Portal form
Completing the Skins tab

Field

Description

Role

Select:

• User — to indicate that this portal rule supports application users who do not update rules. The style sheet and JavaScript files for this choice require substantially less memory on the user workstation Developer setting. Specify User if you are creating a Mobile portal.
• Developer — to provide portal capabilities used by developers or business analysts. While most aspects of the Designer Studio are fixed, you can customize styles. Skins, Custom, Options, and History tabs are available.

For details about the effect of changes in this setting, see More about Skin rules.

Type

Select a type. The default type is Composite, which provides the most flexibility in development and the greatest support for localization and accessibility. See About composite portals.

The available options depend on what is selected for the Role field.

• For the User role:

  Fixed specifies a traditional (V5.1+) portal. The Skins, Tabs, Custom, Options, and History tabs are available.

  Composite specifies a composite (V5.5+) portal. The Skins, Spaces, and History tabs are available.

  Custom specifies a custom portal. Specify this when you want to use an activity to provide the capabilities you want to offer to users associated with this portal rule. The Skins and History tabs are available. Use the Activity field on the Skins tab to specify the activity.

  Mobile specifies a portal for users of mobile devices. Specify this when you want to create a portal for mobile device users. The Skins and History tabs are available. Use the Home Navigation Rule, Main Navigation Rule, and Toolbar Navigation Rule fields on the Skins tab to specify the navigation rules for the home, main, and toolbar navigation panes. This option only appears when the Role field is set to User.

• For the Developer role: the valid Type is Composite, which specifies a composite (V5.5+) portal. The Skins, Spaces, and History tabs are available.

Skin

Select a skin rule to define CSS styles for user forms, report displays, and portal elements.

If you selected User in the Role field, select User, Classic, or a custom Skin rule.

The standard skin Developer is reserved for the standard Developer portal rule, which defines the Designer Studio.

The standard skin BusinessAnalyst is reserved for the standard BusinessAnalyst portal rule, which defines the Business Analyst portal.

For Mobile portal type, skins are not supported.

If you select Custom as the Type, an Activity field and a params button appear. Specify or create the activity that provides the capabilities you want to offer to users associated with this portal rule.

After you have selected the activity, click the params button. Enter appropriate values for each activity parameter.

If you select Mobile as the Type, the Home Navigation Rule field appears. Specify or create the mobile navigation rule that provides the content of the home panel you want to offer to users associated with this portal rule. This is a required field, though on a phone or portable media player device, the Home Navigation does not appear. This Home Navigation Rule rule contains a single node of type Item.

The content of this rule appears on the tablet:

• at initial load of the mobile portal.
• when the user clicks Done on the Confirm harness.
• when the user clicks Cancel on a New or Perform harness.

Be careful to reference a navigation rule of type Mobile. If you reference a Standard type navigation rule, a validation error will appear when you save the portal rule.

If you select Mobile as the Type, the Main Navigation Rule field appears. This is a required field. Specify or create the mobile navigation rule that provides the main navigation capabilities you want to offer to users associated with this portal rule.

The content of this rule occupies the entire screen on a phone or portable media player. On a tablet device, the content of this navigation appears on the left in landscape mode, and as an overlay in portrait mode when you tap the Navigation button.

Be careful to reference a navigation rule of type Mobile. If you reference a Standard type navigation rule, a validation error will appear when you save the portal rule.

If you select Mobile as the Type, the Toolbar Navigation Rule field appears. This is a required field. Specify or create the mobile navigation rule that provides the toolbar navigation capabilities you want to offer to users associated with this portal rule.

The content of this rule appears at the top of the display on a tablet device, and at the bottom of the display on a phone or portable media player.

The toolbar navigation pane is optionally supplemented by the Supplemental Toolbar Navigation Rule field on the Display Options tab on the Harness.

Be careful to reference a navigation rule of type Mobile. If you reference a Standard type navigation rule, a validation error will appear when you save the portal rule.