Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 1 PeopleTools Features for the...

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 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 Oracles products remains at the sole discretion of Oracle.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 3 Goals for this Session Raise awareness on PeopleTools 8.53 features and their use Help you understand new PeopleTools features and their value to the functional user: What are the benefits of implementing a feature? What should you consider before deciding to adopt a feature? Is the feature usable out of the box or does it require additional configuration or customization? What is the estimated level of effort to implement with your existing application (in a Tools Only Upgrade)? Disclaimer: Examples/demos are intended for illustrative purposes only.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 6 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 Contextual based Map to fields on the current page to bring up related/contextual information Managed Object starting in 8.52 PeopleTools Overview

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 7 Related Actions/Content Framework Application Class Embedded Pagelet External URL OBIEE Pagelet Query Component Content Reference / CREF Types of Services Allowed

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 8 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 task Need to see both at the same time, display only information, help/instructions, etc. First introduced in 8.50 but has been enhanced every release Related Content Overview

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 10 Related Actions/Content Framework Ties additional actions to a transaction without customizing Allows you to access related tasks without leaving the transaction Can add to any transaction, SES search results, pagelets Can now add to a Pivot Grid (New in 8.53) Related Actions Overview

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 11 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 Can also be PeopleCode logic that is executed to perform a task - no window launched Related Actions Overview - continued

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 12 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 Right clicking on field with red glyph will bring up its context menu. Requires NO modification of the page in Application Designer. Right clicking on field with red glyph will bring up its context menu. Requires NO modification of the page in Application Designer. Related Actions/Content - Invoking Red Glyph Indicator

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 14 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 Clicking on the Actions drop down widget will bring up its context menu. Requires modification to the page in Application Designer. Clicking on the Actions drop down widget will bring up its context menu. Requires modification to the page in Application Designer. Related Actions/Content - Invoking Actions Drop Down Widget

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 16 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 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. Mouse over row to see grey bar, then click on bar to bring up the context menu.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 18 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) Related Content page level drop down Implementing/Invoke the Context Menu

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 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) Click on the Related Content drop down in the transaction header area. ONLY for Component Level Related Content Services. (Mapped to Component Keys)

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 20 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 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. Whats new in PeopleTools 8.53

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 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. 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 1. Open page in Application Designer 2.Add button/hyperlink widget in desired location 3.Set the new properties -New Type Action Widget -Tie it to a work record/field -Label can be set to anything (doesnt have to say Actions) -No PeopleCode is needed. 4. Save the page 1. Open page in Application Designer 2.Add button/hyperlink widget in desired location 3.Set the new properties -New Type Action Widget -Tie it to a work record/field -Label can be set to anything (doesnt have to say Actions) -No PeopleCode is needed. 4. Save the page Actions Widget New button type

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 24 Side Note: Alternate way of maintaining Pivot Grid actions. Side Note: Alternate way of maintaining Pivot Grid actions. Manage Related Content Service transaction is where you maintain all related content and related actions. Manage Related Content Service transaction is where you maintain all related content and related actions.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 25 Select the desired component you want to setup new related content/actions within. Use the Assign Related Content to an Application Page link to assign to a transaction not already listed. Select the desired component you want to setup new related content/actions within. Use the Assign Related Content to an Application Page link to assign to a transaction not already listed.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 26 Grid 1: Used for services that are for the entire component based on component keys only. (Shown in the transaction header bar) 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 (Shown in bottom/right split frame) Use Tab 1 to configure Related Content services (Shown in bottom/right split frame) Grid 2: Used for services that are field context sensitive. (Shown in fields context menu via red glyph or actions widget) Grid 2: Used for services that are field context sensitive. (Shown in fields context menu via red glyph or actions widget)

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 27 Grid 1: Used for services that are at the component level. (ex. Shown in SES Search results) 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 fields context menu via red glyph or actions widget) Grid 2: Used for services that are field context sensitive. (Shown in fields context menu via red glyph or actions widget) Use Tab 2 to configure Related Action services. (modal, new window, etc.) Use Tab 2 to configure Related Action services. (modal, new window, etc.)

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 28 Enter service information into 2 nd grid: -Tie to a service definition or Content Ref -Indicate target type Enter service information into 2 nd 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). Use the Configure button to map the values and associate to the newly added Action widget field (or any other field).

