Working with System Personalization Options
Before you begin defining and deploying system personalization options, you need to be familiar with the default categories delivered with PeopleSoft software, and the pages used to view and modify them. This section discusses:
General options.
Regional settings.
System and application messages.
Navigation personalizations.
Process pop-up notifications.
Advanced settings.
SQR report settings.
Internally controlled options.
Note: PeopleSoft Mobile applications use the standard personalizations.
PeopleSoft Mobile Agent is a deprecated product. Mobile personalization features exist for backward compatibility only.
To access the system personalization options delivered with PeopleTools and described in this topic:
Select
The Define Personalizations search page appears.
Click the Search button.
The Search Results grid appears.
In the Optional Category column, click the PPTL link.
The personalization options delivered for PeopleTools appear in the Define Personalizations page.
To view and sort personalization options by category, in the Define Personalizations grid click the Option Category column header.
System administrators use the Personalizations page () to control which system personalization options a user can change (personalize).
An end user can personalize a setting if both of the following conditions are met:
An entry for the system personalization option exists in a permission list that is assigned to the user.
Allow User Option is selected for the entry within that permission list, which enables the system personalization option.
If both conditions are not met, the system personalization option does not appear in the user's My Preferences page.
For example, the delivered PTPT1000 permission list, PeopleSoft User, is assigned to most user accounts, and includes personalization settings of general interest. The section Defining User Preferences lists the settings that are available to most end users, and which are part of PTPT1000. If using PTPT1000 is not appropriate for a user, the system administrator can add and enable the necessary system personalization option in other permission lists.
The following table presents the delivered general options. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Value |
|---|---|---|
|
ACCESS (Accessibility Layout) |
Specify accessibility features. This option provides better support for assistive technologies. Select from the following values:
|
Screen reader mode off |
|
ACCESSMENU (Screen Reader in Actions Menu) |
Specify whether to display the Enable Screen Reader Mode link in the Actions menu. See Setting System Defaults for Accessibility Personalizations. |
No |
|
CUSTOMPGSET (Customize Page Settings) |
Indicate that the Customize Page pagebar link should appear at the top of pages at runtime. Users can use this control to define, share, and copy page personalizations. Warning! When this option is disabled, all existing page personalizations for the user are deleted. Grid personalizations aren't affected. Note: You can prevent the Customize Page pagebar link from appearing in a given component, regardless of whether users have access to this option, by clearing the Customize Page Link check box in the Internet properties of the component definition. |
Yes |
|
ENHANCEDCURS (Enhanced Cursor) |
Enables the enhanced focus indicator. |
No |
|
KEYWORDSRCH (Display Keyword Search Help) |
Displays keyword search Help if the component is indexed. |
Yes |
|
MAXMRU (Maximum in Recently Visited) |
Specify the maximum number of entries shown under Recently Visited. You see these entries when you select the Recently Visited option on the NavBar or on the quick access bar on fluid homepages. The maximum number of entries that you can specify is 30. |
10 |
|
METAXP (Time page held in cache) |
Enable browser caching for the navigation pages that remain relatively static. This option specifies the time, in minutes, that portal homepage and navigation pages are held in the cache. You can specify a value between 0 (no caching) and 525600 minutes (one year). |
900 |
|
MLTLNG (Multi Language Entry) |
Enable data entry in multiple languages. On a page where the Data Language drop-down list box is available, users can select a preferred language for data entry on that page. When this option is disabled, the Data Language drop-down list box has no effect. |
No |
|
SCLANG (Spell Check Dictionary) |
Specify the language to use for the spell check dictionary. Users can select from a wide range of supported languages, or use their session language. |
Use session language |
The following table presents the delivered regional settings. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Value |
|---|---|---|
|
ADES (Afternoon designator (PM, pm)) |
(Locale-based) Specify the afternoon designator string to use to indicate PM on a 12 hour display, such as PM or pm. This value has a 5-character limit. |
PM |
|
AUTOGREGCAL (Auto-recognize Gregorian dates) |
Specify whether the system automatically recognizes and converts date values to Gregorian calendar dates. |
Yes |
|
CALENDAR (Calendar) |
(Locale-based) Specify the calendar type to use. Select from these values:
