PeopleTools Features for the
Smart Functional User
Jeff Robbins
Senior Director, PeopleSoft Strategy
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Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
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.
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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.
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Topics
 Related Content/Actions - Enhanced
 Activity Guide - New
 Pivot Grids - Enhanced
Appendix
 Modal Windows – Enhanced
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Related
Content/Actions
Framework
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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
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Related Actions/Content Framework
Types of Services Allowed
 Application Class
 Embedded Pagelet
 External URL
 OBIEE Pagelet
 Query
 Component
 Content Reference / CREF
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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
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Related Actions/Content Framework
Related Content Example
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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)
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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
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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)
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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.
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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)
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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.
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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)
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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.
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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
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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)
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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.
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Implementing Related
Actions:
Focus on Action
Dropdown Widget
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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.
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Actions Widget – New button type
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
(doesn’t have to say
“Actions”)
- No PeopleCode is needed.
4. Save the page
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Side Note: Alternate way of maintaining Pivot
Grid actions.
Manage Related Content Service transaction is
where you maintain all related content and
related actions.
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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.
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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)
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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)
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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).
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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.
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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.
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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.
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Layout for Related Actions:
Can add folders to better organize/group
the items.
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Related Actions
Summary
Benefits
Complexity/Level of
Effort
• Bring in related information in
bottom/right frame to
supplement the transaction
without customizing
• Configuration/Implementation –
if adding additional. Can be
done all online if not using the
Actions Widget.
• Tie in related actions for better
productivity - don’t have to
navigate away to do related
tasks
• No Customization – unless
modifying delivered rows or
adding the new Actions drop
down widget
• Easier configuration and
maintenance
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Simple
Considerations
• 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
Activity Guides
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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
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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)
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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
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Activity Guides
User Interface Example in HCM 9.2
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Activity Guides
User Interface Example in HCM 9.2 (continued)
Pagelet
Area:
Action Items
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Activity Guides
User Interface Example in HCM 9.2 (continued)
WorkCenter Header Area: Navigational Buttons
Pagelet
Area:
Action Items
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Activity Guides
User Interface Example in HCM 9.2 (continued)
WorkCenter Header Area: Navigational Buttons
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Pagelet
Area:
Transactional Area:
Action Items
PeopleSoft Page, External Website, PS/Query
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Activity Guides
Instances
 Instances are unique sessions
 Definitional properties include:
 Identification
 Notification
 Security
 Contextual Data
 Pagelet Area Processing
 Action Items
 Etc
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Activity Guides
Templates
 Allows for reuse of properties (defaults)




