 |
Related Topics: |  |
 |
 |
|
 |
 |
 |
To customize what is shown on the XFRACAS Portal page, choose Options > Settings > Portal Preferences.
The options available on this page allow you to specify how you want each element to be displayed in its respective area of the Portal.
For links, announcements and tasks shown in the Portal, the following options are available. Note that for incidents, problems and projects, you can choose separate display settings for records assigned to you and for records for which you are a team member.
Show All if selected, all items of that type will be displayed.
None if selected, no items of that type will be displayed, nor will the title and heading for that item type be displayed.
Show Only X, Newest/Oldest if selected, allows you to specify the number of items to be displayed in the area (from 1-99), and whether those items should be the newest (i.e., most current) items or the oldest items.
For tasks, you also can specify the Display Order in which the various types of tasks will be shown.
In the case of entities, you can specify whether the Portal should show information associated with all of the entities that you have access to or only information associated with the current entity.
Display Empty Portal Sections allows you to specify whether sections of the Portal that have no records will be shown or not.
Display My Report On Load allows you to select a report from your "My Reports" list to be run and displayed in a separate window when the Portal is loaded. You can also specify an interval controlling how often the report should be run. Entering 0 will run the report every time the page is loaded. Any other number specifies that the report should be run only that often, regardless of how often the page is loaded (e.g., entering 8 will cause the report to be run when the Portal is loaded, provided it is at least eight hours after the last time it was run. If the page is loaded again before that time, the report will not be run or displayed.)
Once you have made any desired changes, choose Options > Portal Preferences > Save to save your preferences.
Depending on your permissions, you may see a Save as application default check box. If this is selected, the preferences that you have specified in this interface will be saved as the default preferences for new user accounts.
To return to the default Portal preference settings, choose Options > Portal Preferences > Load Application Defaults.
© 2006-2017. HBM Prenscia Inc. ALL RIGHTS RESERVED.