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Oracle® Applications Cloud Extending the Applications
Release 13.2
Part Number E50709-02
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5 Customizing Navigation

This chapter contains the following:

Customizing the Springboard for Simplified Pages: Points to Consider

Menu Customization

Customizing the Springboard for Simplified Pages: Points to Consider

The springboard is the area on the simplified user interface home page, and above all simplified pages, that contains a set of functional area icon buttons. You can define which functional areas and pages within these areas are available to users.

Click Settings in the springboard, and then select the Structure tab. The Structure page displays all the functional areas and pages that are currently selected to appear on the springboard.

Displaying or Hiding Functional Areas

To display functional areas on the springboard, click Add Item and select the functional areas to include.

To hide a functional area, hover over that functional area and click Hide Item.

Displaying or Hiding Pages

To display a page in a functional area, hover over that functional area and click Add Tab, if available.

To hide a page, hover over that page and click Hide Tab.

Changing the Order of Functional Areas and Pages

Drag and drop functional areas and pages to set the order.

You can also use the Organize menu and select:

Renaming Functional Areas and Pages

Click the name of a functional area or page to modify its name.

Menu Customization

Menu Customization: Explained

You use the Manage Menu Customizations task to customize the navigator and home page menus. This task is available from the Setup and Maintenance work area, which is accessible from the Administration menu in the Oracle Fusion Applications global area. Select either Customize - Navigator or Customize - Homepage to proceed with the customization activity.

Note

To perform menu customization at run time, it is important that you have the required privileges.

You customize the menus at the site level and your changes affect all users (or all users of a tenant if in a multi-tenant environment).

Tip

If you are making minor changes, such as adding or editing one or two nodes, then you can hide the changes until you have completed your customizations. However, if you are making more than minor changes, such as rearranging several nodes, you might want to instead create a sandbox before customizing menus.

Navigator Menu Configuration

The navigator menu is the global menu that is accessible from the Oracle Fusion Applications global area. It allows users to navigate directly to the pages inside Oracle Fusion Applications as well as to outside web pages. The menu is composed of links (items) that are organized in a hierarchy of groups.

You can customize the navigator menu to address needs that are specific to your organization. For example, you might want to add specialized groupings for cross-functional teams or add links to web pages or external applications. You can add groups and links to the navigator menu, as well as hide and show them.

The Manage Menu Customizations task displays the menu groups as expandable nodes, with which you can traverse the menu hierarchy.

Note

Not all Oracle Fusion Applications pages appear in the navigator menu, because some pages are accessible from a work area or from other links in the global area such as the Home link.

The following table lists the Navigator menu customization tasks that you can perform at run time as well as the tasks that you cannot perform.


Permitted Tasks

Restricted Tasks

  • Add and delete custom groups.

  • Edit any group.

  • Add and delete custom items.

  • Edit any item.

  • Specify navigation for an item:

    • Specify navigation to a UI Shell page in an Oracle Fusion application.

    • Specify navigation to an external web page.

  • Hide or show groups and items.

  • You cannot add menu items (links) as top-level nodes. You can add nodes to only the groups in the top level and subgroups.

  • You cannot delete nodes that are delivered with the product. Instead, you can hide them.

  • You cannot move nodes. Instead, you must duplicate the node and hide the original node.

Home Page Menu Configuration

The home page menu is the set of tabs that are displayed in the Oracle Fusion Applications global area. The home page menu displays tabs for all the items in the menu for which the end user has access privileges. You can add tabs to the home page menu, as well as hide and show them.

The following table lists the Home page menu customization tasks that you can perform at run time as well as the tasks that you cannot perform.


Permitted Tasks

Restricted Tasks

  • Add and delete custom items.

  • Edit any item.

  • Specify navigation to a UI Shell page in an Oracle Fusion application.

  • Hide or show items.

  • You cannot add menu items (links) as sub-nodes. All nodes are top-level nodes.

  • You cannot delete nodes that are delivered with the product. Instead, you can hide them.

  • You cannot move nodes. Instead, you must duplicate the node and hide the original node.

Adding Navigator Menu Group: Points to Consider

You arrange the navigator menu by building a hierarchy of nested groups.

Use the View menu to expand or collapse a group of nodes. You can also right-click a node and access similar actions to facilitate tree navigation.

Adding Groups

To add a group, you can insert a group above or below a peer group or insert a child group. You edit a group by defining a label and specifying whether the group should be rendered. You typically hide the group until all changes have been completed.

Adding Menu Items: Points to Consider

The home page menu items are URL links to home pages in Oracle Fusion applications. The Navigator menu items can either be links to UI Shell pages or links to external applications and web sites.

In the menu hierarchy, the home page menu items are always top-level items. Whereas, you can add Navigator menu items to top-level groups and to their subgroups but you cannot add navigator menu items as top-level nodes.

