Month: December 2016

PP00003: Public Portal Dashboards (NEW)

Description:

The Public Portal Dashboards allows you to add B.I. Dashboard Profiles for public portal users. This master file will later be enhanced to add more security settings related to public portal users.

Located At:

Main > Core Business > Private And Public Portals > General Setup > Public Portal Dashboards

Initial Tabs, and Fields:

  • General (Tab Page)
    • Code
    • Name
  • Dashboards
    • Grid:
      • Code
      • Description

Interface:

GENERAL: Multi-selection And Row Arrangements in Grid with Check boxes

Grids that are able multi-select will now show check boxes for a much easier selection. The “Select All” button that was once placed on top of the column labels are now in line with the column labels and shown as a clickable check image. In addition, grids that are able to do row rearrangements will now show an up and down arrow.

Interface:

 

BI: Business Intelligence (NEW CORE MODULE)

Location:

Main > Core Modules > Business Intelligence

Initial Programs:

  • General Setup
    • BI00000A: Business Intelligence Settings – Default settings of Business Intelligence.
    • BI00001: B.I. Dashboard Portals – in previous versions of the B.I. Dashboard Tools to add a custom dashboard to a user, you will need to add them one at a time per user account. This master file allows you to create and deploy dashboards per System User Groups or Portal Groups.

Interface:

 

 

 

PP: Private And Public Portals (NEW CORE MODULE)

Location:

Main > Core Modules > Private And Public Portals

Initial Programs:

  • General Setup
    • PP00000A: Private And Public Portals Settings – Default settings of Portals.
    • PP00001: Portal Activation – allows activation of a ‘portal’ type program for Private or Public use.
    • PP00002: Portal User Groups – grouping for private portal users (to be developed further to have an even more granular security access settings).

Interface: