1. Getting to the Peak: A Mountaineer's Guide to Building Custom Forms with Delivered 9.2 Tools
Paul Taylor
July 18, 2018

2. Presenter Paul Taylor President & CEO Gideon Taylor

3. Gideon Taylor Consulting & Oracle
Gideon Taylor, headquartered in Pleasant Grove, Utah, is a PeopleSoft custom solutions provider for business, education, and government organizations.
Our MISSION is to revolutionize business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology.
Our VISION is to help our clients work simply, effectively, efficiently, and flexibly.
Founded in 2001 by Paul Taylor,
Original creator of GT eForms™ and ePAF™

4. What is a Custom Form in 9.2? Custom = not a delivered PS transaction
Starts with a mobile UI accessible to casual users
Delivers reasonably robust functionality
Workflow facilitates mobile approvals
Updates a delivered PeopleSoft component

5. Meet the 9.2 Tools Fluid Interface Activity Guides
Approval Framework (AWE)
Fluid Approvals
Page Composer

6. 9.2 Tools We Won’t Cover, Because…
Forms & Approval Builder
Not reasonably robust
HCM Guided Self-Service
Configurable, but not custom
Field & Page Configurator
Can configure delivered pages, not build new pages / forms

7. 9.2 Best Practices Tools for Custom Forms
Navigation – Activity Guide
Approvals & Notifications –
Approval Framework
(AWE)
Pages & Fields –
Fluid Development
Who
When
How – Fluid Approvals
What – Page Composer

8. Fluid Development Navigation – Activity Guide Pages & Fields –
Approvals & Notifications –
Approval Framework
(AWE)
Pages & Fields –
Fluid Development
Who
When
How – Fluid Approvals
What – Page Composer

9. Fluid Interface Pros: Cons:
Native responsive mobile PeopleSoft experience
More stable with each Tools release
Broad acceptance - here to stay
Cons:
Still hard to develop in

10. Think You Aren’t “On Fluid?” Think Again!
Fluid is both a navigation scheme (Homepages & Tiles) and a responsive page scheme
Just because you haven’t turned off the Classic breadcrumb menu doesn’t mean you can’t use Fluid pages
There is no “switch” to turn Fluid pages on or off – you just use them or you don’t
Oracle will keep delivering more Fluid pages, it will just get harder not to use them

11. Activity Guides Navigation – Activity Guide Pages & Fields –
Navigation – Activity Guide
Approvals & Notifications –
Approval Framework
(AWE)
Pages & Fields –
Fluid Development
Who
When
How – Fluid Approvals
What – Page Composer

12. What Is an Activity Guide?
A conceptual and visual framework to guide the user through an activity that can cross multiple save points

13. Types of Activity Guides
Horizontal = Train Stops (5 stops max)
Optimized = Side panel navigation
Non-Optimized = Dropdown navigation
Guided = Next & Previous buttons
Non-Guided = No nav buttons
Sequential = Must be done in order
Non-Sequential = Complete in any order

14. Activity Guide: “Train Stop”

15. Activity Guide: “Train Stop”

16. Activity Guide: “Train Stop”

17. Activity Guide: Side Panel

18. Activity Guide: Dropdown Menu

19. Activity Guides: Config Aspects
Template: Layout the Activity Guide, with a progression of Action Items
Manage security for Administrators, Contributors, and Viewers
Yes/No Questionnaire can be set up, and can drive what Action Items are included
Start Date and Due Date
Action Item: Can be a page, script, process, or app class
% Complete, priority, image, Start Date & Due Date
Dependencies (parent/sub steps)

20. Activity Guides: Tech Aspects
Action Items (including the pages themselves) must be built technically
Instance: A transaction occurrence of the Activity Guide
You start an Activity Guide for a user by creating a new Instance. This is typically a technical task; you write code that creates the new Instance based on a triggering event or user action.
Data is stored in standard PeopleSoft tables built in App Designer
Data management (prepopulation, repopulation)
Dynamic and conditional behavior (other than questionnaire-driven Action Item selection)
Edits
Lookups
Related displays

21. Activity Guide: Config vs. Tech

22. Approval Framework (AWE)
Navigation – Activity Guide
Approvals & Notifications –
Approval Framework
(AWE)
When
Who
Pages & Fields –
Fluid Development
How – Fluid Approvals
What – Page Composer

23. What is Approval Framework (AWE)?
A workflow engine to route transactions for approval and send associated notifications

24. Approval Framework (AWE): Config Aspects
Set up workflow Stages, Paths, Steps
Serial or parallel approvals

25. Approval Framework (AWE): Config Aspects
Set up workflow Stages, Paths, Steps
Serial or parallel approvals
Some configurable approval list options
Various options for allowing/disallowing self approval, required approvals, minimum approvals, etc.
Some configurable conditional workflow criteria
Simple and worklist notifications

26. Approval Framework (AWE): Tech Aspects
The “hooks” to start workflow from within an application have to be coded
Any updates to workflow status outside of the Fluid Approvals application must be coded
User Lists of any complexity must be coded
Conditional criteria of any complexity must be coded
Rich-text notifications, putting form data into notifications, or complex notification routings need to be coded

27. Fluid Approvals Navigation – Activity Guide Pages & Fields –
Navigation – Activity Guide
Approvals & Notifications –
Approval Framework
(AWE)
Pages & Fields –
Fluid Development
Who
When
How – Fluid Approvals
What – Page Composer

28. Fluid Approvals
A browser-based PeopleSoft application to complete approval tasks 

29. Fluid Approvals

30. Fluid Approvals: Config Aspects
AWE transactions can be registered for use with Fluid Approvals

31. Approval Page Composer
Navigation – Activity Guide
Approvals & Notifications –
Approval Framework
(AWE)
Pages & Fields –
Fluid Development
Who
When
How – Fluid Approvals
What – Page Composer

32. Approval Page Composer
A tool to pull data out of the database to show in the Fluid Approvals application while the user approves a workflow transaction.

33. What Page Composer ISN’T…
Page Composer is NOT a tool to build PeopleSoft or form pages! The real name is Approval Page Composer. It only builds pages that show data in the Fluid Approvals application. It can’t build pages you can enter data into to update the system.

34. Approval Page Composer: Config Aspects
Set up records to pull information from
Choose a columnar field layout (no grids)
Drill into detail pages

35. Approval Page Composer: Tech Aspects
Might need to build new views to pull data from

36. 9.2 Best Practices Tools for Custom Forms
Navigation – Activity Guide
Approvals & Notifications –
Approval Framework
(AWE)
Pages & Fields –
Fluid Development
Who
When
How – Fluid Approvals
What – Page Composer

38. GT Custom Form Demo
Double-click the box below to view a demonstration of a custom Fluid form created with GT eForms™.

41. Questions?

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