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Home Page and Section Fronts - Customizing

Overview


The home page displayed after logging in is often a static page. However, site administrators can create a dynamic home page that provides flexibility regarding the lists that are displayed and the order of the lists. Section fronts are other top level pages like Cases, Timekeeping, and Outreach.

Administrators can switch between the static and dynamic home pages and section fronts by marking the dynamic pages active or inactive.

NB: Switching to a dynamic home page or dynamic section front will cause a change in behavior for end users. See "sticky filters" in Known Issues below.

Creating a Home Page

Dynamic home pages are created and maintained on the Admin / Processes, Forms, and Profiles page. Change the module at the top of that page to "Home/Section Front".

Create Tab Blocks (Optional, but usually Desired)

Home pages (and section fronts) are typically one or more tab blocks. A typical tab block will have the following enabled elements:
  • A Tab Start with the desired text (example, "My Cases")
  • A List view element (example, Current Assignments)
  • Another Tab Start element, List view element, and so on, if multiple tabs in a group is desired.

Create any desired tab blocks using the "New Home/Section Front Tab Block" action link.

Create a new Home/Section Front Layout

This is the page users will see. The page can contain any desired element, but is often one or more tab blocks as noted above.

Click the "New Home/Section Front Layout" action link, enter a Name, select "Home" in the Section Front Module dropdown list, and set the Active field to Yes to display the dynamic home page to users, or No to continue displaying the static home page.

A dynamic home page also usually contains the "Begin Intake Links" side bar element. That element displays all active intake and prescreen process links. It can be placed in the Side Bar section or the Actions Menu section (or both) as desired.


Creating a Section Front

Like dynamic home pages, dynamic section fronts are created and maintained on the Admin > Processes, Forms, and Profiles page.

Follow the step for creating a dynamic home page, but after clicking the "New Home/Section Front Layout" action link, select the desired module in the Section Front Module dropdown list.


Editing Home Pages and Section Fronts

To edit an existing home page or section front, change the module on the process page to "Home/Section Front" and click the View/Edit button. All existing section fronts and home pages are on the Profiles tab, and tab blocks on the Tab Blocks tab.

Multiple Home Pages

Sites using the new interface can use Layout Views to create alternate home pages.

After an existing 'master' home page is created, use the "New Home/Section Front Layout View" actions menu link to create the second, third, etc. view.

See Profile Views for how to specify by role or user preference which of multiple home pages a user will see by default.

Known Issues and Notes

  • List selections (filters and column sort order) are not "sticky" on dynamic home pages and section fronts.

    For example, on a static Cases section front, if you add a filter on problem code to the Case list, that filter will stick until you logout. If you click on a case, then return to the list, it will still be filtered by problem code. On a dynamic Cases section front, that list would have reverted to the default filters without the filter on problem code.

    Staff often filter lists like this and expect those filters to stick. If you switch to a dynamic page, they should be instructed on right clicking links (like a case ID) and opening the record in a new browser tab. That let's them close that browser tab and return to a still-filtered list.

  • Cases/Matters - The block that provides the Internal Transfers list (for sites doing inter-office transfers) does not work. (Ref: 69106)
  • Reports - There is no Action menu element available to provide links like "Add New Report" in the new interface. These links appear by default (with no element added) in the classic interface. (Ref: 61910)

  • Reports - The system preference "Default Reports List to Favorites" is not working. (Ref: 70710)
  • Timekeeping - The Timekeeping block (which displays the Timekeeping Log list) should be displayed by default. If it is 'hidden' on a second or third tab, then the totals in the side bar will not be displayed until that tab is clicked and the page refreshed.
  • Timekeeping - Leave the Side Bar section of the profile empty to get the Totals by Date, by Activity Type, etc. (assuming these are enabled on the Admin / Timekeeping Settings page).