Create a Landing Page

Refer to the Landing Page Definition topic.

Note

To work on an existing landing page, we recommend that you clone the required landing page and work on the clone.

  1. Log in as the provider administrator.

  2. Choose the hierarchy level for the landing page.

  3. Navigate to the Landing Pages menu to show the list view of Landing Pages (if configured). Note that this option is only available to Provider Administrators (or higher).

  4. Click the Add button.

  5. Enter a name for the Landing page.

  6. Click the + button on the Meta Tasks field and fill in the necessary information. See Landing Page Definition for details about available fields.

  7. Click the + button on the Sections field and fill in the necessary information. See Landing Page Definition for details about available fields.

  8. On the Welcome Header tab, enter the required Header Text and a single line static welcome message displayed on top of the Landing page.

  9. Enter the required Line Text, for the welcome line displayed under the header, Use [userrole] as a placeholder to insert the current user’s role. to serve as the header, for example /www/img/landingPageIcons/User.png.

  10. Click Add adjacent to links, for each required link in the section, and enter the link details.

    Choose an Icon name from the dropdown to be displayed only on the landing page. To see the icons, refer to Custom Icon Names Reference.

    The available fields are for menu items when creating Menu Layouts. If Type is selected, field display policies and configuration templates can be applied. The link Type is displayed as the chosen Display As item:

    • Form - Show an input form (for an Href resource value other than view/ models, a resource ends with /add/).
    • Inline List - The link points to the first five list of items. See also Landing Page Definition for more information on this field.
    • List - List view of a resource referenced by Type or Href. If List is chosen as the Display As type, then the resulting list can also be filtered. See Configurable Filters in Menus and Landing Pages.
    • Tree - A tree view of resource to display (if the system Href provides a tree path).

  11. Arrange the desired order of the sections by clicking the up or down arrows to move the sections up or down respectively.

  12. Click Save when complete to create the landing page.

To modify an existing landing page, click the relevant landing page name from the Landing Page list view and edit the appropriate fields as described above.

When complete, assign the Landing Page to the appropriate roles.