Add a Portal Login Command to a CSM Portal Dashboard, Menu, or Form
Use the Portal Login Command as the action for a Button or Link on a CSM Portal Dashboard or Form. The Portal Login Command can also be added as an action in a CSM Portal Menu.
When the Button, Link, or Menu item is selected in the
CSM Portal,
the user is prompted with a Login dialog.
The Portal Login Command is not supported in the
CSM Desktop Client,
CSM Browser Client,
or
One-Step Actions.
Add a Portal Login Command to a Dashboard
- Open CSM Administrator and select Create a New Blueprint.
- In the Managers menu, select .
- Select the Portal Dashboard you wish to edit and select Edit.
- In the left pane, select and drag a Button or Link onto the Dashboard.
- Right-click the Button or Link Label and select .
- Select the Ellipses to the right of the Action field.
- In the left pane, select Commands.
- In the middle pane, select .
- In the right pane, select Portal Login.
- Select OK and then OK again.
- Make any additional changes to the control (Example: change displayed text from "Button" to "Login").
- Save the changes.
Add a Portal Login Command to a Menu
- Open CSM Administrator and select Site Manager.
- Right-click IT and select Edit.
- In the left pane, select Menu.
- In the middle pane, select .
- In the left pane, select .
- In the right pane, select Portal Login.
- Select OK.
- Select Save.
- Close the Site Manager.
Add a Portal Login Command to a Form
- Open CSM Administrator and select Create a New Blueprint.
- In the Current view drop-down list, select Portal Default.
- Select a Business Object (Example: Knowledge Article) and then select Edit form.
- In the Controls pane, select and drag a Button or Link Label onto the form.
- Right-click the Button or Link Label and select Control properties.
- Select the Ellipses to the right of the Action field.
- In the left pane, select Commands.
- In the middle pane, select .
- In the right pane, select Portal Login.
- Select OK and then OK again.
- Make any additional changes to the control (Example: change displayed text from "Button" to "Login").
- Save the changes.