This guide also applies to on-premises implementations

5Navigator and Springboard Customization

This chapter contains the following:

Customizing the Navigator and Springboard: Overview

You can customize the Navigator and springboard, as well as define settings for the home page and springboard using the Structure page. To address needs specific to your organization, you can create or edit categories and page entries for the Navigator and springboard. For example, you may want to link page entries to web pages or external applications.

Categories and Page Entries

Categories and page entries are the navigator menu items. A page entry is the navigator link or springboard icon that opens a page. A page is a single screen to perform related tasks. A few page entries may be grouped under a category. Depending on the number of page entries that you have access to, the page entries can appear at the top level (not in any category folder) on the springboard. If you have only one page entry under a category, then that page entry icon appears at the top level (not under any category) on the springboard. However, such page entry icons appear under their respective categories on the Navigator menu.

While creating or editing a page entry or category, you can use the Show on Welcome Springboard field to specify whether to display them on the springboard. So, not all page entries and categories may appear on the springboard. The Navigator menu may have more page entries and categories than the springboard. If a page entry appears on both the Navigator menu and springboard, then you can use either of them to open the page. For page entries that don't appear on the springboard, use the Navigator menu to open those pages.

Customizing the Navigator and Springboard Using the Structure Page

For customizing the Navigator and springboard, use the Structure page to do the following tasks on categories and page entries:

  • Create

  • Edit

  • Show or hide

  • Reorder

Note: If a page has both desktop and simplified versions, by default, users open the simplified version of the page from the Navigator menu or springboard. However, to open the desktop page instead of the simplified page, set the Desktop Pages Version Enabled profile option (FND_CLASSIC_INTERFACE) to Yes.

Prerequisites for Customizing the Navigator and Springboard

Before customizing the Navigator and springboard using the Structure page:

  1. From the Navigator menu, select Tools - Structure.

  2. Activate a sandbox. If you're not in an active sandbox, click Edit on the Structure page. You're prompted to activate a sandbox.

    Tip: If you're already in an active sandbox, then the Edit button doesn't appear on the Structure page.

If prompted, select a customization layer to determine the scope of users that your changes affect.

Customizing the Navigator and Springboard

Watch video

Watch: This tutorial gives you an overview of the Navigator and springboard and shows you how to customize their categories and page entries.

Creating Categories and Page Entries for Navigation: Procedure

Use the Structure page to create categories and page entries for customizing the Navigator and springboard. From the Navigator menu, select Tools - Structure.

You can do either of the following:

  • Create a category and then create a page entry in that category.

  • Create a page entry in an existing category or at the top level (not in any category).

Creating Categories and Page Entries

To create a category or a page entry:

  1. Click Create, and select Create Category or Create Page Entry.

  2. Enter a name for the category or page entry. For a category, the one available icon is already selected for you.

  3. If you're creating a page entry:

    • Search and select an icon for the page entry.

    • Select the category in which you want to place the new page entry.

  4. Select Yes, No, or EL Expression in the Visible field:

    • Yes: The category or page entry appears on the Navigator. It can also appear on the springboard, depending on what you select in step 6.

    • No: The category or page entry doesn't appear on the Navigator and springboard.

    • EL expression: The evaluation of the EL expression decides whether the category or page entry will appear on the Navigator and springboard.

  5. If you have selected EL Expression for the Visible field, click the Edit icon next to the Visible drop-down list, and enter a value or expression. Don't include spaces or double quotes in the EL expression.

    For example, depending on the user role that you want to display the categories or page entries for, enter the EL expression as described in the following table:

    Who can see the category or page entry EL Expression and Example

    Only users having any of the specific roles

    #{securityContext.userInRole['<Role_Name>']}

    #{securityContext.userInRole['ORA_FND_APPLICATION_ADMINISTRATOR_JOB,ORA_PER_EMPLOYEE_ABSTRACT']}

    Only users not having any of the specific roles

    #{!(securityContext.userInRole['<Role_Name>']}

    #{!(securityContext.userInRole['ORA_FND_APPLICATION_ADMINISTRATOR_JOB,ORA_PER_EMPLOYEE_ABSTRACT'])}

    Only users having all of the specific roles

    #{securityContext.userInAllRoles['<Role_Name>']}

    #{securityContext.userInAllRoles['ORA_FND_APPLICATION_ADMINISTRATOR_JOB,ORA_PER_EMPLOYEE_ABSTRACT']}

    Only users not having all of the specific roles

    #{!(securityContext.userInAllRoles['<Role_Name>']}

    #{!(securityContext.userInAllRoles['ORA_FND_APPLICATION_ADMINISTRATOR_JOB,ORA_PER_EMPLOYEE_ABSTRACT'])}

    Note: Categories and page entries are evaluated on all pages. So roles used in the EL expression for the Visible field must be available in all application stripes, that is, in CRM, FSCM, and HCM.
  6. For a page entry, if you have set the Visible field to Yes or EL Expression, then set the Show on Welcome Springboard field. The value of this field is evaluated to determine if the page entry will actually appear on the springboard.

