3Page Modification

This chapter contains the following:

Overview of Page Modification

You can use Page Composer to change page content, layout, and more. Using other tools, you can create pages and change UI text, themes, infolets, and so on.

Let's look at some of the things that you can do using other tools:

  • Change the UI text using tools, such as User Interface Text.

  • Change the look and feel of the application using the Appearance page.

  • Open an infolet page and modify it using Page Composer.

  • Create and manage pages for hosting third-party applications using Page Integration page.

Note: You can't use Page Composer to configure your home page. Instead, you can use other tools such as, Structure and Appearance for home page configurations.

Overview of Using Page Composer

Guidelines for Page Modification

Before modifying pages, you must do these tasks:

  • Understand the typical workflows for working with application changes.

  • Verify that the page can be modified. To do so, you can check if either the Edit Pages or the Edit <Page Name> Pages menu item is available in the Settings and Actions menu. If no, then that means the page can't be modified.

  • Confirm that your privileges are sufficient for modifying the page.

  • Activate a sandbox.

Page Composer Views

You can use either Design view or Source view for viewing and changing page content and layout in Page Composer. To open a view option, select it from the View menu at the top left corner of the page. Although both views share many common page modification features, you can use some unique features in each view.

Design View

In Design view, you see one region that shows a WYSIWYG rendering of the page and its content. Work with components directly and access their properties from the toolbar in the chrome of the individual component.

Source View

In Source view, you see two regions:

  • Selection pane, showing a WYSIWYG rendering of the page and its content

  • Source pane, showing a hierarchical ordering of the page components, including some components that otherwise don't appear on the page. You can select and configure such components in Source view.

Tip: Controls on individual components are inactive in Source view, but you can click an individual component to select it.

In Source view, you can:

  • Click a component in the Selection pane to highlight the component in the hierarchical list. The cursor turns to a magnifier and a blue outline appears around the component selection. You can also traverse the hierarchy and select components directly.

  • Click Edit on the view header to work with components indirectly and access their properties. You can also right click the object in the hierarchy, and click Edit.

Page Component Properties

All components have configurable properties that control, or express their appearance and functionality. Many properties are common to all component types, while some properties are unique to one component type. Use the Component Properties dialog box to view the properties of a component. You can open this dialog box by selecting the component that you want to edit and clicking Edit Component. You can see properties of similar functions in tabs that name the category of the properties.

Note: Properties and tabs can vary from component to component.

Component Property Tabs

This table describes the tabs that you might see in a component properties dialog box.

Tab Description

Parameters

Settings that control component aspects that are specific, or often unique to the component.

For example, on a page containing a map, a component might have a parameter that provides a choice between units of measurement.

Display Options

Includes these settings that affect the chrome of a component:

  • Header, header text, and border

  • Actions menu

  • Edit, Remove, Expand, Collapse, and other icons

  • Tooltips

For example, display options on image layout components specify the image source URL and its optional link target.

Child Components

The list of all components contained within and under the control of the parent component, including controls to order the child components.

Style

Content Style

Settings that affect the look and feel of the component chrome or the component contents. For example, font, color, and dimension. These settings override corresponding values from a parent object, such as a component, page, and application, providing an opportunity to fine-tune appearance.

Some style properties might be disabled at the component level if other page or application elements (such as the skin) don't support modification to the property.

Events

Events and event handlers associated with all components on the current page.

For example, when you select a check box within the current context, it's an event. The code that drives the result of an event, such as making another component visible is an event handler.

Considerations for Modifying Objects That Appear on Multiple Pages

Use Page Composer to modify objects that appear on multiple pages. Whether your application changes affect one or more pages depends on the way you include the object on the page and the applications that you use.

Consider these points when you modify objects that appear on multiple pages.

Appearance of Object Modifications Based on Shared and Non-Shared Task Flows

The following table briefly describes the task flow scenarios when object modifications appear on one or more pages.

If the object is... Then the modifications...

