1. Implementing Sales
  2. Configure Workspace Infolets

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.