softsync-lab/softsync-skills-hub/softsync-portals

Portals

A portal is a small site for people outside the workspace. Visitors sign in as a record (for example a contact) and see only what the portal's pages show them.

Tools

• portals with action list or get: each portal, its pages and its public link (publicUrl) while it is on.
• manage_portals with action create: a title, a group, who signs in (contactTableId, or leave it out to let anyone look) and the pages. A "records" page lists records of a table: path is how the signed-in contact reaches them ([] for the contact itself), fieldIds are shown, editFieldIds the visitor may change. A "form" or "booking" page shows that form or meeting type.
• Action update: send only what changes. Pages, when sent, replace the whole list, so read the portal first.
• Action new_link: a new link; the old one, and everyone signed in through it, stops working at once.
• Action delete: the link stops working for everyone.

Rules

• Portals need the Admin role.
• Take table and field ids from describe_workspace_schema; a page with an unknown table or field is refused with the reason.
• Confirm before switching a portal off, giving it a new link or deleting it: visitors lose access at once.