Not part of a shared task flow

Don't appear on other pages

Part of a shared task flow

Do appear on all pages that include the shared task flow

Caution: When shared task flows include embedded logic that uses data from the page, the logic can override the application changes that you make in Page Composer.

Modify Page Content Using Page Composer

Modify Page Components Using Resource Catalog

Use the Resource Catalog to modify pages. This catalog provides a selection of task flows, portlets, and layout components. Open the Resource Catalog in Page Composer from either Design view or Source view.

Aspects of components pertinent to page modifications include:

  • Opening the Resource Catalog

  • Adding components

  • Hiding components manually

  • Hiding components programmatically

Before You Start

Activate a sandbox.

Open the Resource Catalog

In Design view:

  1. Open the page that you want to modify in Page Composer.

  2. From the existing components, select the one that you want to be the parent component.

    Tip: Alternatively, use the Add Box icons (Add Box Above, Add Box Below, Add Box Left, and Add Box Right) to insert a box component. Then select the component as the parent component.
  3. Click the Add Content button associated with the parent component.

    The Resource Catalog appears.

Add Components

In Design view:

  1. Open the Resource Catalog.

  2. In the Resource Catalog, find the component that you want to add.

  3. Click the Add icon associated with the component.

  4. Cut and paste, or drag and drop the component to place it.

In Source View:

  1. Select the container component in the selection pane.

  2. In the Source view toolbar, click Add Content.

  3. In the Resource Catalog, find the component you want to add.

  4. Click the Add icon associated with the component.

Note: If you added an HTML markup with references to an external CSS as your component, ensure that:
  • The CSS has Access-Control-Allow-Origin header in its server.

  • Your link tag has crossorigin attribute specified.

Hide Components Manually

Use the Show Component property to specify whether the component appears to users. By default, all components are visible. To manually hide a component, deselect Show Component on the Component Properties dialog box.

If the component is a child component, then deselecting the Show Component property hides only the child component.

If the component is a parent component, then deselecting the Show Component property of the parent component hides the parent and all child components it contains. So, when you hide a parent component, you automatically hide all child components.

You can do any of the following:

  • Hide a child component directly

  • Hide a child component from within the parent component

  • Hide a parent component and all child components

To hide a child component directly:

  1. Click the Edit icon in the header of the child component. This opens the Component Properties dialog box.

  2. Click the Display Options tab.

  3. Deselect Show Component.

  4. Click OK.

To hide a child component from within the parent component:

  1. Click the Edit icon on the containing box's toolbar.

  2. Click the Child Components tab.

  3. Deselect the box next to the component you want to hide.

  4. Click OK.

To hide a parent component and all child components:

  1. Click the Edit icon in the box header.

  2. Click the Display Options tab.

  3. Deselect Show Component.

  4. Click OK.

Hide Components Programmatically

You can add an Expression Language (EL) expression to a component that enables you to set a condition for hiding the component. For example, suppose you have two check boxes (1 and 2) on a page. You also have a button (B) that you want to be visible only if check box 2 is selected. To step through the logic, ask yourself questions such as the ones in the following table.

Question Answer Purpose of Question

What's the condition?

What action or event must happen?

Check box 2 is selected

Determines what the occurrence, or event, is.

Determines the component that triggers the event.

Determines what expression to write.

What happens when the condition is met?

What happens when the event happens?

Button "B" appears.

Show the component: Button B

(The implication is that button B is hidden until the event occurs.)

Determines the effect of the action.

What property determines whether a component is visible?

The Show Component property

Determines the property the code affects.

So the logic is: If 2 is checked, then the Show Component property of B is activated.

You place the expression on the component that receives the action.

Here's a sample code that you may add to the component.

#{if checkbox2.selected = true}

After you think through the logic and find the correct expression, add it to the property. You can add an expression using the expression builder for the Show Component property only on dashboard pages; not on work area pages. Also, only administrators can perform this task.

To open the EL Editor and add an expression to a property for a dashboard page:

  1. Click the Edit icon in the component header.

  2. Click the Display Options tab.

  3. Click the Edit icon next to the Show Component property, and select Expression Builder.

  4. Add an expression to check for an event or condition, and set the property. Based on the result, turn the property on or off.

