Getting Around Portal

Portal, sold as CoderFlow for Business, is the workspace for business users. In it you ask questions about your data, keep reports and dashboards, launch your applications, schedule questions and send requests to IT. What you create there is private to you unless you share it.

An administrator turns Portal on and decides what each person can use. See Portal Setup.

Open Portal

Open /portal/ on your CoderFlow server's address, for example https://coderflow.example.com/portal/. If you aren't signed in, CoderFlow asks you to sign in first, then brings you back.

The header shows your company's logo and Portal name when an administrator has set them; the browser tab uses the same name.

If no workspace is open to you, Portal shows a page that says You don’t have a Portal workspace. Ask your administrator for access. If your access changes while Portal is open, it says Access denied. Your environment or data access may have changed.

Workspaces

Each workspace is a CoderFlow environment that an administrator has opened to Portal. Your reports, conversations, dashboards, folders, favorites, scheduled questions and requests belong to the workspace you made them in.

• With one workspace, the header shows its name.
• With several, the header has a selector; type to filter it. Choosing another workspace loads it in place, with no tabs open.
• If applications are open, Portal first asks Switch environment and close these applications? and closes them. If you cancel, or an application is too busy to close, you stay where you are.

The workspace is part of the page address (?environment=), so a bookmark opens the same one.

The sidebar

The sidebar lists what you can use in this workspace. A section appears only when you have access to it:

Section	What it holds	See
Ask	Your questions to Portal's assistant, newest first, and New question	Asking Questions
Automations	Your scheduled questions and New scheduled question	Scheduled Questions
My Requests	All requests, your most recent open requests, and New request	My Requests
Saved Reports	Your reports and folders, reports shared with you, New folder and New report	Reports
Applications	Your favorites, then all the applications you can launch	Applications

• Search… at the top filters every section at once: report, folder, question, scheduled question and application names (applications also by description), and the titles or numbers of the open requests listed in the sidebar. To find older or closed requests, search on the All requests page. While you search, every section is shown, so nothing that matches is hidden.
• Click a section's heading to collapse or expand it.
• Collapse sidebar, beside Search…, shrinks the sidebar to a narrow rail; Expand sidebar brings it back.
• Drag the sidebar's right edge to make it wider or narrower, from 200 to 440 pixels (at most 45% of the window). With the edge focused, the Left and Right arrow keys do the same, and Home and End jump to the narrowest and widest.

The sidebar's width, whether it is collapsed, and which sections are collapsed are remembered in this browser. On a narrow screen, such as a phone, the sidebar becomes a compact strip without section headings.

Tabs

Home is always the first tab. Opening a saved report or an application adds a tab beside it. Click a tab's × to close it; closing the tab you are on returns you to Home. Closing an application's tab also ends that application.

Some pages use the whole main area instead of a tab: a question in Ask, creating or editing a report, My Requests and Automations. Click a tab to go back.

Switching tabs keeps each open report, and Home, as you left it. Use Refresh on a report or Refresh dashboard on Home to load current data.

Open tabs are kept in the page address, so reloading the page reopens them. Reports load again when you return to their tabs. Applications that were open start again as new sessions.

The profile menu

Click your avatar at the top right:

• Profile Settings: your name, photo, email preferences, AI providers, IBM i logins and secrets. See Personal Settings.
• Theme: light, dark, or your device's setting.
• About CoderFlow: a short description of Portal.
• Logout: signs you out and returns you to the sign-in page.

Arriving from Ask CoderFlow

Ask CoderFlow, the assistant in the CoderFlow Web UI, can give you a link that opens Portal at one exact place, such as a report's Share button. Portal opens in a new tab and highlights that control once, until you click, type or scroll. You use the control yourself: nothing is clicked for you, and applications are never launched for you.

If the place is no longer available to you, Portal says The place Ask CoderFlow linked to is no longer available to you. Nothing is highlighted.

Ask CoderFlow

Ask CoderFlow reads, in the Full edition, the Portal workspaces you can open and can link you to one in a new tab. It doesn't change anything in Portal. It explains the sidebar, tabs and profile menu from this page.