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PeopleTools Features for the Smart Functional User. Jeff Robbins Senior Director, PeopleSoft Strategy.

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peopletools features for the smart functional user
PeopleTools Features for the Smart Functional User

Jeff Robbins

Senior Director, PeopleSoft Strategy

slide2

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 Oracle’s products remains at the sole discretion of Oracle.

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/demo’s are intended for illustrative purposes only.

Goals for this Session
topics
Topics
  • Related Content/Actions - Enhanced
  • Activity Guide - New
  • Pivot Grids - Enhanced
  • Modal Windows – Enhanced

Appendix

related actions content framework
Related Actions/Content Framework

Overview

  • 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
related actions content framework1
Related Actions/Content Framework

Types of Services Allowed

  • Application Class
  • Embedded Pagelet
  • External URL
  • OBIEE Pagelet
  • Query
  • Component
  • Content Reference / CREF
related actions content framework2
Related Actions/Content Framework

Related Content Overview

  • 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 actions content framework3
Related Actions/Content Framework

Related Content Example

related actions content framework4
Related Actions/Content Framework

Related Actions Overview

  • 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 content framework5
Related Actions/Content Framework

Related Actions Overview - continued

  • 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 content framework6
Related Actions/Content Framework

Implementing/Invoke the Context Menu

  • Different ways the Context Menu can be invoked:
    • Red Glyph Indicator on a field (Can tie it to any visible field)
related actions content invoking
Related Actions/Content - Invoking

Red Glyph Indicator

Right clicking on field with red glyph will bring up it’s context menu.

Requires NO modification of the page in Application Designer.

related actions content framework7
Related Actions/Content Framework

Implementing/Invoke the Context Menu

  • 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)
related actions content invoking1
Related Actions/Content - Invoking

Actions Drop Down Widget

Clicking on the Actions drop down widget will bring up it’s context menu.

Requires modification to the page in Application Designer.

related actions content framework8
Related Actions/Content Framework

Implementing/Invoke the Context Menu

  • 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 actions content invoking2
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.

related actions content framework9
Related Actions/Content Framework

Implementing/Invoke the Context Menu

  • 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
related actions content invoking3
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)

related actions content framework10
Related Actions/Content Framework

What’s new in PeopleTools 8.53

  • 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.
related actions content invoking4
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.

actions widget new button type
Actions Widget – New button type
  • 1. Open page in Application Designer
  • Add button/hyperlink widget in desired location
  • Set the new properties
    • New Type “Action Widget”
    • Tie it to a work record/field
    • Label can be set to anything (doesn’t have to say “Actions”)
    • No PeopleCode is needed.
  • 4. Save the page
slide24

Side Note: Alternate way of maintaining Pivot Grid actions.

Manage Related Content Service transaction is where you maintain all related content and related actions.

slide25

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.

slide26

Use Tab 1 to configure Related Content services

(Shown in bottom/right split frame)

Grid 1: Used for services that are for the entire component – based on component keys only. (Shown in the transaction header bar)

Grid 2: Used for services that are field context sensitive. (Shown in field’s context menu via red glyph or actions widget)

slide27

Use Tab 2 to configure Related Action services.

(modal, new window, etc.)

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 field’s context menu via red glyph or actions widget)

slide28

Enter service information into 2nd 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).

slide29

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.

Use the Select button in Menu Options box to associate this service to the actions widget field added earlier. (Or any field)

slide30

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.

slide31

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.

slide32

Layout for Related Actions:

Can add folders to better organize/group the items.

related actions
Related Actions

Summary

Simple

activity guides1
Activity Guides

Overview of Terms

  • 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
activity guides2
Activity Guides

Overview

  • 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)
activity guides3
Activity Guides

Overview (continued)

  • 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
activity guides4
Activity Guides

User Interface Example in HCM 9.2

activity guides5
Activity Guides

User Interface Example in HCM 9.2 (continued)

Pagelet Area:

Action Items

activity guides6
Activity Guides

User Interface Example in HCM 9.2 (continued)

WorkCenter Header Area: Navigational Buttons

Pagelet Area:

Action Items

activity guides7
Activity Guides

User Interface Example in HCM 9.2 (continued)

WorkCenter Header Area: Navigational Buttons

Pagelet Area:

Action Items

Transactional Area:

PeopleSoft Page, External Website, PS/Query

activity guides8
Activity Guides

Instances

  • Instances are unique sessions
  • Definitional properties include:
    • Identification
    • Notification
    • Security
    • Contextual Data
    • Pagelet Area Processing
    • Action Items
    • Etc
activity guides9
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
activity guides10
Activity Guides

Action Items

  • 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
activity guides11
Activity Guides

Action Items (continued)

  • 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
activity guides12
Activity Guides

Deployment Example Demo

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:

  • Review PeopleTools Options settings
  • Review HCM Installation Table settings
activity guides13
Activity Guides

Deployment Example Demo

Steps Covered in the Demo:

  • Create a Template
  • Create an Instance
  • Create Action Items for the two steps
  • Generate an Activity Guide pagelet
  • Associate a WorkCenter with an Activity Guide
  • Test the Activity Guide
activity guides14
Activity Guides

Deployment Example Demo

Steps NOT Covered in the Demo:

  • Creation of Related Content Service Definitions
  • Creation of the WorkCenter
slide49

