Create custom app tile for OTBI Dashboard

MarkS

We created a dashboard that is used by Recruiters. They access this by going to Tools → My Reports → and navigating to the appropriate tab. I was wondering if it is possible to create a custom app tile for an OTBI dashboard where the Recruiters can click on that takes them to this dashboard. If so, where would I find documentation to create this?

Riyaz Ali-Oracle

Please mark this thread as "Accepted answer", So that it will be useful for others.

Riyaz Ali-Oracle

You can create a custom app tile for an OTBI dashboard to make it more accessible for recruiters. Please review the below doc:

https://docs.oracle.com/en/cloud/saas/otbi/otbi-user/create-your-first-dashboard.html

https://community.oracle.com/customerconnect/discussion/613445/how-to-add-dashboard-or-otbi-analysis-on-navigator-or-springboard-home-page

MarkS

@Riyaz Ali-Oracle Thank you. The video is a little outdated, but I think I'm able to follow.

I did not see where to add the security. We only want this tile to show for those who have a specific security role, i.e. "Recruiter View All". I saw that you can set permissions up under "Duty" role when creating a page, but I'm only created a tile and not a new category. Thanks in advance for your help.

Riyaz Ali-Oracle

Steps to Restrict Tile Visibility by Security Role:

1. Use the Page Integration Wizard

When creating the tile, use the Page Integration Wizard to generate a security code.
This security code can be linked to specific roles.

2. Assign the Tile to a Specific Role

Navigate to Structure > Tools > Configuration.
Locate the tile and edit its security settings.
Assign it to the "Recruiter View All" role.

3. Verify Role-Based Access

Ensure that the Recruiter View All role has access to the dashboard.
If needed, adjust the privileges under Security Console > Roles.

Check below links:

OTBI Dashboard Usage Via Tile — Cloud Customer Connect
How to add Dashboard or OTBI analysis on Navigator or Springboard (Home page) — Cloud Customer Connect

Riyaz Ali-Oracle

Steps to Restrict Tile Visibility by Security Role:

1. Use the Page Integration Wizard

When creating the tile, use the Page Integration Wizard to generate a security code.
This security code can be linked to specific roles.

2. Assign the Tile to a Specific Role

Navigate to Structure > Tools > Configuration.
Locate the tile and edit its security settings.
Assign it to the "Recruiter View All" role.

3. Verify Role-Based Access

Ensure that the Recruiter View All role has access to the dashboard.
If needed, adjust the privileges under Security Console > Roles.

Check below links:

https://community.oracle.com/customerconnect/discussion/706845/otbi-dashboard-usage-via-tile

https://community.oracle.com/customerconnect/discussion/613445/how-to-add-dashboard-or-otbi-analysis-on-navigator-or-springboard-home-page

MarkS

@Riyaz Ali-Oracle Can I use EL expressions?

MarkS

I was able to figure it out. Thank you for your help.

Riyaz Ali-Oracle

Steps to Restrict Tile Visibility by Security Role:

1. Use the Page Integration Wizard

When creating the tile, use the Page Integration Wizard to generate a security code.This security code can be linked to specific roles.

2. Assign the Tile to a Specific Role

Navigate to Structure > Tools > Configuration.Locate the tile and edit its security settings.Assign it to the "Recruiter View All" role.

3. Verify Role-Based Access

Ensure that the Recruiter View All role has access to the dashboard.If needed, adjust the privileges under Security Console > Roles.

Check below links:

OTBI Dashboard Usage Via Tile — Cloud Customer ConnectHow to add Dashboard or OTBI analysis on Navigator or Springboard (Home page) — Cloud Customer Connect

MarkS

@Riyaz Ali-Oracle Thanks. I was able to use EL expressions.