When the user creates a portfolio based on a template with an outline options form, the form must be completed before the portfolio can be made active and shared. In the current implementation, it's easy for the user to skip the required settings before attempting to preview or share the portfolio. A number of changes could be made to give the required settings greater prominence and/or to prevent the user from attempting actions that should not be taken until the outline options form has been completed. The following changes are suggested for consideration. These changes could be implemented individually or in combination.
1. Disable"Share with Others' links on Portfolio Summary Page (see "disable share with others.jpg")
2. Remove "Share" option in Actions menu on Portfolios List page until required settings have been completed (see "actions dropdown.jpg")
3. Disable Preview the Portfolio until required settings have been completed. (see "disable preview.jpg")
4. Move the Required Settings link above the Add/Edit content link to give it greater prominence (see "required settings first.jpg")