Setting Up Pagelets for My Work as a System Administrator

This topic discusses how to:

Set up My Work pagelets as a system administrator.
Define link types and security for My Work pagelets as a system administrator.
Import system defined links for My Work links as a system administrator.
Set up filter definitions as a system administrator.
Set up filter values as a system administrator.
Validate filters as a system administrator.

Pages Used to Set Up My Work Pagelets as a System Administrator

Page Name	Definition Name	Navigation	Usage
Configure Pagelets – My Work	FSPC_ADMIN_MYWORK	select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Pagelets Click the My Work tab.	Set up My Work links for end users.
Define My Work Link	FSPC_ADM_WRK_SEC	select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Pagelets Click the My Work tab and then click the Define link in the Define Link/Security column.	Define the type of link that appears on the My Work pagelet.
Import My Work Link	FSPC_MYWORK_PROMPT	select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Pagelets Click the My Work tab and then click the Define link in the Define Link/Security column. Click the Import Link button.	Import system defined My Work links.
Configure Filter Definition	FSFB_FILTER_FIELDS	select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Filter Definitions	Set up filter definitions.
Configure Filter Values	FSFB_FILTER_VALUES	select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Filter Values	Set up filter values.
Validate Filters	RUN_FSFB_VALCLN	select Enterprise Components, then select WorkCenter/Dashboards, then select Validate Filters	Validate filters.

Configure Pagelets – My Work Page

Use the Configure Pagelets – My Work page (FSPC_ADMIN_MYWORK) to set up My Work links for end users.

Navigation

select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Pagelets

Click the My Work tab.

Image: Configure Pagelets – My Work page

This example illustrates the fields and controls on the Configure Pagelets – My Work page.

A system administrator can determine whether an end user can personalize their display options.

Allow User to Personalize the Display Options

Select to indicate that end users who have access to this pagelet can personalize their display options.

If this option is selected, an end user has access to the Personalize page for the pagelet.

If this option is not selected, an end user does not have access to the Personalize page for the pagelet. If an end user tries to access the Personalize page, they receive a message that the user personalization is not enabled for the pagelet.

Update User Personalization Settings

Activate My Work Settings

Click to run the Application Engine process that adds and deletes changes to the user personalization records. This process moves the new configuration to the master record. The last modified and the last run dates and times are displayed so that you know that the process has run after changes have been made.

My Work Groups

Group Label

Enter a label heading for the group of links that appear in the <pagelet> Links grid. Multiple group labels can be added to organize <pagelet> links into logical groups.

This is not a required field, but should be used if more than five links are listed, and the links can be grouped.

Start Group Collapsed

Select to indicate that this particular group of links should display as collapsed when users access this pagelet. The group label displays, and the user must click the group label to expand the group and access the links.

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.

Display Order

Enter an order in which this group of links should display within the <pagelet> section.

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.

Hide Group

Select to indicate that this group label, and associated links, should not display for an end user.

If selected, the end user does not have access to the group label, and associated links, even if they have authorization to personalize their display options.

My Work Links

Display Order

Enter the order in which you want the links to appear within the group.

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.

Show Count

Select to display a number in parenthesis at the end of the link. The value of the number indicates how many transactions apply to the link in which the user needs to act upon.

Administrators should use caution when selecting this option because it could slow system performance.

You should evaluate the show count option on a link by link basis. If you find that one link encounters a performance problem, then you should consider deselecting the Show Count check box for that link. You do not have to be consistent with the Show Count check box from link to link. If you deselect the Show Count check box for a link, then the link remains active if there are transactions to review.

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.

Show Link

Select to indicate that the link is displayed on the pagelet.

PeopleSoft delivers some links that a system administrator may choose to hide from end users. If this is the case, then select this check box. This allows system administrators to preserve the link definition, if they decide to display the link at a later time.

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.

Starting Page

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.

Define My Work Link Page

Use the Define My Work Link page (FSPC_ADM_WRK_SEC) to define link types and security for My Work Pagelets as a system administrator.

Navigation

select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Pagelets

Click the My Work tab and then click the Define link in the Define Link/Security column.

Image: Define My Work Link page

This example illustrates the fields and controls on the Define My Work Link page.

Use this page to define the type of link that appears on the My Work pagelet.

Link Type

Select the type of link. The fields in this window change depending on the option selected in this field. Options include:

Events and Notifications Alert
System-Defined
User-Defined
Worklist

Link Type is Events and Notifications Alert

Process Name

Select a process name that the system must run to display the results of an event or notification alert.

Process Category

Select a process category within the process name selected in the previous field.

Link Label

Displays from the alert and cannot be changed.

Public

Select to indicate that this is a public link.

Link Type is System-Defined

Import Link

Click to access the Import My Work Link page where you can import system-defined links. This button is displayed only when System-Defined is selected in the Link Type field.

Filter ID

Select the Filter ID that will be used to filter the data for this link.

Add Filter

Select to add filters if you don’t want to use what is already defined.

