Portals offer several widgets, depending upon the security type. A portal widget is an element that can be added to a portal view to display specified content. Some widgets include built-in logic, and all widgets can be conditionally shown with filt...

Portal components allow for the creation of content templates for use in one or more portals or express portals. They function very similarly to Deliver components , but note that Deliver components and portal components are not interchangeable. ...

Forms can be used in portals to update Slate data. A form can be created with the forms tool and then be integrated with a portal in a few different ways.  Slate forms are built with the form builder's drag-and-drop interface, which means that...

Much like Deliver mailings and decision letters , portals can leverage content blocks . Using content blocks within a portal is largely identical to using content blocks in other areas of Slate. ✨ Tip Before adding a content block to a ...

The Portal Events Widget allows users to customize how events display in portals. This widget offers many customization options, allowing Slate users to hone in on the the best End-User experience for their use-case.  Adding and Confi...

Data tables in portals allow users to display query data in a familiar, user-friendly manner. These tables are typically used to show one-to-many relationship data. For example, an applicant might have multiple test scores that should be displayed o...

Reports can be embedded inside of any portal using the portal editor. This can include charts, graphs, heat maps and any other report features. 📝 Note In order to feature a report in a portal, the report must be built within that portal's Repo...

This article outlines the creation of a portal that includes Active Scheduler. ✅ Best Practice Portals employing Active Scheduler should use separate views, with one Active Scheduler widget per view. This is best accomplished using po...