Common Elements Used with PeopleSoft Fluid User Interface

A standard banner appears at the top of every fluid page. The banner includes the page title and these standard buttons:

Term Definition

Recently Visited button

Use the Recently Visited button to display your recently visited items in the quick access bar.

Favorites button

Use the Favorites button to display your favorite items in the quick access bar.

Accessibility button

Use the Accessibility button to enable screen reader mode, display a list of keyboard shortcuts, and access information on how to enable and use the accessibility layout features within the application.

Search Category selector

Use the Search Category selector of the Global Search bar to select the global search category for your keyword search. Values include:

  • Menu

    Select to search menu items available to you. Menu items are those that are available to you from the Navigator menu. It is not recommended that you search for folder labels, such as “search framework.” Instead search for content reference names or descriptions. For example, enter “Deploy Search Objects”, which is a CREF label, or "definition based on worklist", which is a CREF description.

  • Insights

    Select to search for Insights dashboard and visualizations.

    You can enter all or part of a dashboard name or description.

    You can also enter keywords to search for a visualization name that is in a dashboard; the dashboard it is in is displayed.

  • HCM application categories delivered for Global Search.

    For a list of application transactions that are available for Global Search, see Using Global Search Definitions for HCM.

The search categories that are available to you are based on your permissions.

<Keyword input field>

Click in the keyword input field of the Global Search bar to automatically display search suggestions and to enter search terms. As you type, search suggestions are updated to reflect the search term or terms you’ve entered.

Note: When displayed on fluid dashboards and pages, the Global Search bar is muted and is activated when selected.

Search button

Use the Search button of the Global Search bar to perform the search and review the complete result set on the Search Results page. There, you can filter results, apply advanced search criteria, perform related actions, and so on.

Home button

Use the Home button to return to your default homepage, which is the homepage that you arrive at directly upon signon.

Notifications button

Use the Notifications button to open the Notifications panel displaying any pending actions and alerts.

Actions button

Use the Actions button to display the Actions menu.

More Actions button

Use the More Actions button to display the a list of menu items specific to the dashboard you are viewing.

Note: On small form factor devices, the More Actions menu does not appear and the items are integrated in the Actions menu, similar to PeopleTools 8.59.

NavBar button

Use the NavBar button to display the NavBar (sometimes referred to as the navigation bar).

NavBar provides handy navigation options such as Recently Visited, Favorites, Menu (which expands to show the classic menu hierarchy), and Classic Home. Users can also add and remove fluid tiles from the NavBar using personalization options.

For more information about using Global Search, see PeopleTools: Search Technology, "Working with PeopleSoft Search," Working with Global Search.

For more information about the controls available on the Fluid banner, see PeopleTools: Applications User's Guide, "Working With the PeopleSoft Fluid User Interface," Working with Fluid Pages and Controls.