Modify Actionable Infolets
As an administrator, you can choose to modify or remove existing predefined fields (attributes) or select additional user-defined attributes to display on actionable infolets for salespeople. You can apply different setting for salespeople by role or at the site level.
If you want to modify the My Tasks and My Appointments actionable infolets, then the Date, Time, and Subject attributes must be noneditable. This means that the drill-down option isn't available on these fields.
Salespeople can improve their sales performance tasks by prioritizing tasks and using filters. Record-count filters selected by salespeople take precedence over the record count setting that you specify. For example, if you set 10 as the record count for the My Tasks actionable infolet, and if the salesperson selects the Overdue Tasks filter, then 10 records, if applicable, are displayed.
Salespeople can also view a graphical representation of the actionable infolets. The summary charts display data based on the selected filters.
Before You Modify the Infolets
Before modifying the predefined actionable infolets, do the following:
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Understand the typical workflows for working with runtime application changes.
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Ensure that you can modify the infolet by checking if the Edit Pages menu item is available in the Settings and Actions menu available from the global header region. Click your user image or name in the global header to open the Settings and Actions menu. If the menu item isn't available, then you can't modify the page.
Note: Actionable infolets are secured through the "View Sales Homepage pagination dot one" and the "View Sales Representative Dashboard" privileges. Ensure users have these two privilege. For more information, see the Securing Sales and Fusion Service and Security Reference for Sales and Fusion Service guides on Oracle Help Center. -
Confirm that your privilege is sufficient for modifying the page.
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Create or activate an existing sandbox.
When configuring actionable infolets, make sure the sandbox has only the Page Composer tool selected. If you want to make changes in a context layer other than the default Site layer, you must create a separate sandbox and use only Page Composer in it. You can then change the context layer from Site to other layers. For example, to create or edit infolets for a user with a specific job role, you must select the Job Role context layer.
Edit Actionable Infolet Visibility
Actionable infolets are available to predefined roles. However, you can set the availability of actionable infolets so that they become visible to other user-defined roles by editing the visibility settings for the infolet:
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Navigate to the actionable infolets page.
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Click your user image or name in the global header region to open the Settings and Actions menu, and select Edit Pages.
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Click the infolet repository (gears) icon and select the check box next to the actionable infolet you want to make available.
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Click the Actions icon on the top right corner of the infolet, and select Edit Visibility.
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Select one of the following:
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Yes: The actionable infolet is available for selection in the infolet repository.
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No: The actionable infolet isn't available for selection in the infolet repository.
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EL expression: The evaluation of the EL expression decides whether the actionable infolet is available from the infolet repository. The predefined expression is
#{securityContext.userInRole['ORA_ZBS_SALES_REPRESENTATIVE_JOB,ORA_ZBS_SALES_MANAGER_JOB,ORA_ZBS_SALES_VP_JOB,ORA_MKL_SALES_LEAD_QUALIFIER_JOB']}
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Edit the EL expression to suit your requirements.
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Click Save and Close when you have finished making the changes.
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Verify your changes and publish the sandbox.
Modify Actionable Infolet Attributes
You can select and replace any of the predefined attributes that are displayed on the actionable infolets with alternate available attributes of your choice.
This table shows the attributes that you can modify and represents the order as they appear on the UI.
Actionable Infolet |
Attributes |
---|---|
My Tasks |
|
My Appointments |
|
My Accounts |
|
My Opportunities |
|
My Leads |
|
Here's how to modify the attributes of an actionable infolet:
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Ensure that you're working in an active sandbox.
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Navigate to the actionable infolet that you want to modify.
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Click your user image or name in the global header region to open the Settings and Actions menu, and select Edit Pages.
The Edit Pages window appears.
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Select one of the following:
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Site to make your changes available to everyone.
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Job Role to target a specific job role you select from the list.
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From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.
The My Opportunities actionable infolet screen is displayed with the predefined fields selected.
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From the Layout tab, select the attributes that you want to edit from the respective drop-down lists.
