26Configure the Navigator and Home Page

This chapter contains the following:

A Single Page for All Your Sales Activities

In the default home page design provided by Oracle, salespeople can access both the different work areas they need as well as the reports and analytics that highlight key sales information. Here's a brief description of the Home page sections. You can configure the different sections and even hide some, but you can't change their order on the page.

Global Toolbar and Springboard with Navigation Icons

Callout Number Region Description

1

Global region with toolbar.

The toolbar includes global search and icons to open the Navigator, Home page, and the Settings and Actions menu, among others. The toolbar, described in a separate topic, is available on all pages.

2

Tabs that group navigation icons.

Which tabs users see depends primarily on their security privileges. Because setup users have broad privileges, you see many more tabs than sales users. For example, sales users never see the Service or Help Desk tabs, as these aren't part of CX Sales.

Sign in as a Sales Representative or a Sales Manager to get an idea of how the application is set up by default for each user.

Using the Structure tool, you can rename the tabs, hide them, change heir order, and move their contents.

The tabs correspond to the groupings you see in the Navigator, but you can choose to display only a subset of what's available in the Navigator.

3

Navigation icons within the tab you selected. This region is called the springboard.

Navigation icons within the tab you selected.

The navigation icons correspond to the selections you see in the Navigator.

Top section of the home page with callouts highlighting
the regions described in the text

Things to Finish and News

The middle of the page includes two regions that you can hide during setup:

  • Things to Finish

    Displays the same notifications you can view using Notifications (bell icon) in the global toolbar.

  • News and Announcements

    You can create company-wide announcements as described in the topic Create and Enable an Announcement in the Oracle Applications Cloud Implementing Applications guide.

Middle of the home page.

Analytics and Key Sales Information Displayed in Infolets

The Analytics section displays tabs grouping infolets, containers that display key sales information. You can display different infolets for different job roles in the organizations and salespeople can configure what information they want to see on their own page.

There are two types of infolets you can display:

  • Infolets with business intelligence reports provided by Oracle or those you create in Oracle Business Intelligence Answers (BI).

  • Actionable infolets that summarize sales information and make it possible to take action on individual items without drilling down into individual records. Oracle provides five actionable infolets:

    • My Tasks

    • My Accounts

    • My Appointments

    • My Opportunities

    • My Leads

    Each of the five actionable infolets includes different filters to narrow down the list of items you see. For example, you can see all of the appointments for the whole week or just see today's appointments. The filters come from the saved searches (lists) available in Workspace.

    Here's a screenshot of the Sales Infolets tab displaying two actionable infolets.

    Bottom section of the Home page.

Setup Overview

Here's an overview of the steps to configure your home page and navigation to application features.

Home Page

Here's a summary of the steps to configure your home page appearance.

Step Description Navigation Where to Get More Details

1

Create a sandbox with the Appearance tool.

Configuration > Sandboxes

See the video and topic: Configure Home Page Appearance

3

Upload your company logo and save your new configuration.

In the sandbox, select Tools > Appearance

Covered in the same video and topic.

For additional configuration options, see the Configuration of Home Page and Navigation chapter of the Oracle Applications Cloud Configuring and Extending Applications guide.

4

You can remove the Things to Finish and the News and Announcements sections of the home page, by clicking Home Page Display (top icon in the Appearance tool) and setting Visible to No.

In the Appearance tool, click Home Page Display

Covered in the same video and topic.

5

Publish your sandbox.

Click Publish in the sandbox.

Covered in the same video and topic.

Navigation and Infolet Tabs

Here's an overview of the steps to configure navigation and specify which infolet tabs appear in the Analytics section.

Step Description Navigation Where to Get More Details

1

Sign in as users with the different job roles you are using and review the default navigation for each to see which items you want to hide or configure.

Not applicable.

See the topic: What Different Sales Job Roles See in the Navigator and Springboard

2

Create a sandbox with the Structure tool.

Configuration > Sandboxes

See the video and topic: Configure Navigation

3

Specify which items salespeople see on the Navigator and which icons they see on the home page springboard and in which order. You can hide unwanted items from everyone or you can add EL Expression conditions to make them visible only to a subset of users. You can make features accessible from both the Navigator and the home page springboard, or from the Navigator only.

