7Home Page and Navigation

This chapter contains the following:

You can configure the Navigator and springboard, as well as define settings for the home page and springboard using the Structure work area. To open this work area, from the Navigator menu, select Configuration > Structure. This work area has 2 tabs: Navigation Configuration and Home Configuration. Use the Navigation Configuration page to configure the Navigator and springboard. Use the Home Configuration page to configure the home page.

Some of the key configuration tasks that you can do using the Structure work area are:

  • Create, edit, and rename the Navigator menu items and springboard icons, which appear on the home page.

  • Create a duplicate version of an existing predefined page entry and edit the duplicate page entry to meet your specific requirements.

  • Change the visibility settings of the Navigator menu items and springboard icons, and reorder them.

  • Change the visibility settings of the icons for infolet pages in the page control, which appear on the home page.

  • Rename and reorder the icons for infolet pages in the page control.

Groups and Page Entries

To address needs specific to your organization, you can create or edit groups and page entries for the Navigator and springboard. For example, you may want to link page entries to web pages or external applications.

Groups and page entries are available on the springboard and navigator menu. 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 categorized in a group. Depending on the number of page entries that you have access to, the page entries can appear at the top level (not in any group folder) on the springboard. If you have only one page entry in a group, then that page entry icon appears at the top level on the springboard. However, such page entry icons appear in their respective groups on the Navigator menu.

While creating or editing a page entry or group, you can use the Springboard field to specify whether to display them on the springboard. So, not all page entries and groups may appear on the springboard. The Navigator menu may have more page entries and groups 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.

Navigator and Springboard Configuration

Use the Navigation Configuration page to configure the Navigator and springboard. You can do the following tasks on groups and page entries:

  • Create

  • Edit

  • Show or hide

  • Duplicate predefined page entries

  • Reorder

Home Page Configuration

Use the Home Configuration page to configure the icons for infolet pages in the page control on the home page. You can rename these icons, change their visibility settings, and reorder them.

Navigation

Use the Navigation Configuration page to create groups and page entries for configuring the Navigator and springboard.

You can do either of the following:

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

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

Before You Start

Following are the prerequisites:

  1. From the Navigator menu, select Configuration > Structure.

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

    Tip: If you're already in an active sandbox, then the Edit button doesn't appear in the Structure work area.
  3. If prompted, select a context layer to determine the scope of users that your changes affect.

After you complete your changes, you can preview and test the changes, and then publish the sandbox to make your changes available to users.

Create Groups and Page Entries

To create a group or a page entry:

  1. On the Navigation Configuration page, click Create, and select Create Group or Create Page Entry.

  2. Enter a name for the group or page entry.

  3. Search and select an icon for the group or page entry.

  4. If you're creating a page entry, select the group in which you want to place the new page entry.

  5. Select Yes, No, or EL Expression in the Show on Navigator field:

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

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

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

  6. If you have selected EL Expression for the Show on Navigator field, click the Edit icon next to the Show on Navigator list, enter a value or expression, and click Validate to make sure that the validation result is True. Don't include spaces or double quotes in the EL expression.

  7. For a page entry, if you have set the Show on Navigator field to Yes or EL Expression, set the Show on 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 Show on Navigator field. Then, even on setting the Show on 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.

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

  9. Select Yes or No in the Mobile Enabled field to specify whether the page entry will be available for mobile devices when the home page layout is set to News Feed. This setting isn't applicable for the panel or banner layouts.

  10. 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.

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

  12. Click Save and Close.

  13. Verify that the new group or page entry that you created appears on the Navigator menu in the sandbox, and then publish the sandbox to make your changes available to users.

Configure Links for Page Entries

While creating a page entry or editing a page entry that was already created for the Navigator and springboard, 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. Tokens contain identity and security information about users, and can be used to authenticate them without additional authentication requirements, for example, user name and password.

Link to Application Pages

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

  1. Select the Application Page link type.

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

  3. Select the name of the web application.

    You had entered this application name while creating this third-party application using the Setup and Maintenance work area.

  4. For 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 group on the springboard or Navigator, the parameter might be set to status=Open. Whereas, if you're opening the page from another group, the parameter might be set to status=Closed.

Tip: 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. On the Navigation Configuration page, open the existing page to view the details, such as Focus View ID, Web Application, and Secured Resource Name. Then, fill in the fields for the new page entry on the Create Page Entry or Edit Page Entry page.

Link to Dynamic URLs

You can link a page entry to an external website 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 registration. This change affects all page entries that contain dynamic links pointing to that web application.

