PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features

Working With Action Items

This chapter provides an overview of action items and discusses how to:

Manage action item lists.
Create and manage action items.
Review action items.
Work with tasks and the Tasks pagelet.
Administer action item lists.
Publish an action item list as a pagelet.

Action Items Overview

In Oracle's PeopleSoft Enterprise Portal, the action item feature allows you to collaborate with other users to create and track action items. Action items are assignments or tasks that are assigned to people across groups and require some sort of activity, monitoring, or event to take place before they can be considered complete. Items can be tracked through summary homepage pagelets, through inquiry pages, as well as through email notification and calendar entries.

These items are organized into groups called action item lists. An action item list is a set of action items. Action items appear in the list as a flat view with no nested hierarchy. Security privileges for users and for roles are defined based on the list membership.

Action item lists can be accessed from portals, sites, and workspaces. Action item lists exist in a standalone form in portals and sites. Standalone action item lists are accessible in portals and sites through the My Action Item Lists page under the My Content menu. In workspaces, action item lists are available in the Action Item Lists module that is part of the workspace.

Understanding the Tasks Pagelet

The Tasks pagelet is a delivered pagelet that displays a consolidated list of all of your action items and tasks based on the preferences that you specify for the pagelet. The Tasks pagelet and related pages provide you with access to personal tasks, worklist items, and action items that are assigned to you. Personal tasks are those you add to your task list using the Task Details page. Worklist items are those tasks that have been routed to you by way of PeopleSoft Workflow. Action items are those assignments or actionable items that are related to an action item list.

See Working With the Tasks and Tasks Pagelet.

Understanding the Action Item Lists Module in Collaborative Workspaces

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.

See Using the Action Item Lists Module.

Managing Action Item Lists

This section discusses managing action item lists and how to:

Access action item lists.
Create an action item list.
Assign action item list participants and privileges.

Pages Used to Manage Action Item Lists

Page Name	Definition Name	Navigation	Usage
My Action Item Lists	EPPAI_BROWSE	My Content, My Action Item Lists	View and manage action item lists.
List Properties	EPPAI_LIST_INFO	Click the Properties link on the My Action Item Lists page. Click the Add List button on the My Action Item Lists page.	View or define the Action Item List and notification properties.
List Security	EPPAI_LIST_PRIV	Select List Security on the List Properties page. Click a Privileges link on the Administer Action Item Lists page.	Assign privilege sets to members of the list.

Accessing Action Item Lists

Access the My Action Item Lists page (My Content, My Action Item Lists).

Use the My Action Item Lists page to access the action item lists of which you are a member.

If you have permission to create an action item list, the Add List button appears on the page. If you are the administrator of a list, the Properties link is available and you can edit the list properties and security. The Delete button is available only to administrators as well.

Add List	Click to create a new action item list. Note. This button appears only for those users who have create list privileges.
Display Active Lists or Display Inactive Lists	If you have created lists that have been set to a status of inactive, the system displays a drop-down list box on the page the enables you to display either active lists or all inactive lists that you have created.
Search	Click to access the Search Action Items page where you can retrieve action items based on the search criteria that you enter.
Title	Click the list title to view the individual action items that are associated with the list.
Properties	Click to view the List Properties page on which you can define properties for the list. Note. This button appears only for those users who have edit list privileges.
Delete	Click to delete the list. Note. This button appears only for those users who have delete list privileges.

Creating an Action Item List

Access the List Properties page (click the Add List button on the My Action Item Lists page).

Use the List Properties page to define properties for the action item list.

Title	The name of the list.
List ID	After the list is saved, the system generates and displays a unique number to identify the list.
Description	A description for the list.
Created By	The system displays the user ID and a link to the profile of the list creator. Click the link to display the member's profile page. If Resource Finder is enabled, the system displays the Resource Finder profile.
Active	Select this option to make the list active and have the list appear in the portal or site. If this option is cleared, the list is not be available to users.
Action Item Notification Type	Specify how email notifications should be sent to members of the list any time an action item associated with the list is changed or created and saved. The text of the email describes any changes made to the action item and contains a link to the Action Item Details page. The available options are: Automatically Send Email sends an email notification to all members each time an action item in the list is added or changed. Prompt User to Send Email gives the user who adds or changes an action item the option of sending an email to a selected list of list members. Do Nothing - No Email Sent no email messages are sent and users are not prompted to send an email.
Return	Displays the My Action Item Lists page.
Publish as Pagelet	Displays the List Properties - Publish Pagelet Wizard Definition page on whichyou can publish the pagelet to the homepage.

Assigning Action Item List Participants and Privileges

Access the List Security page (select List Security on the List Properties page).

Use the List Security page to assign privilege sets for list members. Members and privilege sets are assigned at the action item list level. Privilege sets maintain security for accessing and managing action item lists as well as viewing, editing, and deleting action items.

