To improve visibility and usability, the PORTERS UI will be renewed with a new design.
💡 The overall UI design will be updated, including buttons, icons, bars, colors, and fonts.
💡 Search Screen : The current search screen will be positioned as the “Advanced Search” mode, and a new “Simple Search” mode will be introduced, displaying only a minimal set of fields.
💡 On the search screen, you will be able to toggle the option to “Show filled only.”
💡 A new “Saved Search Conditions List” will be available to review previously saved search settings.
💡 An “Import” button will be added to the list screen.
💡 Sorting options can be switched directly on the list screen.
- Main Changes
└ ■ Header
└ ■ List Screen
└ ■ List Screen Side Menu
└ ■ Detail Screen
└ ■ Search Screen -
About the Staging Environment (Test Environment)
└ Important Precautions When Using the Staging Environment
└ Additional Information / FAQ for the Use of the Staging Environment
*Images used on this page are under development and may differ from those in the final release.
Scheduled Release Date
Monday, March 16, 2026
* urther details, including the exact implementation time, will be provided at a later date.
Main Changes
■ Header
○ The order of items in the user menu will be changed.
○ The floating menu previously displayed on the left side (Dashboard, Mailbox, and Calendar) will be removed.
A link to the Dashboard will be shown on the left side of the global menu, and links to Mailbox and Calendar will be displayed in the upper-right corner.
○ In the user menu “Menu Customization,” you can add separator lines.
○ The color scheme of the global menu themes will be updated.
The six available themes (Green, Red, Yellow, Purple, Blue, and Grey) remain the same, but the tones will be adjusted.
The menu theme can be configured by system administrator users on the customization screen.
■ List Screen
❶ Three types of record counts will be displayed:
Search result: The total number of records returned by the search
Filtered: The number of records currently displayed after filters are applied
Selected: The number of records with checkboxes selected
❷ “Review the Search Condition” and “Import” buttons will be added to the top of the list, while the existing menus in the side menu and global menu dropdown will remain available.
❸ The existing button for switching the entire list between expanded and collapsed views will be removed. Instead, tabs for “Detailed view” and “Collapsed view” will be introduced. (Individual records can still be expanded or collapsed using the “v” and “^” icons on the left.)
❹
○ Sort toggle buttons (“▽△”) will be added to each column header.
○ The conventional sort/filter button will be discontinued.
Clicking an item name will display a tab where you can configure filters and color settings.
(For item types that do not support color settings, only the filter tab will be shown.)
In addition, the color tone of text displayed in color settings will be updated.
❺ The action menu button will change to a three-dot (“…”) icon.
❻ The pattern indicating the status of a record row will change.
Top: Default state (white)
Middle: Viewed (gray)
Bottom: Detail screen currently displayed (blue)
■ List Screen Side Menu
❶ “Saved Search Criteria List”
Clicking link ❶ opens the saved search criteria list ❷.
└ Click a search criteria name: Executes the search
└ Pencil icon: Opens the existing edit dialog
└ × icon: Opens the existing delete dialog
❷ “Recently Accessed” will be displayed in this area.
❸ If the number of items exceeds the side menu’s available space, a vertical scroll bar will be displayed.
■ Detail Screen
○ The design and placement of icons will be updated.
❶ Previous / Next icons, resource name, duplicate alert
❷ Mailbox, Share, Print
❸ Clip
○ Sublists
A heading labeled “Sublist” will be shown above the table, and the “Sublist” label will be removed from each table header.
■ Search Screen
The previous modal-based search display will be discontinued, and the search screen will now be positioned on the right side of the list screen.
The existing comprehensive search screen, which allows access to all search items, will remain as “Advanced Search.” A new “Simple Search” mode will be introduced to help users quickly find required fields and perform initial or repeated searches more efficiently.
Search Screen – Common Items
❶ Switch the search mode.
“Advanced Search” is the traditional search screen. Please refer to the explanation later in this document for details about “Simple Search.”
* Switching modes does not clear entered search criteria; all values are retained.
Example: If item A is turned ON in “Simple Search” and you switch to “Advanced Search,” item A remains ON. If you then turn it OFF in “Advanced Search” and switch back, item A will be OFF in “Simple Search.”
❷ Close: Closes the search screen without clearing entered values.
Search: Executes the search, equivalent to the previous “Search” button.
❸ Clear all conditions: Clears all entered search criteria, equivalent to the previous “Clear” button.
Save search criteria: Saves the current search criteria, equivalent to the previous “+ Save Search Criteria” option.
❹ When enabled, only search items with entered values will be displayed on the search screen.
Search Screen – Common Specifications
❶ Clears the current search criteria for each group.
❷ You can collapse each group, similar to the detail screen.
❸ Items previously shown on the left side of the search screen—such as “Sort Order” and “Process” (and “Commute Time,” if commute-time matching is enabled)— will now be displayed on the right side.
Saved search criteria will no longer appear here and will only be shown in the side menu on the left side of the list screen.
Simple Search
“Simple Search” allows you to display only the search items you need from among the many available options.
When the search screen is opened, “Simple Search” mode is displayed by default, showing only the “Basic Search Item”. Users can add or remove search items individually as needed.
