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

  1. Open CSM Administrator and select Create a New Blueprint.
  2. In the Managers menu, select Dashboards > Dashboard Manager.
  3. Select the Portal dashboard you wish to edit and select Edit.
  4. In the left pane, select and drag a Button or Link onto the dashboard.
  5. Right-click the Button or Link Label and select Widget properties > Widget properties.
  6. Select the ellipsis to the right of the Action field.
  7. In the left pane, select Commands.
  8. In the middle pane, select System > Other.
  9. In the right pane, select Portal Login.
  10. Select OK and then OK again.
  11. Make any additional changes to the control (example: change displayed text from "Button" to "Login").
  12. Save the changes.

Add a Portal Login Command to a Menu

  1. Open CSM Administrator and select Site Manager.
  2. Right-click IT and select Edit.
  3. In the left pane, select Menu.
  4. In the middle pane, select Add Action > Add Command Action.
  5. In the left pane, select System > Other.
  6. In the right pane, select Portal Login.
  7. Select OK.
  8. Select Save.
  9. Close the Site Manager.

Add a Portal Login Command to a Form

  1. Open CSM Administrator and select Create a New Blueprint.
  2. In the Current view drop-down list, select Portal Default.
  3. Select a Business Object (example: Knowledge Article) and then select Edit form.
  4. In the Controls pane, select and drag a Button or Link Label onto the form.
  5. Right-click the Button or Link Label and select Control properties.
  6. Select the ellipsis to the right of the Action field.
  7. In the left pane, select Commands.
  8. In the middle pane, select System > Other.
  9. In the right pane, select Portal Login.
  10. Select OK and then OK again.
  11. Make any additional changes to the control (Example: change displayed text from "Button" to "Login").
  12. Save the changes.