Note. If a user who does not have security access to the list is assigned an action item from that list, she or he is able to view the Action Item Details page, but she or he does not have access to the list.

Member Type	Select the type of participant you want to add to the action item list. Available values include: Role — Select to be able to select a role in the Member Name field. Available group names are derived from PeopleSoft roles defined in the Roles component. See Enterprise PeopleTools 8.50 PeopleBook: Security Administration, “Setting Up Roles” User — Select to be able to select a user in the Member Name field. Available users are derived from PeopleSoft users defined in the User Profiles component. See Enterprise PeopleTools 8.50 PeopleBook: Security Administration, “Administering User Profiles”
Member Name	Specify the user ID or role name for the list member.
Privilege Set ID	Select a privilege level you want to assign to the member. Delivered values are: Administrator — Administrators can add, edit, or delete any action items in the list. In addition, they can add and delete list members. Contributor — Contributors can add or edit action items. They can delete their own action items, but not those belonging to others. Viewer — Viewers have read-only access to the action items.
	Click to view additional information about the actions that the privilege set enables the member to use.

Creating and Managing Action Items

This section discusses:

View an action item list.
Create an action item.
Send notifications for an action item.
Start a discussion for an action item.
Add action items to your calendar.
View the action items change log.
Search within action items.

Pages Used to Create and Manage Action Items

Page Name	Definition Name	Navigation	Usage
<Action Item List> homepage	EPPAI_BROWSE	My Content, My Action Item Lists Click the link for an action item list.	View the action items in the list.
Action Items Detail	EPPAI_ITEM_INFO	Click the Add Item button on the action item list homepage. Click the link for an action item on the action item list homepage.	Define details for the action item.
Action Item Notification	EPPAI_ITEM_NOTIFY	Click the Notify link on the Action Item Details page.	Send notifications to list members.
Start Discussion Confirmation	EO_PE_YESNOCONFIRM	Click the Start Discussion link on the Action Item Details page.	Confirm the start of a discussion for this action item.
Post Details	EPPDF_VIEW_TOPIC	Click the Start Discussion link on the Action Item Details page. Click Yes. Click the View Discussions link on the Action Item Details page.	Post and view discussion topics for an action item.
Action Items Change Log	EPPAI_CHANGE_LOG	Click the Change Log link on the Action Item Details page.	View the change log for the action item.
Search Action Items	EPPAI_SEARCH	Click the Search link on the action item list homepage. Click the Search link on the My Action Item Lists page.	Search for action items.

Viewing an Action Item List

Access the action item list homepage (click the link for a list on the My Action Item Lists page).

Add Item

Click to access the Action Item Details page on which you can create a new action item.

Search

Click to access the Search Action Items page on which you can search for action items.

Status

Select the state or condition of the action items you want to select as your filter criteria.

Category

Select an action item category to use as filter criteria.

Filter

Click the Filter button to filter the list based on the selected criteria.

Item ID

The identifier that the system assigned to the action item.

Title

Click the item title to display the Action Item Details page and view the details of the action item.

Priority

The priority assigned to the action item

Status

The state or condition of the action item.

Modified Date

The date that the action item was last modified.

Due Date

The date that the action item is scheduled to be completed.

Delete

Click to delete the action item.

Note. This button appears only if you have delete privileges.

Creating an Action Item

Access the Action Item Details page (click the Add Item button on the action item list homepage).

Use the Action Items Details page to define the action item.

Top and <List Title>	Click Top to access the My Action Item Lists page. Click list title link to access the action item list homepage.
Title	Enter the title for the action item.
Item ID	When the action item is saved, the system generates and displays a unique item ID.
Description	Enter a description of the task or activity.
Status	Select a value for the status of the action item. Note. Completed action items do not appear in a pagelet for this action item list if one is published. Completed and cancelled action items can be filtered out of the action item list homepage, the Review Action Items page, and the Tasks pagelet when the filter is set to display active or open items only.
Priority	Select a priority for the action item: High, Low, or Medium.
Assigned To	Select an assignee from the list of all users in the system. Initially, the lookup modal window displays all users with list members appearing at the top of the list. To find members of the list only, select User Type in the Search By drop-down and then select Member Users in the second drop-down list box. Note. You must have edit privileges to be able to assign an action item to a user. After you select an assignee, their profile name appears next to the Assigned To field. You can click the profile name to view the profile page for the user.
Due Date	Select a date from the calendar. By default, action items are displayed in order of their due dates. Note. Action items must have an assigned due date to appear in the Upcoming Action Items pagelet in Workspaces.
List ID	The identification number of the current list appears in this field. If you have edit privileges, you can move the action item to another list by selecting another ID from the action item lists that you have access to. Note. An action item can be associated with one list only.
Category	Select a category in the lookup modal window or enter a new one. When you save the action item, the new category is saved to the list of categories and is available across sites and lists.
Progress Remarks	Use the rich text editor to enter comments and updates regarding the action item.
Completed By	Select the ID of the person who completed the action item. The system automatically defaults to the user ID and profile of the person who changes the Status field to Completed.
Complete Date	Select the date that the action item is completed. The system automatically defaults to the date that the Status field is changed to Complete.