Note: If auto-recognize Gregorian dates is set to Yes and the calendar is set to non-Gregorian, any dates entered in date fields that fall in the range of the Gregorian calendar will be assumed to be Gregorian and will be converted to specified calendar dates. |
Gregorian |
|
DCSP (Decimal Separator) |
(Locale-based) Specify the decimal separator character for values with decimals, such as 1.00 or 1,00. You can enter any single character. |
. (period) |
|
DFRMT (Date Format) |
(Locale-based) Specify the format for displaying the date. Select from the following values:
|
MMDDYY |
|
DTSP (Date Separator) |
(Locale-based) Specify a date separator character used to separate the month, day, and year in a date. For example, if you specify a hyphen (-), the date appears as 01-01-2001. If you specify a slash (/), the date appears as 01/01/2001. You can enter any single character. |
/ (slash) |
|
LTZONE (Local Time Zone) |
Select the local time zone, such as Moscow Time, Greenwich Mean Time, or Japan Standard Time. Note: This setting alters the display of the time for the end user, but does not affect the Base Time Zone setting on the PeopleTools Options page. |
Pacific Time (US), Tijuana |
|
MDES (Morning designator (AM, am)) |
(Locale-based) Specify the morning designator string to use to indicate AM on a 12 hour display, such as AM or am. This value has a 5-character limit. |
AM |
|
TFRMT (Time Format) |
(Locale-based) Specify the time format for display. Select from the following values:
Note: Whether microseconds appear is not a personalization option. |
12 hour clock |
|
TMSP (Time Separator) |
Specify the time separator character to separate hours, minutes, and seconds, such as (:) or (.). You can enter any single character. |
: (colon) |
|
TSEP (Digit Group Separator) |
(Locale-based) Specify the digit group separator character for displaying numerical values over 999 — such as a comma (1,000) or a period (1.000). To specify a space, enter the space between single quotes (' '). You can enter any single character. |
, (comma) |
|
TZONE (Use Local Timezone) |
Indicate that transactions are to use the local time zone of the client machine. If you select No, transactions use the local time zone of the server, where the server may in turn be set to a corporate time zone. |
No |
|
WEEKFIRSTDAY (First day of week) |
(Locale-based) Specify which day begins the week. |
Sunday |
Locale-Based Regional Settings
Some of the regional settings, as noted in the table, are locale-based. Their values can be determined based on the locale setting of the user's browser. Because this is one of three sources that can determine which value applies, it's important to understand which source takes precedence:
In the Define Personalizations component (PSUSEROPTNDEFINE), you can specify default values for locale-based settings, which apply in the absence of any overriding setting.
The user's browser locale setting is used by the PeopleSoft system to invoke the default values of regional settings for that locale, which you can configure on the Locale Defaults page. Each setting for which you configure a value overrides any default value that's specified for that setting in the Define Personalizations component.
If a user specifies a value for a locale-based setting in the My Preferences - General Settings page, that value overrides any value configured for that setting for the user's browser locale on the Locale Defaults page. That value also overrides any default value that's specified for that setting in the Define Personalizations component.
System and applications messages are those that the system displays for the user when certain events occur, such as a save or a request to view another page. The following table presents the options for system messages. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Setting |
|---|---|---|
|
CFRMSIDM (Disable AutoClose Confirmation) |
This flag determines whether a confirmation message automatically closes (dismisses) after a specific period of time. If disabling the auto-closure is set, the user must manually dismiss the message. |
No |
|
SCNFRM (Save Confirmation) |
Display a brief message confirming each save action. |
Yes |
|
SWARN (Save Warning) |
Display a warning when the user makes a change and attempts to leave the transaction without saving. |
Yes |
|
WARNTRANS (Pagelet Transfer Warning) |
Warn users when being transferred from a pagelet to a new page. Applies only in homepages and dashboards in Screen Reader mode. |
No |
The following table presents the delivered navigation personalization options. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Value |
|---|---|---|
|
ACEGRDCOLS (Max Col/View All Analytic Grid) |
Specify the maximum number of columns that are displayed in an analytic grid when the user selects Show All Columns. You can specify up to 100. |
40 |
|
ACEGRDROWS (Max Row/View All-Analytic grid) |
Specify the maximum number of rows that are displayed in an analytic grid when the user selects View All. |
100 |
|
ADBTN (Tab over Add/Del Buttons (+/-)) |
Enable tabbing over the Add (+) and Delete (-) buttons within grids and scrolls. |
No |
|
ANAVSORT (Drop down Menu Sort Order) |
Enable top navigation sort. |
Yes |
|
AUTOMENU (Automatic Menu Collapse) |
Enable the menu to automatically collapse when a transaction is selected. The user can expand the menu either by pressing Ctrl-Y or clicking the Show Menu icon. |
