Accessing Workspaces
This chapter discusses how to:
Access workspaces.
Navigate in a workspace.
Modify your workspace homepage.
Use the Wiki Content module.
Use the Discussions module.
Use the Documents module.
Use the Blogs module.
Use the Links module.
Use the Action Item Lists module.
Use the Calendar module.
Use the Members module.
Use the Related Data module.
Use the Polls module.
Use the Browse Workspaces module.
Search within workspaces.
Subscribe to workspace feeds.
Create and use tags in workspaces.
Work with additional workspace pagelets.
Accessing Workspaces
This section discusses how to:
Work with the My Workspaces pagelet.
Search for workspaces.
Browse the workspace hierarchy.
Browse for workspaces by category.
Request access to a workspace.
Understanding How to Access WorkspacesOracle’s PeopleSoft Enterprise Portal provides several tools to facilitate access to workspaces:
My Workspaces pagelet
Use the My Workspaces pagelet to access the workspaces to which you already belong.
Workspaces - Search page
Use the Workspaces - Search page to specify criteria to search for workspaces. The search results show workspaces to which you already belong.
Workspaces - Hierarchy page
Use the Workspaces - Hierarchy page to traverse the entire hierarchy of all workspaces, including workspaces to which you do not belong. From this page, you can select a workspace and then navigate to that workspace or create a child workspace if you have workspace creation privileges. In addition, from this page, you can request membership to a workspace to which you do not belong.
Browse By Category page
Use the Browse By Category page to browse by category through workspaces. The workspaces displayed are those to which you already belong.
In addition, if you are not a member of a specific workspace, you will be presented with an opportunity to request membership when you attempt to access that workspace.
The Workspaces - Search page, Workspaces - Hierarchy page, and Browse By Category page are available from the portal homepage and in the Browse Workspaces module of each workspace.
Pages Used to Access Workspaces|
Page Name |
Definition Name |
Navigation |
Usage |
|
Personalize My Workspaces |
PTPPB_USER_PREF |
Click the Customize button on the My Workspaces pagelet. |
Specify the number of workspaces to display in the pagelet. |
|
Workspaces - Search |
EPPCW_MYWS |
|
Specify criteria to search for workspaces of which you are already a member. |
|
Workspaces - Hierarchy |
EPPCW_HIER_SPACES |
Select the Hierarchy page from the Workspaces - Search page. |
Traverse the entire workspace hierarchy including workspaces of which you are not a member. |
|
Browse By Category |
EPPCW_BROWSE |
Click the Browse By Category button on the Workspaces - Search page. |
Browse by category through workspaces of which you are a already member. |
|
Workspace Invitation |
EPPCW_MBR_REQUEST |
Select a workspace on the Workspaces - Hierarchy page. |
Send a membership request to the workspace administrator. |
|
Workspace Security Error |
EPPCW_SECURITY_ERR |
Access workspace content or a workspace URL to which you do not have access permission. |
Send a membership request to the workspace administrator. |
|
Select Category |
EPPCW_CATG_SELECT |
Click the Search Categories button on the Workspaces - Search page. |
Select the category to enter as search criteria. |
Working With the My Workspaces Pagelet
This section discusses how to:
Personalize the My Workspaces pagelet.
Use the My Workspaces pagelet.
Personalizing the My Workspaces Pagelet
Access the Personalize My Workspaces page (click the Customize button on the My Workspaces pagelet).
Use the Personalize My Workspaces page to specify the number of workspaces to display in the My Workspaces pagelet.
|
Max Rows |
Specify the maximum number of workspaces to display in the My Workspaces pagelet. |
|
Reset to Defaults |
Click to reset the Max Rows field to the delivered default value of 20. |
Using the My Workspaces Pagelet
Access the My Workspaces pagelet on the portal homepage.
Use the My Workspaces pagelet to access to the workspaces to which you belong. The My Workspaces pagelet also provides access to several workspace-related tasks.
|
<workspace name> |
Click to access the workspace’s homepage. |
|
View All Workspaces |
Click to access the Search - Workspaces page, where you can perform a search for workspaces. |
|
Create Workspace |
If you have been given workspace creation privileges, click to access the Select A Workspace Template page, where you can begin creating a workspace. |
Searching for Workspaces
Access the Workspaces - Search page (Browse Workspaces).
Use the Workspaces - Search page to specify criteria to search for workspaces. The search results show workspaces to which you already belong.
|
Workspace Name |
Enter a complete or partial name on which to search. The search text is not case sensitive. For example, searching on the string ba would return workspaces named BASE1, Bavarian Motor Works, and Barry’s Workspace. |
|
Category |
Select the workspace category on which to search. Click the Search Categories button to view the category hierarchy. |
|
Owner |
Select the owner on which to search. The Owner field is displayed after you click the Advanced Options link. |
|
Template |
Select the template on which to search. The Template field is displayed after you click the Advanced Options link. |
|
Search |
Click to execute the workspace search based on the criteria entered. |
|
Advanced Search and Basic Search |
Click to toggle between the advanced and basic search criteria. |
|
Name |
Click a workspace name in the Search Results grid to navigate to the workspace’s homepage. |
|
Browse By Category |
Click to access the Browse By Category page. |
|
Create Workspace |
Click to access the workspace creation wizard, which you can use to create a root-level workspace. |
Browsing the Workspace Hierarchy
Access the Workspaces - Hierarchy page (select the Hierarchy page from the Workspaces - Search page).
Use the Workspaces - Hierarchy page to traverse the entire hierarchy of all workspaces, including workspaces to which you do not belong. From this page, you can select a workspace and then navigate to that workspace or create a child workspace if you have workspace creation privileges. In the hierarchy view, a folder represents a parent workspace that has children. In addition, from this page, you can request membership to a workspace to which you do not belong.
|
Left and Right |
Click to move the area displayed to the left or right one level. |
|
Expand All and Collapse All |
Click to toggle between all parent workspaces fully expanded or fully collapsed. |
|
<workspace name> |
Click the link for a workspace name to do one of the following:
|
|
|
Indicates a workspace that does not have any children. |
|
|
Click the Expand Folder button to expand that parent workspace to reveal its children. |
|
|
Click the Collapse Folder button to collapse that parent workspace and hide its children. |
|
|
Click the Create Child Workspace button to create a child workspace with the highlighted workspace as its parent. |
|
|
Click the Go to workspace name button to navigate to the highlighted workspace’s homepage. |
See Also
Requesting Access to a Workspace
Browsing Workspaces by Category
Access the Browse By Category page (click the Browse By Category button on the Workspaces - Search page).
