--- title: "5.1. Briefing Portal Page" slug: "51-briefing-portal-page" updated: 2026-05-27T07:31:06Z published: 2026-05-27T07:31:06Z canonical: "documentation.encodify.com/51-briefing-portal-page" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt > Use this file to discover all available pages before exploring further. # 5.1. Briefing Portal Page Briefing Portal Page is a Home page where all of Briefings’ types *(New Briefing, Other, Weekly Info)* will be displayed. Briefings’ types are specified in the *Briefing Module configuration* *> Field Definitions* > *Briefing Type field.* Chains are displayed as tabs *(Denmark, Norway, Sweden…)* and specified in the *Chains* module > *Partner # Field.*Each chain has its own set of briefings grouped by briefing types. Each briefing can contain several pages with headlines. Products of the briefing belong to a specific headline on the page. The figure below represents the structure of the briefing system. ![image015.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image015.png) Briefing type and briefing rows can be unfolded by clicking on the triangle icon to the left of their names. ![image017.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image017.png) It is possible to set the number of shown tabs in Briefing using the "Show tabs" field. The default number of shown tabs is 5. "Show tabs" option is available on: 1. Briefing portal page: list of chains ![fa6d94dcb1.jpg](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/fa6d94dcb1.jpg) 2. Opened briefing: list of divisions ![da85aeaeb3.jpg](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/da85aeaeb3.jpg) 3. Opened briefing page: list of pages ![9f4db9dd20.jpg](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/9f4db9dd20.jpg) To navigate to different tabs on the briefing portal page, on the briefing page or in the opened briefing view page, it is possible to use the "More" drop-down button. ![020c759131.jpg](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/020c759131.jpg) Expanded button displays the list of hidden options (chains, pages or divisions). ### 5.1.1. Creating New Briefing --- To start the creation of a new briefing, click the *Create New Briefing* button in the Briefing list. Please note: visibility of the *Create New Briefing* button is based on READ + UPLOAD access to the Briefing Module Fields created in the *Briefing* module are displayed. *![image019.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image019(1).png)*After the data was input to the Basic Configuration Window, switch to the Pages tab. Fields in this page are controlled by the *Headlines* module. *![image021.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image021(1).png)*By pressing the *OK* button, the system will redirect the user to Page View. The main feature of Page View is an extended toolbar with lots of functions. Pages are displayed as top tabs and Headlines as bottom tabs. *![image023.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image023(1).png)* ### 5.1.2. Copy Briefing --- To copy the existing briefing, click the *Edit Briefing* button in the Briefing list > Press *Insert as New* ![736f0176ed.jpg](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/9773278367005.png) By pressing *Insert as New*, the user navigates to the Insert Mode window. Where the user can decide whether the campaign would be copied together with the products or without them, either together with the prices or without the prices. Please note: visibility of the *Insert as New* button is based on READ + UPLOAD access to the Briefing Module ![436093bf98.jpg](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/9773300193565.png) The list of fields to be shown in the *Copying of Price Fields* section is regulated by the Copy Template set in the corresponding module settings. **Please note!**Even when the *Insert with Prices* checkbox is disabled, content from the Briefing, Product number and Chain fields will be copied anyway. ### 5.1.3. Briefing System Archive --- The Briefing System Archive holds the inactivated briefings. To make briefing inactive Archive Briefing button in Briefing Edit window is used. This button is controlled by ‘*Items should be removed from the list by’*setting in **Briefings** module. Depending of its value (Delete or Making Inactive) button will change its function to Delete Briefing or Archive Briefing. To see all inactivated briefings user can use Go to Archive button. In opened window it is possible to search in the list of inactivated briefings by some criterias. Briefing can be reactivated by clicking on the Make Active button in Edit Briefing window. ![image025.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image025(1).png) ### 5.1.4. Product Overview Export --- It is possible to download the product overview Excel file from the Briefing Portal page. A user can select a product category for export and desired view (full or light).![image027.