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Configuring the 360-Degree View

To configure the 360–Degree View, use the Set Up Profile (RB_TD_PROF_SET) and Configure Role (RB_TD_ROLE_TREE) components.

This topic discusses how to configure the 360–Degree View.

Page Name

Definition Name

Usage

Set Up Profile Page

RB_TD_PROF_SETUP

Define a profile that appears on the 360-Degree View.

Configure Role Page

RB_TD_ROLE_TREE

Configure tree information for a role.

Transaction Sub-Interactions Page

RB_TD_SUB_TRANS

Define the transactions for which to capture subinteractions.

Node Sub-Interactions Page

RB_TD_SUB_NODE

Define the nodes for which to capture subinteractions.

Dynamic Grid Page

RB_TD_DYNGRD_PG

Define the grid on which transaction information appears.

Action Category Page

RB_TD_ACT_CAT

Define categories in which to group actions to display on the Action drop down.

Related Actions Page

RB_TD_DYNGRD_ACT

Relate actions to dynamic grids.

Use the Set Up Profile page (RB_TD_PROF_SETUP) to define a profile that appears on the 360-Degree View.

Navigation

select Set Up CRM, then select Common Definitions, then select 360-Degree View, then select Set Up Profile, then select Set Up Profile

Image: Set Up Profile page (1 of 2)

This example illustrates the fields and controls on the Set Up Profile page (1 of 2).

Set Up Profile page (1 of 2)

Image: Set Up Profile page (2 of 2)

This example illustrates the fields and controls on the Set Up Profile page (2 of 2).

Set Up Profile page (2 of 2)

Field or Control

Definition
Column Layout

Select the column layout for profile display.
Profile Type

Select Customer Profile, Financial Profile, or Other. This field controls the information that is available for inclusion in profile data.

Application Class Path

Field or Control

Definition
Package Tree Viewer

Click to search for and view all of the application packages that PeopleSoft CRM provides.

See Application Packages Lookup Page.

Description

Field or Control

Definition
Market

Specify the market with which to associate this profile. A component is uniquely identified by its name and its market association.

Default

Select to set this profile as the default profile for this market.

Profile Fields to Display

Use the Add icon (+) to define multiple fields for the profile section.

Field or Control

Definition
Record and Field Name

Enter the record and field name that you want to appear in the 360-Degree View Profile group box.
Editable

Select the Editable check box to allow an agent to update the field's value.

Note: In this release, you can apply the Editable feature only to these fields: FIRST_NAME, LAST_NAME, EMAIL_ADDR, ADDRESS_PHONE, and EXTENSION. Also, profile fields for PeopleSoft HelpDesk for Human Resources are not editable because the profile information resides in the HR database.
Label ID

Enter the label ID for this field in the Profile group box.
Label Type

Select whether you want the Long Name or Short Nameto appear for this field in the Profile group box.
Method Name

Enter the name of the method that fetches the data from the record that you have specified. This method comes from the application class defined Application class path section.
Display Row

Enter a number to indicate the fields horizontal placement in the Profile group box relative to the other fields. Be sure that you take into account the number of Display columns when you plan the layout of the fields in the Profile group box.
Display Column

Select First Column (left side) or Second Column (right side) to indicate the field's vertical placement.

Note: If you want to move the Address field from the default first column to the second column, additional code change is required.

First Button Details and Second Button Details

Use the fields in these sections to define the buttons in the 360-Degree View Profile group box. You can use these two to add any drill down actions like transferring to a transaction or opening a 360-Degree View page for the parent business object.

You can specify one, two, or no buttons. If there are any editable fields in the profile, the system automatically displays the Apply Changes button.

Field or Control

Definition
Class ID, Class Path, and Method Name

Enter information to locate and identify the method that is executed when a user clicks the first or second button in the 360-Degree View row.
Image Name

Select a button image from the lookup list.
Display Image

Select to enable the button's display.
Image Tool Tip

Select an appropriate label for the popup tool tip.

Use the Configure Role page (RB_TD_ROLE_TREE) to configure tree information for a role.

