Portal Framework

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The Portal Framework is a quick way to create an set of tools with a common purpose, like the Account Manager (aka Invoice Manager)

This documentation will be completed with the code is released


A portal is a collection of features that create a common workspace environment. For instance the Account Manager (Invoice Manager) is a collection of features that manage accounts
Portal Features 
An addon, a database table, or a list of features that are associated with a portal. Generally, when the cancel button is pressed on a feature, execution goes to the default feature, or the feature list that linked to the active feature.
Portal Feature List 
An automatic feature created which displays buttons on a panel that each link to a portal feature.
Portal Default Configuration 
When a portal is installed, just the portal record should be added. It contains a field called Default Configuration. When the portal is run, it detects that no features are installed and loads features based on this data file.
Default Feature 
The portal feature that is displayed when no other feature is selected


A user with the developer checkbox checked. A developer creates Portals and Portal Features, and has the automatic Developer Tools Feature.


Create a Portal

  1. Open manage Addons, Portal Framework and click on Portals.
  2. Click Add to add a new entry.
  3. Enter the portal name and select the default feature to display when the portal is first selected.
  4. Click OK to save the new portal.

Add a Portal Feature List

A feature list is a single tab entry on a portal that when clicked, opens a panel of button. Use them to group a common set of features.

  1. Add a feature without an addon or content. This is the feature list.
  2. Add additional features and select the feature list you created.

Add Portal Features

  1. To add features to the new portal, click on Portal Features.
  2. Click Add.
  3. Enter the feature name and heading.
  4. Select the portal to include this feature.
  5. Select which feature list this feature will be included in. For example, People would be included in the Data Feature List.
  6. Choose the Addon or Content to which this feature should link. (If the feature runs an add-on, select it from that list; If the feature displays data, select it from the content list.)
  7. Type the name of the feature in the Alpha Sort Order field.
  8. Click OK to save the new feature.

To display the portal

    • If you only have one created on the site, simply run the portal addon under Portal Framework.
    • If you have multiple portal records, create an addon and use any addon technology to call the portal with the correct portals record.
      • Add to the addons html the json execution string = {% { "addon":{ "addon":"portal", "portalGuid":"{12528435-EDBF-4FBB-858F-3731447E24A3}" }} %}
      • Add to the addons wysiwyg editor the portals addon. Display it and turn on advanced edit. Use the instance tool (wrench) to select the portals record.
      • Write a program that executes the portal addon after calling cp.doc.setProperty( "portalId", -yourManagerId- ) or cp.doc.setProperty( "portalGuid", -yourManagerGuid- )

Add a Link from one portal to another

  1. Edit the portal record.
  2. in the tab Portal Links, click the checkbox next to the portal you want included.

Create an addon for a portal

  1. Create an addon and include in its html section the following text. Replace the guid string with the guid from your addon.
{% {"addon":{"addon":"portal","portalGuid":"{12528435-EDBF-4FBB-858F-3731447E24A3}"}} %}

Restore the installed feature configuration

The default configuration for a portal is installed with the portal record. It is automatically restored when no features are found.

  1. Edit the portal record and verify the default configuration is populated
  2. Delete all portal feature records for this portal
  3. Open the portal and the default features are automatically re-populated

Save Your Portal Configuration to install on other sites

If you create a portal and want to be able to deploy it on another sites:

  1. Log in as a developer and an additional automatic feature appears on all portals, the Developer Tools
  2. On the Developer Tool, click the snapshot button. This saves the current feature configuration in the Manager's default configuration.
  3. Create a collection with the portal data record.



The portal framework uses the following content and fields. See help under the individual fields in the installation for more details.

Each record is an individual portal with features
  • name
  • active
  • default feature
  • default configuration
Manager Features 
Each record is a feature within a portal
  • name
  • heading
  • active
  • portal
  • include in feature list
  • add-on
  • content
  • sort order

Test Cases

Delete the Sample Manager and setup a new Sample Manager to be used for testing

Revision History