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1778568904527.png) In order to enable and use the export of data by means of the Product Overview Export functionality, the following options should be configured first: - **Export Product Overview**should be enabled in the *Briefing System > Settings* section. - **Field with Category** is an optioned field (select box, radio button, etc.) and should be created in the Product module and mapped to the corresponding "Field with Category" in *Briefing System > Products* section. - **Field with Abbreviation** is a field of text type and should be present in the Module with Chains and correspondingly mapped in *Briefing System > Chains > Field with Abbreviation*. Processing of the report is now performed via queue, so the following settings need to be added to the webapp.yaml file: ```plaintext encode:   webapp:     queue-listeners:      briefing-product-overview-export: 1 ``` There are 2 ways of generating a product overview report: 1. Using a scheduler job ProductOverviewExcelExportJob (*deprecated in 9.100.0*); 2. Download the report from the Briefings List Page. **Scheduler job ProductOverviewExcelExportJob**(deprecated in 9.100.0) A lot of computing is involved in the generation of these spreadsheets, and they are therefore generated every night by a scheduler job. Scheduler.properties: ```plaintext joblist=ProductOverviewExcelExport job.ProductOverviewExcelExport.type=enCode.app.common.briefing.ProductOverviewExcelExportJob job.ProductOverviewExcelExport.param.SiteID=1 job.ProductOverviewExcelExport.param.formatterClassName=dk.encode.ebms.briefing.excel.CampaignExcelExport ``` Files are placed in ../Files/BriefingExcelExport and named after Category option ID, and the light version is marked: ```plaintext ProduktOversigt_318_Light.xls ProduktOversigt_318.xls ProduktOversigt_450_Light.xls ProduktOversigt_450.xls ``` If the scheduler job has been previously run (ProductOverviewExcelExportJob), clicking the button on the Briefing Portal page will download the product overview file from the folder on the File system. **Download report from the Briefings List Page** It is possible to download ProductsOverview from the Briefings List Page by clicking the *Export Product Overview* button in the Toolbar. Clicking the button will start Excel document generation and the following download. Visibility of the "Export Product Overview" button is controlled by the "Export" access right setting. In order to see and use the button, the user should be granted "Export" access to at least the "Briefing" module. > [!WARNING] > **Note!** > > Light version is available only for Briefings with next hard-coded values of field specified as *Briefing Type*: > > - Avis > - Campagne > - TV **Content of files** The Product Overview report has one spreadsheet with a left and a right section with different types of columns. The report shows a list of products from briefings with a chain assigned whose start date is less than half a year (26 weeks) ago from the moment and end date is less than half a year (26 weeks) later. One or more lines appear for each product; a new line is created if one or more price fields are different for the product. Fields in the right part of the report are shown according to Excel Export Field Usage. The spreadsheets have a left and a right section with different types of columns and a number of product lines: **![ProductOverview_111-Google-Sheets.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/productoverview_111-google-sheets.png)** One or more lines appear for each product, a new line is created if one or more price fields are different for a product: ![product_lines.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/product_lines.png) ### 5.1.5. Sorting on Page View by fields --- *Available in version 15.0.0* Starting from version 15.0.0, single sorting of columns is available in Briefing and Page Views. This will allow users to sort fields from Products, Product on Briefing, and Prices modules. Products can be sorted in ascending or descending order by clicking the arrow next to the column header. Combined Products are sorted in groups based on the sorting order of the main products. The sorted column header and arrow icon are highlighted in a darker colour, indicating sorting and sort order. ![sort_by.png](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/10344872439325.png) Sorting Known Behaviour: - Only Columns (fields) that are available for sorting in Module List View in Classic UI, can be sorted in Briefing / Page Views. - Reloading page will restore the default sorting ( sorted in Ascending order by Ref# Products on Briefing; most recently added products are displayed last ). ### 5.1.6. Change Sorting for the Pages --- Pages can be sorted from the Change Sorting window available from the Edit Briefing window. ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image(246).png) By inputting numbers in the “Wanted” column for the pages, you can sort the pages you wish to modify. By ticking the “Renumber Pages” checkbox and confirming the changes, you can change the titles of the pages as well, so they will be automatically updated using the predefined names like “Page 1, Page 2…” following the new sort order. The labels are set in accordance with the user's locale. ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image(247).png)