Attachments

Use this section of the page to add attachments to the action item. Attachment types include file attachments and managed content.

Attachment Type

Select the type of attachment you want to include with the action item. Available values include:

File Attachment. Select to upload a local file.

Managed Content. Select to attach a piece of managed content from the content management system.

Add Attachment

If you have selected the File Attachment attachment type, click to access a modal window that enables you to browse directories for the file you want to attach.

Select Content

If you have selected the Managed Content attachment type, click to access the Look Up Managed Content page on which you can select the piece of managed content you want to attach.

Other Action Item Functions

Save	Click to save changes to the action item.
Return	Click to return to the action item list.
Change Log	Click to view the log of changes made to this action item.
Notify	Click to send a notification to selected recipients.
Start Discussion orView Discussion	Click to start or view a discussion related to the action item.
Add to Personal Calendar	Click to add the action item to your personal calendar.

Sending Notifications for an Action Item

Access the Action Item Notification page (click the Notify link on the Action Item Details page).

Use the Action Item Notification page to send messages to users associated with the action item. Notifications can originate because notifications have been enabled for the list on the List Properties page or they can originate as ad hoc notifications after the user has selected the Notify link.

Include in 'To' List

Select the people you want to receive the notification. Selecting any of these options populates the To field with the corresponding users from the list. Additionally, you can manually enter email addresses in the To: field.

Note. Addresses for the Cc: and Bcc: fields must be manually entered or copied and pasted from the To: field.

All Members	Sends the notification to all members of the list.
Assignee	Sends the notification to the person to whom the action item has been assigned.
Creator	Sends the notification to the person who created the action item.
Me	Sends the notification to you.
Add Selected to Email	Populates the To field with email addresses of those people you have selected to receive the notification.

Use this section of the page to enter additional address information as well as the text of the notification. The system displays the title of the action item as the subject of the notification.

To, Cc , or Bcc	Manually enter additional email addresses in these fields.
Subject	Enter a subject for the email. A default subject is generated by the system.
Message	When sending an ad hoc notification, type the text of the message in this text box. The text appears in the email message along with a URL to the Action Item Detail page. When the notification is created because notifications have been enabled on the List Properties page, the system populates the message text box with information stating who modified the item and what they changed. You can add any additional information by typing it after the system-generated text.
Send	Click to send the email notification.

Starting a Discussion for an Action Item

Access the Post Details page (click the Start Discussion link or the View Discussions link on the Action Item Details page and click Yes).

The Post Details page starts a single-topic discussion forum for this action item. List members can edit the topic and post replies. If there is already a forum started for this item, the link on the Action Item Details page will display as View Discussion.

Note. Discussions started for an action item will not appear in the Discussion Forums pagelet.

Adding Action Items to Your Calendar

Click the Add to Personal Calendar link on the Action Item Details page.

Depending on the options defined in the Installation Options page, the system can either create a calendar event that you can save to your default calendar application or it can send you an email that you can add to your calendar. The remarks appear in the body of the calendar event and the title field is the subject of the calendar event.

Viewing the Action Items Change Log

Access the Action Items Change Log page (click the Change Log link on the Action Item Details page).

Use the Action Items Change Log page to review and audit all changes associated with the action item, including who made the change and when they made it.

Searching Within Action Item Lists

Access the Search Action Items page (click the Search link on the action item list homepage, or click the Search link on the My Action Item Lists page).

Use the Search Action Items page to search for action items to which you have access.

Search Text

Enter the text query in the Search Text field.

Search Tips

Click Search Tips to get more information about searching action items.

Search In

Select a scope to search for action items. Available options are:

Current List searches in the list you are currently in.
Current Site searches all lists that you have access to in the site you are currently in.
All Lists and Sites searches all the lists in all of the sites that you have access to.

Reviewing Action Items

This section discusses how to filter and review action items across all action item lists.

Page Used to Review Action Items

Page Name	Definition Name	Navigation	Usage
Review Action Items	EPPAI_INQUIRY	My Content, Review Action Items	Review action items from all lists of which you are a member

Filtering and Reviewing Action Items

Access the Review Action Items page (My Content, Review Action Items).

Use the Review Action Items page to filter and review all action items to which you have access. The results include action items from all portals, sites, and workspaces.

Filters

Select any combination of the available filters to narrow the list of action items. Available values are List ID, Assigned To, Status, and Category.

Click the Refresh button to execute the search.

Note. Action items with a status of completed or cancelled are considered inactive, and do not display when the filter is set for active action items.

Main Tab

The Main tab displays the basic information about each action item. Click the title of the action item to view the Action Items Detail page.

Additional Information Tab

Access the Additional Information tab (select Additional Information on the Main tab).

