Portals and landing pages
A Portal is the user interface of an application. Portals consist of landing pages that consolidate Case-related information within the application. Portals and landing pages combine to provide application users, such as customer service representatives, managers, or customers, with the tools each needs to work with a Case.
Portals
A Portal is a web Channel in use by your application. You can use Portals to design custom web interfaces for various Personas in your application. Portals help you to control the content with which each user interacts.
By default, Pega Platform™ has one Portal for application users: the Web Portal. The Web Portal provides a standard user interface for working on Cases. It is intended to be used by end users on desktop and mobile devices. For example, the Web Portal allows users to create and process Cases that are assigned to them. A preview of the Web Portal is displayed in the following figure:
Users have different needs that align with the roles they play within the Case management process. To improve their experience, you can design a web interface that provides them with the information and functionalities they need but hides options that are not relevant to their role. This method contributes to a cleaner user interface and makes navigation quicker and more convenient.
Depending on the needs of your organization, you can set up a single Portal and control the visibility of particular UI elements through Personas and access privileges or create separate Portals for individual user groups. In the case of multiple Portals, each version uses the same ready-to-use designs, which provide a reliable basis for a flexible user interface. The streamlined, single-design approach improves run-time performance and reduces development effort.
End users experience the Portal through a browser, regardless of device type (such as a desktop or mobile device). Portal authoring is a simple and intuitive way to create an application web Channel. You can configure a Portal with predefined Portal templates to set the screen layout and required features. The templates support responsive application development and include a mobile-only layout option.
Note: Legacy fixed or custom Portals are no longer recommended in Pega Infinity™ as they do not support cross-browser or responsive design. Debugging tools might not work for these legacy Portals. Replace fixed or custom Portals that lack responsiveness with Pega Infinity Portals. To learn more about Portals, see Configuring Portals.
Landing pages
A Portal consists of landing pages that consolidate information for easy access. To build an application that matches the needs of your users, you create landing pages with lists of data, widgets, Views, and Insights. Landing pages allow you to present additional resources to users. You can create, configure, and add landing pages to menus within your application to display specific information.
Pega Platform provides out-of-the-box landing pages, including Explore Data, Home, and My Work. For example, the My Work landing page displays a table with a list of work items that are assigned to the user. As shown in the following figure, you can edit the My Work landing page from App Studio:
Note: For more information about configuring a landing page, see Creating a landing page for an application.
Landing pages added to a Portal menu are also added to the Portal. By managing the list of landing pages, you can configure the main menu and improve navigation and user experience. As shown in the following figure, you can modify the landing pages in the main navigation for a Portal:
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