Adding items by category to a page

With Oracle Portal, you can include on a page all the items belonging to a specific category in a content area. For example, you might want to include all the portlets belonging to the Human Resources category on a page devoted to that department. Let's see how you would accomplish this using the following procedure.

If you are creating a category that you later plan to add to a page, be sure to select the Publish As Portlet check box on the Main tab in the Category Manager. Then you can add your category to a page directly, by completing the steps below. (If you have the proper privileges, you may want to edit the category and make sure this check box is selected.) The steps to add a category to a page vary slightly depending on whether you want the category to be visible to all users of the page, or just yourself.

If a category has not been published as a portlet, or if you're not sure, you can still add it to your page by adding the generic Category portlet to the page, then selecting the appropriate category. The steps to add the generic Category portlet to a page vary slightly depending on whether you want the category to be visible to all users of the page, or just yourself.

Note

Normal security-checking is always imposed. Therefore, only those items the user is authorized to see are displayed on the page, which may or may not include every item belonging to the category.

To add a category to the default version of a page:

  1. If you are in the Create Page Wizard, make sure you are at the Add Portlets step (step 3 of 4).

    If you are already on the page, at the top of the page click Edit Page.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Edit.

  2. In the region where you want to add the category, click Add Portlets.

  3. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  4. Under Other Providers, click the name of the content area where the category resides.

  5. Click the category name.

    Note: To see a preview of the category before adding it to your page, click Preview next to the category name.

  6. Click OK to return to the Portlets tab.

  7. In the category portlet's header, click Edit Defaults.

  8. Change the name of the portlet, if desired, in the Display Name field.

  9. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected category. The portlet includes next and previous links to enable users to page through all the items that belong to the category five at a time.

  10. Click OK to return to the Portlets tab.

  11. Click Close or Finish to display the page or return to the Navigator.

To a category to your own version of a page:

  1. If you are already on the page, at the top of the page click Customize.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Customize.

  2. In the region where you want to add the category, click Add Portlets.

  3. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  4. Under Other Providers, click the name of the content area where the category resides.

  5. Click the category name.

    Note: To see a preview of the category before adding it to your page, click Preview next to the category name.

  6. Click OK to return to Customize Page.

  7. Click Close to display the page or return to the Navigator.

  8. If you are in the Navigator, click the page name to display the page.

  9. In the category portlet's header, click Customize.

  10. Change the name of the portlet, if desired, in the Display Name field.

  11. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected category. The portlet includes next and previous links to enable users to page through all the items that belong to the category five at a time.

  12. Click OK to return to the page.

To add the Category portlet to the default version of a page:

  1. If you are in the Create Page Wizard, make sure you are at the Add Portlets step (step 3 of 4).

    If you are already on the page, at the top of the page click Edit Page, then click the Portlets tab.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Edit.

  2. In the region where you want to add the category, click Add Portlets.

  3. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  4. Under Seeded Providers, click Portal Content Area.

  5. Click Category.

    Category should now be included in the Selected Portlets list.

  6. Click OK to return to the Portlets tab.

  7. In the Category portlet's header, click Edit Defaults.

  8. Change the name of the portlet, if desired, in the Display Name field. For example, you might want to change the name of the portlet to the name of the category you select.

  9. Next to the Selected Category field, click Change Category. Click the plus sign next to the content area that contains the category you want to add, then click Return Object next to the category itself.

    In our example, you would choose Portlet Repository as the content area, and Human Resources as the category.

    The category name now appears in the Selected Category field.

  10. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected category. The portlet includes next and previous links to enable users to page through all the items that belong to the category five at a time.

  11. Click OK to return to the Portlets tab.

  12. Click Close or Finish to display the page or return to the Navigator.

To add the Category portlet to your own version of a page:

    If you are already on the page, at the top of the page click Customize.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Customize.

  1. In the region where you want to add the category, click Add Portlets.

  2. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  3. Under Seeded Providers, click Portal Content Area.

  4. Click Category.

    Category should now be included in the Selected Portlets list.

  5. Click OK to return to Customize Page.

  6. Click Close to display the page or return to the Navigator.

  7. If you are in the Navigator, click the page name to display the page.

  8. In the Category portlet's header, click Customize.

  9. Change the name of the portlet, if desired, in the Display Name field. For example, you might want to change the name of the portlet to the name of the category you select.

  10. Next to the Selected Category field, click Change Category. Click the plus sign next to the content area that contains the category you want to add, then click Return Object next to the category itself.

    In our example, you would choose Portlet Repository as the content area, and Human Resources as the category.

    The category name now appears in the Selected Category field.

  11. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected category. The portlet includes next and previous links to enable users to page through all the items that belong to the category five at a time.

  12. Click OK to return to the page.

Notes

  • If a category contains sub-categories, the sub-categories appear as links. Click a link to display the associated items, ordered by the folders to which they belong.

  • If you choose a category that is defined for a specific content area, only items belonging to that category within the content area are displayed on the page. If you choose a shared category (i.e., by choosing a category from the Shared Objects content area), all content areas are searched for items belonging to the category.

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