Using the profile switching feature with deep links
In v10, it is possible to create deep links to the Process component with a switch profile functionality. This feature is used to enable the access to a specific process grid for a given user sharing a different profile.
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In that case, the profile switch will only enable the access to the configured business object.
Prerequisites
Two conditions must be met in order to correctly use deeplinks with switch profile:
The user must have the correct permissions to access the required profile, population and hierarchy node
The deeplink URL must be correctly set up
Assigning a profile to a user
First of all, you need to make sure the user has access to the relevant profile. To assign a profile to a user, proceed as follows:
In Admin Portal, go to ADMIN > Functional Admin > Users. The list of all users currently active in the system is displayed in a grid.
Select the user to whom you want to assign the required profile. A sub-panel is displayed below the grid.
Click the Profiles tab in the sub-panel.
Check the box corresponding to the profile to which you want the user to have access.
Click the Save icon located in the bottom left corner of the sub-panel. A confirmation message is displayed.
Click Yes in the confirmation message. The profile is now assigned to the user.
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Make sure to keep the profile ID to configure the deep link URL in the next section. To retrieve the profile ID, go to Admin Portal Admin > Functional Admin > Profiles, locate the relevant profile in the grid, and then retrieve the value in the Profile ID column.
Retrieving the deep link URL parameters
The switch profile feature has been enabled via the addition of the profileID parameter in the URL of the target business object. By adding the profile identifier, the user's profile will be automatically switched when accessing the link without having to do the operation manually via the User component.
The URL format is the following: https://tenantURL(insert tenant name here)/processes/hierarchy/1/node/1-0-14-1/plan/6?profile=3(insert profile ID here)
To retrieve the parameters of the above URL, you can refer to the General Parameters section of the article Configuring deep links to attached objects
Adding a deep link to a home page
You can add a deep link to any place of the application allowing HTML content. For instance, a common use is adding the link to the homepage of the application.
Admin Portal
To add a deep link to the homepage of Admin Portal, proceed as follows:
In Admin Portal, go to ADMIN > Functional Admin > Home Page Management. A grid containing all the homepages currently defined in the system is displayed.
Click the Add icon located in the bottom left corner of the of the screen. A sub-panel is opened below the grid.
In the Properties tab, enter the required parameters (name and description), and then select HTML in the template drop-down.
In the Use for Profile drop-down list, select the profile for which you want to use the homepage.
Click the Save button. (If a homepage is already defined for the profile defined in step 4, a confirmation message is displayed for you to confirm that you want to replace the existing homepage.)
Click the new homepage in the grid and then open the Parameters tab. A rich-text field is displayed.
In the rich-text field, type a display name for the deep link (as you want it displayed in the homepage).
Select the label, and then click the hyperlink icon in the toolbar. A contextual window with a text field is displayed.
Paste the deeplink URL in the text field.
Click Ok the contextual window.
Click the Save icon located in the bottom left corner of the sub-panel. The link is now available in the homepage of the application. When clicking the link, a success message or an error is displayed in the application according to the permissions granted to the user.
Web Application
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In Web App, it is possible to configure homepages with deep links directly using the widget homepage feature. For more information about widget homepages and their configuration, refer to XREF.