Portals and landing pages
A Portal is the user interface of an application. Portals consist of landing pages that consolidate case-related information within the application. Portals and landing pages combine to provide application users, such as case workers, managers, or customers, with the tools each needs to work with a case.
Portals
A portal is a web channel in use by your application. You can use portals to design custom web interfaces for various personas in your application. Portals help you to control the content with which each user interacts.
Users have different needs that align with the roles they play within the case management process. To improve their experience, you can design a web interface that provides them with the information and functionalities they need, but hides options that are not relevant to their role. This method contributes to a cleaner user interface and makes navigation quicker and more convenient.
Depending on the needs of your organization, you can set up a single portal and control the visibility of particular UI elements through personas and access privileges, or create separate portals for individual user groups. In the case of multiple portals, each version uses the same ready-to-use designs, which provide a reliable basis for a flexible user interface. The streamlined, single-design approach improves run-time performance and reduces development effort.
End users experience the portal through a browser, regardless of device type (such as a desktop or mobile device). Portal authoring is a simple and intuitive way to create an application web channel. You can configure a portal with predefined portal templates to set the screen layout and required features. The templates support responsive application development and include a mobile-only layout option.
By default, Pega Platform™ has one portal for application users: the User Portal. The User Portal provides a standard user interface for working on cases. It is intended to be used by end users on desktop and mobile devices. For example, the User Portal allows users to create and process cases that are assigned to them.
Note: Legacy fixed or custom portals are no longer recommended in Pega Infinity™ as they do not support cross-browser or responsive design. Debugging tools, such as Live UI, might not work for these legacy portals. Replace fixed or custom portals that lack responsiveness with Pega Infinity portals. To learn more about portals, see Configuring portals.
Landing pages
A portal consists of landing pages that consolidate information for easy access. To build an application that matches the needs of your users, you create landing pages with fields, controls, and resources presented as images and text. Landing pages allow you to present additional resources to users. You can create, configure, and add landing pages to menus within your application to display specific information.
Landing pages added to a portal menu are also added to the portal. By managing the list of landing pages, you can customize the main menu and improve navigation and user experience.
Pega Platform provides out-of-the-box landing pages, called Custom pages. For example, Teams is a custom page that displays the teams the user belongs to. As shown in the following image, you can add the Teams landing page to the User Portal main menu:
Landing pages menu
You can place a finished landing page within one or several application menus by using the Landing pages menu in App Studio. You can also add, disable, or manage access to landing pages as well.
- Add landing pages to an existing portal to effectively organize the content of your channel in a main menu.
- Disable an existing landing page that is no longer needed to prevent users from adding the landing page to any menu.
- Manage access to landing pages by specifying visibility by role. For example, a landing page with employee reviews is visible to only a manager.
Tip: In App Studio, click Design to toggle Design mode, and then click Pages to access the Landing pages menu. The Landing pages menu lists both the pages you created and the Custom pages provided by Pega Platform. Disabled landing pages are not listed.
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