Portals represent the main interface of your application, and provide users, such as case workers, managers, and customers, with the tools that they need to do their work. By setting up portals, you can configure the optimal environment for each of these user groups with minimal effort.
You build portals in App Studio by picking a template, populating it with pages and reusable widgets, and then setting up the primary menu. In this way, you can control what users see when they interact with your application, and what kind of navigation, forms, and work items they can create and use. To modify the interface even further, you can also set up a dedicated portal for each persona to ensure that users who belong to a specific group see only the information that is relevant to their responsibilities.
- Creating a portal
Deliver a user experience that matches the needs of each user group by setting up portals. Portals are highly configurable interfaces that can help you to define how personas interact with your application.
- Previewing a portal
Preview a portal that you develop to verify that different types of devices, such as a desktop computer or a smartphone, correctly display the user interface.
- Organizing the contents of a portal
Help users increase productivity by populating your portal with tools that have the most relevance to their roles.
- Creating the main menu for a portal
Build an intuitive and efficient navigation for your user portals. By configuring out-of-the-box components, you can create a main menu that helps your users find the information that they need in less time.
- Defining a theme and a logo for a portal
Maintain a consistent visual identity by configuring the graphic design of your portal. By adjusting the logo and the color palette of the interface, you can tailor your application to the branding requirements of your business.
- Learning about portal structure
A portal is an interface through which users interact with your application. By applying the principles of modular design to your portals, you can create optimal work environments with greater flexibility and less effort.
- Referencing data
Applications and their users need data to process cases and make informed decisions. Apart from the information provided by users during the case lifecycle, your application might also require access to existing records. Referencing data helps your users interact with data resources, and improves the efficiency of data collection.
- Forms and fields
A form is a view of your data. The fields on a form store user input that can include single-value fields, a group of values, or a list of values. After you create a form, you can associate it with an assignment or approval step in the life cycle of a case.
- Generating PDFs from your UI
Provide your users with tools to import case information to their own devices. By configuring an out-of-the-box activity to convert case data to a PDF file, you help users access and archive information that is related to their cases with less effort and at any time.