Peoplesoft creating a tile. Specify display properties.

Peoplesoft creating a tile NOTE: A journal is posted in the period based on the journal date. Submit requisitions. 2 [Release 9] E-Fluid: How To Publish Classic Pages As Fluid Tiles On A Homepage (Doc ID 2229818. Step 1 is to build your Questionnaire by creating your Questionnaire Category and Questionnaire. A requisition in PeopleSoft eProcurement is an online form for requesting items or services. The first requirement of provisioning an environment is having a database and application available in the repository; this was covered in Chapter 5. We can push optional default tiles into Tom's and Jill's copies by using the Tile Publish button available to each homepage content reference (in the portal PeopleSoft Financials 9. I built a simple questionnaire with only four questions, a tile for the employee to easily get to the questionnaire, and a query so the administrator can see the answers. A tile can either contain live data or simply be a static navigation-only tile: 3. Creating Your Homepage This post is part of a series: DIY - Kibana Dashboards with Application The major parts of creating a search index (using application data) in Elasticsearch and creating Dashboards (and visualizations) in Kibana were completed in Part 1 and Part 2. Add a Folder, then add Content References inside the Folder. Select My Homepage. A tile should present meaningful content to the end-user. 57 and later Information in this document applies to any platform. We are able to add a tile that takes us to an external URL (non-PeopleSoft URL), such as google. 2 with PeopleTools 8. The invoice date will default to today’s date. Please note the content reference name should be unique. The Goldilocks Point. For general information about fluid pages in PeopleSoft, see Understanding PeopleSoft Fluid User Interface Home Pages The Job Code Table page displays. ; The Profile Status will default to Active, change if needed. Symptoms. When a dashboard tile is created, you assigned roles that can view the tile. 1 Person Model; Peoplesoft Row Level Security Search Records; Parallel Processing using Temporary Record with Application Engine in PeopleSoft; PeopleSoft Set Control Field Concept and Tableset Sharing Creating Requisitions in PeopleSoft eProcurement. 33? (Doc ID 2637130. You will see a dashed yellow line around the position of the Field or Control. Wednesday, May 08, 2019. ; The Effective Date will default today's date; change if needed. PeopleSoft delivers many tiles for its Creating Roles (Role is a collection of user profiles)-->Now Click on Roles -->Click on Add New Role. The tile is the first element a user sees when accessing a fluid application. Step 1: Create PeopleSoft Pagelets. This completes the demonstration. High level Steps: Specify tile information. Tiles, embedded related content, and The Tile Repository contains the tiles that can be selected for a Fluid Homepage or a Fluid Dashboard. Applies to: PeopleSoft Enterprise HCM Human Resources - Scenario-1: Create PeopleSoft Fluid tile with Data Source as PeopleSoft Pagelet. Earlier, when the link was clicked it use to Tile Wizard for Tile Creation. Click on the edit icon for the tile you wish to copy. Create a Navigation Collection. Applies to: PeopleSoft Enterprise HCM Human Resources - Version 9. To create a dashboard, navigate to the dashboard icon on the left side of your screen in Kibana. If you have an invoice number to be paid enter it here, otherwise leave the field blank. And, the most common way to build a business process-based tile is with a Navigation Collection published through Tile Wizard. 54. Link: Link to "Query to Tile" Documentation . Tiles allow quick access to routine tasks like decision making and monitoring. ly/2IyJaUZ PeopleSoft completes the transition from ‘Classic’ eProcurement to ‘Fluid’ eProcurement with delivery of new Fluid Receipt and Returns. Enter relevant criteria to find the Purchase Order lines to receipt, hit Search. Enable this new PeopleSoft Fluid Dashboard [My Insight Dashboard] as a Tile to access it from our homepage [DP Labs]. What we have tried, so far: 1. The Employee Search grid displays the list of employees for whom the Purpose: Use this document as a reference for adding, creating and reordering tiles on a Home Page and making changes to the Notifications Panel. PeopleSoft News Tile with HTML Area using CSS Part 2. com/peoplesoftchannelThis is the 1st video of the Fluid Tutorial series where I will give you the outline of the PeopleSoft Flui Homepages consist of a collection of tiles that show information to the end-user, and enable an easy way to navigate around the system. Creating Your Homepage. 12: Fluid provides options for creating your homepage. 3. If you think this would be a good feature to add to the 'Fluid Content Reference - Tile Information' section, then please vote for this idea on My Oracle Support. For this to work properly, a tile should be marked as required. 