Working with Start Experience configuration

The Start Experience refers to the pages displayed to a first-time Homepages user. This is the same experience that a user sees after deleting all pages in My Pages and logging in again. This topic describes the options for configuring one or more pages within the Start Experience so that first-time users can quickly become familiar with the Homepages content.

Infor provides content called standard pages, that may apply to a specific role, application, or CloudSuite.

Standard pages are candidates for the Start Experience. If a standard page is applicable to the user, it is selected unless other pages are configured. Standard pages are automatically added to the Page catalog. You can activate this feature in the Settings section of the Administration tool. See the "Working with settings" topic.

From the available standard pages, only one page is assigned automatically to users and only if no other pages are configured.

These settings control the pages displayed to the user:

  • Default page

    The Default page setting can have a list of pages configured. This setting applies only to users who have no pages, whether the user is a first-time user or a user who has deleted all pages in My Pages, and there is no mandatory page that applies to the user. The user is presented with all the pages in the default page configuration. A user must have the correct permission to a page for it to be added.

  • Mandatory pages

    The Mandatory pages setting enables you to provide a page from the Page catalog to all users or users with specific roles. The pages are marked as mandatory, and the user cannot remove them from My Pages. A mandatory page is always displayed as the first page regardless whether the user has pages or not. Multiple mandatory pages may be added. The mandatory page is displayed to the user depending on the user's permission. If you want users to start always with the first mandatory page, turn off the Selection of Homepage setting.

These settings allow for configuration of the Start Experience. If there are applicable mandatory pages for the user, then any default pages configured are not applied. The default page setting takes effect onlyif the user has no pages or if the mandatory pages are included in those pages.

For more information about the settings configuration for a default page and mandatory pages, see the "Page settings" topic.

To summarize, the pages presented to a new user or a user with no pages, are based on these page types:

  1. Mandatory pages
  2. Default pages
  3. Standard pages

These are exclusive so, if the user has the View permission configured for at least one mandatory page, the default page is not applied. You must decide whether to present the user with suggested pages (a default page) or mandatory pages.

For the standard pages, only one page is automatically added for the user, in this priority:

  1. Standard page for a cloud suite
  2. Standard page for an application with a security role configured
  3. Standard page for an application without a security role configured
  4. Standard page with a security role configured
  5. Standard page without additional configuration

Not all applications have standard pages. If you do not want the standard page to be part of the Start Experience, disable the Standard Pages feature in Settings. The standard pages will not be available in the catalog. If you still want to have them available, use the Create and Publish a copy actions for the standard pages in the Page catalog. See "Working with standard pages."

For the user who has existing pages, the pages are displayed in this priority:

  1. Private pages that the user created
  2. Pages added from the Page Catalog
  3. Mandatory pages are always added as the first page in the page list