Introduction

Portal Developer Guide provides information to set up, configure, customize Portal so that it could fit customer need.

More UX for Axon Ivy Portal 9.2, refer to New & Noteworthy 9.2.

  • Enhanced forgot password features

  • Simplified tasks and cases export

  • Redesigned process list

  • Additional drag and drop widgets in task and case detail pages

  • Advanced user specific settings

New & Noteworthy 9.2

Task/Case details configuration

Task/Case details are well structured, user can drag and drop the widgets and they can be configured via Global variable (JSON file).

Enhanced forgot password features

Users can reset their passwords easily using the standard password reset feature integrated in Axon Ivy Portal login-screen send-email-screen

Simplified tasks and cases export

We have listened to you! Business users requested to export specific lists from Axon Ivy Portal to perform further analysis in Microsoft Excel. Now they have the possibility to export any list with one mouse click. task-key-information

Redesigned process list

You don’t see the forest for the trees? Not anymore! Switch to the new grid view to display your process list in a more user-friendly way.

portal-process-grid-view-page

Additional drag and drop widgets in task and case detail pages

Only you know the details and therefore, any detail page for tasks or cases can be restyled using drag and drop widgets. Create your own detail page with your specific content and without the need of programming. detailed-task-information

case-details

Advanced user specific settings

Make it your own way with the Axon Ivy Portal. Users can optimize process work and customize the Axon Ivy Portal to their own taste.

my-profile-save

New override approach

Portal uses HTML Dialog Override instead of Sub Process Override for customization.

User and role selection component

If you need user and role selection, use Portal component instead of implementing yourself. For more details refer to User Selection and Role Selection.

New & Noteworthy 9.1

Overlay guide

At first login, an introduction will be shown to introduce all main features of Portal.

overlay-guide

My profile

My profile replaces for language setting and email setting. Also, introduce the general setting for you can configure the portal according to your requirements

my-profile

New absence management

New UI and user can choose deputy as permanent or temporary for personal task.

absence

Further improvements

Filter case by owner in case list and task analysis if case owner is enabled.