Tuesday, 12 May 2015

Peoplesoft - Drill Down PS Query

1. Introduction

How often  users run queries and write  down values returned to navigate to the appropriate page and view the underlying details of those vouchers, journals, vendors, etc?Wouldn't it be nice if  just on a click of  a hyperlink embedded within the query results ,have a page pop up in a separate browser window instead. As a solution to this,Drill down PS query can be used .

Drill down PS Query is a type of expression which returns the respective URL for the column along with the PS Query Search Results.By clicking the URL or Mapped Fields users are redirected to the respective peoplesoft page.

2. Business Benefits

Eliminates the need of noting down the value and navigating to the component manually to enter the data and open up the page for editing, resulting in a time saver

3. Types of  Drill down PS Query

  • Query URL 
  • Component URL
  • External URL     
  • Attachment URL 
  • Free Form URL

           4. Development of a  Drill Down PS Query

        A Drill Down PS Query can be developed in few simple steps:
       Step1Once the query is created, Click Expression -> Add Expression Button.


         Step2: Select the expression type as Drilling URL.


       Step3: Once Drilling URL is selected as the Expression type, types will be      highlighted.Choose anyone URL type based on the requirement.



         Step4: After all the fields were entered, click the search keys button to populate all the search keys which is in record.



       Step5: After search keys are populated, provide the respective key value. The Selection flag for the particular field name should be selected to fill their key value.These values will be used to By-pass the search key values while the component is redirected.
       


      Step6: Click the Map column button to populate all the fields from the query record.
      Select the field that needs to be mapped. While the query is executed, on clicking a mapped field the component will be redirected in a separate tab .


       
     Step7 (optional):“Use as field” hyperlink will be used to make the drilling URL expression as a new field .

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      Step8: Click the mapped fields or drilling URL hyperlink to redirecting the respective component in a new tab in our browser. 

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    Author,
   Chandru Asokan
   Kovaion-Peoplesoft Consulting Practice
   Email:chandru.asokan@kovaion.com

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