Working with Infolets - Standardized Interface

About the Infolets Interface

This topic provides details about working with the Infolets page in the default standardized interface. To learn more about the standardized interface, see About the Standardized Cloud EPM Platform Artifact Pages.

After you've created an infolets page, it is displayed in the list region on the Infolets page.

The Infolets page supports folders. Folders enable you to assign permissions to all infolets within a folder rather than assigning permissions to each individual infolet. The Infolets page uses the same folder hierarchy as dashboards and data entry forms and all artifacts and folders reside under a root folder called Library.

Note:

Only administrators can add files (for example, dashboards, infolets, forms, reports, and so on) to the Library root folder.

Viewing the Infolets Page

To view the infolets page:

  1. On the Home page, click Infolets.


    Image showing the Infolets page in the standardized interface

  2. To open an infolet, click the infolet name.

    This opens the infolet in the runtime environment.

Features of the Standardized Infolets Page

On the standardized Infolets page:

  • To search for a specific infolet, enter search criteria and the search results will display in a drop-down under the Search box. Click Enter to view the search results in the list region. Search results list all instances of infolets that include the search criteria (including folder names). Each search result displays the complete folder path. Searching inside a folder narrows the search to that folder and its subfolders.

    Note:

    • The search considers the Name, Description, and Folder columns, wherever applicable, in the search.

    • If you perform a Search and the Hide Empty Folders toggle is off, all matching folders and artifacts are displayed. If the toggle is on, only folders containing matching artifacts are displayed. Empty folders are hidden.

  • Hide Empty Folders: Hides folders that don't contain relevant artifacts for the current context. When the toggle is off, all folders are visible in the list region, including empty ones. When the toggle is on, only folders containing relevant artifacts for the Infolets artifact page are displayed.

    By default this option is off, and will reset to off each time you start a new session. The state of the toggle is retained by the page during the session and is page-specific. Navigating away from the Infolets page and returning preserves the toggle state until the tab is closed or the user logs out.

  • To refresh the infolets list, click Refresh.

  • The global Actions menu Actions icon (within the header region of the Infolets page) includes the following options:

    • Create Infolets: Creates a new infolet. See Creating Infolets.

    • Create Folder: Creates a new folder.

      Note:

      Keep in mind that newly created folders are empty and therefore will not display if the Hide Empty Folders toggle is on. New folders become visible after content is added to them, or if the toggle is switched off.

    • Assign Permission: Assigns access permissions to the selected infolets or folders. Folder permissions apply to all items within that folder, even to items that may not be visible in the list. You can assign permissions to multiple infolets or folders at one time. If no infolets or folders are selected, the global Assign Permission action assigns permissions to the Library folder.

    • Move to: If one or more infolets or folders is selected in the list region, this option moves the folder to another location in the folder hierarchy or moves an infolet to another folder.

      Note:

      All folders are displayed and are selectable in the Move interface, regardless of the state of the Hide Empty Folders toggle.

  • Each infolet line item also has an item-specific Actions menu which includes the following options:

    • Open: Opens the infolet in the runtime environment so you can view it. The infolet opens in a dynamic tab.

    • Edit: Opens the infolet in the Infolets Designer with the underlying form data.The infolet opens in a dynamic tab.

    • Delete: Deletes a folder or an infolet. The folder must be empty to delete it.

    • Rename: Renames a folder or an infolet. The folder cannot be renamed if it contains other folders.

    • Copy As: Copies an infolet with a new name. The infolet is copied to the listing directly under the original infolet.

    • Move to: Moves the folder to another location in the folder hierarchy or moves an infolet to another folder.

      Note:

      All folders are displayed and are selectable in the Move interface, regardless of the state of the Hide Empty Folders toggle.

    • Copy URL: Enables you to copy and share the direct URL for an infolet.

    • Default or Unmark: Default marks an infolet page as default and makes it accessible directly from the Home page by clicking the second infolet dot that is displayed beneath the global header on the Home page. Only one infolet page can be marked as default, and a "(Default)" prefix displays before the name of that infolet in the listing. Unmark removes the default designation from the infolet page.

    • Assign Permission: Assigns access permissions to the folder or infolet.