6Infolets

This chapter contains the following:

Overview of Infolets

An infolet is a small interactive widget that gives you key information and shows you what's going on in the areas you work on. You might also find something that you need to follow up on. You can use infolets arranged in tabs in the Analytics section of your home page. If you're using a panel or banner layout, use the page control icons to use the infolets.

Here are a few things to know about infolets.

  • Infolets have a front view, and might have a back and expanded view. Use the Back View, Front View, and Expanded View icons at the bottom corners of an infolet to open these views.

  • Your current infolet view persists as the default view the next time you sign in. For example, if you viewed a back view of the infolet in your last session, you will see the same view by default in your next session.

  • Some infolets might also contain links to detailed reports. You can click anywhere in the infolet area to drill down to the detailed report.

  • You can also personalize the infolets. For example, you can move or hide them on the infolets page.

  • If you don't see infolet pages on your home page, then your administrators must have disabled them to show on the home page.

Note: Some SCM or Procurement Cloud infolets might function differently from other infolets.

Here's how an infolet page looks.

A page showing infolets.

Personalize Infolets

You can personalize the infolets on your infolets page, such as you can edit their titles and views, move them, or hide or show specific infolets on the infolets page.

Edit Infolet Titles and Views

  1. Click the Actions icon on the top right corner of the infolet, and select Edit Title and Views.

  2. Edit the infolet title, and enable or disable the infolet views.

  3. Click Save and Close.

Reorder Infolets

You can change the position of an infolet within an infolet page.

  1. Click the Infolet Repository icon, and select Reorder Infolets.

  2. In the Reorder Infolets dialog box, select the infolets, and use the arrows to reorder them.

    Tip: To select multiple infolets, press the Ctrl key, and then select them.
  3. Click Apply.

Hide or Show Infolets

To hide an infolet from an infolet page, click the Infolet Repository icon, and deselect the infolet from the list of infolets.

Tip: Alternatively, click the Actions icon on the top right corner of the infolet, and select Hide.

To show a hidden infolet on an infolet page, click the Infolet Repository icon, and select the infolet from the list of infolets.

Configure Infolets

You can configure infolets that aggregate key information for a specific area, for example, social networking or personal profile. Your users use infolets arranged in tabs in the Analytics section of the home page. Or, if it's a home page with a panel or banner layout, they use the page control icons.

If your users don't find infolet pages on the home page, you can enable them by using the Home Configuration tab in the Structure work area. Let's look at some tasks you can do to configure infolets.

  • Create infolets.

  • Add content to infolets. For example, you can add a task flow or a performance tile report, and if an infolet contains a performance tile report, then you can add a link to a detailed report in the same infolet.

    Note: In the context of infolets, a report is an analysis, not a BI Publisher report.
  • Edit infolets. For example, edit infolet content and add, change, or remove link to detailed report.

  • Delete infolets.

But before you start creating and editing infolets, here are a few things to keep in mind:

  • You can add analyses from the catalog to an infolet, but not BI Publisher reports, or other objects like filters or prompts.

  • To create or edit infolets, you must first either create and activate a sandbox, or activate an existing one. But make sure the sandbox has the Page Composer tool selected. If you want to make changes in a context layer that isn't the default layer, Site, you must create a separate sandbox just to use Page Composer in it. You can then change the context layer from Site to the other layer. For example, to create or edit infolets for a user with a specific job role, you must select the Job Role context layer.

  • You can validate your changes in the sandbox in preview mode before you publish it.

Use infolet pages to create infolets. You can create an infolet, add content to it, and link detailed reports. For some product-specific infolet pages, you can't create infolets.

  1. Activate a sandbox that has the Page Composer tool in it.

  2. Open an infolet page.

  3. Click your user image or name in the global header, and on the Settings and Actions menu, select Edit Pages.

  4. Click the Infolet Repository icon, and select Create Infolet.

    Note: If you can't find the Create Infolet menu item, it means you can't create infolets for this page.
  5. Enter a title for the infolet and set its views.

    • Specify the dimensions for the front view.

    • Enable or disable the back view.

    • Enable or disable the expanded view, and specify its dimensions. The dimensions of the front and the back views must be the same, but the expanded view must be bigger because it displays more details.

  6. Click Save and Close. You can now add content to infolets.

Add Content to Infolets

You can add content to the infolet's front, back, or expanded view. You can't add a business intelligence dashboard to an infolet because a dashboard report is generally bigger than an infolet.

  1. Select the infolet's view that you want to add content to.

    Note: To open infolet's back view, click the Back View icon on the bottom right corner of the infolet. And to open expanded view, click the Expanded View icon on the bottom right corner of the infolet's back view.
  2. Click Add Content on the infolet. You can find this button on any of the infolet's views, but only if you don't have any existing content in that view.

