PeopleTools Features for the Smart Functional User

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

The following is intended to outline our general product direction
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.

Topics Related Content/Actions - Enhanced Activity Guide - New
Pivot Grids - Enhanced Modal Windows – Enhanced Appendix

Related Content/Actions 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

Types of Services Allowed Application Class Embedded Pagelet External URL OBIEE Pagelet Query Component Content Reference / CREF

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 Content Example

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 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

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
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.

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)

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.

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)

SES Search Related Actions Mouse over row to see grey bar, then click on bar to bring up the context menu.

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 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)

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.

Implementing Related Actions: Focus on Action Dropdown Widget

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
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

Side Note: Alternate way of maintaining Pivot Grid actions.
Manage Related Content Service transaction is where you maintain all related content and related actions.

Select the desired component you want to setup new related content/actions within.
Use the “Assign Related Content to an Application Page” link to assign to a transaction not already listed.

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)

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)

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).

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)

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.

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.

Layout for Related Actions:
Can add folders to better organize/group the items.

Complexity/Level of Effort
Related Actions Summary Benefits Complexity/Level of Effort Considerations Bring in related information in bottom/right frame to supplement the transaction without customizing Tie in related actions for better productivity - don’t have to navigate away to do related tasks Easier configuration and maintenance Configuration/Implementation – if adding additional. Can be done all online if not using the Actions Widget. No Customization – unless modifying delivered rows or adding the new Actions drop down widget Row level Security Basic component security is handled automatically by PeopleTools (for CREF services) But other row level security may have to be built in Modifying PS delivered vs. Adding your own Using the Actions widget vs. Red Glyph Simple

Activity Guides

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 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 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 Guides User Interface Example in HCM 9.2

Activity Guides User Interface Example in HCM 9.2 (continued)
Pagelet Area: Action Items

WorkCenter Header Area: Navigational Buttons
Activity Guides User Interface Example in HCM 9.2 (continued) WorkCenter Header Area: Navigational Buttons Pagelet Area: Action Items

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

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 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 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 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 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 Guides Deployment Example Demo Steps NOT Covered in the Demo:
Creation of Related Content Service Definitions Creation of the WorkCenter

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

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 to participants when Action Items are added or changed by an administrator

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

Contextual Data uniquely identifies an instance when it is created dynamically
- Examples: EMPLID OPRID SetID Department

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

Configurable Fields - displayed as related data for an action item - populated by Instance creation logic

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

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

Modal appears where you enter the title and description and then click the Create button

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

Next step is to add Action Items:
Go to Manage Activity Guide Templates page Click on the Template

Use the Add Item button to add Action Items

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

Sequence Numbers controls the order in which the Action Items are displayed to the user

Specify the assigned contributors either at the role or user level

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

Add another Action Item

The next step is to generate a pagelet for your Activity Guide

Select a Data Type of Activity Guide
Specify the Activity Guide template you created

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

The pagelet preview will show how your pagelet will be displayed

Publish the pagelet as either a homepage or template based pagelet
Click the Finish button to publish the pagelet

The Next Step is to Associate your WorkCenter with the Activity Guide

You must select Activity Guide Layout template
Add the template or homepage pagelet you created to the WorkCenter

Next Step is to navigate to your Activity Guide via the primary page of your WorkCenter

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 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

Complexity/Level of Effort
Activity Guides Summary Benefits Complexity/Level of Effort Considerations Links together separate transactions to complete a business process Does not require customization directly within the PeopleSoft transaction to utilize, therefore reducing upgrade impact Configuration/Implementation Customization (if pre or post processing logic required) Requires related content service for each Action Item Pre and Post processing logic requires application class PeopleCode Requires WorkCenter to display pagelet and transactional page side by side Moderate

Pivot Grids

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 Grids Typical Pivot Grid Configurations Chart and Grid
Chart Only

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 8.53 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 8.53 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 8.53 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 8.53 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 8.53 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 8.53 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.

Using the Wizard to Create Pivot Grids: Focus on New Features in 8.53

Step 1: Properties Basic information about the Pivot Grid.

Step 2: Selecting Source/Fields
Provide Query name and indicate the columns to be used within the Pivot Grid model.

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.

…Bottom of Step 3… Step Part 2: Defining the prompts Shows the prompts defined in the Query. Can indicate if they are hidden from end user (New).

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.

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.

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.

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

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.

Complexity/Level of Effort Complexity/Level of Effort
Pivot Grids Summary Benefits Complexity/Level of Effort Considerations Quick/Easy creation of analytical/interactive grids/charts Eliminates the need to download to Excel and create pivot tables Improves security and control over application data Ensures data is current by keeping it IN the application Configuration/Implementation (All done online) No Customization – unless modifying a delivered one Query Performance Keeping Query and Pivot Grid in sync Can only use PSQuery object as input to Pivot Grid Modifying PS delivered Pivot Grids Benefits Complexity/Level of Effort Considerations Xx xx Configuration/Implementation No Customization Simple

Summary Feature Requires Configuration or Customization in Tools Only Upgrade Level of Effort in Tools Only Upgrade Related Content/Action Configuration/Implementation (unless modifying delivered) Activity Guides Pivot Grids Simple Moderate Simple

Resources Where To Get More Information
Customer Sites PeopleSoft Applications External Site Support 107

PeopleSoft Resources PeopleSoft 9.2 Information Portal

PeopleSoft Resources PeopleSoft Video Feature Overviews
General ERP PeopleSoft Update Manager Supplier Hierarchy Continuous Delivery Overview Global Search for FMS/SCM PeopleSoft Information Development Mobile Inventory Manager eProcurement User Interface and Global Search HCM and ELM Global Search for HCM Program Management Integration with Primavera P6 Paycheck Modeling Benefits Life Events Mobile Expenses Recruiting: Candidate Gateway Accounts Payable WorkCenter Recruiting: Talent Acquisition Manager Cash Position and Forecast ePerformance Tools and Technology Enterprise Learning Management Global Search, Related Actions, Component Search Mobile Company Directory Setup Overview for Mobile Company Directory Actionable Operational Analytics WorkCenter Framework Total Rewards Pivot Grids Org Chart Viewer Mobile Approvals Talent Summary PeopleSoft Interaction Hub Manager Dashboard iPad Certification Forms and Approvals Builder

PeopleSoft Resources Additional Documents
Documentation Hosted PeopleBooks Cumulative Feature Overview PeopleSoft PeopleTools 8.53 Documentation Homepage PeopleSoft PeopleTools 8.53 Release Value Proposition PeopleSoft PeopleTools 8.53 PreRelease Notes 110

-- Appendix --

Modal Windows

Modal Windows Overview 8.50 8.52 and 8.53
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 Windows

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 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 Windows Background window is not grayed out.
Modeless window – simplified new window. (no controls)

Modal/Modeless Windows
Summary Benefits Complexity/Level of Effort Considerations Improves Usability Can see both pages at once For 9.2 applications: Modal windows are Automatic Implementation for customer owned areas Customization for any PeopleSoft delivered objects wanting to change behavior Customizing delivered objects Logic in modal windows that call transfer() api’s Will close the modal window and transferred page will show in full window Modeless window limitations Simple

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