In the sandbox, select Tools > Structure

Covered in the same video and topic.

4

Specify which infolet tabs in the Analytics section appear and in which order.

In the Structure tool, click the Home Configuration tab.

Covered in the same topic.

5

Publish your sandbox.

Click Publish in the sandbox.

Covered in the same topic.

Infolet Configuration

Step Description Navigation Where to Get More Details

1

Create and enter a sandbox with Page Composer as your tool. When adding Page Composer to the sandbox, specify a job role. Different job roles see different infolets in the tab. And different filters are available in actionable infolets for each job role.

Configuration > Sandboxes

See the topic: Switch Actionable Infolets to Use Workspace Saved Searches as Filters

2

For each actionable infolet, enable the Workspace saved searches as filters and remove the existing saved searches from showing up as filters. Because the actionable infolets show a different set of filters for each job role, you must perform this configuration separately for each job role in each actionable infolet.

While in Page Composer, open each actionable infolet in the expanded view and go to Actions > Configure > Filters

Covered in the same topic.

4

Save your work by clicking Close in Page Composer, and publish your sandbox.

Click Close in Page Composer and then Publish in the sandbox.

Covered in the same topic.

5

In a new sandbox with Page Composer, create the infolet view that salespeople see by default. You can create different views for different job roles.

Click Infolet Repository (the icon with multiple sheets at the top of the Analytics section).

See the video and topic: Create the Infolet View that Salespeople See by Default

6

Optionally, you can create additional actions for the actionable infolets. For example, you can add an action to postpone the close date of an opportunity by one day. Salespeople can then postpone the date without having to edit the opportunity.

In Application Composer, you create an object function server script with the El Expression. You then create the action using that script. Finally, you enable that action in the infolet while in Page Composer.

See the topic for navigation details.

See the topic Create Additional Actions for Actionable Infolets

Configure Home Page Appearance

Oracle provides you with a default home page design that salespeople can use to access all of the navigation icons and key sales information they need. While you can still use alternate multipage designs that are more configurable, Oracle recommends that for CX Sales, you use the default theme and limit your configuration to uploading your logo and hiding sections of the page you don't need. You can't change the order of the sections on the page.

  1. Create and enter a sandbox with the Appearance tool enabled:

    1. In the Navigator, click Configuration > Sandboxes.

    2. Click Create Sandbox.

    3. Enter a sandbox name.

    4. Select Active for the Appearance tool.

    5. Click Create and Enter.

    6. From the sandbox Tools menu, select Appearance to enter the tool.

  2. In the Logo field, select File from the list and upload your logo.

    The logo image must be saved as a .png file with a transparent background with a recommended maximum size of 200 pixels wide and 50 pixels high.

  3. If you're hiding the Things to Finish and News and Announcements sections, there's no point in uploading an image using Cover Image. The image appears in the center of the page under these sections.

  4. Remove either or both of the Things to Finish and News and Announcements sections of the page if you aren't using them. Things to Finish displays notifications you can also access from the toolbar. News and Announcements can display your company-wide announcements. Here's how to hide them:

    1. Click Home Page Display, the top icon on the page.

    2. Click in the Visible column for each section and select No.

  5. View your new home page configuration while inside the sandbox by clicking Home.

  6. Publish the sandbox:

    1. Click the sandbox name and select Publish.

    2. On the Sandbox Detail page, click Publish.

      You can check the progress of the publish process in the Current Status section.

Configure Navigation

The Different Factors That Determine What Users See on the Home Page

Which selections users see in the Navigator, and which icons and infolets they see on the home page depends on a number of factors:

  • Security roles

    What users see in the UI is primarily determined by their security roles. For example, users you provision with any of the standard sales job roles, get to see all of the sales navigation, including Opportunities, Accounts, Leads, Contacts and so on. But they don't see the Security Console, a feature only available to users with the IT Security Manager job role. Because users are granted the Employee abstract role, they get many human resources features on the Navigator that aren't pertinent to sales unless you're implementing Oracle HCM Cloud.

