1 PeopleSoft Fluid Navigation Standards Fluid User Experience ORACLE WHITE PAPER OCTOBER 2015
2 Disclaimer 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 Oracle s products remains at the sole discretion of Oracle. FLUID NAVIGATION STANDARDS
3 Table of Contents Disclaimer 1 Overview 1 Homepages 1 Add To Drop-Down Menu 2 Interaction Hub Environment 4 Notifications 4 Actions 7 Alerts 8 Actions List 9 NavBar 10 Tiles 10 Second Level Content 11 Recent Places 12 My Favorites 12 Navigator 12 Search Results 13 Application Start Pages 16 Fluid and Classic Coexistence 17 Example Flow: Benefits Summary 18 Example Flow: Benefits Enrollment 19 Example Flow: Life Events 20 Small Form Factor 21 FLUID NAVIGATION STANDARDS
4 Non-Small Form Factor 22 Application Homepages 23 Single Component with Page Tabs and Page Subtabs 25 Activity Guides 26 Navigation Collections 27 NavBar Tile Navigation Collection 28 Optimized Application Start Page 28 Non-Optimized Application Start Page 29 Related Actions 30 Pivot Grids 31 Comparison of Design Patterns 31 FLUID NAVIGATION STANDARDS
5 Overview The philosophy of Fluid navigation focuses on:» Multiple paths for users to access functionality.» Users ability to choose the path that is most effective for them.» Use of Related Actions to make navigation work across all paths. The Classic PIA navigation uses a locator link ( breadcrumb ) menu with a deep hierarchy. Fluid navigation uses homepages and tiles as the starting points for navigating to both Fluid and Classic PIA pages. Further categorization and navigation to Fluid and Classic transactions is achieved through the use of Fluid Application Start pages and Fluid Application Homepages.» Create new homepages.» Add tiles to homepages via the Tile Repository.» Add a component tile to any homepage from within the component.» Add tiles to the NavBar.» Reorder tiles in the NavBar.» Add favorite components to My Favorites in the NavBar. Homepages Homepages are the starting point for Fluid navigation. Users can have several homepages and one default homepage that appears after they log in. Homepages are role based and will have titles that reflect various roles, such as:» Manager» Employee» Administrator» Cash Manager» Procurement Officer The following examples show the navigation launch points on the Employee Self Service Homepage for small and medium form factors: 1 FLUID NAVIGATION STANDARDS
6 Homepage drop-down menu Notifications Actions List Homepage Tile Homepage swipe Figure 1: Examples of drop-down list and swipe on Homepage for small and medium form factors PeopleSoft recommends that:» Individual users not have more than five delivered homepages.» A homepage not have more than 9 tiles for a given user. Add To Drop-Down Menu End users can add any component they are currently viewing to any one of their homepages. PeopleSoft recommends that each Fluid or Classic component contain a unique image for the component in order to improve usability by making it easier for users to identify individual components that were added to their homepages. The following example shows the tile that is added to the Fluid Homepage when the Create Job Opening component is added: 2 FLUID NAVIGATION STANDARDS
7 Figure 2: Example of new tile added to the Fluid Homepage when Create Job Opening component is added The tile that is placed on the Fluid Homepage will have the default image shown below if no image is specified in the content reference for that component: Figure 3: Example of default image for new tile PeopleSoft recommends that all components have a unique image defined for Fluid. 3 FLUID NAVIGATION STANDARDS
8 Interaction Hub Environment In an Interaction Hub environment, databases across pillars that contain homepages with the same name will automatically have the tiles merged into a single homepage of that name. For example, a single homepage with a title of Employee Self Service will be created in a Interaction Hub environment when FSCM and HCM databases both have homepages named Employee Self Service. The system will display all of the tiles from the FSCM Employee Self Service Homepage and all of the tiles from the HCM Employee Self Service Homepage in a single homepage named Employee Self Service in the Interaction Hub environment. The ordering of the tiles on the merged homepage is based on the sequence number provided in the Content Reference for each tile across databases. Guidelines and recommendations for a homepage in a Interaction Hub environment:» Frequently used transactions across database pillars will have higher sequence numbers than less frequently used transactions.» When a new transaction is added to a homepage that is shared across pillars, the sequence numbers of all tiles across pillars should be evaluated, and the new tile should be given an appropriate sequence number so that it will appear in logical order when in a Interaction Hub Environment.» To avoid confusion in a Interaction Hub Environment, tiles in different databases that are merged should not repeat the same title in two different tiles. Notifications The Notifications framework provided by PeopleTools will display a badge with a count on the flag icon in the banner to notify users of any new Actions or Alerts. The following example shows a count of three Notifications: Figure 4: Example of banner showing three Notifications in a badge overlaying the flag icon Tapping the flag icon opens a modal window that displays Actions and Alerts: 4 FLUID NAVIGATION STANDARDS
9 Figure 5: Example of Notifications modal window showing Actions and Alerts when user clicks the flag icon Actions and Alerts that have not been viewed yet will have a blue circle next to them: Figure 6: Example of unviewed Actions in Notifications modal window 5 FLUID NAVIGATION STANDARDS
