Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 1 PeopleTools Features for the Smart Functional User Jeff
Robbins Senior Director, PeopleSoft Strategy
Slide 2
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 2 The following is intended to outline our general
product direction. It is intended for information purposes only,
and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality
described for Oracles products remains at the sole discretion of
Oracle.
Slide 3
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 3 Goals for this Session Raise awareness on PeopleTools
8.53 features and their use Help you understand new PeopleTools
features and their value to the functional user: What are the
benefits of implementing a feature? What should you consider before
deciding to adopt a feature? Is the feature usable out of the box
or does it require additional configuration or customization? What
is the estimated level of effort to implement with your existing
application (in a Tools Only Upgrade)? Disclaimer: Examples/demos
are intended for illustrative purposes only.
Slide 4
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 4 Topics Related Content/Actions - Enhanced Activity
Guide - New Pivot Grids - Enhanced Modal Windows Enhanced
Appendix
Slide 5
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 5 Related Content/Actions Framework
Slide 6
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 6 Related Actions/Content Framework Allows extension of a
transaction without customizing the component Streamlined user
interaction Can do actions, tasks, see related information without
leaving the transaction Contextual based Map to fields on the
current page to bring up related/contextual information Managed
Object starting in 8.52 PeopleTools Overview
Slide 7
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 7 Related Actions/Content Framework Application Class
Embedded Pagelet External URL OBIEE Pagelet Query Component Content
Reference / CREF Types of Services Allowed
Slide 8
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 8 Related Actions/Content Framework Brings additional,
supplemental information into your transaction in a bottom or side
frame Ideal for information that will help users complete the
current task Need to see both at the same time, display only
information, help/instructions, etc. First introduced in 8.50 but
has been enhanced every release Related Content Overview
Slide 9
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 9 Related Actions/Content Framework Related Content
Example
Slide 10
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 10 Related Actions/Content Framework Ties additional
actions to a transaction without customizing Allows you to access
related tasks without leaving the transaction Can add to any
transaction, SES search results, pagelets Can now add to a Pivot
Grid (New in 8.53) Related Actions Overview
Slide 11
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 11 Related Actions/Content Framework Instead of
displaying in split frame, Related Actions Can be opened in modal
window, new window, or replace the current window Can also be
PeopleCode logic that is executed to perform a task - no window
launched Related Actions Overview - continued
Slide 12
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 12 Related Actions/Content Framework Different ways the
Context Menu can be invoked: Red Glyph Indicator on a field (Can
tie it to any visible field) Implementing/Invoke the Context
Menu
Slide 13
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 13 Right clicking on field with red glyph will bring up
its context menu. Requires NO modification of the page in
Application Designer. Right clicking on field with red glyph will
bring up its context menu. Requires NO modification of the page in
Application Designer. Related Actions/Content - Invoking Red Glyph
Indicator
Slide 14
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 14 Related Actions/Content Framework Context menu can be
invoked: Red Glyph Indicator on a field (Can tie it to any visible
field) Actions Drop Down Menu (New in 8.53) Implementing/Invoke the
Context Menu
Slide 15
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 15 Clicking on the Actions drop down widget will bring up
its context menu. Requires modification to the page in Application
Designer. Clicking on the Actions drop down widget will bring up
its context menu. Requires modification to the page in Application
Designer. Related Actions/Content - Invoking Actions Drop Down
Widget
Slide 16
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 16 Related Actions/Content Framework Context menu can be
invoked: Red Glyph Indicator on a field (Can tie it to any visible
field) Actions Drop Down Menu (New in 8.53) SES Search Results (New
look in 8.53) Implementing/Invoke the Context Menu
Slide 17
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 17 Related Actions/Content - Invoking SES Search Related
Actions Mouse over row to see grey bar, then click on bar to bring
up the context menu. Mouse over row to see grey bar, then click on
bar to bring up the context menu.
Slide 18
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 18 Related Actions/Content Framework Context menu can be
invoked: Red Glyph Indicator on a field (Can tie it to any visible
field) Actions Drop Down Menu (New in 8.53) SES Search Results (New
look in 8.53) Related Content page level drop down
Implementing/Invoke the Context Menu
Slide 19
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 19 Related Actions/Content - Invoking Related Content
drop down Click on the Related Content drop down in the transaction
header area. ONLY for Component Level Related Content Services.
