In Part One I showed how to set up a trial Adxstudio portal attached to a Dynamics CRM trial. In this blog I will talk about how to do some basic configuration with that blog. I will not get into coding changes, but this can be done. For example, you can apply your own style sheet and upload a custom Bootstrap.
Logging in as an Administrator
In our last episode, we had set up a brand new portal.
Up in the top right corner, you can see the “Sign In” button. To configure the portal, you will need to sign in as the Administrator.
The login and password are sent to the email you provided when you applied for the Adxstudio trial. Generally the form of the login and password are:
Editing the Forms
Once logged in, black boxes will start appearing on the screens. These are the edit controls.
For the purposes of an actual demo, these may be distracting, so you may want to set up a non-administration account if you are presenting the system to others. The simplest way to set up a new account is through the portal via the ‘sign up’ link on the login page.
Editing is now a case of clicking the EDIT button and following the prompts. The main areas you will edit are:
- The Header: At the top of the page, this allows you to edit the text and insert an image
- The Footer: The bottom of the page has various objects on the default forms you may wish to turn off or rework
- The Body: The main part of the page will be populated with different objects, based on the page’s underlying template. The content of these objects will generally come from Dynamics CRM but the headings can be modified through the black boxes.
- The Navigation: This is the strip, just below the header.
The contents of the Navigation are completely configurable. Clicking on its EDIT button will show the items in the Navigation listed for editing.
To add an existing page to the Navigation, you click the green plus button (we will not need to do this until Part Three). To remove a page, we click the red negative button and to modify an existing Navigation entry, we click the edit button.
As you can see, as is typical with Adxstudio setup, while there are a lot of options, we only need to set a few to get things working. In this case we need to set:
- Name: A unique identifier for the Navigation entry
- Page: The web page the Navigation link will go to
- Publishing State: Visibility of the link. This defaults to Published so you should not need to do anything here
- Robots follow link: This is defaulted on and sets the flag for search indexers
- Display page child links: If the web page has child web pages, they will also appear in the Navigation. You can see this indicated in the Navigation bar by down-arrow. By default this is on the Content link and the Forum link
The final thing you can change is the configuration of the web page you are on, or you can configure a new web page. This is done through the pop-up box to the right.
This box allows you to set the configuration for the page you are on, move the child page locations, delete pages and create new pages.
We will go through creating new pages and their configuration in the last part in this series where we will link a CRM Form or View to a web page and display it within the portal.