To hide a parent component and all child components programmatically for a dashboard page:

  1. Click the Edit icon in the box header.

  2. Click the Display Options tab.

  3. Click the Edit icon next to the Show Component property, and select Expression Builder.

  4. Add an expression to check for an event or condition, and set the property. Based on the result, turn the property on or off.

Modify Pages

You can modify your user interface (UI) components by updating their properties. For example, you can change field labels, hide components, or make a check box required.

When you use Page composer, you always begin in Design view. You can use Design view to add content and make layout changes. But not in all pages. For these other pages, you must use Source view to make content and layout changes.

Note: Any changes you make apply only to the page that you're on. These changes also apply to all or specific groups of users. But that depends on the context layer you choose when you make your changes.

Before You Start

Activate a sandbox.

Modify UI Components

  1. Click your user image or name in the global header and select Edit Pages.

  2. Select the context layer in which you want to make your changes. For instance, you could make changes for only specific job roles.

    Note: When you modify a UI component for a specific job role, that job role must be assigned to you for you to test the application change in the sandbox. Your security administrator can either assign the job role to you directly, or make the job role self-requestable for you to add it yourself from the resource directory.
  3. By default, you start in the Design view, which lets you navigate to the component you want to modify.

    To use Source view, you must select Source from the View menu. This menu isn't displayed by default. To display the View menu, set the Source View for Page Composer Enabled profile option (FND_PAGE_COMPOSER_SOURCE_VIEW) to Yes.

  4. When you have found your UI component, click the Select button on top of the page.

  5. Hover over the UI component until a border appears around it, and then click it.

  6. Select Edit Component.

  7. Update the component's properties to make your changes.

    Each component has its own set of properties, which may include some of the properties in this table. In Design view, you only get the main properties. To get all properties, you have to use Source view.

    Property Description

    Description

    Text used by screen readers, for information in addition to what is provided in the Short Desc property.

    Label

    Display text for the component, for example, the field prompt or the single prompt for a group of check boxes.

    Read only

    Whether users can edit the component, for example, if a check box can be selected or not.

    Rendered

    Whether the component is visible or hidden to users on the page.

    Required

    Whether users must enter something for the component before saving the page.

    Short Desc

    Text that appears when users hover or focus on the component, for example, hover over a field label or click in the text box.

    Show Component

    Whether the component is visible or hidden to users.

    Show Required

    Whether an asterisk is displayed to indicate that the component is required.

  8. If you want to modify more components, click Add Content to return to Design view. You can now repeat steps 4 to 7 to modify more components.

  9. Click Close to save.

    If available, click Save and Label instead to also label your changes. If you do this, you can revert to this configuration at any point in the future. Labels are saved with a prefix of composer_. For example, if you enter myLabel, then the label is composer_myLabel.

Modify Tabs on Pages

This example demonstrates how to modify tabs on pages using Page Composer.

The following table summarizes the key decisions for this scenario.

Decisions to Consider In this Example

Who do you want to make the changes for?

All users

What changes are you going to make?

Hide the Incentive Management tab and the Projects tab from the Worklist: Notifications and Approvals page

Before You Start

Activate a sandbox.

Modify Tabs

Do the following:
  1. From the Navigator menu, select Tools > Worklist.

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

  3. Select Site layer as the context layer, which affects all users.

  4. In the View menu at the top of the page, make sure that the Design view is selected, which lets you navigate to the component you want to modify.

  5. Click the Select tab.

  6. Hover over any tab on the page, and click when the cursor turns to a magnifier and a blue outline appears around the tab.

  7. Select Edit Parent Component.

  8. In the Component Properties dialog box, click the Children tab.

  9. Deselect Incentive Compensation and Projects to hide these tabs from the page.

  10. Click OK.

  11. Close Page Composer.

Change Page Layout

You can configure a page layout to define the number, placement, and orientation of content regions on your pages. Ordinarily, you set the layout style while creating a page. But for some layouts, you can change the layout style even after adding content to the page.