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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
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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
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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
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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:
1.
2.
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Review PeopleTools Options settings
Review HCM Installation Table settings
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Activity Guides
Deployment Example Demo
Steps Covered in the Demo:
1.
2.
3.
4.
5.
6.
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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
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Activity Guides
Deployment Example Demo
Steps NOT Covered in the Demo:
1.
2.
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Creation of Related Content Service Definitions
Creation of the WorkCenter
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First step is to create the Template
- Use the Create Template button to add a new
activity guide template and assign properties
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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
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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
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Contextual Data uniquely identifies an
instance when it is created dynamically
- Examples:
•EMPLID
•OPRID
•SetID
•Department
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Instance Creation
- special application logic
- application package method that will
be used when creating an Instance
dynamically
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Configurable Fields
- displayed as related data for an
action item
- populated by Instance creation logic
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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
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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
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Modal appears where you enter the title and
description and then click the Create button
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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
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Next step is to add Action Items:
1. Go to Manage Activity Guide
Templates page
2. Click on the Template
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Use the Add Item button to add Action Items
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Item ID and Title
- If you don’t use all 10 characters, additional
characters will be appended for uniqueness
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Sequence Numbers controls the order in which the
Action Items are displayed to the user
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Specify the assigned contributors either at
the role or user level
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Action Item Link
- Displays a PeopleSoft page, nonPeopleSoft 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
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Add another Action Item
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The next step is to generate a pagelet for your
Activity Guide
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Select a Data Type of Activity Guide
Specify the Activity Guide template you created
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The Template name defaults, but if your pagelet is
Instance specific you will need to specify the
Instance ID that was created
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The pagelet preview will show how your
pagelet will be displayed
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Publish the pagelet as either a homepage or
template based pagelet
Click the Finish button to publish the pagelet
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The Next Step is to Associate your
WorkCenter with the Activity Guide
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You must select Activity Guide Layout
template
Add the template or homepage pagelet
you created to the WorkCenter
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Next Step is to navigate to
your Activity Guide via the
primary page of your
WorkCenter
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Activity Guides
Recap of Deployment Steps
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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
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Activity Guides
Recap of Deployment Steps (continued)
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
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Activity Guides
Summary
Benefits
Complexity/Level of
Effort
• 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)
Moderate
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Considerations
• 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
Pivot Grids
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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
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Pivot Grids
Typical Pivot Grid Configurations
Chart Only
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Chart and Grid
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
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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.
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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
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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.
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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.
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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.
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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.
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Using the Wizard to Create Pivot
Grids:
Focus on New Features in 8.53
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Step 1: Properties
Basic information about the Pivot Grid.
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Step 2: Selecting Source/Fields
Provide Query name and indicate the
columns to be used within the Pivot Grid
model.
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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.
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…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).
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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.
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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.
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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.
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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.
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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.
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Pivot Grids
Summary
Benefits
Benefits
• Xx
• Quick/Easy creation of
analytical/interactive
• Xx
grids/charts
• xx
• 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
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Complexity/Level of
Effort
• Configuration/Implementation
• Configuration/Implementation
online)
•(All
Nodone
Customization
Considerations
Considerations
• Xx
• Query Performance
• Xx
• Keeping Query and Pivot Grid
• No Customization – unless
modifying a delivered one
• Xxin sync
• xx
• Can only use PSQuery object
as input to Pivot Grid
Simple
• Modifying PS delivered Pivot
Grids
Summary
Feature
Requires Configuration or Customization
in Tools Only Upgrade
Related
Content/Action
Configuration/Implementation
Activity Guides
Configuration/Implementation
(unless modifying delivered)
(unless modifying delivered)
Pivot Grids
Simple
Moderate
Configuration/Implementation
(unless modifying delivered)
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Level of Effort in
Tools Only
Upgrade
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Simple
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
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PeopleSoft Resources
PeopleSoft 9.2 Information Portal
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www.peoplesoft92.com
PeopleSoft Resources
PeopleSoft Video Feature Overviews
General
www.youtube.com/PSFTOracle
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

Program Management Integration
 Global Search for HCM
with Primavera P6
 Paycheck Modeling

Mobile Expenses
 Benefits Life Events

Accounts Payable WorkCenter
 Recruiting: Candidate Gateway

Cash Position and Forecast
 Recruiting: Talent Acquisition
Manager
Tools and Technology
 ePerformance
 Enterprise Learning Management
 Global Search, Related Actions,
 Mobile Company Directory
Component Search
 Setup Overview for Mobile Company  Actionable Operational Analytics
Directory
 WorkCenter Framework
 Total Rewards
 Pivot Grids
 Org Chart Viewer
 Mobile Approvals
 Talent Summary
 PeopleSoft Interaction Hub
 Manager Dashboard
 iPad Certification
 Forms and Approvals Builder
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PeopleSoft Resources
Additional Documents
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
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-- Appendix --
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Modal Windows
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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

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Can’t issue a transfer() from a modal window – the modal will close
and replace primary page
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Modal Windows
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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()
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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()
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Modeless Windows
Background window is not
grayed out.
Modeless window –
simplified new window. (no
controls)
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Modal/Modeless Windows
Summary
Benefits
• Improves Usability
Complexity/Level of
Effort
• For 9.2 applications: Modal
windows are Automatic
• Can see both pages at once
• Implementation for customer
owned areas
• Customization for any
PeopleSoft delivered objects
wanting to change behavior
Simple
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Considerations
• 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
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