Using Fluid Activity Guides

Fluid Activity Guide Icons and Controls

This table describes the icons and controls for fluid activity guides:

Term	Definition
or Next	Click this button to navigate to the next step.
or Previous	Click this button to navigate to the previous step.
Activity Guide Navigation Area	When viewing on small form factor device, the task list will be hidden. Click the left panel tab button to display the tasks or steps in the activity guide.

Examples of Horizontal Guided Sequential Activity Guides

In a horizontal sequential guided activity guide, the steps are presented across the top of the page. When the activity guide is displayed on a phone or tablet, the task progress bar will show the current progress and the step number.

The Payment Request activity guide is an example of a horizontal guided sequential activity guide. Each task must be completed in order. Click the Next button to move to the next task.

The final step or task in a horizontal guided sequential activity guide may include a Submit button if one has been configured for the guided process.

This example shows the last task for a Payment Request, when all of required information has been entered, the navigation bar contains a Submit button that has been configured for this guided process.

This example illustrates a horizontal guided sequential activity guide that contains a supplementary decision support information displayed in the Related Information panel.

Note:

If the activity guide has related content, use the Supplementary Panel button to expand the right panel when the activity guide is displayed on a phone.

Promote Employee activity guide with related information

Examples of Vertical Guided Sequential Activity Guides

In a vertical guided sequential activity guide the numbered steps are presented vertically in the left panel. The current step is highlighted and the step status is displayed for each step. When the page is displayed on a phone or tablet, the left panel is collapsed and the progress bar is displayed at the top of the page along with the step number.

This example illustrates a vertical guided sequential activity guide. In this example, the tasks are displayed vertically on the left-hand side of the page. When you complete the task and click Next, the next task will be displayed.

This example illustrates a vertical guided sequential activity guide as it is displayed on a smart phone. On the left, the left panel is collapsed and the task list is not visible. On the right, the left panel is expanded, and the tasks are visible. The progress bar visually indicates completion progress along with the step number.

Example of a Vertical Guided Non-Sequential Activity Guide

In a vertical guided non-sequential activity guide the steps are presented vertically in the left panel. The current step is shaded in green and the step status is displayed for each step. When the page is displayed on a phone or tablet, the left panel is collapsed.

The following icons and controls are used with the vertical guided non sequential activity guides:

Term	Definition
Not Started	Indicates the task has not been started.
Visited	Indicates you have visited the task, but not completed it.
In Progress	Indicates that a required task is not yet complete. In addition, it designates a summary task that has required detail tasks that are not yet complete.
Complete	Indicates you have completed the task.
Required	A red asterisk displays to the left of each required step. If a step is not required, the status can be changed from Not Started to Visited.
Expand	Click to expand a summary (parent) task, and view its substeps.
Collapse	Click to collapse a summary (parent) task, and hide its substeps.
Locked	Steps that have a dependency will be grayed out and the status will indicate Locked (View Dependency). Click or tap on the step and a modal will open to show the dependencies.
Pending Approval	Indicates the task or step is waiting for approval through the approval framework.

This example illustrates a vertical guided non-sequential activity guide. Required tasks, such as Birth Date, are indicated by an asterisk. Dependent tasks, such as Benefit Summary, are grayed indicating that they cannot be started until one or more tasks have been completed; click the task to view the dependencies..

Example of a Non-Optimized Activity Guide

Non-optimized activity guides list the steps or tasks in a drop-down selector from the middle of the banner versus in the left panel.

This example illustrates how a non-optimized activity guide is displayed. This example uses a navigation collection instead of an actual activity guide.

Example of a non-optimized activity guide

Examples of Pages Associated with Custom Actions

Fluid activity guides can be configured with custom actions such as grant, notify, and overview among others.

When configured, these custom actions are displayed under the Actions drop-down menu in the activity guide subbanner.

Note:

The labels for the custom actions are also configurable.

The grant action enables you to grant access to an activity guide step to other users or roles who are also assigned as contributors on this activity guide.

The notify action allows you to send an ad hoc notification to specified users, roles, or email addresses. Depending on how activity guide notifications have been configured on your PeopleSoft system, the notification may be delivered as an in-app alert in the recipient’s Notifications panel or via different delivery option. You can select the notification priority as well as specify whether a URL link to the activity guide is included in the notification.

Note:

If the recipient is not a contributor on this activity guide, then the link URL is not provided to that recipient.

Use the overview custom action to display an overview of the activity guide steps and their statuses.

Note:

Depending on the configuration of the overview custom action, certain steps can be hidden and not displayed for certain users.