Use the Browse By Category page to browse by category through workspaces. The workspaces displayed are those to which you already belong.
|
Workspace/Category |
Click to |
|
|
Designates a category folder. Click a category link to access the contents of the category. |
|
|
Designates a workspace in the category hierarchy. Click a workspace link to access the workspace. |
Requesting Access to a Workspace
This section discusses how to:
Request membership to a workspace.
Request membership when you receive a security access error.
Requesting Membership to a Workspace
Access the Workspace Invitation page (select a workspace for which you do not have access on the Workspaces - Hierarchy page).
Use the Workspace Invitation page to send a membership request to the workspace administrator.
|
Send Invitation |
Select the administrator or administrators to whom you want to send the request. |
|
Subject |
Enter the subject of the message or accept the default text. |
|
Message |
Enter the body of the message or accept the default text. |
|
Send |
Click to send the request and return to the Workspaces - Hierarchy page. |
|
Cancel |
Click to cancel and return to the Workspaces - Hierarchy page without sending the request. |
Requesting Membership When You Receive a Workspace Security Error
Access the Workspace Security Error page (access workspace content or a workspace URL to which you do not have access permission.)
Use the Workspace Security Error page to send a membership request to the workspace administrator.
|
unlabeled |
Select the administrator or administrators to whom you want to send the request. |
|
Subject |
Enter the subject of the message or accept the default text. |
|
Message |
Enter the body of the message or accept the default text. |
|
Send |
Click to send the request. |
|
Return to Home |
Click to return to portal homepage. |
Navigating in a Workspace
When you access a workspace, the workspace homepage displays. The workspace homepage is the front page and standard entry area for a workspace.
The workspace administrator can configure the workspace homepage to display pagelets relevant to the content of the workspace, including pagelets associated with each workspace module. The workspace homepage displays the modules selected for the workspace in the menu on the left and pagelets selected for the workspace homepage in selected columns as shown in the following example of a three-column homepage:
The name of the workspace appears in the workspace header and also at the top of the workspace menu. This name was defined when the workspace was created, but can be edited in the Administration module. Any contextual relationship that was defined for the workspace appears as a link at the bottom of the menu. If applicable, select the Return to link to access the transaction for which the workspace was created.
The following elements appear in the workspace header:
|
Portal Home |
Click to exit the workspace and access the PeopleSoft Enterprise Portal homepage. |
|
Sign out |
Click to sign out of the PeopleSoft system. |
|
<Workspace Name> |
Click to access the workspace homepage. |
|
|
Hover over any of these to view the list of feeds published as workspace feeds. Click any list item to open that feed document. Click the Feed button or Feed link to open the first feed document in the list. Click the Open menu button to toggle the list of feeds between frozen open and closed. |
|
Search |
Click and enter a search phrase in the Search field. |
|
|
Click to perform a search within the workspace. Alternatively, press Enter after entering a search phrase in the Search field. |
|
Content |
Click to access the Tab Content page. This link only displays for users who have been designated as workspace owners or administrators. |
|
Layout |
Click to access the Tab Layout page. This link only displays for users who have been designated as workspace owners or administrators. |
The following links can appear in the workspace menu and are dependent on the modules selected by the workspace administrator:
Note. The Administration link displays only for members designated as an administrator for this workspace.
|
Welcome |
Click to access the workspace homepage. This link typically does not display for workspaces configured with the Wiki Content module. |
|
Wiki Content |
Click to access the Wiki Content module. Note. The Wiki Content link in the workspace menu is not shown in the preceding example. Use the Wiki Content module to collaboratively author wiki content for the workspace. The Wiki Content module provides features such as version control and multi-language support that allow continuous and collaborative refinement of the content. The rich text editor is used to edit the wiki content, which also displays in the Wiki Content pagelet. |
|
Discussions |
Click to access the Discussions module. Use the Discussions module to participate in discussions relevant to the collaborative workspace. The Discussions module enables workspace members to post discussion topics and replies, and provides the complete history of interaction on a topic. Members can also monitor recent discussion postings using the Recent Discussions pagelet that displays on the workspace homepage. |
|
Documents |
Click to access the Documents module. Use the Documents module to publish, optionally approve, and view shared documents relevant to a workspace. Members can monitor recent document postings using the Recent Documents pagelet that displays on the workspace homepage. |
|
Blogs |
Click to access the Blogs module. Use the Blogs module to participate in the blog for the workspace. The Blogs module enables workspace members to create news and multithreaded commentary on topics relevant to the workspace. Members can also monitor recent blog postings using the Blogs pagelet that displays on the workspace homepage. |
|
Links |
Click to access the Links module. Use the Links module to create a collection of links relevant to the workspace. This collection displays in the Links pagelet that displays on the workspace homepage. |
|
Action Item Lists |
Click to access the Action Item Lists module. Use the Action Item Lists module to maintain action item lists and action items defining responsibilities for individual workspace members. Members can also monitor current action items using the Open Action Items pagelet that displays on the workspace homepage. |
|
Calendar |
Click to access the Calendar module. Use the Calendar module to maintain the workspace calendar and events to coordinate the activities of the workspace team. Members can also monitor current events using the Upcoming Events and Calendar pagelets that display on the workspace homepage. Moreover, the Calendar pagelet can simultaneously display events from multiple calendars available from all portals, sites, and workspaces. |
|
Members |
Click to access the Members module. Use the Members module to get information about and communicate with workspace members. The Members module provides access to member profiles, as well as links to initiate email and instant messaging with members. The Members module is required in all workspaces. |
|
Related Data |
Click to access the Related Data module. Use the Related Data module to access a collection of pagelets relevant to the workspace. This collection of pagelets is compiled by the workspace administrator. |
|
Polls |
Click to access the Polls module. Use the Polls module to create questions for the workspace poll. Members can respond to the poll and monitor poll results using the Poll pagelet that displays on the workspace homepage. |
|
Browse Workspaces |
Click to access the Browse Workspaces module. Use the Browse Workspaces module to browse the workspace hierarchy or search to find other workspaces. You can create new workspaces or child workspaces in this module. |
|
Administration |
Note. The Administration link displays only for members designated as an administrator for this workspace. Click to access the Administration module for the workspace. The workspace administrator can use the Administration module to define workspace properties, manage workspace membership and security, select workspace modules, define contextual data relationships, and further customize the workspace. The Administration module is required in all workspaces. |
|
Return to <Transaction Name> |
If the workspace is related to a transaction, click this link to access the transaction page. |
Modifying Your Workspace Homepage
Unlike your portal homepage, you have limited capabilities for modifying a workspace homepage. The workspace administrator or owner designates the content and layout of the workspace homepage. As a workspace member, you can only delete pagelets configured as Opt-Dflt (optional-default). Pagelets that can be deleted have a Remove button:
|
|
Click to remove a pagelet from the workspace homepage. |
Important! Once you have deleted a pagelet, it cannot be re-added easily to your workspace homepage.