The Additional Information tab shows the description of the items including the portal name as well as the targeted completion date and the user ID and timestamp of the most recent modification to the item.

Working With the Tasks and Tasks Pagelet

This section provides an overview of tasks and the Tasks pagelet and discusses how to:

Personalize the Tasks pagelet.
Use the Tasks pagelet.
Add and maintain personal tasks.
Manage your tasks.

Understanding Tasks and the Tasks Pagelet

The Tasks pagelet is a delivered pagelet that displays a consolidated list of all of your action items and tasks based on the preferences that you specify for the pagelet. The Tasks pagelet and related pages provide you with access to personal tasks, worklist items, and action items that are assigned to you. Personal tasks are those tasks you add to your task list using the Task Details page. Worklist items are those tasks that have been routed to you by way of PeopleSoft Workflow. Action items are those assignments that are related to a PeopleSoft Enterprise Portal action item list.

Note. The Tasks pagelet displays only items associated with the current user signed in to the system.

Pages Used to Work With Tasks and the Tasks Pagelet

Page Name	Definition Name	Navigation	Usage
Personalize Tasks	EO_PE_TASK_PREF	Click the Customize Tasks button on the Tasks pagelet.	Set display preferences for your Tasks pagelet.
Task Details	EO_PE_TASK_DTL	Click the Add a Task button on the Tasks pagelet. Click a task link on the Tasks page.	Add personal tasks to your Tasks pagelet. View and edit personal task details.
Tasks	EO_PE_TASK_LIST	Click the Show All/Enhanced... link or the More... link in the Tasks pagelet. Click the Return to Tasks link on the Task Details page.	Manage your personal tasks in a real-time view. Relevant worklist task updates display on this page after the Worklist Replicate process is run.

Personalizing the Tasks Pagelet

Access the Personalize Tasks page (click the Customize Tasks button on the Tasks pagelet).

Tasks Displayed

Specify the type of tasks that display on your Tasks pagelet.

All Action Items — Select to display all action items assigned to you.

All Personal Tasks — Select to display all your personal tasks.

All Tasks — Select to display all tasks, worklist items, and action items assigned to you.

All Worklist Items — Select to display all worklist items assigned to you.

Open Action Items — Select to display all action items that are open or active. Tasks with a status of complete or cancelled are not considered open, and therefore do not display.

Open Personal Tasks — Select to display all personal tasks that are not complete.

Open Tasks — display all tasks, worklist items, and action items that are open.

Open Worklist Items — Select to display all worklist items that are not complete.

Max Number of Displayed Rows (maximum number of displayed rows)

Specify the maximum number of tasks you want to display on your Tasks pagelet. If you do not select a value, all matching tasks display.

Using the Tasks Pagelet

Access the Tasks pagelet on the portal homepage.

Use the Tasks pagelet to review your personal tasks, worklist items, and action items assigned to you.

	Indicates a worklist item.
	Indicates an action item.
	Indicates a personal task.
	Appears for a worklist task that you have not yet accessed.
	Appears for a personal task or worklist item that is overdue.
	Appears for a task when it has an associated file attachment.
Task	Displays the name of the task: Click a personal task to access the Task Details page on which you can view and enter detailed task information. Click a worklist task to access the associated transaction page. Click an action item to access the Action Item Details page
Due	Displays the due date defined for the task. Tasks in the Task pagelet are sorted by due date.
Status	Displays the status of the task. Note. The Status column does not display if your Tasks pagelet is in a narrow page column. If this column does not display, you may view it by accessing the Tasks page, which displays all available task description columns.
Priority	Displays the priority of the task. Note. The Priority column does not display if your Tasks pagelet is in a narrow page column. If this column does not display, you may view it by accessing the Tasks page, which displays all available task description columns.
Add a Task	Click to access the Task Details page on which you can add a personal tasks to your task list.
Show All/Enhanced... or More...	Click to access the Tasks page on which you can view and access details about your personal tasks, worklist items, and action items.

Adding and Maintaining Personal Tasks

Access the Task Details page (click the Add a Task button on the Tasks pagelet).

Task

Enter the task name.

Due Date

Enter the due date of the task.

Status

Select a task status.

Complete — Select for a task that has been completed. Selecting this value makes the task inactive. Inactive tasks do not display in open status views on the Tasks pagelet and Tasks page.

In Process — Select for a personal task that has been started, but not completed.

New — Select for a new personal task.

On Hold — Select to place a task on hold.

Priority

Select a priority for the task: High, Low, or Medium.

Task Description

Enter a description of the task.

File Name

When an attachment is present, select the file name link to open the file.

Delete

If an attachment is present, click this Delete button to delete the attachment.

File Description

Enter a description of the attachment.

Add File

Click to add an attachment.

Note. Unlike action items, you can add one attachment only to tasks.

Save

Click to save the current task.

Delete

Click to delete the current task. You will are prompted to confirm the deletion.

