Setting up App tiles on dashboards

Table of Contents

• Introduction
• Use cases for App tiles
• Permissions around App tiles
• Salesforce CRM tile
• Workday tile
• JIRA tile
• Google Calendar tile
• Outlook Calendar tile
• ServiceNow tile

Introduction

App tiles allow you to integrate some of your org's most commonly used applications right on the home or site dashboard of your Simpplr intranet. As of the 24.05 release, Simpplr offers six pre-built app tiles, including:

• Salesforce CRM
• Workday
• JIRA
• Google Calendar
• Outlook Calendar
• ServiceNow

This feature is currently available non-EU customers, and will be available to EU customers in an upcoming release.

Use cases for app tiles

Application	Use case
JIRA	View recent, applicable JIRA tickets in the intranet tile
Salesforce	Show the same tabular Salesforce report to all users or allow users to view their own reports in the intranet tile
Workday	Display each user's applicable Workday inbox or display Workday job postings in the intranet tile
ServiceNow	Allow users to connect their ServiceNow accounts to view their recently updated tickets in the intranet tile
Calendar (Google and Outlook)	Allow users to connect their Google/Outlook Calendar accounts to view upcoming events from their primary calendars in the intranet tile

Note:

When connecting at the user level, Simpplr will not override permissions from any of these applications. In other words, no user will see items they do not have access to. If an intranet user does not use these applications as part of their workflow, they will only see the shell of the tile on the home dashboard, but it will not be populated with any information. If the home dashboard is user controlled, the user can remove any of these tiles if they're not relevant.

However, if an App admin user connects an app tile on the home dashboard of Simpplr, they can choose to show certain data that a user would otherwise not have access to in the app. For example, if showing a Salesforce report, the App admin can choose to override the users' permissions in Salesforce in order to display the data here.

End users will have the option to personalize content on the tile depending on the configuration settings chosen by the tile author at the time of tile creation.

Permissions around App tiles

Only App managers and those with permissions will be able to add new app tiles. End users will never have the option to add a new app tile to their dashboards, regardless of dashboard configuration.

Depending on the home dashboard configuration, either the App manager will be the only one who can edit tiles, or any end user can edit their own tiles (if already created by the App manager). With each App tile, App managers can choose to make individual tile settings App manager defined or User defined. 

If the tile itself is App manager defined, there will be an option to make the tile "user editable." If that "user editable" option is selected, users can edit the title of the tile, but not the tile type or data within it. If the tile is set to User defined, the user will be able to edit the data shown within the tile, even if the dashboard is App manager controlled.

	App Manager Defined	User Defined
App Manager	Can create the tile Set all the preferences Can choose the preferences to be user editable Can update the tile and all the manager-defined preferences gets pushed to all users Remove tile for all users	Can create the tile Set all the preferences Can choose the preferences to be user editable Can update only their tile title and preferences (which will only appy to them, hence will not have any option to switch from user-defined to manager-defined, or change user editable) Remove tile only for themselves
End User	Can update only the preferences marked as 'editable'	Can update only their tile title and preferences (marked as editable) Remove tile only for themselves
		Home Default use-cases
		Add Tile - any new user that comes will see the tiles added to home default including app tiles
		Edit Tile - any new user that comes will see the updated tiles but previous users will have the earlier settings (ultimately behind the scene it can be remove the tile and add a new tile)
		Overwrite the dashboard for all users (all tiles) - all the tiles added in home dashboard will be overwritten for all users with the tiles in the home default
	From	To
	User-defined	Author Defined (user-editable)
	Author-defined (user-editable) - Value1	Author-defined (user-editable) Value 2
	Author-defined (non-editable)	Author-defined (user-editable)
	Author-defined (non-editable)	User Defined
	Author-defined (user-editable)	User Defined
	User-defined	Author-defined (non-editable)
	Author-defined (user-editable)	Author-defined (non-editable)
		As a general rule if preference is
		Author Defined (user-editable)
		User Defined
		Author-defined (non-editable)

 

Salesforce CRM tile

With the Salesforce CRM App tile integration, Site owners/managers will be able to integrate the existing tabular Salesforce reports on the home and site dashboards.