See Also
Designating the Content and Layout of the Workspace Homepage
Using the Wiki Content Module
This section provides an overview of the Wiki Content module and discusses how to:
Edit the content.
View the content.
Review content information.
Work with the Wiki Content pagelet.
Understanding the Wiki Content ModuleThe Wiki Content module provides a platform that workspace members can use to maintain wiki content for the workspace. The Wiki Content module is essentially a wiki page that allows workspace members to collaboratively author and continuously revise content using the built-in rich text editor. Similar to other wiki pages, the Wiki Content module provides revision control. In addition, the rich text editor includes a Link dialog box that allows you to create and maintain links to PeopleSoft content that resides elsewhere in your PeopleSoft Enterprise Portal system.
This wiki content is displayed in the Wiki Content pagelet on the workspace homepage, which provides a more collaboration-rich alternative to the Welcome pagelet.
See Administering Workspace Properties.
This table provides a comparison of features available with the Wiki Content module and the Welcome pagelet:
|
Feature |
Wiki Content |
Welcome Pagelet |
|
Rich text editor |
X |
X |
|
Collaborative authoring |
X |
|
|
Administrator authored |
X |
|
|
Links to PeopleSoft content |
X |
|
|
Links to external URLs |
X |
X |
|
Version history |
X |
|
|
Version comparison |
X |
|
|
Email notification |
X |
This section also includes an overview of revision control.
Understanding Revision Control
The revision control features of the Wiki Content module allow you to:
View version history and previous versions.
Compare any two versions.
Delete a version.
Restore a version to be the current version.
See Reviewing Content Information.
Pages Used with the Wiki Content Module|
Page Name |
Definition Name |
Navigation |
Usage |
|
Edit |
EPPWI_WIKI_PAGE |
|
Edit and format the wiki content. |
|
Email Notifications |
EPPWI_EVENT_NOTIFY |
Click the Notify button on the Edit page. |
Send an ad hoc email notification regarding wiki content to selected workspace members. |
|
View |
EPPWI_VIEW_PAGE |
|
Preview the wiki content as it will appear in the Wiki Content pagelet. |
|
Information |
EPPWI_PAGE_INFO |
In the Wiki Content module, select the Information page. |
Review the list of wiki content versions. |
|
Compare Versions |
EPPWI_PAGE_DIFF |
Select two versions and click the Compare Versions button on the Information page. |
Compare the differences between two wiki content versions. |
Editing the Content
Access the Edit page (in the workspace menu, click the Wiki Content link).
Use the Edit page to edit the wiki content.
|
rich text editor |
The rich text editor provides tools for editing and formatting your wiki content. The Link dialog box is described in more detail in this section. The basic functions and configuration of the rich text editor are described in detail in the PeopleTools PeopleBooks. See Enterprise PeopleTools 8.50 PeopleBook: Using PeopleSoft Applications, “Working With Pages,” Working With Rich Text Editor Fields. See Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Application Designer Developers Guide, “Creating Page Definitions,” Setting Page Field Properties for Controls, Setting Options Properties. |
|
|
Click to the Link button open the Link dialog box. This dialog box allows you to create links to other content within the PeopleSoft Enterprise Portal system or to external URLs. |
|
Save |
Click to save the wiki content as a new version. The View page is displayed after a save. |
|
Cancel |
Click to exit the Edit page without saving your changes. The View page is displayed after cancelling your edits. |
|
Notify |
Click to send an ad hoc email notification regarding wiki content to selected workspace members. |
Access the Link dialog box (click the Link button in the rich text editor toolbar on the Edit page).
Use the Link Info tab of the Link dialog box to specify the destination and characteristics of links. The Link dialog box allows you to create links to external URLs as well as links to the following PeopleSoft Enterprise Portal content types:
Attachments — Any content stored within the Documents module of the current workspace.
Discussions — Any discussion topic from forums within the portal and other workspaces.
Blogs — Any blog post from blogs within the portal and other workspaces.
Workspaces — Any active workspace in the PeopleSoft Enterprise Portal system.
|
Link |
Enter the complete URL for an external link—for example, http://www.oracle.com/applications/portals/enterprise/enterprise-portal.html. Otherwise, this field is automatically populated with the link name when PeopleSoft content has been selected. |
|
Alias |
Enter the text that will appear in your wiki content as the underlined link. If you selected text prior to clicking the Link dialog box, do not enter any text here; you will overwrite the existing text. |
|
Tooltip |
Enter text to appear as a tool tip when the cursor hovers over the link. |
|
Content Type |
Select one of the following content types:
|
|
search text |
Enter the search text. |
|
Search |
Click to execute the search. |
|
Name, Forum, Blog, and Workspace |
Click to select an item as the target of the link. |
|
Topic and Post |
Click to select an item as the target of the link. |
|
Author and Creator |
Indicates he author for documents, discussion topics, and blog posts, and the workspace creator. |
|
Last Updated |
Indicates the last updated date and time for the item. |
|
1, 2, and ... |
Click to go to a specific page of search results. |
Access the Target tab (select Target in the Link dialog box).
Use the Target tab of the Link dialog box to specify the link behavior.
|
Target |
Select one of the following targets:
|
|
Target Frame Name |
When a target is selected, this field is automatically populated with the name of the target frame. |
Access the Email Notifications page (click the Notify button on the Edit page).
Use the Email Notifications page to send an ad hoc email message regarding wiki content to selected workspace members.
|
All Workspace Members, Workspace Owner, and Me |
Click to select the workspace members you want to receive the message. Selecting any of these options and clicking the Add Selected to Email button will populate the Email To field with the email addresses for the corresponding users from their PeopleSoft system profiles. |
|
Add Selected to Email |
Click to add email addresses for the selected workspace members to the Email To field. Additionally, you can manually enter email addresses in the Email To, Cc, and Bcc fields. |
|
Email To |
Enter the email addresses for individuals that you want to receive the email message. Separate addresses by a comma. |
|
Cc |
Enter the email addresses for individuals that you want to receive the email message as a carbon copy. Separate addresses by a comma. |
|
Bcc |
Enter the email addresses for individuals that you want to receive the email message as a blind carbon copy. Separate addresses by a comma. |
|
Email Subject |
Enter the text for the subject of the email message. |
|
Message Text |
Enter the text of the message in this text box. The text appears in the email message along with a URL to the Wiki Content module. |
|
Send |
Click to send the email notification. |
|
Cancel |
Click to cancel sending the email notification. |
Viewing the Content
Access the View page (select View in the Wiki Content module).
