Back Forward About composite portals

A composite portal is a portal defined by a set of harnesses and sections. In contrast, a traditional portal is a portal defined by a fixed layout built from HTML rules.

Benefits

Composite portals were introduced in V5.5. Because of their harness- and section-based structure, composite portals offer multiple advantages beyond what the traditional ('classic') portals such as the WorkManager and WorkUser portals provide. Composite portals provide:

Standard portals

Standard composite portals for users and line managers

PRPC includes four composite portal rules for application users and managers. Each is a working example that you can copy and extend to create portals for the end users of your application.

Standard composite portal for development teams

The standard Developer portal supports business analysts, designers and developers. This special-purpose portal rule provides a standard user interface (known as the Designer Studio) for designers and developers who work on applications.

NoteNote that this portal is not intended as a working example for copying and extending; many of the parts of this portal are marked as final rules. The portal rule has its Role field set to Developer, while the User and Manager portal rules have their Role field set to User. However, for many features of these portals, you can control which capabilities are available to which development team members through access roles and privileges.

Common parts of composite portals (V5.5)

Those portals whose underlying portal rules have a portal role set to User can be used as working examples and starting points for you to create your own composite portals for your application's users.

Both of the working examples — the Manager and Worker portals — use the same menu bar.

The menu bar can display a control on the left, near the Pega logo, where the logged-in user can switch between his associated work pools. The user can only create new work items for the currently selected work pool.

The menu bar can provide three more controls on the right:

Click the New button to display a drop-down menu that shows all of the starter flows that the user can initiate to create a work item. Click one of the choices to start that flow and create its work item.

version 5.5 find-work form

The Search function appears differently in a portal depending on which option you choose for the FindWork section in your created composite portal (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 for the portal's users:

portal search variables

When searching in a portal, if the user changes 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.

Parts of the Case Manager portal

See About the Case Manager portal.

Parts of the User portal

The user interface of the User portal is defined by the standard harness Data-Portal.User:

User portal

The left panel, from the top:

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

Parts of the Manager portal

The user interface of the Manager portal is defined by the standard harness Data-Portal.Manager:

Manager portal

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

How to create a composite portal

Composite portals are produced from harnesses and sections. See How to create a composite portal.

Definitionsportal
Related topicsAbout Portal rules
About the Case Manager and Case Worker portals
About Broadcast data instances
AtlasAtlas — Standard portal rules

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