Overview#
You can make the portal look like yours and change what candidates see on its pages. This page explains how your changes are saved, how to move them to production, what to leave alone, and what to check after a Pump Portal update, so that future updates still apply cleanly.
This page is for your Pump administrator, or the partner who customises Pump for you, and is part of the Pump Portal Admin Guide. Read Staff access, settings and which items candidates see first.
How your changes are saved#
The Pump Portal is installed as a managed solution called PumpPortal. When you change one of its parts (a form, a view, a page or a site setting), your change is saved as a layer on top of Pump's:
- Your change wins. Candidates see your version.
- When Pump updates the portal, anything you've changed keeps your version, so you won't get Pump's improvements to that part. To take Pump's version again, remove your layer: Power Apps > Solutions > PumpPortal > the component > See solution layers > remove the unmanaged layer.
- So make the smallest change that does the job and keep a list of what you changed. That's what to re-check after each update.
Where the parts live, and moving your changes to production#
Everything you can customise is part of the PumpPortal solution: the portal's pages and styling, its site settings, the list views and the detail-page forms. You don't need to change any other Pump solution to customise the portal.
Make your changes in your sandbox, in your own customisation solution, then move that solution to production:
- In your sandbox, open Power Apps > Solutions > your customisation solution. If you don't have one, create it (New solution, with your own publisher).
- Add existing > the part you want to change: a View or Form (under the Compliance Item or Placement table), or a Site component for pages, styling and site settings.
- Make the change as described in Branding, pages, lists and forms or Site settings and the portal's flows, and Publish.
- Test it in the sandbox. Keep adding to the same solution as you go.
- When you've signed off, Export the solution from the sandbox and Import it into production. Then Sync in production's design studio and check the pages.
Note: A change made directly in production, outside your solution, has to be repeated by hand in the sandbox, and the other way round.
Tools you'll use#
| Tool | Where | Used for |
|---|---|---|
| Power Pages design studio | make.powerpages.microsoft.com > the Pump Portal site > Edit | Branding, page text, lists, and forms and views (Data workspace) |
| Power Pages Management | Design studio > ... > Power Pages Management | Site settings, and basic forms in detail |
| Power Apps | make.powerapps.com > Solutions or Tables | Forms and views, if you prefer it to design studio |
After any change made outside design studio, click Sync in design studio, then check it in Preview. The live site can take a few minutes to catch up.
Leave these alone#
These parts make the portal work. Changing them can stop uploads or emails working, or let candidates see each other's records. If you need something here changed, contact Pump.
| Leave alone | Why |
|---|---|
| Table permissions and web roles | They limit each candidate to their own records. |
| View filters on the portal lists | They keep hidden and closed items off the portal (see The columns on a list). |
| Custom CSS on the Compliance Items and Placements pages | Full-height lists and the phone layout (see The columns on a list). Add to it, don't replace it. |
| Page code on Compliance Item Detail and Placement Detail | Uploads, documents, the Role line, rates and compliance lists. |
| Form names | The pages load them by name (see The fields on a detail page). |
| Site settings starting Webapi/, and Authentication/LoginTrackingEnabled | The Documents panel and Last Login use them. |
| Page addresses (/compliance/, /Placements/, /Compliance-Item-Detail/, /Placement-Detail/) | Email links, the Home buttons and the lists link to them. |
| The Compliance Documents panel on the staff Compliance Item form | Don't add your own copy of it. |
| The portal flows in the PumpPortal solution | Turn the optional ones on or off (see The portal's flows), but don't edit them. |
After a Pump Portal update#
- In Power Apps, open Solutions > PumpPortal and, for each part on your list of changes, See solution layers. Your layer is on top.
- For each one, decide whether you still need your change. If you don't, remove your layer to take Pump's new version.
- Sync in design studio and check the pages as a test candidate.