Use the View page to preview the wiki content as it will appear in the Wiki Content module.
Reviewing Content InformationThis section discusses how to:
Review version information.
Delete a version.
Restore a version to be the current version.
Compare versions.
Access the Information page (select Information in the Wiki Content module).
Use the Information page to review wiki content versions. On this page, you can compare versions, view a specific version, delete a version, and restore a version as the current version.
|
Wiki Page Name |
Displays the name of the wiki page, which is equivalent to the name of the workspace as stored in the portal definition table. |
|
Created Datetime |
Displays the date and time that the wiki page was created, which is equivalent to the date and time that the workspace was created. |
|
Created By |
Displays a link to the profile of the user who created the wiki page, which is the ID of the user who created the workspace. |
|
Version |
Displays the version number. |
|
Compare Versions |
Select two and only two versions for comparison. Then, click the Compare Versions button. |
|
Date Last Modified |
Click a link in this column to display that version on the View page. |
|
Updated By User |
Displays the user ID of the person who created the version. |
|
Comment |
Displays the comment for the version. |
|
Delete |
Click to delete a version. See Deleting a Version. |
|
Restore Version |
Click a link in this column to restore that version to be the current version. Important! There is no confirmation of your choice to restore a version. |
|
Compare Versions |
Select two and only two versions then click this button to compare the versions. See Comparing Versions. |
Click the Delete button on the Information page to delete a specific version.
Restore a Version to Be the Current Version
Click the Restore Version link on the Information page to restore a version to be the current version.
Important! There is no confirmation of your choice to restore a version.
Access the Compare Versions page (select two versions and click Compare Versions on the Information page).
Use the Compare Versions page to compare the differences between two versions of the wiki content. Text that appeared in the older version but not in the newer version appears stricken through and highlighted in red. Text that appears in the newer version but not in the older version appears underlined and highlighted in green.
Working With the Wiki Content Pagelet
Access the Wiki Content pagelet on the workspace homepage.
Use the Wiki Content pagelet to view and edit the wiki content.
|
Edit Content |
Click to access the Edit page of the Wiki Content module. |
Using the Discussions Module
This section provides an overview of the Discussions module and discusses how to use the Recent Discussions pagelet.
Understanding the Discussions Module
The Discussions module provides a platform that workspace members can use to discuss topics of interest. The discussion can be configured as moderated or unmoderated, and members can post discussion topics and replies. In addition, members can monitor current topics using the Recent Discussions pagelet on the workspace homepage. Discussion updates posted mostly recently to the Discussions module are displayed for member access on the Recent Discussions pagelet, which appears by default on the workspace homepage.
The pages used to participate in discussions in the Discussions module are the same pages used for the Discussion Forums feature available from the PeopleSoft Enterprise Portal homepage. When you click the Discussions link in the workspace menu, you are taken to the Discussion Forum page, which functions in the same way the Discussion Forum page functions in the portal. The Discussion Forum feature is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Working With Discussion Forums.
In addition, if a workspace is linked to a transaction or transaction instance that has been configured to use the Discussions related content service, a Related Discussions pagelet is automatically added to the Related Data module of the workspace. The Related Discussions pagelet displays discussion topics posted to the transaction or transaction instance.
See Also
Using the Related Discussions Pagelet
Working With the Recent Discussions Pagelet
Access the Recent Discussions pagelet on the workspace homepage.
Use the Recent Discussions pagelet to review topics and replies recently posted in the Discussions module. The pagelet also includes other convenient links and options for using the Discussions module.
|
Recent Posts |
Click a link in the Recent Posts column to view the Post Details page for that post. |
|
View All Discussions |
Click to access the Discussion Forum page of the Discussions module. |
|
|
Hover over any of these to view the list of feeds published for the Discussions module of the workspace. Click any list item to open that feed document. Click the Feed button or Feed link to open the first feed document in the list. Click the Open menu button to toggle the list of feeds between frozen open and closed. |
|
Add Topic |
Click to access the Create New Topic page in the Discussions module. |
Using the Documents Module
This section provides an overview of the Documents module and discusses how to use the Recent Documents pagelet.
Understanding the Documents ModuleThe Documents module provides a platform that workspace members can use to share documents of interest. In addition, members can monitor recently posted documents using the Recent Documents pagelet on the workspace homepage.
The pages used to manage folders and documents in the Documents module are the same pages used in the content management system available from the PeopleSoft Enterprise Portal homepage. When you click the Documents link in the workspace menu, you are taken to the Documents page, which functions similar to the way the Browse Managed Content pages function in the content management system. The content management system is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Content Management System.
See Setting Up and Working With Managed Content.
Working With the Recent Documents Pagelet
Access the Recent Documents pagelet from the workspace homepage.
Use the Recent Documents pagelet to review content recently posted in the Documents module. The pagelet also includes other convenient links and options for using the Documents module.
|
Title |
Click a link in the Title column to view the document. |
|
Properties |
Click a link in the Properties column to view the Properties page for the document. |
|
View All Documents |
Click to access the top folder of the Documents module. |
|
|
Hover over any of these to view the list of feeds published for the Documents module of the workspace. Click any list item to open that feed document. Click the Feed button or Feed link to open the first feed document in the list. Click the Open menu button to toggle the list of feeds between frozen open and closed. |
|
Add Document |
Click to access the Add Document page to add a document to the top folder in the Documents module. |
Using the Blogs Module
This section provides an overview of the Blogs module and discusses how to use the Blogs pagelet.
Understanding the Blogs ModuleThe Blogs module provides a platform that workspace members can use to blog on topics of interest. Members can post blog entries and comments. In addition, members can monitor current entries using the Blogs pagelet on the workspace homepage. The mostly recently added blogs and comments in the Blogs module are displayed for member access on the Blogs pagelet, which appears by default on the workspace homepage.
The pages used to participate in blogging in the Blogs module are the same pages used for the Blogs feature available from the PeopleSoft Enterprise Portal homepage. When you click the Blogs link in the workspace menu, you are taken to the blog page, which functions in the same way the blog page functions in the portal. The Blogs feature is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Working With Blogs.
Working With the Blogs Pagelet
Access the Blogs pagelet on the workspace homepage.
Use the Blogs pagelet to review blog entries and comments recently posted in the Blogs module. The pagelet also includes other convenient links and options for using the Blogs module.
|
|
Click the Add New Post button to access the Create New Post page for the Blogs module. |
|
<Workspace Name> |
Click the workspace name to access the Blogs page for the Blogs module. |
|
<Post Title> or <Comment Title> |
Click a link for a blog post or comment to access the View Blog Comments page for that post. |
|
Manage Blog |
Click to access the Manage Blog page for the workspace blog. |
|
Search Blogs |
Click to access the Search Workspaces page. |
|
|
Hover over any of these to view the list of feeds published for the Blogs module of the workspace. Click any list item to open that feed document. Click the Feed button or Feed link to open the first feed document in the list. Click the Open menu button to toggle the list of feeds between frozen open and closed. |
Using the Links ModuleThis section provides an overview of the Links module and discusses how to:
Maintain links and folders.