For example, suppose you want 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 registration. This change affects all page entries that contain dynamic links pointing to the web application.

As a prerequisite, use the Manage Third-Party Applications task to register the web application. The application details that you enter using this setup task will be used while configuring dynamic URL links for page entries.

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, suppose you want to link to a complete URL: http://example:9011/myApp/faces/Page1.

    Then you can do the following:

    • From the Web Application list, select myApp. This list displays the application names that were added using the Manage Third-Party Applications task. Once you select the application name, the full URL that was added for this application in the setup task (for example, http://example:9011/myApp/) is automatically used as the start of the dynamic URL.

    • Enter the destination for the web application, for example, /faces/Page1. This value is appended to the full URL.

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.

Link to Static URLs

You can link a page entry to an external website 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. Enter the URL destination. The URL must start with http:// or https://.

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

Link 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. An HTTPS protocol is required to access the application.

  5. Enter the name of the secure token. All secure tokens have a predefined lifetime, and they expire after that duration. So, users must 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 modified access, a partner can directly perform an action or display information to the specific user without any additional authentication.

Edit and Reorder Groups and Page Entries for Navigation

Use the Navigation Configuration page to edit and reorder the existing groups and page entries.

You can make limited changes in certain page entries and groups.

  • Structure page entry: You can only rename it and determine whether to show it on the springboard.

  • Configuration and Tools groups: You can only rename these groups.

Before You Start

Following are the prerequisites:

  1. From the Navigator menu, select Configuration > Structure.

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

    Tip: If you're already in an active sandbox, then the Edit button doesn't appear in the Structure work area.
  3. If prompted, select a context layer to determine the scope of users that your changes affect.

After you complete your changes, you can preview and test the changes, and then publish the sandbox to make your changes available to users.

Edit Groups and Page Entries

Follow these steps:

  1. On the Navigation Configuration page, click the name link for the group or page entry.

    Tip: You can use the search panel on the Navigation Configuration page to find the group or page entry you want to edit.
  2. On the Edit Page Entry page or the Edit Group page, make the required changes.

  3. Click Save and Close.

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

  • Rename a group or page entry.

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

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

  • For a page entry, change the group in which the page entry is placed.

  • Change the Show on Navigator property for the group or page entry.

  • Change the Show on Springboard property for the page entry.

  • Change the Mobile Enabled property for the page entry.

  • For an administrator-defined page entry, change the settings for link configuration.

  • Delete page entries that were created using the Navigation Configuration page.

  • For a predefined page entry, use Create Duplicate on the Edit Page Entry page to create a duplicate page entry. You can then edit the duplicate page entry as you want, for example, you can place the duplicate page entry in a different group or at the top level.

  • For groups with associated quick actions, use the Quick Actions tab to create more quick actions or make changes to the existing ones, such as rename, show or hide, and reorder them.

Edit Page Entries with Tabs

Some pages (for example, Security Console) have tabs. Each tab is a task flow. To edit tabs, click the Tabs tab on the Edit Page Entry page. You can make the following changes:

  • 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

Edit Page Entries with Panel Tabs

Some pages have panel tabs. To edit panel tabs, click the Panel Tabs tab on the Edit Page Entry page. You can make the following changes:

  • Click the panel tab name to rename it.

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

  • Click the Visible field for the panel 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 panel tabs within the page.

Reorder Groups and Page Entries

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

After completing your changes, verify and test the changes in the sandbox, and then publish the sandbox to make your changes available to users.

You can use EL expressions to configure navigation in the application such as, to show or hide the navigator menu items, and the icons for infolet pages in the page control on the home page. This scenario shows how you might use EL expressions.

EL Expressions for Configuring the Navigator Menu Items

Use EL expressions to specify whether a group or page entry should appear on the Navigator and springboard. The evaluation of the EL expression decides whether the menu items are displayed for a user.

This table shows examples of how you can use EL Expressions to show or hide groups and page entries from the Navigator menu or springboard for specific users.

Who can see the group 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'])}

Only users having access to specific resources, for example, the Social work area

#{securityContext.userGrantedResource['resourceType=FNDResourceType;resourceName=FND_Launch_Social_Menu;action=launch']}

Here are a few things to keep in mind when you use EL expressions.

  • Use an EL expression that can be evaluated from any page because the Navigator menu is used on all pages. So, don't use product-specific EL expressions.

  • Don't include spaces or double quotes in EL expressions.

