Adding homepages from the page catalog

Preconfigured SyteLine-specific homepages are available in the catalog as soon as the SyteLine application is added into Infor OS Portal or Infor Ming.le.

To add a preconfigured Homepage to your Infor OS Portal or Infor Ming.le environment:

  1. From the Infor OS app menu, select Homepages.
  2. Add one homepage to use as a default, if one does not already exist.
    Note: This default Homepage, which is displayed initially when you log into Infor OS Portal or Infor Ming.le, should not contain any SyteLine widgets, because the SyteLine application must be started before the widgets are displayed.
  3. Open the SyteLine application in Infor OS Portal or Infor Ming.le.
  4. Open the Homepages app again.
  5. Click the ellipses () and select Page Catalog. Select one of the preconfigured homepages.
  6. Select one of the predefined SyteLine Homepages, such as Controller Home or Project Manager Home and click +.

    You must be authorized in SyteLine to open that “home page” form. These are the default authorization groups/roles associated with each home page:

    Homepage name Security role/group
    Controller Home Mobile Controller
    Customer Service Home Order Entry, Service
    Executive Home Mobile Executive
    Inventory Control Home Inventory
    Production Home Shop Floor Control
    Project Manager Home Projects
    Purchasing Home Purchasing
    Quality Control Home QA Process (QC widgets have different security settings - see each widget description)
    Salesperson/Sales Manager Home Order Entry
    System Administration Home System Administration
  7. Close the catalog to view your new Homepage. Verify that the widgets display as expected.
  8. If the widgets on the homepage do not display data, log out of SyteLine and Infor OS Portal or Infor Ming.le and close the browser.
  9. Log into Infor OS Portal or Infor Ming.le and open the SyteLine app again.
  10. Open your second homepage and verify that the widgets are shown as expected.
    Note: The homepages use the theme that you set in the SyteLine user preferences page.