Search for a link.
Add a folder.
Access folder contents.
Work with the Links pagelet.
Understanding the Links Module
Use the Links module to build and maintain a collection of useful links related to a workspace. This collection of links is displayed for member use on the Links pagelet, which appears by default on the workspace homepage.
You can include links to the following types of content:
External URLs.
PeopleSoft menu items.
If you define a Link pagelet collection as a part of a workspace template, the collection will display in the Link pagelet in any workspaces built using the template.
Pages Used in the Links Module |
Page Name |
Definition Name |
Navigation |
Usage |
|
Links |
EPPCW_LKBROWSE |
In the workspace menu, click the Links link. |
Add, edit, and delete folders and links in the Links module. |
|
Link Properties |
EPPCW_LKLINK |
|
Add and maintain links in the Links module. |
|
Search Links |
EPPCW_ADD_LINK |
|
Search for blog posts, discussion topics, or workspaces to which to link. |
|
Select New Parent Folder |
EPPCW_LKNEW_PRNT |
Click the Select New Parent Folder link on the Link Properties page. |
View a graphical display of the collection of folders and links defined for Links module and select the folder in which you want the selected link to reside. |
|
Folder Properties |
EPPCW_LKFOLDER |
|
Add and maintain folders in the Links module. |
|
Links |
EPPCW_LKCONTENT |
Click the link for a folder on the Links page (EPPCW_LKBROWSE). |
Add links to a folder. Access the link contents of a folder. |
Maintaining Links and Folders
Access the Links page (in a collaboration workspace, click the Links link).
The Links page displays links created in this workspace including links created automatically by the system.
If the workspace was linked to or created from the Related Links related content service, then a folder with the name of the PeopleSoft application transaction page is created automatically and contains a link back to the transaction from which this workspace was linked or created. Alternatively, if the workspace was created from the Related Workspaces pagelet of Context Manager, then the Related Links folder is created automatically and contains a link back to the transaction from which this workspace was created.
|
Add Link |
Click to access the Link Properties page. |
|
Add Folder |
Click to access the Folder Properties page. |
|
Search |
Click to access the Search page. |
Top
|
Title |
Click for a folder to access the Links page (EPPCW_LKCONTENT). Click for a link to access the content of the link destination. |
|
Properties |
Click for a folder to access the Folder Properties page. Click for a link to access the Link Properties page. |
|
Delete |
Click to delete a folder or link. You will be prompted to confirm the deletion. |
See Also
Creating and Using Links with the Related Links Service
Working With the Related Workspaces Pagelet
Adding a Link
Access the Link Properties page (click the Add Link button on the Links page).
|
Label |
Enter the text you want to appear as the link used to access the link content. |
|
Long Description |
Enter a long description of the link content, which will appear in the Description column on the Links page. This description will also appear as rollover text for the link on the Link pagelet. |
|
Link Type |
Select the link type:
|
|
URL |
This field displays when the Link Type field is set to External URL. Enter the URL address of the website to which you want to create a link. |
|
Portal |
This field displays when the Link Type field is set to Menu Item. Select the portal in which the menu item for which you want to provide a link resides. |
|
Menu Item |
This field displays when the Link Type field is set to Menu Item. Select the menu item to which you want to provide a link. |
|
Go to the Portal Registry Entry for this CREF |
The field displays once link properties have been saved. Click to access the Content Ref Administration page for the menu item. See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Administering Portals,” Administering Content References. |
Additional Options
|
Use Contextual Data |
Select to use contextual data defined in the workspace to derive link content. For example, if you create a workspace that contains contextual data to a specific transaction or URL, a link to the transaction or URL will automatically be added to the Related Links folder on the Links pagelet for the workspace. |
|
Map Key |
Click to display the Key Name Mapping page, enabling you to select the keys passed to the link. |
|
Display on Welcome Page |
Select to display the link in the Links pagelet on the workspace homepage. |
|
Open Link in New Window |
Select to indicate that, when accessed, you want the link content to display in a new window. If this option is not selected, when accessed, the link content is displayed within your workspace frame. |
Location
The Location group box displays once link properties have been saved. The fields in this group box enable you to change the location of an existing link.
|
Select New Parent Folder |
Click to access the Select New Parent Folder page, where you can move the link to a folder other than the current folder. |
|
Parent Folder |
Displays the name of the parent folder of the link. |
|
Placement in Folder |
Select a value in the drop-down list box to change the placement of the link within its parent folder. Available placement values reflect saved link sequencing. |
Publishing Dates
|
Valid From |
Enter a date on which the link will be valid. This is the date on which the link appears on the Links pagelet on the workspace homepage. If you do not enter a value, the link appears when the data is saved. |
|
Valid To |
Enter a date on which the link ceases to be valid. This is the date on which the link no longer appears in the Links pagelet on the workspace homepage. If you do not enter a value, the link does not expire. |
Access the Search Links page (click a Click to Search link on the Link Properties page).
Use the Search Links page to search for content as the link.
|
Search |
Enter the search criteria. |
|
Link Type |
Select the link type:
|
|
Search |
Click to execute the search. |
|
Search Results |
Click a link in the search results to select that item as the link destination. |
|
Return |
Once a link is selected, click the Return button to return to the Link Properties page. |
Access the Key Name Mapping page (select the Map Keys link on the Link Properties page).
Select the keys that you want to pass to the link and provide optional new names for these keys.
Selecting a New Parent Folder for a Link
Access the Select New Parent Folder page (click the Select New Parent Folder button on the Link Properties page).
Navigate the link folder hierarchy to select a new parent folder.
Adding a Folder
Access the Folder Properties page (click the Add Folder button on the Links page).
|
Label |
Enter the text you want to appear as the folder name link used to access folder content. |
|
Long Description |
Enter a long description of the folder content, which will appear in the Description column on the Links page and as rollover text for the folder as it appears on the Links pagelet. |
|
Go to the Portal Registry Entry for this folder |
Click to access the Folder Administration page for the folder. See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Administering Portals,” Administering Folders |
Location
|
Placement |
Select a value in the drop-down list box to change the placement of the folder within the parent folder. Available placement values reflect saved folder sequencing. Placement options are not available for the Related Links folder. |
Publishing Dates
|
Valid From |
Enter the date on which you want the folder to be valid. This is the date on which the folder will appear on the Links pagelet on the workspace homepage. If you do not enter a value, the folder will appear upon saving this page. |
|
Valid To |
Enter the date on which you want the folder to cease being valid. This is the date on which the folder will no longer appear on the Links pagelet on the workspace homepage. If you do not enter a value, the folder will display indefinitely upon saving this page. |
Accessing Folder Contents
Access the Links page (click the link for a folder on the Links page).
