Content panels manager

The Content Panels page allows you to personalize the content displayed on your application home page. It provides the flexibility to create multiple tabs according to your specific requirements. With this feature, you can customize and tailor the content of each tab to suit your preferences and organizational needs.

To access the Content Panels page, click Administration > Content Panels.

Add a header script

In the Header Scripts section, you can include reference to external scripts to be included in your page.

  1. Click Header scripts to expand the field.

  2. Enter the script you want to add.

  3. Click .

Create a new tab

In the Tabs content section, you can create tabs on the home page and define the content of each one of them.

  1. Click Tabs content to expand.

  2. Click .

  3. Enter a Tab name.

  4. From the Tab type drop-down, choose the type of tab you want to add. The tab type selected determines the additional parameters you need to define. Fields for those parameters display after you select a tab type.

    The following are the tab types you can select:

    • Statusboard (only one allowed) - displays the status for each entity as far as the consolidation process is concerned.

    • Document repository - provides access to shared directories, on a read-only basis

    • Frame - makes it possible to embed an external web site into the home page. For example, provide a direct link from the application to Intercompany, a corporate portal, or a document sharing platform.

       Note:  Regarding frames, some sites (like google.com) do not allow embedding them into others and will prevent you from doing so by using some protection — displaying a blank page instead of the site content.
      For security reason, using mixed content is often blocked by browsers. Therefore, it is recommended to use the same level of security for the embedded as the one of the Financial Consolidation site. For instance, if your Financial Consolidation web site is using httpS, it is recommended using only httpS url in the frames.

    • Web page - allows you to create your own custom content using the online HTML editor.

    • Custom report - allows you to use Advanced reports as content.

    • Workflow - allows you to define a sequence of tasks that processes a set of data through a specific path from initiation to completion.

  5. For Tab visibility, select the role or roles to which the tab is visible.

  6. Click .