Specifying the content of the custom budgeting and planning widget

You can use Infor OS Portal widgets with custom Infor EPM applications. If you want to use Application Studio reports in widgets, we recommend that you read "Designing for Dashboards and Homepages or Workspaces".

The Infor EPM custom budgeting and planning widget can be configured as a navigation widget which shows a single report or a content of a folder. A navigation widget can be used in both the default and banner areas.

When you click a report in the navigation widget, the report is displayed, replacing the list of folders and reports. You can thus use navigation widgets to guide users from, for example a summary report to reports showing greater detail.

  1. In Infor OS Portal, add the custom budgeting and planning widget from the widget catalog.
    1. Click Edit. Then click Add Widget.
    2. Select the widget to add and click the Add Widget icon.
    3. Close the widget catalog.
      The widget is displayed in Editing mode. You can change the size and position of widgets by dragging their handles.
    4. Click Save.
  2. Click the menu icon in the widget and select Configure.
  3. Specify this information:
    Title
    To change the title of the widget, click the padlock icon to make the Title field editable.
    Application
    Select the application to which the content of the widget belongs.
    Note: This field is displayed only if there are several custom budgeting applications. That is, if there are multiple instances of the application running in Infor OS Portal.
    Content Connection unique name
    Specify the unique name of the content connection.
    To find the unique name of a content connection, click the Settings icon in Dashboards and select Content Connections. Then click the Edit icon of the content connection.
    Note: The content connection unique name is case-sensitive.
    Report or folder unique name
    Specify the unique name of an Application Studio report, or of a folder.
    To find the unique name of a report or folder in Application Studio, click the report or folder in the report catalog and click the Show currently selected object properties icon.
  4. If you do not see all fields, it means you picked an already configured published widget. To reset the widget configuration, click Cancel. Then click the menu icon and select Reset.
    The widget becomes configurable.
  5. Click Save.