The elements on this page are the same as the elements on the Links page , with the exception that this page only allows the addition of and access to links in folders in the Links module.
The Links module allows the addition of one level of folders and does not allow the nesting of folders within folders. Use the Links page to add a first-level folder.
See Maintaining Links and Folders.
Working With the Links Pagelet
Access the Links pagelet from the workspace homepage.
Use the Links pagelet to access links added to the Links module. The Links pagelet displays links created in this workspace including links created automatically by the system.
If the workspace was linked to or created from the Related Links related content service, then a folder with the name of the PeopleSoft application transaction page is created automatically and contains a link back to the transaction from which this workspace was linked or created.
|
Links |
Click a link in the Links column to open the link. |
|
View All Links |
Click to access the top folder of the Links module. |
See Also
Creating and Using Links with the Related Links Service
Working With the Related Workspaces Pagelet
Using the Action Item Lists Module
This section provides an overview of the Action Item Lists module and discusses how to use the Open Action Items pagelet.
Understanding the Action Item Lists ModuleUse the Action Item Lists module to maintain action item lists and action items defining responsibilities for individual workspace members. Members can also monitor current action items using the Open Action Items pagelet that displays on the workspace homepage.
Action items are assignments or tasks that are assigned to workspace members and require some sort of activity, monitoring, or event to take place before they can be considered complete. These action items are organized into groups called “action item lists.” Action items appear in the list as a flat view, with no nested hierarchy.
The pages used to manage lists and action items in the Action Item Lists module are the same pages used in the Action Item Lists feature available from the PeopleSoft Enterprise Portal homepage. When you click the Action Item Lists link in the workspace menu, you are taken to the Action Item Lists page, which functions similar to the My Action Item Lists page in the portal. The Action Item Lists feature is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Working With Action Items.
Working With the Open Action Items Pagelet
Access the Open Action Items pagelet on the workspace homepage.
Use the Open Action Items pagelet to review open action items in the Action Item Lists module. The pagelet also includes other convenient links for using the Action Item Lists module.
|
Action Item |
Click a link in the Action Item column to view the Action Item Details page for that item. |
|
View All Action Item Lists |
Click to access the Action Item Lists page of the Action Item Lists module. |
Using the Calendar Module
This section provides an overview of the Calendar module and discusses how to:
Work with the Calendar pagelet.
Work with the Upcoming Events pagelet.
Understanding the Calendar Module
Use the Calendar module to maintain the workspace calendar and events to coordinate the activities of the workspace team. Members can also monitor current events using the Upcoming Events and Calendar pagelets that display on the workspace homepage. Moreover, the Calendar pagelet can simultaneously display events from multiple calendars available from all portals, sites, and workspaces.
The Calendar module enables workspace members to manage the workspace calendar to coordinate the activities of the workspace team. A workspace calendar provides a way to share, organize, and communicate about events that pertain to the workspace. Workspace members can also view calendar events in the Calendar pagelet and the Upcoming Events pagelet on the workspace homepage or in the full-page view in the Calendar module.
The pages used to manage the workspace calendar and events in the Calendar module are the same pages used in the Community Calendars feature available from the PeopleSoft Enterprise Portal homepage. When you click the Calendar link in the workspace menu, you are taken to the Calendar page, which functions similar to the Calendar page in the portal. The Community Calendars feature is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Working With Community Calendars.
Working With the Calendar Pagelet
Access the Calendar pagelet on the workspace homepage.
Use the Calendar pagelet to view events from the workspace calendar. The Calendar pagelet can also be configured as a unified calendar to display events for one or more calendars to which you have access.
See Personalizing the Calendar Pagelet.
|
|
Click the Prev button to view the calendar for the previous period (day, week, or month). |
|
|
Click the Next button to view the calendar for the next period (day, week, or month). |
|
<Date> |
Hover over to determine whether events are scheduled for that date; the date will appear as a tool tip if events are scheduled. Click to display a pop-up list of events for that date. From the pop-up list, you can:
|
|
Add Event |
Click to access the Event Details page to add an event to the workspace calendar. |
|
Full Page View |
Click to access the monthly view of the Community Calendar page showing data from all calendars in the PeopleSoft Enterprise Portal system. |
Personalizing the Calendar Pagelet
Access the Personalize My Calendar Events page (click the Customize button in the Calendar pagelet).
Personalizing calendar pagelets is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
Note. By default, the workspace calendar is selected for display in the Calendar pagelet.
See Page Used to Personalize the My Events Pagelet.
Working With the Upcoming Events Pagelet
Access the Upcoming Events pagelet on the workspace homepage.
Use the Upcoming Events pagelet to review upcoming events from the workspace calendar. The pagelet also includes other convenient links for using the Calendar module.
|
Event |
Click a link in the Event column to display the event view page for that event. |
|
View All Events |
Click to access the Calendar page of the Calendar module. |
Using the Members ModuleThis section provides an overview of the Members module and discuss how to:
View the list of members.
View member profiles.
Notify workspace members.
Understanding the Members Module
The Members module enables workspace members to learn more about who the other members participating in the workspace are. Much of this information about members is shared by way of member profiles, which should be made available for all members in a workspace.
There are two types of member profiles that can be displayed for a workspace member. If the PeopleSoft Enterprise Portal Resource Finder feature has not been fully implemented or if it has been fully implemented but does not contain information for a member, the member profile will display data from the member's PeopleTools user profile (primarily from the PSOPRDEFN table).
If Resource Finder has been fully implemented, the Use Resource Finder for Profile Pages option has been selected on the Installation Options page, and there is Resource Finder data available for the member, then the member profile is displayed using the Resource Finder participant profile.
The Members module also serves as a central point from which members can communicate with one another, providing easy access to email and instant messaging functionality. Email and instant messaging functionality is accessible from the member profile.