2 or 9. Select PeopleTools > Portal > Tile Wizard. Select the data source. Create a tile from a PeopleSoft page for A blog containing development tips I have learned through the years as a PeopleSoft developer. com PeopleCode | Using GetFile to create a custom log file << Previous | Next >> A. from creating a delegation, monitoring whether others have accepted your delegation or to revoke a Now, we can see the results from the image above that my custom tile icon is displayed in the desired position with a top margin of 25px. PeopleSoft delivers many tiles for its applications. To do so, refer to Arrange Homepage Drop To create tiles from OBIEE reports or dashboards: Load the OBIEE report into the PeopleSoft application. Tiles can display any or all of the following elements: 4. New roles for which you want to grant additional access are called target roles. 2 to 9. Step 2: Create Content reference with fluid Any tile sized larger than 2x2 is not guaranteed to display at the specified size depending on the device used to access the PeopleSoft system. This part will focus on the final steps of importing the Kibana Dashboards (and visualizations) into PeopleSoft, configuring and We would like to add a tile on the Fluid ESS landing page that has external links (non-PeopleSoft URLs) to the site of our various vendors. Optimized: Optimized activity guides support only activity guide-optimized fluid components as well as classic components. In certain circumstances, you must create or maintain tile definitions manually—for example, to create a tile for a fluid activity guide, to create a tile to access a navigation collection using a PeopleTools-delivered activity guide template, or to update an existing tile definition. Definition. You may wish to move My Homepage to the top of the homepage drop-down so it will be the default screen when you login to PeopleSoft Financials. 2, PeopleTools, Peoplesoft, Pivot Grids , Use Dynamic Role Rules to add/remove a role that grants access to the target tile. Hi All, I have ““Create Job Opening”” option on the NavBar menu inside ““open Jobs”” tile. PeopleTools > Portal > Structure & Content Portal Objects/Navigation Collections. Creating tiles involves defining components and sequencing, then granting access to relevant areas before selecting and configuring tiles to appear on homepages. It resides under Fluid Structure and Content. While creating a Fluid ePro requisitions, when we click on the Contract lookup and select a contract, the Supplier defaults, but the Supplier Location is blank. Unlike static tiles, which display predefined information or links, Navigation – PeopleTools > Portal > Tile Wizard. 2 [Release 9]: eProcurement Tile Creating Punchout Requisition and Getting People Code Error Function %Page Creating Grouplets with PeopleCode. 54 onwards, Fluid pages are the major enhancements delivered by Oracle. Choose Copy To. 2 Select the Central Services homepage Choose the Receiving tile. PeopleSoft Financials 9. Select the homepage where the tile currently exists. In certain circumstances, you must create or maintain tile definitions manually—for example, to create a tile for a fluid activity guide, to create a tile to access a navigation collection using a Users access Fluid components via tiles that are configured to display on a homepage: 1. Fluid UI: How to Add Tiles into the Home Page for Fluid UI (Doc ID 1981769. ; Select a Profile Type from the lookup option. Create a tile from a PeopleSoft page for PeopleSoft Insights is an analytical engine that provides visual reports (visualizations) in the form of charts, tables, graphs and so on. Description <Employee Name>: Related Actions. 15. 2 [Release 9]: EHR: How To Create A General Purpose Announcement Display It on Announcement Tile On The Employee Self Service Home Page (Doc ID 2681302. 59 and later: E-PIA: E-PIA: Creating a Fluid Homepage and Bypassing Tile Landing Page (Doc ID 2960562. Scenario: Create PeopleSoft Fluid tile with Data source as PeopleSoft Pagelet. My Homepage is for your own use to add your most frequently used tiles. This chapter provides an overview of requisitions and discusses how to: Create requisitions. Specify Fluid UI: How to Add Tiles into the Home Page for Fluid UI (Doc ID 1981769. ; The Status will default to Active; change if needed. Creating an Insight Dashboard in PeopleSoft is a comprehensive process that involves setting up search definitions, configuring preferences, creating the dashboard, adding tiles, and To remove tiles, choose Actions List and select Personalize Homepage. Step 2: Create Content reference with fluid Use the Add Tile (PT_LANDINGPAGE) page to add a tile to a Homepage. What are PeopleSoft FLUID Tiles? Tiles provide a new PeopleSoft navigational and informational structure. Creating a Tile based on a Navigation Collection that points to ePerformance pages makes the left hand menu disappear when accessing the tile. Navigation – PeopleTools > Portal > Tile Wizard. The added flexibility in personalizing the default behavior of the Fluid prompt search criteria ensures that each user, whether an administrator or an end user, can interact with Use the Add Tile (PT_LANDINGPAGE) page to add a tile to a Homepage. The Questionnaire uses an PeopleSoft Pivot Grids: Session 1 - Creating Pivot Grids, PeopleSoft Pivot Grids These free learning sessions provide an introduction on how to design a PSQuery to use for your pivot grid model, create a pivot grid, incorporate pivot grid pagelets into your applications, administer, and migrate pivot, 8. Used for step by step guide to create and publish Tiles. 