Using Direct URLs to Integrate Connected Environments

About Direct URLs

Other source systems like Oracle ERP Cloud can embed URLs to directly link to artifacts contained in cards, tabs, and sub-tabs within connected Oracle Enterprise Performance Management Cloud environments.

Other Cloud environments like Oracle ERP Cloud use direct URL links to open connected EPM Cloud content like forms, dashboards, and infolets. To make the integration between EPM Cloud and other systems seamless, you can use an export option, called Export URLs, to create a CSV file that provides the unique URLs for each card, tab, or sub-tab within a connected EPM Cloud business process. URLs are grouped by navigation flow and cluster, so the URLs are easier to find within the CSV file. You can open the CSV file with a text editor or Microsoft Excel and embed the relevant URL within the source system pages to serve as a launch point into EPM Cloud.

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Learn how to use direct links to embed EPM Cloud content in other systems such as ERP Cloud and NetSuite. This lets you represent EPM Cloud artifacts alongside other source system pages, enhancing existing processes with functionally - tailored forms, grids, reports, and dashboards for seamless cross-system navigation. Also, learn the new appearance options to enjoy the highly efficient Redwood experience, apply custom logos and watermarks, and remove business process names from pages. video icon Overview: Embedded Direct Links and Appearance Optimization

Exporting URLs

To export EPM Cloud URLs to a CSV file:

  1. Log into an EPM Cloud environment.
  2. From the Home page, click the down arrow next to the user name (upper right corner of the screen).
  3. On the Settings and Actions menu, click Export URLs, and then click Save.

The system saves a CSV file to the default download folder on your local machine, and the filename is automatically generated with the current date and time of the server; for example, 19_Feb_2021 13_15_38 Navigation Flow URLs.csv. Find the file in your download folder, and open it with a text editor or with Microsoft Excel.

Viewing the Exported URLs File

The CSV file lists all of the URLs in the business process. Each card, tab (vertical tab), and sub-tab (horizontal tab) has a unique URL. When viewed in a text editor like Notepad or in Microsoft Excel, it identifies the unique URL for each card, tab, and sub-tab, so the URLs for each artifact can be more easily found. URLs are grouped by navigation flow and by cluster.

Note:

Only cards, tabs, and sub-tabs have URLs. Navigation flows and clusters don't have URLs.

Table 6-1 Direct URLs Export File Headers

Header Description

Navigation Flow Name

The name of the navigation flow; for example, Default or Financial Flow.

Status

Status of the navigation flow; for example, Active or Inactive.

Type

Type of entry; for example, cluster, card, tab, or sub tab

Name

The cluster, card, tab or sub-tab name where the artifact is contained. This entry will be empty for clusters or cards which do not contain an artifact directly.

Artifact Type

The type of artifact; for example, Form, Dashboards, Financial Reports, and URL type artifacts.

Artifact Name

The name of the artifact or, in the case of an URL type artifact, the direct URL of the target page.

Caution:

If a direct URL is displayed, do not confuse this URL with the unique URL you'll use to integrate the connected environments.

URL

This is the unique URL you will use to integrate connected environments.

Visible

Indicates whether the artifact in the navigation flow is visible on the Home page to users or groups; for example, Y or N.

Role/Group

The role or group who can view the navigation flow. If a navigation flow is Global, then it can be seen by all users.

Description

The description of the navigation flow, if provided.

The URLs export file provides the information separated by a vertical bar or pipe ( | ) delimiter character. See the following example direct URLs export file as viewed in Notepad:

Example Direct URLs Export File as Viewed in a Text Editor

To view the URLs export file in Microsoft Excel:

  1. Open Excel, and then click the Data menu.
  2. Click New Query, then From File, and then click From CSV.
  3. Find and select the CSV file you exported, and then click Import. A new window displays the data in the CSV file.
  4. To make the first row of the CSV file the header row, click Edit, click Use First Row as Headers, and then click Close and Load.

The resulting Excel file will look like the following example:

Example Direct URLs Export File as Viewed in Microsoft Excel

Find and copy the unique URL (found in the URL column) for the card, tab, or sub-tab that you wish to have integrated into the other connected environment. Only the URL target will open and users with access to the targeted artifact can perform the same actions as if they're working within the target business process.