See Also
Setting Up Instant Messaging in PeopleSoft Enterprise Portal
Pages Used in the Members Module |
Page Name |
Definition Name |
Navigation |
Usage |
|
Members |
EPPCW_MBDIRECTORY |
In the workspace menu, click the Members link. |
View members of the workspace. Access member profiles, which you can use to communicate with members by way of email and instant messaging. |
|
Member Profile |
EPPCW_MBRPROFILE |
In the workspace menu, click the Members link. Click the link for the member's name on the Members page. |
View details about a member. Access email and instant messaging functionality that can be used to communicate with the member. |
|
Notify Members |
EPPCW_MBNOTIFY |
|
Send an email message to selected or all members of the workspace. |
Viewing the List of Members
Access the Members page (in the workspace menu, click the Members link).
|
Notify All Members |
Click to access the Notify Members page, where you can send an email message to all members. This button is available if at least one member has email set up. |
|
Member Administration |
Click to access the Administration - Members page, where you can add and delete workspace members, as well as manage member privileges. |
|
Search |
Click to access the Search page, where you can perform a search within the Members module. |
|
Instant Messaging Indicator |
If applicable, an instant messaging indictor displays for a member. Click an indicator that indicates the member is online to send an instant message to the member. |
|
Member Name |
Click a member name to access the member's profile. |
|
Role |
Displays a member's role, if the member is included in a PeopleTools-based role that has been included as a member of the workspace. |
|
Email Address |
If applicable, the member's email address displays. Click the link to send an email to the member. |
|
Privilege Set |
Displays the privilege set the member has been assigned in the workspace. |
Viewing Member Profiles
Access the Member Profile page (in the workspace menu, click the Members link; click a link for the member's name on the Members page).
Click Edit My Profile link to display the General Profile Information page where you can update and edit your personal profile settings.
See Enterprise PeopleTools 8.50 PeopleBook: Using PeopleSoft Applications, “Setting User Preferences,” Setting Up Your System Profile
Click Edit My Instant Messaging Settings to display the My Instant Messaging Information page.
See Setting Up Instant Messaging in PeopleSoft Enterprise Portal.
Member profiles generated using Resource Finder as its source display like Resource Finder participant profiles.
See Using Participant Profiles and Organization Charts.
Notifying Workspace Members
Access the Notify Members page (click the Notify All Members button on the Members page).
Use the Notify Members page to compose and send an email message to workspace members. The To field is automatically populated with addresses for all members of the workspace who have defined an email address in their system profile.
Note. The email will contain a link to the workspace. Only members of the workspace will be able to access the workspace through the link.
|
To |
Enter additional email addresses for workspace members separated by commas. |
|
Subject |
Enter a subject for the email. |
|
Message |
Enter the message text for your email. |
|
Notify |
Click to send the notification. |
Using the Related Data Module
Access the Related Data module (click the Related Data link in the workspace menu).
The Related Data module displays pagelets that have been selected on the Administration - Module page. This module can be used to display pagelets that are useful for the projects being worked on in the workspace.
See Also
Adding or Editing a Related Pagelet in a Workspace
Using the Related Discussions Pagelet
Access the Related Data module (click the Related Data link in the workspace menu).
Use the Related Discussions pagelet to view and participate in related discussions that have been linked to the workspace. Related discussions are created and maintained on transaction pages through the Related Discussion related content service.
See Managing Discussion Forums in the Related Discussion Service.
See Participating in Discussion Forums in the Related Discussion Service.
A related discussion can be linked to a workspace through the Related Links related content service.
See Creating and Using Links with the Related Links Service.
Using the Polls Module
This section provides an overview of the Polls module and discusses how to use the Poll pagelet.
Understanding the Polls Module
The Polls module enables workspace administrators to create poll questions and review poll results. Polls are a simple way for you to gather opinions and comments from workspace members using the Poll pagelet that is displayed on the workspace homepage. The Poll pagelet displays a single question and enables users to submit a response and add comments. Until a workspace member has answered the current question, the pagelet displays the poll question only. After a member has responded, the pagelet displays the current poll results.
The pages used to manage the workspace poll in the Polls module are the same pages used in the Polls feature available from the PeopleSoft Enterprise Portal homepage. When a workspace administrator clicks the Polls link in the workspace menu, he or she is taken to the Maintain Polls page, which functions similar to the Maintain Polls page in the portal. The Polls feature is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Managing Polls.
Working With the Poll Pagelet
Access the Poll pagelet on the workspace homepage.
Use the Poll pagelet to submit a response to the currently displayed poll question. After you have submitted a response, the pagelet displays the current poll results. If you are the workspace administrator, the pagelet also displays convenient links to help you maintain the poll and view complete results.
|
Response Choices |
Select your response to this poll question from the available choices. |
|
Comments |
Enter your comments if the administrator has enabled comments for this poll question. |
|
Submit |
Click to submit your response to the poll. After responding to a workspace poll, you will see the poll results displayed in the pagelet. |
|
Edit Poll |
If you are a workspace administrator, click this link to access the Maintain Polls page in the Polls module. |
|
View Results |
If you are a workspace administrator, click this link to access the Poll Results page in the Polls module. |
Using the Browse Workspaces Module
The Workspaces - Search page, Workspaces - Hierarchy page, and Browse By Category page that are available in the Browse Workspaces module of each workspace are the same pages as those available from the portal homepage.
See Browsing the Workspace Hierarchy.
See Browsing Workspaces by Category.
Searching Within Workspaces
This section provides an overview of searching within workspaces and discusses how to:
Search from the workspace header.
Search within selected workspace modules.
Understanding Searching Within Workspaces
You can search for items within a workspace in two ways:
Using the Search field in the workspace header.
When you use the Search field in the workspace header, your initial search scope is all modules within the workspace. The modules searched include:
Action Item Lists
Blogs
Calendar
Discussions
Documents
Links
Members
Wiki Content
Using the Search link in selected workspace modules.
When you use the Search link in a selected workspace module, your initial search scope is that particular module. The following modules provide a Search link:
Action Item Lists
Blogs
Calendar
Discussions
Documents
Links
Members
You build workspace search collections by running the Build Search Indexes Application Engine process (EO_PE_IBLDR) using the delivered PAPP_COLLABORATIVE_WORKSPACES run control ID.
See Also
Pages Used to Search Within a Workspace|
Page Name |
Definition Name |
Navigation |
Usage |
|
Search Workspaces |
EPPCW_SEARCH |
|
Perform a search within all workspace modules. |
|
Search Workspaces |
EPPCW_SEARCH |
|
Perform a search within the selected workspace module. |
|
Search Tips |
EO_PE_SRCH_TIPS |
Click the Search Tips link on the Search Workspaces page. |
Display search syntax and examples. |
Searching from the Workspace Header
Access the Search field in the workspace header.
The Search field in the workspace header allows you to search all modules in the current workspace.
To perform a search from the workspace header:
Click to place the cursor in the Search field in the workspace header.
Enter the search criteria.
Press Enter. Alternatively, click the Search button adjacent to the Search field.
The Search Workspaces page appears displaying search results from all modules in the current workspace.
You can refine your results by selecting all workspaces, selecting specific workspace modules, or changing the search criteria.
