Create and Edit HTML Modules

HTML modules allow organizations to create customized content that can be added to pages within their Client Portal application. This enhances both the functionality and visual appeal of the portal. Common types of modules include text blocks, button sets, and links to other applications or pages. HTML modules can save time and ensure consistency by allowing a module to be used in multiple locations, with updates needing to be made only in one central place.

In this article, we’ll cover how to:

• Create an HTML Module
• Modify an HTML Module
• Delete an HTML Module

Create an HTML Module

For Client Portal Admins: To create an HTML module:

1. In the Client Portal, click your name in the top right > Admin > Modules & Pages > HTML Modules
2. Click the +New button at the top of the page
3. Fill in the  details as follows:
   1. Category – Select the Client Portal application where you want to use this module
   2. Name – Assign a descriptive name to the module that makes it easy to locate when adding to applications and pages
   3. Show Border – Check the box to display a border around the desktop module
   4. Show Name – Check the box to display the module name
   5. Sanitize Content – The HTML content will be validated against the HTML content allowlist. This can only be disabled by a Global Admin.
   6. Content – Enter the content for the HTML Module. Add rich text using the editor, click the Source button to add HTML, or use Bootstrap to incorporate other styles or functionalities.
4. When finished, click the Save button.

For Global Admins: To create an HTML module:

1. In TDAdmin, go to Dashboard Templates > HTML Modules 
2. Click the +New button at the top of the page
3. Fill in the  details as follows:
   1. Context – Defines whether the HTML module will be available in Client Portal pages or Work Management (TDNext) dashboards
   2. Application – Select the application where you want to use this module
   3. Name – Assign a descriptive name to the module that makes it easy to locate when adding to applications and pages
   4. Show Border – Check the box to display a border around the desktop module
   5. Show Name – Check the box to display the module name
   6. Sanitize Content – The HTML content will be validated against the HTML content allowlist.
   7. Content – Enter the content for the HTML Module. Add rich text using the editor, click the Source button to add HTML, or use Bootstrap to incorporate other styles or functionalities
4. When finished, click the Save button at the top

Modify an HTML Module

To edit an HTML module:

1. Open the HTML Modules settings:
   • Client Portal Admins: In the Client Portal, click your name in the top right > Admin > Modules & Pages > HTML Modules
   • Global Admins: In TDAdmin, go to Dashboard Templates > HTML Modules 
2. In the HTML Modules list, click the name of the module you’d like to edit
3. In the Edit HTML Module popup, edit the content as desired
4. Click the Save button

Delete an HTML Module

If a module is no longer in use, it can be removed from the system.

To delete an HTML module:

1. Open the HTML Modules settings:
   • Client Portal Admins: In the Client Portal, click your name in the top right > Admin > Modules & Pages > HTML Modules
   • Global Admins: In TDAdmin, go to Dashboard Templates > HTML Modules 
2. In the HTML Modules Display window, click the Delete link next to the module you’d like to delete
3. Click the OK button in the confirmation popup