Note: You can't change the page layout for all pages.

Prerequisites

Activate a sandbox.

Change Page Layout

  1. Open the page you want to edit.

  2. Click your user name or image and select Edit Pages to open Page Composer.

  3. From the View menu, select Design.

  4. Click Change Layout.

  5. Select the new layout.

Modify Dialog Box Content

Use Page Composer and work in source view to modify the content in your dialog boxes.

Before You Start

Activate a sandbox.

Modify Dialog Boxes

To modify dialog box content:

  1. Open the page where the dialog box appears, and then open Page Composer.

  2. From the View menu, select Source. You must be in Source view to modify dialog box content.

  3. Select the button that opens the dialog box.

  4. Click Edit to open the Component Properties dialog box.

  5. Click the Child Components tab.

  6. Edit the dialog box content.

  7. Click Apply to save your changes, then OK to save your changes and close the Component Properties dialog box.

Make Application Changes Visible Based on User Roles

This example demonstrates how you can make application changes visible to a specific user role.

To control page components conditionally based on user role:

  • Create security privileges

  • Add an Expression Language expression to the component property that you want to control

The following table summarizes the key decisions for this scenario.

Decisions to Consider In This Example

What's the page object you're securing?

Reports link

To which user role you want to make the changes visible?

Hiring managers, Sherry Callaway and Terrance Whitaker

Tip: Create a role just for testing application changes. Call it DEVCUST_TEST_ROLE. When you're sure that the application change works, change the security to the appropriate role.

Which expression to add for verifying whether a user has the appropriate privilege?

#{securityContext.userGrantedPermission['MANAGER_REPORTS_LINK_PRIV']}

As a prerequisite, activate a sandbox.

Make Application Changes Visible to a User Role

Follow these steps:

  1. Create a privilege.

  2. Add the 'MANAGER_REPORTS_LINK_PRIV' object to 'DEVCUST_TEST_ROLE'.

  3. Assign DEVCUST_TEST_ROLE to Terrance and Sherry.

    Note: Make sure that Terrance and Sherry have access to the page before you make any changes.

  4. Open the page, having the Reports link that you want to modify, in Page Composer, and select the Reports link component.

  5. Click the Edit icon. This opens the Component Properties dialog box.

  6. Click the Display Options tab.

  7. Click the Edit icon next to the Show Component property, and select Expression Builder....

  8. Add an expression to verify whether the user has the appropriate privilege. Use this sample code: #{securityContext.userGrantedPermission['MANAGER_REPORTS_LINK_PRIV']}

  9. Save the property changes, and close Page Composer.

    After you change the show component property, whenever users open this page, the application evaluates the expression. Since Sherry and Terrance have the privilege, the Show Component property evaluates to be selected. Hence, Sherry and Terrance can see the Reports link while all other users can't.

FAQs for Page Content Configuration

How can I move page components?

To move page components using Page Composer:

  • In Design view, drag and drop the component

  • In Source view, do any of the following:

    • Cut and paste the component

    • Drag and drop the component

    • Open the Component Properties for the container component and rearrange the components on the Child Components tab

How can I delete components from a page?

Click the Delete icon in the component header in Page Composer.

Caution:
  • Delete a component only if you're certain that no other components or processes depend on that component. If you're unsure whether any dependencies exist, then hide the component instead of deleting it.

  • If you delete a parent component, you delete all the child components automatically.

What happens if my configurations make the page inaccessible?

If your configurations make a page inaccessible, log a service request using My Oracle Support at https://support.oracle.com.

How can I reset a page or task flow to a previously saved version?

To reset a page to a previously saved version or the original ready-to-use state, click Reset Page in Page Composer (Design or Source view).

To reset a task flow to a previously saved version or the original ready-to-use state, click Reset Task Flow in Page Composer (Source view only) while you have the task flow open.

Configure the Global Page Template

The global page template provides a common header area and the footer panel for all pages in your application. You can use Page Composer to configure the global page template. To open the global page template in Page Composer, click your user image or name in the global header, and select Edit Global Page Template from the Administration menu.