No |
|
BADDRESSBAR (Show browser address location) |
Enable the display of the browser’s address bar. Note: This option takes effect only after a new browser instance is launched. |
Yes |
|
BBUTTONS (Show browser navigation bar) |
Enable the display of the browser’s navigation bar, which usually contains the Back, Forward, Home, and Refresh buttons, among others depending on the browser in use. Note: This option takes effect only after a new browser instance is launched. |
Yes |
|
BGLYPHTAB (Tab over Glyph Icon) |
Enable tabbing over the red glyphs, which indicate a field-level related content contextual menu. |
Yes |
|
BLINKS (Show browser links) |
Enable the display of the browser's personal links toolbar. Note: This option takes effect only after a new browser instance is launched. |
Yes |
|
BMENU (Show browser menu) |
Enable the display of the browser’s menu bar. Note: This option takes effect only after a new browser instance is launched. |
Yes |
|
BMOPOPUP (Mouse over popup event) |
Enable mouse over pop up pages, which appear over the main page when you hover over certain text fields. |
Yes |
|
BNEWWIN (Open new browser window) |
Override the browser setting that causes new windows to appear in browser tabs and instead force all new windows to open in a separate browser window. Note: No status bar appears at the bottom of new windows. |
No |
|
CALBTN (Tab over Calendar Button) |
Enable tabbing over the calendar controls, which appear as buttons on the page. |
No |
|
EXPERT (Default Expert Entry On) |
Enable expert entry. |
Yes |
|
GRDRWS (Max rows for View All) |
Specify the maximum number of rows that are displayed in a grid or scroll area when the user selects View All. |
100 |
|
GRDTAB (Tab over Grid Tabs) |
Enable tabbing over the tabs or headings within grids. |
No |
|
HPPC (PC Homepage) |
Sets the default homepage type for all users accessing the system from laptop or desktop computers. The valid options are:
|
Fluid |
|
HPTABLET (Tablet Homepage) |
Sets the default homepage type for all users accessing the system from a tablet. The valid options are:
Note: Homepages always appear in Fluid for smartphones and other small form factor devices. |
Fluid |
|
LKPBTN (Tab over Lookup Button) |
Enable tabbing over the lookup buttons to the right of edit boxes that have an associated list of valid values. |
No |
|
NBAR (Tab over Navigation Bar) |
Enable tabbing over navigation bars, which appear at the top of grids and scroll areas to control the appearance of rows and columns. |
No |
|
NONPS (Tab over Browser Elements) |
Restrict tabbing to include only the PeopleSoft elements of the page, and tab over non-PeopleSoft elements. |
No |
|
PGLNK (Tab over Page Links) |
Enable tabbing over links to other pages in the same component. |
No |
|
POPUP (Tab over Related Page Links) |
Enable tabbing over the pop-up menu icon that opens a page of associated menu items. |
No |
|
TBAR (Tab over Toolbar) |
Enable tabbing over the toolbar at the bottom of a page. Toolbar items include buttons that control standard operations on the page, such as Save and Return to Search. |
No |
|
TYPEAHD (Autocomplete) |
Enable autocomplete on prompt edit boxes. The system performs a prompt lookup as you type, suggesting appropriate values. |
Yes |
The following table presents the delivered notifications setting options. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Value |
|---|---|---|
|
TEXT (Phone number for texts) |
Enter a phone number to receive text messages. Enter your phone number in international phone number format (known as E.164), which is a number of up to fifteen digits in length starting with a plus sign (+). Do not include any other non-numeric characters such as spaces, dashes, periods, or parenthesis. |
+14155551234 |
The following table presents the delivered process pop-up notification setting options. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Value |
|---|---|---|
|
0POPUPWIN (Enable Popup Notification) |
Enables pop-up notification. |
No |
|
1AUTO (Auto Dismiss) |
The value determines the duration that the pop-up window is shown. |
10 (secs) |
|
2POPUPWIN (Queued State) |
If this flag is enabled, the user will receive pop-up notification when the process is in Queued state. |
No |
|
3POPUPWIN (Processing State) |
If this flag is enabled, the user will receive pop-up notification when the process is in Processing state. |
No |
|
4POPUPWIN (Success State) |
If this flag is enabled, the user will receive pop-up notification when the process is in Success state. |
No |
|
5POPUPWIN (No Success State) |
If this flag is enabled, the user will receive pop-up notification when the process is in No Success state. |
No |
|
6POPUPWIN (Posted State) |
If this flag is enabled, the user will receive pop-up notification when the process is in Posted state. |
No |
The following table presents the delivered SQR report setting options. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Value |
|---|---|---|
|
PSIZE (Paper Size for SQR reports) |
215 |
Letter |
|
SQR_PRZ (Personalise SQR Reports) |
214 |
No |
The following table presents the delivered advanced setting options. Users see the options allowed by permission lists.
