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Page 1: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.1

Page 2: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

PeopleTools Developer: PeopleTools 8.53 in Action

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.2

PeopleTools 8.53 in Action

Christine Libby – FSCM Architect

Russell Broom – HCM Architect

Page 3: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

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

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.3

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.

Page 4: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Goals for this Session

� Raise awareness on PeopleTools 8.53

� Help understand new PeopleTools features – from a developer’s

point of view:

– What are the benefits for implementing a feature?

– What things should you watch out for? What are the limitations?

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.4

– What things should you watch out for? What are the limitations?

– Is feature usable “out of the box” or does it require additional configuration or

customization?

– What is the estimated level of effort to implement in a Tools Only Upgrade?

Disclaimer: Examples/demo’s are intended for illustrative purposes only.

Simple Moderate Complex

Page 5: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Topics

� Related Content/Actions - Enhanced

� Activity Guide - New

� Pivot Grids - Enhanced

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.5

� Modal Windows – Enhanced

Appendix

Page 6: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Content/Actions

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.6

Content/Actions Framework

Page 7: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� Allows extension of a transaction without customizing the component

� Streamlined user interaction

– Can do actions, tasks, see related information without leaving the

transaction

Overview

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.7

transaction

� Contextual based

– Map to fields on the current page to bring up related/contextual information

� Managed Object starting in 8.52 PeopleTools

Page 8: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� Via a Service Definition

– Application Class

– Embedded Pagelet

– External URL

Types of Services Allowed

– Query

– Script

– Component

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.8

– External URL

– OBIEE pagelet

� Directly in Manage RC/RA transaction

– Content Reference /CREF

– Service

– Pagelet

Component

Page 9: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� Brings additional, supplemental information into your transaction

in a bottom or side frame

� Ideal for information that will help users complete the current

Related Content Overview

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.9

� 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

Page 10: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content FrameworkRelated Content Example

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.10

Page 11: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� Ties additional actions to a transaction without customizing

� Allows you to access related tasks without leaving the transaction

Related Actions Overview

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.11

� Can add to any transaction, SES search results, pagelets

� Can now add to a Pivot Grid (New in 8.53)

Page 12: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� Instead of displaying in split frame, Related Actions …

– Can be opened in modal window, new window, or replace the current

window

Related Actions Overview - continued

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.12

window

– Can also be PeopleCode logic that is executed to perform a task - no

window launched

Page 13: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� Different ways the Context Menu can be invoked:

– Red Glyph Indicator on a field (Can tie it to any visible field)

Implementing/Invoke the Context Menu

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.13

Page 14: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

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 - InvokingRed Glyph Indicator

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.14

page in Application Designer.

Page 15: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� 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)

Implementing/Invoke the Context Menu

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.15

Page 16: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

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 - InvokingActions Drop Down Widget

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.16

Application Designer.

Page 17: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� 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)

Implementing/Invoke the Context Menu

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.17

– SES Search Results (New look in 8.53)

Page 18: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content - InvokingSES Search Related Actions

Mouse over row to see grey bar, then click on Mouse over row to see grey bar, then click on

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.18

Mouse over row to see grey bar, then click on Mouse over row to see grey bar, then click on

bar to bring up the context menu.

Page 19: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� 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)

Implementing/Invoke the Context Menu

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.19

– SES Search Results (New look in 8.53)

– Related Content page level drop down

Page 20: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content - InvokingRelated Content drop down

Click on the Related Content drop down in the

transaction header area.

ONLY for Component Level Related Content

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.20

ONLY for Component Level Related Content

Services. (Mapped to Component Keys)

Page 21: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content Framework

� 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

What’s new in PeopleTools 8.53

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.21

– Optional way to display context menu vs. red glyph

– Requires Page customization

� 9.2 Applications taking advantage of new widget in some places.

� Customer’s 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.

Page 22: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Implementing Related Actions:

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.22

Actions:

Focus on Action Dropdown Widget

Page 23: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related Actions/Content - InvokingActions Drop Down Widget

Can be anywhere on a page, not

just in a grid.

Especially useful in a grid to

consolidate actions.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.23

Page 24: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

1. Open page in Application Designer 1. Open page in Application Designer

2. Add button/hyperlink widget in

desired location

3. Set the new properties

- New Type “Action Widget”

Actions Widget – New button type

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.24

- 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

Page 25: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Side Note: Alternate way of maintaining Pivot

Grid actions.

Manage Related Content Service transaction is

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.25

Manage Related Content Service transaction is

where you maintain all related content and

related actions.

Page 26: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Select the desired component you want to set-

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.26

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.

