Standardized User Interface for EPM Platform Artifact Pages

We've standardized the user interface in the artifact pages for the following Cloud EPM Platform artifacts:

  • Dashboards
  • Infolets
  • Data
  • Rules
  • Documents (currently within a vertical tab on the Reports card)

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Previously, the artifact page options would vary depending on the business process used and the artifacts viewed. The EPM artifact pages now use a new common framework to carry out actions such as filtering, searching, and multi-selecting. Using multi-select, you can now perform global actions such as moving and assigning permissions for multiple artifacts.

NOTE: Standard Interface is available to all OCI (Gen 2) environments. Environments on Oracle Cloud Classic environments default to the legacy interface, but have the option to enable the Standard Interface.

Standardized Dashboards Page

Standardized Dashboards Page

To view the standardized artifact pages:

  1. From the Home page, click the icon for Rules, Dashboards, Data, or Infolets. 
  2. For Documents, click the icon for Reports, and then click the Documents tab (see the note below about Documents).

We've also added a new application setting called Legacy List Pages, which enables you to revert the standardized artifact pages to the legacy artifact pages. 

To view the new Legacy List Pages application setting:

  1. From the Home page, click Application, and then click Settings. 
  2. Under Other Options, find the Legacy List Pages setting, and then select Yes to revert to legacy artifact pages.

Note the following: 

  • Currently Documents are viewed on a vertical tab within the Reports card. However, in a future release, the Documents tab will be removed from the Reports card and Documents will have its own card on the Home page.
  • Standardized artifact pages do not support listing composite forms. To view composite forms on an artifact page, you must revert to the legacy pages using the Legacy List Pages application setting.
  • For Tax Reporting, the Edit option on the Rules page is disabled, even for Service Administrators.

Business Benefit: Providing a common framework for EPM Platform artifact pages enables everyone to see the same options, which provides a consistent user experience.

Key Resources