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How To Create Modify Hide Delete Infolets

This document provides instructions for creating, modifying, hiding, and deleting infolets. It explains how to activate a sandbox, navigate to the infolet repository, create a new infolet by providing required details, add a report, publish the sandbox, and view the new infolet on the home page. It also describes how to modify an infolet by editing its content in the sandbox, delete an infolet by clicking delete, and hide individual or multiple infolets.

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nitinjain2020
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
408 views

How To Create Modify Hide Delete Infolets

This document provides instructions for creating, modifying, hiding, and deleting infolets. It explains how to activate a sandbox, navigate to the infolet repository, create a new infolet by providing required details, add a report, publish the sandbox, and view the new infolet on the home page. It also describes how to modify an infolet by editing its content in the sandbox, delete an infolet by clicking delete, and hide individual or multiple infolets.

Uploaded by

nitinjain2020
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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How to create / modify / hide / delete infolet

a. Create Infolet
1. Activate sandbox to create / modify / hide / delete the infolet

2. Moved to last page of UI and you will see icon of Infolet Repository. Click on
the icon.

3. Create on Create Infolet

4. Give all required detail for the new infolet, dimension can be set as per report
data.

5. New infolet Test Infolets has been created and add the report to this infolet

6. You will see report into newly created infolet

7. Publish the sandbox to make active infolet on home page

8. Click on Sandbox hyperlink and click on More

9. Click on Publish

10. Close the customization window and you will see new Infolet on the home page.

b. Modify
1. Activate sandbox and navigate to customize work area pages
Click on Edit Content, you can change the infolet report

c. Delete
1. Click on Delete as shown below, it will delete the respective infolet

d. Hide
1. There are couple of ways to hide a infolet:
o Individual Hide: There is an Action button on top right corner of
each infolet. You can select Hide from drop down, it will Hide
respective infolet.

Multiple Hide: There is an icon on last UI of home page, click on the


icon. De-select infolets which you want to hide.

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