PeopleTools Basic Knowledge -Part 2

PeopleTools Basic Knowledge - 2

HTML

With Derived Records you can display an HTML object on a PeopleSoft page.

1. Create a new HTML object and put your HTML code in the blank object screen.
2. Create a Derived Record to store the HTML Field.
3. Create a Page with an HTML Object area on the page.
4. Set the HTML Object Properties.
5. Set the Field Formula Property of the HTML Object.
6. Add a page to a component.
7. Add a component to a menu.
8. Add a component to a portal.
9. Configure Content Reference Administration.
10. Add a component to a permission list.
11. Register the Component, Menu, and the Permission List in the Registry Wizard.
12. View your Hello World Page.

• Unable to add a component to a permission list ? .... Try using public

Message Catalogs

PeopleSoft error messages are maintained by set number and are all stored in the Message Catalog.You add and maintain system messages using the Message Catalog page. PeopleSoft reserves all message set numbers up to 20,000. To add a message set:

1. Go to PeopleTools | Utilities | Administration | Message Catalog, and on the search page click Add New Value.
2. Enter the value of the new Message Set Number and click Add.
3. Enter a Description, a Short Description, and a Message.
4. Save.

To add a message to a Message Set:

1. Open the Message Set.
2. Click the plus sign button to add a new row.

Query Manager

The Query Manager gives you a useful GUI interface to create customized queries. You can create a nice end-user layer with trees to keep a tight handle on the security within the queries. Unless the record you are accessing in the Query is in the tree that you have the permission for, you will not be able to see the results of the query.

• One of the main features of the Query Manager is that it will automatically join the Effective Date and Effective Sequence for you properly, so if you are new to PeopleSoft and having a hard time getting your queries properly written, use the Query Manager to help create the queries you need.
• You also get the added advantage in your queries of running them and dropping the results into Excel. This is a nice feature: you can convert your ad hoc queries into queries in the Query Manager, give your customers access, and allow them to run them on demand and put the results into Excel.
• Users can have the permission (depending on what the security administrator has given them) to save their queries, modify existing queries and save them under a different name, and delete queries.

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