Field
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Description
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Label
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Enter a label (maximum 250 characters) that uniquely identifies the action link. The label you enter appears as a link within the user's portal pane.
Tip: Start your label with a verb that identifies the action that the user can perform. For example, "Create a contact", "Schedule an appointment", or "Generate a document".
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Unique Key
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Enter an alphanumeric combination to uniquely identify the portal pane content. After you save the settings, you can edit this field only if it is blank.
The unique key cannot contain spaces, underscores, punctuation, or any special characters and cannot exceed 50 characters in length.
This is an optional field.
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Links to
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Select the action that should occur when the user clicks the link from the portal pane. The action will either be to create a new record or to open a tool.
Caution: If you link to a user tool to which a user is not granted rights, the hyperlink still appears in the user's portal pane. However, the user will not be able to access the tool.
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Custom Object Type
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Select the specific custom object definition whose records you would like the user to create from the portal pane.
This field appears when New Custom Object is selected from the Links to drop-down list.
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Icon Image File
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(Optional) Select an appropriate icon to display next to the action link within the portal pane. Icon image files are in the following location: //Top Level/System/Icons.
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Wizard
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(Optional) Select the wizard that the user will access when clicking the action link in the portal pane.
The wizards defined for the object selected in the Links to field are available for you to select.
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Order
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Enter an integer to indicate the display order of the action link within the portal pane. If a portal pane contains more than one content item, they will be displayed in the order specified in this field, lowest number first.
Note: Items with the same display order are sorted and displayed alphabetically.
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Alignment
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Select either Left, Center, or Right, to position the action link accordingly in the portal pane.
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