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Customizing portals and dashboards

Pega Government Platform provides custom portals with configurable dashboards. Portals provide a comprehensive workspace while dashboards centralize key information about the application. You can personalize portals and dashboards by designing portals for access groups and by customizing widgets in the dashboard view.

The examples in this procedure illustrate the creation of a portal for market analysts. To create any other portal, modify the rule names and labels to match your custom portal.

  1. In Dev Studio, create a class for the target access group that inherits from the Data-Portal class. For example, PegaPS-Data-Portal-Procurement-MarketAnalyst.

    For more information about creating classes, see Creating a class.

  2. Create a portal with the harness that applies to the new class.

    For more information about creating portals, see Portal rules.

  3. Search for and open the pyCaseManagerPrepareDefaultDashboard data transform rule of the PegaPS-Data-Portal-Procurement-MarketAnalyst class.

  4. Save the data transform rule in the new class.

  5. On the Definition tab, next to the first step, click the Gear icon to view the parameters.

  6. In the Apply Data Transform - Parameters window, modify the value of the UserDashboardCategory parameter to match your target access group. For example, type MarketAnalyst.

  7. Search for and open the pyUserDashboardSetDefaultCategory data transform rule and perform the following actions:

    1. On the Definition tab, add a step by clicking the Add a row icon.

    2. In the Action column, select Otherwise When.

    3. In the Target column, type .pxThread.pxPortal=="MarketAnalyst".

    4. In the substep that displays, in the Target column, type Param.UserDashboardCategory

    5. In the Source column of this substep, enter "MarketAnalyst".

  8. Search for and open the pyCaseManagerDashboards data transform rule and perform the following actions:

    1. On the Definition tab, add a step by clicking the Add a row icon.

    2. In the Action column, select Otherwise When.

    3. In the Target column, type .pyCategory=="MarketAnalyst".

    4. In the substeps, set the following properties:

      • pyLabel as equal to "Market analyst dashboard"
      • pyDescription as equal to "@getLocalizedText(.pyLabel."pyCaption".tools)
      • pySectionName as equal to "TwoSquareRightColumn"
      • pyTemplateLabel as equal to "Two Square Right Column"
  9. Search for the pyCaseManagerLinks navigation rule and save it into the class that matches your target access group, for example PegaPS-Data-Portal-Procurement.

  10. On the Editor tab of the navigation rule, click the Actions section and perform the following actions:

    1. In the Data Transform field, enter pxUserDashboardPrepareDisplay.

    2. In the UserDashboardCategory field, enter the value of a parameter, such as MarketAnalyst.

      By passing this parameter to the pxUserDashboardPrepareDisplay data transform rule, you make sure that the user has access to a customized dashboard.

  11. Optional:

    To update the default widgets or add new widgets, update the values in the pxUserDashboardInitWidget data transform rule.

  12. Optional:

    To customize the dashboard, click the Personalize the dashboard icon in the upper-right corner.

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