  • Configuration in the Structure tool

    Use the Structure tool to fine-tune the access granted by the security roles:

    • Specify if navigation is available in the Navigator and the springboard or hidden from users. You can create, edit, and change the order of the different headings (called groups) and even create new groups.

    • Specify which sales infolet tabs appear and in which order.

    You can add conditions (EL Expressions), to display or hide specific items or groups. For example, you can remove an item from view for a specific user or a specific job role. Sales representatives have the security permissions to import accounts and contacts and monitor background processes, but you may want to leave these rather technical tasks for sales administrators. Some selections already include EL Expressions that make items visible depending on system profile option settings or only when you enable a particular functional area of an offering. You can append additional conditions to the existing expressions.

  • Create default infolet views

    Using Page Composer, you can specify which infolets appear in an infolet tab by default and in which order. Hiding an infolet doesn't remove the infolet entirely. Users can always add it back to their home page.

  • Personalization

    Individual users can create their own personal views of the navigation icons they see on their springboard, but they can't change what displays on the Navigator. Users can also select the infolets they want to display and change their display order. Any personalization supersedes the default Infolet views you created.

Here's a diagram that illustrates the different factors that together determine what a user sees in the Navigator, on the springboard, and in the infolet tabs.

Diagram showing how security, Structure, and personalization
determine what selections users see in the Navigator and which icons
appear in the springboard.

Navigation Configuration

The Navigation Configuration page displays all the feature selections available to all users of Oracle Fusion Cloud applications. It's not filtered by the security roles. So, you don't have to hide selections that are never displayed to sales users. To change the display setting and to add EL Expression conditions, you must drill down into each item.

Screenshot of the Navigation Configuration page in the
Structure work area.

Infolet Tab Configuration

Use the Home Configuration page in the Structure tool to specify which infolet tabs users get to see in the Analytics section of the home page. Just like the Navigation Configuration page, this page shows you the selections for all applications. You can hide, add EL Expressions, rename, and reorder.

Screenshot of the Home Configuration page in the
Structure work area.

What Different Sales Job Roles See in the Navigator and Springboard

To help you configure navigation, here's an overview of what users with common sales job roles see by default in the Navigator and springboard. The different Navigator items are grouped under headings. The table lists all the headings, but not every item under every heading. If it makes sense to hide the whole heading, there's no need to list each item. For each of the common job roles, you learn if the item or category is displayed in both the Navigator and springboard, in the Navigator only, or in neither.

Navigator Heading, Item Sales Representative Sales Manager Sales VP Sales Administrator Recommendation

Me

Navigator only

Navigator only

Navigator only

Navigator only

All of the items under the Me category come from the Oracle Human Resources Cloud. Unless you're implementing HCM, remove all of the items here except Roles and Delegations.

Salespeople can use Roles and Delegations to see which security roles are assigned to them, and request more, depending on your security setup.

My Team, Users and Roles

Navigator only

Navigator only

Navigator only

Navigator only

Remove. Only setup users can use Users and Roles to create and manage sales users.

Partner Management

Neither

Neither

Neither

Both

Remove unless you're using Oracle Partner Management

Sales, Leads

Both

Both

Both

Both

Sales leads work area.

Sales, Deal Registrations

Neither

Neither

Neither

Both

Remove unless you're using Oracle Partner Management

Sales, Forecasts

Both

Both

Both

Both

Sales work area where you submit, adjust, and review sales forecasts.

Sales, Activities

Both

Both

Both

Both

Work area where salespeople manage their calendar and tasks, log calls and emails, and other activities.

Sales, Products

Neither

Neither

Neither

Both

Create and manage products for the sales catalog, and upload product images.

Sales, Competitors

Both

Both

Both

Both

View and manage sales competitors. Sales Administrators can create competitors, the other sales roles can only view them.

Sales, Sales Campaigns

Both

Both

Both

Both

Email campaigns provide an easy way for salespeople to contact their customers and provide them with the latest information.

Sales, Opportunities

Both

Both

Both

Both

Work area for managing sales opportunities.

Sales, Accounts

Both

Both

Both

Both

Work area salespeople use to manage their accounts.

