Question
Sopra Steria Group
FR
Last activity: 21 Jul 2022 10:07 EDT
Update of the welcome screen of our application
As soon as I launch the sales CRM application, the screen that appears is the dashboard for the B2C part.
Our client wants to change with the working list, but this change should only be done for the B2C part and not the B2B part.
Do you have an idea of the process to change it or the rules that I can modify?
Pegasystems Inc.
IN
@TiffanyB8245 Question is not clear in terms of B2B and B2C . Can you elaborate with screenshots or Video? It will be easier to respond
Sopra Steria Group
FR
Hello @srikh,
I have some trouble because when I launch the sales application
Automatically the first screen or Welcome screen is the dashboard.
But my client would like that for this part (B2C or Business to customer) only the My Worklist screnn appear when we launch the application.
It's very complexe because our Sales application contain the B2C and B2B. B2B and B2C are contained in a single application. We make the change between the two "portals" with the skills. But the client wants the dashboard to appear when you open the B2B and the WorkList when you are on the B2C.
I hope the pictures help to understand better.
Thanks
Pegasystems Inc.
IN
Going by the screenshots the navigation seems a static one and there are two separate portals for B2C and B2B. Is this understanding correct? I see two possible options in this case.
1. In case portal rule is same and navigation is static then have two navigations with conditional visibility based on the skill of the user (because I understand from the comment that skill is being used to differentiate the content). In the respective navigations chose the select the menu item and save the rule. For ex: B2C navigation chose MyWorklist as default and save the rule.
2. In case the portal rule it self is different this is much simpler in the sense that two portal rules can have different navigation rules in them with required menu item selected as default.
Updated: 21 Jul 2022 10:07 EDT
Pegasystems Inc.
IN
Hello @TiffanyB8245
In continuation with @srikh 's comment, for each of the portal we can change the order of menu items from the app studio (Go to channels -> Select the respective portal) . In Dev Studio configure the other portal as well in Condition for Visibility in portal menu Item, Also configure another Dynamic container with conditional execution and point to My Work Harness. Attaching Snapshots as well for the same. Hope this helps.