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Adding tabs to portals

 

Prerequisites

  • Access to the Portals menu.
  • “Edit” permission enabled on the Configuration > Access group (CM011) menu.

 

Introduction

Portals can contain more than one tab, each with a different set of elements and configurations.

Thus, different tracking operations can be carried out on the same portal.

See below how to add, rename, and delete portal tabs:

 

Adding tabs

1. Access the Portals > See all menu.

2. Click on the desired portal.

3. Then, click on Edit portal.

4. In the upper part of the screen, click on to add a new tab.

Repeat this procedure to add more than one tab to the portal.

Exceeding the limit of 20 tabs in a single portal can negatively impact usability and slow down the system.

 

 

Renaming tabs

1. Access the Portals > See all menu.

2. Click on the desired portal.

3. Then, click on Edit portal and select the desired tab.

4. Click on the button and choose the Rename option.

5. Type the tab name in the Title field and click on Apply.

6. Click on Close editing to save the changes.

 

Deleting tabs

1. Access the Portals > See all menu.

2. Click on the desired portal.

3. Then, click on Edit portal and select the desired tab.

4. Click on the button and choose the Delete option.

5. Confirm the operation by clicking on OK.

6. The tab will be deleted.

7. Click on Close editing to save the changes.

 

Conclusion

Once the tabs are added to the portal, the elements shown in them must be configured. See more details in the Adding widgets to portals article.


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