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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
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
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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
� 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?
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– 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
Topics
� Related Content/Actions - Enhanced
� Activity Guide - New
� Pivot Grids - Enhanced
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� Modal Windows – Enhanced
Appendix
Related Content/Actions
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Content/Actions Framework
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
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transaction
� Contextual based
– Map to fields on the current page to bring up related/contextual information
� Managed Object starting in 8.52 PeopleTools
Related Actions/Content Framework
� Via a Service Definition
– Application Class
– Embedded Pagelet
– External URL
Types of Services Allowed
– Query
– Script
– Component
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– External URL
– OBIEE pagelet
� Directly in Manage RC/RA transaction
– Content Reference /CREF
– Service
– Pagelet
Component
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
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� 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 Actions/Content FrameworkRelated Content Example
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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
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� Can add to any transaction, SES search results, pagelets
� Can now add to a Pivot Grid (New in 8.53)
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
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window
– Can also be PeopleCode logic that is executed to perform a task - no
window launched
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
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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
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page in Application Designer.
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
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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
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Application Designer.
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
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– SES Search Results (New look in 8.53)
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
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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.
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
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– SES Search Results (New look in 8.53)
– Related Content page level drop down
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
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ONLY for Component Level Related Content
Services. (Mapped to Component Keys)
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
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– 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.
Implementing Related Actions:
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Actions:
Focus on Action Dropdown Widget
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.
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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
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- 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
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Manage Related Content Service transaction is
where you maintain all related content and
related actions.
Select the desired component you want to set-
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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.
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)
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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)
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.)
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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
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(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).
Map the parameters
for the
service/content
reference to any
page field in the
source component.
Only need to map
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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)
Only need to map
the required keys –
you will also often
see alternate keys
listed.
Can sort by the Actions Field column
to select the field that was added
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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).
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Pressing Configure Layout will bring
up the a configuration page.
Layout for Related Actions:
Can add folders to better organize/group
the items.
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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
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• 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
Activity Guides
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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
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� 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
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
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– 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
� 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)
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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 GuidesUser Interface Example in HCM 9.2
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Activity GuidesUser Interface Example in HCM 9.2 (continued)
Pagelet
Area:
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Area:
Action Items
Activity GuidesUser Interface Example in HCM 9.2 (continued)
Pagelet
Area:
WorkCenter Header Area: Navigational Buttons
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Area:
Action Items
Activity GuidesUser Interface Example in HCM 9.2 (continued)
Pagelet
Area:
WorkCenter Header Area: Navigational Buttons
Transactional Area:
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Area:
Action Items
Transactional Area:
PeopleSoft Page, External Website, PS/Query
Activity GuidesInstances
� Instances are unique sessions
� Definitional properties include:
� Identification
� Notification
� Security
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� Security
� Contextual Data
� Pagelet Area Processing
� Action Items
� Etc
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
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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
� Transactional based steps or tasks that are assigned to a participant for completion
� Requires Related Content Service definitions
Action Items
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Service definitions
� Ordered by sequence number within the activity guide
� Can be organized hierarchically by groups with parent child relationships
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)
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– Insert new Action Items
– Delete Action Items
– Update statuses
– Change assignment of participants
– Etc
Activity Guides
Scenario: Create an Activity Guide for the System Administrator for
several tasks that are required during HCM System
implementation
Deployment Example Demo
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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
Activity Guides
Steps Covered in the Demo:
1. Create a Template
2. Create an Instance
Deployment Example Demo
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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
Activity Guides
Steps NOT Covered in the Demo:
1. Creation of Related Content Service Definitions
2. Creation of the WorkCenter
Deployment Example Demo
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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
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Notification Options
- Send email 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
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- 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
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•OPRID
•SetID
•Department
Instance Creation
- special application logic
- application package method that will
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- 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
Pagelet Options
- allows additional navigation buttons (other
than Previous and Next) to be specified
- Examples:
• Continue
• Cancel
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• 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
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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 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
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generated based on the Template name
for uniqueness
Next step is to add Action Items:
1. Go to Manage Activity Guide
Templates page
2. Click on the Template
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2. Click on the Template
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
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
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
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
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
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
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
Pivot Grids
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Pivot Grids
� First introduced with PeopleTools
8.52
� Interactive analytical grid and
charting tool
Overview
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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 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
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� Cleaner UI
� Options moved up into a
Settings Menu
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.
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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)
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� 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
Drill down capability + hooking in Related Actions
Pivot Grids – New in 8.53
For Chart Only Pivot Grids
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- Clicking on area in chart
will allow you to drill down to
see the details.
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.
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Allows you to jump to transactions easily
and perform related tasks based on the
data.
Easier to “Act” on the data now.
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.
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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:
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Grids:
Focus on New Features in 8.53
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.
Step 3 -- Part 1: Defining the model
Column Labels (New): Can override the labels.
Column Type:
- Axis: Fields that qualify the Value
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- 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 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).
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.
)
Step 5: Preview
Verify settings/chart layout
Can now configure Related Actions and
Publish as a Pagelet directly from here. (New)
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) 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
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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.
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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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
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a Pagelet” link to bring up the Pagelet Wizard
transaction.
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
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• 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
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
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Activity Guides Configuration/Implementation
(unless modifying delivered)
Pivot Grids Configuration/Implementation
(unless modifying delivered) Simple
Moderate
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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
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4:45 PeopleSoft Technology Roadmap CON9183 MW - 3002/4
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Securing Your PeopleSoft Integration Infrastructure CON9205 MW - 3011
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Securing Your PeopleSoft Environment Today & Preparing for Tomorrow CON9202 MW - 3009
Using Virtualization to Manage TCO CON9206 MW - 3007
Tuesday
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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
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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
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PeopleTools Roadmap: Platforms CON9203 MW - 3011
3:30 Case Study: Delivering a Ground-Breaking User Interface with PeopleTools CON9186 MW - 3009
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Questions
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-- Appendix --
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-- Appendix --
Modal Windows
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Modal Windows
� 8.50
– Prompts and Errors/Warning messages, Grid Zoom appear modally
automatically
� 8.52 and 8.53
Overview
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� 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
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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
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� 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
� 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
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� 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)
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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
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• 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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Copyright © 2012, Oracle and/or its affiliates. All rights reserved.126