Creating an InfoMini Application

How to:

To create an InfoMini application in InfoAssist, build a report as you normally would, then activate InfoMini and add the functionality you want the user to have available to them at run time. For more information on what functionality is available to InfoMini applications, see Understanding InfoMini Applications.


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Procedure: How to Activate InfoMini
  1. With an InfoAssist report open, select the Format tab in the Control Panel.
  2. To activate InfoMini, do one of the following:
    • Select InfoMini in the Destination group, as shown in the following image.

      InfoMini button

      Note: At least one option from the InfoMini drop-down menu must be selected in order to activate InfoMini. By default, the Format tab, Slicers tab, and Save option are selected on the drop-down menu when you activate InfoMini in a new report. For more information on enabling InfoMini options, see How to Enable and Disable InfoMini Application Options.

    • Select one of the InfoMini options from the InfoMini drop-down menu in the Destination group, as shown in the following image.

      InfoMini drop-down menu

    The InfoMini button is highlighted and the InfoMini mode is activated. For more information about running an InfoMini application, see How to Run an InfoMini Application.


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Procedure: How to Enable and Disable InfoMini Application Options

You can choose which options will be available at run time in an InfoMini application. By default, the Format tab, Slicers tab, and Save option are selected on the drop-down menu when you activate InfoMini in a new report. For more information about the specific functions of each of the options, see Understanding InfoMini Applications.

  1. With an InfoAssist report open, select the Format tab in the Control Panel.
  2. Click the InfoMini button and select the options you want available from the drop-down menu.

    InfoMini does not have to be active for you to access the drop-down menu. When you select an option from the drop-down menu, InfoMini is activated.


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Procedure: How to Run an InfoMini Application
  1. With an InfoAssist report open, activate InfoMini as described in How to Activate InfoMini.
  2. Enable the desired options, as described in How to Enable and Disable InfoMini Application Options.
  3. Run the report.

    An InfoMini application opens in a new window.


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Procedure: How to Edit an InfoMini Application

With an InfoMini application open, you can edit the application using the functionality that was enabled in InfoAssist. You have access to Interactive and Edit Mode options, depending on which options were enabled. For more information on the options in Interactive Mode, see Interactive Mode. For more information on the options in Edit Mode, see Edit Mode.

You have the ability to alter the InfoMini application at run time using the Interactive and Edit Modes. Changes to the Application will not be reflected on the canvas dynamically and you must run the report to see the updates.

  1. Run a report with InfoMini activated, as described in How to Run an InfoMini Application.

    An InfoMini application opens in a new window.

  2. By default, the ribbon is hidden in an InfoMini application. To display the ribbon, do one of the following:
    • Click the Show Ribbon button on the Control Panel, as shown in the following image.

      InfoMini application Show Ribbon button

    • Click one of the tabs on the Control Panel, as shown in the following image.

      InfoMini application Home tab

  3. To use the InfoMini application in Interactive Mode, select Interactive from the Control Panel, as shown in the following image.

    The tabs that are enabled appear on the ribbon. The available options on these tabs provide the same functionality as they do in InfoAssist. You can use this embedded functionality to change the report at run time. For more information on the tabs and options that can be enabled in Interactive Mode, see Interactive Mode.

  4. To use the InfoMini application in Edit Mode, select Edit from the Control Panel, as shown in the following image.

    The tabs that are enabled will appear on the ribbon. The available options on these tabs provide the same functionality as they do in InfoAssist. You can use this embedded functionality to change the report at run time. For more information on the tabs and options that can be enabled in Edit mode, see Edit Mode.

  5. After making the desired changes, press Run to see an updated version of the report.
  6. Optionally, you can save the application. Press Save on the Control Panel. You can reopen a saved InfoMini application in InfoMini or, if you have access, open the report in InfoAssist.

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