Widgets

These are the widgets that are available in role-based workspaces for this CloudSuite:

  • On Your Radar for a Buyer
  • Quick Actions for a Buyer
  • Purchase Priority Widget
  • Orders to Expedite for a Buyer
  • On Your Radar for a CSR
  • Required Actions
  • Important links
  • Quick actions for a CSR
  • Orders to Expedite for a CSR
  • Aged Trial Balance for an AR Credit Manager
  • Monthly Payment and Sales for an AR Credit Manager
  • On Your Radar for an AR Credit Manager
  • Required Actions for an AR Credit Manager
  • Quick Actions for an AR Credit Manager
  • Accounts Receivable by Customer for an AR Credit Manager

You can add standard widgets from the Widget Catalog to your workspace. Some widgets are product-specific, and their accessibility depends on your role and the available applications in this CloudSuite.

For information about standard widgets, see the Infor OS Portal User Guide.

For information about product-specific widgets for applications in this CloudSuite, see the product documentation.

Widget configuration

Some Distribution SX.e widgets require a company and your user ID to retrieve information from the specified company. These widgets are automatically configured, based on one of your company and user ID combinations. When you have only one user in one company, no further action is required. When you have access to multiple companies or have multiple user IDs in a company, manually configure the widgets to specify the company and user.

If you cannot configure the widgets on the role-based page that you selected from the Page Catalog, you must duplicate the page. You can create a duplicate page and then configure the widgets each time that you require information from a different company or user. Alternately, you can create a duplicate page for each company that you can access and then configure the widgets specifically for that company.

Note: Updates to standard pages are not applied to your duplicated pages. To monitor pages for updates,view the last edited date for the page in the Page Catalog.

In addition to required configurations, some widgets include optional configuration settings. Examples include the type of graph to display, the number of records to display, or the title of the widget.

Some widgets contain links to inquiry functions in Distribution SX.e. You must be signed in to Distribution SX.e for the link to work. If an image for an entity in a widget is saved in Infor Document Management, then it is displayed. Otherwise, a default icon is displayed.

To access homepages or workspaces in Infor OS Portal or Infor Ming.le, a Homepages security role must be assigned to your Infor OS Portal or Infor Ming.le user record.

For additional information, see the Infor OS Portal online documentation and the Infor CloudSuite Distribution Configuration Guide.

Note: For optimal viewing of homepages or workspaces, set the scale of your display to 125%. If you use a higher percentage, we recommend that you reduce the zoom in your browser. For Windows, you can set the scale in Display Settings > Display. For Macs, you can set the scale in System Preferences > Display.