Navigation

select Set Up CRM, then select Common Definitions, then select 360-Degree View, then select Configure Role, then select Configure Role

Image: Configure Role page

This example illustrates the fields and controls on the Configure Role page.

Configure Role page

Field or Control

Definition
Role Name

Select a PeopleTools role.
Transaction Name

Select the transaction group that you want to associate with this PeopleTools role.

See Transaction Group Page.
Tree Name

Enter the tree that you want to associate with this PeopleTools role.

See Set Up Tree Page.
Profile

Enter the profile that you want to associate with this PeopleTools role.

These profiles are available as system data:

  • CORE (Core Profile).

  • EBSHR (HR Help Desk Profile for E-Business HCM).

  • HE (Higher Education Profile).

  • HRHD (HR Help Desk Profile).

  • WRKER (Worker profiles).

See Set Up Profile Page.
Sequence Number

Enter a number that the system uses to determine which role information appears by default on the 360-Degree View when the user has more than one role in the system.

For example, if a user has the PeopleSoft User role with sequence number 20 and the Support Manager role with sequence number 10, then the information that is related to the Support Manager role is used to initially populate the 360-Degree View because it has the lowest sequence number.

The user can change the role that appears.

See Configure Role Page.
View Type

Select the type of view for this role. Values are:

  • Constituent

  • Customer

  • HR HelpDesk Worker

  • Worker

If the View Type is Constituent or HR HelpDesk Worker, the 360-Degree View Section grid is displayed listing all the possible extra sections that can appear on the 360-Degree View page: select the corresponding Enabled check box for each section that should be displayed for that role.

The system uses the view type to determine the role and related information that appears in the 360-Degree View. If the view type has any of the above values, the system selects only the role with the specified view type having the lowest sequence number.

For example, a user has the PeopleSoft User (sequence number 10, view type of Customer), HR HelpDesk Agent (sequence number 20, view type of HR HelpDesk Worker), Support Admin (support administration; sequence number 25, view type of Customer), and IT HelpDesk Agent (sequence number 30, view type of Worker) roles. When launching the 360-Degree View from Case, if the view type is Worker, then the system selects the IT HelpDesk Agent role and shows the HelpDesk tree with HelpDesk Profile information. If the view type is Customer, the system selects the PeopleSoft User role because it has a sequence number less than that of the Support Admin role.

Note: When integrating with PeopleSoft or E-Business HCM, the information on the Configure Role page determines in part the data that needs to be brought over from the corresponding Human Resource system. Unlike the integration to PeopleSoft HCM, no entity level security is imposed by Oracle E-Business. In E-Business, security is imposed by the virtue of the functions to which the user has access.

Use the Transaction Sub-Interactions page (RB_TD_SUB_TRANS) to define the transactions for which to capture subinteractions.

Navigation

select Set Up CRM, then select Common Definitions, then select 360-Degree View, then select Configure Role, then select Transaction Sub-Interactions

Image: Transaction Sub-Interactions page

This example illustrates the fields and controls on the Transaction Sub-Interactions page.

Transaction Sub-Interactions page

When you access this page, all transactions that are associated with the transaction group appear.

Field or Control

Definition
Capture Sub-Interaction

Select to enable the corresponding transaction to capture subinteractions for this role.

Note: Not all transactions were designed to be able to capture sub-interactions. The Capture Sub-Interaction check box is disabled for any transaction for which it does not apply.

Use the Node Sub-Interactions page (RB_TD_SUB_NODE) to define the nodes for which to capture subinteractions.

Navigation

select Set Up CRM, then select Common Definitions, then select 360-Degree View, then select Configure Role, then select Node Sub-Interactions

Image: Node Sub-Interactions page

This example illustrates the fields and controls on the Node Sub-Interactions page.

Node Sub-Interactions page

When you access this page, all tree node descriptions that are associated with the tree appear.

Field or Control

Definition
Capture Sub-Interaction

Select to enable the corresponding tree node to capture subinteractions.

Note: Not all nodes were designed to be able to capture sub-interactions. The Capture Sub-Interaction check box is disabled for any transaction for which it does not apply.