Public

Displays whether the filter is public. This option is display only.

Public

Select to indicate that this is a public link.

Link Type is User-Defined

Import Link

Click to access the Import My Work Link page where you can import system-defined links. This button is displayed only when System-Defined is selected in the Link Type field.

Link Label

Enter a label for the link, which appears on the My Work pagelet. (User defined only)

Record Based On

Enter the view name that will be used for defining filter fields for this link.

Filter ID

Select the Filter ID that will be used to filter the data for this link.

Add Filter

Select to add filters if you don’t want to use what is already defined.

Public

Displays whether the filter is public. This option is display only.

Public

Select to indicate that this is a public link.

Link Type is Workllist

Worklist Name

Select the Worklist to be displayed when the link is selected.

Link Label

Enter a label for the link, which appears on the My Work pagelet.

Public

Select to indicate that this is a public link.

Import My Work Link Page

Use the Import My Work Link page (FSPC_MYWORK_PROMPT) to import system defined My Work links as a system administrator.

Navigation

select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Pagelets

Click the My Work tab and then click the Define link in the Define Link/Security column. Click the Import Link button.

Image: Import My Work Link page

This example illustrates the fields and controls on the Import My Work Link page.

Use this page to select an Appclass link that is predefined by a source product (object owner ID).

When the user is importing a link, they can narrow their search by entering a part of the link label name, the Object Owner ID, and the record based on field, or all. Or, they don’t have to enter any search criteria.

Link Label

Enter a label for the link, which appears on the My Work pagelet.

Object Owner ID

Select the application owner of the object. For example: Billling, Contracts, General Ledger, and so on.

Record Based On

Select a table that is used for the link.

Click to search the PeopleSoft database for results based on your selection criteria.

(radio button)

Select one radio button to indicate that you want the system to use that record for the My Work link.

Configure Filter Definition Page

Use the Configure Filter Definition page (FSFB_FILTER_FIELDS) to set up filter definitions as a system administrator.

Navigation

select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Filter Definitions

Image: Configure Filter Definition page

This example illustrates the fields and controls on the Configure Filter Definition page.

Use this page to define the filter data that is displayed in the My Work pagelet. Filters are used to specify the data that a user views when accessing a My Work pagelet.

Model Rec (model record)

Select a record name that provides the fields to which you will use to filter data.

Public

Select to indicate that the criteria for the filter can be added or modified by end users

Test

Click to view the Test Filter Criteria window. This window displays how the filter option appears to the end user.

Configure Filter Fields

When you select a value in the Model Rec field, the record fields are displayed in this grid.

Status

Select a status for the field. Options are Active and Inactive.

Active fields are available for editing on the Configure Filter Values page and are available to end users when filtering data.

Field Label ID

Select an option that corresponds the field label.

Prompt Table

Displays the prompt table that controls the valid values that can be entered on the Configure Filter Values page.

For translate and yes or no fields, this value defaults from the prompt table that is defined on the record. You can choose to keep the default value or change it.

For translate tables, this field is not available and can’t be changes.

Required Flag

Select to indicate that this field must have a value on the Configure Filter Values page.

Restrict Operands if Required

Select to indicate that you want to restrict the operands to “=” (equals) and “in”, on the Configure Filter Values page.

Display Order

Enter a value that indicates the order in which the filter fields are displayed on the Configure Filter Values page.

Filter Security

This section displays only when the Public check box is not selected.

Permission Type

Select an option that indicates whether user IDs, role names, and permission lists are used to restrict access to the filter criteria.

User/Role/Permission List

Depending on the option selected in the Permission Type field, select user IDs, role names, or permission lists. Individual users that are associated to the option selected have access to edit the filter criteria.

IN Select Properties Tab

The “IN” Select Properties tab enables you to select search field names and search field descriptions.

Search Field Name

Select a field that determines the name of the field that the system uses to retrieve field values.

Search Field Description

Select the name of the field that the system uses to retrieve the value descriptions.

Configure Filter Values Page

Use the Configure Filter Values page (FSFB_FILTER_VALUES) to set up filter values as a system administrator.

Navigation

select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Filter Values

Image: Configure Filter Values page

This example illustrates the fields and controls on the Configure Filter Values page.

Use this page to select specific values that the system uses when displaying the My Work pagelet. The fields that appear on this page are the fields that have an active status on the Configure Filter Definition page.

Validate Filters Page

Use the Validate Filters page (RUN_FSFB_VALCLN) to validate filters as a system administrator

Navigation

select Enterprise Components, then select WorkCenter/Dashboards, then select Validate Filters

Image: Validate Filters page

This example illustrates the fields and controls on the Validate Filters page.

Use this page to validate specific filters. If the Filter ID field is blank, then the system tests all filters.

Filter ID

Select a filter ID to test. If you leave this field blank, the system tests all filters.

Use Only Required Fields

Select to indicate that only the fields that are defined as required on the Configure Filter Definition page, are validated by the system.

If this check box is not selected, then the system validates all applicable fields.