Navigation & Themes Flashcards
To review navigating the CX environment and explore the different themes that are standard with the application subscription.
What icons are consistent between themes?
- The Navigator
- The home icon
- The favorites icon
- The Notifications icon
- The Settings & actions
What are favorites?
Records a user has marked for easy navigation.
What are notifications?
Application events configured to notify you.
Ex: Approvals, Announcements, Required Actions, etc.
What is the Worklist?
A handy interface that lists all of your tasks.
How do you access the Worklist?
Click “Show All” in the notifications, then click “Worklist”
What is the settings and actions list?
A provided list of actions available to the signed in user.
Describe the 3 areas of the home page.
- Quick Actions/ Springboard: a list of common actions a user can perform
- Application Areas: a list of pages for specific content areas.
- Infolets: Small containers that provide quick views of important information.
What is a landing page?
The page a user is directed to after navigation to an application page. Use landing pages to search for or create records, then drill down for more details.
What is a creation page?
They are the pages shown when you create a record
What are the two types of landing pages?
- Work Area
- Work Area powered by Adaptive Search
What is adaptive search?
The newer search technology being utilized in Fusion applications. Most objects will navigate users to work areas powered by adaptive search.
What is a Details Page?
Details Pages provide more detail on a specific record. They contain more fields & subtabs with additional information.
What is the default theme for Redwood?
Newsfeed
What are the three default themes available in the standard offering?
Newsfeed, Panel, Banner
Can you make your own themes?
Yes
What does the theme control?
The look & feel of the application.
The Logo & background image/ color.
Text color and Font.
Icon shapes and colors.
Colors on pages and buttons.
What is the Structure Page?
An admin only page, where an admin can select which pages are visible on the springboard, and build advanced expressions to determine when they’re visible.
How do you get to the Structure Page?
You must be in the Sandbox environment, then navigate too Configuration, and then click structure.
What can be done on the Structure Page?
- Create a new navigation group.
- Change the order of the displayed navigation groups
- Change a page’s navigation group
- Use Expression Language to conditionally show or hide a page
- Create of edit Quick Actions for an application area.
What are some of the user enabled personalization?
Accessibility, Password, Language Preferences, Photo, personalize the springboard
Describe the click path for resetting a user’s personalization
In the sandbox environment: Navigate to Configuration > Application Composer. On the left, under Common Setup, select Personalization. Search for the user by name or username, select the user and reset their personalization