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 29 Use the Select button in Menu Options box to associate this service to the actions widget field added earlier. (Or any field) Use the Select button in Menu Options box to associate this service to the actions widget field added earlier. (Or any field) Map the parameters for the service/content reference to any page field in the source component. Only need to map the required keys you will also often see alternate keys listed. 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.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 30 Can sort by the Actions Field column to select the field that was added earlier to the page. 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. Note: Picking any other field would show the traditional red glyph within that field.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 31 Last tab is used to: - Configure the order/appearances of the context menu(s). - Configure the related content frame (bottom, right). 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. Pressing Configure Layout will bring up the configuration page.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 32 Layout for Related Actions: Can add folders to better organize/group the items. Layout for Related Actions: Can add folders to better organize/group the items.

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 35 Activity Guides 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 Overview of Terms

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 36 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) 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) Overview

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 37 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 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 Overview (continued)

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 39 Activity Guides User Interface Example in HCM 9.2 (continued) Pagelet Area: Action Items

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 40 Activity Guides User Interface Example in HCM 9.2 (continued) Pagelet Area: Action Items WorkCenter Header Area: Navigational Buttons

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 41 Activity Guides User Interface Example in HCM 9.2 (continued) Pagelet Area: Action Items WorkCenter Header Area: Navigational Buttons Transactional Area: PeopleSoft Page, External Website, PS/Query

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 42 Activity Guides Instances Instances are unique sessions Definitional properties include: Identification Notification Security Contextual Data Pagelet Area Processing Action Items Etc

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 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

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 44 Activity Guides 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 Action Items

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 45 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 Delete Action Items Update statuses Change assignment of participants Etc Action Items (continued)

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 46 Activity Guides Scenario: Create an Activity Guide for the System Administrator for several tasks that are required during HCM System implementation To keep it simple we are only adding two steps (pages) to the Activity Guide: 1. Review PeopleTools Options settings 2. Review HCM Installation Table settings Deployment Example Demo

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 47 Activity Guides Steps Covered in the Demo: 1. Create a Template 2. Create an Instance 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 Deployment Example Demo

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 48 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 13 49 First step is to create the Template - Use the Create Template button to add a new activity guide template and assign properties 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 13 50 Enter an Activity Guide ID, title, and description - If you dont use full 10 characters, additional characters will be appended for uniqueness Enter an Activity Guide ID, title, and description - If you dont 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 Notification Options - Send email to participants when Action Items are added or changed by an administrator

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 51 Security - Can be assigned at either user or role level - Administrator access allows update of Templates and Instances - Contributors are participants who will complete Action Items within an Instance - Viewers are allowed to view but not update Action Items in an instance Security - Can be assigned at either user or role level - Administrator access allows update of Templates and Instances - Contributors are participants who will complete Action Items within an Instance - Viewers are allowed to view but not update Action Items in an instance

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 52 Contextual Data uniquely identifies an instance when it is created dynamically - Examples: EMPLID OPRID SetID Department Contextual Data uniquely identifies an instance when it is created dynamically - Examples: EMPLID OPRID SetID Department

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 53 Instance Creation - special application logic - application package method that will be used when creating an Instance dynamically Instance Creation - special application logic - application package method that will be used when creating an Instance dynamically

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 54 Configurable Fields - displayed as related data for an action item - populated by Instance creation logic Configurable Fields - displayed as related data for an action item - populated by Instance creation logic

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 55 Pagelet Options - allows additional navigation buttons (other than Previous and Next) to be specified - Examples: Continue Cancel Mark as Complete - associates application package method logic to a button that will executed at run time when a button is utilized - controls whether the progress bar appears in pagelet area for Action Items Pagelet Options - allows additional navigation buttons (other than Previous and Next) to be specified - Examples: Continue Cancel Mark as Complete - associates application package method logic to a button that will executed at run time when a button is utilized - controls whether the progress bar appears in pagelet area for Action Items

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 56 Once you save the Activity Guide, the Create Instance button appears on the Properties page Use the Create Instance button to create an Instance using the properties from the Template you defined

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 57 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 13 58 All of the properties and settings defined in the Template will be defaulted to the Instance - The activity guide ID will be auto generated based on the Template name for uniqueness All of the properties and settings defined in the Template will be defaulted to the Instance - The activity guide ID will be auto generated based on the Template name for uniqueness

