PeopleTools-8.55-Navigation-Collection-&-Tile-Wizard

Navigation Collection & Tile Wizard on PeopleTools 8.55

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

 

Features of Navigation Collection in Peoplesoft  

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

Navigation Collection Features

  • Various Content references or folder references can be grouped together via a group of links.
  • Links in the navigation collection of PeopleSoft are a 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 is redirected to a content reference or folder reference that is within the registry.
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Fig 1: Navigation

 

Creating Navigation Collection

Navigation: Main Menu > PeopleTools > Portal > Portal Utilities > Navigation Collections

Steps for Creating the Navigation Collection in Peoplesoft

Follow the Steps for creating our new Navigation Collection.

Step 1: Navigate to Navigation Collection Component.

PeopleTools- 8.55- | Navigation- Collection- &- Tile- Wizard

Fig 2: Navigation Bar

 

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

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Fig 3 Navigation Collection- Existing Collection

 

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

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Fig 4 Navigation Collection – Collection Properties

 

Step 4: Click on Add Folder to add a new subfolder to 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 the source page.

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

Step 8: Similarly, we can add several subfolders and Links to 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 in PeopleSoft.

 

PeopleSoft Tiles

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

PeopleTools- 8.55- Navigation- Collection- &- Tile- Wizard

Fig 5 Navbar

 

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Fig 6 Manager Self Service

 

 

Tiles Features

  • Tiles hold 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 on which tile needs to be displayed to specific Users, 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 easily with the help of this Tile Wizard of PeopleSoft 9.2. without having specific development tools or skills. We can have different data sources for our Tiles.
  • Peoplesoft Tile Wizard leads us through 5 Steps for creating and publishing a 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 Peoplesoft Tile wizard

Navigation: Main Menu > PeopleTools > Portal > Tile Wizard.

Steps to create tiles with PeopleSoft wizard

Navigate to the Tile Wizard page and then click on Create New Tile button for creating a new tile.

 

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Fig 7 Tile List

 

Step 1: Tile Basic Information – Specify the tile information. Provide the Name and Title for your Tile and then Click on Next

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Fig 8 Tile Information

 

Step 2: Data Source Information – specifying data source parameters when applicable. Select the data source as Navigation Collection from the Dropdown list.

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Fig 9 Tile Data Source

 

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

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Fig 10 Tile Data Source – Lookup

 

  • Then Select the Collection Type in Navigation Bar and Click on Next.
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Fig 11 Collection Type – Navigation bar

 

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

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Fig 12 Tile Target Page

 

  • We can add security to our tile by mentioning the permission list and role.
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Fig 13 Tile Layout Properties

 

Step 4: Tile Display Properties: Specifying display properties. Users can select the icon for your tile from the image prompt.

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Fig 14 Tile Summary

 

Step 5:Review and Submit a “Review” and publish the tile definition. Click on the publish button to publish your tile. Now your Tile will be visible on the fluid home page under the selected parent folder navigation.

PeopleTools- 8.55-Navigation- Collection- &- Tile- Wizard

Fig 15 Employee Self Service

 

  • On clicking our Tile, it will lead you to the links in your navigation collection.
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Fig 16 Job and Person

 

Author: Neelufar Mohammed Esack, Peoplesoft Consultant

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