Sales, Analytics

Both

Both

Both

Both

Central work area for viewing BI reports.

Sales, Price Books

Neither

Neither

Neither

Both

Price the products you're selling and to offer discounts.

Sales, Territories

Neither

Navigator only

Both

Both

Sales territory management for Sales Managers and Sales Administrators.

Sales, Campaigns

Navigator only

Both

Neither

Navigator only

Marketing campaign information from Oracle Marketing Cloud.

Remove unless you're implementing integration with Oracle Marketing Cloud (Eloqua).

Sales, Quotes and Orders

Navigator only

Navigator only

Navigator only

Navigator only

Remove unless you're implementing integration with Oracle Configure, Price and Quote (CPQ) Cloud.

Sales, Contacts

Both

Both

Both

Both

Sales contacts work area.

Sales, Recommendations

Neither

Both

Both

Both

Remove. No longer used.

Sales, Lightbox

Both

Both

Both

Both

Enables salespeople to share and collaborate on presentations.

Sales, Promotions

Neither

Neither

Neither

Both

Sales administrators can create promotions to offer discounts.

Sales, Quotas

Neither

Both

Both

Both

Enables sales managers and sales administrators to set sales quotas for their directs.

Help Desk

Navigator only

Navigator only

Navigator only

Navigator only

Remove unless you're implementing Oracle Help Desk.

Business Plans

Both

Both

Both

Both

Salespeople and managers can use it to create business plans for the accounts they serve.

Contract Management

Neither

Neither

Neither

Navigator only

Remove. Sales users, including Sales Administrators cannot use contracts without additional security roles.

Incentive Compensation

Navigator only

Navigator only

Navigator only

Navigator only

Manage sales compensation.

Procurement

Navigator only

Navigator only

Navigator only

Navigator only

Remove unless you're implementing purchasing.

My Enterprise, Offerings

Neither

Neither

Neither

Both

Sales administrators and setup users enable the offerings related to the applications they purchased. You must enable the offering and its features for implementation.

My Enterprise, New Features

Neither

Neither

Neither

Navigator only

Sales administrators and setup users

My Enterprise, Subscriptions

Neither

Neither

Neither

Navigator only

Oracle Subscription Management information.

Remove unless you're implementing Oracle Subscription Management.

Tools, Set Preferences

Both

Both

Both

Both

Lets users reset their password, upload their picture. The same Set Preferences is also available in the Settings and Actions menu that you can open by clicking on your user initials or image.

Tools, Spaces

Navigator only

Navigator only

Navigator only

Navigator only

Remove. Oracle Web Center Portal.

Tools, Scheduled Processes

Both

Both

Both

Both

Lets you monitor and run background processes.

Tools, File Import and Export

Navigator only

Navigator only

Navigator only

Navigator only

Remove. Imports Oracle Web Center content. Not used in Oracle CX Sales.

Tools, Smart Text

Neither

Neither

Neither

Navigator only

A feature administrators and implementers can use to change UI text and prompts.

Tools, Deep Links

Neither

Neither

Neither

Navigator only

Deep links make it possible to navigate from your company's pages directly to a page within your sales application without going through the menu structure.

Tools, Contact Search

Neither

Neither

Neither

Navigator only

Remove if you aren't using the telephony (CTI) feature.

Tools, Import Management

Navigator only

Navigator only

Navigator only

Navigator only

Import accounts, contacts, products and other sales information from a file.

Tools, Download Desktop Integration Installed

Navigator only

Navigator only

Navigator only

Navigator only

Remove if you aren't deploying Oracle Sales for Outlook.

Tools, Notification Preferences

Neither

Neither

Neither

Navigator only

Remove. Not used in sales. Feature to trigger automatic notifications.

Tools, Worklist

Both

Both

Both

Navigator only

Worklist notifications.

Tools, Reports and Analytics

Both

Both

Both

Navigator only

Create BI reports you can display in your sales application.

Tools, Export Management

Navigator only

Navigator only

Navigator only

Navigator only

Export accounts, contacts, products and other sales information as a file.

Tools, Mass Transfer

Neither

Neither

Neither

Both

Transfer data to other environments, for example, from test to production.

