Setting the order of the dashboards in Process Portal for a user group

To modify the default Process Portal dashboard order for users, use Bulk User Attribute Assignment in the Process Admin Console.

About this task

Important: The following information applies to both Heritage Process Portal (deprecated) and Process Portal.

Users can reorder dashboards in Process Portal, and the order is saved when they log out. However, someone with administrative privileges might need to apply an order for all users in a group so that all users see the dashboards and saved searches in the same order. To apply the order from one user to all users in a selected user group, copy the attribute value from the user and paste it in as the value for a user group.

Procedure

  1. In the Server Admin area of the Process Admin Console, click User Management > Bulk User Attribute Assignment.
  2. Click View by User.
  3. Copy the order from a user by selecting the user ID and copying the value for the user's Portal Dashboard Display Order attribute.
    For example, if you decide that your dashboard order should be applied to all users in a group, select your user ID and copy the attribute value.
  4. Apply the order to all users in a group.
    1. Click View by Attribute, and then select the Portal Dashboard Display Order attribute.
    2. Select the name of the user group.
    3. In the Specify a Value and Assign it to the Selected Users section, delete any existing entry, and paste the entry that you copied in step 3 into the attribute value for the tab order.
    4. Click Assign.
  5. Process Portal only. In the administrative console, configure the com.ibm.bpm.portal.defaultDashboardDisplayOrder mashups property with the value from step 3:
    For more information, see Configuring mashups custom properties for Process Portal.

Results

The next time that users in the user group log in to Process Portal, the dashboards in the navigation pane are displayed in the new order. Users in the group can reorder dashboards as they like, but the default order is what you specified.