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Set and adjust the two-column table widths in percentage terms by sliding your mouse along the Column Width ruler.
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Make the changes that you want to the attribute and select another attribute to edit, if required.
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In the Drill Down Field, select the item that you want to use for drilling down to the detail page of the opportunity object.
Tip: If dynamic choice list fields are added to actionable infolets, then the drill-down capability is automatically enabled.This table shows the field names and associated attribute names that you can select for drill-down for each of the actionable infolets:
Actionable Infolet
Drill Down Field
Attribute
My Opportunities
Name
Amount
Close Date
Sales Stage
My Leads
Lead Name
Rank
My Accounts
Name
Primary Contact
Primary Address
My Appointments
Subject
Primary Contact Address
My Tasks
Subject
Primary Contact
Type
Due Date
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Click Save and Close when you have finished making the changes.
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Verify your changes and publish the sandbox.
Modify Record Counts
You can also change the predefined number of records to display on the infolet. By default, 10 records display. You can change the default to 10, 20, 25, or 30, as required.
Here's how to modify record counts for an actionable infolet:
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Ensure that you're working in an active sandbox.
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From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.
The My Opportunities actionable infolet screen is displayed.
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From the Record Count tab, select the number of records that you want to display on the infolet from the drop-down list.
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Click Save and Close.
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Verify your changes and publish the sandbox.
Modify Filters
Filtering reduces the number of searches required to view any outstanding items that might require attention. For example, you can choose to select or hide predefined filters that you want to make available on the actionable infolets.
You can show or hide filters, rearrange filters, and add custom filters. You can multiselect and double-click filters in the Available list to move them to the Selected list. You must select at least one filter for the actionable infolet filter list.
You can include saved searches created in Workspace as filters to quickly access relevant records by selecting the Include Workspace Saved Searches check box. It's deselected by default but when selected, all the Workspace saved searches associated with the specified object appear as filters for your actionable infolet. For more information, see the related topic Switch Actionable Infolets to Use Workspace Saved Searches as Filters available from the Getting Started with Your Sales Implementation on Oracle Help Center.
To access a different set of data, create a new saved search in Workspace and then expose the relevant saved search in the Actionable Infolets UI. Selecting available Workspace saved-search filters allows for a more dynamic, effective, and targeted view of the records that salespeople want to update and take immediate action on.
This table shows the filters that you can modify.
Actionable Infolet |
Filter |
Filter Description |
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My Tasks |
|
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My Appointments |
|
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My Accounts |
|
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My Opportunities |
|
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My Leads |
|
|
Here's how to modify the filters of an actionable infolet:
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Ensure that you're working in an active sandbox.
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Navigate to the actionable infolet that you want to modify.
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From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.
The My Opportunities actionable infolet screen is displayed with the predefined fields selected.
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From the Filters tab, select the filters that you want to modify.
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Click Save and Close when you have finished making the changes.
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Verify your changes and publish the sandbox.
Modify Quick Actions
You can navigate to the relevant areas in your sales process where you can perform quick actions at the record level. For example, you can easily complete or defer tasks without having to drill down to view the record, or you can accept or reject new leads at the click of a button.
You can show or hide actions, rearrange actions, and add custom quick actions. You can multiselect and double-click any quick actions in the Available list to move them to the Selected list. However, you must select at least one action for the actionable infolet quick actions list.
This table shows the quick actions that you can modify and represents the order as they appear on the UI.
Actionable Infolet |
Quick Actions |
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My Tasks |
|
My Appointments |
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My Accounts |
|
My Opportunities |
|
My Leads |
|
Here's how to modify the quick actions of an actionable infolet:
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Ensure that you're working in an active sandbox.
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Navigate to the actionable infolet that you want to modify and make sure that the infolet displays in expanded view.
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From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.
The My Opportunities actionable infolet screen is displayed with the predefined fields selected.
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From the Quick Actions tab, select the quick actions that you want to modify.
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Click Save and Close when you have finished making the changes.
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Verify your changes and publish the sandbox.