You can make the following changes to the global page template:

  • Add components

  • Edit components

    Example: Add expression language to hide the tags link

  • Delete components

    Example: Remove the tags link

Tip: When you move your cursor over the global page template, the areas that you can edit display a blue outline.

Adding Components to the Global Page Template

To add components to the global page template:

  1. Open the global page template in Page Composer.

  2. Select the portion of the global header to which you want to add a component, and click Add Content.

  3. In the component catalog, select Components to display the list of available components.

  4. Click the Add button associated with the component you want to add.

    The component appears in the global header.

  5. Change component properties, as appropriate. For example, if you added the Text component, enter the text that you want to display.

    Note: If you added an HTML markup with references to an external CSS as your component, ensure that:
    • The CSS has Access-Control-Allow-Origin header in its server.

    • Your link tag has crossorigin attribute specified.

  6. After completing your changes, click Close. When prompted, click Save to save your changes.

Editing Components in the Global Page Template

To edit components in the global page template:

  1. Open the global page template in Page Composer.

  2. Select the component that you want to edit.

  3. Click Edit.

  4. Edit the component properties, and click OK to save your changes.

  5. After completing your changes, click Close. When prompted, click Save to save your changes.

Deleting Components from the Global Page Template

To delete components from the global page template:

  1. Open the global page template in Page Composer.

  2. Select the component that you want to delete.

    When you move your cursor over the global page template, the areas that you can edit display a blue outline.

  3. Click Delete. When prompted, click Delete to delete the component.

  4. After completing your changes, click Close. When prompted, click Save to save your changes.

For information about making skin modifications, such as selecting a different color palette, see the Oracle Fusion Applications Extensibility Guide for Developers.

Saved Search Management

Make Saved Searches Available to All Users

Use Page Composer at the site layer to create and edit saved searches, and make them available for all users. Create and edit saved searches using Page Composer at the site layer. Users can run these saved searches again later to use the same search criteria and other settings. You must create or edit saved searches only at the site layer to make them available for all users.

Create and Edit Saved Searches for All Users

Follow these steps:

  1. Activate a sandbox.

  2. On the search page that has a Save button, click your user image or name in the global header, and select Edit <Page Name> Pages in the Settings and Actions menu.

  3. If prompted to select a context layer, select the site layer to open the search page in Page Composer.

  4. From the View menu, select Design.

  5. Create and edit saved searches.

    Note: The steps for creating and editing saved searches are the same regardless of whether you're working on saved searches for yourself or for all users.
  6. Save your changes and close Page Composer.

  7. After testing your changes, publish the sandbox to make your changes available to all users.

Save Searches with Multiple Criteria

On many pages, you can run a search with multiple search criteria to find specific business objects. Some of these searches have a Saved Search list, as well as a Save button after the search criteria. A saved search captures search criteria and other settings so that you can easily run the same search again later. Aside from using any predefined saved searches, you can create and edit them for your own use. If you have the appropriate roles, you can also create and edit saved searches for other users using Page Composer.

The following figure shows an example of a search with multiple search criteria fields and a Save button. For each field, you can select an operator and enter search terms. You can also select from the Saved Search list to use an existing saved search.

Example of a search on the page with multiple search
criteria

Create Saved Searches

Follow these steps:

  1. Go to a search that has a Save button.

  2. Optionally add or reorder fields, if available.

  3. Enter your search criteria values, and, click the Save button.

  4. Name your saved search and define its settings:

    • Set as Default: The saved search is automatically selected whenever you open this page.

    • Run Automatically (if available): The saved search runs on this page as soon as you select it from the list of saved searches.

    If you select both options, then the saved search automatically runs whenever you open this page.

  5. Close the dialog box.

Your saved search can be limited to the current page, or in some cases available in other searches for the same object.