  • Don't copy EL expressions from a word document and paste directly in the expression editor. Doing so might introduce hidden characters in your EL expression, causing formatting issues and unexpected action. Instead, use a text editor or manually type the EL expression in the editor.

Set the Availability Duration of Your Third-Party Application

Let's say you integrate a registered third-party application in your Oracle Cloud Application. You want to secure this third-party application and make it available for users only for a specific duration. For that, you can set the validity duration using the Token Relay Validity Duration profile option and secure your application using JSON Web Token (JWT). Based on the value of this profile option, your third-party application will be available to users for a specific duration. After this duration, users must refresh the page to view it again. Remember that the minimum availability duration is six minutes. So for example, even if you set the availability duration as two minutes (120 seconds), your third-party application will be actually available to users for six minutes.

Before you start, make sure that you have activated a sandbox.

Set the Validity Duration

  1. In the Setup and Maintenance work area, go to the Manage Administrator Profile Values task in the Application Extensions functional area.

  2. Search for the Token Relay Validity Duration (FND_TOKEN_VALIDITY_DURATION) profile option.

  3. In the FND_TOKEN_VALIDITY_DURATION: Profile Values section, click the New icon.

  4. From the Profile Level list, select Site.

  5. In the Profile Value field, enter the time in seconds.

  6. Click Save and Close.

Secure Your Third-Party Application

  1. Click Navigator > Configuration > Structure.

  2. Select the page entry that links to the third-party application you want to secure.

  3. From the Link Type list, select Static URL.

  4. Select the Secure Destination check box.

  5. Select the name of your application.

  6. Enter the destination for the application. An HTTPS protocol is required to access the application.

  7. In the Secure Token Name field, enter the name of the parameter (for example, jwt) that supports using the secure token.

  8. Click Save and Close.

FAQs for Navigation

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

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

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

  • Move the Structure page entry to a different group or to the top level. The default group is Configuration, so the Structure page entry always appear in the Configuration group.

How can I display the missing springboard icons and Navigator menu items for the users?

Try these solutions:

  • If the user can see the group or page entry in the Navigator, but not on the springboard, then enable the offering associated with the group or page entry.

  • If the user can't see the group or page entry in both the springboard and the Navigator, then assign the required security privileges to the user.

  • Check whether the group or page entry is hidden from the springboard or Navigator using the Structure work area. Use this work area to view the visibility settings of the group or page entry, and if it is hidden, change these settings to display it.

Home Page

Configure Home Page Navigation

Use the Home Configuration page to configure the icons for infolet pages or other configurable pages in the page control on the home page.

Before You Start

Following are the prerequisites:

  1. From the Navigator menu, select Configuration > Structure.

  2. Click the Home Configuration tab.

  3. Activate a sandbox. If you're not in an active sandbox, click Edit in the Structure work area. You're prompted to activate a sandbox.

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

If prompted, select a context layer to determine the scope of users that your changes affect. After you complete your changes, you can preview and test the changes, and then publish the sandbox to make your changes available to users.

Define Settings

You can rename icons for infolet pages and other configurable pages in the page control, change their visibility settings, and reorder them. On the Home Configuration page, you can:

  • Click the infolet name or any other configurable page name to rename it.

  • Click the Visible field for an infolet or any other configurable page to change its visibility setting. You can show or hide the icon for these pages in the page control on the home page. You can select one of the following options:

    • Yes: The icon appears in the page control.

    • No: The icon doesn't appear in the page control.

    • EL expression: The evaluation of the EL expression decides whether the icon appears in the page control.

  • Click the Default View field for an available configurable page to specify whether the page should be set as the default home view. You can select one of the following options:

    • Yes: The page is set as the default home view.

    • No: The page isn't set as the default home view.

    • EL expression: The evaluation of the EL expression decides whether the page is set as the default home view.

    Note: Only specific configurable pages, such as Quick Actions, are available for you to set as the default home view. When you click the Default View field for such pages, you get the options to select Yes, No, or EL Expression. These options aren't available for other pages that you can't set as the default home view.
  • Use the Move Up and Move Down icons to adjust the relative positions of the icons for the infolet pages or other configurable pages in the page control on the home page.

You can use profile options to define settings for the filmstrip, which you can find above all pages:

  • To enable users to use the filmstrip, 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 filmstrip 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 when done, this profile option is set by default for subsequent sessions of that user.

