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Working with Personalization Options

Before you begin defining and deploying personalization options, you need to be familiar with the personalization option categories delivered with PeopleSoft software, and the pages used to view and modify them. This section discusses:

Note: PeopleSoft Mobile applications use the standard personalizations.

PeopleSoft Mobile Agent is a deprecated product. Mobile personalization features exist for backward compatibility only.

Understanding Navigation Personalizations

The following table presents the delivered navigation personalization options.

Note: PTPT1000 is a delivered permission list that you can use as a starting point for a user permission list. The column shows whether PTPT1000 allows a user to set the option.

Option Code

Description

Default Value

PTPT1000

ACEGRDCOLS (Max columns for Show all Columns)

Specify the maximum number of columns that are displayed in an analytic grid when the user selects Show All Columns. You can specify up to 100.

40

No

ACEGRDROWS (Max rows for View All)

Specify the maximum number of rows that are displayed in an analytic grid when the user selects View All.

100

No

ADBTN (Tab over Add/Del Buttons (+/-))

Enable tabbing over the Add (+) and Delete (-) buttons within grids and scrolls.

No

No

ANAVSORT(Navigation menu sort)

Enable top navigation sort.

Yes

No

AUTOMENU (Automatic menu collapse)

Enable the menu to automatically collapse when a transaction is selected. The user can expand the menu either by pressing Ctrl-Y or clicking the Show Menu icon.

No

Yes

BADDRESSBAR (Show browser address location)

Enable the display of the browser’s address bar.

Note: This option takes effect only after a new browser instance is launched.

Yes

No

BBUTTONS (Show browser navigation bar)

Enable the display of the browser’s navigation bar, which usually contains the Back, Forward, Home, and Refresh buttons, among others depending on the browser in use.

Note: This option takes effect only after a new browser instance is launched.

Yes

No

BGLYPH (Tab over related content glyph)

Enable tabbing over the red glyphs, which indicate a field-level related content contextual menu.

Yes

No

BLINKS (Show browser links)

Enable the display of the browser's personal links toolbar.

Note: This option takes effect only after a new browser instance is launched.

Yes

No

BMENU (Show browser menu)

Enable the display of the browser’s menu bar.

Note: This option takes effect only after a new browser instance is launched.

Yes

No

BMOPOPUP (Enable mouse over pop-up windows)

Enable mouse over pop up pages, which appear over the main page when you hover over certain text fields.

Yes

No

BNEWWIN (New browser window)

Override the browser setting that causes new windows to appear in browser tabs and instead force all new windows to open in a separate browser window.

Note: No status bar appears at the bottom of new windows.

No

Yes

CALBTN (Tab over Calendar Button)

Enable tabbing over the calendar controls, which appear as buttons on the page.

No

Yes

EXPERT

Enable expert entry.

Yes

Yes

GRDRWS (Max rows for View All)

Specify the maximum number of rows that are displayed in a grid or scroll area when the user selects View All.

100

No

GRDTAB (Tab over Grid Tabs)

Enable tabbing over the tabs or headings within grids.

No

Yes

HDRICN (Tab over Header Icons)

Enable tabbing over header icons, which appear at the top of each page and include Home, Add To Favorites, and Sign Out.

No

Yes

LKPBTN (Tab over Lookup Button)

Enable tabbing over the lookup buttons to the right of edit boxes that have an associated list of valid values.

No

Yes

NBAR (Tab over Navigation Bar)

Enable tabbing over navigation bars, which appear at the top of grids and scroll areas to control the appearance of rows and columns.

No

Yes

NONPS (Tab over Browser Elements)

Restrict tabbing to include only the PeopleSoft elements of the page, and tab over non-PeopleSoft elements.

No

Yes

PGLNK (Tab over Page Links)

Enable tabbing over links to other pages in the same component.

No

Yes

POPUP (Tab over Related Page Links)

Enable tabbing over the pop-up menu icon that opens a page of associated menu items.

No

Yes

TBAR (Tab over Toolbar)

Enable tabbing over the toolbar at the bottom of a page. Toolbar items include buttons that control standard operations on the page, such as Save and Return to Search.

No

Yes

TYPEAHD

Enable autocomplete on prompt edit boxes. The system performs a prompt lookup as you type, suggesting appropriate values.