Managing Your Tasks

Access the Tasks page (click the Show All/Enhanced... link or More... link in the Tasks pagelet).

Use the Tasks page to manage your personal tasks, worklist items, and action items assigned to you. The Tasks page displays the same items available to you in the Tasks pagelet.

View	Specify the type of tasks that display on the Tasks page: All Action Items — Select to display all action items assigned to you. All Personal Tasks — Select to display all your personal tasks. All Tasks — Select to display all tasks, worklist items, and action items assigned to you. All Worklist Items — Select to display all worklist items assigned to you. Open Action Items — Select to display all action items that are open or active. Tasks with a status of complete or cancelled are not considered open, and therefore do not display. Open Personal Tasks — Select to display all personal tasks that are not complete. Open Tasks — display all tasks, worklist items, and action items that are open. Open Worklist Items — Select to display all worklist items that are not complete.
	Indicates a worklist item.
	Indicates an action item.
	Indicates a personal task.
	Appears for a worklist task that you have not yet accessed.
	Appears for a personal task or worklist item that is overdue.
	Appears for a task when it has an associated file attachment.
Task	Displays the name of the task: Click a personal task to access the Task Details page on which you can view and enter detailed task information. Click a worklist task to access the associated transaction page. Click an action item to access the Action Item Details page
Due Date	Displays the due date defined for the item.
From	Displays the user who created the item.
Status	Displays the status of the item.
Priority	Displays the priority of the item.
Add a Task	Click to access the Task Details page on which you can add a personal tasks to your task list.
Routed Task Details	Click to access the Worklist page showing the details of your worklist items. See Enterprise PeopleTools 8.50 PeopleBook: Using PeopleSoft Applications, “Using Workflow,” Sending and Receiving Notifications, Working with Received Notifications.

Administering Action Item Lists

This section discusses how to:

Administer action item lists.
Modify privileges for action item lists.

Pages Used to Administer Action Item Lists

Page Name	Definition Name	Navigation	Usage
Administer Action Item Lists	EPPAI_ADMIN	Portal Administration, Administer Action Items	Manage action item lists and member privileges.
Administer Action Item Lists - Edit Privileges	EPPAI_LIST_PRIV	Click the Privilegeslink on the Administer Action Item Lists page.	Manage privileges for members of an action item list.

Administering Action Item Lists

Access the Administer Action Item Lists page (Portal Administration, Administer Action Items).

Use the Administer Action Item Lists page to manage action item lists and member privileges.

Display Lists with Items On or Older Than	Select a date to find lists with items that were created on or before the date you specify.
Display Lists Created By	Select a user ID to return all lists that the user has created.
Display Lists Administered By	Select a user ID to return all lists where the specified user is an administrator.
Status	Select to search for active or inactive lists, or both.
Filter	Click to filter the list of action item lists.
Reset	Click to clear the filter criteria.
List ID	The system displays the ID of the action item list.
Title	Click the title of the list to access the action item list homepage.
Privileges	Click the Privileges link to access the Edit Privileges page.
Select All or Clear All	Click a link to select or clear the selection of all action item lists.
Delete	Click to delete the selected action item list or lists.

Modifying Privileges for Action Item Lists

Access the Administer Action Item Lists - Edit Privileges page (click a Privileges link on the Administer Action Item Lists page).

Use the Administer Action Item Lists - Edit Privileges page to assign list members and privileges similar to the List Privileges page.

See Assigning Action Item List Participants and Privileges.

Publishing an Action Item List as a Pagelet

This section discusses how to:

Publish a pagelet from an action item list.
Publish an action item list from Pagelet Wizard.
Edit a published pagelet.
Publish a pagelet to multiple portals.

