Access-Based Home Screens: Migration Wizard

How to use the Migration Wizard for Access-Based Home Screens.

What is an Access-Based Home Screen?

The Access-Based Home Screen (ABHS) is a new Risk Cloud feature that allows Builders to create different Home Screens for each Application based on a User's Role. If you would like more information, you can see the Access-Based Home Screens Help Center article.

What is the Access-Based Home Screen Migration Wizard?

In the summer of 2023, LogicGate rolled out a self-service migration tool to guide users through transitioning table report-based home screens to dashboard-based home screens. Once an Access-Based Home Screen is configured for a given application, you cannot revert to a table report-based home screen.

What to Expect in Risk Cloud

If you've already started using Access-Based Home Screens for your applications - you're all set! There's no need to use the migration wizard.

If you still need to configure Access-Based Home Screens for an application, you'll see the following yellow banner at the top of your Application:

You'll also see an "Update Required" badge on the Aapplication's card under Build → Applications:

How to Use the Migration Wizard

1. A user with Build entitlements must navigate to the Build → Applications tab, click the Gear icon on the Application requiring migration, and select Home Screens to arrive on the Home Screen configuration page.

• • This can also be done by clicking the "Learn more here" link directly from the Home screen (as seen below).

2. Optional: If you would like to create a custom Dashboard to be used as a Home screen, you can do so by clicking the "here" link in the popup reading "Do you have a Dashboard yet?".
   
   After creating a dashboard, return to the Home Screen configuration page and click the New Home button, then follow the instructions on the Access-Based Home Screens Help Center article.

3. To create an Access-Based Home Screen directly from a table report-based Home screen, click the Begin Migration button.

4. Next, you'll be asked to provide a Dashboard Name and select the table reports to be included on the dashboard. You may choose up to 30 table reports.

5. Next, you'll be asked to provide a name and description for your Home screen. The dashboard created in the previous step will be the basis for this home screen.

6. Click Create, and your Home screen migration is complete!
   
   • If you want to create a Home screen for another application, select another one from the dropdown menu on the bottom right.

7. If you would like to make changes to the Home screen you just created, including which roles and users can access it, you can do so by clicking Configure in the Home screen tile on the Home Screen configuration page.

8. If you want to create additional Home screens for your Application, click the + New Home button on the Home Screen configuration page.

9. When your end users navigate to the Aapplication's Home screen, they can click the Gear icon → Configure Home to select which Home screen they want. If only one Home screen is available to a user, it will be displayed by default. They can also toggle the My Work table on their Home screen on or off and choose whether they want Table Reports on their Home Screen to be auto-collapsed by default.

Frequently Asked Questions

• How do I remove the yellow banner telling me my home screen needs to be updated?
  • The banner should disappear once you have configured at least one Access-Based Home Screen for your Application.

• What does the "Update Required" badge on my application card under Build → Applications mean?
  • This badge indicates that you must configure an Access-Based Home Screen for your Application.

• What if I want to include more than 30 table reports on my home screen?
  • As of August 2023, you can include up to 30 table reports on a dashboard! If you want more than 30 table reports on a home screen, we recommend splitting those table reports across multiple dashboards, each of which can be configured as a different home screen. End users can switch between home screens at any time.

• Will I be forced to adopt an Access-Based Home Screen?
  If you do not adopt an Access-Based Home Screen for your Application by the end of September 2023, this migration will happen automatically. See below for details.

Automated Home Screen Conversion Process

Applications still using Table Report-based home screens at the end of September 2023 will have their Table Reports automatically added to a dashboard and converted to an Access-Based Home Screen. Automatically converted home screens will look the same as existing home screens to end users, impacting both Live and Draft apps. To help users quickly identify dashboards and home screens which were created as part of this process, the following standard naming conventions will be used:

• Dashboards: A new dashboard named Home Screen Conversion [1] will be created for each automatically converted home screen. If your environment has multiple applications requiring conversion, you will see one new dashboard for each: Home Screen Conversion [1], Home Screen Conversion [2], Home Screen Conversion [3], etc. A LogicGate Administrator will create each dashboard.

• Home Screens: For each automatically converted home screen, a new home screen tile named Default Home Screen [1] will be created (visible to users when they click the gear icon on the home screen and select Configure Home Screen). If your environment has multiple applications requiring conversion, you will see one new home screen for each: Default Home Screen [1], Default Home Screen [2], Default Home Screen [3], etc.