Create a Custom Page

[toc]

What is a page?

A page can be referred to as your Verint Group's home page or the page where an application, such as a blog, media gallery, forum, or wiki may be.  The tabs or links across an Internet website usually allows a user to navigate to a new "page."

In using Verint as a platform, you can customize the pages within your community.  You can add customized pages for your content or applications specific to the needs of your community.

 

Only Group Owners can customize, add, edit or delete pages.  Blog pages are the only exception.  Group Owners can assign a user to be able to manage Blog pages.

 

Create a Custom Page

Within the APAN 9.0 release, page editing has been moved to the Management panel. With this release, the page you can edit determines the theme you can edit.

For example:  

• As a Group Owner you can edit a group home page, and you can edit the group theme. This means you have the Group - Edit Theme permission.
• If you are a user with advanced blog permissions, you can edit a blog and the blog theme. This means you have the Blog - Edit Theme permission.
• If you can edit your profile page, you can edit the user theme. The means you have the Site - Edit User Theme permission.

In Edit Page mode you can change a page's layout, widgets, and navigation.

Pages and editing options are contextual to the page you are editing; for example, an individual's dashboard displays different options from a group home page.

Enter Edit Page Mode

This procedure outlines editing a dashboard or home page. (For editing other pages, please see "Select a page to edit" for accessing the page.)

1. In the upper-left Management panel, click Modify [X] Theme. The Modify [X] theme panel appears.
   1. If you click this option on the site home page (the user dashboard), the Modify User Theme option appears.
   2. If you click this option on a group home page, the Modify Group Theme option appears.
   3. If you click this option on an application home page, the Modify [X application] option appears.

    

2. Click Edit this page. The Edit Page panel appears, making the Save, Revert, and Preview options visible and the Widgets and Layout tabs available. The Widgets tab displays a widget search box.

Open the header, body, or footer

• To open the page header, open page editing. Then mouse over the header area and then click Edit header. Note: The User - Banner widget, which handles navigation, is located in the header.
• To open the body, open page editing. Then mouse over the page body and click Edit page.
• To open the page footer, open page editing. Then mouse over the footer and then click Edit footer. Note: The page Tour Tips widget is located in the footer.

Edit the Header, Body, or Footer

Open the header, page body, or footer in Edit Page mode. The editor appears.

Read more about Headers and Footers.

Edit the Page Layout

You can edit the page layout (not header or footer layout).

1. In the Edit Page panel, click the Layout tab. The layout styles appear.
2. Click the desired layout. The page layout changes dynamically.
3. If desired, you can Save draft (save a draft of the page) and click Preview drafts. This will open the page view in a browser tab or window, and will change dynamically as you make layout and widget changes.
4. Click Save and publish to publish your changes.

Save the page

1. In the Edit Page panel, click Save. The modified and unmodified sections of the page appear in a grid.
2. Click the portion of the page to save. You only need to save the portion(s) which were modified. For example, if you changed a widget on the header, the header will say "Modified," and you will need to save it. If you modified both the header and the page, you will save one portion and then the other. If you select the header, you will not be prompted to choose a save option. If you edit the page, you will be prompted to choose a save option:
   1. Save for this user/group/blog only - The changes will only apply for the contextual user (such as the logged in user or the impersonated user); group, or blog.
   2. Save as the default for every user/group/blog - The changes will only appear to those users, groups, or blogs using the default layout and widgets. If a user or group/blog owner customized the dashboard, the changes you make will not appear for them.
   3. Save as the default and revert customization for every user/group/blog - All user, group, or blog themes will be affected, and those who customized their themes will have the changes rolled back to the version you save.
3. Click your choice. The portion is saved. If you modified more than one portion, you may need to navigate back by clicking Edit Page to save the unsaved portion.

Revert a header, footer, or page

In the case that you saved a page/header/footer version and want to undo those changes, you can click Revert. This button will only occur on modified areas.

1. Click Revert. The portion grid of the page appears.
2. Click the portion of the page to be reverted.Any changed or customized page will be indicated in the grid. You will be prompted with the following choices:
   1. Undo all unsaved changes - Any changes that have not been saved (from this edit session) will be removed.
   2. Revert to default - Changes made for the user/group/blog since the last save as default will be removed and the default page will be used.
   3. Revert every user/group/blog to the factory default - Any changes to the default as well as any changes in this editing session to the user/group/blog will be undone, and the factory default for the theme will be applied.

    

3. Click your choice. The chosen reversion will be applied.