Portal Administrator Home - Home Tab

The Home tab on the Portal Administrator Home form provides links to forms and activities needed by a portal administrator.

Application field

Use this field to specify which portal is represented by the form objects.

The value in this field is in sync with the value of the Application field on the other tabs.

Navigation panel

This area contains the list of forms that you can access from the Portal Administrator Home form. This list vary depending on the value in the Application field.

Alert boxes

The boxes displays the count of Alerts, Tasks, Inbox, Failed Events, Pending Approval, and Expired Messages.

If you click on these boxes, you are redirected to the Tasks tab or the Navigator tab, where you can get additional information about the selected data.

Quick Actions

This area contains the buttons you can click to open forms related to the selected portal in the Application field.

Portal Order Placement

This area displays a line chart of submitted and unsubmitted portal orders created each month. Submitted orders are regular customer orders (COs) with a status other than Planned, and unsubmitted orders are estimate COs or regular COs with a status of Planned.

Event Activity for Top 5 Events

This area displays a bar chart of portal event activity. By default, activity comes from all portals for the current day. Only the top five events are displayed. On the Navigator tab, you can change the date and portal for which to display event activity.

Note: To see event activity in this chart, you must set the Keep Successful Event States flag to 1 on the Process Defaults form. This setting can quickly impact performance based on the number of events you activate in SyteLine and the number of executions of those events. Generally, this setting should be used only temporarily.