User portal basics

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Process Commander includes four standard portals as starter rules for your application.

Two standard composite portal rules Manager and User define composite portals that provide universal access to Process Commander applications from a user workstation. These use the compositebrand skin.
Two traditional portals WorkManager and WorkUser, introduced in V5.2, provide similar capabilities but offer less flexibility for customization. These use the standardbrand skin.

Features of the portal serve specific audiences:

For supervisors or line managers, the portal provides access to standard reports, graphs, and view of current and historical operations.
For application users, the portal includes a uniform approach for finding, entering, and completing work. Your application may customize this page or present the user interface through a portal rule or other facilities.

The portals in your applications may reflect customization and differ from the descriptions in this help system.

Parts of the composite portals

Composite portals offer multiple advantages over traditional portals:

Full support of all styles through the Application Skin wizard
Greater flexibility in physical layout
Easier development of new functions based on familiar section rules and harness rules.
Additional controls, including dynamic menus and the Work Area control that allows users to open multiple work objects at once
Allows users to find work objects using full-text search
Supports Mozilla Firefox 2+ browsers as well as Microsoft Internet Explorer browsers
Fully localizable

The two standard composite portals are provided as working examples and starters for your own composite portals.

User portal

The composite portal User is defined by the standard harness rule Data-Portal.User:

A — Top panel. Image logo, click to return to initial presentation.
B — Top panel. Application selector (not a work pool selector), controlling which application is in use for entering new work. See Note.
C — Top panel. Split-button menu for entering new work objects (starter flows). The set of starter flows for the currently selected application is filtered to show only those for which the user has appropriate privileges.
D — Top panel. Find work facility; search by ID, party, resolver, and other criteria
E — Top panel. Log-off link.
F — Left panel. Recently opened work objects.
G — Left panel. News for organization unit (from Data-Broadcast instance)
H — Left panel. Profile with links and access to full profile. Update capabilities depend on user privileges.
I — Center panel. This user's worklist, on a tab; shows all assignments from all applications.
J — Center panel. Open work object forms, for assignments or review, each on a tab

Note: The application selector appears only if this user has two (or more) access groups which each is associated with an application. The access group and application rule setup for composite portals differs from the setup used with tranditional portals.

Manager portal

The Manager portal is defined by the standard harness rule Data-Portal.Manager:

Manager portal

The top panel contains the same sections as the User portal.

The left panel (A) contains three accordion controls that provide access, in the center panel, to a Dashboard (B), a Process Work facility, and a Monitor Activity facility. These are functionally similar to the capabilities in the traditional WorkManager portal, though details of the interaction and styles differ.

Parts of the traditional portals

The traditional portals contain a navigation panel and multiple workspaces.

Navigation panel

zzz The left area of portal is known as the navigation panel. This panel is initially visible. Click the blue triangle Collapse icon () to hide the navigation pane and make the workspace wider. Click the blue triangle Expand icon () to show the navigation pane and make the workspace narrower.

Use the navigation panel to:

Log off Process Commander
Launch a new Thread in a new window
View or change your current work pool name with the work pool selector
Return to the home layout of a workspace, using the collapse button () at the right end of a bar.

The Help, Launch, and Log off links appear at the top right of the window.

Workspaces and bars

Two workspaces are available. Click a bar in the navigation panel to open a workspace and its navigation panel:

Click the Process Work bar () to perform work in an application, access your worklist, and complete work processing forms. See:

Click the Dashboard bar () to access your dashboard. The results depend on your role.

When you open a bar for the first time, a home layout appears. As you use a workspace, the contents of the workspace change to reflect your work. Each workspace retains its contents when you use other workspaces.

Click the close arrow at the left end of the bar to return to the home view of the workspace.

The WorkManager portal

For users with a PegaRULES:WorkMgr4 access role, the dashboard allows a quick review of the state of work in process. See WorkManager Portal — Using the Dashboard.

Managers can access the Monitor Activity workspace to work with reports and graphs describing the operation of your business and application. Click the Monitor Activity bar () to open this workspace. See Working in the Monitor Activity workspace (WorkManager portal).

Customizing a composite portal

Composite portals are produced from harness and section rules. See How to create a composite portal.

Customizing a traditional portal

Through a portal rule, developers can customize aspects of a User portal by rearranging, relabeling, or adding or removing elements known as gadgets.

	access role, composite portal, delegated rule, gadget
	About Portal rules How to set up Internet Explorer 6 How to set up Internet Explorer 7 Interacting with list view displays How to customize User portal layout and behavior

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