These variables give you a portal's link, identifier, and password, and its progress, for use in emails, instructions, and workflow.

Variables for the portal being created or sent

[PACKAGEURL], [PACKAGEGUID], and [PACKAGEPASSWORD] are only filled in while a portal is being created by the Create Portal Package workflow action or sent with the Send Portal button on a Record's Portals panel. They are meant for the invitation email's subject and body. Outside those two moments they are empty; to build a link at any other time use [PACKAGELINK] instead.

Variable

Value

Example

[PACKAGEURL]

The web address of the portal. Use it when you want the link somewhere other than the bottom of the email, where it is placed automatically.

Use this link [PACKAGEURL] to open your portal becomes Use this link https://server/public/portal/abc-123 to open your portal

[PACKAGEGUID]

The portal's unique identifier. Rarely needed on its own; it is the last part of the URL.

Your portal reference is [PACKAGEGUID]

[PACKAGEPASSWORD]

The portal's password. Use it when you want the password somewhere other than the bottom of the email.

Your password is [PACKAGEPASSWORD]

Building a link later

[PACKAGELINK(guid)] builds the portal's web address from its unique identifier at any time, in any variable-replaced text. To use it, save the identifier when the portal is created with the Create Portal Package action's GUID to Field option, then pass that field's value. This is the variable to use for reminder emails and SMS messages sent after the portal was created.

Variable

Value

Example

[PACKAGELINK(guid)]

The portal's web address for the given identifier.

[PACKAGELINK([PortalGUID])] becomes https://server/public/portal/abc-123

Progress variables

These are recalculated every time a portal is opened and are available in the portal's instructions and in the Action Sets run by the portal's Custom Actions.

Variable

Value

[PortalCompletePercent]

The portal's completion percentage, for example 67.

[PortalCompletePercentTo25]

The percentage rounded down to the nearest 25: 0, 25, 50, 75, or 100.

[PortalProgressImage1], [PortalProgressImage2], [PortalProgressImage3]

A completion gauge image in one of three styles, based on the rounded percentage.

Event data values

The Custom Actions on a template also receive LastPortal data values describing the portal, the login, the uploaded document, or the saved E-form. They are listed under Custom Actions in the Collaboration section of Administration System.