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Portal form
Completing the Skins tab

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Use this array to identify a skin and other presentation styles for this portal.

As a best practice for new applications, create composite portals for users and managers, or copy and evolve the standard composite portals pyCaseManager, User and Manager.

The combination of selections for the Role and Type fields determines what other tabs are available in the rule form.

Field

Description

Role

Select:

  • User – To indicate that this portal rule supports application users who do not update rules. The style sheet and JavaScript files for this choice require substantially less memory on the user workstation Developer setting.
  • Developer – To provide portal capabilities used by developers or business analysts. While most aspects of the Designer Studio are fixed, you can customize styles. Skins, Custom, Options, and History tabs are available.

Type

Select a type. The default type is Composite, which provides the most flexibility in development and the greatest support for localization and accessibility.

The available options depend on what is selected for the Role field.

  • For the User role:

    Fixed specifies a traditional portal. The Skins, Tabs, Custom, Options, and History tabs are available.

    Composite specifies a composite portal. The Skins, Spaces, and History tabs are available.

    Custom specifies a custom portal. Specify this when you want to use an activity to provide the capabilities you want to offer to users associated with this portal rule. The Skins and History tabs are available. Use the Activity field on the Skins tab to specify the activity.

    Mobile specifies a portal for users of mobile devices. Specify this when you want to create a portal for mobile device users. The Skins and History tabs are available. Use the Home Navigation Rule, Main Navigation Rule, and Toolbar Navigation Rule fields on the Skins tab to specify the navigation rules for the home, main, and toolbar navigation panes. This option only appears when the Role field is set to User.

  • For the Developer role: the valid Type is Composite, which specifies a composite portal. The Skins, Spaces, and History tabs are available.

Skin

Select a skin rule to define CSS styles for user forms, report displays, and portal elements.

Press the down arrow to select a skin from the list or select Default to Application Skin to use the skin defined in the Definition tab of the Application form.

Setting the portal skin to use the skin associated with an application means that you can have a single portal rendered using the skin associated with each application. This eliminates the need to create multiple portal skins that correspond to your various application skins.

An application can be rendered using either the skin defined on the portal or the skin defined in the application rule. During development, you can override this by specifying a skin to be used when running a process from the developer portal.

The standard skin Developer is reserved for the standard Developer portal rule, which defines the Designer Studio.

Activity

Select Custom as the Type to display an Activity field and a params button. Specify or create the activity that provides the capabilities you want to offer to users associated with this portal rule.

After you have selected the activity, click the params button. Enter appropriate values for each activity parameter.

Main Navigation Rule

Select Mobile as the Type to display the Main Navigation Rule field. This is a required field. Specify or create the mobile navigation rule that provides the main navigation capabilities you want to offer to users associated with this portal rule.

The content of this rule occupies the entire screen on a phone or portable media player. On a tablet device, the content of this navigation appears on the left in landscape mode, and as an overlay in portrait mode when you tap the Navigation button.

The check boxes in the Visible On: area are selected by default. Clear these check boxes to prevent the Main Navigation Rule from being displayed on phones and tablets. If the Phone check box is cleared for the Main Navigation Rule, the Home Navigation Rule is used at run-time.

Note: Reference a navigation rule of type Mobile. If you reference a Standard type navigation rule, a validation error displays when you save the portal rule.

Toolbar Navigation Rule

Select Mobile as the Type to display the Toolbar Navigation Rule field. This is a required field. Specify or create the mobile navigation rule that provides the toolbar navigation capabilities you want to offer to users associated with this portal rule.

The content of this rule appears at the top of the display on a tablet device, and at the bottom of the display on a phone or portable media player.

The toolbar navigation pane is optionally supplemented by the Supplemental Toolbar Navigation Rule field on the Display Options tab on the Harness.

The check boxes in the Visible On: area are selected by default. Clear these check boxes to prevent the Toolbar Navigation Rule from being displayed on phones and tablets.

Note: Reference a navigation rule of type Mobile. If you reference a Standard type navigation rule, a validation error displays when you save the portal rule.

Application Header Text

Select Mobile as the Type to display the Application Header Text field. This is an optional field. Enter a name or description of your application. The text displays above the Main Navigation rule on the mobile device at run time.

Default to Portal Short Description

Select Mobile as the Type to display the Default to Portal Short Description check box. Select this check box to default the application header text to the value that you entered in the Short Description field of the portal rule header.

Application Header Logo

Select Mobile as the Type to display the Application Header Logo field. Optionally, enter the path to a .png image that you would like to display as part of the application description. Large images scale down to 32 x 32 pixels. No scaling applies to images smaller than 32 x 32 pixels.

If an image is provided without text, the image centers in the available space. To include an image with no text, leave the Application Header Text field blank, and do not select the Default to Portal Description check box.

Logo Alignment

If you select Mobile as the Type, the Logo Alignment field appears. Use the drop-down menu to indicate whether the logo should appear to the Left or Right of the header text.

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