PeopleSoft Applications Portal 9.1 PeopleBook: Using Portal Features

Working With the Related Links Service

This chapter provides an overview of the Related Links related content service and describes how to create and use links with the Related Links service.

Understanding the Related Links Service

The Related Links related content service enables you to associate links to relevant content for a current transaction instance or for all instances in a transaction. These links are available to all users of the transaction and assist in providing easy access to relevant information for executing the process. The Related Links service enables you to:

Link to content residing in PeopleSoft Applications Portal, specifically blogs, discussions, or collaborative workspaces.
Add links to external URLs.
Add file attachments.
Create a new workspace and link that workspace to the transaction.
Create two-way navigation between the linked workspaces and transaction data.
View the discussions created using the Related Discussion service in the linked workspaces.
Define access security for the related information. You must set access security for all existing related links and new related links. Only users who have permission to access a particular transaction can also access the related links.

Creating and Using Links with the Related Links Service

This section discusses how to:

View linked content.
Create links to related content.
Create and link to a related workspace.

Pages Used to Create and Use Links with the Related Links Service

Page Name	Definition Name	Navigation	Usage
Linked Content	EPPRS_LINK_CNT	On the transaction page, select Related Content, Related Links.	Navigate to linked content.
Add File Attachment	EPPRS_ADD_LINK	On the Related Links tab, click the Add Attachment button on the Linked Content page.	Upload a file attachment.
Link to Existing Content	EPPRS_ADD_LINK	On the Related Links tab, click the Link to existing content button on the Linked Content page.	Create links to existing PeopleSoft Applications Portal content and to external URLs.
Create and Link Workspace	EPPRS_WS_CREATE	On the Related Links tab, click the Create and Link Workspace button on the Linked Content page.	Create a collaborative workspace in PeopleSoft Applications Portal and link to this workspace.
Delete Confirmation	EPPRS_DEL_CONFIRM	On the Related Links tab, click the Delete button on the Linked Content page.	Confirm your deletion of a link.

Viewing Linked Content

Access the Linked Content page (on the transaction page, select Related Content, Related Links).

Use the Linked Content page to navigate to the linked content. The links on this page are initially ordered by the date and time the link was created, in reverse chronological order. Similar to other PeopleSoft grids, you can resort the information by content type, relevance, creator, and so on.

Link

Clicking a link opens the link target in a separate browser window. When you click the link for a file attachment, the attachment is downloaded and opened on your computer using the ViewAttachment PeopleCode function.

Note. Depending on the file type and the browser you are using, a separate application might be executed to open the attachment, a separate browser window might be opened displaying the attachment, or you might be prompted to save or open the file.

Relevance

Click the Relevance icon button to the right of the Relevance column to indicate whether you think a link is relevant, which will add one to the current relevance score. After you mark a link as relevant, the Relevance icon button becomes disabled and you cannot change your relevance rating for that link.

Shared Link

The Shared Link icon indicates that a link was created as shared across all instances of this transaction. If no icon is displayed, then the link is unique to this instance of the transaction.

Creating Links to Related Content

You can attach files and create links to existing content.

Adding Attachments

Access the Add File Attachment page to attach files (on the Related Links tab, click the Add File Attachment button on the Linked Content page).

Use the Add File Attachment page to attach files either to the application page or the current page. File attachments are uploaded from your computer to the storage location defined by your PeopleSoft Applications Portal administrator.

See Setting Up Related Content Services.

Content Type	Specifies File Attachment as the content type. The content type cannot be changed.
Link Context	Select the placement of the attachment. Current Page Data: Indicates that the attachment is unique to the current transaction instance. Current Application Data: Indicates that the attachment is shared and available to all instances of this transaction.
Additional Information	Place your mouse cursor over the icon to display a pop-up with additional information including the page name, context keys, and key values.
Link Name	By default, this field provides the name of the uploaded file; you can override the default link name.
Select File	Click to browse and upload the file.
Save	Click to save the attachment and return to the Linked Content page.

Linking to Existing Content

Access the Link to Existing Content page (on the Related Links tab, click the Link to Existing Content button on the Linked Content page).

Use the Link to Existing Content page to create links to existing PeopleSoft Applications Portal content and to external URLs.

Content Type	Select the content type for the link. Important! To search for blogs, discussions, and workspaces in the PeopleSoft Applications Portal database, you must build and maintain search indexes for each of those scopes in the PeopleSoft Applications Portal database. Select from these values: External URL: Select this option to create a link to an external URL. Portal Blogs: Select this option to search for postings to PeopleSoft Applications Portal blogs. Portal Discussions: Select this option to search for postings to PeopleSoft Applications Portal discussion forums, including standalone discussion forums, discussions within linked workspaces, and Context Manager related discussions. Workspaces: Select this option to search for PeopleSoft Applications Portal collaborative workspaces.
Link Context	Select the context for the link: Current Page Data: Indicates that the link is unique to the current transaction instance. Current Application Data: Indicates that the link is shared and available to all instances of this transaction.
Additional Information	Place your mouse cursor over the icon to display a pop-up with additional information including the page name, context keys, and key values.
Link Name	Provides the link name on the Linked Content page. This field provides the name of the item selected in the search results by default; you can override the default link name. You must enter a name for an external URL.
Search Text	Enter search text. Leave this field blank or use the * wildcard character to search for all instances of a given content type.
Search	Click to perform the search. Note. To search for blogs, discussion forums, or workspaces, the portal administrator must build and maintain appropriate search indexes. See Building Search Indexes.
Save	Click the Save button to save the link and return to the Linked Content page. Note. Select a link in the search results before you click the Save button; otherwise, an error message or invalid link will result.
Cancel	Click to return to the Linked Content page without creating a link.
Include Related Discussions to the Workspace	Note. This option is available only when Workspaces is selected as the content type. Select this option to include any related discussions associated with this transaction in the workspace.
Search Results	Select an item from the search results to be the target of the link.

Creating and Linking to a Related Workspace

Access the Create and Link Workspace page (on the Related Links tab, select Create and Link Workspace on the Linked Content page).

Use the Create and Link Workspace page to create a new workspace and to create a link to that workspace from the current transaction or transaction instance.

Name	Enter a name for the workspace. The name of the workspace appears in the header on the workspace homepage, at the top of the workspace menu, and anywhere workspaces are listed, for example, on pages to search for or manage workspaces, in pagelets, in search results, and so on.
Template	Select the template on which you want to base your linked workspace. Note. If the transaction is registered with a template in PeopleSoft Applications Portal, then that template is automatically be selected.
Description	Enter an optional description for the workspace. This description also becomes the default welcome text, which appears in the Welcome module if that module is configured for this workspace.
Copy Members From the Template	Select this option to copy the members and privileges from the workspace template.
Include Related Discussions to the Workspace	Select this option to include any related discussions associated with this transaction in the workspace.
Link Context	Select the context for the link: Current Page Data: Indicates that the link is unique to the current transaction instance. Current Application Data: Indicates that the link is shared and available to all instances of this transaction.
Additional Information	Place your mouse cursor over the icon to display a pop-up with additional information including the page name, context keys, and key values.
Page label to appear in the Workspace	Enter an optional label for the page.
Save	Click the Save button to create the workspace. The linked workspace opens in a new window with the Administration - Properties page displayed
Cancel	Click to return to the Linked Content page without creating a workspace.