Before setting up the Salesforce integration, ensure you have the following:

• Salesforce admin access: You must have admin access to the Salesforce account from which you wish to fetch the tabular reports.
• Reports: You must have access to Reports in Salesforce, and the reports should be in tabular format.
• Security Information: When connecting to Salesforce CRM for the first time, Simpplr will request some OAuth permissions for the integration to work. The following table provides definitions of exactly what's being requested from Simpplr.

  Permission	Description
  Manage user data via APIs	Allows access to the current, logged-in user’s account using APIs, such as REST API and Bulk API 2.0
  Access unique user identifiers	Allows access to the current, logged-in user’s unique identifier for OpenID Connect apps
  Perform requests at any time (refresh_token)	Allows a refresh token to be returned when the requesting client is eligible to receive one. With a refresh token, the app can interact with the user’s data while the user is offline. This token is synonymous with requesting offline_access

Setting up the Salesforce integration

To connect Salesforce at the Simpplr application level:

1. As the Simpplr App manager, navigate to Manage > Application > Integrations > CRM.
2. Choose Salesforce and click Connect account. You'll be redirected to Salesforce, where you need to approve the requirements from Simpplr.
   

Create the Salesforce App tile:

Once the connection with Salesforce is set up, you can add a tile to view tabular reports.

1. From the Simpplr dashboard edit screen, choose App tile, then Salesforce.
   

2. Select Display tabular report as the Tile type, and name the tile appropriately.

3. To create a user-defined tabular report tile:

   1. Select the user-defined option while creating the tile.

   2. Once created you will see the Set up tile button as shown below.
      

   3. Enter the correct Report ID from Salesforce to finish setting up the tile. 

4. To create an App manager-defined tabular report tile:

   1. Select the App manager-defined option while creating the tile.

   2. Enter the correct Report ID from Salesforce.
   3. You can configure the tile user-editable by enabling the option to make user-editable.
      
      

How to fetch a Report ID from Salesforce

To create a report in Salesforce navigate to Salesforce Reports Builder Editing.

To get the report ID from Salesforce:

1. Go to the Reports section in Salesforce.
2. Click on any report.
3. The URL in the browser's address bar will contain both the Salesforce instance and the Report ID.
4. Copy the Report ID from the URL.
5. Paste the copied Report ID into the tile configuration.

Only Salesforce tabular reports are supported currently. If you enter a report ID that doesn't exist or if you don't have access to that report, you will see "Something went wrong" on the tile itself.

Workday tile

With the Workday App tile, you can display open jobs from your ATS or messages from your Workday inbox on a Simpplr intranet tile. 

Before setting up the Workday integration, ensure you have the following details:

• Workday admin access: You must have admin access to the Workday account from which you wish to list jobs and inbox
• Workday Username (Integration system user name)
• Workday Password (Integration system password)
• Workday Endpoint URL: This is the user syncing url and can be found in the location of your Workday JSON report. You must find this by navigating to your JSON report that contains your user list within Workday. Copy and paste that JSON endpoint URL into the box in Simpplr. Only Admins of Workday can perform this.
• Workday WSDL URL
• Workday Tenant ID

Check out this Microsoft help article for full instructions on:

• Creating an Integrations System User (ISU) in Workday
• Creating integrations security group in Workday
• Configuring domain security policy permissionsConfiguring business process security policy permissions
• Activating security policy changes

Note:

If Workday is not being used as a syncing source for people data, then the Simpplr syncing field for Employee number (which is the same as the Workday employee number) for all users should be synced separately via some other syncing process.

If this is your first time setting up Workday in Simpplr: 

1. As the Simpplr App manager, go to Manage > Application > Integrations > People data.
2. Select Workday and enter the required information gathered in the above section.
   

If your org is already connected to Workday for user syncing: 

1. From the Manage > Application > Integrations > People data menu, you'll see additional options required to fill out. Click Additional details (optional).
   
2. This is where you'll enter the Workday WSDL URL and Workday Tenant Id.
   

Create Workday App tile

1. When adding a new tile to the dashboard, choose App tile, then select Workday.
2. Here you can create a new job postings tile or display your inbox. We'll start by creating a job postings tile.
   
3. Give your tile a title and choose Add to home. The relevant job postings you have access to will display.
   
4. To set up an inbox tile, choose Display inbox. Title the tile accordingly, and choose the settings you'd like to use. A user defined inbox will allow each Simpplr user to define which inbox they want to see. An App manager defined inbox will display the inbox that you (the App manager) chooses.
   