(Mapped to Component Keys) Click on the Related Content drop down
in the transaction header area. ONLY for Component Level Related
Content Services. (Mapped to Component Keys)
Slide 20
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 20 Related Actions/Content Framework Ability to add
related actions to Pivot Grids (Demo in Pivot Grid Section) New
Actions Drop Down Widget (Demo) Optional way to display context
menu vs. red glyph Requires Page customization 9.2 Applications
taking advantage of new widget in some places. Customers can add
more to an existing Action Drop down widget field - not a
customization. Creating a new Action drop down widget would be a
customization. Whats new in PeopleTools 8.53
Slide 21
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 21 Implementing Related Actions: Focus on Action Dropdown
Widget
Slide 22
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 22 Related Actions/Content - Invoking Actions Drop Down
Widget Can be anywhere on a page, not just in a grid. Especially
useful in a grid to consolidate actions. Can be anywhere on a page,
not just in a grid. Especially useful in a grid to consolidate
actions.
Slide 23
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 23 1. Open page in Application Designer 2.Add
button/hyperlink widget in desired location 3.Set the new
properties -New Type Action Widget -Tie it to a work record/field
-Label can be set to anything (doesnt have to say Actions) -No
PeopleCode is needed. 4. Save the page 1. Open page in Application
Designer 2.Add button/hyperlink widget in desired location 3.Set
the new properties -New Type Action Widget -Tie it to a work
record/field -Label can be set to anything (doesnt have to say
Actions) -No PeopleCode is needed. 4. Save the page Actions Widget
New button type
Slide 24
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 24 Side Note: Alternate way of maintaining Pivot Grid
actions. Side Note: Alternate way of maintaining Pivot Grid
actions. Manage Related Content Service transaction is where you
maintain all related content and related actions. Manage Related
Content Service transaction is where you maintain all related
content and related actions.
Slide 25
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 25 Select the desired component you want to set- up new
related content/actions within. Use the Assign Related Content to
an Application Page link to assign to a transaction not already
listed. Select the desired component you want to set- up new
related content/actions within. Use the Assign Related Content to
an Application Page link to assign to a transaction not already
listed.
Slide 26
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 26 Grid 1: Used for services that are for the entire
component based on component keys only. (Shown in the transaction
header bar) Grid 1: Used for services that are for the entire
component based on component keys only. (Shown in the transaction
header bar) Use Tab 1 to configure Related Content services (Shown
in bottom/right split frame) Use Tab 1 to configure Related Content
services (Shown in bottom/right split frame) Grid 2: Used for
services that are field context sensitive. (Shown in fields context
menu via red glyph or actions widget) Grid 2: Used for services
that are field context sensitive. (Shown in fields context menu via
red glyph or actions widget)
Slide 27
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 27 Grid 1: Used for services that are at the component
level. (ex. Shown in SES Search results) Grid 1: Used for services
that are at the component level. (ex. Shown in SES Search results)
Grid 2: Used for services that are field context sensitive. (Shown
in fields context menu via red glyph or actions widget) Grid 2:
Used for services that are field context sensitive. (Shown in
fields context menu via red glyph or actions widget) Use Tab 2 to
configure Related Action services. (modal, new window, etc.) Use
Tab 2 to configure Related Action services. (modal, new window,
etc.)
Slide 28
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 28 Enter service information into 2 nd grid: -Tie to a
service definition or Content Ref -Indicate target type Enter
service information into 2 nd grid: -Tie to a service definition or
Content Ref -Indicate target type Use the Configure button to map
the values and associate to the newly added Action widget field (or
any other field). Use the Configure button to map the values and
associate to the newly added Action widget field (or any other
field).
Slide 29
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 29 Use the Select button in Menu Options box to associate
this service to the actions widget field added earlier. (Or any
field) Use the Select button in Menu Options box to associate this
service to the actions widget field added earlier. (Or any field)
Map the parameters for the service/content reference to any page
field in the source component. Only need to map the required keys
you will also often see alternate keys listed. Map the parameters
for the service/content reference to any page field in the source
component. Only need to map the required keys you will also often
see alternate keys listed.
