One great new feature which came out recently in the Oracle EPM Cloud is the ability to download direct links to any EPM Cloud navigation flow card or cluster. This includes links to both the default cards and custom cards and clusters which you have created. Task lists can now be super simple for the end user. Instead of a War and Peace list of instructions on how to navigate to User Preferences or how to open up Data Integration just give them a direct link!
How to access the EPM Cloud direct links?
Login to your EPM Cloud instance. In the top-right click on the down arrow next to your username and click on ‘Export URLs’:
This will download a .CSV file which is pipe delimited:
Adding the URL to a Task List
You can add any number of task list URL links to aid the end users. Some very useful ones could be User Preferences and Variables for a brand-new roll-out.
You can copy the URL and paste it into a URL type task list, here I’ll use the User Preferences card:
The task will look like this in their Task List:
Clicking on the task list will open up the cluster/card/tab in a new browser tab:
Here’s another example with Data Integration. Copy the Data Integration URL from the downloaded file:
Create your task list item:
Click on the task list and the Data Integration card opens up directly in a new browser tab. If you added instructions to the task list it also means the user can navigate back and forth between the tabs to read the instructions associated with the task.
Here is a link from the EPM Cloud youtube channel which demos how this functionality can also be used to streamline the user experience across the Oracle suite by embedding EPM content into Oracle ERP and Oracle NetSuite: https://www.youtube.com/watch?v=qJirlSZpTq4
In the next post we'll make things even slicker with a little touch of Groovy and the REST API.
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