  3. Search and select a performance tile or a task flow, and click Add. You can browse the business intelligence (BI) catalog to find the analytics and reports that you want to add.

  4. Close the Add Content dialog box. You can now add detailed reports to the infolet.

Link Detailed Reports to Infolets

To provide detailed information about a subject matter on an infolet, you can add a link to a detailed report. After you add the link, your users can click anywhere in the infolet area to drill down to that detailed report. The detailed report doesn't replace the existing infolet content.

First, add a performance tile report to the infolet content, and then follow these steps:

  1. Click the Actions icon on the top right corner of the infolet, and select Link Detailed Report.

  2. On the Detailed Report page, click Add Content.

  3. Search and select a report, and click Add to add it to the infolet.

  4. Close the Add Content dialog box.

  5. Click Done. You can now publish the sandbox.

Publish the Sandbox

  1. Preview the infolet's front view, drill down to the detailed report, and then preview the back and the expanded views.

  2. After you made changes, click Close to leave Page Composer.

  3. Test your changes and publish the sandbox to make the new infolet available to your users.

Edit and Delete Infolets

On the infolet page, use the options available on each infolet to edit infolet content and delete infolets.

  1. Activate a sandbox that has the Page Composer tool in it.

  2. Open an infolet page.

  3. Click your user image or name in the global header, and on the Settings and Actions menu, select Edit Pages.

    Note: After you're done making changes, click Close to leave Page Composer, test your changes, and publish the sandbox.

Edit Infolet Content

  1. Click the Actions icon on the top right corner of the infolet, and select Edit Content.

    Note: To edit the infolet content of the back or expanded view, open the view and use the Actions icon on that view.
  2. Click Add Content to replace the existing content of the infolet.

  3. Search and select a performance tile or a task flow, and click Add. You can browse the business intelligence (BI) catalog to find the analytics and reports that you want to add.

  4. Close the Add Content dialog box.

Edit Title and Views

To edit title and views of an infolet, click the Actions icon on the top right corner of the infolet, and select Edit Title and Views.

Edit or Remove Detailed Report

You can edit or remove the detailed report.

  1. Click the Actions icon on the top right corner of the infolet, and select Edit Detailed Report.

  2. On the Detailed Report page, you can edit or remove the detailed report.

    • To edit, click Edit Report and make changes to the detailed report.

    • To remove, click Remove Report.

  3. Click Done.

Edit Infolet Visibility

You can show or hide an infolet on the infolet page. To edit the visibility settings of an infolet, do these steps:

  1. Click the Actions icon on the top right corner of the infolet, and select Edit Visibility.

  2. Select one of these options:

    • Yes: The infolet appears on the infolet page.

    • No: The infolet doesn't appear on the infolet page.

    • EL Expression: The evaluation of the EL expression decides whether the infolet appears on the infolet page.

Delete Infolets

To delete an infolet, click the Actions icon on the top right corner of the infolet, and select Delete.

Caution: You can't easily retrieve an infolet once you delete it. But if you have accidentally deleted any infolet, don't worry. Contact My Oracle Support at https://support.oracle.com.

You can use EL expressions to configure the visibility settings of various elements like groups, page entries, infolets, or announcements on the UI for users with specific roles. For example, you can use EL expressions to show or hide a group or page entry on the Navigator and the home page, or show or hide an infolet or an announcement on the home page. The evaluation of the EL expression decides whether these elements are displayed for users with specific roles.

Scenario

This table shows examples of how you can use EL Expressions to show or hide specific UI elements for specific users.

Who can see the group or page entries 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'])}

Here are a few things to keep in mind when you use EL expressions.

  • Use an EL expression that can be evaluated from any page because the Navigator is used on all pages. So, don't use product-specific EL expressions.

  • Don't include spaces or double quotes in EL expressions.

  • Don't copy EL expressions from a word document and paste directly in the expression editor. Doing so might introduce hidden characters in your EL expression, causing formatting issues and unexpected action. Instead, use a text editor or manually type the EL expression in the editor.

FAQs for Infolets

Why don't I see infolets in the Analytics section of the home page?

That's probably because the infolet page is hidden. Change the visibility setting of the infolet page using the Home Configuration page of the Structure work area. To open this page, click Navigator > Configuration > Structure, and then click the Home Configuration tab.

How can I rename an icon for an infolet page in the page control on the home page?

You can rename an icon for an infolet page using the Home Configuration page of the Structure work area. To open this page, select Configuration > Structure from the Navigator menu, and then click the Home Configuration tab.

What's the difference between a performance tile report and a detailed report added to the infolets content?

Performance tile report shows data in the small infolet format. When you add a performance tile report to an infolet, users can see only the summary information about the subject matter. But this report doesn't provide detailed information.

To provide detailed information about the subject matter on the same infolet, add a link to a detailed report. Users can click this link to gather more information.