Change the Search Criteria in Saved Searches

Follow these steps:

  1. Select the saved search if it's not selected already.

  2. Set your search criteria, including any additional fields.

  3. Click the Save button.

  4. If the saved search is one that you created, save without changing the name.

    If it's predefined, then you can't overwrite it, so you create a new saved search with a unique name.

Change Settings or Rename and Delete Saved Searches

Follow these steps:

  1. Go to a search that has a Save button.

  2. Select Personalize from the Saved Search list.

  3. In the Personalize Saved Searches dialog box, select a saved search.

  4. Change any of the settings, where available.

    • Set as Default: The saved search is automatically selected whenever you open this page.

    • Run Automatically: The saved search runs on this page as soon as you select it from the list of saved searches.

    • Show in Search List: The saved search is available for you to select and run on this page.

      • You can still find hidden saved searches in the Personalize Saved Searches dialog box.

      • You can't change this setting if the saved search is currently selected on your page.

    Note: Some settings can't be changed for predefined saved searches. What you do change applies only to you, unless you're editing the saved search within Page Composer.
  5. If you selected a saved search that you created, then you can rename or delete it. You can't do so for predefined saved searches.

  6. Save your changes and close the dialog box.

Save Keyword Searches with Filters

One type of search you might find on the page is a keyword search with filters. Some of these searches have predefined saved searches, and you can also create and edit saved searches for your own use. A saved search captures entered search terms, filters, and other settings so that you can easily run the same search again later. If you have the appropriate roles, you can also create and edit saved searches for other users using Page Composer.

Create and Edit Saved Searches

Follow these steps:

  1. Enter search terms in the search field, and click Search, or select a saved search in the autosuggest.

  2. Click the Show Filters link if filters are currently hidden.

  3. Optionally organize filters as follows, depending on what's available to you:

    • Use the Add or Reorder buttons.

    • Click the Personalize icon to show, hide, or reorder filters, and click OK.

  4. Set filter values or select filters, and click the Save button.

  5. Name your saved search.

    • To create a saved search, enter a new, unique name.

    • To update an existing saved search that you created, save with the original name.

    You can't overwrite predefined saved searches by using their names, but you can create a copy with a unique name.

  6. Click Set as Default if you want the saved search to be automatically selected whenever you open this page.

  7. Click OK.

Your saved search can be limited to the current page, or in some cases available in other searches for the same object.

Change Settings or Rename and Delete Saved Searches

Follow these steps:

  1. Click the Show Filters link if filters are currently hidden.

  2. Select Manage from the Saved Search list.

  3. Define settings for any saved search, predefined or user-defined, in the Manage Saved Searches dialog box:

    • Default: The saved search is automatically selected whenever you open this page.

    • Show in Saved Search List: The saved search is available for you to select and run on this page. You can still find hidden saved searches in the Manage Saved Searches dialog box.

    Note: Changes you make to predefined saved searches apply only to you, unless you're editing the saved search within Page Composer.
  4. The Active setting identifies the saved search that's currently selected on the page. You can designate a different active saved search to have that saved search automatically selected as soon as you click OK in this dialog box.

  5. For user-defined saved searches only, you can also rename or delete the saved search.

  6. Click OK.

Infolet Management

You can configure infolets that aggregate key information for a specific area, for example, social networking or personal profile. Your users use the page control icons on the home page with the panel or banner layout to open the infolets. Or, if it's a home page with news feed layout, they use the infolets tabs in the Analytics section.

If your users don't find infolet icons on the home page, you can enable them by clicking the Home Configuration tab in the Structure work area. Let's look at some tasks you can do to configure infolets.

  • Create infolets.

  • Add content to infolets. For example, you can add a task flow or a performance tile report, and if an infolet contains a performance tile report, then you can add a link to a detailed report in the same infolet.

    Note: In the context of infolets, report can mean analysis.
  • Edit infolets. For example, edit infolet content and add, change, or remove link to detailed report.

  • Delete infolets.

Use infolet pages to create infolets. For some product-specific infolet pages, you can't create infolets.

  1. Activate a sandbox.

  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. Select a context layer. The infolet page opens in Page Composer.