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 59 Next step is to add Action Items: 1.Go to Manage Activity Guide Templates page 2.Click on the Template 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 13 62 Item ID and Title - If you dont use all 10 characters, additional characters will be appended for uniqueness Item ID and Title - If you dont use all 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 13 63 Sequence Numbers controls the order in which the Action Items are displayed to the user

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 64 Specify the assigned contributors either at the role or user level

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 65 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 Action Item Link - Displays a PeopleSoft page, non- PeopleSoft web page, or a PS/Query - Requires a related content service definition as a pre-req before you can define the link Save the definition then click on the Return link to return back

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 71 Select a Data Type of Activity Guide Specify the Activity Guide template you created

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 73 The Template name defaults, but if your pagelet is Instance specific you will need to specify the Instance ID that was created

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 76 Publish the pagelet as either a homepage or template based pagelet Click the Finish button to publish the pagelet

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 78 The Next Step is to Associate your WorkCenter with the Activity Guide

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 79 You must select Activity Guide Layout template Add the template or homepage pagelet you created to the WorkCenter

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 80 Next Step is to navigate to your Activity Guide via the primary page of your WorkCenter

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 82 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 3. Determine roles and/or users to be assigned to tasks 4. Determine whether each task requires pre or post processing logic 5. Determine whether a template is required and whether the Instance should be created dynamically, manually or on adhoc basis Recap of Deployment Steps

Copyright 2012, Oracle and/or its affiliates. All rights reserved.Insert Information Protection Policy Classification from Slide 13 83 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 9. Add Activity Guide pagelet to the WorkCenter page 10. Test the Activity Guide by navigating directly to the WorkCenter Recap of Deployment Steps (continued)

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 86 Pivot Grids First introduced with PeopleTools 8.52 Interactive analytical grid and charting tool Based on PSQuery Transforms a PSQuery into an Excel-like pivot table/chart Can drag and drop filter values, refine/narrow data, etc Overview

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 88 Pivot Grids New in 8.53 Improved Charts/UI Improved look and feel of Charting Applies to all charting not just Pivot Grids Automatic with 8.53 Cleaner UI Options moved up into a Settings Menu

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 89 Pivot Grids New in 8.53 Multi-Select and Progressive Filtering Once you select values in one filter the others filter values list may change based on the data. Once you select values in one filter the others filter values list may change based on the data. No configuration necessary to do this. No configuration necessary to do this. Filter drop downs now support ability to select All, or Pick (n) values. Filter drop downs now support ability to select All, or Pick (n) values.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 90 Pivot Grids New in 8.53 Data Migration ADS (Application Data Set) support for Pivot Grids Easier to move Pivot Grid definitions from one database to another Better control over changes (Compare/Approval) Can be all done in PIA

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 91 Drill down capability + hooking in Related Actions Pivot Grids New in 8.53 For Chart Only Pivot Grids - Clicking on area in chart will allow you to drill down to see the details. For Chart Only Pivot Grids - Clicking on area in chart will allow you to drill down to see the details.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 92 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. Detail grid is shown with specified columns. Actions drop down field automatically displayed if Related Actions configured for this Pivot Grid.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 93 Drill down capability + hooking in Related Actions Pivot Grids New in 8.53 Clicking on the Actions drop down displays the context menu and any defined related actions. Clicking on the Actions drop down displays the context menu and any defined related actions. Allows you to jump to transactions easily and perform related tasks based on the data. Easier to Act on the data now. Allows you to jump to transactions easily and perform related tasks based on the data. Easier to Act on the data now.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 94 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. -When grid is displayed you have to use the grid to drilldown cant use the chart. For Grid and Chart Pivot Grids -Clicking on any cell in the grid will display the detail grid. -When grid is displayed you have to use the grid to drilldown cant use the chart.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 97 Step 2: Selecting Source/Fields Provide Query name and indicate the columns to be used within the Pivot Grid model. Step 2: Selecting Source/Fields Provide Query name and indicate the columns to be used within the Pivot Grid model.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 98 Step 3 -- Part 1: Defining the model Column Labels (New): Can override the labels. Column Type: - Axis: Fields that qualify the Value (Metric). -Display (New): Additional fields to be shown in the detail grid. -Value: Metric being displayed. Step 3 -- Part 1: Defining the model Column Labels (New): Can override the labels. Column Type: - Axis: Fields that qualify the Value (Metric). -Display (New): Additional fields to be shown in the detail grid. -Value: Metric being displayed.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 99 Bottom of Step 3 Step 3 -- Part 2: Defining the prompts Shows the prompts defined in the Query. Can indicate if they are hidden from end user (New). Step 3 -- Part 2: Defining the prompts Shows the prompts defined in the Query. Can indicate if they are hidden from end user (New).

