Space Portal Design

In gray release

After creating a workspace, follow the steps in this document to design the space portal home page.

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1. Space Portal Design

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1.1 Overview

Space portal design lets you tailor the space portal to your business needs. A single space can host multiple portals—such as an office portal, a corporate information portal, or a Party building portal—to serve different scenarios. Space navigation supports custom configuration, and each portal theme can either inherit the space theme or use its own.

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2. Steps

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2.1 Create a Portal

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Create a Portal from a Template

• On the Create portal page, choose Create from template or Create blank page.
• Select a template portal and design the space portal layout on the page.

• When you are done, click Save in the upper-right corner.

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Create a Blank Portal

• Click Create blank page to go directly to the new blank portal editing page, as shown below:

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2.2 Edit a Portal

1. Open the space editor, choose Space portal settings, select a space portal, and click Edit.

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2.3 Portal Management

1. The Space portal settings page manages multiple portals. The list displays: Portal, View scope, Last modified time and user with action, Portal status, and Actions.
2. Click a portal name to open its view page.
3. Click Edit to open the portal editing page.
4. Click Copy to duplicate a portal.
5. Click Delete to remove a portal after a secondary confirmation.
6. Click Permission settings to open the permission settings page.

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3. Portal Component Reference

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3.1 Space Portals Support the Tabs Component

The space portal supports the Tabs component, so users can switch quickly between modules. Drag the component onto the page and configure its basic properties.

Preview	Property	Description
	Size	Small or Medium. Default: Medium.
	Overflow behavior	Two display modes: scroll or dropdown.
	Content	Tab items. Up to 20 tabs.
	Padding	Configurable.
	Border	Configurable.
	Shadow	Configurable.
	Display device	Choose both platforms or PC only.

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3.2 Space Portals Support the DingTalk Docs Component

By integrating DingTalk Docs into a YiDA space portal, your organization can centralize document management. All project- and process-related documents are managed and accessed on one platform, reducing the overhead of switching between platforms.

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1) Install the Space Portal X DingTalk Docs Component

1. Go to the YiDA Plugin Center.
2. Select the Space portal x DingTalk Docs plugin.

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2) Use the Space Portal X DingTalk Docs Component

Preview	Property	Description
	Show title	Defines the separator between breadcrumbs. Default: ”/”.
	Title text	Up to 100 characters.
	Help tip	Help text that appears next to the ❓ icon when set.
	View more	Displays a More button that opens the specified URL when clicked.
	Add document	Click to open the DingTalk Docs list and select a document.
	Display device	Display device: both platforms or PC only.

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3.3 Space Portals Support the DingTalk Project Component

By integrating DingTalk Project into a YiDA space portal, project data—such as task status, milestones, and issue records—syncs to the YiDA portal in real time, keeping project teams up to date.

Preview	Property	Description
	Unique ID	Auto-generated by the system.
	Show title	Default: DingTalk Project.
	Help tip	Help text that appears next to the ❓ icon when set.
	View more	Displays a More button that opens the specified URL when clicked.
	Display device	Display device: both platforms or PC only.

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3.4 Space Portals Support DingTalk Announcement Integration

The dynamic data source of the workspace portal announcement component supports DingTalk announcements. On the YiDA space portal design page, select the Announcement component. In the Attribute panel on the right, set Data source to dynamic data source and set Content source to DingTalk announcements.

Announcement preview	Configuration steps
	1. On the property panel, choose Announcement content > Dynamic data. 2. Set Content source to DingTalk announcements. 3. Multi-select announcement categories. Only categories you have permission to view are available.

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3.5 Space Portals Support DingTalk App Integration

Workspaces let you add DingTalk apps—both internal apps and third-party enterprise apps—that have been published to the DingTalk workbench. You can select DingTalk apps in the static data source of components such as the carousel, article list, announcement, and quick entry. The following sections cover each component:

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1) Carousel Component

For other basic properties, see this document.

Carousel preview	Configuration steps
	1. On the property panel, choose Carousel content > Static data > Edit. 2. For Link type, choose Select app. 3. Click Select app. 4. The app dialog shows YiDA apps and DingTalk apps you have permission to access.

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2) Article List

For other basic properties, see this document.

Article list preview	Configuration steps
	1. On the property panel, choose Article content > Static data > Edit. 2. For Link type, choose Select app. 3. Click Select app. 4. The app dialog shows YiDA apps and DingTalk apps you have permission to access.

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3) Announcement

For other basic properties, see this document.

Announcement preview	Configuration steps
	1. On the property panel, choose Announcement content > Static data > Edit. 2. For Link type, choose Select app. 3. Click Select app. 4. The app dialog shows YiDA apps and DingTalk apps you have permission to access.

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4) Quick Entry

For other basic properties, see this document.

Quick entry preview	Configuration steps
	1. On the property panel, choose Quick entry > Edit. 2. For Link type, choose Select app. 3. Click Select app. 4. The app dialog shows YiDA apps and DingTalk apps you have permission to access.

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3.6 Space Portals Support DingTalk To-Do Integration

You can integrate DingTalk To-Do into YiDA space portals through two components: To-Do metrics and To-Do list. To-Do list is a tool for managing and tracking tasks or pending items. It appears as a task checklist that helps users organize their work efficiently. To-Do metrics is a statistics and visualization tool for the status of items in the To-Do list. It gives users a data-driven view of overall task progress and encourages goal-oriented completion.

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1) To-Do List

Preview	Property	Description
	Style library	Switch between list styles.
	Title bar	On by default. Can be turned off. When on, configure the title text, help tip, and View more.
	YiDA To-Do	Set To-Do content to YiDA To-Do. Only workflow task data from YiDA is included. To-Do list type: “Pending my action”, “Created by me”, “Processed by me”, “CC to me”.
	DingTalk To-Do	Set To-Do content to DingTalk To-Do. To-Do category: Select one or more To-Do categories. To-Do category options match the top-level categories in DingTalk To-Do for the organization, as shown below: To-Do list type: “Pending my action”, “Created by me”, “Processed by me”, “Participated by me”. Click More: opens the DingTalk To-Do Center. Click a specific to-do task to open the DingTalk To-Do Center and jump to that task.
	Display device	Display device: both platforms or PC only.

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2) To-Do Metrics

Preview	Property	Description
	Style library	Blue by default. Switch to other styles as needed.
	Show title	On by default. Can be turned off. When on, configure the title text, help tip, and View more.
	YiDA To-Do	Set To-Do content to YiDA To-Do. Statistics include only workflow task data from YiDA. To-Do list type: “Pending my action”, “Created by me”, “Processed by me”, “CC to me”.
	DingTalk To-Do	Set To-Do content to DingTalk To-Do. To-Do category: Select one or more To-Do categories. To-Do metrics: metrics become “Pending my action”, “Created by me”, “Processed by me”, “Participated by me”. Click a metric: opens the DingTalk To-Do Center.
	Display device	Display device: both platforms or PC only.