About Portal rules
 

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Purpose

03-02 R-5939 C-180 Use portal rules to create a custom portal layout for a group of users. You can determine:

• The portal role — User (portals whose users do not update rules) or Developer (portals whose users do update rules)
• The portal type — Custom, composite (V5.5+), fixed (traditional, V5.1+) or classic (for the Version 4.2 legacy development portal)
• For composite portals, the harness rules that define each space
• CSS styles for the portal window, reports, and work object forms
• For traditional ('fixed') portals, the gadgets, workspaces and workspace labels

Contrasting composite portals and fixed (traditional) user portals

• Introduced with V5.5, composite portals are defined by harness rules and section rules. Composite portals can operate with Internet Explorer 6+, Firefox 3.5+, or Safari 4+, or Chrome 5+ browsers. Composite portals are recommended for new development. The parts — known as spaces — of a composite portal are defined on the Spaces tab. GRP-240 5.5
  Process Commander includes two samples of composite portals: User and Manager.
  See How to create a composite portal.
• Introduced with V5.1, fixed or traditional portals include the standard WorkUser and WorkManager portals, which operate only with Internet Explorer. Traditional user portals are built from gadgets — special HTML rules — rather than harness and section rules. Gadgets are referenced on the Options, Tabs, and Custom tabs. Through activities and HTML rules, you can create additional gadgets for traditional portals and determine their appearance and behavior. See How to customize traditional user portal layout and behavior.

Access

Use the Rules Explorer to list all portal rules available to you.

Where referenced

Portal rules are referenced in the Settings tab of the access group form. Users associated with that access group see the corresponding portal layout.

Select > User Interface > User Screens > Portals and Skins to view the portal rules referenced by the operators who can access the current application.

Category

Portal rules are part of the User Interface category. A portal rule is an instance of the Rule-Portal rule type.

Atlas — Standard Portal rules

User Interface category
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