Tuesday, November 09, 2021

PeopleTools 8.59 new feature: Independent "AddTo" Security

Imagine having a PeopleSoft Favorites feature and no way to add Favorites. After 8.54, many customers found themselves in this situation. Fluid introduced "Add to Homepage" and "Add to Navbar" as fantastic personalization options. Our users love them. For example, I can "pin" my favorite classic components to my homepage for quick and easy access. For power users, this is terrific! And for self-service users? Every component a self-service user visits should already be represented through a Fluid homepage tile. For the casual self-service user, offering an "Add to Homepage" feature often causes more problems than it solves. With that in mind, customers often disable the "AddTo*" feature for self-service users. My friend Simon Chiu explains how in Section Four of his post PeopleTools 8.55 Features: How to Deploy Homepages, Tiles and Branding. From 8.54 to 8.58, disabling Add to Homepage also disables Add to Favorites, which is unfortunate. Favorites are the domain of the user. Nobody questions a user's favorites. Our friend Sasank Vemana shared a solution to "decouple" the AddTo options so we could disable these features independently. Likewise, My Oracle Support published Doc ID 2143709.1, showing how to customize the AddTo* features so customers can remove Add to Homepage while keeping Add to Favorites. Unfortunately, through 8.58, retaining Add to Favorites requires a customization.

What about PeopleTools 8.59? Oracle basically applied this customization to the base PeopleTools code. This feature is now built into PeopleTools. With PeopleTools 8.59, PeopleSoft added the following new roles:

  • DisableAddToFavorites
  • DisableAddToHomepage
  • DisableAddToNavBar

To remove access to Add to Homepage, assign the role DisableAddToHomepage.

Here are a couple of interesting observations of this new feature. First, access seems logically inverted. To remove access, you must assign a role. Normally, we assign roles to grant access. In this case, we assign a role to remove access. Second, we noticed user PS has these roles in the latest HCM PUM, which means out of the box, user PS can no longer add to favorites, homepages, or Navbar.

What are your observations of this new feature? Share your thoughts in the comments. We would love to hear!

Are you interested in learning more about PeopleSoft security or fluid? Check out our latest course offerings at https://www.jsmpros.com/courses/ and events at https://www.jsmpros.com/events/.

Thursday, October 28, 2021

Announcing PeopleSoft Configuration Day 2021!

Announcing PeopleSoft Configuration Day! Join me online Thursday, November 18th for a full day PeopleSoft education experience filled with tips and best practices. Space is limited so register now!

Register Now!

Here are some of the topics we will cover and questions we will answer:

Configuration versus Customization

  • Are Page and Field Configurator changes really configurations?
  • What about Event Mapping or Drop Zones?
  • Why does Oracle call these features "isolating customizations?"

PeopleSoft Test Framework

Without compare reports, how do you know what to test? Learn how to use PTF to regression test configurations.

Security

Can you use characters other than "X" and "*" to mask data? How would you mask without showing the length of a field? Learn how to combine roles with Page and Field Configurator and Event Mapping to conditionally apply Data Masking.

Fluid Approvals Page Composer

Learn how to use Page Composer to alter the approval user experience.

Can Functional Analysts Create Their Own Approvals?

Find out how through Fluid Forms and Approval Builder.

Extending Oracle-delivered page Content

Learn how to use Related Content and Drop Zones to add more content to Oracle-delivered pages. Find out where these features are similar and where they differ. Learn when to use which tool.

Fluid Job Data

HCM's new Fluid Job Data is incredibly flexible and configurable, including configurable search, Drop Zones, etc. But what about those Drop Zone group box labels (Drop Zone 1, Drop Zone 2, Drop Zone 3, etc.)? Can you change them? Can you hide them? Can you automatically expand them?

Activity Guides

What is an Activity Guide and how would you use one? How hard is it to create one? How do you pass contextual data between steps in an Activity Guide?

What's new in 8.59

There are several new configuration features included with 8.59. Join us to see these new features in action!


Register now to find the answers to these and many more questions on Thursday, November 18th.

The cost for this event is $447 per person. If you have a group of 10 or more, contact us at info@jsmpros.com for a quantity discount.

Register Now!

Wednesday, September 15, 2021

Configuring Fluid Job Data Drop Zones

The new Fluid Job Data component is incredibly configurable. I love the four new Drop Zones right in the middle of the page. But there is just one problem: they are labeled Drop Zone 1, Drop Zone 2, Drop Zone 3, and Drop Zone 4. And they are collapsed, so a user would have to expand each one to find out what is inside. Wouldn't it be great if we could use Page and Field Configurator to change the labels or hide unused regions? The Drop Zone labels come from Group Boxes, and today, Page and Field Configurator doesn't support Group Boxes. Since the code is trivial, we believe this is a simple oversite the development team could remedy. If you agree, please up-vote our idea Page and Field Configurator: Add Group Boxes fields list.

The good news is Event Mapping supports any record and field combination. If we can locate the record and field associated with any group box, we can use Event Mapping to hide it or change its label. This brings us to another challenge. At this time, none of the Drop Zone group boxes are associated with fields. We put in an idea for this: Make Drop zone 1-4 on Fluid Job Data Configurable through PFC and/or Event Mapping. If you think this is a good idea, please up-vote it as well.

While we wait for a proper Oracle-delivered configurable solutions, I want to share with you how we used Event Mapping, JavaScript, and CSS to solve this problem:

Thursday, September 09, 2021

The "Unable to get image extents" Error for SVGs

At JSMpros, we love Scalable Vector Graphics! Fluid loves them because they resize (scale) well. We love them because they are just XML documents describing an image. And since they are XML, we can recolor them with browser developer tools or even a simple text editor. In fact, We have videos showing how trivial it is to clone and alter the colors of Oracle-delivered Fluid icons through browser inspector tools (watch online Manipulating SVG Images).