Pages Used to Publish Action Item Lists as Pagelets

Page Name	Definition Name	Navigation	Usage
List Properties - Publish Pagelet Wizard Definition	EPPPB_PGLT_PUB	My Content, My Action Item Lists Click the Properties link for the action item list. Click the Publish as Pagelet link on the List Properties page. Click the Add Pagelet button or the Edit button on the List Properties - Publish as Pagelet page.	Create a pagelet definition for an action item list.
Pagelet Wizard - Specify Pagelet Information	PTPPB_WIZ_INFO	Click the Go to Pagelet Wizard link on the List Properties - Publish Pagelet Wizard Definition page. Portal Administration, Pagelets, Pagelet Wizard, Pagelet Wizard PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard Click the Pagelet Information button from any page in the wizard.	Provide information to identify and categorize a pagelet.
Pagelet Wizard - Select Data Source	PTPPB_WIZ_DATASRC	Click the Next button on the Pagelet Wizard - Specify Pagelet Information page. Click the Data Type button from any page in the wizard.	Select the type of data source for the pagelet.
Pagelet Wizard - Specify Data Source Parameters	PTPPB_WIZ_DATAPRMS	Click the Next button on the Pagelet Wizard - Select Data Source page. Click the Data Source Parameters button from any page in the wizard.	Configure the data source parameters that are required for data to be displayed in the pagelet. Note. This page is accessible only when you are building a pagelet with a data source that allows modification of associated parameters.
Pagelet Wizard - Specify Data Source Parameter Values	PTPPB_WIZ_PRMVALS	Click the Values link on the Pagelet Wizard - Specify Data Source Parameters page.	Specify prompt values for the end user to select from when personalizing the pagelet. Note. This page is accessible only for data source parameters for which you have selected the User Specified or Admin Specified usage types.
Pagelet Wizard - Select Display Format	PTPPB_WIZ_DISPFRMT	Click the Next button on the Pagelet Wizard - Specify Data Source Parameters page. Click the Display Format button from any page in the wizard.	Specify the data transformation method and display format for the pagelet.
Pagelet Wizard - Specify Display Options	PTPPB_WIZ_DISP_CUS	Select Custom as the display format and click the Next button on the Pagelet Wizard - Select Display Format page. Click the Transformation button from any page in the wizard.	Enter the custom formatting details for the pagelet as well as header and footer options. Preview the pagelet.
Pagelet Wizard - Specify Publishing Options	PTPPB_WIZ_PUBOPT	Click the Next button on the Pagelet Wizard - Specify Display Options page. Click the Register Pagelet icon from any page in the wizard.	Specify the manner in which the pagelet is published. Provide registration, caching, and security details, and register the pagelet.
Pagelet Wizard - Pagelet Creation Confirmed	PTPPB_WIZ_FINISH	Click the Finish button on the Pagelet Wizard - Specify Publishing Options page.	Confirm that the creation of the pagelet is complete.
List Properties - Publish as Pagelet	EPPPB_PGLT_LST	Click the Publish button on the List Properties - Publish Pagelet Wizard Definition page. If this action item list has already been published as a pagelet, click the Publish as Pagelet link on the List Properties page.	Administer pagelet definitions for an action item list.
Publish to Multiple Portals	PTPP_PMPUBPRTL	Click the Publish Pagelet in Other Sites link on the List Properties - Publish Pagelet Wizard Definition page. Portal Administration, Pagelets, Publish Pagelets PeopleTools, Portal, Portal Utilities, Publish Pagelets	Publish the pagelet definition to additional portals and sites.
Publish Multiple Pagelets	PTPP_PMPUBPGLT	On the Publish to Multiple Portals page, select Publish Multiple Pagelets. Portal Administration, Pagelets, Publish Pagelets, Publish Multiple Pagelets PeopleTools, Portal, Portal Utilities, Publish Pagelets, Publish Multiple Pagelets	Publish multiple pagelet definitions to another portal or site.

Publishing a Pagelet from an Action Item List

Access the List Properties - Publish Pagelet Wizard Definition page (click the Publish as Pagelet link on the List Properties page).

Use the List Properties - Publish Pagelet Wizard Definition page to create a pagelet definition for an action item list.

Pagelet

The pagelet title and description from the List Properties page appear in the Pagelet group box. You can edit these two fields, if necessary.

Pagelet Title	Displays the title for the action item list, which can be edited as the title for the pagelet.
Description	Displays the description for the action item list, which can be edited as the description for the pagelet.
Pagelet Folder	Select a folder to publish to. Only folders from the current site are available to select.
Pagelet Security	Select the security options for viewing the pagelet. Available options are: Publish as Public, which enables all users to view the pagelet. Publish with Security Roles, which uses the roles defined on the List Security page when publishing the pagelet. Note. If there are no roles defined on the List Security page, the system automatically selects to publish the pagelet as public.

Homepage Tabs

Use this group box to define the homepage tab labels and behavior for the pagelet.

Homepage Tab

Select the tabs that will display the pagelet.

Pagelet Behavior

Select the behavior options for the pagelet.

Optional. The pagelet will not automatically appear on the homepage. However, it is available for selection when users personalize their homepages. This setting should not be used for guest homepage pagelets because guest users do not have personalization privileges.

Optional-Default. The pagelet will appear on all user homepages if they have access to the pagelet. The pagelet can be removed when users personalize their homepages. This setting should not be used for guest homepage pagelets because guest users do not have personalization privileges.

Required-Fixed. The pagelet will appear on all user homepages if they have access to the pagelet. The placement of the pagelet cannot be changed and the pagelet cannot be removed from the homepage.

Required. The pagelet will appear on all user homepages if they have access to the pagelet. The placement of the pagelet can be changed, but it cannot be removed from the homepage.

Publish

Click the Publish button to publish this pagelet and display the List Properties - Publish as Pagelet page, on which you can review or edit the pagelet definition

Publishing an Action Item List from Pagelet Wizard

Pagelets for action item lists can be created and published using Pagelet Wizard and then managed from the List Properties page. This section provides an overview of how to use Pagelet Wizard to complete the following six steps:

Step 1: Entering Pagelet Identifying Information.
Step 2: Selecting a Pagelet Data Source.
Step 3: Specifying Data Source Parameters.
Step 4: Selecting a Pagelet Display Format.
Step 5: Specifying Pagelet Display Options.
Step 6: Specifying Pagelet Publication Options.