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

    Note: If you can't find the Create Infolet menu item, it means you can't create infolets for this page.
  6. 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.

  7. Click Save and Close.

  8. Add content to the infolet views and link a detailed report to the infolet.

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

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

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

Manage Infolets

On the infolet page, use the options available on each infolet to manage it. You can add and edit infolet content and delete infolets. You can't add a business intelligence dashboard to an infolet because a dashboard report is generally bigger than an infolet.

Before You Start

You must open the infolet page in Page Composer.

  1. Activate a sandbox.

  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. Select a context layer. The infolet page opens in Page Composer.

Note: After you're done making changes, click Close to leave Page Composer, test your changes, and publish the sandbox.

Add Content to Infolets

You can add content to the infolet's front, back, or expanded view.

  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.

Edit Infolet Content

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

    Note: To edit the infolet content of the back or expanded view, open the view and use the Actions icon on that view.
  2. Click Add Content to replace the existing content of the infolet.

  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.

Edit Title and Views

To edit title and views of an infolet, click the Actions icon on the top right corner of the infolet, and select Edit Title and Views.

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.

Add Links to Detailed Reports

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.

Edit or Remove Detailed Report

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

  2. On the Detailed Report page, you can edit or remove the detailed report.

    • To edit, click Edit Report and make changes to the detailed report.

    • To remove, click Remove Report.

  3. Click Done.

Delete Infolets

To delete an infolet, click the Actions icon on the top right corner of the infolet, and select Delete.

Caution: You can't easily retrieve an infolet once you delete it. But if you have accidentally deleted any infolet, don't worry. Contact My Oracle Support at https://support.oracle.com.

Edit Infolet Visibility

You can show or hide an infolet on the infolet page. To edit the visibility settings of an infolet, follow these steps:

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

  2. Select one of these options:

    • Yes: The infolet appears on the infolet page.

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

    • EL expression: The evaluation of the EL expression decides whether the infolet appears on the infolet page.

FAQs for Infolet Management

Why is the icon for my infolet page not available in the page control on the home page?

The icon for your infolet page may be hidden. Change the visibility setting of the icon using the Home Configuration page of the Structure work area. To open this page, select Configuration > Structure from the Navigator menu, and then click the Home Configuration tab.

How can I rename an icon for an infolet page in the page control on the home page?

You can rename an icon for an infolet page using the Home Configuration page of the Structure work area. To open this page, select Configuration > Structure from the Navigator menu, and then click the Home Configuration tab.

What's the difference between a performance tile report and a detailed report added to the infolets content?

Performance tile report shows data in the small infolet format. When you add a performance tile report to an infolet, users can see only the summary information about the subject matter. But this report doesn't provide detailed information.

To provide detailed information about the subject matter on the same infolet, add a link to a detailed report. Users can click this link to gather more information.

Configure Infotiles on a Page

You can use Page Composer to decide how your infotiles appear on your page. You can show, hide, or reorder them any way you like.

  1. Activate a sandbox.

  2. Go to the page with your infotiles.

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

  4. Click the Configure Layout icon.

  5. Make changes to your page.

    • Select the infotiles you want to show on your page, and deselect the ones you want to hide.

    • Hover over the infotile you want to reorder, and click Move Up or Move Down.

  6. Click OK.

  7. Click Close.

  8. Test your changes and publish your sandbox.

New Page Creation

Create Pages for Hosting Third Party Applications

Use the Page Integration pages to create pages for hosting third party applications to address needs specific to your organization. All these new pages are grouped in a single group on the Navigator menu and springboard.

Prerequisites

Activate a sandbox.

Creating the First Page

Follow these steps:

  1. From the Navigator menu, select Configuration > Page Integration.

  2. Click New Page.

  3. On the Create Page page, enter a page name.

  4. In the Category Name field, enter a name for the group to place your page in.

    Note: You can move your new pages to other groups later using the Structure page.
  5. Search and select an icon for the page.

  6. From the list of application roles, select the role to whom you want to grant access to the page. This list contains only custom roles because you can't modify predefined roles.

