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Posts Tagged ‘update image 20’

FSCM Navigation Collection Configurations

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If you have been following our blog in the past few weeks, you may have noticed a pattern. We have been talking about and expanding on the ideas of the FLUID Navigation tools available as of Image 20. (Click here if you missed our last blog.)

In addition to the FSCM Navigation Collections that are pre-built, you can also add additional Navigation Collections to your FLUID Tiles.

In order to enable a specific Navigation Collection, you need to make the Tile available. But the process is easy, just follow these 10 simple steps.

Step 1: Using the NavBar, navigate to >PeopleTools>Portal>Tile Wizard.

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Step 2: Click on the CREATE NEW TILE button.

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Step 3: Fill out the basic information of the title of the Navigation Collection.

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Step 4: Choose the data type. In this case it is Navigation Collection.

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Step 5: Choose the appropriate available Navigation Collection name.

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Step 6: Choose a few additional options of the Navigation collection type and whether the panel is collapsible.

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Step 7: Choose the owner ID, parent and whether to make the Tile public.

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Step 8: Choose a specific image, Tile size, and other options such as where the Tile can be placed (homepage, navbar and dashboard).

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Step 9: Review and hit the publish button.

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Step 10: Add the Tile to the appropriate FLUID Homepage as previously defined.

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The newly created FLUID navigation collection Tile is present.

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By clicking on the Tile, you can see the BI Publisher content available in FLUID.

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If you would like more information on FLUID or FLUID NavBar or any of the FSCM Navigation collections, please email me at larry.zagata@miproconsulting.com.

 

Lease Administration Navigation Collection

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The Lease Administration navigation collection was added to the PeopleSoft Fluid User Interface with release of FSCM Image 20. This navigation collection groups common functionalities used in Lease Administration in a single location.

More and more functionality is moving to FLUID and the Lease Administration navigation collection is one additional example. There are few tricks and tips to make the navigation collection available in the FLUID Homepage – follow these simple steps.

Step 1: Click on the three lines in the upper right to expose the configuration panel.

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Step 2: Click on the PERSONALIZE HOMEPAGE and it will bring you to the ability to configure.

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Step 3: Click on ADD TILE in the upper right. It will then bring up the FSCM Navigation Collections and choose Lease Administration.

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Step 4: Save your Homepage and Lease Administration will show up as a tile.lease-administration-4

Then users can click on it and the navigation collection appears in FLUID.

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If you would like more information on FLUID or Lease Administration, please email me at larry.zagata@miproconsulting.com.

 

Advanced Query Security

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Looking for more security out of PeopleSoft query? There was another little gem of a new feature released with image 20 – Advanced Query Security. It only captured a small paragraph in the image overview but is a nice feature to gain more security out of PeopleSoft query. But to enhance the security on an organisation-level, you would need to implement methods on higher levels. Methods like phishing simulations, cyber security training, & security awareness training enable you to foresee potential attacks and prepare you to face & ward them away.

According to https://www.securityinfo.com/about-us/, video surveillance is the perfect tool for business owners and managers to manage their business better.

From the image overview document:

Added the Advanced Query Security feature, which is a framework that allows authorized users to set up secured fields for PeopleSoft queries. Authorized users determine which fields to secure for a query and the type of security for those fields, such as User ID, Role, or Permission List. Then they map the secured field name with the PeopleSoft field name and run the Apply Security process. Optionally, filters can be applied to the secured fields based on the PeopleSoft product name such as General Ledger, Purchasing, and so on.

More information on the setup can be found online in PeopleBooks by clicking on this link.

Use some level of caution in selecting only the right level of experienced users who have access to this as to not impact the data returned on queries and potentially impact performance. But it could be a very valuable tool if applied selectively.

Don’t forget to check out our other blogs related to the release of Image 20.
Overview of Image 20 – PeopleSoft Image 20 Released
PeopleSoft Image 20 – Enhanced Fluid Approvals
PeopleSoft Image 20 – Fluid Forms and Approval Builder

If you would like more information on Advanced Query Security or any of the other new features in Image 20, please email me at Larry.zagata@miproconsulting.com.