Page and Field Configurator - Quest Oracle Community · • Significantly reduces both the training...

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Page and Field Configurator

Oracle Confidential – Restricted

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Kelly Mills PeopleSoft Senior Director, ESA Development July 18, 2018

Session :102660 Embrace Innovation and Reduce Customizations With the PeopleSoft Page & Field Configurator


Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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• Business Problem

• Inside PeopleTools

• Event Mapping

• Demo

• Lifecycle

• Roadmap

• Achieving Your Vision of the Future

Page and Field Configurator Agenda

Confidential – Oracle Restricted

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• Event Mapping

• Demo

• Lifecycle

• Roadmap




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Business Problem • Customers make lot of simple page changes (customization) for their business

needs such as:

– Label changes

– Hiding fields

– Disabling fields

– Making fields required

– Providing default values

– Change the field labels only for selected languages (in a multi-lingual environment)

• These changes need to be applied to the components differently for different transaction criteria or user role.

• It needs to be available for all products in FSCM, HCM and others.

How could we address this via configuration?

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Solution - Page and Field Configurator

• Configurable Framework that provides the following capabilities: • Ability to modify labels for fields in a component

• Ability to hide fields in a component

• Ability to disable a field for data entry

• Ability to specify a default value for a field

• Ability to select a field for enforcing required edits

• Ability to change the field labels only for selected languages (in a multi-lingual environment)

• Ability to define multiple configurations to the same component based on the user role or based on the transaction data

• All of the above can be completely done as configuration

• Available as a Enterprise Component





• Event Mapping

• Demo

• Lifecycle

• Roadmap




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Inside PeopleTools

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PeopleCode Program Events • PeopleCode events are initiated at particular times, in particular

sequences, during the course of the Component Processor’s flow of execution. When an event is initiated, it triggers PeopleCode programs on specific objects.


Items Event Triggers

Menu items Programs associated with the menu item

Component record fields Programs on specific rows of data

Component records Programs on specific rows of data

Components Programs associated with the component

Pages Programs associated with the page

Record fields Programs on specific rows of data


PeopleSoft Component Processor Flow



PeopleSoft Component Processor Flow – User Actions



PeopleCode Program Event - Example

• Suppose a user changes the data in a page field, and then presses Tab to move out of the field. This user action initiates the FieldEdit PeopleCode event. The FieldEdit event affects only the field and row where the change took place.

• Suppose a user has opened a component for updating. As part of building the component, the Component Processor initiates the PreBuild, FieldDefault, FieldFormula, RowInit, PostBuild and Activate events. RowInit PeopleCode program triggers on every record field on every row of data in the component.





• Event Mapping

• Demo

• Lifecycle

• Roadmap




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Event Mapping

• The PeopleSoft Related Content Framework can be used to map application class PeopleCode programs to component and component record events. This allows custom PeopleCode programs to be defined for a component without customizing the component definition in Application Designer. These custom PeopleCode programs can be configured to run before or after any PeopleCode program defined for the same event from the component definition.



Events Supported in Event Mapping

Component level events:

• Activate

• FieldChange

• PostBuild

• PreBuild

• SavePostChange

• SavePreChange

• Workflow


Component record level events:

• RowDelete

• RowInit

• RowInsert

• RowSelect

• SaveEdit

• SavePostChange

• SavePreChange


Business Problem

• Change PI ID to “Principal Investigator ID”

• Make Pre-Award Administrator read only and default in User “KU068”

• Hide “Federal Award Identification Number

• Make “Reference Award Number a required field

• Make “Proposal Type” read only

• Hide the Report tab

• Make the Resource tab read only





• Event Mapping

• Demo

• Lifecycle

• Roadmap




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System Information


• ALT + J

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Highly Restricted 25

Page and Field Configurator - Setup


Page and Field Configurator - Criteria


Page and Field Configurator - Users


Map to Portal Registry

Must be done to activate the configuration


Events Mapping


Proposal component AFTER configuration has been enabled


Page and Field Configurator – Key Benefits

• Eliminates some of the major page customizations.

• Significantly reduces both the training effort as well as potential data entry omission errors.

• Reduces the time taken to complete data entry increases user productivity.

• Quick and easy way to adapt the enterprise software to the changing business needs.

• Easy maintenance of the application as customizations can be converted to configurations.





