Mini fact sheets

You can specify mini fact sheets globally for fact sheets.

Enable mini fact sheets

You can enable mini fact sheet for an object.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Portal > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Function.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. Click Mini fact sheet.

  8. Enable Enable mini fact sheets.

  9. Click Reset Back. The Application management page is displayed.

You have enabled the mini fact sheet for an item.

For the portal to be displayed with this modification set, you need to select the new modification set for display.

Customize display options and properties

You can customize the mini fact sheet for objects.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Portal > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. Click Mini fact sheet.

  8. Select a custom layout. If you keep the System layout, the properties cannot be changed.

  9. Move the mouse pointer over the relevant property and click Edit Edit.

  10. Select a custom property template. If you keep the System template, the properties cannot be changed.

    To add a new property group, click Add group. The Select group property template page is displayed. Adjust your settings. Click Reset Back. The Application management page is displayed.

  11. Click Reset Back. The Application management page is displayed.

You have customized the mini fact sheet of these objects.

For the portal to be displayed with this modification set, you need to select the new modification set for display.

Change property order for mini fact sheets

You can change the order of the mini fact sheets for objects.

Prerequisite

You have created your own modification set.

You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Portal > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. Click Mini fact sheet.

  8. Select a custom layout. If you keep the System layout, the properties cannot be changed.

  9. Move the mouse cursor over the property you want to move.

  10. If you want to change the order of a property, click Up Up or Down Down.

    If you want to move a property to the top, click Top Top.

  11. Click Reset Back. The Application management page is displayed.

You have changed the order of the mini fact sheets of these objects.

For the portal to be displayed with this modification set, you need to select the new modification set for display.

Delete property from mini fact sheet

You can delete a property from a mini fact sheet of an object.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Portal > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Fact sheets on the Define modification set page.

  5. Move the mouse pointer over the item you want to change, for example, Process.

  6. Click Edit Edit. The Edit fact sheet page opens. All subordinate pages shown on the fact sheet are listed.

  7. Click Mini fact sheet.

  8. Select a custom layout. If you keep the System layout, the properties cannot be changed.

  9. Move the mouse cursor over the property you want to delete.

  10. Click Delete Delete.

  11. Click Reset Back. The Application management page is displayed.

You have deleted a property from a mini fact sheets of this object.

For the portal to be displayed with this modification set, you need to select the new modification set for display.