User Guide

Portal User Guide

• Axon Ivy Portal
• Dashboard
  • Introduction
  • Add a new widget
• Dashboard Configuration
  • Private dashboards configuration
  • Public dashboards configuration
• Complex Filter
  • Introduction
  • How to use
  • Save A Filter Set
  • Filter Set Management
  • Filter Operators
• Full Process List
  • Process Display Mode
  • Values of Portal Setting Portal.Processes.DefaultImage
  • HowTo: Add an external link
  • HowTo: Edit process icon of External link in Image mode
  • Process Information
• Full Task List
  • HowTo: Configure the full task list
  • HowTo: Move and Resize Widgets in Task Details
  • HowTo: Attach a document to a case
  • HowTo: Remove an attachment from the case
  • HowTo: Add a note to a task
  • HowTo: Export a task history
  • HowTo: Show Workflow Events
  • HowTo: Share Task Details
• Full Case List
  • HowTo: Move and Resize Widgets in Case Details
  • HowTo: Attach a document to a case
  • HowTo: Remove an Attachment from the Case
  • HowTo: Add a Note to a Case
  • HowTo: Export a Case History
  • HowTo: Manipulate Related Tasks Inside Case Details
  • HowTo: Manipulate Related Cases Inside Case Details
  • HowTo: Show Process Viewer
  • HowTo: Share Case Details
• Statistic Chart
  • Introduction
  • How to use
  • Available Standard Charts
• Portal Header
  • User Settings in the Axon Ivy Portal
  • Admin Settings
  • My profile
  • Dashboard Configuration
  • Absences
  • Change Password
  • Info
  • Logout
  • Global Search
• My Profile
  • General settings
  • Process list configuration
  • Language settings
  • Notification Channels
• Notification
• Portal Chat
  • HowTo: Activate chat
  • HowTo: Create a process chat related to a case
  • HowTo: Read/Send chat message
• Admin Settings
  • HowTo: Add a Third Party Application
  • HowTo: Update Portal Settings
  • HowTo: Show/Hide the Announcement
  • HowTo: Manage Roles
  • HowTo: Enable/Disable Password Validation
• Forgot Password
• Portal Multi Language
  • HowTo: Enable the translation
  • HowTo: Translate a pure text
• Accessibility
  • Why is Accessibility Important?
  • Accessibility Approach in the Axon Ivy Portal
  • Accessibility Dashboard Templates
• Demo Processes
  • Leave Request
  • Lending (Case Map)
• QR code
  • HowTo: Activate the QR code
  • HowTo: Change base Portal URL for Axon Ivy Mobile application
  • HowTo: Download the Axon Ivy Mobile application using the QR code
  • HowTo: Connect To the Axon Ivy Mobile application using the QR code
• AI Assistant