for an Invoke an HTTP Request only In the Request box, select one of the Click OK. Move the mouse pointer over the Options button for the column or hierarchy level In the Primary Interaction box in the Column Heading area To add one or more
3. for an Invoke an HTTP Request only In the Request box, select one of the
following options: ■ Get — Invokes the URL as an HTTP GET request. ■ Post — Invokes the URL as an HTTP POST request.4. for an Invoke Agent action only In the Execute for Recipients box, select the
scope of recipients. For example, if you want the recipients to be the same as the recipients of the selected agent, then select Of Specified Agent. 5. optional for a Navigate to Web Page or an Invoke an HTTP Request action To define parameters for the action, then click Define Parameters to display the Define Parameters list. 6. Define the parameters as appropriate: Navigate to E-Business Suite In the Define Parameters list, define these mandatory parameters: ■ FunctionCode — The name of the function that relates to the target E-Business Suite form, for example, GLXIQJRN ■ ConnectionPool — The name of the connection pool for the Oracle E-Business Suite database in the Oracle BI repository, for example, EBS12 You can also define optional parameters for passing the context from Oracle Business Intelligence to EBS forms. For information on defining parameters, see the steps for defining parameters in this procedure. For information on integrating with Oracle E-Business Suite security, see Oracle Fusion Middleware Integrators Guide for Oracle Business Intelligence Enterprise Edition. Navigate to Siebel CRM In the Define Parameters list, define these mandatory parameters: ■ View — The name of the view that contains the record to which to navigate, for example, Opportunity List View. ■ Applet — The name of the parent applet in the view that contains the record to which to navigate, for example, Opportunity List Applet. ■ Pass Value — The row number of the record to which to navigate, for example, 3SIA-2O5VU. Generally, if you are adding this type of action to an analysis as an inline action, you use a column in the analysis criteria to set the value of Pass Value. To do so, click the Change type of value button, select Column Value , and then click the Column Value button and select the column. For how to determine the name of the view, applet, and record row number, see your Siebel CRM application documentation. For information on defining parameters, see the steps for defining parameters in this procedure. Table 10–2 Cont. First Step by Action Type Action Type What You Do Working with Actions 10-13 ■ To add a parameter, click the Add Parameter button. A new parameter row is added to the Define Parameters list. Note that the Add Parameter button is not available for all action types. ■ for an Invoke Server Script action only To pass the delivery content or the results of the analysis on which the agent condition is based to the script, click the Add Document Parameter button. A new document parameter row is added to the Define Parameters list. ■ Specify the column values for each parameter: – In the Name column, if you are creating a new parameter, then enter the name of the parameter. Use a name that is unique within the action. This column is not available for all action types. – In the Prompt column, if you want the user to provide the parameter value, then enter the prompt to display to the user. – In the Value column, to provide a parameter value, then enter or select the value. If you want the user to specify the value, then leave this field as is. – In the Fixed column, specify whether to allow users to see but not set the parameter. This column is not available for all action types. – In the Hidden column, specify whether to hide the parameter from users. This column is not available for all action types. – In the Optional column, specify whether the parameter requires a value before the action can be executed. 7. optional Customize information displayed to the user when the action runs:a. Click Options to display the
Action Options dialog . b. Specify the customization that you want.c. Click OK.
This functionality is available only for actions where it is appropriate to display information to users.8. Click OK.
If you are creating a named action, then a dialog is displayed where you specify the information for saving the action. Adding Actions to Analyses You can add one or more actions to a column heading, column value, or hierarchy level value in an analysis. When you add an action to a column heading, column value, or hierarchy level value, you add the action by using an action link. When an analysis that contains one or more action links is presented to users in a pivot table, table, map, graph, or gauge, users can click a link to run the associated action. For more information on action links, see What Are Action Links and Action Link Menus? To add one or more actions to an analysis: 1. Edit the analysis to which you want to add one or more actions. 10-14 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition2. Move the mouse pointer over the Options button for the column or hierarchy level
to which you want to add one or more actions and select Column Properties or Hierarchy Level Properties . The Column Properties dialog is displayed. 3. Click the Column Properties dialog: Interaction tab .4. In the Primary Interaction box in the Column Heading area To add one or more
actions to a column heading or the Value area to add one or more actions to a column value or hierarchy level value, select Action Links to display the Action Links area. 5. To add an action that has been saved as a systemwide default for the column or level, click the Add Action Link button and select the action. For more information on saving systemwide defaults for a column or level, see Column Properties dialog . 6. To add a new action: ■ If one or more actions have been saved as systemwide defaults for the column or level, then click the Add Action Link button and select New Action Link. ■ If no actions have been saved as systemwide defaults for the column or level, then click the Add Action Link button. The New Action Link dialog is displayed.7. In the Link Text field, enter the text to display as the link to execute the associated
Parts
» Oracle Fusion Middleware Online Documentation Library
» Click Sign In. One of the following pages depending on what has been
» Click OK. Oracle Fusion Middleware Online Documentation Library
» Navigate to the analysis to edit and click the Edit link. The analysis is displayed in
» Click Done. Oracle Fusion Middleware Online Documentation Library
» To set the properties of the table or pivot table, click the Table View Properties or
» Click OK. To set the properties of the gauge view, click the Edit Gauge Properties on the
» Specify the appropriate options in the dialog, and click OK.
» In the View for Text Delivery box, select the compound layout to which you Click OK.
» In the Primary Interaction box in the Value area, select Send Master-Detail Click OK. Click OK.
» Click OK. Navigate to the dashboard to edit and click the Edit link.
» Click the Save toolbar button.
» Click the Page Options toolbar button on the dashboard page and select Edit Click OK.
» Click Tools and then select Publish Page to Dashboard. Click OK.
» Click the Page Options toolbar button on the dashboard page and:
» Click OK. Select the named filter and click the Add More Options button. The Click OK.
» When the calculated item or group is complete, click OK.
» Click OK. The prompt is displayed in the
» Create a new dashboard or open an existing dashboard and click the Edit
» Click the Import Formatting toolbar button.
» Click the More link for the agent and select one of the following options:
» Click OK. Click the Subscribe to RSS feed button located to the left of the Clear All
» Click the Create New Action button displayed as the Add New Action button in
» Click the Create Initiative toolbar button or right-click and select Create Click Save.
» Click Save. Oracle Fusion Middleware Online Documentation Library
» If you made any changes, then click Save.
» Click Search. Oracle Fusion Middleware Online Documentation Library
» Perform a task: Oracle Fusion Middleware Online Documentation Library
» In the Action menu, tap Add to Favorites.
» In the Action menu, tap Run Agent.
» Click the button that is labeled Update or a similar name that indicates that write
» Click OK to close the Preferences dialog.
» Press CTRL+ALT+G to display the Skip to Content link.
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