Creating a Portal Post with Link to Content

Follow these steps to create a Portal Post that links to a file containing its content.

Note: To create a post with its own content, see Create a Portal Post and Content.

1. Navigate to Partner Portal > Posts.
2. Click Create Post and choose External Link.

3. Enter these details as required:

   Parameter	Type	Description
   Internal Name	Text	The Supplier-facing title. This is only displayed in Unifyr One Admin.
   Display Name	Text	The title to display to partners in the portal.
   Summary	Text	Further information about the post, perhaps providing an excerpt of the content (preview text). This will be displayed to partners in the portal. Longer summaries will be cropped when displayed in the partner portal.
   Image	Upload/URL	[Optional] The thumbnail image to identify the post in the partner portal. File size limit: 250MB
   Content URL	Paste URL	The URL to an external resource as the content of your post. This is an alternative to creating the content within the post in Unifyr One. This option is ideal for providing things like an on-demand webinar recording, an external event registration page, or a link to a blog as a Portal Post.
   Published	Checkbox	When this option is enabled, the post is available in the portal according to its Effective Dates. This is enabled by default - disable it if you’re not ready to make the post available to partners.
   Effective Dates	Calendar	The date range for which this content is available to partners in the portal. By default, the Effective Start Date is the same as the created date. An Effective Start Date is required - if not provided, the post will never appear in the portal. An Effective End Date is not required - if you leave it blank, the post will never expire.
   Partner Groups	Dropdown	[Optional] The Partners or Partner Groups that will have access to the post. Select from the dropdown list. If no selection is made here, the post will be presented to all portal users who have access to the page in which it’s provided.
   Topics	Checkboxes	[Optional] The topics (tags) with which to categorize this post. Select from the dropdown list. The list includes tags configured in   > Settings > Tag Management, under the Portal Posts tab. You can use tags to filter the types of post you make available in the partner portal - choose the tags when adding Post content: In the Topics settings for the page in the portal site navigation. or In the settings for the dynamic content widget, when adding it to a custom page.
   Requires Partner Login	Checkbox	Enable this option to specify that the post should only be visible to logged in portal users. Disable the option to broadcast the message to all visitors to your portal, regardless of login status.

4. Click Save to retain the update, or Save and Close to create the post. If the Published option is enabled for the post, and the current date matches the Effective Dates, the post appears to the specified partners in your portal.

   Published posts appear to eligible partners in the portal if you’ve added one of the Posts Dynamic Content widgets to a custom page, or used the Portal Posts feature page. For more information, see Adding Portal Posts to the Partner Portal.

5. To publish the post at a later date, ensure the Published option is disabled. When you’re ready to publish, open the post for edit and check Published.

6. [Optional] To create a new language version of the post, open it and select a language from the menu at the top of the editor. Add translations as required - for Display Name and Summary.

   

   For more information about translating a portal post, see Translate a Portal Post.