Create or hide view shortcuts on the portal
The Portal is the first interface the user interacts with, both on mobile devices and on the web, and should only provide shortcuts to the most commonly used views and operations. Shortcuts on the Portal can be convenient when the operation is used frequently, but Views that are not used regularly should be removed from the Portal.
An app for creating sales orders has a Product List view for Sales Reps to select products from when creating an order. Sales Reps do not need to access the list of products other than when they are placing an order, so the design decision is made to not have a shortcut for it on the Portal.
- Customize the application
In the Views section, edit the view to be hidden on the Portal
In the Display Options tab, uncheck the ‘Add a shortcut for this view to the portal screen' checkbox
- Save the view, and publish the application