1.Select Portal Panes from the Go to list. The Portal Panes screen appears.
2.Open the appropriate portal pane. 3.In the Portal Pane Contents section, select Object Link from the Content Type drop-down list. The Object Type and Object fields appear in the Portal Pane Contents section.
 Portal Pane Content of Type Object Link 4.Fill in the appropriate fields as described in the Portal Pane Content of Type Object Link table. 5.Click add more to add more content. If you are finished adding content, click Save. The object link is added to the portal pane. You will see your changes when you add the portal pane to a home page.
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The following table describes the object link items in the Portal Pane Contents section.
Field
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Description
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Label
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Enter a label (250 characters max) that uniquely identifies the object link. The label appears as a link within the portal pane.
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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, the unique key appears as read-only text and cannot be deleted or modified.
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 desired object. The appropriate records are filtered in the Object field.
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Object
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Select an existing record from either a search module or a drop-down list. Users will link to the record from the portal pane.
The options in the Object field vary depending on the item you selected from the Links to drop-down list.
•When selecting Contact, Project, or Account, the Object field appears as a search module. •When selecting Group or Forum, the Object field appears as a drop-down list. Note: Only Global Forums are accessible through portal panes.
•When selecting User, the Object field can be displayed as either a search module or a drop-down list. This function for User is dependent on your System Properties. Selecting Search View from the Links to drop-down list requires further explanation. For more information, see Adding Search View Object Links.
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Order
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Enter an integer to indicate the display order of the object 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 object link accordingly in the portal pane.
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Adding Search View Object Links
A Search View object link provides the user with a link to a search view in the portal pane, which is different from displaying the search view itself in the portal pane, as described in Adding Search Views.
Whether the Filter or Results tab appears when the user clicks a Search View object link depends on the search view's settings:
•If the Auto Search check-box is selected in the search view, then the Results tab appears. This is useful when the search view has search conditions predefined in the Filter Display tab.
•If the Auto Search check-box is not selected in the search view, then the Filter tab appears. The user can then enter the appropriate criteria.
For more details about search view settings, see Creating Search Views.
1.Open the appropriate portal pane. 2.In the Portal Pane Contents section, select Object Link from the Content Type drop-down list. 3.Fill in the appropriate fields as described in the Portal Pane Object Link of Type Search View. 4.Click add more to add more content. If you are finished adding content, click Save. The search view object link is added to the portal pane. You will see your changes when you add the portal pane to a home page.
 Portal Pane Object Link of Type Search View |
The following table describes the object link items of type Search View in the Portal Pane Contents section.
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 object link to the search view. The label you enter appears as a link within the user's portal pane.
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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 Search View from the list.
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Search Object Type
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Select the object in which the user will search for records from the portal pane.
When selecting Project, the Custom Object drop-down list appears.
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Custom Object
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Select the specific custom object for which you would like the user to search.
This field appears when Project is selected from the Search Object Type drop-down list.
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Search View
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Select the search view that the user will see in the portal pane.
The options in this drop-down list display the search views of the object selected in the Search Object Type drop-down list, which can be used in the Portal Pane. For more details about search views, see Creating Search Views.
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Order
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Enter an integer to indicate the display order of the Search View object 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 display the Search View object link accordingly in the portal pane.
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