Custom Actions run an Action Set when the outside user does something in the portal. Three events are available, and each one picks an Action Set from the list or No Action Set to do nothing. The Action Set runs against the portal's Record, so it can update fields, send emails, route workflow, or anything else an Action Set can do.

These events are set on the template only. Portals created from the template use the template's events, and changing the template changes what fires for every portal made from it.


Login Actions

Runs when a user logs into the portal, and again on every later visit. These data values are available to the actions while they run:

  • LastPortalName — the portal's name
  • LastPortalID — the portal's ID
  • LastPortalGUID — the portal's unique identifier
  • LastPortalLogin — the email address the user logged in with, when the portal asks for one
  • LastPortalLoginTime — the date and time of the login
  • LastPortalLoginTimeUTC — the same in UTC
  • LastPortalLoginType — the portal's security setting as a number: 0 for No Security, 1 for Password Only, 2 for Email and Password
  • LastPortalLoginTypeName — the same security setting as a name

Document Upload Actions

Runs after a user uploads a required document. Available data values:

  • LastPortalName, LastPortalID, LastPortalGUID — as above
  • LastPortalDocumentCat — Category of the uploaded document
  • LastPortalDocumentSubCat — SubCategory of the uploaded document
  • LastPortalDocumentName — Name of the uploaded document
  • LastPortalDocumentID — ID of the uploaded document
  • LastPortalDocumentTime — the date and time of the upload
  • LastPortalDocumentTimeUTC — the same in UTC

E-form Complete Actions

Runs after a user saves a required E-form. Available data values:

  • LastPortalName, LastPortalID, LastPortalGUID — as above
  • LastPortalEform — the name of the E-form that was saved
  • LastPortalEformID — the ID of the E-form
  • LastPortalEformCat — Category of the saved E-form document
  • LastPortalEformSubCat — SubCategory of the saved E-form document
  • LastPortalEformName — Name of the saved E-form document
  • LastPortalEformDocumentID — ID of the saved E-form document
  • LastPortalEformTime — the date and time of the save
  • LastPortalEformTimeUTC — the same in UTC



The LastPortalName, LastPortalID, LastPortalGUID, and login values are also written to the Record each time the portal is opened, so they can be read later by workflow or reports. The document and E-form values exist only while their event's actions run.