Create and Manage a Mobile Portal

Overview

Mobile Portal is the mobile version of Data Portal in the Guandata platform. With Mobile Portal, you can build a visually organized enterprise data portal.

Note

This product module is a value-added module. To try it, contact your Guandata sales representative or customer success manager, usually the current service contact for your company.

Feature Entry

Go to Data Apps > Mobile > Portal and click Edit in the upper-right corner of the page to open the mobile portal editing page. Users can edit and manage the mobile portal on this page.

Portal Settings

• Header: Use the switch to control whether the header is displayed.
  • Header height: Configure the app header height.
  • Header title: Customize the title, including font, font size, color, and more. Use the switch to show or hide it.
  • Header background: Select a solid color or image as the mobile portal header background.
• Portal background: Select a solid color or image as the mobile app portal background.

Note

When the header is hidden, the logout button is displayed as a floating button.

Allow Favorites

After an administrator enables Allow Set as Favorite, the Favorites app group appears on the user-side portal page. For the configured effect, see Set Favorites.

Search Bar

After an administrator enables the search bar button, users can see the search bar on the mobile page and search by app name.

Logout Button

After enabled, users can log out or change their password when using the mobile portal.

App Group Management

Create an App Group

Note

Only administrators can create app groups.

App groups are the basic display units of the portal. Specific content (apps) is categorized and displayed inside app groups. You can create an app group from either of the following entries:

• Entry 1: Click Add App Group at the end of the page to add a new app group.
• Entry 2: Click Create App Group in the upper-left corner of the page to add a new app group.

In addition to general app groups, editing users with permission to enter the portal can also edit their personal My App Group. The detailed operations are as follows:

1. Administrator operation: Click Management Center in the upper-right corner of the first-level navigation bar, go to Management Center > User Management > Roles, select Normal User, and grant Edit permission for Data Apps > Mobile Portal.

   

2. Editing user operation

   1. Go to Data Apps > Mobile > Portal and click Edit to enter the mobile portal editing page.

      

   2. Click Portal Edit in the upper-right corner to add apps to My App Group. My App Group is visible only to the individual user.

      

Set App Group Style

Click an app group. The app group menu bar appears on the right and supports multiple settings for the app group:

• Name: Supports font style settings and show/hide control.

• Style and layout: Select the style of apps in the group, including card style and icon style, as well as the layout of apps in the group.

  

  App group collapse is also supported. Administrators can choose to enable this feature, which is disabled by default.

  Note

  After an administrator enables App Group Collapsible, a small arrow appears on the right side of each category name on the user-side portal page. In the collapsed state, the page shows X apps collapsed.

• Background style: Supports using a solid color or image as the app group background.

Delete an App Group

Users can also delete app groups and apps in the portal as needed. The feature entry is shown below.

Note

At least one app group must exist in the portal. Therefore, when only one app group remains in the portal, that app group cannot be deleted.

Manage App Group Permissions

Click Settings in the upper-right corner of an app group and select Permission Management to configure permissions for that app group. Assigning management permissions to specific business users lets the right people manage app groups and reduces unnecessary costs caused by overly centralized management and maintenance.

• After clicking Permission Management, you can select users or user groups for authorization. Administrators are owners of all app groups by default. Read-only users cannot be authorized.
• Authorized normal users have portal edit permissions. They can also edit and maintain apps for which they have permissions in the current app group, configure permissions, and add or delete owners, but they cannot maintain the portal structure.

App Management

Add a Lightweight App or External Link

Click Add at the end of an app group to add a lightweight app or external link.

Set App Style

Users can configure the app name, app cover, layout, app content, and more. Click the app to modify. The app menu bar appears on the right and supports multiple settings:

• Name: By default, this is the name of the added app and can be modified. When the app group style is card style, the app name can be shown or hidden. When the app group style is icon style, the app name is shown by default.
• App cover: Available types are affected by the app group style. When the app group switches styles, the covers of apps in the group automatically switch to the first system preset pattern under the new style. In addition, when the app group style is card style, custom cover image upload is supported
• Layout: When the app group style is card style, you can set the app icon width to a 1/2 or 2/2 layout.
• App content: Select either Lightweight App or External Link as the app type, and add the lightweight app or external link URL. After configuration, click Go To to view the details page, or click Preview to view the mobile page.

App Sorting

In the directory tree on the left, you can drag to adjust the display order or group assignment of all apps in the portal.

Locate Apps and App Groups

In the directory tree on the left, click an app group to quickly locate the corresponding app group and configure it on the right. Click an app in an app group to quickly locate the corresponding app and configure it on the right.

Mobile Portal Preview

After configuration is complete, click Preview in the upper-right corner of the portal to view the effect directly on the PC. You can also copy the link and QR code to view the effect on a mobile phone.

Note

For end users browsing the portal, the apps visible in the portal are apps for which the user has visitor permission. For example, if an administrator adds 10 apps to the portal and user Zhang has visitor permission for only 5 lightweight apps, Zhang can see only those 5 apps when opening the mobile portal page.

Click Save in the upper-right corner of the page to save the current mobile portal. You can also click Save and Exit in the drop-down list to save the mobile portal and exit the editing page directly.

Consumption and Usage

Resource Search

Guandata BI supports searching for apps, dashboards, and cards in the mobile portal.

Enter the mobile portal and type a search term in the mobile portal search bar to find corresponding resources. Search results are displayed in the order of portal apps.

• When the search type is card, filtering by Visualization Type is also supported.
• If the same page appears in multiple apps, multiple records for that page are displayed.
• When searching for a specific card, opening the search result takes you to the dashboard page where the card is located.

Note

This feature can be used only after an administrator enables Search Bar in Portal Settings.

Set Favorites

Note

To use this feature, an editor must enable Allow Favorites in Portal Settings on the portal editing page. After it is enabled, the Favorites app group appears on the user-side portal page, and users can set favorite apps on mobile.

User workflow:

1. Click Configure Apps in the Favorites group. Operation buttons appear in the upper-right corner of each app.

2. Click + or - to add an app to or remove an app from Favorites.

   Note

   A lightweight app that has already been added cannot be added again.