Difference between revisions of "Creating a Portal Interface"

Revision as of 13:06, 14 July 2017

You can create a simplified interface for a role by using one of the Portal design options.

Comparison between Menu and Portal Interfaces

The following table outlines the key differences between the two interfaces.

Creating a Portal Interface

1. Click the Configuration, Roles and Security Settings link.

2. Click on the hyperlink for "User Roles."

3. Click on the Edit option for the relevant role or New Role if creating a new user role.

4. Click the "Shortcut" tab.

New Shortcuts are added using the right panel of the window, and are listed on the left side of the window once created.

The following tabs are displayed at the top of the Shortcuts window:

• New Shortcut – clears the shortcut displayed in the top of the window, and starts a new shortcut.
• Import – imports the shortcuts from a portal you have previously created.
• Export – exports the shortcuts so you can create another portal for a different role.
• Re-Order – re-order shortcuts.

If you wish to edit an existing shortcut, click on the name and it will be displayed in the right panel.

The following controls are displayed in the top panel.

• Name – the name you want to display to the right of the shortcut icon.
• Description – the description you want to display below the shortcut icon.
• Category – the category that the shortcut should be grouped under.
• Order – the display order of the icons in the portal. Icons are displayed left to right and top to bottom.
• Style - either Icon or Aggregate

The Icon option is the traditional icon based shortcut. The following settings are associated with this style:

• Icon Type – the type of icons you wish to use. Click on the Show button to choose the icon from a selection page.
• Icon – the specific icon taken from the icon type.
• URL – the link to the item. See also Determining the URL of a report.
• Visibility Condition. - allows you to use conditional logic to determine whether or not this icon is visible

See Visibility Condition for examples

The Aggregate option allows configuration of a shortcut to a list view. The shortcut would display an aggregate calculated from the list view (eg. sum, count, avg) and can link to access the actual list view. The following settings are associated with this style:

• System List View – select List View that will be used for Aggregate section.
• Aggregation Column – select column in List View that will be used in calculating aggregate
• Aggregation Type – Sum, Count or Average
• Number Format – Comma, Currency, Abbreviation, None
• Precision – select precision option
• Link to list view – Aggregate will link to list view if clicked
• URL – Aggregate will link to URL if clicked
• Visibility Condition – allows you to use conditional logic to determine whether or not this icon is visible

See Visibility Condition for examples

There are three buttons displayed in the top pane:

• Save – save the shortcut.
• Clear – clear the current shortcut from the top panel.

Make sure you click the Clear button or New Shortcut tab when adding shortcuts; otherwise you may overwrite the same shortcut on the list.

5. Add the following Shortcuts:

6. Click the Portal tab and select the appropriate Portal design. Click Save.

If the Portal design is either Classic or Contemporary then the selected shortcuts are displayed in the main pane of the window and also displayed as icons in the left navigation pane. If the Portal design is Arcadia X then the selected shortcuts will be dependent on the configuration of the Action tabs.

See Also

• Portal Design
• Determining the URL of a report
• ReportProperty