Create a Portal 7

Portal 7 reports are created, configured and managed in the SystemAdministration in the BPM Portal area.

Instruction:

1. Open the SystemAdministration

2. Open the BPM Portal | Reports (dynamic) area in the SystemAdministration and create a new Portal 7 via the context menu:

   

3. In the properties dialog of the new Portal you can directly configure your Portal report as desired or close it via Save and configure the Portal report later via the properties. For information on how to configure the Portal report and what properties are available, see Portal 7 report properties.

Result:

The new Portal report is created. You can now configure it further or register it via the context menu and then open it in a browser tab.

Structure of a Portal 7 report:

The following entries are present in a new Portal 7 report:

• Content: Under the Content entry you can create your own object formats. For example, if you want a different display format in the Portal for a certain category of objects or want to extend the standard view. For this purpose, you can create a View component under the Content entry and configure all content there as you wish.
  

• Navigation: In the Navigation area you can create new navigation entries. These are then displayed in the left navigation bar in the Portal. If you do not configure any navigation entries under Navigation, the contents of the model overview are displayed in the navigation bar in the Portal by default. As soon as a navigation entry is created under Navigation, it is displayed instead of the model overview entries. You can create the following navigation entries here:

  • App

  • Dashboard

  • Navigation entry

  • Navigation group

  • Subheading

• Homepage : In the Homepage section you can configure the homepage of your Portal. By default, the homepage displays your favorites, last visited objects, and last edited objects. In the Homepage area, you can additionally configure quickstarts and diagrams.

• Process overview : In the Process overview area, you can configure views that are then available for your processes in the Portal. By default, the standard view, the presentation mode and the read mode are available for processes. In the Process overview area, you can create tables and matrices, which are then displayed in the SmartModel and Matrix views respectively.

• Additional actions: Under Additional actions you can configure actions that are available in the context menu of certain objects in the Portal.

  See also: Find out how and where to configure additional actions under Start own WWF and CIP via More actions.