|
Option Code |
Description |
Default Value |
|---|---|---|
|
METAXP (Time page held in cache) |
Meta tag value (in minutes) that is used to determine how long a page is stored in the browser cache. This value is set once for the entire system. The maximum value is 525600 (1 year). The minimum value is 0 (no caching) |
900 (minutes) |
|
TILETIMER (Grouplet Live Update) |
Grouplets may be configured to automatically update at an interval you define in on the Fluid Attributes page. You can disable this automatic update. |
Yes |
Internally controlled personalization options are different from the other personalization option categories. Although they're defined in the Define Personalizations component (PSUSEROPTNDEFINE), they never appear in My Preferences - General Settings, even if you assign them to a permission list.
Instead of accessing these options in My Preferences - General Settings, users access and configure them at other locations; the location depends on the individual option. These options are always enabled and can't be disabled, but you can specify their default settings in the Define Personalizations component.
Query Preferences
You specify the default values of the Query preference options in the Define Personalizations component, and individual users can modify those values in Query preferences. The following personalization options are used by PeopleSoft Query:
Term |
Definition |
|---|---|
AUTOJOIN (Enable Auto Join) |
This option appears as the Enable Auto Join check box on the Query Preferences page. It's selected by default. |
NAMESTYLE (Display of query names) |
This option appears as the Name Style setting on the Query Preferences page. Its default value is Name and Description. |
DICTIONARY (Display of records) |
This option is not used in the current release. |
|
SORTBY (Ways to sort) |
This option is not used in the current release. |
PS Internet Architecture
The following personalizations are used by PeopleTools Internet Architecture:
Term |
Definition |
|---|---|
|
ENABLEQAB (Enable Quick Access Bar(QAB)) |
This personalization setting enables a system administrator to control whether the Quick Access Bar (QAB) is displayed on all pages (fluid or classic). The default is Yes. Note: This option is not available to end users. When ENABLEQAB is set to No, the QAB is globally disabled, and HPQABPNL is ignored. QAB is never displayed when ENABLEQAB is set to No. |
|
HPNOTIFYPNL |
This personalization setting appears as Show Notifications Panel only in Personalize Homepage to enable end users to control the display of the notification panel. The system default is Yes, that is, display the notification panel on the homepage. |
|
HPQABPNL (QAB as Panel on Homepage) |
This personalization setting enables a system administrator to control the presentation of the Quick Access Bar (QAB) on homepages.The default is No, meaning that the QAB is displayed on the banner at the top of the page. If the system administrator sets it to Yes, the QAB is displayed as a panel either on the side or bottom of the homepage (depending on the browser size). The small form factor always displays the QAB as a panel on the bottom or side of the homepage (depending on the device size and orientation). System administrators set the value in the Define Personalizations component. Note: This option is not available to end users. |
NAVMENUSORT |
This personalization setting appears as Menu Order on Personalize NavBar and enables end users to change the menu sort order. Options for menu sort order:
Note: The default menu sort order is alphabetical. |
Portal Preference
The following personalization option is used by PeopleTools portal technologies:
Term |
Definition |
|---|---|
PAGEHDRCACHE (Time header held in cache) |
Note: This option is not available to end users. The default value that you set for it in the Define Personalizations component is the only value used, and it applies globally to all users. Use PAGEHDRCACHE to configure caching for the PeopleSoft portal navigation header. This option specifies the time, in minutes, that portal headers are held in the cache. The delivered initial value of this option is 480 minutes. |
Tree Manager Preference
The following personalization option is used by PeopleSoft Tree Manager:
Term |
Definition |
|---|---|
TMLINES (Display Lines Per Page) |
This option appears as the Display Lines Per Page setting on the Configure User Options page of PeopleSoft Tree Manager. Its default value is 60 lines. |