Customize Portal Components via Config Sets

V11.1

Overview

As a workflow developer, you can customize various portal components with a config set.

At present, following are the components you can customize through config set:

• Grids
• Menus
• Theme

Procedure

Defining a case config set for customizing portal components is similar to creating a generic case config set.
For procedure, see this article.

You need to create the following YAML files in the ConfigSet AppStudio for each component.

For customizing grids

Examples:

• config-set/v1/ui-grid-columns/aggregatedhotcases - For My Operation Cases grid
• config-set/v1/ui-grid-columns/teamleadertasks - For My Teams Cases grid
• config-set/v1/ui-grid-columns/teammembertasks - For Cases Assigned To Me and Cases In Queue grids
  

Sample YAML file

Download the following sample YAML file for customizing My Cases grid in the portal, with overrides:

• customize_portal_grids.yaml

Add the following code snippet to the YAML file to override and duplicate the custom columns in grid.

     - type: globalvariablescolumns
        name: workflowAliasCustom
        columnTemplates:
         - type: VariableDataBoundViewColumn
           dataType: System.String
           dataField: workflowAliasCustom
           width: 140
           format: g
           caption: 'Workflow Alias Custom'

For customizing menus

Sample YAML file

Download the following sample YAML file for customizing menu in the portal, with formviewer and deeplink and without overrides:

• customize_portal_menu.yaml

For customizing theme

Prerequisites

• Make sure the Portal.UI.ConfigSetId app variable is implemented and functional.
• Logo (old or new) is correctly included in Base64 format within the YAML file.

Sample YAML file

Download the following sample YAML file for customizing theme in the portal:

• customize_portal_theme.yaml