Configuration, Appearance

Neither

Neither

Neither

Navigator only

Change application home page layout, logos, icons and other feature.

Configuration, Structure

Neither

Neither

Neither

Navigator only

Change Navigator and springboard layout.

Configuration, Business Objects

Neither

Neither

Neither

Navigator only

Configure additional business objects for your application.

Others, Resource Directory

Navigator only

Navigator only

Navigator only

Navigator only

View the sales organization hierarchy.

Others, My Dashboard

Both

Both

Both

Both

Remove. Provides an alternative home page for your company.

Others, Setup and Maintenance

Neither

Neither

Neither

Both

Access setup tasks.

Others, Social

Both

Both

Both

Both

Opens the Oracle Social Network UI.

Others, Marketplace

Both

Both

Navigator only

Both

Links to Oracle Cloud Marketplace where you can view partner applications.

Others, Getting Started

Both

Both

Both

Both

Access short videos to help users get started. Your organization can add your own videos here.

Others, Cloud Customer Connect

Navigator only

Navigator only

Navigator only

Navigator only

Opens Cloud Customer Connect where users can interact with other users and ask questions.

Workspace

Both (after you enable Workspace)

Both (after you enable Workspace)

Both (after you enable Workspace)

Both (after you enable Workspace)

Workspace appears both in the Navigator and springboard automatically when you enable the feature.

The Home Configuration page includes two versions of Workspace. One provides access to Workspace for sales job roles. The second version provides access for service job roles.

The service version includes the ability to view records in nested tabs (the dynamic tabs feature).

Users see only one of these items, depending on their security privileges.

Configure Navigation

Use the Structure tool to configure which selections appear in the Navigator, which icons area available on the springboard, and which infolet tabs are visible to users.

Create and Enter a Sandbox with the Structure Tool

Create and enter a sandbox with the Structure tool:

  1. Navigate to Configuration > Sandboxes.

  2. Click Create Sandbox.

  3. In the Create Sandbox page, enter a name and select Structure as the tool.

  4. Click Create and Enter.

    The Sandbox toolbar appears at the top of the page.

  5. From Tools, select Structure to open the Structure page.

Specify What Users See on the Navigator and in the Springboard

With the Navigation Configuration tab selected, you can configure what appears on the Navigator and springboard. Just click the item or group name to edit.

  • Specify where and for whom the item shows up by making a selection from Show on Navigator and Show on Springboard. You can choose to display individual items in the Navigator only, in both the Navigator and springboard, or in neither. You can't display an item in the springboard only. If you hide an item in the Navigator, it gets automatically hidden on the springboard as well. Here are the options:

    • Yes: displays the item for all users with the right security permissions.

    • No: hides the item from all users in all applications.

    • EL Expression: lets you add an EL Expression that must be true to display the item.

      Add EL Expression conditions to display items or groups selectively to users with specific job roles, or even by user name. Here are some examples of EL Expressions you can use:

      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']}

  • Rename a group and change its icon.

  • Move items to a different group by using the arrow keys, or by selecting a different group while editing the item. You can't nest groups within other groups.

    For example, move both Workspace items from the Workspace group to the Sales group. There are two Workspace items because Oracle provides two different versions of Workspace: one for sales and one for service. Users see only one icon on their home page, depending on their security settings.

  • Copy items.

  • Move items within a group using the up and down arrow keys.

    For example, you may want to move the Workspace icon to be the first icon users see on their page.

  • Get rid of the Others group.

    Any top-level items (items that aren't part of a group in the Structure tool) display in the Others group in the UI. You can't rename that category or move it, but you can hide the group by moving or hiding all items in it.

  • Create new groups and add your own content.

    You can create new groups from the Create menu and display them selectively by adding EL Expressions. You can copy items into the group or create your own items by selecting Create Page Entry from the Create menu.

    Note: To simplify future functionality updates, don't create groups to provide different views for different sets of users, however. Add the EL Expressions to individual items instead.

Example of Hiding a Whole Navigator Group You Don't Use

If you aren't implementing Oracle Global Human Resources Cloud, then hide the whole Me group, which appears in the Navigator for all sales users by default.

