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).

  • Workspace infolets that summarize sales information and make it possible to take action on individual items without drilling down into individual records.

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

    Bottom section of the Home page.
    Note: By default, your application displays an older type of infolet, called actionable infolet, rather than the Workspace infolets. As described in this chapter, new customers should switch to using Workspace infolets because they're designed to work with Workspace. Actionable infolets are designed to work with individual work areas and the saved searches created in them.

Workspace Infolets

Workspace infolets summarize key sales information in the Sales Infolet tab in the Analytics section at the bottom of the home page. They provide salespeople with many of the features they use in Workspace, such as quick actions and filters. For example, from within the My Accounts Workspace infolet, salespeople can take notes, log calls, schedule appointments, and even create opportunities for a specific account in the list. They can also create accounts directly from the infolet. Here's a screenshot of the My Accounts infolet provided by Oracle:

Callout Number Function What You Can Configure

1

Infolet title.

Edit the title.

2

Select a Workspace saved search as a filter.

Specify which Workspace saved searches are available as filters.

3

Review basic information about accounts and drill down to edit

You can specify which fields display in each record in the list.

4

Take actions on an account without drilling down. On an account, you can take notes, log calls, and even create opportunities.

You can enable, disable, or reorder the smart actions using Application Composer.

5

Create new accounts.

N/A

6

Navigate to Workspace.

N/A

My Accounts Workspace infolet with highlights on
features described in the text

Oracle provides you with 10 Workspace infolets. Six are preconfigured and four blank:

  • My Accounts

  • My Appointments

  • My Contacts

  • My Leads

  • My Opportunities

  • My Tasks

  • Additional Actionable Infolet

  • Additional Actionable Infolet

  • Additional Actionable Infolet

  • Additional Actionable Infolet

As a sales administrator or setup user, you can configure the information in each of the infolets, even those that are preconfigured. You can specify which Workspace saved searches are available as filters, change the infolet title, and decide how you want the infolet information to display. You can configure Workspace infolets to display any combination of saved searches from Workspace. Suppose, for example, that you created a project custom object to track projects involving multiple customers. You could configure one of the Workspace infolets as My Projects to track the accounts and the tasks involved.

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. All of the Workspace infolets you need to display key sales information are available within the Sales Infolet tab, so you can hide the rest unless you need them.

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.

Workspace Infolet Configuration

Step Description Navigation Where to Get More Details

1

Create and enter a sandbox with Page Composer as your tool. If you want to display different Workspace infolet configurations for different job roles, you can specify a job role.

Configuration > Sandboxes

See the topic: Create and Enter a Sandbox with Page Composer As Your Tool

2

Specify which Workspace infolets you want to expose on the page and how you want the page to look.

While in Page Composer, select each infolet you want to display from the Infolet Repository.

See the topic: Specify Which Workspace Infolets Display and In What Order

3

Configure the content of each Workspace infolet. You can:

  • Change the infolet title

  • Specify which Workspace saved searches salespeople can select

  • Choose the fields that display in each record for each saved search

While in Page Composer, open each Workspace infolet and go to Actions > Configure

See the topic: Configure Workspace Infolets

4

Remove any unused infolets from the list of infolets available for display.

While in Page Composer, open each Workspace infolet and go to Actions > Edit Visibility

Covered in the same topic.

5

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

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

N/A

6

In Application Composer, you can enable, disable, or reorder the actions users can take for each object. This setup is optional.

Application Composer > Common Setup > Smart Actions

See the topic "Overview of Smart Actions" in the Configuring Applications Using Application Composer guide

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.

  • Default infolet views you create

    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. If you want to hide infolets from users entirely, you must edit the visibility of each one. See the Enable and Configure Workspace Infolets section for details.

  • 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.

Enable and Configure Workspace Infolets

Enable Workspace Infolets

Enable Workspace infolets by setting the profile Enable Workspace Infolets (ZCA_ENABLE_ADAPTIVE_INFOLETS) to Yes. Here's how:

  1. In the Setup and Maintenance work area, go to the Manage Administrator Profile Values task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. On the Manage Administrator Profile Values page, search for the profile option by entering ZCA_ENABLE_ADAPTIVE_INFOLETS in the Profile Option Code field.

  3. Click Search.

  4. In the ZCA_ENABLE_ADAPTIVE_INFOLETS: Profile Values section, set the profile value to Yes.

  5. Click Save and Close.

Create and Enter a Sandbox with Page Composer as Your Tool

You can create different Workspace infolet configurations for the whole enterprise, or for specific job roles. If you're configuring different configurations of Workspace infolets for different job roles, then you must create separate sandboxes for each job role.

  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. If you want to create different infolet configurations for different user roles, select the job role:

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

    2. 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.

    3. Click OK.

  5. Click Create and Enter.

    The Sandbox toolbar appears at the top of the page.

  6. Click Home to return to the home page.

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

    The Page Composer toolbar appears underneath the sandbox toolbar.

Specify Which Workspace Infolets Display and In What Order

Use this procedure to specify which infolets salespeople see when they open the page and in which order.

  1. With Page Composer and your sandbox open, scroll down to the Analytics section, Sales Infolets tab, where the Workspace infolets are located.

  2. You must expose Workspace infolets one by one. Here's how:

    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 Infolet Repository icon.
    2. Select one of the 10 Workspace infolets. If the list includes two infolets with the same name, select the second one on the list. For example, the Infolet Repository list may include two entries for My Account, My Opportunities, and so on.

