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Developing With Infolets

Richard Bingham
Senior Development Manager

Infolets are new in Release 10 and can be found on the built-in dashboards, often accessed by a dot on the top of the page (signifying a second page). Being founded on a single technical architecture their initial use in HCM Cloud and Sales Cloud will most likely expand to other product families in future releases, and as such this article reviews tips-and-techniques on developing with this  exciting capability.

Views

The first thing to note is that there are three main infolet display or "View" types. You can choose which to implement, and against each you'll configure a different BI report (usually via BI Analytics). The three types are:

  • Front/Back View - used to show aggregated figures or indicative colored icons. This is for 'at-a-glance' type data, often highlighting business exceptions than need attention.
  • Expanded View - used to show more detailed charts and graphs to show outliers and trends. These are normally drill-enabled (done nside BI).
  • Details View - used to show underlying tables of data, commonly as BI dashboards.

The screen below shows at the left bottom of this Back View tile a blue back-arrow which returns the user to the Front View of the tile. On the right bottom corner you'll also notice an Expanded View icon. The orange down arrowhead on the top right is an editing menu.

Sandboxes and Roles

When editing the out-of-the-box infolets, you'll need to be working in a Sandbox. As such all changes will need to be published before being accessible to users. One gotcha to note is that changes to infolet definitions are maintain
within a sandbox, however changes to the underlying BI reports and
analytics are outside the sandbox and are therefore immediately live.

Whilst there are no specific roles controlling their use, to edit and create your infolets you will need to have the standard customization privileges. If they are missing from your environment, ensure you are on Release 10 or later and that you have enabled infolets under the Set System Options dialog found under the Structure page of the Administration global menu.

View Sizes

You'll need to be aware of the space available within the infolet views to convey your important information to your users. Infolets are available in eight sizes as shown on the dimensions pop-up screenshot below.

The sizing numbers used in this popup are simply relative numbers and as such when creating reports and analytics you'll need a reasonable idea of what these translate to. To save you some time we went through a trail-and-error exercise to determine the maximum sizes, in pixels, each infolet dimension can accommodate. As shown below our SizeTester report just used a purple square with a green border and we set the size using the tile properties. From this we refreshed the infolet until the tile fitted perfectly.

The resulting table gives a record of our findings, stating the maximum sizes, in pixels, each pane size can show. Hopefully this proves useful as you design and create your own BI analytics to expose as infolets.

 

Infolet Size Width Height
1x1 135 135
1x2 335 135
1x3 520 135
2x1 130 300
2x2 330 300
2x3 520 300
3x1 145 485
3x2 330 485
 

 

Demonstration

If you are considering editing existing infolets please take a look at this video, however for more detailed steps used to create a new infolet and the associated BI analysis, then please play the following embedded video. All videos are available from our extensive YouTube library.


 

To read more about customizing infolets check out the Release 10 Common Applications documentation here.

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