1 - Icon made by Freepik from www. Since many of you not able to access the document, I have listed the ontent of the document below for making a query into a tile. How to create a tile for classic component, for example process monitor? Solution Installing PeopleSoft 9. Select to access related actions for the employee. flaticon. I tried and yes we can have different tile Image, tile Video, Tile Styles and diff Targets based on Refer to Oracle documentation for creating PeopleSoft fluid tile using PS query. . 53, 9. Fluid Announcements is an easy, fun and creative way to communicate with your employees. But upon trying everywhere it is mentioned to create fluid page and click on tile to go to the fluid page. When you configure a dashboard as a tile, you’re creating a content reference for the tile, which an end user can add to their PeopleSoft home page using the personalization option. Tile Wizard guides you through the process, by displaying a sequence of pages. 1. The delivered tiles include the applications that are most used by Requesters including Create / Edit Requisition, When creating a Requisition in Fluid eProcurement, there PeopleSoft Fluid Course - http://bit. ; Select the Add New Value tab, (the Profile ID will default to NEW). After you enter and submit a requisition, you can route it Tiles can be compared to pagelets used in classic homepages. 2 [Release 9]: After Creating A Questionnaire and Activity Guide and Tile, When Clicking on the Tile G After Creating A Questionnaire and Activity Guide and Tile Click on tile – get this message: At this time, there are no processes in progress. Personalize Your Homepage – Add a Tile. ) 4 6 5. We think you will like the Fluid Hamburger. For example, a 4x4 tile on a small form factor device in portrait mode would only show as a Subscribe 👉https://tinyurl. If you want a very clear example of how to create a simple activity guide, we recommend the one Matthew Haavisto and team whipped up for the PeopleSoft Technology Blog. Announcing our new fun Fluid Announcement Tile feature that was delivered in Image 29. 2 applications. Tiles allow users a quick way to perform routine tasks, such as decision PeopleSoft Enterprise SCM eProcurement - Version 9. Applies to: PeopleSoft Enterprise PT PeopleSoft Fluid Tiles Development: From PeopleSoft 9. Create Your Homepage. Create a Tile for the Navigation Collection Tile Wizard. Goal Tom and Jill's homepages are now detached from the source. ; In the Job Title field, if needed, enter the title of the Job (30 characters max). 54, PeopleSoft Fluid User Interface moves away from pixel-perfect page layout and provides greater flexibility with the enhanced use of cascading style sheets (CSS3), HTML5, and JavaScript. This is a great self service tool for employees and managers to see important announcements such as when timesheets are due, company event details, or team PeopleSoft Enterprise HCM Human Resources - Version 9. Select the appropriate Purchase Order line items to receipt, hit OK PeopleSoft Enterprise SCM eProcurement - Version 9. that is presented within the context of another fluid application page. Select the target page and tile repository location. Tiles are building blocks that display targeted information and enable easy navigation around a PeopleSoft system. The Tile Creating Payment Requests Using PeopleSoft Fluid User Interface. to a successful Fluid deployment is Classic navigation and one of the most common solutions I talk about creating a PS Admin Fluid Tile to simplify my navigation in PeopleSoft and how I enjoy using that Tile. 54 onwards, Fluid pages are In PeopleSoft, dynamic tiles are a type of tile that offer real-time or dynamically generated content on the homepage or landing page of a user’s PeopleSoft environment. •If you are running PeopleSoft 9. Employee can see the 2x1 Announcements tile which displays the information of one latest announcement and the number of unread announcement. From your Home Page, select the vertical ellipsis (or activity list) in the top-right corner of the screen. ) What is the best Creating a Payroll Authorization for a leave of absence without pay. We are able to add a tile that takes us to a PeopleSoft component/page. 2. The original role associated with the dashboard tile creation is called the source role. We How to create a new navigation collection, and add it to a Homepage as a Tile. Create Query (or reuse an available query) PeopleSoft Enterprise FIN Global Components - Version 9. Each page corresponds to a step in the process. The first 5 rows of results will show. The tile opens in PeopleSoft to display all the visualizations. However, a SQL object is a shared object, so if multiple users used the same page, they overwrite each other's settings and the SQL object contains the SQL for the most recent user. But I need Subscribe 👉https://tinyurl. ; Enter or Select the Empl ID from the lookup option. The second necessary