Slide 30
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 30 Can sort by the Actions Field column to select the
field that was added earlier to the page. Can sort by the Actions
Field column to select the field that was added earlier to the
page. Note: Picking any other field would show the traditional red
glyph within that field. Note: Picking any other field would show
the traditional red glyph within that field.
Slide 31
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 31 Last tab is used to: - Configure the order/appearances
of the context menu(s). - Configure the related content frame
(bottom, right). Last tab is used to: - Configure the
order/appearances of the context menu(s). - Configure the related
content frame (bottom, right). Pressing Configure Layout will bring
up the configuration page. Pressing Configure Layout will bring up
the configuration page.
Slide 32
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 32 Layout for Related Actions: Can add folders to better
organize/group the items. Layout for Related Actions: Can add
folders to better organize/group the items.
Slide 33
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 33 Related Actions Summary Simple
Slide 34
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 34 Activity Guides
Slide 35
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reserved.Insert Information Protection Policy Classification from
Slide 13 35 Activity Guides Activity Guides are guided procedures
that are steps or tasks for a user or group of users to complete
Instances are unique sessions of an Activity Guide that are
displayed to the user Templates provide default attributes,
properties, and steps or tasks for each Instance Action Items are
the individual steps or tasks defined in the Activity Guide
Contributors or Participants are the users who are completing these
steps or tasks Overview of Terms
Slide 36
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Slide 13 36 Activity Guides New feature in 8.53 Users are presented
a list of actions or tasks to be completed online by a guided
process Potential Examples: System configuration steps (Framework
delivered in HCM 9.2) Life event changes such as marriage, divorce,
or birth of a child (Delivered in HCM 9.2) On boarding of a new
employee (not delivered) Period end closing (not delivered)
Overview
Slide 37
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Slide 13 37 Activity Guides User Interface for Activity Guides
leverages a WorkCenter WorkCenters display a pagelet area and
transactional page area side by side in the guided process Tasks or
Steps that are part of the guided process are displayed in the
pagelet area Each task or step has an associated online web page
where the user can take actions or review information in the
transactional area Navigational buttons for the guided process are
displayed at the top of the online page in the header of the
WorkCenter area Overview (continued)
Slide 38
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Slide 13 38 Activity Guides User Interface Example in HCM 9.2
Slide 39
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Slide 13 39 Activity Guides User Interface Example in HCM 9.2
(continued) Pagelet Area: Action Items
Slide 40
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Slide 13 40 Activity Guides User Interface Example in HCM 9.2
(continued) Pagelet Area: Action Items WorkCenter Header Area:
Navigational Buttons
Slide 41
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Slide 13 41 Activity Guides User Interface Example in HCM 9.2
(continued) Pagelet Area: Action Items WorkCenter Header Area:
Navigational Buttons Transactional Area: PeopleSoft Page, External
Website, PS/Query
Slide 42
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Slide 13 42 Activity Guides Instances Instances are unique sessions
Definitional properties include: Identification Notification
Security Contextual Data Pagelet Area Processing Action Items
Etc
Slide 43
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Slide 13 43 Activity Guides Templates Allows for reuse of
properties (defaults) by Instances Required to generate Instances
dynamically Required to utilize pagelet wizard to generate an
Action Item pagelet Template and Instance definitions contain
virtually the same properties Additional properties exist on
Template that allow Instance creation at run time using application
logic
Slide 44
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Slide 13 44 Activity Guides Transactional based steps or tasks that
are assigned to a participant for completion Requires Related
Content Service definitions Ordered by sequence number within the
activity guide Can be organized hierarchically by groups with
parent child relationships Action Items
Slide 45
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Slide 13 45 Activity Guides Dependencies can be defined between the
different action items (e.g. one Action Item must be completed
before another can start) Actions Items can be Template based or
Instance specific Action Items can be updated at run time through
an API Insert new Action Items Delete Action Items Update statuses
Change assignment of participants Etc Action Items (continued)
Slide 46
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Slide 13 46 Activity Guides Scenario: Create an Activity Guide for
the System Administrator for several tasks that are required during
HCM System implementation To keep it simple we are only adding two
steps (pages) to the Activity Guide: 1. Review PeopleTools Options
settings 2. Review HCM Installation Table settings Deployment
Example Demo
Slide 47
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Slide 13 47 Activity Guides Steps Covered in the Demo: 1. Create a
Template 2. Create an Instance 3. Create Action Items for the two
steps 4. Generate an Activity Guide pagelet 5. Associate a
WorkCenter with an Activity Guide 6. Test the Activity Guide
Deployment Example Demo
Slide 48
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Slide 13 48 Activity Guides Steps NOT Covered in the Demo: 1.
