Creating and Using PeopleSoft Homepage Pagelets

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 

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Located along the Columbia River in the center of Washington Washingto n state Established Establishe d 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. people.

About 700 Employees Over 200 Million in annual revenue

Our Implementation 

Human Capital Management 8.8

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CIS 8.8

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Financials/Supply Chain Management 8.4

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CRM 8.8

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Enterprise non-PeopleSoft non-PeopleSoft systems 

MRO’s Maximo Maintenance Management System

Agenda 

What is a Pagelet?



How can Pagelets help me?

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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

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Rendered within a homepage tab

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Can be customized by the user

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Can display either PeopleSoft or external information

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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

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Custom Pagelets

Custom Pagelets 

Pagelet Wizard



PeopleTools/Application PeopleTools/Application Designer

Pagelet Wizard 

Wizard 



A series of screens that walk the user through the steps required to complete a task.

Demonstration: Demonstration: Pre-pay audit for Cash Advances

Creating Links 

Gather information 

Content reference name 



Component search keys 

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Portal registry Component search record

Target page 

Ctrl-J

Modify XSL Template

Link Target 

Obtain content reference name 

PeopleTools → Portal → Structure and Content

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Find search keys

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Include search key values in query

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Specify search key values as parameters to link target

Pagelet Candidates 



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Actionable items 

Pre-pay audit

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Time approval

Information 

Open enrollment notification and link

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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

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Disable most of the component’s internet features

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Register it as a Homepage Pagelet type in a folder under the Portal Objects > Pagelets folder

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Set additional pagelet properties

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Add Pagelet to a Homepage tab

Design Considerations 

Informational messages

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Bookmarkable Bookmarkable links

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IScripts 

Use standard CSS class names

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Register manually

Standard 

Better

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

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Add component search keys to grid as hidden fields

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Use RowInit PeopleCode to create links with GenerateComponentPortalURL function

User Specific Pagelets 

PeopleCode PeopleCode to skip skip search processing 

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SearchInit: SetSearchDialogBehavior(0) SetSearchDialogBehavior(0)

Use Installation as a search record 

Level 1 rowset with select PeopleCode

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OPRID as key field

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SQL in data’s view

Preference Editor 

User customization

Pagelet Preference Editor

Preference Editor 

User customization

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PeopleSoft Components, IScripts, or External URLs

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User specific settings 

Same as Pagelets


Provide default preferences

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Going Home… 

Save and Cancel links

How do I get back home?

Click link to return to Homepage





Going Home… 




PeopleCode

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



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Going Home… 


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PeopleCode

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

%Response.Redirect(GenerateHomepagePortalURL(%Porta l, %Node, %HPTabName));

Register Preference Edit Page

Homepage2

Tracking Usage SELECT FROM WHERE AND AND AND GROUP ORDER

A.PORTAL_OBJNAME_PGT, B.PORTAL_LABEL, COUNT(*) PSPRUHTABPGLT A, PSPRSMDEFN B A.PORTAL_NAME = B.PORTAL_NAME A.PORTAL_OBJNAME_PGT = B.PORTAL_OBJNAME B.PORTAL_OBJNAME A.PORTAL_OBJNAME = 'DEFAULT' -- tab A.PORTAL_NAME = 'EMPLOYEE' -- portal BY A.PORTAL_OBJNAME_ A.PORTAL_OBJNAME_PGT, PGT, B.PORTAL_LABEL BY 3 DESC

Deploying Pagelets 

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Push 

Homepage Tab > Optional Default setting

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PeopleCode and PortalRegistry Classes

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SQL Insert/Update

Pull 

Educate your users

Questions

References 

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 

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_in http://jjmpsj.blogspot.com/2006/ http://jjmpsj.bl ogspot.com/2006/09/peoplesoft-on-or 09/peoplesoft-on-or

Creating and Using PeopleSoft Homepage Pagelets

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