Screen Builder

Overview

The Screen Builder is a configuration tool for designing and styling how content is delivered to relevant constituents within Portals. Portal Admins can choose between a number of layout options for getting started with screen building and then add content-specific components to the regions available for the layout chosen.

Screen Builder Tool

The Screen Builder is made up of two main sections: the screen display and the configuration area. The left side displays the currently configured screen including the selected layout, regions, and all configured components. The right column displays a list of available configuration options depending on the current area being worked on. If a region is being edited, a list of all added components will display. If a component is being edited, a list of all available configuration options from data to positioning to styling will display. Portal Admins can toggle between regions and components to display all configuration options available for those sections.

Building a Screen

A screen can be built in three easy steps:

  1. Choose a layout to determine how content is organized on the screen (regions).
  2. Add components, or content sections, to regions.
  3. Edit the components’ appearance and behavior.

Advanced configuration is available for regions and components to help tailor the data presented to the intended audience.

Layouts


When building a screen it is important to keep the target constituents in mind, which will impact layout and component choices. There are nine layout options to choose from. Layouts organize the content on the screen into different regions. Select the layout that will best present the information to the constituents. For example, if designing a portal screen for parents, it will likely be important to display current news as well as important notices, links, and upcoming events. In such an instance, the layout options that include a large section over two thirds of the screen and a short vertical banner on the remaining third is recommended.

Regions

Layouts are made up of regions. Regions hold components, quickly and easily formatting them according to the defined area on the screen. Components are added to regions by clicking the  button in the upper right corner of each region box. Once components are added, arrange and resize them by clicking the  button, which displays all components added to a region in a drag-and-drop list. Use the the  buttons to determine how much space within the region the component takes up.

Components

Regions are made up of components. Components contain the actual content that is displayed on the screen and can be anything from news, to links, to embedded media. All data within a component, unless it is a Content Component type, are pulled from elsewhere in the system.

There are several categories of components, each of which has its own set of configuration options available. To edit a component, click on that section within the region. The edited component will be highlighted in blue and the right configuration pane will automatically readjust with all applicable configuration options.

At any time, components can be moved between regions by using the  button in the upper right corner of the Screen Builder. Click on the desired component and then select from the  dropdown the region into which it should be moved.

Types of Components

Click to learn more about each type of component:

Components Available in All Portals

Components Requiring News Management

Saving Content & Reverting Changes

All changes made to the screen are saved automatically. When a changes are made, an orange button   will appear at the top of the screen. Changes can be reverted by selecting the back arrow next to the button. A screen will appear confirming that the changes are to be discarded. Once confirmed, the screen will then revert back to the most recent published version of the portal screen. Revert changes carefully! Once discarded, the data cannot be recovered.