Dashboard Region Pattern Version 2.0.0.0Bookmark this pagePrint this Page
 
 
Description Bookmark this SectionReturn to Top

Dashboards are made up of small boxes that provide relevant information called dashboards regions. Dashboard regions consist of a collapsible header with a common set of actions, an optional content toolbar, and a main content area. Content is read-only and light-weight transactions implemented as dialog boxes are supported.

Dashboard regions are implemented as either Oracle Application Development Framework (ADF) taskflows or portlets (JSR-286 compliant). Portlets are required for content that must be shared across Oracle application pillars.

 
Pattern
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Dashboard Region A dashboard region is a small, self-contained section of a page with useful information or a relevant service. News, weather, and stocks are the most common examples that we see in the web portals. In Oracle Fusion Applications, dashboard regions are used to present high-level information summaries (expenses requiring approval or stalled opportunites), as well as services likes the Watchlist.
Pattern Details Pattern details describes in detail the header, header toolbar, content toolbar, content area, scrolling, resize, navigation, and lightweight transactions.
End User Personalization End users can personalize dashboard regions, as described in this section.
Implementation Options: Portlets Versus Taskflows This section covers the implementation options of dashboard regions.
 
Dashboard Region Bookmark this SectionReturn to Top

The following example denotes the structure of a dashboard region.

Dashboard Region
Figure 1. Structure of a dashboard region
Required Screen Elements
Component Type Required Components Customizable or Extendable Components
Header title
  • Disclosure icon that collapses and expands the entire region
  • Title of dashboard region (title should use headline capitalization)
NA
Header toolbar

Actions menu, Move (up, down)
Dynamically appears based on the position on the page if the region is movable. It is expected that most regions will be draggable or movable, although a team can lock a region so that the user cannot move it.

Remove icon (x icon)
Removes the region from the page. Users can add this region back by personalizing the page in Page Composer. It is expected that most regions can be removed from the page by end users and restored to the page through the Composer Catalog. However, you can also lock a region to the page so that end users cannot remove it.

NA

Content Toolbar

NA

Toolbar with actions relevant to the content. Any valid toolbar elements can be added to this area (menu, buttons, icon buttons, filters, and so on).

Typical actions are Refresh, Edit Settings, and Help (User Assistance Panel icon). These three actions appear as the right-most icons in the content toolbar, right-aligned. Other actions can be added, either left-aligned in the same toolbar or right-aligned to the left of Refresh, Edit Settings, and Help.

If the component used in the content region has a built-in toolbar (that is, a table), you can add Refresh, Edit Settings, and Help to the component toolbar instead of including two toolbars. Whether to add these actions to the component toolbar depends on overall space considerations.

Content Area

The dashboard region's main content. Any ADF component or combination can be used. Content should be read-only. Lightweight transactions that can be performed in a dialog box are allowed.

Typical content includes tables, trees, tabbed regions, graphs, and bulleted lists.

NA

Footer NA Use a More... link to link the region to the main application. Using this link requires full-page navigation. Use more explicit text for this link if the content requires it. In both cases, also provide a tooltip.
 
Pattern Details
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Header

The header describes the content of the region. Dashboard regions can be expanded and collapsed by using a disclose icon next to the header. The collapsed or expanded state is kept across sessions.

Header Toolbar

The header toolbar provides the following options:

  • Actions (menu)
    • Move Up
    • Move Down
  • Remove (x icon)

The move options appear automatically if the enclosing page allows content reordering. Users can also rearrange content on the page through drag-and-drop functionality.

The Remove option removes the region from the page. This option can be added back using the Page Composer Catalog accesible through the Customize Current Page option under the global Preferences menu.

It is expected that the users will be allowed to move and remove dashboard regions, but teams do have the option to lock these regions.

Actions menu
Figure 2. Actions menu

Content Area

The content of the dashboard regions must be read-only and leverage appropriate ADF components (tables, graphs, subtabs, text, icons, and so on). Follow general guidelines and patterns when designing the content.

Lightweight transactions can be performed without navigating away from the dashboard, but these transactions are limited to actions that can be supported through simple popup dialog boxes. Heavier transactions that require a full-page navigation to a work area can be initiated from a dashboard region (through buttons, icons, links, or toolbar actions, as appropriate) based on the general patterns and guidelines of the component being used.