See Searching Within Selected Workspace Modules.
Searching Within Selected Workspace Modules
Access the Search Workspaces page (click the Search link in a specific workspace module).
Use the Search Workspaces page to specify search criteria including search text, workspace scope (current or all), and modules to be searched.
|
Search Text |
Enter the search criteria. |
|
Search Tips |
Click to display search syntax and examples on the Search Tips page. |
|
Search In |
Current Workspace. Select to search in the current workspace only All Workspaces. Select to search in all workspaces of which you are a member. |
|
Module |
Select one or more modules in which you want to search. Available modules include: Discussions Links Action Items Blogs Documents Members Events Wiki |
|
Search |
Click to perform the search. |
|
Hide Summaries and Show Summaries |
Click to hide or show the summaries in the search results. |
|
Search Results |
Click a link to view that item. |
|
Return to <Module> |
If the search originated from a particular module, click to return to that module. |
Viewing and Subscribing to Feeds Within a Workspace
This section provides an overview of workspace feeds and lists the pages used to view and subscribe to feeds within a workspace.
Understanding Workspace Feeds
A PeopleSoft Enterprise Portal workspace has various types of content that is suitable for publication and consumption as feeds. Oracle has provided you with the tools within a workspace that facilitate the publication and consumption of this content as feeds.
Within a workspace, separate feeds can be published for each of three workspace modules—the Blogs module, the Discussions module, and the Documents module. The workspace administrator and certain other members with sufficient privileges can publish content from these three modules as a feed. Feed publication is documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Publishing PeopleSoft Enterprise Portal Content as a Feed.
In addition, one or more feeds can be published for the entire workspace, each of which is known as a workspace feed. Only the workspace administrator can publish a workspace feed and is responsible for selecting which modules will be included in that feed. A workspace feed can be configured to include content from one or more of the following modules:
Action Item Lists
Blogs
Calendar
Discussions
Documents
Wiki Content
Publication of the workspace feed is covered within this PeopleBook.
See Administering Workspace Feeds.
As a consumer of feed data, you can find feed documents accessible in convenient locations across the workspace—in the workspace header, in specific pagelets on the workspace homepage, and on the pages you use to manage and create specific workspace content. Use the Feed button, Feed link, and Open menu button to view feed documents for content published within the workspace.
|
|
Hover over either of these to view the list of feeds published for this item. Click any list item to open that feed document. Click the Feed button or Feed link to open the first feed document in the list. |
|
|
Hover over to view the list of feeds published for this item. Click any list item to open that feed document. Click the Open menu button to toggle the list of feeds between frozen open and closed. |
More information about viewing and subscribing to feeds can be found in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Viewing and Subscribing to Feeds.
Pages Used to View and Subscribe to Feeds in a Workspace|
Page Name |
Definition Name |
Navigation |
Usage |
|
<Workspace Name> |
EPPBL_VIEW_POSTS |
In the workspace menu, click the Blogs link. |
Displays the feed for the Blogs module. |
|
<Workspace Name> |
EPPBL_VIEW_COMMENT |
Click the link for a post or comment in the Blogs module. |
Displays the feed for the Blogs module. |
|
Discussions |
EPPDF_FORUM |
In the workspace menu, click the Discussions link. |
Displays the feed for the Discussions module. |
|
Post Details |
EPPDF_VIEW_TOPIC |
Click the link for a topic or reply in the Discussions module. |
Displays the feed for the Discussions module. |
|
Documents |
EPPCM_HIER_MAIN |
In the workspace menu, click the Documents link. |
Displays the feed for the Documents module. |
Creating and Using Tags in Workspaces
This section provides an overview of tags in workspaces and discusses how to use the Tags pagelet.
Understanding Tags in Workspaces
Similar to portals and sites, you can create and view tags for blogs, blog postings, discussion forum topics, and documents found within the workspace. In addition, you can create and view tags for the workspace itself.
In a workspace, the Tags pagelet allows you to view the tags for the workspace itself, create tags for the workspace itself, and view a tag cloud encompassing all public tags used within the workspace.
The page controls used to create and view tags for blogs, blog postings, discussion forum topics, and documents within a workspace are similar to the page controls used within a portal. In addition, the Search Tags page available in a workspace is similar to the Search Tags page available from the PeopleSoft Enterprise Portal homepage with an additional scope for the current workspace. These aspects of the tagging feature are documented in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features.
See Working With Tags.
Using the Tags Pagelet
This section discusses how to:
View the workspace tag list.
Create workspace tags.
View the workspace tag cloud.
Viewing the Workspace Tag List
Access the Tags pagelet on the workspace homepage.
Use the List tab of the Workspace pagelet to view the list of tags for the workspace itself.
|
Cloud |
Select to view the tag cloud for all public tags used within the workspace. |
|
Public |
Select to view all public tags for the workspace itself. |
|
Private |
Select to view all of your private tags for the workspace itself. |
|
Edit |
Click the Edit button to edit your public or private tags for the workspace itself. |
|
<tag> |
Click a tag to go to the Search Tags page to view a list of items within the workspace tagged with that tag. |
|
<#> users |
Hover over the number of users to view which users have tagged the workspace. |
Access the Tags pagelet on the workspace homepage; then click the Edit button.
Use the List tab of the Workspace pagelet to edit your tags for the workspace itself.
|
Cloud |
Select to view the tag cloud for all public tags used within the workspace. |
|
Public |
Select to edit your public tags for the workspace itself. |
|
Private |
Select to edit your private tags for the workspace itself. |
|
<tag> |
Enter tags or tag phrases separated by a comma. |
|
<#> users |
Hover over the number of users to view which users have tagged the workspace. |
|
Update |
Click the Update button to save your changes. |
|
Cancel |
Click the Cancel button to cancel any changes. |
Viewing the Workspace Tag Cloud
Access the Cloud tab (select Cloud in the Tags pagelet).
Use the Cloud tab to view the tag cloud of all public tags used within the workspace.
|
List |
Select to view the list of tags for the workspace itself. |
|
<tag> |
Click a tag to go to the Search Tags page to view a list of items within the workspace tagged with that tag. |
Working With Additional Workspace PageletsAdditional pagelets are included with each workspace and can be added to the workspace homepage. These pagelets include:
Email pagelet
Feed Reader pagelet
Working With the Email Pagelet
The Email pagelet in workspaces is the same as the Email pagelet that can be added to the portal homepage.
See Working With the Email Pagelet.
Working With the Feed Reader Pagelet
The Feed Reader pagelet in workspaces is the same as the Feed Reader pagelet that can be added to the portal homepage.
See Working With the Feed Reader Pagelet.
Enter the search string in the Search field and click the Search button.