How to Create Modify Hide Delete Infolets

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How to create / modify / hide / delete infolet a. Create Infolet 1. Activate sandbox to create / modify / hide / delete the infolet 2. Moved to last page of UI and you will see icon of “Infolet Repository”. Click on the icon.

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How to Create Modify Hide Delete Infolets

Transcript of How to Create Modify Hide Delete Infolets

Page 1: How to Create Modify Hide Delete Infolets

How to create / modify / hide / delete infolet

a. Create Infolet

1. Activate sandbox to create / modify / hide / delete the infolet

2. Moved to last page of UI and you will see icon of “Infolet Repository”. Click on the icon.

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3. Create on “Create Infolet”

4. Give all required detail for the new infolet, dimension can be set as per report data.

5. New infolet “Test Infolets” has been created and add the report to this infolet

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6. You will see report into newly created infolet

7. Publish the sandbox to make active infolet on home page

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8. Click on Sandbox hyperlink and click on “More”

9. Click on Publish

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10. Close the customization window and you will see new Infolet on the home page.

b. Modify1. Activate sandbox and navigate to customize work area pages

Click on Edit Content, you can change the infolet report

c. Delete1. Click on Delete as shown below, it will delete the respective infolet

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d. Hide1. There are couple of ways to hide a infolet:

o Individual Hide: There is an Action button on top right corner of each infolet. You can select Hide from drop down, it will Hide respective infolet.

o Multiple Hide: There is an icon on last UI of home page, click on the icon. De-select infolets which you want to hide.

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