Viewing and Modifying Link Definitions

Enter a name for this link.

Enter a short name for this link definition. The text you enter in this field appears on the Link Group page in the drop-down list box for the Link Category field.

The text you enter in this field appears on the self-service application page.

Enter a long description. Use this field to describe a particular link definition in more detail.

Select either Active or Inactive.

The system includes only the active link definitions in the Link Category drop-down list box on the Case page.

Select this check box if you want the link to become the default for the category when it appears on the Case page.

Select this check box if you want the agent to close a case by performing an action.

Closing a case by performing an action is a manual process. If the agent performs an action that resolves the case, then the agent must change the case status to Closed and save the Case page.

Select this check box if you want a new browser session to appear when the agent selects the action and clicks the Go button on the Case page.

Select this check box to have this action available on the Manage Case page in your self-service applications.

Select this check box to make the setID column visible in the Search Keys grid on the Link Definition page. This setting forces you to enter a setID value in the field.

At runtime, the system compares the setID derived from the case business unit with the setID of the link definition. If the setIDs don't match, then the system does not display the link definition in the Related Actions drop-down list box.

This setting is done to avoid displaying a message to the user that the selected actions cannot be performed because the setIDs don't match.

Displays the usage count. The value in this field increments each time the system adds the link to the Related Action Summary sections with the Case component. To find out which links are used most often, you can write reports using this field.

Select this option to create a portal content reference.

Select the object name that you want to associate with the link.

The actual content reference.

Select the page mode that appears when the page is accessed. Values are Add, Correction, Update/Display or Update/Display All.

Select this option if the PeopleCode method needs to be invoked when the action is performed.

Specify the name of the application class.

Specify the class path of the application package.

Specify the method name.

This field identifies the search keys that the system uses to access the linked component. Search keys can be mentioned by associating terms that are used in AAF policies. These terms are resolved when an action is performed from the Case page.

For example, EMPLID (employee ID) is the search key used for most PeopleSoft HCM transactions and is associated as Term to the link definition. Term can also be configurable. Users can click the Lookup button to provide the value for the configurable term. For example, see the Defect Workflow Link Definition in the Related Actions Link category.

This value is not editable if the selected term is not configurable. If the selected term is configurable, then this field appears as a link.

See Understanding AAF.

Select the transaction ID of the page to which you want the system to navigate.

Select the object name that you want to associate with the link.

Select this option to invoke PeopleCode to capture the status of the action.

Enter the name of the application class.

Enter the class path of the application package.

Enter the method name.

Select this option if the static status value needs to appear for an action.

Select the static status value that will appear for this link definition.

Enter a description of the link group that you want to create.

Select a link category that contains the desired link definition that you want in this link group. Only active link categories are available for selection.

Select a version. A category can have multiple versions, each associated with a different target system (for example, PeopleSoft HCM 8.9, PeopleSoft HCM 8.8, and so on).

Select a link name. Only those link definitions that are defined within the selected link category appear in the drop-down list box.

If the link group was delivered by the PeopleSoft system, the system displays a button that you can click to revise the link associated with the button. The system displays the message: This object was delivered by PeopleSoft but updated by the customer. It also enters the date it was modified. You can then click the Links tab and make changes to the link category.

Displays a message indicating who modified or is maintaining the link group.

Displays the date the link group was modified.

Displays the name of the person who modified the link group.