Configure a page in Page Editor

Page Editor provides an easy-to-read tree view of every element as it resides on the page.

  1. In the Service Portal configuration page (Service Portal > Service Portal Configuration), click Page Editor.
  2. Click the nodes within the tree menu to load corresponding records on the page directly below the menu. Use this view to visualize and edit every page element as well as the containers within the layout.
    Figure 1. Page Editor
    Page Editor with an element selected and its record displayed below the tree
  3. Use the page node to complete page details at a more granular level. Use the information in the following table to complete the page node fields.
    Table 1. Page view
    Field Description
    Title Name of the page. The page title isn't public facing however you can use it to search for a page in the Service Portal Designer. The page title also helps determine the page ID.
    ID A unique ID for the page. The ID is what you use to assign a page to a portal. It also determines the URL for the page, for example https://instance, where doc_page is the page ID.
    Short description Describes the portal page. This field is also not public facing.
    Page Specific CSS Unless as page has Page Specific CSS, the page inherits CSS from the Theme and Branding. If you need a page to look different, the Page Specific CSS overrides the inheritance from the Theme and Branding.
    Public Allows the page to be accessed without the need for authentication. If Public is selected, all users can view the page no matter the roles listed.
    Draft Mark a page as draft to limit user ability to view the page while you are still creating it. Only users with the admin role can view a page in draft, all other users see a 404 page.
    Roles Limit user access to a page by role.
    Clone Page If you want to make a similar but modified page, you can use the Clone Page option. If you clone a Service Portal provided page, the page creates new widget instances for each widget on the page.