Page 27: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Grid 1: Used for services that are for

the entire component – based on

component keys only. (Shown in

the transaction header bar)

Use Tab 1 to configure Related Content services Use Tab 1 to configure Related Content services

(Shown in bottom/right split frame)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.27

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)

Page 28: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Grid 1: Used for services that are at the

component level. (ex. Shown in SES

Search results)

Use Tab 2 to configure Related Action services.

(modal, new window, etc.)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.28

Search results)

Grid 2: Used for services that are field

context sensitive. (Shown in field’s context

menu via red glyph or actions widget)

Page 29: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Enter service information into 2nd grid:

-Tie to a service definition or Content Ref

-Indicate target type

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.29

(or any other field).

Use the Configure button to map the values and

associate to the newly added Action widget field

(or any other field).

Page 30: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Map the parameters

for the

service/content

reference to any

page field in the

source component.

Only need to map

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.30

Use the Select button in Menu

Options box to associate this

service to the actions widget field

added earlier. (Or any field)

Only need to map

the required keys –

you will also often

see alternate keys

listed.

Page 31: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Can sort by the Actions Field column

to select the field that was added

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.31

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.

Page 32: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Last tab is used to:

- Configure the order/appearances of

the context menu(s).

- Configure the related content frame

(bottom, right).

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.32

Pressing Configure Layout will bring

up the a configuration page.

Page 33: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Layout for Related Actions:

Can add folders to better organize/group

the items.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.33

Page 34: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Related ActionsSummary

Benefits Complexity/Level of

Effort

Considerations

• 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.

• Row level Security

• Basic component security is

handled automatically by

PeopleTools (for CREF

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.34

• Tie in related actions for better

productivity - don’t have to

navigate away to do related

tasks

• Easier configuration and

maintenance

• No Customization – unless

modifying delivered rows or

adding the new Actions drop

down widget

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

Page 35: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.35

Page 36: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

� Activity Guides are guided procedures that are steps or tasks for a user or group of users to complete

� Participants are the users who are completing these steps or tasks

� Instances are unique sessions of an Activity Guide that are

Overview of Terms

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1336

� 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

Page 37: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

� 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)

Overview

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1337

– 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)

Page 38: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

� 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

Overview (continued)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1338

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

Page 39: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity GuidesUser Interface Example in HCM 9.2

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1339

Page 40: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity GuidesUser Interface Example in HCM 9.2 (continued)

Pagelet

Area:

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1340

Area:

Action Items

Page 41: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity GuidesUser Interface Example in HCM 9.2 (continued)

Pagelet

Area:

WorkCenter Header Area: Navigational Buttons

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1341

Area:

Action Items

Page 42: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity GuidesUser Interface Example in HCM 9.2 (continued)

Pagelet

Area:

WorkCenter Header Area: Navigational Buttons

Transactional Area:

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1342

Area:

Action Items

Transactional Area:

PeopleSoft Page, External Website, PS/Query

Page 43: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity GuidesInstances

� Instances are unique sessions

� Definitional properties include:

� Identification

� Notification

� Security

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1343

� Security

� Contextual Data

� Pagelet Area Processing

� Action Items

� Etc

Page 44: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity GuidesTemplates

� Allows for reuse of properties (defaults) by Instances

� Required to generate Instances dynamically

� Required to utilize pagelet wizard to generate an Action Item pagelet

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1344

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

Page 45: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

� Transactional based steps or tasks that are assigned to a participant for completion

� Requires Related Content Service definitions

Action Items

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1345

Service definitions

� Ordered by sequence number within the activity guide

� Can be organized hierarchically by groups with parent child relationships

Page 46: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

� 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

Action Items (continued)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1346

– Insert new Action Items

– Delete Action Items

– Update statuses

– Change assignment of participants

– Etc

Page 47: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

Scenario: Create an Activity Guide for the System Administrator for

several tasks that are required during HCM System

implementation

Deployment Example Demo

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1347

To keep it simple we are only adding two steps (pages) to the Activity

Guide:

1. Review PeopleTools Options settings

2. Review HCM Installation Table settings

Page 48: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

Steps Covered in the Demo:

1. Create a Template

2. Create an Instance

Deployment Example Demo

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1348

3. Create Action Items for the two steps

4. Generate an Activity Guide pagelet

5. Associate a WorkCenter with an Activity Guide

6. Test the Activity Guide

Page 49: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Activity Guides

Steps NOT Covered in the Demo:

1. Creation of Related Content Service Definitions

2. Creation of the WorkCenter

Deployment Example Demo

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1349

Page 50: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

First step is to create the Template

- Use the Create Template button to add a new

activity guide template and assign properties

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1350

Page 51: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Enter an Activity Guide ID, title, and description

