Additional Person Info Multi-row Records Displayed in Table Format

The display of the Redwood Additional Person Info page has been enhanced for multi-row defined person extensible flexfields to be displayed in a table format instead of a list format. Single-row defined person extensible flexfields will continue to be displayed in a list format. 

With the table format, you will be able to use the following features:

Sorting

  • Sorting records in the ascending and descending order by column.
  • Applies separately for current and prior tables.

Column Selector

  • Select the columns to be displayed in the table.
  • Applies separately for current and prior tables.

Column resizing 

  • Expand or reduce the column width.

Horizontal scrolling

  • Scroll control is provided at the bottom of each table.
  • For multi-row person extensible flexfields with many segments, the table needs to be scrolled to the right to make other segments visible.

Export table

  • Export the table including column headings and corresponding data.
  • Applies separately for current and prior tables.
  • Exports the contents of the entire table.
  • You can filter the data using the search component and then export the table to get only the filtered data.

Search filtering

  • Search and filter the table results across all segments. 
  • It's common for both current and prior tables. It searches across the current or future and prior data.
  • Rows are selected if a case-insensitive match is detected in any column.
  • Effective start date isn't searchable.

To create a new record:

  • The Add button is provided just above the table.
  • When you click Add, a panel drawer will be opened.
  • While the panel drawer is active, there will be a blank row displayed in the table denoting the new row being added.
  • Submit and Cancel options are present at the bottom end of the panel drawer. 
  • On Submit, the data will be saved and the panel drawer will be closed.

To update or correct a record:

  • An Actions column is present as the last column in the table.
  • It's a menu with multiple options.
  • On clicking, it displays the secondary actions, which are Edit and Delete.
  • On clicking Edit, the panel drawer is opened.

To delete a multi-row context split:

  • An Actions column is present as the last column in the table.
  • It's a menu with multiple options.
  • On clicking, it displays secondary actions, which are Edit and Delete.
  • On clicking Delete, the split will be deleted. 

How is the approval workflow managed within the table view?

  • An Approval column is added as the second column in the table.
  • The column will be visible only when approvals are enabled.
  • A pending badge will be displayed in the column corresponding to the row which is currently pending for approval.
  • On clicking of the Badge, a panel drawer will open, which displays the status of approval.
  • The panel drawer will also display the link to the BIP Report of the pending transaction.
  • In the panel drawer, you will see the Cancel button to navigate back to the table view.
  • Submit button will be disabled.

How is a new record handled with approvals enabled?

  • The Add button is provided just above the table.
  • When you click Add, a panel drawer will be opened.
  • While the panel drawer is active, there will be a blank row displayed in the table denoting the new row being added.
  • Submit and Cancel options are present at the bottom end of the panel drawer. 
  • On Submit, the data will be saved and the panel drawer will be closed,
  • The pending badge will be displayed in the Approval column, but no other data will be visible for the newly added record UNTIL the record is approved.
  • By clicking on the pending badge, the user can view the status of approval and the BIP Report.

How is an update or correction to an existing record handled with approvals enabled?

  • Edit or Update a record with approvals enabled.
  • The pending badge will be visible for all the splits of the record.
  • By clicking on the pending badge, the user can view the status of approval and the BIP Report.
  • The user can't see the updated data until the transaction is committed.
  • The actions menu is disabled for all the splits.

How is a deletion of an existing record handled with approvals enabled?

  • Delete a record with approvals enabled.
  • The pending badge will be visible for all the splits of the record.
  • By clicking on the pending badge, the user can view the status of approval and the BIP Report.
  • The actions menu is disabled for all the splits.

What's the impact of VB Studio Business Rules in table view? 

  • Read-only business rules aren't honored in the table view of Multi row context.
    • In the current list view page, the only supported read-only rule is the ability to hide a particular segment or column conditionally.
    • Read-only business rules aren't supported in any page displaying data in the table view currently.
  • Edit-mode business rules plus autocomplete features support will be continued as is, in the current list view.
    • Edit mode rules will be honored in the panel drawer edit or create form. 

What are the changes to compact guided processes such as Hire an Employee?

  • Approvals column won't be visible in the Add Person flows, because all the rows are new rows in this case.
  • For Edit Person flows, the Approvals column is always visible irrespective of whether approvals are enabled or not.
    • This is done to make it readable to the user if any row is locked due to approvals pending from the Self Service flow
  • If a row is pending for approvals from the self service flow, the Approvals column displays the pending badge for those transactions.
  • On clicking the pending badge, the panel drawer opens up and you see the message stating that information is locked.

What are the other expected behaviours in the table view?

  • While adding a column, the panel drawer is opened. At the same time, there will be a blank row coming up in the table in the background. This isn't actionable.
  • When a new column is added with approvals enabled, only the pending badge will be visible. Now if the approvals are disabled, the Approvals column is hidden.
    • In this case there won't be any row corresponding to the pending new record in the page. That's because the only column populated will be the Approvals column, which is now hidden.
  • If a multi-row context has both current or future and past data, and then you perform a search by passing some queries:
    • If only the current or future data matches with the query, you will still see the prior record section with the noData message.
    • If only the past data matches with the query,  you will still see the current or future record section with the noData message.
    • If searching with nonexistent data, the noData message will be displayed in both the current and prior tables.

This feature helps to improve the user experience and reduce the amount of scrolling when a multi-row person extensible flexfield has many records.

Steps to Enable and Configure

The new profile option ORA_PER_ENABLE_PERSON_EFF_MULTIROW_TABLE_DISPLAY controls the display of the multi-row person extensible flexfields. By default, the profile option is set to Yes so that the display is in a table format. If the profile option is set to No, the multi-row person extensible flexfields will be displayed in a list format.