Create NEW Dropdown Toolbars in 45 Minutes or Less!
(In 10 Easy Steps with NO Server Access Needed)
Step One: Make sure all your dropdown buttons are created
- Go to Module Tools -> Portal Framework -> Manage Dropdowns
- Click the ‘+’ to make a New Dropdown
- Name is what displays on the button in the User’s Toolbar
- Description will only show to the person creating the Toolbar (You will want to make it something you will recognize!)
- Click New Item. Item Text is what displays on the dropdown tile itself
You can link to any Portal Page you have access to, or add an external link (External links must have the full url, including https://)
Repeat this step as many times as needed to create as many buttons as you like. You are only limited by what fits on your screen! You can see we created several buttons!
Step Two: Make some decisions
Decide which Dropdown buttons you want in this specific toolbar (you will need the ID# for each one) and what order you want them in. Remember: you can make different toolbars for different Users, or different Roles, based on the needs of your organization.
Step Three: Export the original Layout
- Go to Portal Tools -> Manage Portal Framework -> Layouts Manager
- Click the Import and Export Layouts tab
- Scroll down to the “PortalToolbar” section
- Download ‘PortalToolbar: Dropdown Toolbar’
Step Four: Extract the files and begin to customize
- Right click the zipped Dropdown Toolbar folder (it’s probably in your downloads) and choose “Extract All”
- Choose a destination to extract to (probably your desktop) by pressing Browse
- Create a folder – Name it something other than Dropdown Toolbar – YOU WILL NEED THIS FOLDER NAME IN STEP SIX (when you deal with the ‘path’)
- Click Extract
Step Five: Rename the .ascx file
Open that new folder – there are three files (Images, Layout and Portal Toolbar)
- Images – Leave this one alone
- Layout – We will handle this .config file in Step Six
- PortalToolbar – Right click and rename this .ascx file, something similar to what you will be calling this dropdown – YOU WILL NEED THIS NAME TWICE IN STEP SIX (once when you deal with the ‘id’ and once when you deal with the ‘path’)
Step Six: Customize the Layout
Open the layout.config – Be sure to Right click, Open with Notepad*
There are six lines of code in here. I’ve highlighted them in BOLD. You’re only changing three things, and leaving three things alone.
- Version : DO NOT CHANGE
- CompatibleShellID : DO NOT CHANGE
- Type : DO NOT CHANGE
- Name : Must change. This needs to be unique (no other Layout anywhere in your Portal can use this name) - It will display in your Portal.
- id : Must change ONE item here – just the fourth one
- Needs to be "Passageways.Layouts.Toolbar.xxx” Where xxx is the Name you created for the .ascx file in Step Five
- Path : Must change two items here, the third and fourth
- "~/Layouts/Portal Toolbar Layouts/Dropdown Toolbar/PortalToolbar.ascx"
- Needs to be "~/Layouts/Portal Toolbar Layouts/zzz/xxx.ascx" Where zzz is the name of the folder you are doing all this in (created in Step Four) and xxx is the Name you created for the .ascx file in Step Five.
Save this file.
Step Seven: Customize the .ascx contents
- Open the ascx file (right click and open with Notepad)
- Scroll all the way to the bottom of the file. Look for something like this:
The Dropdown ID comes from your portal – the dropdown buttons you created in Step One.
The TabIndex is just the order they appear in your toolbar. You don’t want to change the order here, but you can add more (just copy/paste) or remove as many as you need to
Save this file. (You’re almost done!!)
Step Eight: Zip it up
You need to zip up your new folder. Do this by right-clicking the new folder and choosing “Send To” and “Compressed (zipped) Folder”
Step Nine: Send it to your portal
- Go back to your portal. Portal Tools -> Manage Portal Framework -> Layouts Manager
- Choose the Import and Export Layout Tab
- Click Import Layout and choose your newly zipped folder (please do not choose Overwrite)
Step Ten: Assign it to your users
Choose the “Assign Layouts” tab – and assign your new layout to yourself to test it out. You’ll need to refresh your portal for it to take effect – going to your Start Page ought to do it.
Once you’re sure it is working well, assign it to the appropriate User or Role. You can also make it “Public” so that your Users can choose it for themselves under “My Preferences” (if your organization allows this)
Woo! That’s it!!! You’re done! Do a little dance and have a piece of candy. You earned it!
*Being able to ‘Open with Notepad’ is pretty essential to making this work right. If you are using another tool to open these files, I’m not 100% sure it will work. Please call PW tech Support for help.