Yes

Yes

Understanding Regional Settings

The following table presents the delivered regional settings.

Note: PTPT1000 is a delivered permission list that you can use as a starting point for a user permission list. The column shows whether PTPT1000 allows a user to modify the option.

Option Code

Description

Default Value

PTPT1000

ADES (Afternoon designator (PM, pm))

(Locale-based) Specify the afternoon designator string to use to indicate PM on a 12 hour display, such as PM or pm. This value has a 5-character limit.

PM

Yes

AUTOGREGCAL

Specify whether the system automatically recognizes and converts date values to Gregorian calendar dates.

Yes

Yes

CALENDAR

(Locale-based) Specify the calendar type to use. Select from these values:

  • Gregorian

  • Hijri (UmmA l-Qura)

  • Thai

Note: If auto-recognize Gregorian dates is set to Yes and the calendar is set to non-Gregorian, any dates entered in date fields that fall in the range of the Gregorian calendar will be assumed to be Gregorian and will be converted to specified calendar dates.

Gregorian

Yes

DCSP (Decimal Separator)

(Locale-based) Specify the decimal separator character for values with decimals, such as 1.00 or 1,00. You can enter any single character.

.

No

DFRMT (Date Format)

(Locale-based) Specify the format for displaying the date. Select from the following values:

  • DDMMYY (day first)

  • MMDDYY (month first)

  • YYMMDD (year first)

MMDDYY

Yes

DTSP (Date Separator)

(Locale-based) Specify a date separator character used to separate the month, day, and year in a date. For example, if you specify a hyphen (-), the date appears as 01-01-2001. If you specify a slash (/), the date appears as 01/01/2001. You can enter any single character.

/

No

LTZONE (Local Time Zone)

Select the local time zone, such as Moscow Time, Greenwich Mean Time, or Japan Standard Time.

Note: This setting alters the display of the time for the end user, but does not affect the Base Time Zone setting on the PeopleTools Options page.

Pacific Time (US), Tijuana

Yes

MDES (Morning designator (AM, am))

(Locale-based) Specify the morning designator string to use to indicate AM on a 12 hour display, such as AM or am. This value has a 5-character limit.

AM

Yes

TFRMT (Time Format)

(Locale-based) Specify the time format for display. Select from the following values:

  • 12 hour clock (01:05:00 PM)

  • 24 hour clock (13:05:00)

Note: Whether microseconds appear is not a personalization option.

12 hour clock

Yes

TMSP (Time Separator)

Specify the time separator character to separate hours, minutes, and seconds, such as (:) or (.). You can enter any single character.

:

No

TSEP (Digit Group Separator)

(Locale-based) Specify the digit group separator character for displaying numerical values over 999 — such as a comma (1,000) or a period (1.000). To specify a space, enter the space between single quotes (' '). You can enter any single character.

,

No

TZONE (Use Local Timezone)

Indicate that transactions are to use the local time zone of the client machine.

If you select No, transactions use the local time zone of the server, where the server may in turn be set to a corporate time zone.

 No

Yes

WEEKFIRSTDAY

(Locale-based) Specify which day begins the week.

Sunday

Yes

Locale-Based Regional Settings

Some of the regional settings, as noted in the table, are locale-based. Their values can be determined based on the locale setting of the user's browser. Because this is one of three sources that can determine which value applies, it's important to understand which source takes precedence:

  • In the Define Personalizations component (PSUSEROPTNDEFINE), you can specify default values for locale-based settings, which apply in the absence of any overriding setting.

  • The user's browser locale setting is used by the PeopleSoft system to invoke the default values of regional settings for that locale, which you can configure on the Locale Defaults page. Each setting for which you configure a value overrides any default value that's specified for that setting in the Define Personalizations component.

  • If a user specifies a value for a locale-based setting in the My Personalizations component, that value overrides any value configured for that setting for the user's browser locale on the Locale Defaults page. That value also overrides any default value that's specified for that setting in the Define Personalizations component.

Understanding General Options

The following table presents the delivered general options.

Note: PTPT1000 is a delivered permission list that you can use as a starting point for a user permission list. The column shows whether PTPT1000 allows a user to modify the option.