• Event Mapping

• Demo

• Lifecycle

• Roadmap




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Availability

• Tools - 8.56.02 or higher

• FSCM – PI# 25 – Available today

• HCM - PI# 24 – Available today

• Campus Solutions – PI# 8 – Available today

• CRM – PI# 15 – Available today

• ELM – PI# 17 – Available today



Page and Field Configurator - Validate Configuration

• Helps the user to correct the configuration.



ADS Flow – Data Migration Workbench

Source

Database

Target

Database

Project Repository

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ADS Project

2

Copy project

and data content

3 ADS Project

Load project

4 Compare

5 Review and

update

6 Copy content

data

.5 Data Sets


Page and Field Configurator - ADS

• Delivered ADS delivered to copy configuration data





• Event Mapping

• Demo

• Lifecycle

• Roadmap




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Be Heard! PeopleTools Community Idea Space – Page and Field Configurator

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• Submit enhancement requests • Vote on submissions • Share information and best practices • Ask the community questions • On My Oracle Support (link)

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https://community.oracle.com/community/support/peoplesoft?customTheme=mosc


Areas of Emphasis


Support Fluid Pages Extend Configuration Capabilities Improved Usability of the Tool


Ongoing Page and Field Configurator Investments • Extend to include Page Activate Events for Fluid

Components

• Extend the 'Hide Page Configuration' to Include Fluid Components

• Expand Criteria to Identify a Particular Form Factor/Device Size

• Expand criteria to Include Additional Comparison Operators

• Extend to Modal Windows for Both Classic and Fluid

• Extend to Apply Configuration to Multiple Roles

• Extend to Exclude Certain Roles

• Improved Search and Select Capabilities on the Field Selection Page

• Display Current Field Label on the PFC UI

• Provide Ability to Register Multiple Components in the Portal Registry with a Single Action

• Add an Activation Date

• Default system variables for a field (such as user login or system date)

• Extend tool to Field Change and other custom events

• Expand Criteria to Group Logical Operators

• API for use with Activity Guides





• Event Mapping

• Demo

• Lifecycle

• Roadmap




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Absolute Commitment to PeopleSoft

Delivering Multi-Year Roadmap

Confidence in PeopleSoft as Your Long Term Solution

Support Until At Least 2030 Annual one year extensions provide a rolling 10+ years

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Deploy PeopleSoft to Oracle Cloud Capabilities of PeopleSoft Cloud Manager Coupled with Oracle Cloud


Migrate to Oracle Cloud • Lift and Shift existing

environments to Oracle Cloud

• Migration of your configuration,

data, and customizations

• Backup and restore to Oracle

Cloud

CLOUD MANAGER

Cloud Computing • Elastic scaling based on demand

• Compute, Storage, Networking,

Database as a Service, more…

• Industry leading secured

environments

Life Cycle Management • Subscription to update release

channels

• Complete environment

management

• Application & PeopleTools

patching

Self Service Provisioning • Template driven provisioning

enables business users

• On-demand environments for

specific use cases

• Unique topology definitions

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PeopleSoft Image Highlights Video

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New PeopleSoft Image Highlights Videos • Provides highlights of many of the new features in

each PeopleSoft Image. • Video is posted on Image general availability date. • Can be accessed at the following locations:

• PeopleSoft Update Manager Homepage

• PeopleSoft YouTube Channel

• PeopleSoft Information Portal • Also available for PeopleTools releases.


Page and Field Configurator video:

https://www.youtube.com/watch?v=sJBeqK8gJ0A

http://docs.oracle.com/cd/E52319_01/infoportal/spotlight.html

http://docs.oracle.com/cd/E52319_01/infoportal/spotlight.html


Get Connected and Stay Informed

Key PeopleSoft Information Sources

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page Blogs

Social Media

PeopleSoft Information Portal

PeopleSoft YouTube Channel

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click images

https://twitter.com/PeopleSoft_Info

https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

https://blogs.oracle.com/peoplesoft/


Key PeopleSoft Information Sources

Get Connected and Stay Informed

www.peoplesoftinfo.com

www.peoplesoftinfo.com www.peoplesoftcfotool.com www.peoplesoftvfos.com

@PeopleSoft_Info

Oracle PeopleSoft

Development Group

Oracle PeopleSoft Page Blogs

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http://www.peoplesoftinfo.com/

http://www.peoplesoftcfotool.com/

http://www.peoplesoftvfos.com/

https://twitter.com/PeopleSoft_Info

https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

https://blogs.oracle.com/peoplesoft/

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1966243.2


Questions and Answers


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