Adding Cards

The icons you see on the Home page represent cards. Cards are specific to each functional area of the business process. Each card navigates users to the corresponding area, where other information is displayed as one or more tabbed pages. You can create single page or multiple page (tabular) cards.

To ensure an optimal user experience, review the navigation flow design best practices. See Navigation Flow Design Best Practices and Naming Considerations.

You can also group cards into clusters. See Grouping Cards into Clusters.

To add cards to a navigation flow:

1. Open the Navigation Flow page and click the name of the navigation flow you want to edit. See Viewing and Working with Navigation Flows.
2. To add an existing card to the navigation flow, right-click a card or cluster in the list or click (Actions), click Add Existing Card/Cluster, and then select a card. If there is an existing card you want to add from another environment, right-click a card or cluster in the list or click (Actions), click Add Existing Card/Cluster, select the target environment under My Connections, and then choose the card you want to add to your navigation flow.

   Note:

   • Cards can't be directly selected from Narrative Reporting and Profitability and Cost Management using the Add Existing Card/Cluster option.

   • Cards that are added from another navigation flow or from another environment will display the localized labels that were defined in the source navigation flow. To update the card labels in your navigation flow, on the Home page, click Tools, and then click Artifact Labels.

     See Specifying Artifact Labels.

   • A reference card is a card that is already referenced from another navigation flow. References to already referenced cards are not supported in navigation flows and will not be available for selection in the Object Library when adding an existing card; for example:

     • A card referring to a remote artifact or remote tab will not be available from the Object Library when adding an existing card.

     • A card referring to a tab from another navigation flow will not be available from the Object Library when adding an existing card.

   A card is added to the list as a sibling under the card or cluster that is currently selected. To add a card to a cluster, see Grouping Cards into Clusters.

   Note:

   Cards that are added without first selecting a card or cluster are added to the end of the list.

3. To add a new card to the navigation flow, right-click a node in the list or click (Actions), click Add Card, and then select details for the new card:

   Table 8-1 New Card Details

   Label	Description
   Name	Enter a label for the card. Ensure that you adhere to the naming restrictions outlined in Navigation Flow Design Best Practices and Naming Considerations.
   Visible	Select whether the card is visible to users on the Home page.
   Cluster	If clusters exist, select a cluster for the card or select None.
   Icon	Select the graphic that will be displayed for the card you're creating. Choose from the available graphics provided in the graphics library.
   Page Type	Select Single Page or Tabular Page format.
   Content Source	If you selected the Single Page format, select Artifact or URL: For Artifact, click (Choose Artifact) to select an artifact in the Artifact Library; for example, if the artifact is a form, then select the specific form from the artifact listing. Available artifacts include forms (including hidden forms), dashboards, and reports. To select an artifact from another environment, select the target environment under My Connections, and then choose the artifact you want to add. For URL, enter a complete URL; for example, a URL to embed an Oracle Analytics Cloud dashboard in a card, then click Preview to validate the URL in a popup window. Insert only external site URLs starting with the https:// security protocol. Don't use internal or relative URLs or URLs for unconsenting third-party sites. See About Using URLs to Embed Third-Party Pages in Cloud EPM Applications.
   Orientation	If you selected the Tabular Page format, select Vertical or Horizontal, and then add new or existing tabs and sub tabs. See Adding Tabs.

   A card is added to the list as a sibling under the card or cluster that is currently selected. To add a card to a cluster, see Grouping Cards into Clusters.

   Note:

   Cards that are added without first selecting a card or cluster are added to the end of the list.

4. Click Save and Close.

To reload a navigation flow to view design time changes, see Reloading a Navigation Flow.