Enabling a portal integration in the Cloud
To enable clients to include Self-Service forms in a client portal.
 | With the upcoming deprecation of third party cookie support by Google (see Privacy Sandbox for the Web for more information), the Planon Self-Service integration support will become deprecated per January 1st 2024. To maintain the same functionality, the link should be opened in a new browser tab instead of using an iframe. |
Customers would like to embed Self-Service forms in their portal, which has now been made possible by specifying and enabling your portal URL.
| | • As a precondition, domain settings must be configured in order to use Portal integration. The domain alias is required for end user access. • Contact Planon Support to enable Portal integration for your Cloud environment. The Cloud environment needs to be prepared to be able to switch it on. |
After completing your domain settings and saving them, a number of new settings will be available after refreshing your page.
1. Enter your Portal URL.
It is only possible to use one portal URL. When ready, set the Enabled field to Yes.
| | As long as this field is No, the portal will not be able to display the forms. |
2. Click Save portal URL.
Once the Enabled field is set to Yes, you can embed the Self-Service form URLs in your portal. The link between your portal and your Planon environment is established.
3. If the customer has enabled SSO, the configuration in the Identity Broker must be updated. In Clients > Planon, add both the domain alias and the portal URL in the Valid redirect URIs field and in the Web Origins field.
Example
Customer has a portal and wants to include Self-Service forms:
• Portal is running under domain: https://portal.customer.com
• Planon Cloud environment is running at: https://customer-prod.planoncloud.com
• Customer has set up a domain alias at: https://facilities.customer.com
• End user access is via: https://facilities.customer.com
• Gadget is configured to have portal integration as source: https://portal.customer.com
• Portal contains iframes with link to: customer-prod.planoncloud.com/case/BP/..