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 100 Step 4: Chat/Grid Options Of the columns marked as Axis or Value indicate if they are a filter, or displayed in x/y axis. Step 4: Chat/Grid Options Of the columns marked as Axis or Value indicate if they are a filter, or displayed in x/y axis. Can also define many other chart/grid options like the type of chart, legend choices, etc. Can also define many other chart/grid options like the type of chart, legend choices, etc.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 101 Step 5: Preview Verify settings/chart layout Can now configure Related Actions and Publish as a Pagelet directly from here. (New) Step 5: Preview Verify settings/chart layout Can now configure Related Actions and Publish as a Pagelet directly from here. (New) Clicking on the Configure Related Content link will open up the following page. Clicking on the Configure Related Content link will open up the following page.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 102 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. 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. 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.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 103 Map the parameters to Query Data Columns instead of page fields, as with transactional related actions. Map the parameters to Query Data Columns instead of page fields, as with transactional related actions.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 104 After you save you are back to the Pivot Grid Wizard. From here you could then click on Publish as a Pagelet link to bring up the Pagelet Wizard transaction. After you save you are back to the Pivot Grid Wizard. From here you could then click on Publish as a Pagelet link to bring up the Pagelet Wizard transaction.

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 105 Pivot Grids Summary BenefitsComplexity/Level of Effort Considerations Xx xx Configuration/Implementation No Customization Xx xx Simple

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 107 Resources Where To Get More Information Customer Sites PeopleSoft Applications External Site http://www.oracle.com/us/products/applications/peoplesoft-enterprise/index.htm Support https://support.oracle.com/CSP/ui/flash.html 107

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 109 www.youtube.com/PSFTOracle General PeopleSoft Update Manager Continuous Delivery Overview PeopleSoft Information Development HCM and ELM Global Search for HCM Paycheck Modeling Benefits Life Events Recruiting: Candidate Gateway Recruiting: Talent Acquisition Manager ePerformance Enterprise Learning Management Mobile Company Directory Setup Overview for Mobile Company Directory Total Rewards Org Chart Viewer Talent Summary Manager Dashboard ERP Supplier Hierarchy Global Search for FMS/SCM Mobile Inventory Manager eProcurement User Interface and Global Search Program Management Integration with Primavera P6 Mobile Expenses Accounts Payable WorkCenter Cash Position and Forecast Tools and Technology Global Search, Related Actions, Component Search Actionable Operational Analytics WorkCenter Framework Pivot Grids Mobile Approvals PeopleSoft Interaction Hub iPad Certification Forms and Approvals Builder PeopleSoft Resources PeopleSoft Video Feature Overviews

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 110 Documentation Hosted PeopleBooks http://www.oracle.com/pls/psft/homepage Cumulative Feature Overview https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=1117047.1 PeopleSoft PeopleTools 8.53 Documentation Homepage https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1494462.1&h=Y PeopleSoft PeopleTools 8.53 Release Value Proposition https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1473194.1&h=Y PeopleSoft PeopleTools 8.53 PreRelease Notes https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1494929.1&h=Y 110 PeopleSoft Resources Additional Documents

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 114 Modal Windows 8.50 Prompts and Errors/Warning messages, Grid Zoom appear modally automatically 8.52 and 8.53 Ability for all Secondary Pages / modal Components to appear modally Turned on for 9.2 applications only (System Level) PeopleCode APIs available if needed to enable Pre-9.2 applications Limitations in Components opened up modally Cant issue a transfer() from a modal window the modal will close and replace primary page Overview

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 116 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 For 9.2 applications All DoModal() and DoModalComponent() calls will display modally system wide Two new APIs to turn OFF modal appearance if desired: DoModalX(), DoModalXComponent() New APIs

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 117 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 window) Primary window has limitations cant open more modals or other popups from original transaction while modeless is open Used in isolated/focused areas New API: TransferModeless() New APIs

Copyright 2012, Oracle and/or its affiliates. All rights reserved. 118 Modeless Windows Background window is not grayed out. Modeless window simplified new window. (no controls) Background window is not grayed out. Modeless window simplified new window. (no controls)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 1 PeopleTools Features for the...

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