Working with Features
In order for page to be useful, you have to add content—that is, one or more features—to it. This section describes how to add, rename and delete features.
How To
Use this procedure to place features on a page. Note that there can be no more than 10 features on a page.
Log in to the portal as a member of the Administrators role or as someone with Can Admin privileges for the appropriate context. Navigate to the page where you want the feature to be displayed.
Click the wrench icon in the upper-right corner of the page.
The admin bar displays.
Click the Options link in the admin bar.
The system displays the Options screen, which lists all features currently on the page.
Click Add a new feature to this page.
Note
The Add a new feature to this page link will not appear if the page already contains the maximum number (10) of features allowed. In this case, you either must delete one or more of the existing features, or add the feature to a different page.
The system does one of the following:
Displays a list of features. This list includes all the features that are available to be added. If this occurs, continue to step 4.
Displays a dialog stating that there are no features available to be added to this tab. In this case, complete the following steps:
Click the user icon and select Site Manager from the drop-down menu.
Click the Tabs tab.
In the list of tabs, locate the tab to which you’re attempting to add a feature, and click the corresponding pencil icon.
Select the features that you want to add.
Click Save, then return to Step 1 of this procedure.
Select the feature that you want to add to the page.
Note
If you do not see the name of the feature you want to add, it could be because the tab is not set up to allow this feature to be added. If you want to change this, you can open the tab for editing and make changes in the area of the screen called Features Available to Pages in this Tab, but you must have administrative privileges to do so. If you do not have such privileges, you should contact your system administrator.
The system adds the new feature to the page and returns to the Options screen. The newly added feature now appears in the list of page features.
If appropriate, you can change the name of the new feature by clicking its name. For example, you may want to choose a name that’s more tailored to the way you’re going to use the feature. Note that the name will also become part of the URL to this feature. If you change the name of any feature, on the Options screen, the name you chose is listed first, and the feature type is listed in parentheses.
For more information on changing the name of a feature, see Rename a Feature Instance.
Note that the feature’s name is displayed at the top of the feature, in the sidebar and in breadcrumbs.
Use the following procedure to rename a feature.
Tip
A feature’s name is displayed not only at the top of the feature, but also in the sidebar and in breadcrumbs, so you should choose a meaningful name.
Caution
When you rename a feature, the system will automatically update the feature’s URL to reflect the change. This could result in external links to the feature being broken and existing links no longer working.
Log in to the portal as a member of the Administrators role or as someone with Can Admin privileges for the appropriate context. Navigate to the page hosting the feature you want to rename.
Click the wrench icon in the upper-right corner of the page.
The admin bar displays.
Click the Options link in the admin bar.
The system displays the Options screen, which lists all features currently on the page.
Click the name of the feature you want to rename.
The system displays a dialog that lets you rename the feature.
In the Rename the Feature field, enter the new name.
Click Use this name.
The system changes the name of the feature and refreshes the dialog.
Click Close this window to close the dialog.
When you rearrange features on a page, you can move them up or down or from one column to another.
Log in to the portal as a member of the Administrators role or as someone with Can Admin privileges for the appropriate context. Navigate to the page whose features you want to arrange.
Click the wrench icon in the upper-right corner of the page.
The admin bar displays.
Click the Rearrange link in the admin bar.
The page refreshes, and the features on the page appear grayed out with dotted borders to indicate that you can now drag and drop them into new locations.
Rearrange the features by dragging and dropping them to the desired locations. As you drag a feature, a yellow box will appear to indicate where the feature will be dropped when you release the mouse button.
Note
Alternatively, you can rearrange the features by clicking the use this window link. The Rearrange dialog displays. To move a feature to a different column, click the feature name and then click the column to which you want to move it. To move a feature up or down, click its name and then use the up or down arrows. Click Save changes when you are done.
Click Finished rearranging.
Use the following procedure to delete a feature instance. Note that most feature instances contain unique content that is also deleted when you delete the feature instance.
Caution
When you delete a feature, you delete all content created that is specific to the feature, plus all shortcuts to the feature. So do not proceed unless you are certain you don’t need this content.
Log in to the portal as a member of the Administrators role or as someone with Can Admin privileges for the appropriate context. Navigate to the page hosting the feature instance you want to delete.
Click the wrench icon in the upper-right corner of the page.
The admin bar displays.
Click the Options link in the admin bar.
The system displays the Options screen, which lists all features currently on the page.
Click the name of the feature you want to delete.
The system displays a dialog that lets you delete the feature.
Click Delete feature name.
The system displays a dialog asking whether you are sure you want to delete the feature.
If you are sure you want to delete the feature, click Delete the feature name feature.