Setting a default folder/homepage on login
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Hello All,
I’m looking for a way to specify a folder to show when a user logs into Decisions. For example instead of having them shown their "My Applications" folder, I want the Inbox folder to be displayed. Is there a way I can do this?
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Hi Sam,
We have a few methods we can use to specify what folder is shown when a user logs in.
1: Setting the default folder for the portal, user or group
The quickest option for setting the default folder would be choosing the default folder in the “Portal Settings”. To do this:
[ul][li]Open “Portal Settings”. This can be found under System -> Settings -> Portal Settings
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[ul][li]Find the “Default Page/Folder” section
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[ul][li]For “Default Folder” option, pick the folder to display
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The default folder will now be displayed for all users when they log into Decisions. More information can be found on our documentation site, such as setting a folder for a specific group:2: Creating a user login flow
Another option would be using a user login flow to redirect the user to the folder. The only step needed in this flow would be a “Navigate to folder” step. Below is a link to our documentation site, which provides an example on setting up a user login flow.
With the navigate to folder step selected, In the properties panel, set the folderID to constant, and then choose the folder. If there is a specific page to display from the folder, you can enter its name under the “Page Name” input.
Note that if an individual user specifies their own homepage, that will take precedence over the the change in portal settings, along with the user login flow.
[i]edited by anthony.ben@decisions.com on 1/16/2020[/i]0