Scrolling and Resizing

Dashboard regions should be designed to avoid scrolling at the target resolution. However, it is fine for scrollbars to appear when needed. Users can increase or decrease the height of dashboard regions by dragging the vertical resize handle. Users can change the width of a region by moving it to a wider column through drag-and-drop functionality.

Content Toolbar

The content may include a toolbar with standard menus or tools, as needed. Components with built-in toolbars (like tables) should leverage standard menus or tools instead of providing a separate stand-alone toolbar.

Stalled opportunities
Figure 3. Example with content toolbar that provides Edit settings, Refresh, and Help

The following content toolbar includes other actions in addition to Edit Settings, Refresh, and Help.

Events portlet
Figure 4. Sample with content toolbar with multiple actions

Navigation

Dashboard regions are launchpads to work areas; therefore, all navigation will cause a full-page refresh and in limited cases will require a new browser window.

Lightweight Transactions

Lightweight transactions can be performed without leaving the dashboard. These transactions must take place in a dialog box and follow standard dialog box guidelines.

Sample transaction
Figure 5. A sample lightweight transaction in a popup dialog box
 
End User Personalization (Optional) Bookmark this SectionReturn to Top

End users can personalize dashboard regions by using the Edit Settings action in the content toolbar (pencil icon). This action displays the needed UI in a popup dialog box. Note that not all dashboard regions need to be personalizable.

Technical note: Settings are stored in the current edit layer in Meta Data Services (MDS). At run time, MDS is set to the end-user layer and changes apply only to the current user. An administrator can also make changes that apply to a selected set of users (leveraging MDS layers) by customizing the page using Page Composer under the global Administration menu. The same dialog box is available within Page Composer; however, changes are applied to the selected MDS layer.

Required Screen Elements
Component Type Required Components Customizable or Extendable Components
Heading Use this format: Edit Settings: <Region Title> NA
Instruction text NA Follow embedded help guidelines.
Content

Relevant UI to set options

 
Action buttons

In order, from left to right:

  • Save and Close: Applies changes and closes the dialog box
  • Cancel: Aborts changes and closes the dialog box

NA


Personalization UI
Figure 6. Personalization example for Stalled Opportunities
Calendar personalization
Figure 7. Personalization example for Calendar
 
Implementation Options: Portlets vs. Taskflows
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Dashboard regions can be implemented as either portlets or taskflows. They are both encapsulated in a ShowDetailFrame component. ShowDetailFrame provides the header, the header toolbar, and the surrounding box. The portlet or taskflow provides the main content including the content toolbar.

ShowDetailFrame is a component used to render the container of dashboard regions. This component includes a collapsible header, a header toolbar, and a boxed area. This omponent also supports drag-and-drop functionality, enabling dashboard regions to be moved around the page. The use of this component is required.

ADF taskflows provide a modular approach for defining control flow in an application. Instead of representing an application as a single large Java Server Faces (JSF) page flow, you can break the application into a collection of reusable taskflows. Each taskflow contains a portion of the application's code and logic. In the context of dashboard regions, a taskflow is used to render the main content and the content toolbar.

Portlets are web components that follow an industry standard. The portlet specification defines a portlet as a "Java-technology-based web component, managed by a portlet container that processes requests and generates dynamic content." Each portlet produces a fragment of markup to appear on a page. Similar to a taskflow, a portlet is used to render the main content and the content toolbar. Application developers use a portlet when developing content that can appear remotely (in another pillar, in WebCenter, or in a third-party portal environment).

Portlets use an iFrame that introduces scrolling in the contents of any enclosed popup. Components affected by the iFrame scrolling include choicelist LOVs, calendar pickers, dialog boxes, and any component that is implemented with a CSS layer. To avoid this limitation, follow these general recommendations:

  • Use a task flow if the content appeasrs within the same pillar.
  • Use a portlet only when developing content that must appear across pillars.
  • When using portlets, make sure popups fit within the real state of the dashboard region at the target resolution.
Note: Include development in the decision as to when to use a taskflow versus a portlet.
 
 
Related Documentation
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Dashboards Covers dashboard pages that containt dashboard regions
 
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