Setting Up and Personalizing PeopleSoft Fluid WorkCenters

Configure Pagelets - WorkCenter/Dashboard Page

FSPC_ADMIN_MAIN

Define configuration IDs for Classic WorkCenters and Dashboards, and Fluid WorkCenters.

Configure Pagelets - My Work Page

FSPC_ADMIN_MYWORK

Set up My Work links for end users.

Personalize Page (Fluid)

EOWC_PERSONAL_FL

Personalize the display options for the group boxes in the WorkCenter.

Maintain Scope Detail Page

EOWC_EDITVIEWLK_FL

Change scope detail options for collapsible sections in the My Work group box.

Configure Scope Values Page

EOWC_EDITVIEWVA_FL

Modify filter values for your link.

Configure Scope Page

EOWC_EDITVIEWBY_FL

Personalize scope for the WorkCenter based on their specific requirements.

Create Scope Page

EOWC_EDITVIEWN_SCF

Create new scopes.

Refine Filter Criteria Page

EOWC_EDITVIEWVA_FL

Select one or more criteria to narrow the search result.

Personalized Output Page

HWC_CONFIG_SCF

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

Scope

Click the Scope drop down to change your scope option.

Only users who have been given permission to access the Scope field have access to this drop down option. Use the Configure Pagelets - My Work Page. Enable the Scope check box to grant access to this field.

(personalize)

Click the Personalize icon to access these options:

• Personalize: Select to access the Personalize Page (Fluid) (EOWC_WORKLINKS_FL) for the application. You can perform these options for all expandable sections:

  • Determine if you want the group expanded or collapsed when you enter the page.

  • Determine if you want the system to show the transaction count for each label.

  • Determine if you want links to open in a new window.

  • Determine if you want the transaction to appear on the right side when you enter the page.

• Maintain Scope Detail: Select to access the Maintain Scope Detail Page.

  Note: This option is only available when the Scope field is enabled for the user and is not available in SFF.

• Configure Scope: Select to access the Configure Scope Page.

  Note: This option is only available when the Scope field is enabled for the user and is not available in SFF.

(filter)

(personalized output)

Select to modify the display settings for the grid on the Personalized Output Page.

(show all columns)

Select to display all grid columns, including the ones that are set not to be displayed in the personalized grid setting. It appears after the Display on Default View option of a column is updated on the Personalized Output Page.

(back to default view)

Select to display the grid based on the personalized grid setting on the Personalized Output Page. It appears after the Show All Columns icon is selected.

(download to excel)

Select to load the grid information to a spreadsheet.

(related actions)

Select an action to apply to the selected rows. Actions are specific to the selected section or exception. Action options for each user can be different based on their privileges.

(sort)

Select to access a modal window that lists all column headings. You can sort the entire grid on a column heading and optionally save that sort option as your default.

Start [tab name] Grouplet Collapsed

Select this check box to have the corresponding group box (name shown on the tab) display as collapsed initially when you access the WorkCenter. By default, this check box is unchecked.

Start Group Collapsed

Select this check box to have the corresponding group (name shown in the Group Label field) of the group box display as collapsed initially when you access the WorkCenter. By default, this check box is unchecked.

Show Count

Select this check box for the links for which you want the system to generate to show count indicators. By default, this check box is selected.

Starting Page

Select this check box for the corresponding link to display as the start page on the right panel.

Has Insight

Displays Yes if the Has Insight field is selected for the corresponding link on the Configure Pagelets - My Work Page, which means that the link is set up to display an embedded insights dashboard.

Displays No if the Has Insight field is cleared on the Configure Pagelets - My Work page.

Show Insight

Select this check box to display the embedded insights dashboard, followed by the data grid, when you select the link in the WorkCenter.

Clear this check box to not display the insights dashboard. Only the data grid is shown when you select the link in the WorkCenter.

Edit Filters

Select to modify filter values for the corresponding link on the Configure Scope Values Page.

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.