  1. Click the Me group name.

  2. Set Show on Navigator to No. Hiding the group hides all of the individual items in the group as well.

Example of Hiding an Individual Sales Feature You Don't Use

If you aren't implementing Oracle Marketing Cloud, then remove the Campaigns item from both from the Navigator and springboard:

  1. Open the Sales group to display the different sales features.

  2. Click Campaigns

  3. In the Edit Page Entry page, set Show on Navigator to No.

    Removing the selection from the Navigator automatically removes the link from the springboard as well. You can't display a selection on the springboard if it's not displayed in the Navigator

    The Edit Page Entry: Campaigns page highlighting
the Show on Navigator field.

Selectively Hide Navigation

You may want to leave technical tasks, such as importing data or monitoring scheduled processes, to sales administrators. To remove the navigation links for a subset of users, you edit the EL Expression for these items and add your conditions. For example, here's how to remove the Scheduled Processes navigation from both the Navigator and springboard for all salespeople with the Sales Representative job role:

  1. Open the Tools group to display its selections.

  2. Click the second Scheduled Processes item.

    Here's a screenshot of a portion of the Navigation Configuration page highlighting the item.

    Screenshot of part of the Navigation Configuration
page, highlighting the second Scheduled Processes item.
    Note: Oracle includes two Scheduled Processes items in the list because it supports two different interfaces for scheduled processes. If you aren't sure which item to edit, add your condition to both.
  3. Click Edit for Show on Navigator to edit the EL Expression.

    The Expression Editor displays the expression provided by Oracle. In this example: #{(securityContext.userGrantedResource['resourceType=FNDResourceType;resourceName=FND_Scheduled_Processes_Menu;action=launch']) and(Profile.values.ESS_ALLOW_CLASSIC_INTERFACE ne null) and (Profile.values.ESS_ALLOW_CLASSIC_INTERFACE ne 'Y')}

  4. In the Expression Editor, append the condition: and!(securityContext.userInRole['ORA_ZBS_SALES_REPRESENTATIVE_JOB']) to the original expression.

    Here's the resulting expression: #{(securityContext.userGrantedResource['resourceType=FNDResourceType;resourceName=FND_Scheduled_Processes_Menu;action=launch']) and(Profile.values.ESS_ALLOW_CLASSIC_INTERFACE ne null) and (Profile.values.ESS_ALLOW_CLASSIC_INTERFACE ne 'Y')and!(securityContext.userInRole['ORA_ZBS_SALES_REPRESENTATIVE_JOB'])}

  5. Click Validate to check for errors.

  6. Click OK.

  7. It's a good idea to click Save after each edit to make sure your changes are saved.

  8. Repeat the steps to add the condition to the Show on Springboard EL Expression.

    Here's a screenshot of the Expression Editor with the edited Show on Springboard expression: :#{(Profile.values.ESS_ALLOW_CLASSIC_INTERFACE ne 'Y' and Profile.values.ESS_ALLOW_CLASSIC_INTERFACE ne null)and!(securityContext.userInRole['ORA_ZBS_SALES_REPRESENTATIVE_JOB'])}

    Screenshot of the Expression Editor window for
the Scheduled Processes Show on Springboard field. The Editor shows
the final EL Expression

Specify Which Infolet Tabs Appear and in Which Order

You can specify which infolet tabs appear and in which order.

  1. While in the Structure tool, click the Home Configuration tab.

  2. Use the arrow keys to change the order of the infolet tabs.

  3. To edit the infolet tab name and to specify how the infolet page gets displayed, click its name:

    • Yes: displays the infolet tab for all users with the right security permissions.

    • No: hides the infolet tab from all users in all applications.

    • EL Expression: lets you add an EL Expression condition that must be true to display the infolet page.

  4. To create additional infolet tabs with your own content, you can edit the five sales tabs crated for this purpose: Sales Page 1 through Sales Page 5.

