Thursday Jan 02, 2014

Application Form and Approval Builder

I have tried out this feature on 9.1 and thought of trying it out in 9.2. I couldn't find much changes from the previous version though.

You can find the link to the Forms under: Enterprise Components > Forms

The main advantage of the Forms are that, you can create it very easily for a less complex approval processing. A functional consultant can create a great looking online form in few minutes. This reminded me of Google Docs. The plus part of the PeopleSoft Form is that, from my perspective, is the Approval and CI integration options.

It is a good option indeed. Prior to creating the form, if you have an idea on the required prompt tables, you can create it under Define Prompt Record and keep it ready.



Start with designing the form from the Design a form page.



Provide a desired name and kick off the design.



Until the design is finished and the form is activated, the status will be In Design status. Effective date range decides the life span of the form.





You can go for a single column style or two column style. Decide and pick up the field positions. Also the fields can be moved up and down in the position by clicking the arrow marks to the right side of the scroll.



Supporting documents can be attached at this page, which will be visible to the participants



You can publish the form at any portal level. For the testing purpose, this form was registered under the Root folder.



Lock or make it available once the approval cycle is completed. You can see the Approver User List prompt in this page. This will include your form to any AWE approver user list. Pretty good right.



Preview the from from here, and make the changes to the form, before activating it.


As this form is registered under the Root folder, you can see that to the end of the Menu.



The above screenshot shows the approver to which the form is send.



If there is a from in your queue, handle it from here.



Ah, the interesting part for a developer.



As told earlier, this will be handy in situation when there is a straight forward requirement for a simple form. You cannot have event based codes written anywhere. Not in our hand. I believe people count this as the primary disadvantage, which we cannot really call as one, when considering the situations for which this is built.

Friday Dec 27, 2013

Secure Enterprise Search 11.2.2.2 Now Available for PeopleTools 8.53

We are pleased to announce that Oracle Secure Enterprise Search (SES) 11.2.2.2 is now available to PeopleSoft Customers on PeopleTools 8.53.  The minimum PeopleTools Patch Version Required to adopt SES 11.2.2.2 is PeopleTools 8.53.06.  This version of SES provides some important benefits for PeopleSoft Customers, particularly in the areas of platform support, distributed architecture support, and RAC support.  You can get all the details on this update on My Oracle Support.  This MOS document lists the fixes and configurations needed for PeopleTools certification of SES 11.2.2.2.

Wednesday Dec 25, 2013

Oracle PeopleSoft Publishes User Experience Guidelines

PeopleSoft has introduced many new features in recent releases that provide a rich, contemporary, intuitive user experience.  The frameworks for these features are provided in PeopleTools, and PeopleSoft applications teams have delivered many great instances, particularly in 9.2.  Although our applications teams are delivering a great deal, PeopleTools enables customers to modify delivered instances or create their own to support unique requirements of their enterprise.  If customers do that, they will benefit from applying common user experience guidelines to the things they produce. 

To support customers in those efforts, the PeopleSoft Applications User Experience team is excited to announce the release of the PeopleSoft User Experience (UX) Guidelines. The UX Guidelines contain information about the usage of key PeopleSoft components to create highly usable, efficient, and productive experiences for Oracle customers.



Several PeopleSoft customers participated in a survey in December 2012, which helped identify the following topics. These topics are covered in the first release of the guidelines:

  • Dashboard
  • WorkCenter
  • Guided Processes (Activity Guides)
  • Pivot Grids
  • Pagelets
  • Related Content
  • Related Actions
  • Modal and Mouseover Windows
  • Grids

Why do we need UX guidelines?

With PeopleTools 8.53 and the 9.2 PeopleSoft Applications, you will see more modern and visually appealing features delivered by PeopleSoft. With the help of UX guidelines, customers and partners can not only design and tailor their own user experience but also ensure consistency with features designed by PeopleSoft. The UX guidelines explain each topic in detail, display relevant images and provide usage guidelines. 

UX Guidelines Examples

The following is an excerpt from the WorkCenter section:


 

The image below shows part of the Dashboard section:

 



Usage guidelines have been provided for all the other topics as well.  PeopleSoft UX Guidelines will enable customers to design and tailor the ultimate user experience for their organization.  Following the guidelines will ensure consistency across applications. The guidelines would also help in choosing the right pattern for any scenario.  These guidelines will be periodically updated as PeopleSoft introduces new capabilities.

About

Mohit Satraj Phogat
Author: Mohit Phogat

This site focuses on Oracle's offerings to higher education in the Indian region. It intends to cover news, reviews, guides, how-to articles, descriptive videos, and podcasts on the trends which should be helpful to customers, prospects and developer community alike.

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