Note. If you access Pagelet Wizard from the Go to Pagelet Wizard link, you will be modifying an existing pagelet definition. If you want to create a new pagelet definition, start from the Portal Administration or PeopleTools navigation path.

Where appropriate, this section provides details specific to using Pagelet Wizard to publish an action item list as a pagelet. The PeopleTools 8.50 PeopleBooks provide detailed information on using Pagelet Wizard.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Using Pagelet Wizard.”

Step 1: Entering Pagelet Identifying Information

Access the Pagelet Wizard - Specify Pagelet Information page (click the Go to Pagelet Wizard link on the List Properties - Publish Pagelet Wizard Definition page; or Portal Administration, Pagelets, Pagelet Wizard, Pagelet Wizard).

Use the Pagelet Wizard - Specify Pagelet Information page to identify and categorize a pagelet.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Using Pagelet Wizard,” Step 1: Entering Pagelet Identifying Information.

Step 2: Selecting a Pagelet Data Source

Access the Pagelet Wizard - Select Data Source page (click the Next button on the Pagelet Wizard - Specify Pagelet Information page).

Use the Pagelet Wizard - Select Data Source page to select the Pagelet Wizard data source type.

Data Type	For action item lists, select Action Items.
List	Select the action item list to display in the pagelet.
Inputs	Displays the data source parameters that are used to retrieve data for the pagelet.
Outputs	Displays the data source parameter fields that are displayed as output in the pagelet.

Step 3: Specifying Data Source Parameters

Access the Pagelet Wizard - Specify Data Source Parameters page (select Action Items as the data type on the Pagelet Wizard - Select Data Source page, then click the Next button).

Use the Pagelet Wizard - Specify Data Source Parameters page to configure the data source parameters that are required for data to be displayed in the pagelet.

Note. This page is accessible only when you are building a pagelet with a data source that allows modification of associated parameters.

Field Name	Displays the name of the data source parameter. For action item lists, the following data source parameters can be defined: MAXROWS — Limits the number of entries displayed in the pagelet
Description	Displays a description of the data source parameter.
Usage Type	Select the type of accessibility that you want to grant for the data source parameter when it appears in the pagelet. Options are: Admin Specified: Select to enable those users with administrative privileges to specify variables for this field, as well as access the Configure link on the published pagelet and select from those parameters for users. Context Sensitive: Select to enable Context Manager to specify a data source parameter value for this field. Fixed: Select to enter a fixed value for the data source parameter that the end user cannot modify. System Variable: Select to assign a system variable as the data source parameter value. The value of the system variable is automatically inserted into the parameter when the pagelet appears. When you select this option, the pagelet end user cannot modify the data source parameter. For example, suppose that you specify %UserId as the system variable for a parameter name User. When the pagelet appears on a user’s homepage, the User field is populated by the %UserId system variable, which is the user ID used to access the pagelet. User Specified: Select to enable end users to specify a data source parameter value for this field. When a pagelet contains a user-specified parameter, the Customize button appears on the pagelet title bar. End users can click this button to access a personalization page, on which they can select a data source parameter value that they want to use for the pagelet. Uers can select a value from a prompt, or they can manually enter their own value if no prompt values are available. See Specifying Prompt Values for Data Source Parameters. If you change the usage type from or to User Specified for a data source parameter on a published homepage pagelet, you must unpublish and then republish the pagelet.
Required	This check box is selected and disabled for parameters specified as administrator-specified, context-sensitive, fixed, and system variable; otherwise, it is selected but enabled for user-specified parameters.
Default Value	You can enter a value that includes the % and * wildcards at the beginning or end of a value in the Default Value field. Note the following about default values: If you select User Specified as the usage type and the data source parameter is a required value, you must enter the default value that should appear before a user enters a value. If the data source parameter is not a required value, you do not have to enter a default value. If you select a default value when defining prompt values on the Pagelet Wizard - Specify Data Source Parameter Values page, that default value populates this field. If you select User Specified as the usage type, you can also enter a system variable as the default value. For example, to make the current date the default value for a user-specified parameter, enter a default value of %Date. If you select System Variable as the usage type, you must enter a system variable to use as the data source parameter value. You can use the Look up Value button to access a list of valid system variables. See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, "Using Pagelet Wizard," Step 3: Specifying Pagelet Data Source Parameters, Understanding System Variables Supported as Data Source Parameters. If you select Fixed as the usage type, you must enter the fixed value.
Values	If you select User Specified or Admin Specified as the usage type, click Values to access the Pagelet Wizard - Specify Data Source Parameter Values page. See Specifying Prompt Values for Data Source Parameters.
Text	Use the Personalization Instructions group box to enter custom personalization instructions for the pagelet. These personalization instructions appear on the personalization page of the pagelet. Note. Personalization instructions must be translatable.

