Adding items by perspective to a page

With Oracle Portal, you can include on a page all the items belonging to a specific perspective within a content area. For example, you might want to include all the portlets associated with the Getting Started perspective on a page devoted to new hires.

If you are creating a perspective that you later plan to add to a page, be sure to select the Publish As Portlet check box on the Main tab in the Perspective Manager. Then you can add your perspective to a page directly, by completing the steps below. (If you have the proper privileges, you may want to edit the perspective and make sure this check box is selected.) The steps to add a perspective to a page vary slightly depending on whether you want the perspective to be visible to all users of the page, or just yourself.

If a perspective has not been published as a portlet, or if you're not sure, you can still add it to your page by using the generic Perspective portlet. The steps to add the generic Perspective portlet to a page vary slightly depending on whether you want the perspective to be visible to all users of the page, or just yourself.

Note

Normal security-checking is always imposed. Therefore, only those items you are authorized to see are displayed on your page, which may or may not include every item associated with the perspective.

To add a perspective to the default version of a page:

  1. If you are in the Create Page Wizard, make sure you are at the Add Portlets step (step 3 of 4).

    If you are already on the page, at the top of the page click Edit Page.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Edit.

  2. In the region where you want to add the perspective, click Add Portlets.

  3. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  4. Under Other Providers, click the name of the content area where the perspective resides.

  5. Click the perspective name.

    Note: To see a preview of the perspective before adding it to your page, click Preview next to the perspective name.

  6. Click OK to return to the Portlets tab.

  7. In the perspective portlet's header, click Edit Defaults.

  8. Change the name of the portlet, if desired, in the Display Name field.

  9. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected perspective. The portlet includes next and previous links to enable users to page through all the items that belong to the perspective five at a time.

  10. Click OK to return to the Portlets tab.

  11. Click Close or Finish to display the page or return to the Navigator.

To add a perspective to your own version of a page:

  1. If you are already on the page, at the top of the page click Customize.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Customize.

  2. In the region where you want to add the perspective, click Add Portlets.

  3. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  4. Under Other Providers, click the name of the content area where the perspective resides.

  5. Click the perspective name.

    Note: To see a preview of the perspective before adding it to your page, click Preview next to the perspective name.

  6. Click OK to return to Customize Page.

  7. Click Close to display the page or return to the Navigator.

  8. If you are in the Navigator, click the page name to display the page.

  9. In the perspective portlet's header, click Customize.

  10. Change the name of the portlet, if desired, in the Display Name field.

  11. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected perspective. The portlet includes next and previous links to enable users to page through all the items that belong to the perspective five at a time.

  12. Click OK to return to the page.

To add the Perspective portlet to the default version of a page:

  1. If you are in the Create Page Wizard, make sure you are at the Add Portlets step (step 3 of 4).

    If you are already on the page, at the top of the page click Edit Page, then click the Portlets tab.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Edit.

  2. In the region where you want to add the perspective, click Add Portlets.

  3. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  4. Under Seeded Providers, click Portal Content Area.

  5. Click Perspective.

    Perspective should now be included in the Selected Portlets list.

  6. Click OK to return to the Portlets tab.

  7. In the Perspective portlet's banner, click Edit Defaults.

  8. Change the name of the portlet, if desired, in the Display Name field. For example, you might want to change the name of the portlet to the name of the perspective you select.

  9. Next to the Selected Perspective field, click Change Perspective. Click the plus sign next to the content area that contains the perspective you want to add, then click Return Object next to the perspective itself.

    The perspective name now appears in the Selected Perspective field.

  10. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected perspective. The portlet includes next and previous links to enable users to page through all the items that belong to the perspective five at a time.

  11. Click OK to return to the Portlets tab.

  12. Click Close or Finish to display the page or return to the Navigator.

To add the Perspective portlet to your own version of a page:

  1. If you are already on the page, at the top of the page click Customize.

    Otherwise, access the Navigator, navigate to the page you want to work on, then click Customize.

  2. In the region where you want to add the perspective, click Add Portlets.

  3. Click Portlet Repository in the path at the bottom of the Available Portlets list to navigate to the root folder of the Portlet Repository, if necessary.

    Portlet Repository Path

  4. Under Seeded Providers, click Portal Content Area.

  5. Click Perspective.

    Perspective should now be included in the Selected Portlets list.

  6. Click OK to return to Customize Page.

  7. Click Close to display the page or return to the Navigator.

  8. If you are in the Navigator, click the page name to display the page.

  9. In the Perspective portlet's banner, click Customize.

  10. Change the name of the portlet, if desired, in the Display Name field. For example, you might want to change the name of the portlet to the name of the perspective you select.

  11. Next to the Selected Perspective field, click Change Perspective. Click the plus sign next to the content area that contains the perspective you want to add, then click Return Object next to the perspective itself.

    The perspective name now appears in the Selected Perspective field.

  12. To limit the number of items that are displayed in the portlet, enter the number in the Number Of Items field.

    For example, if you enter 5, the portlet contains the first five items belonging to the selected perspective. The portlet includes next and previous links to enable users to page through all the items that belong to the perspective five at a time.

  13. Click OK to return to the page.

Notes

  • If a perspective contains sub-perspectives, the sub-perspectives appear as links. Click a link to display the associated items, ordered by the folders to which they belong.

  • If you choose a perspective that is defined for a specific content area, only items associated with that perspective within the content area are displayed on the page. If you choose a shared perspective (i.e., by choosing a perspective from the Shared Objects content area), all content areas are searched for items associated with the perspective.

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