Adding and Removing Practifi Tiles

Learning Team

Overview

Teams may notice that new tiles are sometimes available to your organization during our scheduled product releases. These tiles are not automatically added to your organization to prevent disruption within your firm's Home page layout. A System Administrator can add them to your organization. This article outlines how to add a Practifi Tile to your app's Home pages and remove them from the Home page, so each team sees the information most relevant to their daily work.

Before You Begin
Understanding Tiles and Tile Rows
Adding Practifi Tiles
Removing Practifi Tiles
Clearing Platform Cache

Before You Begin

Each Practifi app sets tile visibility and is not based on user profile type or permission access. This means that changes to tiles in the Advisor app will affect all Advisor app users, but not users of other apps. To make a newly released Tile available in your organization, you will need to manually add it to each app where you want it to display. You will need the System Administrator permission access level within your Practifi organization to perform this function.

Please note: This article applies only to adding standard Practifi Tiles made available through our product releases and does not apply to custom tiles requested through our Professional Services team.

Understanding Tiles and Tile Rows

Tiles and Tile Rows are Salesforce components that display on your Home page. Tile Rows are designated by their header displayed above the individual tiles, for example, My Tasks or Key Dates.

The Tile Row component groups the individual tiles on the Home page. Tiles on the Home page are displayed based on their relationship to a Tile Row. This means that for a Tile to display, it must be linked to the app's Tile Row through a component relationship configured in your organization.

Adding Practifi Tiles

Click the App Launcher in the upper left-hand corner of Practifi.
Use the Search apps and items... search bar to search for "Components."
Select Components from the drop-down menu under the Items section.
Click the caret beside Recently Viewed to change the list view, then select Tiles from the drop-down menu.
From the list, locate the Tile Row that you want to add the tile to, then click the tile row's hyperlinked component name. The naming convention for Tile Row will follow "App Name - Tile Row Name." For example, the Tile Row of "Advisor - Key Dates" is the row of Key Dates tiles within the Advisor app.
Click the Related subtab on the Tile Row Component page.
Click the New button on the right-hand side of the Component Relations (Parent) table.
In the Child field, type the Tile name you want to add to the Tile Row and select the name from the drop-down menu. The naming convention for Tiles will follow "App Name - Tile Row Name - Tile Name." For example, "Advisor - Key Dates - Upcoming Meetings."
Once the information is entered, click Save to finalize the Tile addition to the Tile Row.
Repeat the steps as necessary to add the Tile to multiple app Home pages. To display the changes in your Practifi organization, perform a Platform Cache reset. Steps for this process are provided in the Clearing Platform Cache section of this article.

Removing Practifi Tiles

Click the App Launcher in the upper left-hand corner of Practifi.
Use the Search apps and items... search bar to search for "Components."
Select Components from the drop-down menu under the Items section.
Click the caret icon beside Recently Viewed to change the list view, then select Tiles from the drop-down menu.
From the list, locate the Tile Row that you want to remove the tile from, then click the tile row's hyperlinked component name. The naming convention for Tile Row will follow "App Name - Tile Row Name." For example, the Tile Row of "Advisor - Key Dates" is the row of Key Dates tiles within the Advisor app.
Click the Related subtab on the Tile Row Component page.
On the Component Relations (Parent) table, locate the Tile name for the Tile you would like to remove within the Child column. The naming convention for Tiles will follow "App Name - Tile Row Name - Tile Name." For example, "Advisor - Key Dates - Upcoming Meetings." Click the caret icon located to the right of the Tile name.
Select Delete from the drop-down menu. This will remove the relationship between the Tile and the Tile Row and prevent the Tile from being displayed in your organization within the specific App.

Please note: Deleting the relationship between the Tile Row and the Tile does not delete the Tile from your Practifi organization. This tile will remain available to be reassigned to the Tile Row as needed.
Repeat these steps as necessary to remove the tile from multiple Practifi Apps, for example, removing the Upcoming meetings tile from the Client Service app in addition to the removal from the Advisor app. To have these changes reflected in your Practifi organization, perform a Platform Cache reset. Steps for this process are provided in the Clearing Platform Cache section of this article.

Clearing Platform Cache

To apply the changes you've made by adding or removing a Practifi Tile, you will need to clear your Managed Package Platform Cache. To do this:

Navigate to Salesforce Setup by clicking the cog icon in the upper right-hand corner of your Practifi organization, then select Setup from the drop-down menu.
Use the Quick Find search bar on the left-hand side to search for Platform Cache, then click that option under the Custom Code menu.
Locate the Practifi package on the table within the Platform Cache page and click the hyperlinked Name for this package.
Click the Clear Cache button located on the table.
In the pop-up confirmation box that displays, click the OK button.
The page will refresh quickly, and the system will clear the Platform Cache. The changes made to your displayed tiles should now appear within your Practifi organization.