PeopleSoft Forms and Approval - Amazon S3€¦ · Builder CON7050 - Interact Like ... Oracle Internal/Restricted/Highly Restricted 3 . ... •A typical form and approval workflow

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Forms and Approval Builder CON7050 - Interact Like Never Before with PeopleSoft Fluid UI Forms and Approval Builder

Kelly Mills Senior Director Development PeopleSoft ESAALM September 21 2016

Confidential ndash Oracle InternalRestrictedHighly Restricted


Safe Harbor Statement

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Confidential ndash Oracle InternalRestrictedHighly Restricted 3


Agenda

What is Forms and Approval Builder

Fluid User Interface

Building a Form adding Approvals and Security

Linking to a Component Interface

1

2

3

4

4


Fluid Forms and Approval Builder

bull Business Analysts will be able to create forms and design workflows without using the Application Designer (No coding required)

bull A typical form and approval workflow can be designed and deployed in less than half hour

bull Architecture uses existing infrastructure for supplemental data approvals workflow engine reportable audit trail attachments

bull Enterprise Components feature 150+ customers

bull Eliminate dual data entry option to map fields within a form to PeopleSoft Component Interface or to your own custom Component Interface

5


Use Cases

Role Use Case

Account Manager Capture customer appreciation policies and requests

Asset Manager Asset add requests warranty exchanges new model requests asset reinstatements preventative maintenance updates physical inventory preparations

Buyer Recommend new suppliers

Expenses Manager Manage terminated employees expense reports updates to mileageper diems

Controller Manage EDGAR submission approvals

Employee CPE amp Tuition Reimbursement

Financial Accountant Request update to statistical values to be leveraged by the Allocations process

Project Manager Task Backlog tracking

Recruiter Capture additional attributes and tasks regarding candidates

Treasurer Request bank account signatory updates

Forms and Approval Builder in Action

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 7

Forms and Approval Builder ndash Classic


Timeline Evolution

Forms and Approval Builder

Initial Release

Mapping Form Fields to PeopleSoft Component Interface

91 FP2

91 FP1

Fluid version

92 PI 20


Agenda





1

2

3

4

9


A User Interface That Transformed How People Work Responsive User Interface for Project Management

bull Designed with PeopleTools 854

bull Expected that customers will extend the delivered apps andor build new apps


Dramatically Better User Experience Fluid Pivot Grids amp Pivot Charts


PeopleSoft Fluid ndash A Dramatically Better User Experience Adaptive User Interfaces Employee Self-Service

bull Optimized for Nearly Any Mobile Device

bull Platform Independent

bull Browser Based

bull Eliminate Support for Device Installations


Agenda





1

2

3

4

13


Demonstration Fluid Forms amp Approval Builder - Form Designer - Runtime













When to use Forms and Approval Builder

bull Paper form automation

bull Custom workflow with approvals

bull Etc

bull How about adding data to PeopleSoft transaction tables

26


Agenda





1

2

3

4

27


Linking the Form Fields to the Component Interface Writing to the PeopleSoft Database

PeopleSoft

DataBase

Form


Component Interfaces

29

Component

Component Interface


Linking the Form Fields to the Component Interface Design the Form


Linking the Form Fields to the Component Interface Form to CI mapping












Linking the Form Fields to the Component Interface Using the Form




Linking the Form Fields to the Component Interface Once approved Viewing the Data


Open Discussion


Community Groups

PeopleSoft Investment Strategy How Do We Prioritize What to Work On

Community Ideas


Learn about the PeopleSoft Fluid User Interface

44

The PeopleSoft Spotlight Series is a new video-based learning resource Be sure to watch these episodes

Developing a Fluid Strategy Developing Fluid Applications Deploying Fluid Applications

To get started go to the PeopleSoft Information Portal wwwpeoplesoftinfocom click the training tab to access the link to the Spotlight Series


PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page Blogs Social Media

Get Connected and Stay Informed Key PeopleSoft Information Sources

PeopleSoft Information Portal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE



Safe Harbor Statement

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Confidential ndash Oracle InternalRestrictedHighly Restricted 3


Agenda





1

2

3

4

4








5


Use Cases

Role Use Case















Timeline Evolution


Initial Release


91 FP2

91 FP1

Fluid version

92 PI 20


Agenda





1

2

3

4

9











bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Agenda





1

2

3

4

4








5


Use Cases

Role Use Case















Timeline Evolution


Initial Release


91 FP2

91 FP1

Fluid version

92 PI 20


Agenda





1

2

3

4

9











bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE









5


Use Cases

Role Use Case















Timeline Evolution


Initial Release


91 FP2

91 FP1

Fluid version

92 PI 20


Agenda





1

2

3

4

9











bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Use Cases

Role Use Case















Timeline Evolution


Initial Release


91 FP2

91 FP1

Fluid version

92 PI 20


Agenda





1

2

3

4

9











bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE





Timeline Evolution


Initial Release


91 FP2

91 FP1

Fluid version

92 PI 20


Agenda





1

2

3

4

9











bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Timeline Evolution


Initial Release


91 FP2

91 FP1

Fluid version

92 PI 20


Agenda





1

2

3

4

9











bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Agenda





1

2

3

4

9











bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE












bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE








bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE






bull Browser Based



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Agenda





1

2

3

4

13


















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE

















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE
















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE















bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE














bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE













bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE












bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE











bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE










bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE









bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE








bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE







bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE






bull Etc


26


Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Agenda





1

2

3

4

27



PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE




PeopleSoft

DataBase

Form



29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE




29

Component

Component Interface






















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE























Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE





















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE

















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE















Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE













Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE











Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE









Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE







Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE





Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Open Discussion


Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE



Community Groups


Community Ideas



44











PeopleSoft CFO Tool

PeopleSoft PFE




44











PeopleSoft CFO Tool

PeopleSoft PFE









PeopleSoft CFO Tool

PeopleSoft PFE



Documents

PeopleSoft Forms and Approval - Amazon S3€¦ · Builder CON7050 - Interact Like ... Oracle Internal/Restricted/Highly Restricted 3 . ... •A typical form and approval workflow