Setting Up and Personalizing PeopleSoft Fluid WorkCenters

This section discusses the user level personalization options available in PeopleSoft Fluid WorkCenters.

Page Name

Definition Name

Usage

Personalize Page (Fluid)

EOWC_PERSONAL_FL

Used to personalize the display options for the group boxes in the WorkCenter.

Refine Filter Criteria Page

EOWC_EDITVIEWVA_FL

Used to select one or more criteria to narrow the search result.

Personalized Output Page

HWC_CONFIG_SCF

Used to modify the position of columns and to select the columns to be displayed as default for each work item.

Configure Scope Page

EOWC_EDITVIEWBY_FL

Used to personalize scope for the WorkCenter based on their specific requirements.

Create Scope Modal

EOWC_EDITVIEWN_SCF

Used to create a new scope.

Use the Personalize page (EOWC_PERSONAL_FL) to personalize your display options for the group boxes in fluid WorkCenter.

Image: Personalize Page

This example illustrates the Personalize Page for Global Payroll WorkCenter.

Personalize Page

The configured group boxes are displayed as tabs. As a user you can personalize each group box based on your requirement.

Field or Control

Definition

Start Group Collapsed

Select this check box if you want to view the Group Boxes as collapsed when you access the WorkCenter. By default, this check box is unchecked.

Show Count

Select the Show Count check box for the links for which you want the system to generate and show count indicators. By default, these check boxes are selected.

Starting Page

Select the Starting Page check box for the link that you want to display as the start page in the right panel.

For more information on adding links to group boxes, see Configuring Pagelets

Use the Refine Filter Criteria page (EOWC_EDITVIEWVA_FL) to select one or more criteria to narrow the search result. The Filter icon appears green when filters have been applied to your search.

Image: Refine Filter Criteria

This example illustrates the Refine Filter Criteria for Global Payroll WorkCenter.

Refine Filter Criteria

Note: Filters are not applicable for the left panel. The count displayed in the left panel remains the same irrespective of the filter applied.

Use the Personalized Output page (HWC_CONFIG_SCF) to modify the position of columns and to select the columns to be displayed as default for each work item. This feature provides user the flexibility to personalize the columns and order of columns in right panel.

Image: Personalized Output Page

This example illustrates the Personalized Output Page for Global Payroll WorkCenter.

Personalized Output page

Use the Configure Scope page (EOWC_EDITVIEWBY_FL) to define personalized scope for the WorkCenter based on the specific requirements.

Image: Configure Scope Page

This example illustrates the Configure Scope page for Global Payroll WorkCenter.

Configure Scope Page

This page lists the available scopes for the WorkCenter. You can view details of the existing scopes, delete and create new scopes. Use the Detail icon to view Common Exceptions and Audit Exceptions.

To create a new scope, click the Create Scope button.

Use the Create Scope Modal (EOWC_EDITVIEWN_SCF) to create new scope.

Image: Create Scope Modal

This example illustrates the Create Scope modal for Global Payroll WorkCenter.

Create Scope modal

Field or Control

Definition

Scope Label

Enter a name for the new scope.

Copy From

You can copy the properties of an existing scope by selecting the required scope from the list.