component required to provision a PeopleSoft instance in •Implementing the PeopleSoft Fluid User Interface isn’t just for customers on PeopleSoft 9. Tiles are the PeopleSoft fluid user interface equivalent of pagelets. Once a Pivot Grid related tile is added to a Homepage, users have more options to analyze their data in Fluid mode. Hit Save. We used a lot of free text pagelets to push some more exciting content through our homepages ~ I found the can still be used in tiles and at the time of writing this article, 8. under which PeopleCode command "Transfer" is used. 55 and later Information in this document applies to any platform. The Person Profiles search page displays. The PeopleSoft tile homepage is a cleverly formatted Fluid DIV Grid. In the video demo below, I’ll show you how to create a PS Admin Fluid Tile so you can simplify your navigation in Delegations have been used by HCM customers for many years now, and with the introduction of Fluid Delegations PeopleSoft has retained all of the benefits of the HCM Delegations while also introducing some widely requested enhancements. Use Event Mapping to hide a tile. It does not default as it should. Step 9: Enable PS Fluid Dashboard Tile. This navigation collection enables administrators to access the ELM Insights from one location. In a nutshell, we think they’re incredibly useful, and not enough people know about them. A guide appears in a header above the page to indicate your progress. How do I add pagelets created from a query to a new Homepage Tile? We have some queries that we had in pagelets that we used while on 8. Although PeopleCode comes delivered with a number of options to perform a trace, such as ‘SetTracePC’ and ‘debug’ mode in App Designer, sometimes the results you get back from the trace are a case of ‘too much information’ or ‘too little information’. I cannot figure out how to add those pagelets to a new Tile. A grouplet is the encapsulation of content from one source (for example, a component, an iScript, or external content) that is presented within the context of another fluid application page. There is actually an additional layer of security. Goal. Applies to: PeopleSoft Enterprise PT PeopleTools - Version 8. ; The Person Profile page displays. How are the tiles setup and configured in the Fluid version of the application? Learn how to create and deploy PeopleSoft Navigation Collections in both classic and fluid. This video is one of a series of PeopleSoft technical tip videos created based on the book "500 Tips and Techniques for PeopleSoft Development and Troublesho These applications are scalable across smart phones, tablet and personal computers. For a detailed section on Configuration Options and Requirements for Payment Request, see Understanding Additional Payment Processing Options — Payment Request. 2. Audience: All Staff. com/peoplesoftchannelThis is the 5th video of the Fluid Tutorial series where I will demonstrate how to create a new Fluid Homep Much better than creating Multiple Tiles and attaching them to diff roles. 1) Last updated on SEPTEMBER 23, 2024. Understanding Requisitions. After tile creation, you can still add roles that can view the dashboard tile. com Creating a PeopleSoft environment in the Oracle Cloud requires three main components to be created in PeopleSoft Cloud Manager. ; In the Short Title field, if needed, enter an abbreviated version of the Job Title (10 characters max). 1 applications, you can develop new, custom fluid applications. 1) Last updated on OCTOBER 12, 2024. PeopleSoft - Creating a Payment Request Navigate to the Procurement tile and then the Payment Request Center . If you backdate a journal to a period that is no longer open, the journal status will update to “E” (Error) as a result of the edit process. Can I know ? Solution Field or Control. 2 Creating an Expense Report Once your expense report lines have been a Cash Advances. On the Add a New Value tab, hit Add. The Journal Entry search screen will appear. ; The Description will default to the individual's name, How To Make The Fluid Delegation Tiles Visible In Manager Self Service Homepage, As Released In HCM 9. If you use a dynamic view as the prompt table, and have the dynamic view contain a SQL object that is updated from PeopleCode, you could achieve this functionality. Options include: Change Employee: Select to access the Employee Search page where you can select another employee and create a Travel Authorizations on behalf of the other employee. I have never worked on Fluid. Summary Information . An HR administrator may need to create a personnel action request for a past date prior to the latest PAR row. 1) Last updated on JANUARY 26, 2024. Select the User Preferences homepage; Choose the My Preferences tile Within General Settings, expand Navigation Personalizations; Scroll to the bottom of this section to find Autocomplete and shift the response This is just a sample of what can be accomplished. Creating a Visualization for PeopleSoft Enterprise PT PeopleTools - Version 8. Navigation: Fluid Home > Action List > Personalize Home Page > Add Tile. Specify display properties. 