I can only see how to set Wiki article as the homescreen, but I was wanting to create an I-Frame in a dashboard to our corporate website. Below I’ve attached screenshots of the Dashboard setup and the Portal Homepage selection
Solved
Has anyone set a custom dashboard as the Portal homescreen for all customers?
Best answer by hkabiri
As of now only wiki pages can be used as Home page for Customer Portal.
However, we have the idea logged by our clients and we are working on this enhancement internally as well. Please vote for this idea as our Product team would go through the most popular ideas and if feasible add them to our future road plan.
However, you can add iframe to any wiki you set as the portal home page.
As an example if you add following HTML tag to your wiki you will get the Acumatica Website Home page available on your Wiki
<iframe width="1500" height="580" src="https://acumatica.com" title="Acumatica Website" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
+7As of now only wiki pages can be used as Home page for Customer Portal.
However, we have the idea logged by our clients and we are working on this enhancement internally as well. Please vote for this idea as our Product team would go through the most popular ideas and if feasible add them to our future road plan.
However, you can add iframe to any wiki you set as the portal home page.
As an example if you add following HTML tag to your wiki you will get the Acumatica Website Home page available on your Wiki
<iframe width="1500" height="580" src="https://acumatica.com" title="Acumatica Website" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
Hey
I was also trying to figure out how to set a dashboard as the landing page, trying to follow the help articles when I went looking through the community articles and found this thread.
So in the help articles https://help-2021r1.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=d57475af-aedb-4651-ab5d-3f8d9253bc89
Where it says “Configuring a Dashboard for the Home Page” is it just a placeholder and cannot actually be done? It’s one of the weirdest incomplete help articles from Acumatica, and I kept thinking I was missing SOMETHING rather than it not being a feature.
I was able to get a dashboard as the landing page, albeit in a roundabout way thanks to your iframe in wiki article suggestion.
Created a wiki article
Set the article type as HTML
Made the wiki article just an iframe pointing to the dashboard
It’s certainly not perfect, but it works
<iframe height="1200px" width="100%" src="https://YOURPORTALURLHERE.acumatica.com/Frames/Default.aspx?scrID=DBP00000" title="Landing Page" ></iframe>
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As an FYI, since you’re viewing the wiki inside Acumatica, putting an absolute path in the wiki for the dashboard is not necessary as HTML supports relative paths.
So you can simply say this:
<iframe height="1200px" width="100%" src="Frames/Default.aspx?scrID=DBP00000" title="Landing Page" ></iframe>
daviddemetres wrote:
I was able to get a dashboard as the landing page, albeit in a roundabout way thanks to your iframe in wiki article suggestion.
Created a wiki article
Set the article type as HTML
Made the wiki article just an iframe pointing to the dashboard
It’s certainly not perfect, but it works
<iframe height="1200px" width="100%" src="https://YOURPORTALURLHERE.acumatica.com/Frames/Default.aspx?scrID=DBP00000" title="Landing Page" ></iframe>
Is there something special you did with the portal map? I added my dashboard to the portal map iframe but no matter what I put, the iframe just displays some generic fallback wiki page in the iframe instead. Relative and absolute links makes no difference. Trying existing dashboards as well doesn't work either.
Andrew
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Nevermind, I see that unlike other screens, dashboards can’t come over from the main instance and need to be created directly in the portal instance. It works for me now
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