IFrame in Portal

Do you want to decouple your project and Portal when start a task to reduce your migration effort? If the answer is yes, this chapter will help you.

Since Portal 8, we introduce new feature that a process/task could be started inside iFrame, means that you can feel free to design your html dialog independent from Portal, it is rendered automatically inside iFrame as default in order to reduce migration effort.

How to use

Important

If there is no configuration, a process/task is started inside iFrame as default.

Follow these steps:

1. Your HTML User Dialog must be independent from Portal, could use the frame-9 template in designer, or your own template, Portal will render it automatically in iFrame

2. To pass some supported params in iFrame such as process steps, refer to IFrameTaskTemplate

3. If you don’t want to use the default configuration, follow one of these 3 levels to open your task(s) in iFrame:

   • Task level: in Task custom fields, set the embedInFrame String field to

     • true: start inside iFrame

     • false: not start inside iFrame

     • Don’t set to check case level

     

   • Case level: in Case custom fields, set the embedInFrame String field to

     • true: start inside iFrame

     • false: not start inside iFrame

     • Don’t set to check engine level

     

   • Engine level:

     • Portal Administrator could choose the option that all of the tasks in whole engine are started inside iFrame or not via the Portal.EmbedInFrame Portal settings, refer to HowTo: Update Portal settings

Customization

In case you had built your own portal and had copied the PortalStart process from <PortalTemplate> to your project.

You must follow some important steps to ensure that your processes/tasks can be rendered inside an iFrame:

1. Make sure your own portal project depends on the <PortalTemplate>

   • E.g: <CustomizedPortal> depends on the <PortalTemplate>

2. Create a business project that contains all business processes.

   1. E.g: A project name <BusinessProject>

   2. If your business project (<BusinessProject>) needs some data/ressources from the portal project (<CustomizedPortal>) then create a dependency between these two projects. If not, please skip step 2.b.

   • E.g. <BusinessProject> depends on <CustomizedPortal>

3. Change the DefaultPages in StandardProcesses to your customized portal project library id. Refer to Standard Processes documentation.

   • E.g: DefaultPages: <CustomizedPortal> ID.

Now you can develop your own processes inside the <BusinessProject> and the dialogs will be rendered automatically using iFrame.

Important

We must create 2 projects: <CustomizedPortal> and <BusinessProject> and create your process start in <BusinessProject>, not in <CustomizedPortal>.

Because you copied PortalStart.mod and this mod contains the DefaultFramePage.ivp start. So every process start which is in the same PMV as the DefaultFramePage.ivp is not opened in the IFrame, to avoid recursion. This means that not the iFrame Dialog itself is opened again in an IFrame and so on.