Portal 7 report properties

You can configure your Portal 7 report using the following properties:

Property Description
Configuration
Object / value renderers
When switching objects always activate the first tab

Enabled: When you open an object in the portal, the first tab is always opened in the object view.

Disabled: When you open an object in the portal, the tab that was last opened in the previous object is opened in the object view.

Navigation

Here you can see which contents you have configured for the navigation bar.

Searched categories

Here you can enter or view the categories that are taken into account in the Portal search.

Tab views

The tab views you have configured for the Portal are displayed here.

Hero message Here you can enter a text that will be displayed in the Portal on the homepage.
Print reports Here you can store the print reports that are to be available in the Portal.
Disable selection for Here you can store categories whose objects cannot be selected in the Portal.
Drop-down views

The drop-down views you have configured are displayed here.

Disable default display for

Here you can define categories and objects for which the standard display should not be shown in the Portal. This only makes sense if you have configured a separate view for the category or object.

Show column charts

This property is used to display column charts in the Portal.

Note: If a freehand diagram is modeled for an object, the column diagram is displayed in another tab.

See also: Users with administrator rights can also activate this option via the Global settings in the Portal.

Column chart colors Here you can define the colors of the column charts. Enter the hexadecimal code of the colors separated by semicolons (e.g. C3CDD3;A5D4D5;A6D1E1).
Additional actions Here you can see which additional actions you have configured.
SmartModel view Here you can reference a drop-down view that is displayed in the Portal for a process in the SmartModel view.
Matrix view Here you can reference a drop-down view that is displayed in the Portal for a process in the matrix view.
Process sheet Here you can reference a drop-down view that is displayed in the Portal for a process in the profile view.
Regard versioning (only released content is displayed to users)

If you enable this option, only released content is displayed to users.

See also: Users with administrator rights can also activate this option via the Global settings in the Portal.

Show confirmation dialog for acknowledgements

By default, users do not have to authenticate themselves when they acknowledge of a version. If you enable this option, recipients must authenticate themselves again when acknowledging.

Web styles
Use database stylesheet

Enabled: The stylesheets stored in the database are also used for the Portal.

Disabled: The stylesheets stored in the database are not used for the Portal.

Output
Font icon Here you can select a Font Awesome icon to be displayed for the report in the SystemAdministration.
Authentication
Allow anonymous sessions

Enabled: Portal content can also be viewed without logging into the Portal (Anonymous user).

Disabled: In order to view Portal content, the user must log in to the Portal.

Background image Here you can store an image that will be displayed in the login dialog.
Login information Here you can store a text that will be displayed in the login dialog when the question mark icon is clicked.
Hints
Display version hints

Displays a message in the browser tab if the open object is versioned in the Portal.

Display acknowledge information

Displays a notification when the logged-in user needs to acknowledge an object version.

Navigation
Collapse initially

Enabled: The navigation bar in the Portal is initially collapsed and can be expanded manually.

Disabled: The navigation bar in the Portal is initially expanded and can be collapsed manually.

Show icons

Enabled: Icons are displayed for the navigation entries.

Disabled: No icons are displayed for the navigation entries.

Show labels

Enabled: The names are displayed for the navigation entries.

Disabled: No labels are displayed for the navigation entries.

Show tooltips

Enabled: Tooltips are displayed for the navigation entries when hovering over them.

Disabled: No tooltips are displayed for the navigation entries.

Logo

Here you can store a logo that will be displayed in the menu bar of the Portal.

See also: Users with administrator rights can also activate this option via the Theme Editor in the Portal.

Maximum number of levels Here you can enter the maximum number of levels to be displayed in the navigation bar.
Show homepage

Enabled: The Homepage navigation entry is displayed in the navigation bar. Users can navigate to the homepage via this navigation entry and by clicking on the logo in the menu bar.

Disabled: No entry for the homepage is displayed in the navigation bar. Users can navigate to the homepage by clicking on the logo in the menu bar.

Show "My Portal" button

Enabled: The navigation entry My Dashboard is displayed in the navigation bar.

Disabled: The navigation entry My Dashboard is not displayed in the navigation bar.

Navigation info text Here you can insert a text or graphics that will be displayed in the Portal at the bottom of the navigation bar.
Homepage
Homepage

This shows what content you have configured for the homepage.

See also: Configure homepage

Theme
CD colors for color selection

The color codes that are set as CD colors for the quick selection in the Theme Editor are displayed here.

Attention: Do not set any color codes here. Use the Theme Editor in the Portal for this.

Versions
Prefer working draft Always shows the working draft of an object first, even if it is versioned.