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Resource Type
Applicable Versions
Deployment Approach
Capability
Feature
Crafting XML Workflow Definitions
Crafting XML Workflow Definitions As of DXP 2024.Q3, scripting is disabled by default. You can enable it in System Settings → Script Management (under the Security category). All Workflow...
Workflow Designer Overview
Workflow Designer Overview Subscription The Process Builder's workflow designer is a graphical interface for creating workflow process definitions. The convenient drag and drop interface makes...
Creating an Action Executor
Creating an Action Executor Workflow nodes can contain elements that execute custom logic via Groovy scripts. approve
Using the Script Engine in Workflow
Using the Script Engine in Workflow As of DXP 2024.Q3, scripting is disabled by default. You can enable it in System Settings → Script Management (under the Security category). Add Groovy scripts...
Workflow Notification Template Variables
Workflow Notification Template Variables Liferay 7.3+ Some variables are auto-injected into the workflow notification context. These are handy to use in your workflow notification templates. ...
Workflow Task Node Reference
Workflow Task Node Reference As of DXP 2024.Q3, scripting is disabled by default. You can enable it in System Settings → Script Management (under the Security category). Tasks are the part of the...
Introduction to Workflow
Introduction to Workflow Liferay DXP ships with a workflow engine that allows users to review and approve content such as Blogs, Web Content, Wikis before they are published. The Workflow...
Using Workflows
Using Workflows Activating Workflow Reviewing Assets Using Workflow Metrics Workflow Metrics Reports
Working with Workflow Context
Working with Workflow Context Workflows in Liferay are used as approval processes. At each step of the process, the workflow has certain data that's available in a Map object referred to in your...
Activating Workflow
Activating Workflow You can activate a workflow process for an asset type either across the DXP instance or only on a specific site. When a workflow process is activated across the instance for a...
Workflow Definition Node Reference
Workflow Definition Node Reference Node elements and their sub-elements are fundamental building blocks making up workflow definitions. Nodes often reflect the real life stages of the review...
Reviewing Assets
Reviewing Assets When an asset's workflow is activated, one or more users must review it before publication. You can assign workflow review processes to specific users or to a particular Role (for...
Using Workflow Metrics
Using Workflow Metrics Subscription This feature works only with Elasticsearch. Workflow Metrics gives insight into the time spent to complete certain workflow events. To use it, set up...
Analytics Cloud
Analytics Cloud Collecting analytics data is a crucial part of any business. Liferay offers an analytics tool that's integrated with DXP to provide useful information on who visits your site and...
Viewing the Analytics Dashboard
Viewing the Analytics Dashboard After syncing data, Analytics Cloud automatically begins tracking site visitors and how they interact with your content. The following tools are available for...
Getting Started
Getting Started Welcome to Liferay Analytics Cloud! Collecting analytics data is a crucial part of any business. There are many different tools out there but not all provide high value. It's not...
Connecting Liferay DXP to Analytics Cloud
Connecting Liferay DXP to Analytics Cloud Liferay DXP 2024.Q1+/Portal GA112+ Liferay DXP and Analytics Cloud connect via a secure, encrypted token. This token is generated by Analytics Cloud and...
Connecting Liferay DXP 7.3 to Analytics Cloud
Connecting Liferay DXP 7.3 to Analytics Cloud Liferay DXP 7.3 U30+ The steps to connect Liferay DXP 7.3 to Analytics Cloud differ slightly from the steps to connect Liferay DXP 7.4. Liferay DXP...
Personalization
Personalization Liferay DXP provides powerful tools out-of-the-box for understanding and delivering personalized experiences to users. For example, you can use data from Liferay's Analytics Cloud...
Workflow Metrics: Reports
Workflow Metrics: Reports Subscription Open the Workflow Metrics from the Applications Menu (Applications Menu) (Control Panel → Workflow → Metrics) and you immediately see metrics on each...
Optimization
Optimization
A/B Tests Analytics
A/B Tests Analytics A/B testing evaluates the effectiveness of content pages by testing a variant design against the control design (i.e., the original). This process involves creating a page...
People
People Better understanding individual users and users in aggregate is key to offering excellent service. Analytics Cloud provides the tools to better understand both. By building robust Individual...
Downloading Reports
Downloading Reports In addition to inviting team members to your Analytics Cloud workspace, you can share insights with your team by downloading reports. Downloadable PDF reports are available for...
Individuals Dashboard
Individuals Dashboard The Individuals dashboard provides a broad range of analytics data about your visitors and how they interact with your Site. To view the dashboard, Click Individuals in...
Individual Profiles
Individual Profiles Many individuals visit your sites. Learning who they are and their activities and interests helps you improve business with them. Individual profiles help your Sales, Customer...
Reference
Reference Multi-Factor Authentication Metrics Description Downloading Reports
Multi-Factor Authentication
Multi-Factor Authentication Multi-factor authentication (MFA) is required for all Analytics Cloud users. This additional layer of security helps to protect users from cyberattacks such as phishing...
Touchpoints
Touchpoints Touchpoints reflect the many different ways your users and customers interact with your brand. Analytics Cloud presents a broad range of analytics data that combines traditional page...
Events Analytics
Events Analytics As individuals visit and interact with your site, Analytics Cloud tracks these events. Many of these events that take place on your Liferay DXP instance are set up to be tracked...
