TABLE OF CONTENTS

• Introduction
• Accessing the Portal
• Overview of the Portal Page
• How to Use the Portal
• Step 1 - Create Portal Forms
  • Create the View Item Survey
  • Create the New Item Survey
• Step 2 - Enable Portal Feature
• Further Support

Introduction

ManagementStudio has a special function, which allows logged in and anonymous end-Users to view & edit items on the Web Portal. This is useful in Organisations, where a project admin might need to just provide limited view of the software list for the first line teams i.e. access to search, the type of application, description of application & process status. The portal is available within the following modules: Applications, Devices, Users, Deployment Units, Defects, Tasks, Bespokes & Mailboxes. 

Accessing the Portal

The Web portal page is accessed through the Administration section:

• Switch to Administration (1) and select the appropriate module. 
• The example uses Applications (2).
• Select Portal (3).

Overview of the Portal Page

Although the options will vary between modules, the layout consists of the following core panel areas:

TIP: To have the web page render with a 100% width paste this code into the 'Custom JS' box.
document.getElementById('header-container').setAttribute("class", "container-fluid");
document.getElementById('body-container').setAttribute("class", "container-fluid");

Grid View Buttons

The Grid View supports adding buttons to view the details (i.e. a Survey Page) of an item or adding custom buttons to Surveys or Script actions.

Details Button

Adding 'Details'  to the list of Grid Columns will add a Button to the front of the Grid that when clicked will open the Survey defined in the 'View Item Survey' dropdown.

Note 'Details' is an alias to the full version of the Details button below. The full version of the Details button can be used if more control over the button's visuals or action is required.

Format: {DetailsButton; Label: Details; Style: btn-primary btn-sm; OpenIn:SplitTab}

Survey Buttons

If the details button is not enough and additional buttons for other Surveys are required then a custom Survey button(s) can be added as below.

Format: {CustomButtonSurveyId: 1; Label: My Survey; Style: btn-primary btn-sm; OpenIn:SplitTab}

Script Buttons

Script Buttons will run a script on the selected item before either displaying a message to the User or redirecting them to a new page.

This can be used to e.g. create a new version of an Application and then redirect a user to the new App’s survey page to collect more information.

Format: {CustomButtonScriptId: 99; Label: My Action; Style: btn-primary btn-sm; OpenIn:SplitTab}

OpenIn

The OpenIn option controls where the new Tab for the Details / Survey / Script will be opened.

There are three valid options : NewTab, ThisTab, SplitTab. 

How to Use the Portal

The example that follows will use the Applications module to illustrate the concept, although this approach applies to all modules within ManagementStudio.

Step 1 - Create Portal Forms

The Survey forms are used to create the pages on the portal. The following two forms are required:

1. View Item - Used to view detailed information of the item
2. New Item - Used to create a new item

Create the View Item Survey

• Switch to Administration and select Applications.
• Click Surveys.
• Click New Survey.
• Enter the name of the Survey i.e. Application Details.
• Turn off most of the survey features:
• Show Pass/Fail Opts buttons
• Lock on complete
• Show completed by
• Comments trigger fail
• Show comments box
• Click Display fields, enter the required fields.
• Click Save Changes.

An example of an Application details portal

Create the New Item Survey

• Switch to Administration and select Applications.
• Click Surveys.
• Click New Survey.
• Enter the name of the Survey i.e. New Application Request.
• Turn off most of the survey features:
• Show Pass/Fail Opts buttons
• Lock on complete
• Show completed by
• Comments trigger fail
• Show comments box
• Click Display fields, enter the required fields.
• Click Save Changes.

An example of a new application request portal

Step 2 - Enable Portal Feature

• Switch to Administration and select the Applications module. 
• Select Portal.
• Enable the checkbox Is Enabled.
• Within the Grid view page panel, ensure the checkboxes Enabled and Allow Search are ticked.
• Enter details you wish displayed on the portal within the following fields:
  • Header
  • Sub Header
  • Description
• Using the View Item Survey dropdown, select the Application Details survey.
• Using the New Item Survey dropdown, select the New Application Request survey.

• Click Save Changes at the top.
• This will generate a Grid View Url and also a New Item Url for logged in and Anonymous users.
• An admin has the option to send a link out to logged in or Anonymous users.
• Additionally, an admin has the options to specify what an anonymous users can do within the portal using the Anon access level dropdown menu.

• Copy the New Item Url or Grid view Url.
• Embed this in an email to be sent out to the User.
• The User copies the Url and pastes it into a web browser. 
• The User will be presented with the default Grid view similar to the below screenshot.

• Upon clicking on Details against an Application on the grid view, they are presented with the application details form designed earlier.

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.