If you share a portal, you are essentially creating a website — anyone who has the URL can view the portal. Whether or not someone can actually open a form or workflow and use it depends on the form's Access Control Settings. A form or workflow must be Public for anyone to use it. An outside user will be blocked if he attempts to open a non-public form, and may even lose his session credentials with the portal. Forms/workflows must be deployed to production for them to automatically appear in a project tab menu. If the visibility of a form is restricted to a specific role via the ACL feature, the form/workflow will not appear on the portal menu unless the logged-in user has been assigned that role or they are the designer.

A form action display message formatted using html tags will not work like they do in your own custom website. XHTML in the display message is currently unsupported in frevvo portals.

Notice the First and Last Names of the logged-in user appear in the upper right corner.

Create a New Portal

When you create a portal, frevvo creates a tab on the portal for each of your projects and also adds Task List, My Account, Shared Items, Home, and Login/Logout tabs. Refer to the Portal Content topic. The project tabs display all currently deployed forms/workflows in that project; undeployed forms and workflows are not included. For testing purposes, forms/workflows with a visibility setting of private are added to the portal menu if the user is logged in as a designer. A form/workflow with visibility set to "Authenticated Users (login required)" cannot be accessed unless the user logs in to the frevvo tenant. If the visibility of a form/workflow is restricted to a specific role via the ACL feature, the form/workflow, and its associated tab will not appear on the portal menu unless the logged-in user has been assigned that role or they are the designer. If a project has no forms/workflows, frevvo doesn't create a tab for it.

You create a new portal from the portals home page.

Log in as the designer, and then click on Portals.
Click
Add to create a new portal, enter a Portal ID. The Portal ID must be unique, start with a letter, cannot contain portals or special characters, and cannot exceed 16 characters. Non-ASCII characters are not supported in a portal id.
Enter a Portal Name - This name will display in the top right section of the portal. The Portal Name should not exceed 50 characters but you can type portals here.
Click Create.
frevvo will bring you directly to the Portal Designer where you can begin editing your portal. The new portal is also added to the list on the Portals home page.

The portals home page lists any portals that you've already created. On this page, you can:

Click
Add to create a new portal.
Sort the portal list alphabetically (A-Z or Z-A)
Use the
Action menu:
Edit a portal. You can also go directly to the portal editor by clicking the name of the portal.
Test a portal.
Share a portal.
Delete an existing portal.

The portal will not automatically pick up changes such as newly deployed forms/workflows.

If you add or remove projects or add or remove forms or workflows from projects, and you want to update the portal that contains them, a quick way to do that is to delete the old portal and create a new one. You can use the same name as the original portal. The new portal will contain all your current projects and all deployed forms and workflows. Customization made to the portal, such as adding your logo or HTML, will have to be redone. If you do not want to redo your customization, edit the Tab Menus manually.

Relative URLs

Menu items are created using URLs relative to the project root, i.e. /frevvo/web/… The use of Relative URLs can help avoid issues that might be caused by hardcoded hosts, protocols (HTTP vs HTTPS), and ports and improves portability. It is the recommended best practice to use Relative URLs when Adding a Tab and Forms/workflows to the portal menu.

When you create a new portal, you will see:

Relative URls

* Important Items
** Task List|/frevvo/web/tn/mycompany/subject/(subject.id)/tasks?embed=true
** My Account|/frevvo/web/tn/mycompany/subject/(subject.id)/profile?embed=true&edit=true
** Shared Items|/frevvo/web/tn/mycompany/subject/(subject.id)/shared?embed=true&hidenav=true
*HR
** Expense Report|/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/portal/MyCompanyHR/home?embed=true

instead of

Hardcoded URLs

 Important Items
** Task List|https://app.frevvo.com:443/frevvo/web/tn/mycompany/subject/{subject.id}/tasks?embed=true
** My Account|https://app.frevvo.com:443/frevvo/web/tn/mycompany/subject/{subject.id}/profile?embed=true&edit=true
** Shared Items|https://app.frevvo.com:443/frevvo/web/tn/mycompany/subject/{subject.id}/shared?embed=true&hidenav=true
*  HR
** Expense Report|https://app.frevvo.com:443/frevvo/web/tn/mycompany/u/8aa27da6-4bef-427c-92e3-6ad8d58e506a/portal/mycompany/home?embed=true

You may also notice that Share links for the Important items now show parenthesis instead of curly braces. You will see the parentheses in any newly created portal. Tomcat 8.5 doesn't allow curly braces in URLs since they are not valid URL chars and are deemed a security vulnerability. frevvo currently supports parenthesis as well as curly braces, however, support for curly braces {} will be dropped in a future release. Use parenthesis () moving forward.

Edit a Portal

Click

Edit (or click on the name of the portal) to display the portal editor. The editor displays your portal as it will appear if you share it with others. The editor also includes a Properties panel at the left of the portal, a toolbar at the top with

Finish and

Cancel icons and editing tools you can use for the three panels in the body of the portal, the logo area, and the project and Task List tabs.

Edit Portal Properties

Use the Properties panel to edit the portal Name, choose a different Width, or apply a style to the portal. If you change any of the properties, frevvo refreshes the portal so you can see your changes.

When calculating the width of your portal, consider the width of your forms plus the added portal needed to fully display your forms when performing a task from the Task List. Showing/Hiding the left panel may also be a factor.

Show/Hide the Login/Logout Link

It is possible to hide the login/logout link in a portal. You may want to do this if your users are accessing a frevvo portal through your own portal using your own authentication system and the login/logout function is handled external to frevvo.

The Login link checkbox is checked by default so when you create a new portal the login link is visible. To hide it, uncheck the Login link checkbox.

The Login link will be checked when migrating portals from previous versions of frevvo.

The Login/logout link is not relevant for tenants configured to use SSO. Portals in tenants using the SAML or Azure SAML Security managers do not display the login/logout link.

Edit the Panels and Logo

You can edit all three panels in your portal, and you can show or hide the left panel and bottom panel. You can also remove or replace the logo. The logo filename can contain up to 50 characters.

Click
to edit a panel, upload a graphic file to use as a logo, or to edit the project tabs.
Click
to remove the logo.
Click
to either hide or show the left and bottom panels. When hidden, the editor displays the panels grayed out.

When you edit a panel, frevvo displays its contents. You can add your own content and format it using HTML tags.

Portals