Documentation

bpm'online customer center
PDF

How to set up the information displayed in the sections of the customer portal

The information in the customer portal section is displayed as a list of records: cases, knowledge base articles, etc.

Note

More information about bpm’online section lists is available in a separate article.

You can choose which information is displayed in each section list. To set up lists, use the [View] menu (Fig. 326).

Fig. 326The list setup menu

scr_chapter_portal_user_list_view_menu.png 

Example

Add case response time information to the list of the [Portal Cases] section.

1.Go the [Portal Cases] section.

2.In the [View] menu, select the [Select fields to display] command.

3.Select the [Resolution time] column and click the btn_small_plus.png button on its left (Fig. 327).

Fig. 327Adding the [Response time] column to the list

scr_chapter_portal_user_add_list_columns.png 

4.A column selection window opens. Choose the “Response time” in the drop-down list and click the [Select] button.

5.Adjust column width if needed. To do this, drag its left or right border with your mouse.

Fig. 328 Changing a column width

scr_chapter_portal_user_set_list_columns.png 

6.Save the new settings.

See also

How to group records displayed in the sections of the customer portal

Self-service portal main page

Did you find this information useful?

How can we improve it?