About composite portals

Process Commander includes two standard composite portals as working examples and starters for your own composite portals, User and Manager.

Both portals use the same menu bar.

The menu bar may display a control on the left, near the Pega logo, where the user can switch among the work pools with which he is associated. The user can only create new work objects for the current work pool.

The menu bar provides three more controls on the right:

Click the New button to display a dropdown menu showing all the starter flows that the user can start to create a work object. Click to start the flow and create the work object of your choice.

The Search function appears differently depending on which option you choose. See the FindWork entry in the Available Standard Sections table in How to create a composite portal. For instance, the Advanced option (the default), includes the search bar and supports Lucene-based full-text search as well as work "Entered by me", "Resolved by me" and other choices:

The Search option provides specific and general search options:

• Enter a text string that relates to the work objects you are searching for, and press the enter key or click the magnifying glass icon.
• The system displays all work objects that contain the string you specified. Above the search results are a series of fields where you can refine the search:

• In the first field, the default is All Work Types. You can limit the search to any available work type by selecting it.
• In the second field, the default is Work Objects Only. You can search work objects and Note attachments, or only Note attachments.
  Searching attachments is possible only if indexing of attachments is enabled in the System Settings gadget. Select > System > Settings > Search. In the Search gadget in the Indexing section, check the Index Attachments checkbox and click Submit. See Understanding full-text search.
• In the third field, the default is All Work. You can limit the search to work entered by, assigned to, associated to, or resolved by the current user.
• In the fourth field, the default is Updated Anytime. You can choose one of a series of time ranges, such as Yesterday.

When you change any of these settings, the search runs again automatically and displays revised results.

The search results display in a grid. Click the title or ID of any item to open it in a separate window for review or updating.

• Click the Log Off link to exit the portal.

User portal

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

The left panel, from the top:

• gives the current user's name
• shows work the user has recently updated or resolved
• shows the current news broadcast. If the user has administrative privileges, an Edit button appears. The user can update the short news message for all users. See About Broadcast data instances.
• displays a summary of the current user's profile. If the user has access to multiple portals, as in the illustration, he can switch from one to another using the dropdown menu. The Full Profile button gives access to the user's profile rule.

The right panel displays the work objects currently assigned to the user, in a sortable grid display. Click any work object to open it for review or work. See Using the Process Work workspace.

Manager portal

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

The left panel contains three controls that determine what appears in the rest of the screen:

• Dashboard - a series of graphs and charts, updated in near-real time, to give a high level view of project progress. See Using the Composite portal dashboard.
  
  When the Dashboard is selected, the left panel includes
  • the current news broadcast. If the user has administrative privileges, an Edit button appears. The user can update the short news message for all users. See About Broadcast data instances.
  • a summary of the current user's profile. If the user has access to multiple portals, as in the illustration, he can switch from one to another using the dropdown menu. The Full Profile button gives access to the user's profile rule.
• Process Work - where the administrator can create and delegate new work objects, and review and resolve existing work objects. See
  • Processing work
  • Bulk processing of work objects
  When this gadget is displayed, the left panel contains a list of work objects that the current user has recently processed.
• Monitor Activity - access to a wide range of reports on work progress and the behavior of Process Commander. When this gadget is displayed, the left panel contains a series of report utilities. See Manager portal — Using the Report Browser.

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