  7. In the Web Page field:

    • Enter the application URL that you want to host on this page.

    • Alternatively, you can create a secure web page URL:

      1. Click the Create Secure Web Page URL icon.

      2. Select the name of the web application.

      3. Enter the destination for the web application.

      4. Enter a secure token name.

      5. Save and close the Create Secure Web Page URL dialog box.

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

  8. Click Save and Close.

    New pages are secure. Your security administrator must assign the privileges shown on the Page Integration Overview page to users such that they can access these pages.

If you have only one page in a group, then that page icon appears at the top level (not in any group) on the springboard. However, such page icons appear in their respective categories on the Navigator menu.

Creating Subsequent Pages

After creating the first page, follow these steps to create more pages:

  1. On the Page Integration Wizard: New Pages page, click New Page.

  2. Enter a page name.

  3. Follow steps 5 to 7 in the procedure for creating the first page.

  4. Click Save and Close.

After you have created the first page, all subsequent pages are added in the same group as that of the first page, by default.

Manage Pages Hosting Third Party Applications

After creating pages for hosting third party applications, manage them using the options available on the Page Integration Wizard: New Pages page and the Page Integration Wizard: Existing Pages page.

You can do the following actions:

  • Edit page settings.

  • Add tabs to new and existing pages.

  • Edit page tabs.

  • Rename Categories.

  • Navigate to pages.

Prerequisites

Activate a sandbox.

Editing Page Settings

Follow these steps:

  1. On the Page Integration Wizard: New Pages page, click the name link for the page that you want to edit.

  2. On the Edit Page page, make the required changes.

  3. Click Save and Close.

You can make the following changes to a page:

  • Change the icon for the page.

  • Change the web page URL that you want to host on this page.

  • Add tabs to the page.

  • Delete the page.

    Note: If a page has additional tabs, apart from the one created by default with the page, then you can delete the page only after deleting its tabs.
  • Edit the page tabs.

Adding Tabs to New and Existing Pages

When you create a page, a page tab is created by default. You can then add more tabs to your new and existing pages, as required.

To add tabs to new pages, follow these steps:

  1. On the Page Integration Wizard: New Pages page, click the name link for the page containing the tab that you want to edit.

  2. On the Edit Page page, click Add Tab.

  3. On the Create Tab page, enter a tab name.

  4. Search and select an icon for the page.

  5. From the list of application roles, select the role to whom you want to grant access to the page. This list contains only custom roles because you can't modify predefined roles.

  6. In the Web Page field:

    • Enter the application URL that you want to host on this page.

    • Alternatively, you can create a secure web page URL:

      1. Click the Create Secure Web Page URL icon.

      2. Select the name of the web application.

      3. Enter the destination for the web application.

      4. Enter a secure token name.

      5. Save and close the Create Secure Web Page URL dialog box.

  7. Click Save and Close.

To add tabs to existing pages, follow these steps:

  1. Click the Page Integration Wizard: Existing Pages icon on the left region of the Page Integration Wizard: New Pages page.

  2. Click Add Tab to Existing Page.

  3. In the Select Page dialog box, select a page to add a new tab to.

  4. Follow steps 2 to 7 in the procedure for adding tabs to new pages.

Editing Page Tabs

To edit page tabs, follow these steps:

  1. On the Page Integration Wizard: New Pages page, click the name link for the page containing the tab that you want to edit.

  2. On the Edit Page page, click the name link for the page tab that you want to edit.

  3. On the Edit Tab page, make the required changes.

  4. Click Save and Close.

You can make the following changes to a page tab:

  • Change the icon for the page.

  • Change the web page URL that you want to host on this page tab.

  • Delete the page tab.

Renaming Categories

All pages that you create using the Page Integration Wizard: New Pages page are grouped in a single category. To rename the category for all pages, click Rename Category on the Page Integration Wizard: New Pages page.

Navigating to Pages

On the Page Integration Wizard: New Pages page, click the icon for the page that you want to navigate to, and view its content.