Creation of Related Content Service Definitions 2. Creation of the
WorkCenter Deployment Example Demo
Slide 49
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Slide 13 49 First step is to create the Template - Use the Create
Template button to add a new activity guide template and assign
properties First step is to create the Template - Use the Create
Template button to add a new activity guide template and assign
properties
Slide 50
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Slide 13 50 Enter an Activity Guide ID, title, and description - If
you dont use full 10 characters, additional characters will be
appended for uniqueness Enter an Activity Guide ID, title, and
description - If you dont use full 10 characters, additional
characters will be appended for uniqueness Notification Options -
Send email to participants when Action Items are added or changed
by an administrator Notification Options - Send email to
participants when Action Items are added or changed by an
administrator
Slide 51
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Slide 13 51 Security - Can be assigned at either user or role level
- Administrator access allows update of Templates and Instances -
Contributors are participants who will complete Action Items within
an Instance - Viewers are allowed to view but not update Action
Items in an instance Security - Can be assigned at either user or
role level - Administrator access allows update of Templates and
Instances - Contributors are participants who will complete Action
Items within an Instance - Viewers are allowed to view but not
update Action Items in an instance
Slide 52
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Slide 13 52 Contextual Data uniquely identifies an instance when it
is created dynamically - Examples: EMPLID OPRID SetID Department
Contextual Data uniquely identifies an instance when it is created
dynamically - Examples: EMPLID OPRID SetID Department
Slide 53
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Slide 13 53 Instance Creation - special application logic -
application package method that will be used when creating an
Instance dynamically Instance Creation - special application logic
- application package method that will be used when creating an
Instance dynamically
Slide 54
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Slide 13 54 Configurable Fields - displayed as related data for an
action item - populated by Instance creation logic Configurable
Fields - displayed as related data for an action item - populated
by Instance creation logic
Slide 55
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Slide 13 55 Pagelet Options - allows additional navigation buttons
(other than Previous and Next) to be specified - Examples: Continue
Cancel Mark as Complete - associates application package method
logic to a button that will executed at run time when a button is
utilized - controls whether the progress bar appears in pagelet
area for Action Items Pagelet Options - allows additional
navigation buttons (other than Previous and Next) to be specified -
Examples: Continue Cancel Mark as Complete - associates application
package method logic to a button that will executed at run time
when a button is utilized - controls whether the progress bar
appears in pagelet area for Action Items
Slide 56
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Slide 13 56 Once you save the Activity Guide, the Create Instance
button appears on the Properties page Use the Create Instance
button to create an Instance using the properties from the Template
you defined
Slide 57
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Slide 13 57 Modal appears where you enter the title and description
and then click the Create button
Slide 58
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Slide 13 58 All of the properties and settings defined in the
Template will be defaulted to the Instance - The activity guide ID
will be auto generated based on the Template name for uniqueness
All of the properties and settings defined in the Template will be
defaulted to the Instance - The activity guide ID will be auto
generated based on the Template name for uniqueness
Slide 59
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Slide 13 59 Next step is to add Action Items: 1.Go to Manage
Activity Guide Templates page 2.Click on the Template Next step is
to add Action Items: 1.Go to Manage Activity Guide Templates page
2.Click on the Template
Slide 60
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Slide 13 60 Use the Add Item button to add Action Items
Slide 61
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Slide 13 61
Slide 62
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Slide 13 62 Item ID and Title - If you dont use all 10 characters,
additional characters will be appended for uniqueness Item ID and
Title - If you dont use all 10 characters, additional characters
will be appended for uniqueness
Slide 63
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Slide 13 63 Sequence Numbers controls the order in which the Action
Items are displayed to the user
Slide 64
