Thursday, 31 August 2017

PeopleTools 8.55 - Navigation Collection and Tile Wizard

PeopleTools 8.55 has added many features which made PeopleSoft more user friendly  and attractive in that Navigation Collection ad Tile wizard are the one of the exciting new features which prominently reduce the user time in navigation through various component pages and made the home page more attractive.

Navigation Collection:

Navigation collections provide an easy way to access the pages (contents stored in our portal registry) of PeopleSoft at one place.

Navigation Collection Features:


  • Various Content references or folder reference can be group together via a group of links.
  •  Links in navigation collection are pointer to a content reference or folder reference in the portal registry in actually, it does not store the contents of the content reference or folder reference.
  • They can be deployed to different users or groups of users easily as per users' business needs
  •  Reduces the time of searching through application pages where users can quickly click on commonly used links required to complete daily tasks in the Navigation Collection.
  • Whenever a link is clicked within a Navigation Collection, it redirected to a content reference or folder reference that is within the registry.

Creating Navigation Collection

Navigation: Main Menu à PeopleTools àPortalàPortal Utilitiesà Navigation Collections

Steps:

Follow the Steps for creating our new Navigation Collection.
Step 1: Navigate to Navigation Collection Component.


Step 2: Click on the Add Collection Link to create new Navigation Collection.



Step 3: Enter the Name and Description for your Navigation collection. 


Step 4: Click on Add Folder to add new subfolder into your navigation collection.


Step 5: Click on the Add link button to define of source page link for the navigation collection.

Step 6: Click on the Menu Prompt to Select the Source link and then navigate through the folders till source page.

Step 7: Click OK and your Navigation to the Link will be added.

Step 8: Similarly we can add number of sub folders and Link into your navigation collection. Then click on Save.

Step 9: Now go to Publish collection tab and then select the Checkbox Navigation Pagelet.

Step 10: Select the Pagelet category as PeopleSoft Application from the dropdown list and Click Save to publish your navigation Collection.

PeopleSoft Tiles

Aggregated blocks like (Tile) appears in collections, as you login into Fluid application pages including Home page are called Tiles.

Navigation Bar
PeopleSoft Tiles

Tiles Features:


  •     Tiles hold the information for end users.
  •     It enables an easy way to navigate around the system.
  •       Tiles give users direct access to targeted transactions.
  •    Tiles can be personalized based like which tile needs to be displayed to specific User, their Position...Etc.,
  •       Tiles can be secured by role and can be made mandatory or optional.

Tile Wizard for Tile Creation:

Creating new tiles and publishing can be done easy with help of this Tile Wizard of PeopleSoft 9.2. without having specific development tools or skills. We can have different data source for our Tiles.
Tile Wizard leads usthrough 5 Steps for creating and publishing new tile. Each step appears in a numbered path at the top of the page to indicate where we are in the tile creation process.

Data Source for Tile:


  •      Application Class
  •     Free Text 
  •       Navigation Collection
  •    OBIEE
  •       Pivot Grid       

Creating Tiles with Tile wizard:

Navigation:Main Menuà PeopleToolsàPortalà Tile Wizard.
Steps:
Navigate to Tile Wizard page and then click on Create New Tile button for creating new tile.


Step1: Tile Basic Information – Specifying tile information.
 Provide Name and Title for you Tile and then Click on Next



Step2: Data Source Information – specifying data source parameters when applicable.
Select the data source as Navigation Collection from the Dropdown list.


Click on the Collections Name Prompt  and then Select you Navigation Collection.


Then Select the Collection Type as Navigation Bar and the Click on Next.

Step3: Target Page Information – Selecting the target page and tile repository location
            Check for the details of target page is right and the click next.


We can add the security to our tile by mentioning the permission list and role.


Step4: Tile Display Properties – Specifying display properties.
  User can select the icon for your tile from the image prompt.


Step5:Review and Submit – Review and publishing the tile definition.

          Click on the publish button to publish your tile.
Now your Tile will be visible in the fluid home page under the selected parent folder navigation.


On clicking our Tile it will lead you to the links in your navigation collection.



Author: Neelufar Mohammed Esack
Kovaion Consulting-PeopleSoft Practice

2 comments:

  1. This is a very beducative post, thank you for sharing - i have learned more than you can imagine, thank you and expecting something as educative as this.

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