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How to change Landing / Home page in V12?

  • 1.  How to change Landing / Home page in V12?

    Posted Thu August 03, 2017 08:04 AM

    Hi,

     

    I've been asked to provide users with a streamlined interface.  Ideally I would like users with different roles and permissions to have different 'landing pages'.  Alternatively, at the very least, I would need to use a bespoke landing page in place of the existing default 'Service Costing' home.  Is this possible in V12?

     

    Thanks in advance!

     

    Gareth




    #TBMStudio


  • 2.  Re: How to change Landing / Home page in V12?

    Posted Thu August 03, 2017 10:21 AM

    @Matt Temple, would you know how to do this or if not, perhaps who would?


    #TBMStudio


  • 3.  Re: How to change Landing / Home page in V12?
    Best Answer

    Posted Thu August 03, 2017 10:50 AM

    This is possible, and fairly easy.  With 12.3, which recently was released, there will be the ability to upgrade your components, which will include a new landing page and new simplified reports and navigation.  So you may want to check that out!

     

    To point to a different landing page, follow these steps:

    Go to your tables and filter on "Hidden"

     

    You should see a table called "Params"

    You will check this table out and then convert it to an editable table by navigating to the "Source" Step in the transform pipeline and then click "Enter Manually"

     

     

    In the next dialogue choose "Blank Table".  It won't wipe out the existing content, just make it editable.

    Now you can go to the table step and click in the InitialReport column and update this text to point to a new landing page.  You can just type the value in on the screen and save the change.

     

    The actual text you put in the "InitialReport" can be tricky to get right.  My recommendation is to create your landing report at the top of the report hierarchy and try just replacing the "Service Costing" text with your new report name.  Another tip, if this doesn't work, is to look at your new landing page and try to make sense of the URL text and look at everything starting with ".View".  For example this part of the report URL:

     

    ".View%253Atab%253ATBM+Review"

     

    resolves to ".View:tab:TBM Review"

     

    which informs what to enter in the "IntialReport" column.

     

    Once you save this update to the params project and check it in, your users should be greeted by your new landing page!


    #TBMStudio


  • 4.  Re: How to change Landing / Home page in V12?

    Posted Thu August 03, 2017 05:31 PM

    Cool tip @Dan Westfahl, but based on Gareth Latham's post I think he's looking to "dynamically" change the home page based on user role / permission. Think of it as though you have 3 versions of the home page...each can be accessed by different user roles.

     

    Try tackling this by leveraging visibility settings for report components in combination with auto layout.

     

    Visibility settings will permit you to display/hide a component by role.

     

    And, the auto layout will auto-adjust the position of the components displayed so users avoid large sections of white space created from the hidden components.


    #TBMStudio


  • 5.  Re: How to change Landing / Home page in V12?

    Posted Fri January 26, 2018 11:18 PM

    Has anyone tried implementing this? I have a similar use case and wondering if this was done.


    #TBMStudio


  • 6.  Re: How to change Landing / Home page in V12?

    Posted Mon January 29, 2018 08:49 AM

    Hi Manik.  The steps outlined by @Dan Westfahl worked for me in being able to get an organisational landing page.  I've also been able to tweak that for different users according to their permissions, as per @Matt Temple's suggestion.  However, it does not appear possible to direct different role users to specific, unique landing pages.


    #TBMStudio


  • 7.  Re: How to change Landing / Home page in V12?

    Posted Fri February 02, 2018 12:32 PM

    Currently there is no way to direct users to different named reports by role upon login.

    You can have different components visible to only certain roles as a current work around.


    #TBMStudio


  • 8.  Re: How to change Landing / Home page in V12?

    Posted Wed February 07, 2018 05:58 PM

    This is actually something that Farmers accomplished by using Redaction and component visibility but it's highly custom and can also be a fairly heavy load to maintain. But it is (or at least used to be) possible as Mark notes. You layer components over each other and set the visibility based on the role entering but it means creating a lot of roles. Additionally for "generic" components you have to use row level security to dynamically filter.