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Slide 13 64 Specify the assigned contributors either at the role or
user level
Slide 65
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Slide 13 65 Action Item Link - Displays a PeopleSoft page, non-
PeopleSoft web page, or a PS/Query - Requires a related content
service definition as a pre-req before you can define the link
Action Item Link - Displays a PeopleSoft page, non- PeopleSoft web
page, or a PS/Query - Requires a related content service definition
as a pre-req before you can define the link Save the definition
then click on the Return link to return back
Slide 66
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Slide 13 66 Add another Action Item
Slide 67
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Slide 13 67
Slide 68
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Slide 13 68
Slide 69
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Slide 13 69 The next step is to generate a pagelet for your
Activity Guide
Slide 70
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Slide 13 70
Slide 71
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Slide 13 71 Select a Data Type of Activity Guide Specify the
Activity Guide template you created
Slide 72
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Slide 13 72
Slide 73
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Slide 13 73 The Template name defaults, but if your pagelet is
Instance specific you will need to specify the Instance ID that was
created
Slide 74
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Slide 13 74
Slide 75
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Slide 13 75 The pagelet preview will show how your pagelet will be
displayed
Slide 76
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Slide 13 76 Publish the pagelet as either a homepage or template
based pagelet Click the Finish button to publish the pagelet
Slide 77
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Slide 13 77
Slide 78
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Slide 13 78 The Next Step is to Associate your WorkCenter with the
Activity Guide
Slide 79
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Slide 13 79 You must select Activity Guide Layout template Add the
template or homepage pagelet you created to the WorkCenter
Slide 80
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Slide 13 80 Next Step is to navigate to your Activity Guide via the
primary page of your WorkCenter
Slide 81
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Slide 13 81
Slide 82
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Slide 13 82 Activity Guides 1. Determine tasks to be completed by
users, order of tasks, and groupings (parent/child relationships)
2. Determine PeopleSoft transaction, query, or non-PeopleSoft URL
that corresponds to a task, then create related content service
definitions for them 3. Determine roles and/or users to be assigned
to tasks 4. Determine whether each task requires pre or post
processing logic 5. Determine whether a template is required and
whether the Instance should be created dynamically, manually or on
adhoc basis Recap of Deployment Steps
Slide 83
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Slide 13 83 Activity Guides 6. Create definitions for each Action
Item either at the Template level or Instance level 7. Use Pagelet
Wizard to generate the Activity Guide pagelet 8. Create WorkCenter
page and assign the Activity Guide Layout to the WorkCenter page 9.
Add Activity Guide pagelet to the WorkCenter page 10. Test the
Activity Guide by navigating directly to the WorkCenter Recap of
Deployment Steps (continued)
Slide 84
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Slide 13 84 Activity Guides Summary Moderate
Slide 85
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 85 Pivot Grids
Slide 86
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 86 Pivot Grids First introduced with PeopleTools 8.52
Interactive analytical grid and charting tool Based on PSQuery
Transforms a PSQuery into an Excel-like pivot table/chart Can drag
and drop filter values, refine/narrow data, etc Overview
Slide 87
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 87 Pivot Grids Typical Pivot Grid Configurations Chart
Only Chart Only Chart and Grid Chart and Grid
Slide 88
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 88 Pivot Grids New in 8.53 Improved Charts/UI Improved
look and feel of Charting Applies to all charting not just Pivot
Grids Automatic with 8.53 Cleaner UI Options moved up into a
Settings Menu
Slide 89
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 89 Pivot Grids New in 8.53 Multi-Select and Progressive
Filtering Once you select values in one filter the others filter
values list may change based on the data. Once you select values in
one filter the others filter values list may change based on the
data. No configuration necessary to do this. No configuration
necessary to do this. Filter drop downs now support ability to
select All, or Pick (n) values. Filter drop downs now support
ability to select All, or Pick (n) values.
