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Creating a Custom Pagelet

Creating a Custom Pagelet. Mark Kirkland – Boise Inc.. August 27-29, 2012. Abstract. Boise Inc. uses many custom Pagelets for everyday metrics. While PeopleSoft delivers many P agelets , Boise Inc. has deployed many custom Pagelets for use in P urchasing and I nventory . Objectives.

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Creating a Custom Pagelet

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  1. Creating a Custom Pagelet Mark Kirkland – Boise Inc.. August 27-29, 2012
  2. Abstract Boise Inc. uses many custom Pagelets for everyday metrics. While PeopleSoft delivers many Pagelets, Boise Inc. has deployed many custom Pagelets for use in Purchasing and Inventory.
  3. Objectives Objective 1: Share the strategy and use of Pagelets at Boise Inc., and why we chose the metrics and functions that are being used. Objective 2: Demonstrate live the creation, publication and use of a Pagelet. Objective 3: Learn how other companies have deployed this functionality, and how it might be extended in version 9.0 and beyond
  4. Boise Inc.. Background Boise Inc. is a publicly traded company (BZ) Boise Inc. was spun off by Boise Cascade about 5 years ago. www.boiseinc.com Boise Inc. manufactures Paper, Packaging, and Newsprint, as well as specialty Papers like Label and Release products Leader in the Recycled Paper market
  5. Boise Inc. Background Installed PeopleSoft in 1997 PeopleSoft Version 9.0 PeopleTools Version 8.51 (October 15th, 2011) Support for Boise Inc. and Boise Cascade, LLC 40 PO Business Units 144 Buyers (~100,000 POs/Year) 171 Receivers (~145,000 Receipt Lines/Year) PeopleTools Version 8.52 (October 2012) PeopleSoft Version 9.2 (Spring 2013)
  6. Boise Inc.. Background HQ - Idaho St Helens, OR Wallula, WA Deridder, LA Jackson, AL International Falls, MN Salt Lake City, UT Waco, TX Burley and Nampa, ID Salem, OR Sparks, NV Hexacomb (13 BU’s) Tharco (10 BU’s)
  7. Why are we here today? Who uses a Dashboard (in PeopleSoft or outside of PeopleSoft) ? Who uses PeopleSoft Pagelets? What is the purpose of Pagelets? How Boise uses Pagelets Strategy Purpose
  8. General Pagelet Info Pagelets became available with PeopleTools 8.50 (possibly earlier, but that is when we started using them) No additional licensing was required Extremely easy to configure the basics, but has the potential to do a lot more than will be demonstrated today.
  9. General Pagelet Info Creating Pagelets based on PS Query is a natural extension of a Functional User. Where as normally Functional Users do not use PeopleTools, you will need access to: Structure and Content Portal/Pagelet Wizard
  10. Pagelets Structure and Content security allows the display of these options
  11. Delivered Pagelets
  12. Creating a Simple Pagelet Need to have a plan, what are you trying to accomplish? Do you need to support a Business Process? Alerts, do you need to tell users something? Ease of Access, are you giving users an easier way of accessing a function or document Posting Metrics, are you trying to keep users aware of key metrics Peer Pressure
  13. Boise Inc. Buyer PeopleSoft Homepage
  14. Cost Savings by Mill with Thresholds
  15. Overdue PO’s with Hyperlinks into Add/Update PO
  16. Graph of Match Exceptions by Buyer
  17. Overdue Match Exceptions
  18. Create a Query Create a PeopleSoft Query Use a query that will prompt for a Business Unit, count POs by Buyer and PO Status, but exclude Canceled, Pending Canceled, or Closed POs.
  19. Create a Query SELECT A.BUSINESS_UNIT, A.BUYER_ID, A.PO_STATUS, COUNT(*) FROM PS_PO_HDR A WHERE A.BUSINESS_UNIT = :1 AND A.PO_STATUS NOT IN ('C','X','PX') GROUP BY A.BUSINESS_UNIT, A.BUYER_ID, A.PO_STATUS
  20. Launch Pagelet Wizard Main Menu >> PeopleTools >> Portal >> Pagelet Wizard >> Pagelet Wizard
  21. Create Pagelet Develop a Naming Convention PR = Procurement (AP= Accounts Payable, etc.) PR001 = Procurement Pagelet #1 AP001 = Accounts Payable Pagelet #1
  22. Pagelet Wizard Steps Specify the Pagelet Information Select Data Source Specify Data Source Parameters Select Display Format Specify Display Options Specify Publishing Options
  23. Specify Pagelet Information
  24. Select Data Source
  25. Select Data Source Continued
  26. Select Data Source Continued
  27. Specify Data Source Parameters
  28. Select Display Format
  29. Specify Display Options
  30. Specify Display Options Continued Set a Opening Text or Title Set a Closing Text or Title Set Thresholds Many other options and customizations are possible
  31. Set a Threshold for Counts > 5
  32. Pagelet with Thresholds Set
  33. Specify Publishing Options Check the box to make it a Homepage Pagelet and assign a Folder. There are many other options and possibilities.
  34. Display Pagelet on Home Page Go into Content on Home Page Find new Pagelet and Select Save
  35. Title
  36. Potential Problems/Tips The Pagelets shown today are all leveraging PeopleSoft Query. Keep the queries as simple as possible. Long running/complicated queries can affect response time, especially at logon. We are currently running a routine in the background to assist with refreshing queries and minimizing response time issues Use your ‘Space’ wisely, get the most value without scrolling
  37. Q & A Thanks for showing up, do you have any questions?
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