Homepages, workspaces, and widgets
Standard, role-based pages are available on the homepages view in Infor Ming.le or the workspaces view in Infor OS Portal. Each homepage or workspace includes widgets that can assist you in performing tasks and resolving issues.
The Welcome page is the first page available on the homepages or workspaces view for all users. It includes the Onboarding widget from which you can access information about the real-time value of role-based pages, customizable widgets, actionable data, and analytics. You can also watch tutorials about homepage or workspace use and administration, embedded analytics, APIs, and more. Links to additional videos and the CloudSuite Distribution documentation are also provided.
Additional homepages or workspaces that are based on specific roles, such as customer service or purchasing, are available from the Page Catalog. Each homepage or workspace includes widgets that can assist you in performing tasks and resolving issues. You can also create private homepages or workspaces and include widgets that you select from the Widget Catalog.
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|user ID combinations. If you only have access to one company, no further action is required. If you have access to multiple companies or have multiple user IDs in a company, then you must manually configure the widgets to specify from which company the information is retrieved and for which 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 for a different user. Alternately, you can create a duplicate page for each company that you can access and then configure the widgets specifically for that company.
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.
To view homepages or workspace and widgets in French Canadian or Spanish, select French (Canada) or Spanish (Argentina) as your default language in Infor OS Portal or Infor Ming.le .
For additional information about homepages or workspaces and widgets, see the Infor OS Portal online documentation and the Infor CloudSuite Distribution Industry Content User Guide.