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Home page

The Home (PP_Home) flexipage helps users quickly get started with their day by showing them important announcements as well as:

Note: The Home page in the Full App shows all of the above while the Home page in the Lite App only shows the Activities and Announcements tabs. For more information about the different offerings of Scientific Publications Cloud product, including how and why you may want to restrict certain users to the Lite App, reference Full App vs. Lite App vs. Mobile App .

Dashboard tab​

The Dashboard tab provides some high-level metrics that are calculated based on the current user's documents and tasks. The top of the tab is a Dashboard Overview that shows the number of activities that are overdue, the number of activities that are due this week, and the number of activities that have been newly added and assigned while the bottom of the tab is a Publications Tracker that shows the number of documents in each document state. When a user clicks on any of the numbers in the Dashboard Overview or the Publications Tracker, the user is taken to the Activities tab or the Publications tab, respectively, where the corresponding filter is automatically selected. Admin users can configure the appearance of the Publications Tracker, including the colors of the document state numbers, with the Publication Tracker Settings (mvn__PP_Publication_Tracker_Settings__c) field on the Pubs Global Setting (mvn__PP_Global_Setting__mdt) custom metadata type.

Activities tab​

The Activities tab shows the list of open Activity (or Task) records that are assigned to the current user. Users can switch between a list (i.e., table) view and a card view and use the buttons above the records to filter for activities that are overdue, that are due this week, that have been newly added, or that have not yet been started. Tasks that have already been approved, rejected, or canceled do not appear in this list. If a user clicked on a metric from the Dashboard tab to open the Activities tab, the corresponding filter will already be selected. Users can clear the filter by clicking All Tasks.

Out of the box, for both the list view and the card view, each Activity record shows the subject of the task, the due date of the task, the assignee for the task, the name of the related document, and the status of the document. These fields can be configured via the Home Page Task Fields (mvn__PP_Home_Page_Task_Fields) field set on the Task object. Users can click the task subject to open the Activity record and click the document name to open the Document record. Users can also mark a task complete, download the related document, and, if applicable, open the document in Microsoft 365 directly from the Activity record. Each page of the list view and card view shows up to 25 tasks.

Publications tab​

The Publications tab shows the list of Document (mvn__CM_Document__c) records that the current user is a document collaborator on. Users can switch between a list (i.e., table) view and a card view and use the buttons above the records to filter the documents by document state. If a user clicked on a metric from the Dashboard tab to open the Publications tab, the corresponding filter will already be selected.

Out of the box, for both the list view and the card view, each Document record shows the name, status, created date, and owner of the document. These fields can be configured via the Home Page Documents Fields (mvn__PP_Home_Page_Documents_Fields) field set on the Document object. Users can click either the document thumbnail or the eye icon to open a preview of the document as well as download the file to their local device and, if applicable, open the document in Microsoft 365 in a new tab. In the list view, users can also click the document name to open the Document record and click the owner name to open the User record of the document owner.

Announcements tab​

The Announcements tab shows the list of all system-wide announcements stored on the Communication (mvn__CO_Communication__c) object under the Announcement (CO_Announcement) record type, including the high-priority announcements that appear at the top of the Home page. The announcements are first sorted by priority level such that the high-priority ones appear above the low-priority ones and are then sorted in reverse chronological order so that the most recently created Communication records are closer to the top. All users can view the announcements, but only admin users can create and manage Announcement records.

The Quick Links section shows the list of links stored on the Communication object under the Resource Link (CO_Resource_Link) record type. These links can be of reference materials, informational content, or just any resources that users may find helpful or informational. Like announcements, all users can view the links, but only admin users can create and manage Resource Link records.