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Hi all,
I'm not sure if this was something caused by me but I've setup a new Customer Engagement portal and made a few minor configuration changes and the search functionality is no longer working. When typing text in the search bar and hitting enter the spinning wheel continues and does not search anything. I can also no longer select the dropdown to the left of search to dictate where in Portal I want to perform the search (KB, Forum etc).
I've also logged into the front end as an administrator and was able to edit copy, add child pages etc but that is also no longer responsive. I also can no longer switch to the new editor. The whole website has become unresponsive and slow. I've logged a request with Microsoft but they have not set gotten back to me and short of restarting the portal I'd like to understand whether is caused by some of my configurations. Below is a list of configurations I've done:
Hidden the Forum Section on the Homepage
To do this I went in CRM Portal>Web Template>Home.
In the code I've commented out the section containing the forum area and added some padding to have the contact us area in the footer pushed back into the middle. Code below:
Share
Report{% assign forums_sm = sitemarkers["Forums"] %}
<section class="page_section section-landing">
<div class="container">
<div class="row ">
<div class="col-md-12">
<h1 class="section-landing-heading">{% editable snippets 'Home/Title' default: 'Contoso' %}</h1>
<h2 class="section-landing-sub-heading">{% editable snippets 'Home/Subtitle' default: 'Customer' %}</h2>
{% include 'Search' %}
</div>
</div>
</div>
<div class="layer_down"> </div>
</section>
<section class="page_section section-knowledge">
<div class="layer_up"> </div>
<div class="container">
<div class="content-home">
<h2 class="blue_border">{% editable snippets "Home/MostPopularHeading" default: resx["Most_Popular"] %}</h2>
{% include 'Knowledge Management - Most Popular Articles' showdescription: true %}
</div>
<div class="row sidebar-home no-lr-margins">
<div class="col-md-4">{% include 'Knowledge Management - Most Popular Articles' showdescription: false %}</div>
<div class="col-md-4">{% include 'Knowledge Management - Most Recent Articles' %}</div>
<div class="col-md-4">{% include 'Knowledge Management - Top Rated Articles' %}</div>
</div>
</div>
</section>
p.ex1 {
padding-bottom: 50px;
}
<!--<section class="page_section section-sub-landing color-inverse">
<div class="container">
<div class="row">
<div class="col-md-4 text_center-mobile">
<h1>{{ forums_sm.adx_name | escape }}</h1>
{% editable snippets "Forum/HomeDescription" %}
<a href="{{ forums_sm.url | h }}" class="btn btn-info-home btn-lg-home" title="{{ resx['View_More_Forums'] }}">{{ snippets['Home/ViewMoreButton'] | default: resx['View_More'] | h }}</a>
</div>
</div>
</div>
</section>-->
Note that I've commented out the <section class="page_section section-sub-landing color-inverse"> section and added some padding above the commented out section (p.ex1 { padding-bottom: 50px; }) to push the footer back to the center.
Hid the Contact Us button in the footer
I again wanted to hide the "Contact Us" button on the footer by commenting the section out. I went to Portal>Web Templates>Footer and commented out the following code:
{% assign knowledge_url = sitemarkers['Knowledge'].url %}
{% assign createcase_url = sitemarkers['Create Case'].url %}
<!--{% assign contactus_url = sitemarkers['Contact Us'].url %}-->
<section id="gethelp" class="page_section section-diagonal-right color-inverse {% substitution %}{% if page %}{% unless page.parent %}home-section{% endunless %}{% endif %}{% endsubstitution %} hidden-print">
<div class="section-diagonal-right-content">
<div class="container">
<div class="row">
<h3 class="text-center">{% editable snippets "GetHelp/Heading" default: resx['Get_Help_DefaultText'] %}</h3>
<div class="col-sm-4 text-center">
<a href="{{ knowledge_url | escape }}" class="btn btn-info-home btn-lg-home" title="{{ snippets["knowledge/BrowseKb"]| default: resx['Browse_The_KB'] | escape }}" >{{ snippets["Knowledge/BrowseKb"] | default: resx['Browse_The_KB'] | escape }}</a>
</div>
<div class="col-sm-4 text-center">
<a href="{{ createcase_url | escape }}" class="btn btn-info-home btn-lg-home" title="{{ snippets["case/CreateCase"] | default: resx['Create_Case_DefaultText'] | escape }}">{{ snippets["Case/CreateCase"] | default: resx['Create_Case_DefaultText'] | escape }}</a>
</div>
<div class="col-sm-4 text-center">
<!--<a href="{{ contactus_url | escape }}" class="btn btn-info-home btn-lg-home" title="{{ snippets["ContactUs"] | default: resx["Contact_Us"] | escape }}">{{ snippets["ContactUs"] | default: resx["Contact_Us"] | escape }}</a>
</div>
</div>
</div>
</div>
</section>
<footer role="contentinfo">
<div class="footer-top hidden-print">
<div class="container">
<div class="row">
<div class="col-md-6 col-sm-12 col-xs-12 text-left">
{% editable snippets 'About Footer' type: 'html' %}
</div>
</div>
</div>
</div>
<div class="footer-bottom hidden-print">
<div class="container">
<div class="row">
<div class="col-md-4 col-sm-12 col-xs-12 text-left">
{% editable snippets 'Footer' type: 'html' %}
</div>
{% assign footer_nav = weblinks["Footer"] %}
{% if footer_nav %}
<div class="col-md-8 col-sm-12 col-xs-12 text-left {% if footer_nav.editable %}xrm-entity xrm-editable-adx_weblinkset{% endif %}" data-weblinks-maxdepth="2">
<ul class="row list-unstyled">
{% for link in footer_nav.weblinks %}
<li class="footer-list col-sm-3">
<nav aria-label="{{ link.name | escape }}">
<h4>{{ link.name | escape }}</h4>
<ul class="list-unstyled">
{% if link.display_page_child_links %}
{% assign sublinks = sitemap[link.url].children %}
{% else %}
{% assign sublinks = link.weblinks %}
{% endif %}
{% if sublinks.size > 0 %}
{% for sublink in sublinks %}
<li>
<a href="{{ sublink.url | escape }}" {% if sublink.Open_In_New_Window %} target="_blank" {% endif %}>{{ sublink.name | default:sublink.title }}</a>
</li>
{% endfor %}
{% endif %}
</ul>
</nav>
</li>
{% endfor %}
</ul>
{% editable footer_nav %}
</div>
{% endif %}
</div>
</div>
</footer>
<script type="text/javascript">
(function ($) {
$(document).ready(function () {
$(".dropdown-submenu").on("keydown", function (event) {
if (event.keyCode == 9) {
$(this).toggleClass("open");
}
});
});
}(jQuery));
</script>
Note I commented out the {% assign contactus_url = sitemarkers['Contact Us'].url %} area and it seems to have removed the Contact Us button
Added a few additional Categories for KB articles
When portal customers go to Browse KB articles I've added a few more categories.
Disabled Customer auto registration and enabled registration by invite code only
I did not want customers to automatically register a account in Portal and set it to invite code only.
To do this I went to Portal>Site Setting
Set the following site settings:
‘Authentication/Registration/Enabled’ site setting to true
Authentication/Registration/OpenRegistrationEnabled’ site setting to false
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