Specifying Prompt Values for Data Source Parameters

Access the Pagelet Wizard - Specify Data Source Parameter Values page (click the Values link on the Pagelet Wizard - Specify Data Source Parameters page).

Use the Pagelet Wizard - Specify Data Source Parameter Values page to specify the prompt values, which are displayed to users when they personalize the pagelet. In addition, specify the default value for the parameter.

Parameter Value

Specify the parameter value.

Description

Provide an optional description of the parameter value.

Default

Select one value as the default value. If the parameter is required, then a default value is required; otherwise, it is optional.

Step 4: Selecting a Pagelet Display Format

Access the Pagelet Wizard - Select Display Format page (click the Next button on the Pagelet Wizard - Specify Data Source Parameters page).

Use the Pagelet Wizard - Select Display Format page to specify the data transformation method and display format for the pagelet.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Using Pagelet Wizard,” Step 4: Selecting a Pagelet Display Format.

Step 5: Specifying Pagelet Display Options

Access the Pagelet Wizard - Specify Display Options page (select Custom as the display format and click the Next button on the Pagelet Wizard - Select Display Format page}.

Use the Pagelet Wizard - Specify Display Options page to enter the custom formatting details for the pagelet as well as header and footer options, and to preview the pagelet.

Note. If you are modifying an existing pagelet definition or if you modify data source parameter definitions, you might need to reselect the XSL template, regenerate the XSL, or both to have the modified pagelet display actual data.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Using Pagelet Wizard,” Step 5: Specifying Pagelet Display Options.

Step 6: Specifying Pagelet Publication Options

Access the Pagelet Wizard - Specify Publishing Options page (click the Next button on the Pagelet Wizard - Specify Display Options page).

Use the Pagelet Wizard - Specify Publishing Options page to specify the type of pagelet that you want to publish. In addition, provide registration, caching, and security details, and register the pagelet.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Using Pagelet Wizard,” Step 6: Specifying Pagelet Publication Options.

Editing a Published Pagelet

Access the List Properties - Publish as Pagelet page (click the Publish button on the List Properties - Publish Pagelet Wizard Definition page; or if this action item list has already been published as a pagelet, click the Publish as Pagelet link on the List Properties page).

Use the List Properties - Publish as Pagelet page to review, edit, or add Pagelet Wizard pagelet definitions for this action item list. To edit a pagelet definition, it must be marked as published and have a content reference in the current site.

Note. Pagelets for this action item list published directly from Pagelet Wizard also appear in this list.

Edit	Displays the List Properties - Publish Pagelet Wizard Definition page on which you can make changes to the pagelet definition.
Delete	Deletes this pagelet definition and the published pagelet content references in all sites.
Add Pagelet	Adds a new pagelet definition based on the current action item list.

Publishing a Pagelet to Multiple Portals

Access the Publish to Multiple Portals page (click the Publish Pagelet in Other Sites link on the List Properties - Publish Pagelet Wizard Definition page; or Portal Administration, Pagelets, Publish Pagelets).

Two pages are available for you to publish pagelets to multiple portals:

Use the Publish to Multiple Portals page to publish the pagelet definition to additional portals and sites.
Use the Publish Multiple Pagelets page to publish multiple pagelet definitions to another portal or site.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Working With Navigation Pages,” Publishing Pagelets.

Add Item	Click to access the Action Item Details page on which you can create a new action item.
Search	Click to access the Search Action Items page on which you can search for action items.
Status	Select the state or condition of the action items you want to select as your filter criteria.
Category	Select an action item category to use as filter criteria.
Filter	Click the Filter button to filter the list based on the selected criteria.
Item ID	The identifier that the system assigned to the action item.
Title	Click the item title to display the Action Item Details page and view the details of the action item.
Priority	The priority assigned to the action item
Status	The state or condition of the action item.
Modified Date	The date that the action item was last modified.
Due Date	The date that the action item is scheduled to be completed.
Delete	Click to delete the action item. Note. This button appears only if you have delete privileges.

Task	Enter the task name.
Due Date	Enter the due date of the task.
Status	Select a task status. Complete — Select for a task that has been completed. Selecting this value makes the task inactive. Inactive tasks do not display in open status views on the Tasks pagelet and Tasks page. In Process — Select for a personal task that has been started, but not completed. New — Select for a new personal task. On Hold — Select to place a task on hold.
Priority	Select a priority for the task: High, Low, or Medium.
Task Description	Enter a description of the task.
File Name	When an attachment is present, select the file name link to open the file.
Delete	If an attachment is present, click this Delete button to delete the attachment.
File Description	Enter a description of the attachment.
Add File	Click to add an attachment. Note. Unlike action items, you can add one attachment only to tasks.
Save	Click to save the current task.
Delete	Click to delete the current task. You will are prompted to confirm the deletion.