      Note: Even though you set the profile to use the Workspace infolets, the older version of actionable infolets remains present when you configure the view for a site, for example. These older infolets are present on the list during configuration, but not displayed to users because of the value of the EL Expressions they contain.
    3. Make sure the infolet that's displayed on the page is a Workspace infolet. Workspace infolets include the Workspace icon (callout 1) and the three dots for quick actions (Callout 2). Here's a screenshot of the My Accounts Workspace infolet.

      Screenshot of My Accounts Workspace infolet.

      If you displayed the wrong infolet by mistake, just expose the second one.

  3. Change the order of the infolets by dragging them around. Alternately, you can click the Infolet Repository icon, scroll down in the list and select Reorder Infolets.

  4. If you are done with your configuration, be sure to click Close on the Page Composer toolbar to save your changes before publishing the sandbox.

Configure Workspace Infolets

You can configure any of the 10 Workspace infolets provided by Oracle, including the six that are predefined for you.

  1. With Page Composer and your sandbox open, scroll down to the Analytics section, Sales Infolets tab, where the Workspace infolets are located.

  2. If the infolet you want to configure isn't displayed in the Sales Infolets tab, you must display it on the page. Here's how:

    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 Infolet Repository icon.
    2. Select the Workspace infolets you want to configure. If you're configuring one of the predefined infolets, and the list includes two infolets with the same name, select the second one on the list. For example, the Infolet Repository list may include two entries for My Account, My Opportunities, and so on.

      Note: Even though you set the profile to use the Workspace infolets, the older versions of the predefined infolets remain present when you make site-level configurations. These older actionable infolets are present on the list during configuration, but not displayed to users. You can recognize which infolet is which because the predefined Workspace infolets include the Workspace icon and the three dots for quick actions.

Change the Infolet Title

  1. In the right top corner of an infolet, click Actions (the down arrow) and select Edit Title and Views.

  2. Edit the title.

  3. Click Save and Close.

    Note: You can't add use the other sections of this window to configure Workspace infolets. You can't display BI reports or other content on the back of this type of infolet.
  4. If you're done with your configuration, be sure to click Close on the Page Composer toolbar to save your changes before publishing the sandbox.

Specify Which Saved Searches Appear in the Infolet

  1. In the right top corner of an infolet, click Actions (the down arrow) and select Configure.

  2. In the Manage Infolet window, Filters tab, use the arrows to move the saved searches you want to display in the infolet to the Selected column. The saved searches determine what information salespeople can display in the infolet. You aren't limited to selecting saved searches for just one object. For example, you could select Accounts: My Accounts and Assets: My Customer's Active Assets.

  3. If you're done with your configuration, be sure to click Close on the Page Composer toolbar to save your changes before publishing the sandbox.

Specify What Fields Display for Each Saved Search

Here's how to determine which fields display on the infolet for each record. You must configure each saved search you are using separately.

  1. In the right top corner of an infolet, click Actions (the down arrow) and select Configure.

  2. In the Manage Infolet window, select the Layout tab (callout 1 in the screenshot).

  3. Select the saved search you want to configure (callout 2).

  4. Add the fields you want to display (callout 3). Be sure to always display the Name field: it provides the link that salespeople use to drill down into the record.

  5. You can adjust the relative width of the columns using the slider (callout 4).

  6. Keep the Show quick actions option selected to display the actions for each record (callout 5).

    Manage Infolet window, Layout tab, highlighting
the features discussed in the text
  7. If you're done with your configurations, be sure to click Close on the Page Composer toolbar to save your changes before publishing the sandbox.

Hide Unused Workspace Infolets from Users

Remove unused Workspace infolets from use by changing their visibility. Unless you change their visibility, infolets are listed in the Infolet Repository list and available for display by salespeople even if you remove them from the page. You may want to remove the four blank infolets (Additional Actionable Infolets) if you aren't using them, for example. Here's how.

  1. With Page Composer and your sandbox open, scroll down to the Analytics section, Sales Infolets tab, where the Workspace infolets are located.

  2. Before you can change their visibility, you must expose the Workspace infolets you want to remove. Here's how:

    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 Infolet Repository icon.
    2. Select one of the Workspace infolets you want to remove. If you're removing one of the predefined infolets, and the list includes two infolets with the same name, select the second one on the list. For example, the Infolet Repository list may include two entries for My Account, My Opportunities, and so on.

      Note: Even though you set the profile to use the Workspace infolets, the older versions of the predefined infolets remain present when you make site-level configurations. These older actionable infolets are present on the list during configuration, but not displayed to users. You can recognize which infolet is which because the predefined Workspace infolets include the Workspace icon and the three dots for quick actions.
  3. In the right top corner of the infolet, click Actions (the down arrow identified by callout 1) and select Edit Visibility (callout 2).

    Additional Actionable Infolet highlighting the
Actions menu and Edit Visibility selection.
    Caution: Don't select Delete. Deleting removes the infolet entirely. If you delete an infolet by accident, you must contact Oracle Support to restore it.
  4. In the Edit Visibility window, Visible list, select No.

    Edit Visibility window with No selected for Visible.
  5. Click Save and Close.

    The Workspace infolet is grayed out on the page. The infolet remains in listed in your Infolet Repository list, but it doesn't appear to users after you publish the sandbox.

  6. If you're done with your configuration, be sure to click Close on the Page Composer toolbar to save your changes before publishing the sandbox.