❶ “+ Edit search condition items”
Clicking this opens the “Edit search condition items” window, displaying available groups and items.
□ Group
└ □ Item A └ □ Item B …
Checked items will appear in the Simple Search screen; unchecked items will be removed.
❷ “Previously used search items”
In Simple Search mode, the names of items used in the previous search are displayed.
Clicking an item displays it again in the Simple Search screen.
* Previously used search items are stored in the PC browser for each global menu. They will not be displayed if another browser is used or if the browser cache is cleared.
Quick View and Matching Search Criteria during Matching
Saved matching search criteria are displayed in two locations: ① on the right side of the search screen and ② in the side menu on the left side of the list screen.
About the Staging Environment (Test Environment)
If you use RPA or need to review the new UI in advance, a staging environment can be provided. Please contact your sales representative or the Help Desk if you would like access.
Staging Environment Request Form
Important Precautions When Using the Staging Environment
You may submit a request to trial the new UI through the form above.
Please review the following points, which outline the matters you are expected to understand and agree to in advance.
Please note that you will not be able to participate in the trial if you do not agree to these terms. We kindly ask for your understanding.
- This application is intended to be submitted on a per‑organization basis for companies using PORTERS.
Individual users are not required to submit separate applications. If duplicate applications are submitted, we will process them accordingly.
The staging environment provided through this application—allowing you to try the upcoming PORTERS UI Design Renewal version—may be shared among users within your organization. However, when doing so, please ensure that the following important notes are shared and fully understood by all users.
- We will provide access to a staging environment that allows you to try the upcoming PORTERS UI Design Renewal version scheduled for release on Monday, March 16, 2026. The trial environment will no longer be available after the official release.
- This interface is under development, and certain functions may not operate as intended. The final release version may differ from the current implementation.
- The staging environment and the production environment share the same database and are not separated. Any changes or operations performed in the staging environment—such as creating, editing, or deleting data, or making adjustments in customize screens—will directly affect the production environment of your logged‑in PORTERS environment. Please exercise sufficient caution when using the staging environment.
- Please refrain from running any functions categorized as bulk operations (such as Import, Export, Bulk Update, Bulk Delete, or Bulk Mail), as well as accessing features that involve various Apps (including Auto-Matching, Smart-Document, ZLOSS, and others). These operations may not function correctly and may stop midway during processing.
- The staging environment may be updated at any time without prior notice (typically for 30 to 120 minutes). It is not possible to determine from the screen whether the environment is undergoing updates, and unexpected behavior may occur during those times. Please be advised that regular maintenance is performed on Fridays between 16:00 and 19:00.
- After an update, unintended behavior may occur due to interactions with your browser cache. If you encounter any issues, we kindly ask that you clear your browser cache.
- Please note that the display and functions of the renewal version are not covered by support. We apologize for the inconvenience, but we ask that you refrain from submitting inquiries prior to the official release.
Additional Information / FAQ for the Use of the Staging Environment
Thank you very much for always using PORTERS.
We understand that, due to this renewal, you may have a great deal of work such as updating RPA and preparing manuals.
We are truly sorry for the burden this places on you, and we appreciate your understanding and patience.
Please note that the following text assumes that you have checked all the content of this page up to this point.
We kindly ask that you review it.
What is the current development status? How much change is expected between the Staging Environment and the release version?
We are currently in the phase of diligently implementing the specifications and design that have been carefully considered in advance.
We have just finished implementing a full set of functions and are currently fixing identified issues and making fine adjustments.
Therefore, we do not expect any fundamental (major) changes from this point onward.
The layout (positions, placement, and sizes) of the elements displayed on each screen is already fixed in the current version of the Staging Environment. However, we cannot rule out the possibility of minor adjustments in very limited areas.
The behavior when clicking elements displayed on each screen may change in part because we are in the phase of fixing issues and making fine adjustments.
If the Staging Environment is updated, can you tell us what has changed?
We are sorry, but we are unable to provide that information.
We would like to be notified of the time when update work on the Staging Environment will be performed, either beforehand or at the time of the work.
We are sorry, but we are unable to do so.
There is a regular update work window from 16:00 to 19:00 every Friday.
Work at other times is expected to be rare.
We would like to run functions that belong to bulk operations (Import/Export/Bulk-Update/Bulk-Delete/Bulk-Mail, etc.). Will there be a time in the near future when it is okay to try them?
If functions belonging to bulk operations overlap with update work on the Staging Environment performed by us, the processing will stop at that point. We also do not know what kind of impact it may cause.
Because we cannot announce the timing of updates, there is no certain way to avoid this. However, at least there is regular update work every Friday. (We expect that opportunities to perform update work at other times will be rare.)
For these reasons, as mentioned above, we ask that you refrain from running functions that belong to bulk operations.
If you understand and accept the possibility of unexpected behavior, you may try them.
(Please note in advance that Porters Corporation cannot be held responsible for any damage caused by malfunctions.)
However, even in that case, we respectfully ask that you do not run them on Friday afternoons.
This situation will not change before the release.
We would like to access functions involving various apps (Auto-Matching/Smart-Document/ZLOSS/others). Will there be a time in the near future when it is okay to try them?
In the Staging Environment, operations that integrate with apps do not work.
This situation will not change before the release.