First step is to create the Template

- Use the Create Template button to add a new activity guide template and assign properties

slide50

Enter an Activity Guide ID, title, and description

- If you don’t 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

slide51

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

slide52

Contextual Data uniquely identifies an instance when it is created dynamically

  • - Examples:
    • EMPLID
    • OPRID
    • SetID
    • Department
slide53

Instance Creation

- special application logic

- application package method that will be used when creating an Instance dynamically

slide54

Configurable Fields

- displayed as related data for an action item

- populated by Instance creation logic

slide55

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
slide56

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

slide58

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

slide59

Next step is to add Action Items:

  • Go to Manage Activity Guide Templates page
  • Click on the Template
slide62

Item ID and Title

- If you don’t use all 10 characters, additional characters will be appended for uniqueness

slide65

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

slide71

Select a Data Type of Activity Guide

Specify the Activity Guide template you created

slide73

The Template name defaults, but if your pagelet is Instance specific you will need to specify the Instance ID that was created

slide76

Publish the pagelet as either a homepage or template based pagelet

Click the Finish button to publish the pagelet

slide79

You must select Activity Guide Layout template

Add the template or homepage pagelet you created to the WorkCenter

activity guides15
Activity Guides

Recap of Deployment Steps

  • Determine tasks to be completed by users, order of tasks, and groupings (parent/child relationships)
  • Determine PeopleSoft transaction, query, or non-PeopleSoft URL that corresponds to a task, then create related content service definitions for them
  • Determine roles and/or users to be assigned to tasks
  • Determine whether each task requires pre or post processing logic
  • Determine whether a template is required and whether the Instance should be created dynamically, manually or on adhoc basis
activity guides16
Activity Guides

Recap of Deployment Steps (continued)

  • Create definitions for each Action Item either at the Template level or Instance level
  • Use Pagelet Wizard to generate the Activity Guide pagelet
  • Create WorkCenter page and assign the Activity Guide Layout to the WorkCenter page
  • Add Activity Guide pagelet to the WorkCenter page
  • Test the Activity Guide by navigating directly to the WorkCenter
activity guides17
Activity Guides

Summary

Moderate

pivot grids1
Pivot Grids

Overview

  • 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
pivot grids2
Pivot Grids

Chart and Grid

Typical Pivot Grid Configurations

Chart Only

pivot grids new in 8 53
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
pivot grids new in 8 531
Pivot Grids – New in 8.53

Multi-Select and Progressive Filtering

Filter drop downs now support ability to select All, or Pick (n) values.

Once you select values in one filter – the others filter values list may change based on the data.

No configuration necessary to do this.

pivot grids new in 8 532
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
pivot grids new in 8 533
Pivot Grids – New in 8.53

Drill down capability + hooking in Related Actions

For Chart Only Pivot Grids

- Clicking on area in chart will allow you to drill down to see the details.

pivot grids new in 8 534
Pivot Grids – New in 8.53

Drill down capability + hooking in Related Actions

Detail grid is shown with specified columns.

Actions drop down field automatically displayed if Related Actions configured for this Pivot Grid.

pivot grids new in 8 535
Pivot Grids – New in 8.53

Drill down capability + hooking in 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.

pivot grids new in 8 536
Pivot Grids – New in 8.53

Drill down capability + hooking in Related Actions

  • 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 – can’t use the chart.
slide96

Step 1: Properties

Basic information about the Pivot Grid.

slide97

Step 2: Selecting Source/Fields

Provide Query name and indicate the columns to be used within the Pivot Grid model.

slide98

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.
slide99

Step 3 -- Part 2: Defining the prompts

Shows the prompts defined in the Query.

Can indicate if they are hidden from end user (New).

…Bottom of Step 3…

slide100

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.

slide101

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.

slide102

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.

slide103

Map the parameters to Query Data Columns instead of page fields, as with transactional related actions.

slide104

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.

pivot grids3
Pivot Grids

Summary

Simple

summary
Summary

Simple

Simple

Moderate

resources where to get more information
ResourcesWhere 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

slide109

PeopleSoft ResourcesPeopleSoft Video Feature Overviews

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
slide110

PeopleSoft ResourcesAdditional Documents

110

Documentation

  • Hosted PeopleBooks

http://www.oracle.com/pls/psft/homepage

  • Cumulative Feature Overview

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=1117047.1

  • PeopleSoft PeopleTools 8.53 Documentation Homepage

https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1494462.1&h=Y

  • PeopleSoft PeopleTools 8.53 Release Value Proposition

https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1473194.1&h=Y

  • PeopleSoft PeopleTools 8.53 PreRelease Notes

https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1494929.1&h=Y

modal windows1
Modal Windows

Overview

  • 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 API’s available if needed to enable Pre-9.2 applications
    • Limitations in Components opened up modally
      • Can’t issue a transfer() from a modal window – the modal will close and replace primary page
modal windows3
Modal Windows

New API’s

  • 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 API’s to turn OFF modal appearance if desired:
      • DoModalX(), DoModalXComponent()
modeless windows
Modeless Windows

New API’s

  • 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 – can’t open more modals or other popups from original transaction while modeless is open
    • Used in isolated/focused areas
    • New API: TransferModeless()
modeless windows1
Modeless Windows

Background window is not grayed out.

Modeless window – simplified new window. (no controls)