Create menu content
Hello,
I have two portals for the same application. I need to show certain case types in the create menu of one portal that are different from those found in the create menu in the other portal. How can I build that?
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Any idea if there is any property that reflects the label of the portal the user is in for me to be able to wrtie the visibility condition?
Thanks
You can create two Navigation rules and display them using Visible When condition in Navigation rule.
On which property do we configure the visibility condition to filter out the cases
BTW - if you have two portals designed check for the header area and drill down to the section where you have the create menu being displayed. you can have two such sections or two such navigation rules for both the portals separately for better readability.
Above solution I mentioned is for one portal but two lists in create menu.
Hi Serhal,
Pega uses the data page "D_StartingFlows" to form the create list (Strting process list) which is referred from “pzStartProcessMenu” navigation rule.
You can either customize the data page or altogether create a new menu rule (Since pzStartProcessMenu rule was final) and refer the new data page to form the list based on your requirement.
There are many approaches to meet these requirements and need to take decision on how often new case types are added to system.
Cicumstancing is one option and you can use pxThread.pyPortalName (or pxPortlaName) property. But, I would strongly recommend not to use this circumstance for these kind of requirments.
What Metadata are you planning to use decide whether a flow/process should be displayed ?
you can use circumstancing technique on the navigation rule that shows the create menu list or you can list all the case types but with visibility condition.
Hope this helps.