Slide 90
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 90 Pivot Grids New in 8.53 Data Migration ADS
(Application Data Set) support for Pivot Grids Easier to move Pivot
Grid definitions from one database to another Better control over
changes (Compare/Approval) Can be all done in PIA
Slide 91
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 91 Drill down capability + hooking in Related Actions
Pivot Grids New in 8.53 For Chart Only Pivot Grids - Clicking on
area in chart will allow you to drill down to see the details. For
Chart Only Pivot Grids - Clicking on area in chart will allow you
to drill down to see the details.
Slide 92
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 92 Drill down capability + hooking in Related Actions
Pivot Grids New in 8.53 Detail grid is shown with specified
columns. Actions drop down field automatically displayed if Related
Actions configured for this Pivot Grid. Detail grid is shown with
specified columns. Actions drop down field automatically displayed
if Related Actions configured for this Pivot Grid.
Slide 93
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 93 Drill down capability + hooking in Related Actions
Pivot Grids New in 8.53 Clicking on the Actions drop down displays
the context menu and any defined related actions. Clicking on the
Actions drop down displays the context menu and any defined related
actions. Allows you to jump to transactions easily and perform
related tasks based on the data. Easier to Act on the data now.
Allows you to jump to transactions easily and perform related tasks
based on the data. Easier to Act on the data now.
Slide 94
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 94 Drill down capability + hooking in Related Actions
Pivot Grids New in 8.53 For Grid and Chart Pivot Grids -Clicking on
any cell in the grid will display the detail grid. -When grid is
displayed you have to use the grid to drilldown cant use the chart.
For Grid and Chart Pivot Grids -Clicking on any cell in the grid
will display the detail grid. -When grid is displayed you have to
use the grid to drilldown cant use the chart.
Slide 95
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 95 Using the Wizard to Create Pivot Grids: Focus on New
Features in 8.53
Slide 96
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 96 Step 1: Properties Basic information about the Pivot
Grid. Step 1: Properties Basic information about the Pivot
Grid.
Slide 97
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 97 Step 2: Selecting Source/Fields Provide Query name and
indicate the columns to be used within the Pivot Grid model. Step
2: Selecting Source/Fields Provide Query name and indicate the
columns to be used within the Pivot Grid model.
Slide 98
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 98 Step 3 -- Part 1: Defining the model Column Labels
(New): Can override the labels. Column Type: - Axis: Fields that
qualify the Value (Metric). -Display (New): Additional fields to be
shown in the detail grid. -Value: Metric being displayed. Step 3 --
Part 1: Defining the model Column Labels (New): Can override the
labels. Column Type: - Axis: Fields that qualify the Value
(Metric). -Display (New): Additional fields to be shown in the
detail grid. -Value: Metric being displayed.
Slide 99
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 99 Bottom of Step 3 Step 3 -- Part 2: Defining the
prompts Shows the prompts defined in the Query. Can indicate if
they are hidden from end user (New). Step 3 -- Part 2: Defining the
prompts Shows the prompts defined in the Query. Can indicate if
they are hidden from end user (New).
Slide 100
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 100 Step 4: Chat/Grid Options Of the columns marked as
Axis or Value indicate if they are a filter, or displayed in x/y
axis. Step 4: Chat/Grid Options Of the columns marked as Axis or
Value indicate if they are a filter, or displayed in x/y axis. Can
also define many other chart/grid options like the type of chart,
legend choices, etc. Can also define many other chart/grid options
like the type of chart, legend choices, etc.
Slide 101
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 101 Step 5: Preview Verify settings/chart layout Can now
configure Related Actions and Publish as a Pagelet directly from
here. (New) Step 5: Preview Verify settings/chart layout Can now
configure Related Actions and Publish as a Pagelet directly from
here. (New) Clicking on the Configure Related Content link will
open up the following page. Clicking on the Configure Related
Content link will open up the following page.
Slide 102
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 102 Related Actions (New for Pivot Grids) Brings you
right into the Related Content/Action Configuration pages for the
specific Pivot Grid. Allowing you to define related actions without
navigating away. Related Actions (New for Pivot Grids) Brings you
right into the Related Content/Action Configuration pages for the
specific Pivot Grid. Allowing you to define related actions without
navigating away. Very similar to defining for Related
Action/Content for a transaction except simplified view as can only
define Related Actions. Enter service/content reference
information, target window option, and then click Configure button.