Use the Appearance work area to first select your home page layout and then define its display settings. Use the Themes tab to select your default home page layout as panel, banner, or news feed. And then use the Home Page Display tab to define the display settings of your home page. Based on the home page layout you set using the Themes tab, the options available on the Home Page Display page may vary.

Let's see how to define the home page appearance. But before you start, activate a sandbox.

Define Home Page Layout

  1. Click Navigator > Configuration > Appearance.

  2. Click the Themes tab.

  3. From the Themes list, select a predefined or saved theme.

  4. From the Default Home Page Layout list, select Panel, Banner, or News Feed.

  5. Click Apply.

    If you selected a predefined theme, enter a theme name, and click OK to create another theme with your changes. If you selected a saved theme, your theme changes are directly applied to your application.

Define Display Settings for Home Page with Panel or Banner Layout

If you selected the panel or banner layout on the Themes page, follow these steps to configure the display of information in the various sections of your home page:

  1. Click the Home Page Display tab.

  2. Select one of these options to display on the home page:

    • Social: Displays social networking content, such as the number of followers.

    • Announcements: Displays employee announcements.

    • Cover image: Displays the image for the main panel or banner, which you specify on the Themes page.

    • None

  3. Specify whether to display the photo in the main panel or banner of the home page from the social network profile or from HCM.

  4. Click Apply.

Define Display Settings for Home Page with News Feed Layout

If you selected the news feed layout on the Themes page, follow these steps to configure the display of information in the various sections of your home page:

  1. Click the Home Page Display tab.

  2. In the Name column of the table, click any section name to rename it.

  3. Click the Visible field for a section to change its visibility setting. You can show or hide the section on the home page:

    • Yes: The section appears on the home page.

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

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

  4. In the Order column, use the Move Up and Move Down icons to adjust the relative positions of the sections on the home page.

  5. Click Apply.

You can create, edit, or delete company announcements. After you create an announcement, you can enable it to display on your home page.

Create an Announcement

  1. From the Navigator, select Tools > Announcements.

  2. Click Create.

  3. Specify the details, such as subject, start date, and end date.

  4. Select a category. If you select User-Defined, a text box appears, where you can provide additional details.

  5. Select any of these options:

    • Predefined: Select an image from the list.

    • File: Browse and select a file from your local computer.

    • URL: Enter a full URL for the image

    Note: Make sure your image size is 776x437 px or larger to avoid image distortion.
  6. Add the content in the text box. Add the content in the text box. You can format your text using the formatting options.

  7. Click Save and Close.

Your changes on the Announcements page apply immediately to all users, even if you saved your changes while a sandbox is active and not yet published.

Edit or Delete an Announcement

  1. From the Navigator, select Tools > Announcements.

  2. Select the announcement that you want to edit or delete.

  3. Edit the announcement details or click Delete.

Enable an Announcement on the Home Page

After you create or edit an announcement, you can determine whether to display the announcement on your home page.

  1. From the Navigator, select Configuration > Appearance.

  2. Click the Home Page Display tab.

  3. Based on your home page layout, use any of these options:

    • Panel or Banner: Select Announcements from the home panel options, and then click Apply.

    • News feed: Select Yes for News and Announcements, and then click Apply.

Your default home page layout also determines how the home page displays the announcement.

  • Panel or Banner: The home page displays only the announcement content, not the subject or image.

  • News feed: The home page displays the entire announcement along with the subject and image in the News and Announcements section.

FAQs for Home Page

Why can't my users see social networking content on the panel of the Home page?

That could be because of these settings in the Appearance and Structure work areas.

  • Home page display setting in the Appearance work area: Make sure you selected Social as the home page display option.

  • Visibility setting in the Structure work area: Make sure you set the Show on Navigator field for the Social page entry to Yes or add a valid EL expression. The evaluation of the EL expression determines whether social content is displayed for a user. To check that, validate the EL expression. If your validation result is True, the social content will display for your user.

Deep Links

You can use deep links to open pages without navigating through the menu structure. Deep links come in handy if you have internal corporate portals and you want users to go directly from there to Oracle Applications Cloud. For example, you can enable direct navigation to the My Team page. To see a complete list of the available deep links, use the Deep Links work area (Navigator > Tools > Deep Links). For access to this work area, you need to have the View Administration Link (FND_VIEW_ADMIN_LINK_PRIV) privilege.

Login and Security

You can simply copy a URL from the Deep Links page and paste it in your internal portals as is. You don't even need to know the URL format. If users then click your deep link URL from the internal portal, but aren't yet signed in to Oracle Applications Cloud, they're automatically redirected to the Sign In page.