Portal Settings
How to use Portal Settings in Websites & Portals: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain published pages, web forms and portal configuration. Keep public content separate from role-restricted ERP data. Test logged-out access and the correct linked stakeholder account before release.
This page is a settings page in System Admin → Websites & Portals. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Portal Settings from System Admin → Websites & Portals, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Default Role at Time of Signupdefault_role | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Default Portal Homedefault_portal_home | Data Optional | Example: "/desk" |
Hide Standard Menuhide_standard_menu | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Portal Menumenu | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Portal Menu Item |
Custom Menu Itemscustom_menu | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Portal Menu Item |
Child tables
Portal Menu — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Enabledenabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Routeroute | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Reference Document Typereference_doctype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Rolerole | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Targettarget | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Custom Menu Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Enabledenabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Routeroute | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Reference Document Typereference_doctype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Rolerole | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Targettarget | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.