Configuring the Analyst Portal

The Analyst interface is a responsive user interface suitable for analyst user roles. You can configure and setup the Analyst interface based on your business needs.

The out-of-the-box user role aligned to the Analyst interface is the Mobile Analyst . However, you can enable any role to use it.

Out-of-the-box, the Analyst interface is assigned to Mobile Analyst and Mobile Asset Manager user roles. These roles are designed in a way that the they can aptly use the Analyst interface.

However, with the 2021.3 release a new check box Modern Analyst UI is introduced. Selecting the check box, the Analyst interface can be enabled for that particular Role. This check box is grayed out if the Overwrite default branding options with the options listed below check box is not selected.

The Analyst interface currently supports only limited controls hence not all forms/layouts would work with the interface. Currently, the Mobile Analyst and Mobile Asset manager roles are designed to include only the supported controls out-of-the-box. To view the supported controls functions, please refer to the related topics at the end of this topic.

As a try on customer can add newer roles and enable the Analyst interface and configure the supported controls. To enable the interface please follow the below steps:

To enable the modern UI for Mobile Analyst portal:

The elements in the Mobile Analyst workspaces such as Incident and Task are based on the setup made to the List in Business Object. If you want the Mobile Analyst workspaces to be configurable, you need to enable the Global Constant - EnableCardConfiguration.

To enable the Global Constant,

The functioning of modern UI and card configuration when enabled/disabled in different scenarios is explained in the below table