Customization

Portal provides extensive customization capabilities allowing you to tailor the user interface, workflows, authentication, and business logic to match your organization’s requirements. Through callable subprocesses, custom widgets, and configuration variables, you can extend Portal without modifying its core code.

What You Can Customize:

Visual Appearance: Logos, colors, themes, and date patterns
Authentication: Password validation, reset flows, and logout behavior
Navigation: Custom menu items, page headers/footers, and navigation logic
Task & Case Details: Custom widgets, layouts, and information panels
Document Management: Integration with external DMS systems
Delegation Rules: Custom logic for determining who can delegate tasks
Process Display: Custom images and information pages for processes

Customization Approach:

Portal customization follows a callable subprocess pattern: you implement subprocesses with specific signatures, and Portal automatically detects and uses them. This approach ensures upgrades don’t break your customizations.

Getting Started:

Review the Architecture to understand Portal’s multi-app structure
Download portal-developer-examples from the Portal download page
Import examples into your designer under Ivy Projects
Copy and modify example subprocesses for your needs

Example Projects:

The portal-developer-examples project provides working examples of all customization points with:

Complete subprocess implementations
Sample JSON configurations
Integration examples
Best practice patterns

Tip

Start with portal-developer-examples before building custom implementations. The examples demonstrate correct subprocess signatures, parameter handling, and return value formats.

Important

Testing Your Customizations:

Test customizations in a development environment first
Verify subprocess signatures match Portal’s expectations exactly
Check that custom processes don’t interfere with Portal’s core functionality
Document your customizations for future maintenance