    #TBMStudio


  • 9.  Re: How to change Landing / Home page in V12?

    Posted Wed April 15, 2020 04:33 AM

    HI Mark, I have a similar requirement and struggling to find how I can do this. Any pointers would help?


    #TBMStudio


  • 10.  Re: How to change Landing / Home page in V12?

    Posted Tue July 24, 2018 03:20 PM

    This worked for me, thanks for the useful information.


    #TBMStudio


  • 11.  RE: Re: How to change Landing / Home page in V12?

    Posted Tue May 14, 2024 01:37 AM

    Is anyone aware of a change in the process to change the home page? I can not locate the "params" table in the only hidden report is "Currency Exchange"




  • 12.  RE: Re: How to change Landing / Home page in V12?

    Posted Tue May 14, 2024 03:55 AM

    Hi Paul, 

    I just checked the Apptio instance, and I can see the Params table, under the Hidden section. I'm guessing it could be a role related issue ?

    Varghese




  • 13.  RE: Re: How to change Landing / Home page in V12?

    Posted Tue May 14, 2024 07:45 AM

    Good idea, I checked am I am in the Admin role but thanks for thinking out side of the box :)




  • 14.  RE: Re: How to change Landing / Home page in V12?

    Posted Wed May 15, 2024 03:40 AM

    I can find the table if I filter by "params" in the project explorer, but I cannot see it in a "Hidden" section.

    In any case, we have changed already, although several years ago. We point it to a different report and then we can tailor the landing page as we see fit.

    See these two blog post for more details on this topic (User interface, link1 & Working with buttons, link2).



    ------------------------------
    Regards, Guillermo
    ------------------------------



  • 15.  RE: Re: How to change Landing / Home page in V12?

    Posted Wed May 15, 2024 12:56 PM

    I like @Paul Melican do not see the Params table in any of the projects. We are on r12.11.4 version.  I can only see the Params table in the AdminDB project of one environment.



    ------------------------------
    Tony Wong
    ExxonMobil TBM Consultant
    ------------------------------



  • 16.  RE: Re: How to change Landing / Home page in V12?

    Posted Wed May 15, 2024 09:06 PM

    Hi John,

     

    I am trying to access the links in the below e-mail but I am unable to log in to Community is there an issue with it at the moment?

     

    Kind Regards,

     

    Paul Melican
    IT Finance Business Partner

    6 Albert Street, Preston, VIC 3072, Australia

    m:   +61 418 970 368
    e:   paul.melican@chemistwarehouse.com.au

    CWRETAIL

     






  • 17.  RE: Re: How to change Landing / Home page in V12?

    Posted Wed May 15, 2024 11:01 PM

    All fixed now thank you. No idea why I had to reset my password but that fixed it.

     

    Kind Regards,

     

    Paul Melican
    IT Finance Business Partner

    6 Albert Street, Preston, VIC 3072, Australia

    m:   +61 418 970 368
    e:   paul.melican@chemistwarehouse.com.au

    CWRETAIL

     






  • 18.  Re: How to change Landing / Home page in V12?

    Posted Mon January 29, 2018 08:51 AM

    Updated my question to show the Community that @Dan Westfahl's contribution resolved it! 

     

    G


    #TBMStudio


  • 19.  Re: How to change Landing / Home page in V12?

    Posted Wed June 27, 2018 11:15 AM

    Be aware that the initialReport string is case sensitive.

    .view:tab:[customReport] will not load and may throw a server error.

    .View:tab[customReport] will load correctly.


    #TBMStudio


  • 20.  Re: How to change Landing / Home page in V12?

    Posted Mon July 09, 2018 11:11 AM

    Your knowledge and helpfulness knows no bounds, @Mike Hayes!


    #TBMStudio


  • 21.  Re: How to change Landing / Home page in V12?

    Posted Thu April 02, 2020 11:42 AM

    Be aware also that it appears the report must be a top level report and that the syntax for an R12 report (regardless of collection) is .View:[customR12Report]


    #TBMStudio