Configuring Cards with Tabs from Multiple EPM Cloud Subscriptions

You can also customize cards in navigation flows to have tabular pages where each tab is an artifact from a different subscription. For example, a Planning user can click a Revenue icon which launches a card with horizontal tabs showing reports from Narrative Reporting.

Revenue card which includes horizontal tabs showing reports from EPRCS

You create tabular cards by customizing navigation flows. For general information about navigation flows, see "Designing Custom Navigation Flows" in your Administering guide.

To configure a card made up of tabs and sub-tabs from other EPM Cloud subscriptions:
  1. Launch the Navigation Flow page and create a navigation flow or edit an existing navigation flow:

    Note:

    To create a navigation flow, you must first select an existing navigation flow and make a copy of it. Then edit the duplicate navigation flow details and save them.

    1. Click Tools, and then click Navigation Flows.
    2. To create a navigation flow, select the navigation flow you want to duplicate, then in the upper right-hand corner of the page, click Actions Menu icon, and then select Create Copy. Enter a name for the navigation flow, and then click OK.

      Note:

      New flows are marked Inactive until they are activated by the administrator. To activate or deactivate a navigation flow, in the Active column, click Active or Inactive. Only one navigation flow at a time can be active.

    3. To edit an existing navigation flow, click the name of the navigation flow you want to edit.
  2. Add a tabular card with artifacts from various target subscriptions:
    1. If there is an existing card you want to add from another subscription, from the Navigation Flow page, click Add Existing Card/Cluster, select the target subscription under My Connections, and then choose the card you want to add to your navigation flow.

      Note the following:

      • Cards can't be directly selected from Narrative Reporting and Profitability and Cost Management using the Add Existing Card/Cluster option.

      • Cards that are added from another navigation flow or from another subscription will display the localized labels that were defined in the source navigation flow. To update the card labels in your navigation flow, on the Home page, click Tools, and then click Artifact Labels. See "Specifying Artifact Labels" in your Administering guide.

    2. To add a new tabular card to the navigation flow, from the Navigation Flow page, click Add Card, and then select details for the card:
      • Name—Enter a label for the card.

      • Visible—Select whether the card is visible to users on the Home page.

      • Cluster—If clusters exist, select a cluster for the card or select None.

      • Icon—Select the icon that will be displayed for the card you're creating. Choose from the available icons provided in the icon library.

      • Content—Select from the following options:

        • Page Type—Select a multiple page (tabular) format.

        • Orientation—Select Vertical or Horizontal.

  3. Add tabs and sub tabs to the tabular card:
    1. To add an existing tab, click Add Existing Tab.
    2. To add a new tab, click Add New Tab, and then edit tab details.
    3. Click Add New Sub Tab or Add Existing Sub Tab, and then edit sub tab details.
    4. For Artifact, click Choose Artifact icon to select an artifact in the Artifact Library; for example, if the artifact is a form, then select the specific form from the artifact listing. Available artifacts include forms, dashboards, and financial reports. To select an artifact from another subscription, select the target subscription under My Connections, and then choose the artifact you want to add to your tab.
    5. Repeat adding tabs and sub tabs until the card is complete.
  4. Click Save and Close.

Note:

  • For cards with multiple tabs or sub tabs, the last tab accessed by a user will be retained the next time the user accesses the card in the same session. If the user logs out and then logs back in, the default tab will be displayed.

  • Tabs or sub tabs that are added from another navigation flow or from another subscription will display the localized labels that were defined in the source navigation flow. To update the tab labels in your navigation flow, on the Home page, click Tools, and then click Artifact Labels. See "Specifying Artifact Labels" in your Administering guide.

You must reload the navigation flow to view your design time changes. To reload a navigation flow, click the down arrow next to your user name. Then on the Setting and Actions menu, click Reload Navigation Flow.


Reload Navigation Flow on the Setting and Actions menu.

If you can't see your referenced artifacts after reloading the navigation flow, see Why Is My Referenced Card, Tab, or Cluster Not Visible?