Very similar to defining for Related Action/Content for a
transaction except simplified view as can only define Related
Actions. Enter service/content reference information, target window
option, and then click Configure button.
Slide 103
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 103 Map the parameters to Query Data Columns instead of
page fields, as with transactional related actions. Map the
parameters to Query Data Columns instead of page fields, as with
transactional related actions.
Slide 104
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 104 After you save you are back to the Pivot Grid Wizard.
From here you could then click on Publish as a Pagelet link to
bring up the Pagelet Wizard transaction. After you save you are
back to the Pivot Grid Wizard. From here you could then click on
Publish as a Pagelet link to bring up the Pagelet Wizard
transaction.
Slide 105
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 105 Pivot Grids Summary BenefitsComplexity/Level of
Effort Considerations Xx xx Configuration/Implementation No
Customization Xx xx Simple
Slide 106
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 106 Summary Simple Moderate
Slide 107
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 107 Resources Where To Get More Information Customer
Sites PeopleSoft Applications External Site
http://www.oracle.com/us/products/applications/peoplesoft-enterprise/index.htm
Support https://support.oracle.com/CSP/ui/flash.html 107
Slide 108
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 108 www.peoplesoft92.com PeopleSoft Resources PeopleSoft
9.2 Information Portal
Slide 109
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 109 www.youtube.com/PSFTOracle General PeopleSoft Update
Manager Continuous Delivery Overview PeopleSoft Information
Development HCM and ELM Global Search for HCM Paycheck Modeling
Benefits Life Events Recruiting: Candidate Gateway Recruiting:
Talent Acquisition Manager ePerformance Enterprise Learning
Management Mobile Company Directory Setup Overview for Mobile
Company Directory Total Rewards Org Chart Viewer Talent Summary
Manager Dashboard ERP Supplier Hierarchy Global Search for FMS/SCM
Mobile Inventory Manager eProcurement User Interface and Global
Search Program Management Integration with Primavera P6 Mobile
Expenses Accounts Payable WorkCenter Cash Position and Forecast
Tools and Technology Global Search, Related Actions, Component
Search Actionable Operational Analytics WorkCenter Framework Pivot
Grids Mobile Approvals PeopleSoft Interaction Hub iPad
Certification Forms and Approvals Builder PeopleSoft Resources
PeopleSoft Video Feature Overviews
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 112 -- Appendix --
Slide 113
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 113 Modal Windows
Slide 114
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 114 Modal Windows 8.50 Prompts and Errors/Warning
messages, Grid Zoom appear modally automatically 8.52 and 8.53
Ability for all Secondary Pages / modal Components to appear
modally Turned on for 9.2 applications only (System Level)
PeopleCode APIs available if needed to enable Pre-9.2 applications
Limitations in Components opened up modally Cant issue a transfer()
from a modal window the modal will close and replace primary page
Overview
Slide 115
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 115 Modal Windows
Slide 116
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 116 Modal Windows Tools Only Upgrades - Requires
customization of code to modify existing application pages
(Available starting with 8.52) DoModalS() API - secondary page will
show up modally DoModalSComponent() API - component will show up
modally For 9.2 applications All DoModal() and DoModalComponent()
calls will display modally system wide Two new APIs to turn OFF
modal appearance if desired: DoModalX(), DoModalXComponent() New
APIs
Slide 117
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 117 Modeless Windows Modeless Window Simplified New
Window - No browser controls Window stays in focus always remains
on Top. No Alt-tab toggling Primary window is NOT greyed out Can
work in both windows at the same time (physically a new window)
Primary window has limitations cant open more modals or other
popups from original transaction while modeless is open Used in
isolated/focused areas New API: TransferModeless() New APIs
Slide 118
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 118 Modeless Windows Background window is not grayed out.
Modeless window simplified new window. (no controls) Background
window is not grayed out. Modeless window simplified new window.
(no controls)
Slide 119
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 119 Modal/Modeless Windows Summary Simple
Slide 120
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 120
Slide 121
Copyright 2012, Oracle and/or its affiliates. All rights
reserved. 121