Skip to content
Protolyst
  • Blog
  • Forum
  • Docs
  • Login
  • GET STARTED

1. New to Protolyst

  • 🚩Start Here
  • Create your First Page
  • Getting Started with Atoms
  • Workspace Layout
  • Create a Table
  • Choosing a Page Type

2. Connecting your Workspace

  • How to Use Sub-Pages
  • How to Use Linked Pages
  • How To Use Linked Tables
  • Atoms in your Workflows
  • Connecting Atoms across your Workspace

3. Protolyst Workflows

  • How to Write a Blog Post on Protolyst Using Your Atomic Knowledge Base
  • How to Manage Hiring & Recruitment on Protolyst
  • How to Write a Well Evidenced Essay, Fast
  • How to Read a Research Paper

Protolyst Portals

  • Portals
  • Portal Set Up
  • Adding Content to Portals
  • Home
  • Docs
  • Protolyst Portals
  • Adding Content to Portals

Adding Content to Portals

Table of Contents
  • Publishing
  • Pages
    • Adding Pages
    • Navigating Pages
    • Customising Pages
    • Forms
    • Adding Quizzes to a Page
    • Reorganising Pages
  • Tables
    • Table Settings
    • Setting Table Features for Users

Much like Workspaces, Portals are made from Pages and Tables. These can be edited by Admins and Contributors, and then when ready Published for your Participants to view and interact with.

Publishing #

To make your content live for the Participants of your portal, you must hit Publish at the top of each page.

At the top of every page are Publish and Preview buttons to see what your content looks like to a Portal participant and to make the Current Page live for your participants to view.

Pages #

Pages are home to your written, visual and interactive content, similar to Pages in Workspaces

You can edit pages before publishing them for your invited participants to view and interact with.

Adding Pages #

Add pages by clicking the + button at the top of the left sidebar. Name your page by typing in the highlighted input.

A new page will present you with three buttons to create your page:

  • Page icon creates a page for you to edit and add sections too
  • Table grid icon creates a Table
  • PDF allows you to upload PDF documents

Navigating Pages #

By default New Pages will be added into your Sidebar

Navigate between pages by clicking their name in the sidebar.

Delete a page by hovering over its name in the sidebar and clicking the 3 dots …

Alternatively, click the delete icon in the top right of the page header.

Rename a page by clicking it’s name in the top left of the header.

Customising Pages #

You can add different content into a Page, by following the same process for adding different sections to a Page in a Workspace.

In Portals there are further sections that can be added:

  • Forms – to capture various inputs from participants
  • Quizzes – to add in questions to test participants

N.B. When Participants are invited to a Portal, they each have their own instance or individual unique version of that Portal. So any Pages with sections that ask for inputs and for users to add their own content will be unique to each User.

Forms #

Forms can be used to capture information from your Portal Participants. When your Participants submit information through the form, you will see it appear in the corresponding Table.

The Users Table appears in every Portal Project and can be used as the Table to connect to your Forms. Alternatively you can create a Table that sits elsewhere within the Portal.

On selecting Form Section when adding a new Section to a Page, you will be prompted to select a Workspace – choose the current Portal Project – and then select a Table – choose the Users Table.

Once a Table is selected, it will display all the existing Properties, which you can select or deselect to appear in the Form. To add the Form select ‘Add Form’ at the bottom of the pop up menu.

There’ is a Gear Icon in the top left of the Form. This will open up the Properties list where there is an option to ‘Add Property’ to add further questions into your form.

You can add further Properties to add different Questions and Sections into your Form here or once the Form has been added

When Participants submit the Form, all their answers will populate into the corresponding Table and Properties.

n.b. If you are collecting personal or sensitive data and connecting to a Table inside your Portal, be careful that this table doesn’t get published and display to Participants as part of your Portal!

Adding Quizzes to a Page #

Quiz sections display questions which, upon publishing a page, project participants are able to interactive with and complete.

There are different types of quiz questions available:

  • Multiple Choice – add a number of different options for participants to choose from
  • True or False
  • Text Input – submit a written answer
  • Drag N Drop – participants must drag options into a particular order
Quiz Section. Add Questions using the Plus button underneath the Quiz title, select Question Type from the Drop Down Menu, and add answer information below the Question Box.

Once created, there are various settings to customise the Quiz and experience for your Participants

  • Quiz Name
  • Pass Percentage
  • Max Questions per User
  • Number of Attempts
  • Reveal/Hide Participant Score
  • Randomise Question Order
  • Reveal/Hide Answers
Quiz Settings Options accessed through the Gear Icon in the top right corner of a Quiz Section.

Participant scores and answers to quizzes can be viewed in the Users Table, by adding a New Property and selecting Quiz Result and the corresponding Quiz (if there are multiple in your Portal).

Quizzes give you more limited insight into the responses of your Participants, displaying an overall Quiz score.

While quiz creation is collaborative, quizzes are completed on a participant by participant basis.

Reorganising Pages #

Your Pages can be reorganised in the Sidebar using Drag and Drop.

Pages can be nested under each other to give further organisation. Use the Arrow to the right of the Page name to expand it and drop the other Page in.

Expanding the drop down displays all the Pages nested under the Top Level Page in your Sidebar.

Pages in the Sidebar can be reorganised using Drag and Drop

Tables #

Adding Tables into a Portal works exactly like adding Tables to a Workspace. Create Tables and add Properties, set up Sorts and Filters, and create different Table Views.

Tables added will each have their own Publish button, as there are further settings for you to apply to customise how your Participants view and interact with a Table and it’s contents.

Tables can be created as a New Page or Section of a Page. Tables already created in a Portal, can also be embedded as a Section of a Page, through the Link a Page option.

New Tables added into a Portal have their own Publish and Preview buttons. You can add Properties, change Properties on Display, add Filters and Sorts to the Table and create different Table views just like for Tables in Workspaces. Each Property has a Padlock icon, as this Table is set to Read Only in the Table Settings (gear icon, top right). Each padlock can be clicked to change the editability of a particular column for your Participants.

Table Settings #

When a Table is added, a Menu will appear above it. There is a Gear Icon in the top right corner to access Settings for the Table with a first option to set the table to be Read Only or Editable by Participants.

When set to Read Only, each Property also has an additional padlock icon next to each Property Title. Clicking on the Property, you can then set whether the particular column is read/write for a Participant . This gives you some flexibility in selecting particular fields that your Participants can edit in a Table.

Setting Table Features for Users #

You can also set up Tables to give your Users access to different features to develop the Table such as:

  • adding new rows
  • adding new properties
  • changing the Filters, Sorts

These options can be set to display or be made unavailable to your users through the three dot menu above the Table grid.

Select show/hide from this three dot menu next to the Table Properties to set up permissions for your Participants to develop the Table

#

Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
  • Pinterest
Still stuck? How can we help?

How can we help?

Updated on January 4, 2023
Portal Set Up

Powered by BetterDocs

Table of Contents
  • Publishing
  • Pages
    • Adding Pages
    • Navigating Pages
    • Customising Pages
    • Forms
    • Adding Quizzes to a Page
    • Reorganising Pages
  • Tables
    • Table Settings
    • Setting Table Features for Users
  • Blog
  • Forum
  • Login
  • GET STARTED
  • Privacy Policy
  • Cookie Policy
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
Cookie SettingsAccept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT