Posts Tagged ‘fluid user interface’

FSCM Configured Navigation Collections

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Today we are going to describe how to create your own configurable Navigation Collections. This is a follow up blog to a previously written blog about the entire list of FSCM Navigation Collections available in FLUID and how to make them available not only on the FLUID Homepage, but also in the FLUID Navigator. If you missed the previous blog you can click this link to read it today.

First, you must create a Navigation Collection in classic mode. We have discussed creating classic Navigation Collections in previous blogs and video blogs so I won’t go into the details here. But creating that classic Navigation Collection is step 1.   In this case, we will name it Fluid Test.

Navigation Collections 1

Once you have the Navigation Collection saved, we now must enable it for Fluid. That first step is to go to the Tile Wizard. Peopletools>Portal>Tile Wizard. Here we are going to create a new tile.

Navigation Collections 2

First step in creating the tile is to name it and give it a title. Name is stored in the database, the title will appear to the end users.

Navigation Collections 3

Next up, we select our data type of Navigation Collection. Find the collection name we just created, make it optimized and collapsible. Both of those are options.

Navigation Collections 4

It will default the target page name, give it an Owner ID. In this case our Navigation Collection is about requisitions so I gave it an owner of Purchasing. Make it public.

Navigation Collections 5

Up next, the display properties. These options default to the choice that is most optimized for Navigation Collections.

Navigation Collections 6

Review and click Publish.

Navigation Collections 7

You will now see your Navigation Collection Tile available in the list of tiles.

Navigation Collections 8

From the Homepage, select Personalize Homepage.

Navigation Collections 9

Select Add Tile.

Navigation Collections 10

Select Add Tile and search for the Tile you created.

Navigation Collections 11

Select it and save it and it will appear on your Homepage when you return to the Homepage.

Navigation Collections 12

Click on it, and it will present that configured navigation collection.

Navigation Collections 13

If you would like more information on FLUID or FLUID Navigation collections, please email me at

FSCM Navigation Collections

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Did you know the entire list of FSCM Navigation Collections are available in FLUID? Did you also know you can make them available not only on the FLUID Homepage but also in the FLUID Navigator? Last week we wrote a blog specifically on adding the Lease Administration Navigation Collection to the FLUID Homepage. (Click here if you missed our blog.) We want to follow up on that blog to expand on two points.

First, the list of available FSCM FLUID Navigation Collections as of Image 20:

  • Accounts Payable
  • Asset Management
  • Billing
  • Accounts Receivable
  • Buyer
  • Customer Contracts
  • General Ledger
  • Grants
  • Inventory
  • Maintenance Management
  • Project Costing
  • Lease Administration
  • Resource Management
  • Staffing
  • Supplier Administration
  • Travel and Expense
  • Treasury

We previously explained how to add them to the FLUID Homepage, now let’s look at adding them to the FLUID Navigator.

Step 1: Click on the Navigator in the upper right.

FSCM Navigation

Step 2: Click on the NavBar Setup Icon. This will bring up the Personalize NavBar screen.



Step 3: Click Add Tile. You will see the option for FSCM Navigation Collections.


Step 4: Click on the FSCM Navigation Collections. Select the one you want to add and click DONE. (In this case I clicked Customer Contracts)


Step 5: You Navigation Collection Tile is now in the FLUID Navigator.


If you would like more information on FLUID or FLUID NavBar or any of the FSCM Navigation collections, please email me at


Fluid Candidate Gateway

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Some of the most highly anticipated and sought-after updates to the PeopleSoft HCM applications are those which further expand the utilization of the Fluid User Interface. None of these have been as important as those included in this summer’s PUM Image 18 which, among other updates, includes Fluid Pages for the Candidate Gateway.

The Fluid Candidate Gateway may be a prospective recruit’s first impression of your organization, and with PeopleSoft’s Fluid User Interface, you can be sure that their impression will be a good one. Whether they are at their home computer, on the sofa with their tablet, or on the go with their smartphone, candidates can research your company, and find opportunities for employment.

Below are some of the key features available via the Fluid Candidate Gateway:

  • Search and apply from anywhere on smartphone, tablet, laptop, or computer
  • Users can register for a new account
  • Search for jobs
    • Narrow search
    • Save favorites
    • Send the job posting to friends
  • Apply for openings
    • Complete application
    • Attach resume
    • Add Experience, Education, Diversity Data, Referrals, References, etc.

Watch this short 5 minute video from Oracle to learn more about how the Fluid Candidate Gateway can help applicants apply to your organization. To learn more about all of the new functionality in HCM image 18 click here to watch a more in depth 23 minute video.

For more information about how we can help transform your recruiting process, please contact us at

PeopleTools 8.55 – Fluid User Interface Enhancements

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With the release of PeopleTools 8.55, those that have upgraded have realized the value in many of the new features this version offers. There are significant enhancements in the areas of dashboards, reporting, analytics, query and the all-important update manager (all of which we will discuss in future blogs). The one area that is receiving a lot of buzz, and requests to IT departments from the user community, is in the area of the Fluid User Interface.

For those of you not familiar, Oracle describes the Fluid User Interface like this: PeopleSoft Fluid User Interface moves away from pixel-perfect page layout and provides greater flexibility with the enhanced use of cascading style sheets. PeopleSoft application fluid pages scale from large screen devices (laptops and desktops) to the reduced viewing space of tablets and smartphones. Many commercial websites use a similar design model whereby the presentation and layout of information is adjusted dynamically to conform to the dimensions of the user’s device. The Fluid User Interface design approach gives developers just this type of control over the user experience. When a larger screen size (a screen with more “real estate”) is detected, the application content will adjust and conform accordingly to fill the space effectively. Similarly, if a smaller screen size is detected, non-essential information can be removed and the presentation of content will adjust to flow in a usable way.

New Fluid User Interface Enhancements in PeopleTools 8.55:

  • PeopleTools Portal Technology includes enhancements that support developing and delivering:
    • Fluid activity guides (guided process for building with 7 different templates)
    • Fluid dashboards
    • Fluid related content (user can view or quickly access information that supports, extends, and augments any PeopleSoft transaction)
    • Tile enhancements
      • Ability to take action from the tile itself, without going into the tile
      • Options on sizing of tiles on the dashboard
      • Display external contents inside a tile
    • Tile Wizard (browser based GUI that walks the user through the steps in creating and publishing a tile)
    • Branding enhancements (brings your branding to the Fluid User Interface)
    • Conditional navigation enhancements (render a page either in classic mode or fluid mode based on conditions and factors)
    • Homepage enhancements
      • Tiles resize based on the content they display
      • Reflect updated content elsewhere in the PeopleSoft system
      • Display external content
  • Navigation Bar is improved for use with small form factor devices. When screen width is limited, the NavBar will show only the tile list. The user can navigate from a tile in the list to the second level and make a selection, or navigate back to the tile list; but only the tile list will be displayed. This makes a fluid page and the NavBar specifically work better in touch first mode.
  • Related content can now be associated to fluid components. Related content appears as a side-page which can be pulled from the right hand side. There is also the ability to embed related content within a tile.
  • Master Detail Components (similar to PeopleSoft WorkCenters) gives developers more power and flexibility when designing pages for navigation and to assist users by bringing together commonly accessed application components within a single navigational structure. The overall master-detail component enables navigation between multiple components. The collection of components represents a collection of work typically performed by a particular role. When users tap items in the navigation pane, the target pane displays the appropriate detail content.

These are just some of the many new enhancements in PeopleTools 8.55 that will make providing a fantastic end user experience more straight-forward for your IT team and allow you to take advantage of all of the benefits PeopleSoft 9.2 offers your business.

Email us today to discuss the new enhancements in PeopleTools 8.55!

PeopleSoft Update Manager Dashboard

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There has been a lot of discussion on the new functionality and features available with the FUI that have been delivered since the release of PeopleTools 8.54. Now with the release of PeopleTools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • FLUID Dashboard
  • PUM Dashboards
  • FLUID Related Content

We have already taken a look at the PeopleTools Health Center and FLUID Dashboards, now let’s dig a little deeper into the PUM Dashboard. From PeopleBooks, you can see the four delivered tiles with the PUM Dashboard. The tiles include BUG by Target Database, BUG Status by Tag, BUG Status by Product and BUG Status by Image.

PUM Dashboard 1

Of course each tile can be drilled into for additional information.

PUM Dashboard 2

The PUM Dashboard provides proactive information about your current image and what has been applied in your PeopleSoft solution – very valuable information as you take advantage of PeopleSoft 9.2 & PUM and the continuous delivery model. This information can certainly help properly manage and understand your adoption level.

The PUM Dashboard is only available with PeopleTools 8.55 but can offer great value to the organization as your Selective Adoption Strategy matures.

If you would like more information on the PUM Dashboard or Selective Adoption, please contact me at

PeopleTools Health Center Fluid User Interface (FUI)

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There has been a lot of discussion around the new functionality and features that have been delivered with FUI since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

Let’s take a look at the PeopleTools Health Center. The PeopleTools Health Center has dashboards for monitoring the health and performance load of the PeopleSoft architecture. The PeopleTools Health Center also provides alerts for performance issues and integrated logs.

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Providing a FUI dashboard for the system health allows PeopleSoft Admins to easily and conveniently use their mobile device to ascertain the status of the solution. This information is vital to every organization and can now be accessed anywhere, anytime.


Health Center 1

Users can drill down into each of the web servers, application servers and process schedulers for more details.

Health Center 2

And users can drill down deeper into the log files.

Health Center 3

You can find the PeopleTools Health Center using the Navigator on the left side of the landing page under the PeopleTools navigation.
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Health Center 4

Don’t miss out on all the latest & greatest PeopleSoft has to offer. If you would like more information on the PeopleTools Health Center please contact me at

Fluid Dashboards

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FLUID Dashboards

There has been a lot of discussion on new functionality and features with Fluid User Interface (FUI) that have been delivered since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

PeopleTools 8.55 introduces FLUID Dashboards, the PeopleSoft Fluid User Interface counterpart to Classic Dashboards. We have talked in a number of blogs and videos about the classic dashboards and now with PeopleTools 8.55, we have the ability to extend those dashboards to FLUID tiles allowing access to key information from mobile devices…very cool (and useful) stuff!

FLUID Homepages/Dashboards and Classic Homepages/Dashboards have many similar characteristics.
From PeopleBooks:

  • They are equivalent in function to their classic counterparts.
  • They are managed in the same manner as their classic counterparts. Whereas we arranged “pagelets” on classic dashboards, we arrange “tiles” on FLUID Dashboards.
  • Their definitions are stored in the portal registry accessed through the Structure and Content component.

Despite all of their similarities, there are some important differences between FLUID Homepages and Dashboards and their Classic counterparts:

  • FLUID Homepages can be configured as required or optional; Classic Homepages cannot.
  • For performance reasons, certain types of tiles are restricted for use on FLUID Dashboards only, and cannot be displayed on FLUID Homepages.

From PeopleBooks, the following chart identifies features/functionality available for FLUID Homepages, FLUID Dashboards, Classic Homepages and Classic Dashboards.

FLUID Dashboard

Extending Classic Dashboards to FLUID serves to continuously improve and extend upon the end-user experience and freshness of PeopleSoft to be leveraged on mobile devices. Designed properly, users can log in on their mobile devices and have key information required to make informed business decisions available at their fingertips.

If you would like additional information on FLUID Dashboards, please reach out to me at

Fluid Pages – Navigation Standards

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Fluid #1

One of Oracle’s primary areas of commitment and focus is to ensure PeopleSoft is mobile-device friendly and they have done this using fluid pages. Fluid pages are PeopleSoft pages that are mobile device enabled and allow for end-user self-service.  Initially Oracle began deploying fluid pages primarily for the end-user and focused on more simple self-service applications.  Many of the self-service needs are being addressed as images are rolled out.

The next step in the evolution of fluid pages is more complex transactions that are not only applicable to end-users but to power users. We have spoken often about the key requirement to create a selective adoption strategy, but the other key initiative that should be of importance to most organizations is a fluid strategy. In order to enable an effective fluid deployment, organizations must have a fluid strategy that is consistent, repeatable, and intuitive and will be readily and easily adopted with minimal training.

To help with the consistency of fluid pages, Oracle released the “Fluid Navigation Standards, Fluid User Experience” white paper in October 2015.  (The white paper is on My Oracle support and you will need your customer id and password to access it.)  It contains over 30 pages of content and covers such topics as:

  • Homepages
  • Navigation
  • Application start pages
  • Fluid and classic co-existence
  • Activity guides
  • Navigation collection
  • Related actions

The white paper is a great starting point when looking to understand fluid and its capabilities.  Remember, the tool is one aspect of fluid, but having an overall strategy that is consistent across the end user experience is just as important and a key step before designing and rolling out fluid pages.

If you would like more information on fluid, drop me a note at

PeopleSoft: Alive, Well and Evolving

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In the recent PeopleSoft Talk, PeopleSoft Investment Strategy, published on November 30, Marc Weintraub and Paco Aubrejan sit down for an informative Q & A about the PeopleSoft product, including Fluid User Interface and Selective Adoption.

Here are the key messages that were delivered:

  • Oracle is still as committed to PeopleSoft as they were in the beginning.
  • Investment in the PeopleSoft product is at a very high level.
  • Oracle is continuing to innovate across the spectrum of the PS product, from user interface to provisioning and architectural level.

The 19 minute interview provides a wealth of information about the recent changes in the overall philosophy surrounding PeopleSoft. Here are just a few:

  • Selective Adoption is a fundamental model change that also requires a fundamental shift in how organizations think. The IT department and business owners/users will be working together to select features that drive the business.
  • Oracle’s response to the customers’ demand for a user interface that is simple, intuitive, modern and mobile, including the “mobile first” approach going forward.
  • After a customer is on 9.2, no more costly upgrades.
  • The need for customizations are reduced because of the increased configurability.
  • Simplified analytics: Users can write reports without the involvement from IT thereby reducing IT costs and increasing user engagement.

Take the time to watch the short video; you will not be disappointed. And in the words of Paco Aubrejan, “It is an exciting time to be part of the PeopleSoft ecosystem.”

If you have any questions regarding PeopleSoft please reach out to us by emailing Larry Zagata. We look forward to hearing from you.

PeopleSoft Talk with Marc Weintraub: The PeopleSoft Investment Strategy Featuring Paco Aubrejuan

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Here’s a great video explaining a topic we heard come up more than once at this year’s OpenWorld – namely, what is Oracle PeopleSoft’s investment strategy for its go-forward roadmap? This video with Marc Weintraub and Paco Aubrejuan focuses on this entirely, and it’s the best succinct explanation we’ve heard.

The overarching theme is simplification, or reducing complexity. Customer needs are driving Oracle’s PeopleSoft investment. Part of that is post-PC computing: the rise of mobile devices also drives simplification, especially in terms of interface and GUI design. Mobile isn’t mobile, either: we have computers in our pocket that are stronger than desktops from five years ago. Fluid UI presents a native-feeling mobile experience, not a hackneyed tack-on.

We’ve written about this before, but we’ll say it again: the new Fluid User Interface (Fluid UI) is simply massive. Its first focus is casual users/self-service – those who touch the app daily DURING their job, but not AS their job (i.e. they’re not experts). The next level of value is aimed at executives or information users. These are folks who rely on information delivery to make decisions, but don’t necessarily have any role in data entry or creation. Fluid UI makes information presentation much easier and more visually engaging. In a nutshell, data becomes information automatically.

When it comes to PeopleSoft Fluid UI, the first customer reaction is surprise – they can believe they’re looking at PeopleSoft. It’s exactly what end users are looking for. Because of Fluid UI, customers want to adopt this quickly, and it’s driving more upgrades to 9.2 than anyone anticipated. Likewise, it’s driving Tools 8.54 adoption (because it’s is a requirement).

PeopleSoft Selective Adoption is the next main investment pillar. We’ve written about this before, but this is new functionality that allows you to pick and choose what upgrades and functionality you want – use what you need and discard the rest. Not only does this simplify things from a maintenance perspective, but it also helps IT keep in line with the changing strategic business needs more cleanly than ever before.

In your previous life, prior to PeopleSoft Selective Adoption, the landscape looked like this:

  • Steady state software was not conducive to IT & Line of Business interactions
  • Requests for new functionality were generally delivered through customizations
  • Too much money spent on maintenance, yet customers always felt behind
  • Upgrades were disruptive and costly, with few new capabilities


  • Easy
  • Modern
  • Seamless
  • Pick the updates/functionality you want
  • Oracle aligning with the speed of customers’ business transformation: moving from waterfall-based releases to an iterative development model

Oracle’s new focus is clearly about the customer side of the equation, not what’s necessarily best for Oracle’s development model or engineering direction. So much good stuff here. The video is more than worth 16 minutes of your time.