    • Yes: The page entry appears on the springboard.

      Suppose you have specified an EL expression in the Visible field. Then, even on setting the Show on Welcome Springboard field to Yes, the page entry may not appear on the springboard. The evaluation of the EL expression decides whether these items will actually appear on the springboard.

    • No: The page entry doesn't appear on the springboard.

    • EL expression: The evaluation of the EL expression decides whether the page entry will appear on the springboard.

  7. If you're creating a category, then click Save and Close. If you're creating a page entry, then perform steps 8 to 10 instead of this step.

  8. Select any of the following link types for the page entry:

    • An application page.

    • A dynamic URL of an external page (outside your application) where the host, port, or context root might change.

    • A Static URL of an external page (outside your application) where the host, port, or context root doesn't change.

  9. Based on the link type, specify the required details to configure the link.

  10. Click Save and Close.

Configuring Links for Page Entries: Procedure

While creating a page entry or editing a custom page entry for the Navigator and springboard using the Structure page, you can determine what the page entry links to.

Use the Create Page Entry or Edit Page Entry page to link a page entry to any of the following link types:

  • Your application page.

  • A dynamic URL of an external page (outside your application) where the host, port, or context root might change.

    You can determine the host and port details, which a dynamic URL starts with, from a lookup based on the application name.

  • A static URL of an external page (outside your application) where the host, port, or context root doesn't change. Static URLs don't require lookups.

  • A secure token URL of a partner application, to which secure tokens are added for enhanced security.

Linking to Application Pages

This option is applicable for non-Cloud implementations only. For Oracle Cloud implementations, you can configure the links to application pages while creating your pages using the Page Integration Wizard page.

To link a page entry to one of your application pages:

  1. Select the Application Page link type.

    If there is another page entry that links to the same application page, then you can enter the same details for all fields, except parameters.

  2. Enter the focus view ID of the target page.

    You can get the Focus View ID from the value of the page's view id attribute in the product's public_html/WEB-INF/adfc-config.xml file.

  3. Select the name of the web application.

    This is the application name that you had entered while creating this third party application using the Setup and Maintenance work area.

  4. For a secure access to the target application page from the page entry, provide the secured resource name and the name of the policy store's application stripe. An example of a secured resource name is oracle.apps.view.pageDefs.CaseList_Form_Attach_UIShellPagePageDef. When a user clicks the link, the application checks the secured resource and the Lightweight Directory Access Protocol (LDAP) policy store. Then, the application determines whether the user has the privilege to view the page.

    You can get the application stripe from the jps.policystore.applicationid parameter in the application's weblogic-application.xml file. Examples of application stripes are crm, fscm, and hcm.

  5. If the page takes parameters, then you can enter a semicolon-delimited string of name=value pairs (for example, org=m1;context=s1) in the Page Parameters List field.

    You can use expression language (EL) to specify the parameters. If the EL evaluates to an object, the toString value of that object is passed as the value of the parameter. An application page may display or act differently based on the parameters that are passed in. For example, if you're opening a page from one category on the springboard or Navigator, the parameter might be set to status=Open. Whereas, if you're opening the page from another category, the parameter might be set to status=Closed.

Linking to Dynamic URLs

You can link a page entry to an external web site or application that has a frequently changing host, port, or context root. Instead of updating the link to each application, you can update the details of the web application in the topology registration. This change affects all page entries that contain dynamic links pointing to that web application.

For example, say you need to link to a test version of an application. So, you use the dynamic URL link type. When you move the application from test to production environment, just change the host and port details of the web application in the topology registration. This change will affect all page entries that contain dynamic links pointing to the web application.

As a prerequisite, use the Register Enterprise Applications task to register the web application in the topology.

To link a page entry to a dynamic URL:

  1. Select the Dynamic URL link type.

  2. Specify the name of the web application and the destination for web application.

    For example, say, you need to link to a complete URL: http://example:9011/myApp/faces/Page1.

    Then:

    • The name of the web application added to topology will be: myApp (the value that would eventually appear in the web application list). The protocol host, port, and context root values of the URL will be: http://example:9011/myApp.

    • The destination for the web application will be: /faces/Page1.

After linking a page entry to a dynamic URL, when you click the page entry, the target page opens in a new browser window or tab.

Linking to Static URLs

You can link a page entry to an external web site or application that has a constant host, port, or context root.

To link a page entry to a static URL:

  1. Select the Static URL link type.

  2. Specify the URL destination.

    For example, you can use a static URL to link to http://www.oracle.com.