Configure Infolets

Switch Actionable Infolets to Use Workspace Saved Searches as Filters

Switch actionable infolets to use Workspace saved searches as filters. By default, the actionable infolets show the saved searches created in the different work areas. Because you want the sales organization to use Workspace, you want to use the Workspace saved searches instead. When you enable the Workspace searches as filters, you also make it possible for salespeople to navigate directly to Workspace from the actionable infolets. You must configure each actionable infolet separately for each job role because different job roles see different information. While it's possible for you to include saved searches from both the different work areas and from Workspace as filters, the mix may get confusing to your users. Many of the saved searches provided by Oracle for these two separate technologies share the same names and functionality.

For Each Job Role, Create and Enter a Sandbox with Page Composer As Your Tool

  1. Navigate to Configuration > Sandboxes.

  2. Click Create Sandbox.

  3. In the Create Sandbox page, enter a name and select Page Composer as the tool.

  4. Click Edit in the Support Context column for Page Composer.

  5. In the Edit Sandbox Context window, select Job Role and select the job role you want to configure.

    Each job role can access different saved searches and can have a different infolet configuration on their page.

  6. Click OK.

  7. Click Create and Enter.

    The Sandbox toolbar appears at the top of the page.

Switch the Actionable Infolet Filters to Use the Workspace Saved Searches

  1. With the sandbox open, click Home to return to the home page.

  2. In the sandbox, select Page Composer from the Tools menu.

    The Page Composer toolbar appears underneath the sandbox toolbar.

  3. Scroll down to the Analytics section where the actionable infolets are located.

    The section displays the same infolet configuration that users with the selected job role see when they open the home page. The section displays both actionable infolets and BI infolets (analytics reports).

  4. If you don't see the actionable infolet you're looking for, or want to hide some of the existing infolets on the page, do the following:

    1. Click Infolet Repository (the file icon on the top right side of the Analytics heading highlighted in the screenshot).

      The Analytics heading on the home page, highlighting
the location of the Edit icon.
    2. Select or deselect the individual infolets to display or hide them.

  5. You can also change the order of the infolets by dragging them around.

  6. Here's how to switch each actionable infolet to use the Workspace saved searches as filters:

    1. Make sure you're in the Expanded view of the infolet. This is the list view that shows the different filter options.

    2. Click Actions (the arrow icon in the top right corner of the infolet) and select Configure.

    3. In the window, click the Filters tab.

    4. Move the existing filters from the Selected column to the Available column.

      Note that the list of filters listed here may be different for each job role because different job roles can access different information.

    5. Select the Include Workspace Saved Searches option.

      All Workspace saved searches are now available for use as filters, but they don't display in the window. Here's how the window looks like for My Accounts after you are done. Notice that the Selected column is blank even though all the Workspace saved searches are effectively selected.

      Actionable infolet Filters tab showing the configuration
for enabling Workspace saved searches.
    6. Click Save and Close to close the window and return to the home page.

      The filter is now available in your infolet.

Save Your Work and Publish the Sandbox

  1. When you're done making your changes, you must save them by clicking Close in the Page Composer toolbar.

  2. Publish the sandbox by clicking the sandbox name and selecting Publish.

Create the Infolet View That Salespeople See by Default

You can specify which infolets users see by default and how they are arranged on the page. When you create the default view using the steps outline here, each user has the option of creating their own personalized view of the infolets and display any infolets you have hidden.

  1. Because you're creating the infolet view for a single job role, create a sandbox specifically for this configuration:

    1. Navigate to Configuration > Sandboxes.

    2. Click Create Sandbox.

    3. In the Click Create Sandbox page, enter a name and select Page Composer as the tool.

    4. Click Edit in the Support Context column for Page Composer.

    5. In the Edit Sandbox Context window, select Job Role and select the job role.

    6. Click OK.

    7. Back on the Create Enter page, click Create and Enter.

      The Sandbox toolbar appears at the top of the page.

  2. Click Home. You must be in the page you want to configure before you open Page Composer.

  3. If you didn't apply the single-page "News Feed" for your home page theme, then navigate to the Sales Infolets page (using the right-arrow button or page controls).

  4. Click on your user initials or image to open the Settings and Actions menu and select Edit Pages.

    The Page Composer toolbar appears below the sandbox toolbar.