Since we usually just change colors, we prefer to edit Oracle-delivered SVG images through Chrome's inspector and then copy the entire document to a new SVG file. We can then upload the new file through App Designer and use it anywhere. But we discovered an interesting issue. It appears PeopleSoft's internal code doesn't like our new images. When using the Navigation Collections image inspector or uploading a modified SVG through the online branding module, PeopleSoft throws an "Unable to get image extents" error message. What we didn't realize is that copying XML out of Chrome's inspector doesn't copy the XML prolog. All XML documents begin with an XML prolog

<?xml version="1.0" encoding="utf-8"?>

Since SVG is XML, it is required to have a prolog. Browsers are forgiving and will ignore the missing prolog, but PeopleSoft's internal code doesn't.

So what's the solution? We still edit SVG using Chrome's inspector tool, but now we manually insert the XML prolog as the first line. It appears we aren't the only ones to hit this issue. Check out MOS document 2426154.1 for more details.

Are you interested in learning more about PeopleSoft Fluid and Fluid development? Check out our latest live virtual and on-demand offerings.

Tuesday, August 24, 2021

PeopleSoft Fluid Accordion: Default to Open State

The Fluid Accordion is fantastic for organizing information. My favorite place to use it is in the left sidebar (Side Page 1, Master/Detail, and PSL_TWOPANEL). But it has one interesting quirk: it defaults to closed. Wouldn't it be nice to have PeopleSoft default one of the accordion headings to expanded? We haven't found a property or delivered approach, but we do have a workaround. Check out the 10-minute video below for details. Here is our solution in a nutshell:

  1. Add a custom style class to the accordion heading group box you want to be expanded (we named ours jsm_expanded). This CSS style class acts as an identifier or selector.
  2. Add JavaScript to locate the selector and invoke the click action of the chosen heading.

Here is what that JavaScript would look like:

document.querySelector('.jsm_expanded .ps-link').click();

You can use this JavaScript as-is with the AddOnloadScript PeopleCode function but as the video demonstrates, Master/Detail requires a slightly different approach.

I love the flexibility of Fluid. It is so much easier to inject JavaScript and CSS into Fluid. Are you interested in learning more? We cover the Accordion and related challenges and workarounds in our Fluid 2 course. Be sure to check out the details and register for our next offering.

Did enjoy this PeopleTools Sound Byte? There is more where that came from! Check us out on YouTube and be sure to subscribe for more content!

Thursday, July 15, 2021

Announcing Developer Day 2021!

Announcing PeopleSoft Developer Day! Join me online Thursday, August 19th for a full day PeopleTools experience filled with tips and best practices. Space is limited so register now!

Register Now!

Here are some of the topics we will cover and questions we will answer:

Configuration versus Customization

If you use Event Mapping, is that a customization or configuration? If you replace an AWE event handler, is that configuration or customization? Does it matter? Are there lifecycle consequences? How do you confirm a solution still works after applying maintenance?

PeopleSoft Test Framework

Another way to think of a configuration alternative to customization is as a runtime customization with no compare reports or lifecycle management tools. We will show you how to use PTF to regression test configurations.

PeopleCode Application Classes

Application Classes are the foundation for every modern framework including AWE, Integration Broker, and Event Mapping. We will cover the basics of Application Classes, and then use them to override Approval Framework behavior and to implement Event Mapping.

Event Mapping and Drop Zones

We will warm up with some simple Event Mapping and Drop Zone examples to describe them, and then show you some "what's possible" ideas in Fluid Job Data

Fluid

We'll cover Fluid layout techniques, specifically focussed on Drop Zones, and we'll also show how to create Dynamic Tiles, which also require Application Classes.

JavaScript

The PeopleSoft User experience is HTML, JavaScript, and CSS. We will show you some simple ways to combine JavaScript with Event Mapping to improve the user experience.

Integration

REST is the primary modern integration strategy, so we will cover a couple of simple REST examples, and then show how we can use REST with AWE to send text messages to requesters on final AWE approval.

Approval Workflow Engine (AWE)

We want to send notifications as text messages. To do so, we will have to extend AWE. How would you do this and is it a customization? Find out at Developer Day 2021!

Do you have a group of 10 or more? Contact us at info@jsmpros.com for a quantity discount!

Register Now!

Friday, June 18, 2021

PeopleSoft Week Conference

 

PeopleSoft Week Starts Monday, June 21. Have you registered yet? If not, go here now and register for this FREE conference and join us for one week of outstanding PeopleSoft-focused presentations! Here are some details:

When: June 21 - 25
Cost: FREE for Quest members, $49 otherwise
Who: Anyone involved with PeopleSoft
Where: Live online!

The entire schedule is available on Quest's website, but here are a few highlights. Monday, strategy day, kicks off the conference with product strategy sessions led by Paco (PeopleSoft VP), Amira (Financials), Robbin (HCM), and Dave (PeopleTools). This is a fantastic opportunity to hear from product strategy. Tuesday is packed with fantastic community presenters from ERPA, Appsian, Smart ERP, and JSMpros. I close Tuesday with my signature PeopleTools Tips and Techniques session from 3:30 to 4:30 ET. Wednesday and Thursday bring us many more presentations including customer voices such as Jack Henry, AdventHealth, and FSU. The agenda also includes Q&A and panel discussion sessions.


Be sure to register now because PeopleSoft Week starts Monday!