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Setting Up Pagelets for Reports and Processes as a System Administrator

This section discusses how to determine how reports and processes appear on pagelets as a system administrator.

Page Name

Definition Name

Usage

Configure Pagelets – Reports/Processes Page

FSPC_ADMIN_REPORT

Determine how reports and process links appear on pagelets.

Define Link/Security Page

FSPC_ADM_RPT_SEC

Define links and security.

See the Define Link/Security Page topic.

Use the Configure Pagelets – Reports/Processes page (FSPC_ADMIN_REPORT) to determine how reports and process links appear on pagelets as a system administrator.

Navigation

select Enterprise Components, then select WorkCenter/Dashboards, then select Configure Pagelets

Select the Reports/Processes tab.

Image: Configure Pagelets – Reports/Processes page

This example illustrates the fields and controls on the Configure Pagelets – Reports/Processes page.

Configure Pagelets – Reports/Processes page

Use this page to set up reports and process links for end users. A system administrator can determine whether an end user can personalize their display options, add additional links to reports and processes, as well as define group labels and links.

Field or Control

Definition
Allow User to Personalize the Display Options

Select to indicate that end users who have access to this pagelet can personalize their display options.

If this option is selected, an end user has access to the Personalize page for the pagelet.

If this option is not selected, an end user does not have access to the Personalize page for the pagelet. If an end user tries to access the Personalize page, they receive a message that the user personalization is not enabled for the pagelet.
Allow User to Add Additional Links

Select to indicate that an end user can add groups and links to the pagelet.

Update User Personalization Settings

Field or Control

Definition
Activate Reports/Processes Settings

Click to run the Application Engine process that adds and deletes changes to the user personalization records. This process moves the new configuration to the master record. The last modified and the last run dates and times are displayed so that you know that the process has run after changes have been made.

Link Groups

Field or Control

Definition
Group Label

Enter a label heading for the group of links that appear in the <pagelet> Links grid. Multiple group labels can be added to organize <pagelet> links into logical groups.

This is not a required field, but should be used if more than five links are listed, and the links can be grouped.
Start Group Collapsed

Select to indicate that this particular group of links should display as collapsed when users access this pagelet. The group label displays, and the user must click the group label to expand the group and access the links.

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.
Display Order

Enter an order in which this group of links should display within the <pagelet> section.
Hide Group

Select to indicate that this group label, and associated links, should not display for an end user.

If selected, the end user does not have access to the group label, and associated links, even if they have authorization to personalize their display options.

Link List

Field or Control

Definition
Define Link/Security

Click to access the Define Link/Security window where you can define the type of link as well as additional information related to the link type.

See Setting Up the Links Pagelet as a System Administrator.
Display Order

Enter the order in which you want the links to appear within the group.
Show Link

Select to indicate that the link is displayed on the pagelet.

PeopleSoft delivers some links that a system administrator may choose to hide from end users. If this is the case, then select this check box. This allows system administrators to preserve the link definition, if they decide to display the link at a later time.

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.
Starting Page

If the Allow User to Personalize the Display Options check box is selected, this check box is also displayed on the Personalization page for the end user.