Landing page configuration example

Learn how to configure a landing page through an example configuration process.

Before you begin

Create a variant of your landing page. For more information, see Create a landing page variant.

Role required: sn_hr_agent_ws.admin and sn_hr_core.basic

About this task

The configuration example shows how you would configure an HR Cases closed in the last week report beside the Cases closed over the last 6 months report on a landing page.

Procedure

1. Navigate to All > HR Case Management > UI Builder for Agent Workspace for HR Case Management.
2. Select your variant.
3. Select the Editor tab if it is not already selected.
4. In the Page content panel, select Container 7.
5. In the Configuration panel, create three columns by entering 3 in the Columns field.
6. Select the more icon () beside Column 2.
7. Select Add after.
8. Select the Components tab and select Container.

   A container is an area of the page where you add information, images, or functionality (your components). You can have several containers on a page, nest containers within containers, and include several components in the containers.

9. Add a component by selecting +Add component under the container.
   This example uses Container 23.
10. Select the Data visualization component.
11. Add a data source.
    1. In the Configuration panel, select + Add data source.
    2. In the Select a source field, enter HR Case.
    3. Select the sn_hr_core_case table.
    4. Select +Add custom conditions.
    5. Add a condition with the following values:
       • Select field: Assignment group
       • Select operator: is(dynamic)
       • Enter value: One of my groups
    6. Refine the condition by selecting AND.
       You can create dependent conditions by selecting AND or OR.
    7. Add a condition with the following values:
       • Select field: Closed
       • Select operator: at or after
       • Enter value: Last week
    8. Select Add this source.
12. In the Configurations panel, expand Additional settings.
13. Add additional data to display by enabling Show metric label and Show score update time.
14. Select Save.
15. Make the variant the default landing page by changing the order of the original landing page.
    1. Select Landing page default from the drop- down list.
    2. Select the Settings tab.
    3. Enter a number greater than 0 in the Order field.
    4. Select Save.