Linking to Static URLs with Secure Destinations

To link a page entry to a secure token URL of a partner application (that is, outside your application):

  1. Select the Static URL link type.

  2. Select Secure Destination.

  3. Select the name of the web application.

  4. Enter the destination for the web application. A HTTPS protocol is required to access the application.

  5. Enter the name of the secure token. The secure token expires if the user session is inactive. So, users need to refresh the page to regenerate the tokens.

The application validates the secure token and uses it to authenticate web services within the end user context. Using this mode of customized access, a partner can directly perform an action or display information to the specific user without any additional authentication.

Managing Categories and Page Entries for the Navigator and Springboard: Procedure

Use the Structure page to edit and reorder the existing categories and page entries for customizing the Navigator and springboard.

Editing Categories and Page Entries

Follow these steps:

  1. From the Navigator menu, select Tools - Structure

  2. On the Structure page, click the name link for the category or page entry.

    Tip: You can use the search panel on the Structure page to find the category or page entry you want to edit.

    If you get a "webApp value not defined" error message on clicking a category or page entry, verify whether the application is in the topology tables. For more information, refer to the Oracle Fusion Applications Administrator's Guide.

  3. On the Edit Page Entry page or the Edit Category page, make the required changes.

  4. Click Save and Close.

You can make the following changes to a category or page entry:

  • Rename a category or page entry.

    Note: If a category or page entry was created using a different tool, then you can't change its name using the Structure page.
  • Change the icon for a page entry.

    • You can't change the icon for a category.

    • If a page entry was created using a different tool, then you can't change its icon using the Structure page.

  • For a page entry, change the category under which the page entry is grouped.

  • Change the Visible property for the category or page entry.

  • For a custom page entry, change the settings for link configuration.

  • Delete page entries that are created using the Structure page.

Editing Page Entries with Tabs

Some pages (for example, Security Console) have tabs. Each tab is a task flow. The tabs are displayed at the bottom of the Edit Page Entry page. On the Edit Page Entry page, you can:

  • Click the tab name to rename it

  • Click the tab icon to search and select another icon for the tab

  • Click the Visible field for the tab, and change the option to show or hide the tab

  • Use the Move Up and Move Down icons to adjust the relative position of the tabs within the page

Reordering Categories and Page Entries

Use the Move Up and Move Down icons on the Structure page to reorder categories and page entries. For page entries, you can use the Move To icon to move page entries to different categories or to the top level.

Defining Settings for Home and Navigation: Explained

Click Set System Options on the Structure page to define settings for the home page and springboard. To open the Structure page, from the Navigator menu, select Tools - Structure.

Note: You must be in an active sandbox to define these settings.

Defining Settings

You can define the following settings:

  • Home Panel: Specify the content of the side panel that appears to the left of the springboard on the home page. Select to display either social networking content or announcements in the panel. By default, social networking content is displayed in the home panel. Also, this panel isn't visible to partners or other external users who sign in to your application, by default. To provide access to such users, contact your security administrator.

  • Enable Infolets: Select the infolet pages that you want to include on the home page. Based on your selection, these infolet pages will appear as a row of dots on the home page. Users can click a dot to navigate to each included infolet page. If you don't select any infolet page in the settings, no such dots will appear on the home page.

You can use profile options to define settings for the springboard strip that you can find above all simplified pages:

  • To enable users to use the springboard strip, set the Springboard Strip Enabled profile option (FND_USE_FILMSTRIP) to Yes.

  • If the FND_USE_FILMSTRIP profile option is set to Yes, then you can display the springboard strip as expanded by default. To do so, set the Springboard Strip Expanded profile option (FND_EXPAND_FILMSTRIP) to Yes. A user can still collapse or expand the strip on any page, and once done, this profile option is set by default for subsequent sessions of that user.

FAQs for Navigator and Springboard Customization

Why can't I edit the Structure page entry or the Tools category?

While customizing the Navigator and springboard, you can't:

  • Override the Visible setting for the Structure page entry and Tools category. The default setting is Yes, so the Structure page entry and Tools category always appear on the Navigator and springboard.

  • Move the Structure page entry to a different category or to the top level. The default category is Tools, so the Structure page entry always appear under the Tools category.

Why are some springboard icons not displayed on my springboard?

A springboard icon, that is, a group or a page entry may be hidden due to any of the following reasons:

  • You may not have security privileges to access or view the group or page entry. To review, check if the group or page entry is available on the Navigator menu. If no, then that means you don't have the appropriate privileges.

  • The administrator has hidden the group or page entry from the springboard using the Structure page. To review the visibility settings, from the Navigator menu, select Tools - Structure.

  • The administrator hasn't enabled the offering associated with the group or page entry.

  • The accessibility preference for the application is set to the screen reader mode. To review accessibility preferences, in the global area, either click the Accessibility icon or select Settings and Actions - Personalization - Set Preferences.