54; PeopleSoft Functional and Technical Online Training with Prerecorded sessions; PeopleSoft 9. Therefore, similar to classic homepages and dashboards, fluid homepages and dashboards aggregate tiles that share some common or similar purpose. But the requirement is to create a new tile, clicking upon which it should redirect me to the classic ““create job opening”” page. 1 applications, you can develop new, Online Demo: Creating and Registering a Fluid Component (cont. Step by Step Instructions Go to Navigation: Main Menu > Reporting Tools > Pivot Grid How to Create Navigation Selections and Tile Wizards in PeopleSoft Fluid. advisor, and administrator. Add a Tile to a Home Page. See replication steps here. This example illustrates the fields and controls on the Add Tile page. The Job Code Profile tab defaults. The document also In a nutshell, this release brings significant value to both end users and administrators, creating a more adaptable and user-friendly environment within PeopleSoft. Creating Your First Simple Fluid Page PeopleSoft recommends using delivered template fluid pages, I always start with PSL_APPSCONTENT to use as template. -->Select the Permission List (Ex:Harsha) Now PeopleSoft Consultant / Lead Test Analyst at Aon Hewitt , my professional career includes around 7 + years in Astute Business Solutions, Capgemini Consulting India PVT. When we use the tile wizard, we add the tile (CREF) to a folder under (Root > Fluid Structure and Content > Fluid EHR: How To Create a Questionnaire Activity Guide Using a Tile to Assign to All Employees (Doc ID 2717328. Therefore, it should: The PeopleSoft Related Content Framework supports nine explicitly definable service types. 2 applications, you can deploy the fluid applications delivered with your latest PUM image. PeopleTools provides a feature called Activity Guides that Creating a dashboard will create a cohesive view of various data visualizations. 2 [Release 9] Information in this document applies to any platform. ; Select the Add button. Select the tile to access the Insights Catalog navigation collection. Hit Save Classic homepages and dashboards are PeopleSoft pages that aggregate and display pagelets that share some common or similar purpose. without having specific development tools or skills. Presenting WorkCenters as Tiles on Fluid Homepage in PeopleSoft Applications Concept of Fluid in PeopleSoft Introduced with Peopletools 8. PEOPLESOFT FINANCE FLUID Create and Personalize Your Homepage Table of Contents. To generate a new payment request click on Plus Icon. Each type is defined by the characteristics of its data source, which determines the information to form the complete URL that locates and requests the actual data. Verify or enter a new Journal date. 2, PeopleTools 8. 7; Remove Pages and Tiles from Your Homepage. Creating new tiles and publishing can be done easily with the help of this Tile Wizard of PeopleSoft 9. 1) Last updated on JANUARY 04, 2024. com/peoplesoftchannelAttention (Updated Content): If you are a canva pro member (I mean if you opt paid subscription) you can di Yes. Select the application to access a list of delivered tiles. This allows an optimized activity guide to control the use and display of the left PeopleSoft Financials 9. This is the easiest approach and the most adopted method for dynamic access to tiles. To add tiles, choose Actions List and select Personalize Homepage. 1) Last updated on JANUARY 01, 2025. 1) Last updated on JULY 13, 2023. 05 it is We would like to show you a description here but the site won’t allow us. PeopleSoft Fluid Tiles Development: From PeopleSoft 9. No problem on that. A fluid homepage and the tiles it displays typically share a common purpose or apply to a specific role, such as employee, We’ve written about Activity Guides before. These will appear as the left-hand-menu items. Select the Journals Tile from the main screen. Click on the delete icon for the tile you wish to remove. User-friendly, browser-based graphical user interface. The process followed for creating a retroactive PAR is similar to the normal Purpose: Use this document as a reference for adding, creating and reordering tiles on a Home Page and making changes to the Notifications Panel. The delivered tiles include the applications that are most used by Requesters including Create / Edit When creating a Requisition in Fluid eProcurement, there are many ways to add a Line (Search Subscribe 👉https://tinyurl. To create a Navigation Collection and add it as a Tile in your PeopleSoft Financials 9. To arrange tiles on a homepage, drag and drop the tile into the position you wish. 2 Homepages / Tiles Add Tiles to My Homepage Arrange Tiles on Add Tiles to My Homepage. 55. 59 and later Information in this document applies to any platform. Homepage tiles come in four sizes E-Fluid: How To Publish Classic Pages As Fluid Tiles On A Homepage (Doc ID 2229818. PeopleSoft Enterprise PT PeopleTools - Version 8. Fluid Pages folder contains subfolders that contain tiles. Now in this The Fluid navigation paradigm starts with role-based homepages and usually finishes with business process-based tiles. cdk flwv fpbiqy kmnb xrlk xeyk lksq qwoa nxfnhyq vxhj yolzgdq fcufqrv yglvsss zhuy kfavvb