Adding a Home Page Menu Item

To add a home page menu item, navigate to the place where you want the item to appear and insert it above or below the existing item. You can also duplicate an existing menu item and position it at the required location. You must provide a label for the menu and link the menu item to a UI Shell page.

Adding a Navigator Menu Item

To add a Navigator menu item, you navigate to the item's group and insert the item above or below another item.

You can also duplicate an existing item. You must provide a label for the menu and either link the menu item to a UI Shell page or link it to an external web site or application.

You can link a Navigator menu item to the following:

Linking to a UI Shell Page

If the new item points to a UI Shell page in an application, then you must provide the name of the web application and the view ID of the target page. The web application name and view ID can be obtained from an existing menu item that links to the same UI Shell page.

In a non-Cloud implementation, you also can obtain the web application name from the context root for the application, and you can obtain the view ID from the id attribute for the page's <view> tag in the product's public_html/WEB-INF/adfc-config.xmlfile.

If you want secure access to the target UI Shell page from the menu item, then you must provide the name of the secured resource and the name of the policy store's application stripe. When an end user clicks the link, the Oracle Fusion Applications checks the secured resource and the Lightweight Directory Access Protocol (LDAP) policy store to determine whether the user has the privilege to view the page.

If there is another menu item that points to the same page, then you can get the secured resource name and application stripe from that item. In a non-Cloud implementation, you also can obtain 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.

For non-Cloud applications, you can determine the secured resource name by obtaining the name of the web page's page definition file. By default, the page definition files are located in the view.PageDefs package in the Application Sources directory of the view project. If the corresponding JavaServer Faces (JSF) page is saved to a directory other than the default (public_html), or to a subdirectory of the default, then the page definition will also be saved to a package of the same name. An example of a secured resource name is oracle.apps.view.pageDefs.CaseList_Form_Attach_ UIShellPagePageDef.

A UI Shell page might take parameters and display or act differently based on the parameters that are passed in. For example, if accessing a page from one group in the menu hierarchy, the parameter might be set to status=Open and if accessing the page from a different group, the parameter might be set to status=Closed. If the page takes parameters, you can use the Page Parameters List text box to provide a semicolon-delimited string of name-value pairs, such as org=m1;context=s1. 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.

Linking to the Dynamic URL of an External Web Site or Application

Linking a menu item to a dynamic URL is beneficial in cases where the host, port, or context root to which you point frequently changes. Instead of updating the link to each application, you can update the details of the web application in the topology registration, and that change affects all menu items that contain dynamic links pointing to that web application. For example, you would need a dynamic URL to link to a test version of an application and you will need to change the host and port when you move the application from a test environment to a production environment.

To link to a page outside of Oracle Fusion Applications where the host, port, or context root might change, you must first register the web application in the topology using the Register Enterprise Applications task.

While creating a new menu item on the Create Item Node dialog box, select the Dynamic URL option and provide the details of the web application as per the following example.

When the complete URL to be linked is: http://example:9011/myApp/faces/Page1,

Once the menu item is linked to the dynamic URL, the target page appears in a new browser window or tab when you click the menu item.

Linking to a Static URL of an External Web Site or Application

This option is used when you link a menu item to a page outside Oracle Fusion Applications where the host, port, or context root remains constant. For example, you can use a static URL to link to http://www.oracle.com.

Hiding or Displaying Menu Nodes: Points to Consider

While you are creating or working with a menu group or a menu item, you might want to prevent end users from accessing the node. You can hide the menu group or menu item while you are working with it, and then show the node when you have completed the task.

Working with Nodes

The Manage Menu Customizations page shows all nodes. The Rendered check box is selected by default for all nodes that are added and are visible.

To hide a node, clear the Rendered check box. You can edit the node anytime to either display or hide it.

If you want a menu group or a menu item to appear only if certain conditions are met, you can use an expression language (EL) command to make the node to appear. For example, #{securityContext.userInRole['ADMIN']}.

A node that appears in italics either contains an EL command or the Rendered check box beside it was cleared, and therefore is hidden from end users.

Tip

For major changes that need to be tested and approved, you might want to use the sandbox manager instead of hiding and showing nodes.

Design Time Menu Customizations: Highlights

The menu customization feature provides several options to add, modify, and organize the Navigator and home page menus during design time. You must have developer rights to perform these customizations.

Note

Design time menu customizations are not applicable to Oracle Cloud implementations.

An overview of customizing the Navigator menu and home page is provided in the Oracle Fusion Applications Extensibility Guide.

Customizations

Troubleshooting Navigator Menu: Highlights

If the Navigator menu does not display customizations as expected, use the following troubleshooting tips to verify the changes.

Issues and Resolutions