  5. If you implemented the single-page "News Feed" home page, then scroll down to the Analytics section and make sure that the Sales Infolets tab is selected if there are multiple tabs on your page.

  6. You may have to click Refresh to display the infolets.

  7. You must hide or expose the infolets one by one to get the view you want.

    1. Click Infolet Repository (the multiple sheet icon at the top of the section).

    2. Select the infolet to display or deselect to hide.

  8. You drag infolets around to change their order. Alternatively, click Infolet Repository, scroll down to the bottom of the list and select Reorder Infolets.

  9. When you're done configuring the infolets, you must click Close in the Page Composer toolbar to save your changes.

  10. Publish the sandbox by clicking on its name and selecting Publish.

  11. You can test your configuration by signing in as a user with the appropriate job role. Remember that each user can personalize their own infolet view and that the personalization overrides the default view you created.

Create Additional Actions for Actionable Infolets

Here's how to create additional actions for actionable infolets. The actions you create can update sales information but they can't open pages or navigate to them. For example, you can create an action to update the stage of an opportunity or postpone the opportunity close date by one day, but you can't have the action open the edit opportunity page. Here's how to create an action to postpone the opportunity close date by one day. While you can create the action directly, this example has you create a server script first. That's because the server script includes the Expression Palette to help you write and validate your El Expression script.

  1. Create and enter a sandbox with Application Composer and Page Composer as your tools.

  2. Create the Groovy script as an object function server script in Application Composer:

    1. In Application Composer, open the object node in the left portion of the page, Standard Objects > Opportunity in this example.

    2. Click Server Scripts.

    3. In the Server Scripts page, click Object Functions.

    4. Enter a function name, no spaces permitted. For example: Defer_1_Day.

    5. Enter the El Expression script in the Edit Script box. You can use the Expression Palette to find the technical names of fields and insert elements of your script. Here's how to find the technical name for the opportunity Close Date field:

      1. Click Show/Hide Expression Palette (the function icon highlighted in the screenshot).

        Detail of the Server Scripts page, highlighting
the Show/Hide Expression Palette button.
      2. Click Fields.

      3. Select the object, Opportunity in this example, and scroll down.

        Detail of the Server Scripts page, showing the technical
name for Close Date.
      4. In Opportunity: Fields section, search for the technical field name by the display label: Close Date.

        The technical name displays in the API Name column.

      5. You can insert the technical name into your script by clicking Edit Script > Insert.

      To learn more about how to best use the features available in the expression builder when writing scripts, see "Groovy Tips and Techniques" in the Groovy Scripting Reference guide.

  3. When your script is complete, click Validate.

    Here's an example of the script to postpone the due date by one day: setAttribute("EffectiveDate",EffectiveDate + 1);

  4. When your script validates without errors, click Save and Close.

  5. In the object list in the left side of the Application Composer page, click Actions and Links.

  6. In the Opportunity: Actions and Links page, click Create.

  7. In the Create Action or Link page, Display Label field, enter the action name that users see in the infolet actions list.

  8. Select the After the Script: Save the record and return to the previous page option.

  9. In the Script section, click Method Name and select the script name from the list.

  10. Click Save.

  11. While still in the sandbox, click Home to get back to the Welcome page.

  12. From the sandbox Tools menu, select Page Composer. The Page Composer toolbar displays underneath the sandbox toolbar.

  13. Scroll down to the My Opportunities infolet.

  14. Make sure you're in the Expanded View. This is the view of the infolet showing the different filters.

  15. Click Actions (the triangular icon at the top right corner of the infolet) and select Configure.

  16. In the My Opportunities window, click Quick Actions.

  17. Move the action you created, Defer 1 Day, to the Selected column.

  18. Click Save and Close.

  19. In the Page Composer toolbar, click Close to save your work.

    The Page Composer toolbar disappears.

  20. To see the new action you created, the infolet must display at least one opportunity. A setup user generally can't access opportunities, so you must publish the sandbox without testing: From the sandbox Action menu, select Publish.

  21. After publishing is complete, sign out and sign in again as a salesperson or another user who owns an opportunity.

  22. With at least one opportunity displayed in the My Opportunities infolet, you can view the new action in the list.