Option Code

Description

Default Value

PTPT1000

ACCESS (Accessibility Features)

Specify accessibility features. This option provides better support for assistive technologies. Select from the following values:

  • Use accessible layout mode — For use with screen readers. Page elements (fields, links, buttons, and so on) are presented in linear fashion to assistive software.

  • Use standard layout mode — Supports assistive technologies without altering the page design.

  • Accessibility features off — This disables accessibility features.

Accessibility features off

Yes

EXCEL97 (Excel 97 grid download)

Indicate that you want to use the character set defined in the user language instead of the default UTF-8 character set when you download a page grid to Microsoft Excel 97.

Enter Y to enable, or N to disable this option.

Note: This option is recommended only for non-English speaking users who use Microsoft Excel 97. It isn't recommended for Excel in Microsoft Office 2000 and later.

N

Yes

CUSTOMPGSET (Customize Page Settings)

Indicate that the Customize Page pagebar link should appear at the top of pages at runtime. Users can use this control to define, share, and copy page personalizations.

Warning! When this option is disabled, all existing page personalizations for the user are deleted. Grid personalizations aren't affected.

Note: You can prevent the Customize Page pagebar link from appearing in a given component, regardless of whether users have access to this option, by clearing the Customize Page Link check box in the Internet properties of the component definition.

See Setting Component Properties.

Yes

No

METAXP (Time page held in cache)

Enable browser caching for the navigation pages that remain relatively static. This option specifies the time, in minutes, that portal homepage and navigation pages are held in the cache.

You can specify a value between 0 (no caching) and 525600 minutes (one year).

900

Yes

MLTLNG (Multi Language Entry)

Enable data entry in multiple languages.

On a page where the Data Language drop-down list box is available, users can select a preferred language for data entry on that page.

When this option is disabled, the Data Language drop-down list box has no effect.

No

Yes

SCLANG (Spell Check Dictionary)

Specify the language to use for the spell check dictionary. Users can select from a wide range of supported languages, or use their session language.

Use session language

Yes

Understanding System Messages

System messages are those that the system displays for the user when certain events occur, such as a save or a request to view another page. The following table presents the options for system messages.

Note: PTPT1000 is a delivered permission list that you can use as a starting point for a user permission list. The column shows whether PTPT1000 allows a user to modify the option.

Option Code

Description

Default Setting

PTPT1000

SCNFRM (Save Confirmation)

Display a brief message confirming each save action.

Yes

No

SWARN (Save Warning)

Display a warning when the user makes a change and attempts to leave the transaction without saving.

Yes

Yes

Understanding Internally Controlled Options

Internally controlled personalization options are different from the other personalization option categories. Although they're defined in the Define Personalizations component (PSUSEROPTNDEFINE), they never appear in My Personalizations, even if you assign them to a permission list.

Instead of accessing these options in My Personalizations, users access and configure them at other locations; the location depends on the individual option. These options are always enabled and can't be disabled, but you can specify their default settings in the Define Personalizations component.

Query Preferences

You specify the default values of the Query preference options in the Define Personalizations component, and individual users can modify those values in Query preferences. The following personalization options are used by PeopleSoft Query:

AUTOJOIN

This option appears as the Enable Auto Join check box on the Query Preferences page. It's selected by default.

NAMESTYLE

This option appears as the Name Style setting on the Query Preferences page. Its default value is Name and Description.

DICTIONARY

This option is not used in the current release.

SORTBY

This option is not used in the current release.

See Specifying Query Preferences.

Portal Preference

The following personalization option is used by PeopleTools portal technologies:

PAGEHDRCACHE

Note: This option is not available to end users. The default value that you set for it in the Define Personalizations component is the only value used, and it applies globally to all users.

Use PAGEHDRCACHE to configure caching for the PeopleSoft portal navigation header. This option specifies the time, in minutes, that portal headers are held in the cache. The delivered initial value of this option is 480 minutes.

Tree Manager Preference

The following personalization option is used by PeopleSoft Tree Manager:

TMLINES

This option appears as the Display Lines Per Page setting on the Configure User Options page of PeopleSoft Tree Manager. Its default value is 60 lines.

See Setting Display Options.