Create Infolets

Use infolet pages to create infolets. You can create an infolet, add content to it, and link detailed reports. For some product-specific infolet pages, you can't create infolets.

1. Activate a sandbox that has the Page Composer tool in it.

2. Open an infolet page.

3. Click your user image or name in the global header, and on the Settings and Actions menu, select Edit Pages.

4. Click the Infolet Repository icon, and select Create Infolet.

   Note: If you can't find the Create Infolet menu item, it either means you can't create infolets for this page, or the theme may be using a global text and icon color that's too light, impacting the visibility of the UI element.

5. Enter a title for the infolet and set its views.

   • Specify the dimensions for the front view.

   • Enable or disable the back view.

   • Enable or disable the expanded view, and specify its dimensions. The dimensions of the front and the back views must be the same, but the expanded view must be bigger because it displays more details.

6. Click Save and Close. You can now add content to infolets.

Add Content to Infolets

You can add content to the infolet's front, back, or expanded view. You can't add a business intelligence dashboard to an infolet because a dashboard report is generally bigger than an infolet.

1. Select the infolet's view that you want to add content to.

   Note: To open infolet's back view, click the Back View icon on the bottom right corner of the infolet. And to open expanded view, click the Expanded View icon on the bottom right corner of the infolet's back view.

2. Click Add Content on the infolet. You can find this button on any of the infolet's views, but only if you don't have any existing content in that view.

3. Search and select a performance tile or a task flow, and click Add. You can browse the business intelligence (BI) catalog to find the analytics and reports that you want to add.

4. Close the Add Content dialog box. You can now add detailed reports to the infolet.

Link Detailed Reports to Infolets

To provide detailed information about a subject matter on an infolet, you can add a link to a detailed report. After you add the link, your users can click anywhere in the infolet area to drill down to that detailed report. The detailed report doesn't replace the existing infolet content.

First, add a performance tile report to the infolet content, and then follow these steps:

1. Click the Actions icon on the top right corner of the infolet, and select Link Detailed Report.

2. On the Detailed Report page, click Add Content.

3. Search and select a report, and click Add to add it to the infolet.

4. Close the Add Content dialog box.

5. Click Done. You can now publish the sandbox.

Publish the Sandbox

1. Preview the infolet's front view, drill down to the detailed report, and then preview the back and the expanded views.

2. After you made changes, click Close to leave Page Composer.

3. Test your changes and publish the sandbox to make the new infolet available to your users.