Customizing the Heritage Process Portal dashboards

You can customize the dashboards that IBM® Heritage Process Portal provides or create your own custom dashboards.

About this task

The Heritage Process Portal process application (TWP) contains content to support the out-of-the box Heritage Process Portal. It contains the following exposed dashboards that are used by both Heritage Process Portal and Process Portal:

Processes
Process Performance
Team Performance

In addition to these dashboards, Heritage Process Portal also has a Work page.

Procedure

You can customize the dashboards by performing the following actions:

Create custom dashboards. For information, see Creating a custom dashboard and Example: Creating a dashboard.
Remove the Work page that is provided. Remove this page only if users do not complete their tasks by using the Heritage Process Portal Work page. To remove the Work page, open the BPM_WORK human service in the Heritage Process Portal app and set its Exposed As field to Not Exposed. For information about changing the exposure of a human service, see Exposing heritage human services.
To hide dashboards from Heritage Process Portal users, change the Exposed As field to Not Exposed.
Customize the Process Performance and Team Performance dashboards that IBM Business Process Manager provides. For information, see Customizing the Process Performance and Team Performance dashboards.
Set the default start page for a user or user group. For information, see Resetting the Process Portal start page for a user. However, for the value, specify the page that you want as the default.
Set the tab order for a user or user group. For information, see Setting the Process Portal tab order for a user group.
Switch to a different dashboard by using URL addressability. The format of the URL depends on the type of human service that is used for the dashboard.
- For heritage human services, the URL has the following format: /HeritagePortal/dashboards/APP/Service/Snapshot?tw.local.param1=val1
- For client-side human services, the URL has the following format: /HeritagePortal/executecf?modelID=<modelId>&snapshotID=<snapshotID>