Tracking Events in Third Party Websites
Tracking Events in Third Party Websites You can use Analytics Cloud to track events for analysis on websites not built on Liferay DXP by adding JavaScript code to the and of your HTML pages: ...
Interests and Search Terms
Interests and Search Terms Finding out topics people are interested in helps you relate your products and services to them. Analytics Cloud's insight empowers you with rich, easy-to-understand...
Pages Reference
Pages Reference The data displayed for pages is based on Default Events and Event Attributes. The following events and event attributes are related to pages: Page Events pageDepthReached...
Sites Analytics
Sites Analytics Liferay Analytics Cloud provides a sites dashboard for each Property in your Workspace. For example, when Creating a Property each Property can be associated with one site or can be...
Pages Analytics
Pages Analytics For pages, Analytics Cloud Registers and tracks pages for analysis the first time the Analytics Cloud client detects a Page interaction. Queries pages on a schedule for...
Paths Analytics
Paths Analytics Path analytics identifies how visitors arrive on a site page and where they go next. Knowing how your users are coming and going can empower you to better tailor your site's content...
Troubleshooting
Troubleshooting Troubleshooting Analytics Cloud Activation Troubleshooting Data Sources
Definitions
Definitions There are four types of definitions: Individuals: attributes of individuals accessing your site Events: default and custom actions that happen on your site Event Attributes:...
Managing Data Sources
Managing Data Sources After connecting Liferay DXP to your workspace, you can view and make changes to them from the settings page. Navigate to Settings → Workspace Data → Data Sources. See the...
Troubleshooting Data Sources
Troubleshooting Data Sources Misconfigured environments or data sources can prevent or disrupt access to Liferay DXP data sources. Here's how to troubleshoot DXP data source issues. No Network...
Managing API Access
Managing API Access Liferay Analytics Cloud supports access to its analytics data via a set of API endpoints. You can access and integrate the data either through RESTful APIs or data export. Some...
Workspace Settings
Workspace Settings In settings, view and manage your Analytics Cloud workspace. Click the settings link at the bottom left of the UI. Invite other users and manage access to the workspace. View...
Troubleshooting Analytics Cloud Activation
Troubleshooting Analytics Cloud Activation There are a few steps that must be performed in order to begin using Analytics Cloud. If these steps have not yet been performed, you may encounter an...
Workspace Data
Workspace Data In settings view, and manage the data sources that sync with Analytics Cloud. Click the settings link at the bottom left of the UI. Manage API access by creating or revoking access...
Contact Sync Data Reference
Contact Sync Data Reference When you sync contacts from your Liferay Instance, you can choose different fields from the Contacts table and the User table. Fields are selected from the contacts...
Managing Properties
Managing Properties After creating a property it can be managed and modified from the Workspace Settings section of Analytics Cloud. Navigate to Settings → Workspace Settings → Properties. ...
Managing Workspaces
Managing Workspaces You can view and change your workspace settings from the settings page. Navigate to Settings → Workspace Settings → Workspace. Workspace Name: The name of your analytics...
Tracking Usage
Tracking Usage Analytics Cloud plans are limited by the total amount of individuals and page views synced from data sources. When either limit is exceeded, Analytics Cloud users are prompted to...
Content Page Personalization
Content Page Personalization You can tailor your Content Page to different groups of users, providing each group a personalized experience, rather than a generic one. You can also leverage Content...
Managing Users
Managing Users If you are the workspace Owner or have been assigned the Admin permission, you can invite and manage users. Here's how to bring up the User Management page: Click on Settings in...
Creating and Managing Experiences
Creating and Managing Experiences Liferay 7.4+, 7.3 FP1+, and 7.2 FP11+ You can customize your content page for different groups of users using Experiences. See Content Page Personalization to...
Scoping Sites and Individuals Using Properties
Scoping Sites and Individuals Using Properties A Property allows you to define and associate a label to a single or multiple sites. This allows you to aggregate the analytics data for all...
Experiences
Experiences Use experience personalization to tailor content pages and collections to different audiences. You can show customized layouts, content, and collection items based on user segments. ...
Personalizing Collections
Personalizing Collections Liferay Portal 7.3 GA6 / DXP 7.3+ By default, any user can see all the collection's content and is part of the Anyone personalized variation. However, you can create a...
Enabling Automated Live Chat Systems
Enabling Automated Live Chat Systems Liferay 7.4+ Liferay now offers integration with several live support chat platforms. Enabling this integration adds a chat window to sites on your Liferay...
Migration from Audience Targeting
Migration from Audience Targeting If you're upgrading from a Liferay version that used Audience Targeting, you must migrate to the built-in Segmentation and Personalization features introduced in...
Using the Accessibility Menu
Using the Accessibility Menu Liferay DXP 2024.Q2+/Portal GA120+ Most enhancements to accessibility in Liferay are propagated across the entire platform by default, so all your users can benefit...
Creating and Managing User Segments
Creating and Managing User Segments Using Segments you can create different groups of users based on a common set of properties, like user Job Title, or user Language. For a list of the properties...
Migrating User Segments
Migrating User Segments A user segment represents a subset of users with a common set of properties. Segmentation in Liferay 7.2+ works similarly to Audience Targeting in previous Liferay DXP...
Personalizing Collections for Liferay 7.2 and Earlier Versions
Personalizing Collections for Liferay 7.2 and Earlier Versions Personalizing collections tailors content for specific user segments, enhancing user experiences and targeting content effectively. In...