Understanding Assignment of Related Content and Related Actions

The Related Content Framework is designed so that subject matter experts or business analysts with an understanding of PeopleSoft applications and your business processes can assign related content services to components with little or no assistance from the developer after the service is defined. Almost every aspect of assigning and configuring related content services is done in the browser; no access to developer tools, such as PeopleSoft Application Designer, is necessary.

The Manage Related Content Configuration page is the starting point for creating and assigning related content services. The first time you access this page, you will see that no application pages have been assigned related content. After you assign related content services to application pages, a grid appears listing the related content assignments.

When you design and configure related information correctly, the application user is presented with seamless access to related information, which can increase productivity and improve job performance.

Process Flow for Assigning Related Content and Related Actions

Related content assignment follows this basic process flow:

To assign related content or related actions to an application page or to assign related actions to a pivot grid, you will:

  1. Select the application page (content reference) or pivot grid.

  2. Determine whether the related content service is to be assigned as related content or as a related action. For pivot grids, related content can be assigned as related actions only.

    See Related Content Versus Related Actions.

  3. Determine whether the related content service is to be assigned at the component or page field level.

    See Component Level Versus Page Level Assignment.

  4. Select the specific service, content reference, or pagelet to use as the related content service.

    See Assigning Related Content to Classic Components and Pages, Assigning Related Content to Fluid Components and Pages, or Assigning Related Actions to Classic Pages, Fluid Pages, and Pivot Grids.

  5. Configure the related content service.

    See Configuring Service Parameters, Filters, and Security.

  6. Configure the menu and layout of the related content service.

    See Configuring Related Content Menus and Copying Menu Layouts.