- If you don’t use full 10 characters, additional

characters will be appended for uniqueness

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1351

Notification Options

- Send email to participants when Action Items

are added or changed by an administrator

Page 52: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Security

- Can be assigned at either user or role level

- Administrator access allows update of

Templates and Instances

- Contributors are participants who will

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1352

- Contributors are participants who will

complete Action Items within an Instance

- Viewers are allowed to view but not update

Action Items in an instance

Page 53: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Contextual Data uniquely identifies an

instance when it is created dynamically

- Examples:

•EMPLID

•OPRID

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1353

•OPRID

•SetID

•Department

Page 54: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Instance Creation

- special application logic

- application package method that will

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1354

- application package method that will

be used when creating an Instance

dynamically

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Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1355

Configurable Fields

- displayed as related data for an

action item

- populated by Instance creation

logic

Page 56: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Pagelet Options

- allows additional navigation buttons (other

than Previous and Next) to be specified

- Examples:

• Continue

• Cancel

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1356

• 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

Page 57: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Once you save the Activity Guide, the Create

Instance button appears on the Properties page

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1357

Use the Create Instance button to create an

Instance using the properties from the Template

you defined

Page 58: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Modal appears where you enter the title and Modal appears where you enter the title and

description and then click the Create button

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1358

Page 59: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

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

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1359

generated based on the Template name

for uniqueness

Page 60: 1 Copyright © 2012, Oracle and/or its affiliates. All ... · Russell Broom –HCM Architect. The following is intended to outline our general product direction. It is intended for

Next step is to add Action Items:

1. Go to Manage Activity Guide

Templates page

2. Click on the Template

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 1360

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 Specify the assigned contributors either at

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Specify the assigned contributors either at Specify the assigned contributors either at

the role or user level

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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

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Save the definition then click on the Return link to return back

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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

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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

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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

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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

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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

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WorkCenter

primary page of your

WorkCenter

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Activity Guides

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

Recap of Deployment Steps

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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 adhocbasis

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Activity Guides

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

Recap of Deployment Steps (continued)

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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 GuidesSummary

Benefits Complexity/Level of

Effort

Considerations

• Links together separate

transactions to complete a

business process

• Configuration/Implementation

• Customization (if pre or post

processing logic required)

• Requires related content

service for each Action Item

• Pre and Post processing

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• Does not require

customization directly within

the PeopleSoft transaction to

utilize, therefore reducing

upgrade impact

processing logic required) • Pre and Post processing

logic requires application

class PeopleCode

• Requires WorkCenter to

display pagelet and

transactional page side by

sideModerate

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Pivot Grids

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Pivot Grids

� First introduced with PeopleTools

8.52

� Interactive analytical grid and

charting tool

Overview

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.88

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 GridsTypical Pivot Grid Configurations

Chart Only

Chart and Grid

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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

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.90

� Cleaner UI

� Options moved up into a

Settings Menu

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Pivot Grids – New in 8.53 Multi-Select and Progressive Filtering

Once you select values in one filter – the

Filter drop downs now support ability to select

All, or Pick (n) values.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.91

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)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.92

� Can be all done in PIA

� More information in LCM session:

� CON9193 - Understanding PeopleSoft Maintenance Tools & How

They Fit Together

� Wednesday 10:15

� Moscone West 3002/3004

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Drill down capability + hooking in Related Actions

Pivot Grids – New in 8.53

For Chart Only Pivot Grids

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.93

- Clicking on area in chart

will allow you to drill down to

see the details.

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Drill down capability + hooking in Related Actions

Pivot Grids – New in 8.53

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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Drill down capability + hooking in Related Actions

Pivot Grids – New in 8.53

related actions.

Clicking on the “Actions” drop down

displays the context menu and any defined

related actions.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.95

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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Drill down capability + hooking in Related Actions

Pivot Grids – New in 8.53

For Grid and Chart Pivot Grids

-Clicking on any cell in the grid will display the

detail grid.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.96

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:

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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

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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

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.100

- 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

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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 –

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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)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.103

) 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

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.104

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.

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Copyright © 2012, Oracle and/or its affiliates. All rights reserved.105

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

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.106

a Pagelet” link to bring up the Pagelet Wizard

transaction.

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Pivot GridsSummary

Benefits Complexity/Level of

Effort

Considerations

• Xx

• Xx

• xx

• Configuration/Implementation

• No Customization

• Xx

• Xx

• Xx

Benefits Complexity/Level of

Effort

Considerations

• Quick/Easy creation of

analytical/interactive

grids/charts

• Configuration/Implementation

(All done online)

• Query Performance

• Keeping Query and Pivot Grid

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.107

• xx • Xx

• 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

• No Customization – unless

modifying a delivered one

in sync

• Can only use PSQuery object

as input to Pivot Grid

• Modifying PS delivered Pivot

GridsSimple

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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) Simple

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.108

Activity Guides Configuration/Implementation

(unless modifying delivered)

Pivot Grids Configuration/Implementation

(unless modifying delivered) Simple

Moderate

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Get Connected and Win a Prize!

