Create and Edit Portal Pages (Menus)

Create and Edit Portal Pages (Menus)

When Zoho apps are connected in ZPortals' Portal Setup, the admin can enable and configure them as menus.

The menus can be customized by providing a user friendly name, editing permissions and modifying the layout among other options and features.

When "Quotes" was enabled as a menu in "Modules" it became a menu to configure:



There might be times you need to enable the same CRM module more than once and configure it differently. Or you might need to create a custom page of content (not based on a CRM module). ZPortals allows you to create these custom menus.

To add a new page (menu), select "Add New Page" at the top right. You can select a CRM module or Workdrive as a new page. Or you can leave the drop down blank if you will be using external content to build the page.




You can then name your menu and share it with various User Profiles.




Once you select "Save" the Settings and Layout for the page can be modified. If you enabled this new page from a CRM module, the customization will be slightly different than a page of external content. 

CRM custom pages

Enable the "Show in portal menu" check box and input plural and singular module and a menu icon, if you'd like. 

The "Data Show Relationship" section will determine what records the user sees in the portal. This is accomplished through single lookup fields in Zoho CRM. See this article for more information on portal types.


The settings will contain edit permissions in the "Action Permission" section with redirect preferences upon edit and adding a record. Other permissions to consider are whether you would like the user to be able to download a list of data or engage with CRM attachments. The "Open single record" option will directly open the layout of fields when there is only one record in the module to display. The "Individual Field Edits" will allow the portal user to edit a field at a time instead of opening up the whole layout for editing.



The admin can set a default number of records per page and use the "Default Sort" section to display records in a certain order, i.e. most recently created first. Decide whether to show / add / edit / delete the CRM record notes. If the module has many records, the admin can provide the portal user frontend filters by enabling the "User Filters" and/or the "Universal Search in CRM."






Click into the tab called "Layout" to add external elements, organize sections and fields, set field permissions and create additional layouts by User Profiles. See this article for more information on User Profiles. 

Use the admin tool called "Predefined Filter." This filter setting will show or hide records based on criteria. For example, the ability to show only Quote stage "Confirmed."


Add in external elements and sections in the list view by using the buttons under "Visual Design."

Click into the tab called "Record View" to modify the details of the record. Create a section and drag fields  from the blue "All fields" section over to the new section. You can drag in related lists and subforms and then select "Save Changes":

External content in custom pages

If the new menu will be a page with iFrames, banners and custom text, the Settings tab will be slightly different. When adding the new page, leave the first drop down to the value "None" and input a menu label: 


Select the "Show in portal menu" and then select "Update":
If the custom page will contain a link that opens up a new tab or opens the webpage within the same tab, select the "Enable Redirect URL." This works well for sites that cannot be iFramed. You can make it portal user specific by using a URL field from the CRM to open the site. If it is a general link that is the same for all, use the "External Link" option:
To build content directly on the page, click on "Layout" and add sections and external elements:









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