Use the Dynamic Grid page (RB_TD_DYNGRD_PG) to define the grid on which transaction information appears.

Navigation

select Set Up CRM, then select Common Definitions, then select 360-Degree View, then select Define Dynamic Grid, then select Dynamic Grid

Image: Dynamic Grid page (1 of 2)

This example illustrates the fields and controls on the Dynamic Grid page (1 of 2).

Dynamic Grid page (1 of 2)

Image: Dynamic Grid page (2 of 2)

This example illustrates the fields and controls on the Dynamic Grid page (2 of 2).

Dynamic Grid page (2 of 2)

Retrieval Type

Specify either the database view or the application class that is the source of the data that populates the dynamic grid.

Field or Control

Definition
View and View Name

Select to indicate that the data source is a database view. Enter the name of the database view that holds data that is returned by the database view.
Application Class

Select to indicate that an application class runs to provide the data that appears on the dynamic grid.
Record Name

Enter the name of the record that holds data that is returned by the application class method.
Class, Class Path, and Method Name

Enter the application class information for this application class. The method that your assign here is used to create the request message and populate the node with the requested information.
Package Tree Viewer

Click to locate an application class.

Grid Information

Enter data that names the grid and describes its appearance.

Field or Control

Definition
Visible Columns

Enter a number to specify how many of the fields defined in the Grid Field section will initially display in the dynamic grid. The first n fields (in order based on Sequence Number) from the Grid Field definitions will be displayed based on the number that is provided in the Visible Columns field.

360-Degree View users will be able to view the entire set of fields for the dynamic grid, if desired, by clicking the Show All Columns link.

Grid Keys

Field or Control

Definition
Field Name

Enter the name of the field that the system uses as a key when transferring to another component.
Sequence number

Enter the sequence of the key.

Grid Field

Enter information that describes each field that appears in the grid. Add fields using the Add a new row (+) button.

Field or Control

Definition
Field Name

Select the name of the field whose values you want to appear in the grid. Available fields are based on the view name or the record name selected in retrieval type section.
Display Type

Select one of the following to indicate how the Field Name value will be displayed on the grid:

  • Hyperlink

    Select to enable the user to initiate the transfer by clicking on the field value text.

  • Long Translate

    This option is for the display of a string that contains the Long translate (XLAT) value of the field, provided the field is based on a translate table.

  • Others

    Select this option to display the value as read-only.

  • PushButton

    Select to make the field appear as a button that initiates the transfer.

  • Related Display

    This option is for the display of a custom element.

  • Short Translate

    This option is for the display of a string that contains the Short translate (XLAT) value of the field, provided the field is based on a translate table.
Label ID

If you want the field to be displayed by its label, select Field Label ID.
Label Type

If you selected Field Label ID, indicate if you want to display the Long Name or Short Name for the field label.
Sequence number

Enter the a number 1 or greater number to indicate the position of the text field in relation to the other text fields you define.
Description

The system displays the text description specified for the Label ID field. It is not editable here.

Use the Related Actions page (RB_TD_DYNGRD_ACT) to relate actions to dynamic grids.

Navigation

select Set Up CRM, then select Common Definitions, then select 360-Degree View, then select Define Action Category, then select Related Actions

Image: Related Actions page

This example illustrates the fields and controls on the Related Actions page.

Related Actions page

Field or Control

Definition
Order

Enter the number 1 or a greater number to indicate the order in which you want the action to appear in the Actions drop-down list at the top right corner of the dynamic grid page.
Context Required

Select if you want the system to require the user to select a row from the grid when selecting this action. The context itself is specified in the action category to which the action belongs.

When the user clicks the Go button for the Action drop-down list box, the default values defined in the actions are made available in a global record along with the selected rows in the grid. The system then triggers the method associated with the action category.

See Action Category Page.
Disable for Inactive BO

Select to prevent the action from being performed on business objects that are inactive.
Default

Select to display the action in the drop-down list.

Status

Select Active or Inactive. The default is Active. Only Active actions appear in the Action drop-down list box.