9Personalization

This chapter contains the following:

Springboard

How can I personalize the page entries on my home page?

You can personalize the home page content that you use to navigate in the application. Based on your requirements, you can show or hide the groups and page entries that appear on the home page for navigation. You can't personalize the content of the Navigator.

If your default home page layout is:

  • Panel or banner, click the Personalize Springboard icon on the home page, and select or deselect the groups and page entries that you want to show or hide on the springboard.

  • News feed, click the Personalize Springboard icon in the Apps section of the home page, and select or deselect the page entries that you want to show or hide in that section.

How can I reset the personalizations I made to page entries on my home page?

Use the reset option available on the page specified in the following list. If your default home page layout is:

  • Panel or banner, click Reset to Default on the Personalize Springboard page.

  • News feed, click Reset on the Apps page.

What happens if I reset the personalizations I made to page entries on my home page?

You return the visibility settings of the groups and page entries to their default values, which removes any changes to the settings.

Infolets

Personalize Infolets

Use infolets to aggregate key information for a specific area, for example, social networking or your personal profile. On the home page, to open infolets and view important information at a glance, you can:

  • Click an icon in the page control, if your default home page layout is panel or banner.

  • Click a tab in the Analytics section, if your default home page layout is news feed.

Note: If the infolet icons aren't available on the home page, administrators can enable infolets using the Home Configuration page of the Structure work area.

You can:

  • Edit infolet titles and views.

  • Move infolets.

  • Hide or show specific infolets on an infolet page.

Edit Infolet Titles and Views

Follow these steps:

  1. Click the Actions icon on the top right corner of the infolet, and select Edit Title and Views.

  2. Edit the infolet title, and enable or disable the infolet views.

  3. Click Save and Close.

Reorder Infolets

To change the position of an infolet within an Infolet page, follow these steps:

  1. Click the Infolet Repository icon, and select Reorder Infolets.

  2. In the Reorder Infolets dialog box, select the infolets, and use the arrows to reorder them.

    Tip: To select multiple infolets, press the Ctrl key, and then select them.
  3. Click Apply.

Hide or Show Infolets

To hide an infolet from an infolet page, click the Infolet Repository icon, and deselect the infolet from the list of infolets.

Tip: Alternatively, click the Actions icon on the top right corner of the infolet, and select Hide.

To show a hidden infolet on an infolet page, click the Infolet Repository icon, and select the infolet from the list of infolets.

Oracle Supply Chain Management (SCM) and Procurement Cloud infolets are visual, actionable, and personalized information cards summarizing critical data about specific objects. These infolet cards are combined in a SCM or Procurement home experience or work area home page to make key performance indicators easy to view, understand, and act upon.

You can do the following with infolet cards:

  • Flip or expand the card to view additional details about the object featured in the infolet card.

  • Drill down to more details by navigating to relevant manage pages from the infolet view.

  • Change the context of the card either at page level or at view level.

  • Hide infolet cards.

  • Reorder infolet cards.

Flip and Expand Card

Some infolet cards have a back view or an expanded view that provides additional information relevant to specific aspects of the object being featured in the infolet card. The back and expanded views of the infolet card display additional levels of detail and expose useful information relevant to the object. Based on how the infolets have been configured, you can then navigate to either the back view or the expanded view.

To see different views of the infolet card, do the following:

  • Click the Back View icon present on the infolet card to see the back view with additional information about the object.

    • To return to the front view, click the Front View icon present on the infolet card.

  • The expanded view is available from either the front view or the back view. Click the Expanded View icon to see useful information about the objects. Click the Front View or Back View icon to return to the view you started with.

Additional Pages

Click the number or an element like a segment on the pie chart of the infolet card to navigate to relevant manage pages with additional, in-context information. Drill down to view additional relevant information on related objects that will help you to act on the latest and critical data points. For example, suppose you have an infolet card that displays draft orders with errors. Each number or the segment of the graphical element represents the different error conditions such as pricing errors, processing constraint errors, and so on. Click the segment that represents draft orders in pricing errors to see the names and additional details of all the draft orders with pricing error.

Context Selector

To view different perspectives of the same data, use context selectors. Two types of context selectors are available: at the page level, and at the view level. Only some of the infolet cards have the view-level context selectors, while only some pages with infolet cards have page-level context selectors. Context selectors aren't present on all infolet cards and pages. If you change the context of the card on any view of the card, these changes may not necessarily reflect on the alternate views of the infolet card.

  • Each view of the infolet card may have a view-level context selector located after the title of the card. Select from the list of available contexts and the view is updated based on that context. The view-level context can be different on each view of the card.

    For example, you may have an infolet card that displays information about fulfilled orders for different time periods. Use the context selector to see information about orders that were fulfilled in the last three months.

  • The page-level context selector is available on a tool bar of the page. The page-level context selector is similar to the view-level context selector, except that all the cards on the page will display data as per the filters set in the page-level context list. Click the View By icon on the tool bar of the page. Select the contexts from the two available lists in the Page Context dialog box.

    Examples include updating all of the cards to show data only for the last week, or only for a particular business unit.

Hide Card

Click the Actions icon present on the infolet card, and select Hide. The selected card is hidden. You can also hide cards by clicking the My Infolets icon present on the page. A list of infolet cards is displayed. Deselect the check box of the infolet card that you want to hide.

Rearrange Cards

The infolet cards can be moved around and can be rearranged or re-ordered on the page in any way you want.