Configuration Tools
PeopleSoft Customer Relationship Management (CRM) delivers a suite of configuration tools and utilities that provide you with extensive flexibility to configure CRM applications. These configuration tools enable you to manipulate the behavior and appearance of the CRM applications to meet your business needs—without requiring customizations.
With these tools, you can activate or deactivate preset product functionality, change field and page labels, control field and page visibility, set up search pages and toolbars that are tailor-made for different components and so on.
The ability to configure applications without touching their underlying code structures gives you the power to more easily tailor the PeopleSoft CRM delivered applications to look and function according to your own corporate guidelines and business objectives.
For example, you can use the configurable search feature to control the appearance and behavior of the search pages that are used in multiple PeopleSoft CRM products, as well as let your users personalize specific search pages.
In addition, you can integrate custom functionality into PeopleSoft CRM applications by referencing application classes to invoke specific processes. For instance, if you want to implement mail filtering other than by email address or domain in the Email Response Management System (ERMS), you can create an application class method that is used to identify emails which need to be discarded.
See Also
Configuration Tools
This section discusses:
Common configuration tools.
Application-specific configuration tools.
Common Configuration ToolsPeopleSoft CRM offers the following common configuration tools:
Configurable search.
Display templates.
Configurable toolbar.
Attributes.
Label change utility.
Industry-specific translate pages.
Note. For more information, such as functionality and availability, about each of these configuration tools, please refer to their respective chapters, which are referenced in the following sections.
The configurable search tool enables administrators and users to control the appearance and behavior of PeopleSoft CRM applications' search pages.
The configurable search tool:
Allows administrators (at the most basic level) to enable or disable users from personalizing search pages, define how the default search list is displayed, set search button locations, define the conditions under which a search section is collapsed, and configure whether users can utilize advanced search, basic search, or both.
Enables administrators (at a more advanced level) to establish dataset rules (which limit the data that a user can see) without using an application designer, set the number of records that are retrieved in a search, add or remove search fields, configure the search result grid, add custom search records, and configure operators.
Allows users to personalize their search page (with administrator's permission).
This includes setting the search button position, selecting the default search page to display (basic or advanced search), collapsing the search section, and setting the default search to appear in the search list when the search page is rendered.
Provides users with the edit-in-grid capability.
This allows them to make quick updates to records within the search list, export search results to spreadsheets, and customize their search results by showing or hiding, sorting, and ordering fields within the search list.
Permits users to generate and save searches based on any combination of data to retrieve a refined search list.
The configurable search functionality is available in all major components.
See Configuring Searches.
Through the display template framework, administrators can manipulate the appearance and behavior of components for different business scenarios using templates. Display templates control:
Visibility of component pages.
Visibility and layout of page sections.
Visibility and security of page fields.
Functionality and setup options that are initiated by display templates.
See Understanding Display Templates.
The configurable toolbar allows administrators to define toolbars for PeopleSoft CRM components.
The configurable toolbar allows:
Administrators to select the actions (represented by toolbar buttons) and component-specific data that appear on the toolbars.
Administrators can change button images and labels as well as the field names that appear on the toolbar.
Administrators to control the visibility of sections on pages for application-specific needs.
Users to personalize toolbars.
Users can hide and change the order of buttons that appear on the toolbar.
PeopleSoft CRM delivers toolbar definitions for pages of major components.
See Configuring Toolbars.
Using attributes enables administrators to extend the information that is stored for an object without modifying the base table of that object.
In PeopleSoft CRM, attributes are available for use in objects that are configured specifically to accept attributes (for example, case, company, consumer, lead, order, quote, marketing campaign, product, installed products, contact, and site).
The Label Change utility enables administrators to perform minor layout changes to core component pages for industry-specific implementation without the need for cloning. It allows administrators to change field labels, hide fields and pages, and switch pages to display-only mode.
Industry-Specific Translate Pages
Industry-specific translate pages enable administrators to set up new sets of translate values for fields (from core components) that are used in industry applications without customizing the application in PeopleSoft Application Designer. In CRM, you can modify the translate values of drop-down list boxes that are enabled to support this feature.
Application-Specific Configuration ToolsPeopleSoft delivers the following application-specific configuration tools:
Configuration templates.
The workbench utility.
Currently used in the PeopleSoft Integrated FieldService application, configuration templates enable administrators to activate or deactivate features, which are specified in templates, in given components (in this case, service order) for use in different applications without having to customize the system. For instance, you may want to hide all product information in service orders that are opened for Government industry solution. You can select to hide the product information in the service order configuration template that you define and associate it with the corresponding government business unit. Product-related fields and information are hidden from service orders that pertain to this business unit.
See Defining Configuration Templates for Service Orders.
To better suit your business needs, PeopleSoft Order Capture and Order Capture Self Service offer a workbench utility that allows administrators to modify settings that are specific to those two applications.
PeopleSoft Order Capture offers three workbenches – Setup, Capture Type, and Integrations, which allow you to tailor the application to your specific business requirements and preferences.
For example, you can modify existing Order Capture class sets or create entirely new business processing logic with new class sets. The workbenches allow you to integrate processing logic into the delivered Order Capture framework. This enables you to change anything from the display of the pages in the components to the business logic that is associated with entering and maintaining data, hold processing, business projects, and other order capture events. You can either use the delivered system data configuration or create your own based on your business requirements.
See Setting Up PeopleSoft Order Capture.