PeopleTools Features for the Smart Functional User

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

2. 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.

3. 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. Goals for this Session

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

5. Related Content/Actions Framework

6. 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

7. Related Actions/Content Framework Types of Services Allowed • Application Class • Embedded Pagelet • External URL • OBIEE Pagelet • Query • Component • Content Reference / CREF

8. 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

9. Related Actions/Content Framework Related Content Example

10. 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)

11. 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

12. 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)

13. 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.

14. 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)

15. 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.

16. 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)

17. 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.

18. 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

19. 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)

20. 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.

21. Implementing Related Actions: Focus on Action Dropdown Widget

22. 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.

23. Actions Widget – New button type • 1. Open page in Application Designer • Add button/hyperlink widget in desired location • Set the new properties • New Type “Action Widget” • Tie it to a work record/field • Label can be set to anything (doesn’t have to say “Actions”) • No PeopleCode is needed. • 4. Save the page

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

25. 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.

26. 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)

27. 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)

28. 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).

29. Map the parameters for the service/content reference to any page field in the source component. Only need to map the required keys – you will also often see alternate keys listed. Use the Select button in Menu Options box to associate this service to the actions widget field added earlier. (Or any field)

30. 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.

31. 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.

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

33. Related Actions Summary Simple

34. Activity Guides

35. 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

36. 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)

37. 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

38. Activity Guides User Interface Example in HCM 9.2

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

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

41. Activity Guides User Interface Example in HCM 9.2 (continued) WorkCenter Header Area: Navigational Buttons Pagelet Area: Action Items Transactional Area: PeopleSoft Page, External Website, PS/Query

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

43. Activity Guides Templates • Allows for reuse of properties (defaults) by Instances • Required to generate Instances dynamically • Required to utilize pagelet wizard to generate an Action Item pagelet • Template and Instance definitions contain virtually the same properties • Additional properties exist on Template that allow Instance creation at run time using application logic

44. 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

45. 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

46. Activity Guides Deployment Example Demo Scenario: Create an Activity Guide for the System Administrator for several tasks that are required during HCM System implementation To keep it simple we are only adding two steps (pages) to the Activity Guide: • Review PeopleTools Options settings • Review HCM Installation Table settings

47. Activity Guides Deployment Example Demo Steps Covered in the Demo: • Create a Template • Create an Instance • Create Action Items for the two steps • Generate an Activity Guide pagelet • Associate a WorkCenter with an Activity Guide • Test the Activity Guide

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

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

50. 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