Note: For the inbox tile to show data, the Workday employee number must be synced to the Simpplr. employee number.

1. Go to Manage > Application > Integrations > People data > Workday
2. Enter the Workday username and password
3. And for workday endpoint use this report url [PLACEHOLDER]
4. You can update data using 
5. Now go to Manage > Application > People > Provision and sync users
6. Select Workday as the syncing source
7. Select all the fields you want to sync (Employee number in our case)
8. Now go to Manage > Application > Setup > Schedulers > Run sync
9. Once the data is synced, a new profile data field will appear for Employee number.
   

JIRA tile

With the JIRA app tile, we can conveniently fetch assigned tickets directly from your JIRA instance specific to the logged-in intranet user. Clicking on any of these tickets will take the user directly to the ticket in JIRA.

To add a tile:

1. From the App tile option, choose JIRA.
2. Within this modal, choose View assigned tickets from the Tile type dropdown and provide an appropriate tile title.
3. Configure settings: Choose between different configurations from the settings section for different parameters as per the requirements and proceed with Add to home.
   

Depending on this configuration, users will be able to customize how they want their tickets to display, both by type and priority.

Before setting up the JIRA integration, ensure you have the following:

1. JIRA admin access: You must have admin access to the JIRA account from which you wish to fetch assigned tickets.
2. JIRA username: Obtain the username associated with the JIRA account. You will need this when setting up the integration in Simpplr.
3. JIRA token: Generate an API token from your JIRA account. This token will serve as the password for authentication purposes. To create a token, navigate to https://id.atlassian.com/manage-profile/security/api-tokens and choose to create a new token and provide an appropriate label for reference. You will need this when setting up the integration in Simpplr.
4. JIRA URL: Determine the URL of your JIRA instance. You will need this when setting up the integration in Simpplr.

Note that in order for a successful connection, the user's accurate email address is required. Every user using the JIRA tile should have an email associated with their account in the Simpplr platform for it to function correctly.

Connection verification is also required. The verification of the connection setup at the app level happens only when a corresponding JIRA tile is rendered. If the connection is incorrectly set, then users will see a `Something went wrong` on the tile itself.

Setting up your org's JIRA Integration

To integrate JIRA with the intranet:

1. In Simpplr, as the App manager, navigate to the Manage > Application > Integrations > Support & Ticketing.
2. Click the checkbox next to Atlassian JIRA.
3. Provide the following details:

   • Username: Enter the JIRA username associated with the admin account

   • API Token: Input the API token generated from the JIRA account
   • JIRA URL: Specify the URL of your JIRA instance
4. Click Save. Note that these details will not be verified right away to ensure they are correct or not.
   

JIRA JQL tile

As of the 24.08 release, in addition to displaying recent JIRA tickets, you can also showcase tickets using custom JQL queries with the JIRA tile. App and Site managers can easily add the Display tickets using JQL tile to home or site dashboards, selecting it from a library of pre-built app tiles.

The JQL query input can be user defined or Site manager defined. Once you select the option, input the JQL query into the blank field, then click Add to site dashboard.
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The end result based on the query will appear on the dashboard.

Google Calendar tile

The Google Calendar tile allows users to see a list format of all their upcoming Google Calendar events.

Users will need to connect their Google Calendars from their user profiles in order to view upcoming events. Once enabled, each user can customize the title of their tile (if dashboard is user controlled). 

Application and user setups remain the same as the general Google Calendar integration. Check out this article for instructions on setting up your org's Google Calendar integration with the intranet.

Outlook Calendar tile

The Outlook Calendar tile allows users to see a list format of all their upcoming Outlook Calendar events.

Users will need to connect their Outlook Calendars from their user profiles in order to view upcoming events. Once enabled, each user can customize the title of their tile (if dashboard is user controlled). 

Application and user setups remain the same as the general Outlook integration. Check out this article for instructions on setting up your org's Outlook integration with the intranet.

ServiceNow tile

The ServiceNow tiles allows users to see their ServiceNow tickets in a list format. App managers can define what is displayed in this tile or leave it up to the individual user. The tile can highlight tickets from the last 24 hours, 7 days or 30 days. If the dashboard is App manager controlled or User controlled, you can make this tile user editable so each user can control what they'd like displayed.

App and user level integration of ServiceNow will work the same way as the existing integration. Check out this article if this is your first time setting up your org's ServiceNow integration with the intranet.