�Follow PeopleSoft on Twitter (@PeopleSoft_Info)

�Everyday, Learn the “Fact of the Day”

PeopleSoft “Fact of the Day” Oracle OpenWorld Giveaway

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.109

� If Asked, Share the “Fact of the Day”

�Win a Prize!

You Could Be Asked At Any PeopleSoft

Oracle OpenWorld Session

Official Rules Available Upon Request

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Information PortalHosted & Mobile PeopleBooks

Doc Home Pages and Enterprise Integration Point

Maps

Learn MorePeopleSoft Information Development Resources

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.110 Click images for more information

Transfer of Information (TOIs)Cumulative Feature Overview & Upgrade Resource Report Tools

Business Process Maps & Entity Relationship Diagrams

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Video Feature OverviewsPeopleSoft Apps Strategy Blog

& Legislative Updates

Learn MorePeopleSoft Information Development Resources

Oracle Learning Library

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.111 Click images for more information

Twitter Linked in Facebook

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PeopleTools Sessions of Interest

Time Title Session Location

10:45 Performance Tuning for the PeopleSoft Administrator CON9210 MW - 3009

12:15 Art of the Possible: A Great User Experience via PSFT Applications Portal CON9188 MW - 3009

Putting the PeopleSoft Test Framework to Work for You CON9190 MW - 3011

Oracle Engineered Systems Success with PeopleSoft CON9204 MW - 3008

4:45 PeopleSoft Technology Roadmap CON9183 MW - 3002/4

Monday

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.112

4:45 PeopleSoft Technology Roadmap CON9183 MW - 3002/4

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PeopleTools Sessions of Interest

Time Title Session Location

10:15 PeopleTools Roadmap: Mobile Applications CON9196 MW - 3009

Securing Your PeopleSoft Integration Infrastructure CON9205 MW - 3011

11:45 Mastering the PeopleSoft Reporting Suite CON9201 MW - 3011

Securing Your PeopleSoft Environment Today & Preparing for Tomorrow CON9202 MW - 3009

Using Virtualization to Manage TCO CON9206 MW - 3007

Tuesday

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.113

Using Virtualization to Manage TCO CON9206 MW - 3007

1:15 Implementing a PSFT Maintenance Strategy with PSFT Update Manager CON9192 MW - 3009

5:00 PeopleTools Developer: PeopleTools 8.53 in Action CON9187 MW - 3009

New Functional PeopleTools Capabilities for the Line of Business User CON8932 MW - 3007

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PeopleTools Sessions of Interest

Time Title Session Location

10:15 PeopleTools Roadmap: Integration Broker CON9189 MW - 3009

Understanding PeopleSoft Maintenance Tools & How They Fit Together CON9193 MW - 3002/4

11:45 Taking Advantage of PeopleTools’ New Search Features CON9208 MW - 3009

1:15 PeopleTools Developer: Tips & Techniques CON9185 MW - 3009

PeopleTools Roadmap: Platforms CON9203 MW - 3011

Wednesday

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.114

PeopleTools Roadmap: Platforms CON9203 MW - 3011

3:30 Case Study: Delivering a Ground-Breaking User Interface with PeopleTools CON9186 MW - 3009

PeopleTools 8.53 Experiences - Panel Discussion CON9198 MW - 3007

PSFT Update Manager – Hands on Lab #1 (2.5 hours) HOL10460 Marriott - Nob Hill A/B

5:00 PeopleTools Product Team Panel Discussion CON9200 MW - 3009

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PeopleTools Sessions of Interest

Time Title Session Location

11:15 Using the Integration Network to Build, Test, & Debug Your Integrations CON9194 MW - 3009

PeopleTools Developer: A Guide to Properly Enhancing PSFT Applications CON9197 MW - 3011

PeopleSoft Update Manager – Hands on Lab #2 (2.5 hours) HOL10460 Marriott – Nob Hill A/B

Meet the PeopleSoft PeopleTools Experts MTE9652 MW 2001A

Thursday

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.115

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Questions

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-- Appendix --

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.117

-- Appendix --

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Modal Windows

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.118

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Modal Windows

� 8.50

– Prompts and Errors/Warning messages, Grid Zoom appear modally

automatically

� 8.52 and 8.53

Overview

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.119

� 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

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Modal Windows

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.120

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Modal Windows

� 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

New API’s

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.121

� 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

� 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

New API’s

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.122

� 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)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.123

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Modal/Modeless WindowsSummary

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

• Customizing delivered objects

• Logic in modal windows that

call transfer() api’s

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.124

• Implementation for customer

owned areas

• Customization for any

PeopleSoft delivered objects

wanting to change behavior

call transfer() api’s

• Will close the modal

window and transferred

page will show in full

window

• Modeless window limitationsSimple

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