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Creating and Using PeopleSoft Homepage Pagelets

Step-by-step instructions on how to use and create PeopleSoft pagelets using PeopleSoft's Pagelet Wizard as well as standard PeopleSoft pages/components. I gave this presentation at the PeopleSoft Northwest Regional User's group in Spokane several years ago.

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jimjmarion
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9K views72 pages

Creating and Using PeopleSoft Homepage Pagelets

Step-by-step instructions on how to use and create PeopleSoft pagelets using PeopleSoft's Pagelet Wizard as well as standard PeopleSoft pages/components. I gave this presentation at the PeopleSoft Northwest Regional User's group in Spokane several years ago.

Uploaded by

jimjmarion
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Homepage Pagelets

Simplify the PeopleSoft User


Experience
Me
 CPA.CITP
 9 years as a Programmer Analyst
 4 years as a PeopleSoft developer
 Became a PeopleSoft Certified Developer
in 2004
 Technical lead of our PeopleSoft
Financials 8.4 implementation
My Company: Chelan County PUD
 Located along the Columbia River in the center of
Washington state
 Established by vote in 1936
 Own and operate three hydroelectric projects.
 Produce 8.5 million megawatt hours of power, enough
to run a city of 900,000 people.

 About 700 Employees


 Over 200 Million in annual revenue
Our Implementation
 Human Capital Management 8.8
 CIS 8.8
 Financials/Supply Chain Management 8.4
 CRM 8.8
 Enterprise non-PeopleSoft systems
 MRO’sMaximo Maintenance Management
System
Agenda
 What is a Pagelet?
 How can Pagelets help me?
 Where can I get one?
The Problem
 Can’t find functionality
 Too many clicks to find information
A Solution: Pagelets
 What is a Pagelet?
 Do you use Pagelets?
 Have you created a Pagelet?
Modify the
content area
Content Area
Header with
Enterprise Menu
common navigation
What is a Pagelet?
 A small PeopleSoft page
 Rendered within a homepage tab
 Can be customized by the user
 Can display either PeopleSoft or external
information
 Can display text, charts, images…
How can a Pagelet help me?
 A Pagelet can provide:
 Relevant summary information
 Single-click access to my documents
 A shortcut for creating new documents
Where can I get one?
 2 main sources:
 Delivered
Pagelets
 Custom Pagelets
 Custom Pagelets
 PageletWizard
 PeopleTools/Application Designer
Pagelet Wizard
 Wizard
A series of screens that walk the user through
the steps required to complete a task.
 Demonstration: Pre-pay audit for Cash
Advances
Creating Links
 Gather information
 Content reference name
 Portal registry
 Component search keys
 Component search record
 Target page
 Ctrl-J
Modify XSL
Template
Link Target
 Obtain content reference name
 PeopleTools → Portal → Structure and
Content
 Find search keys
 Include search key values in query
 Specify search key values as parameters
to link target
Pagelet Candidates
 Actionable items
 Pre-payaudit
 Time approval
 Information
 Open enrollment notification and link
 Budget variance
 Anything…
Pagelets with AppDesigner
 Sources
 PeopleSoft component
 IScript
 Similar to standard content references
Gather Information
 Pagelet category
 Portal registry folder name
 PeopleTools → Portal → Structure and Content
 Portal Objects → Pagelets

 Link target information


 Menu
 Component
 Page
Use 240xVar for right or left
column Pagelets

Use 490xVar for center column


Pagelets
Uncheck
Uncheck

Check
Uncheck

Check

Check
Uncheck

Check

Check
Pagelet Categories
 Find or create a folder
 PeopleTools → Portal → Structure and
Content
 Portal Objects → Pagelets
Target type of Pagelet

Folder under
Portal Objects > Pagelets
Add Pagelet to Homepage
 Image goes here
Pagelet Requirements
 Set your page size
 Disable most of the component’s internet
features
 Register it as a Homepage Pagelet type in a
folder under the Portal Objects > Pagelets folder
 Set additional pagelet properties
 Add Pagelet to a Homepage tab
Design Considerations
 Informational messages
 Bookmarkable links
 IScripts
 Use standard CSS class names Better
 Register manually
Standard
 Use a Grid instead of a Scroll Area for
tabular data
Bookmarkable Links
 Add an HTML Area to the page
 Value → Derived/Work field
 Description
 Link text
 Add component search keys to grid as hidden
fields
 Use RowInit PeopleCode to create links with
GenerateComponentPortalURL function
User Specific Pagelets
 PeopleCode to skip search processing
 SearchInit: SetSearchDialogBehavior(0)
 Use Installation as a search record
 Level 1 rowset with select PeopleCode
 OPRID as key field
 SQL in data’s view
Preference Editor
 User customization
Pagelet Preference Editor
Preference Editor
 User customization
 PeopleSoft Components, IScripts, or
External URLs
 User specific settings
 Same as Pagelets
Design Considerations
 Provide default preferences
 Going Home…
 Save and Cancel links
How do I get back home?

Click link to
return to
Homepage
Design Considerations
 Provide default preferences
 Going Home…
 Save and Cancel links
 PeopleCode

%Response.Redirect(%Request.Get("PORTALPARAM_HPURL"
));
Design Considerations
 Provide default preferences
 Going Home…
 Save and Cancel links
 PeopleCode

%Response.Redirect(%Request.Get("PORTALPARAM_HPURL"
));

Or

%Response.Redirect(GenerateHomepagePortalURL(%Porta
l, %Node, %HPTabName));
Register Preference Edit Page
Homepage2
Tracking Usage
SELECT A.PORTAL_OBJNAME_PGT, B.PORTAL_LABEL, COUNT(*)
FROM PSPRUHTABPGLT A, PSPRSMDEFN B
WHERE A.PORTAL_NAME = B.PORTAL_NAME
AND A.PORTAL_OBJNAME_PGT = B.PORTAL_OBJNAME
AND A.PORTAL_OBJNAME = 'DEFAULT' -- tab
AND A.PORTAL_NAME = 'EMPLOYEE' -- portal
GROUP BY A.PORTAL_OBJNAME_PGT, B.PORTAL_LABEL
ORDER BY 3 DESC
Deploying Pagelets
 Push
 Homepage Tab > Optional Default setting
 PeopleCode and PortalRegistry Classes
 SQL Insert/Update
 Pull
 Educate your users
Questions
References
 PeopleBooks > … : Internet Technology >
Administering Portal Homepages and Pagelets >
Managing Pagelet Attributes
 PeopleBooks > … : Internet Technology > Using
Portal Caching Features > Implementing Pagelet
Caching
 http://archive.blog.greysparling.com/2006_05_14_ind
 http://jjmpsj.blogspot.com/2006/09/peoplesoft-on-ora

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