Creating a Portal
Creating a portal gives you the flexibility to define the overall style of your portal, and there are several templates included in the core product for quick start. You are able to define the pages that are available in the menus and use the out-of-the-box widgets to define the content of the pages. Each portal page is split into different sections, you do not have to have items in each section the page will automatically draw based on the sections you have populated.
| Function | Description |
|---|---|
| New portal button |
The new portal button allows you to add in a new portal. You are able to add in a portal view for each persona that you have defined.
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| Edit Portal |
Use this section to define a name for your portal and the persona(s) it will apply to. Select the layout based on the available selections - left-hand nav will give the page menu down the left-hand side, hero nav will put the page elements across the top of the screen. Hero navigation is best utilised when there will only be a few page options - this is frequently used for external portal views. Use the select template to pick an out-of-the-box template you wish to start with. This is often the quickest and easiest way to start your portal definition even if you will make significant changes.  |
| Add category |
Adding a category will add a new left hand menu item that is not linked to a specific page. This is usually used to group together similar items and the user will be presented with a tree view to expand. Add the name and font awesome icon of the category to define how it will appear in the menu.
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| Add page |
The add page button allows you to add an additional page to your portal. The page will be placed at the bottom of the page list but you can then use drag and drop to move the page to the correct position. Default page - will set this to be the initial page the user lands on when the portal is opened Badge count - allows you to define a list view which will provide a count of those items visible in the menu (for example if your list view shows open tasks then the badge would show the number of open tasks currently in your scope). Display business rules - these allow you to further refine when the page will appear. For example you may have set up your portal to be available to all personas but you only want this page to be visible for an internal persona or at a certain phase in your work.  |
| Add command |
The add command option allows you to add a command into your portal definition. Rather than opening a page this will perform an action. The system comes with a number of pre-defined configurable commands such as open a work item, action participants.  |
Once you have configured your portal make sure you test it out and make sure if you are editing a work type portal that you standardise the menu/radar that appears at the top of the screen across your pages. This is where using the out-of-the-box portals can be helpful.