10 Tap an individual Action or Alert to transfer to the transaction. Alternatively, tap the View All link to see a detailed list of the transactions: Figure 7: Example of View All link in Notifications modal window After tapping the View All link, the View All Notifications window opens: Figure 8: Example of the View All Notifications window Once the user has viewed the Actions and Alerts, the blue circle will no longer appear next to them, and the system will recalculate the count for the Notifications flag: 6 FLUID NAVIGATION STANDARDS
11 Figure 9: Example of already viewed Actions and Alerts The Notifications framework may be used to provide users with easy navigation to transactions that need their attention. The two types of Notifications are:» Actions: Allow transfer to a transaction where some action may be performed.» Alerts: An informational message that may be deleted by the user. A transfer to the transaction may also be performed, but this is optional. Actions Actions are Notifications that enable users to navigate directly to transactions that need their attention. The following example shows a list of Actions that are awaiting an Approval action: 7 FLUID NAVIGATION STANDARDS
12 Figure 10: Example of Actions requiring an Approval action Alerts Alerts enable users to navigate to a transaction where a status or some other information may have changed, thus enabling users to see details of the change. The following example shows a count of 9 Alerts indicating that request for approval was granted. In this scenario, since the alert is informational, the user has the option of tapping the X icon to dismiss the alert because no action is required: Figure 11: Example of informational Alerts that require no action 8 FLUID NAVIGATION STANDARDS
13 Guidelines and recommendations for Notifications:» Use an Action type notification when a time-sensitive action must be taken. This type of notification is similar to workflow and can be used to notify a user that a transaction is awaiting input.» Use an Alert when it is important to communicate to the user that the status or some other transaction change was made. Allow transfer to the transaction if it makes sense for the functionality. Actions List The Actions List contains system-level actions as well as context actions:» Context Action: An action that is specific to the current component. Context Actions may enable the user to navigate to component-specific pages.» System Action: An action that is at the system level and is not related to a component. The following example from Company Directory shows three context actions and five system actions: Figure 12: Example of expanded Actions List showing three context actions (outlined) and five system actions Note: Context Actions are always listed first, followed by System Actions. Guidelines and recommendations for Context Actions:» Navigation from the Actions List should be used for non-primary actions.» Primary navigation should be placed in the main content area or in the left panel for component or page tab navigation.» When a page is accessed less frequently, the Actions List may be used for navigation so that the main content area can be used for primary tasks.» In general, the total number of Context Actions displayed for a component should not exceed six. 9 FLUID NAVIGATION STANDARDS
14 » Do not use the Actions List as a set of Quick Links. NavBar The NavBar contains the following elements:» Tiles» Second Level Content» Recent Places» My Favorites» Navigator Each of these elements is shown in the following example and described in the sections that follow. NavBar Recent Places My Favorites Navigator Related Actions Second Level Content NavBar Tile Figure 13: Example showing NavBar elements Tiles The two types of behavior for tiles on the NavBar when tapped are:» Transfer the user to a component.» Open Second Level Content. 10 FLUID NAVIGATION STANDARDS
15 A set of NavBar tiles is delivered out of the box. The system always displays the Recent Places, My Favorites, and Navigator PeopleTools tiles. Guidelines and recommendations for NavBar tiles:» The first three tiles that appear should appear at the top of the NavBar in the following order:» Recent Places» My Favorites» Navigator» Tiles selected to be in the NavBar should be the most frequently used functionality.» As delivered, no more than five tiles should be placed in the NavBar for a given user; all first-level tiles should be visible to the user.» In a Interaction Hub environment, the system will display all NavBar tiles selected across pillars, and the ordering will follow the sequence number defined for the tile in the content reference. When adding a new tile to the NavBar, work across pillars to determine what the sequence number of that tile will be when merged with all tiles from all pillars. Second Level Content Second Level Content in the NavBar enables users to:» Transfer to another page.» Open a modal window. Second Level Content may enable users to navigate to transactions. In the My Team example that follows, users have two options for navigating from the Second Level Content:» Navigate to a transaction via the Related Content icon.» Navigate to My Team via the Go to My Team button. Figure 14: Example of two options for navigating from Second Level Content, the Related Content icon or the Go to My Team button 11 FLUID NAVIGATION STANDARDS
16 Second Level Content may also enable users to perform actions without navigating away from the current context. In the following Project Team example, the Notify Resource action opens a modal window where an can be sent to a member of the project team. When the modal window is dismissed, the user remains in the same context they were in before launching the modal window to send an Figure 15: Example of modal window that enables users to perform an action without leaving initial context Guidelines and recommendations for NavBar Second Level Content:» Second Level Content may be informational only and does not need to provide navigation to another location.» Tapping Second Level Content may enable the user to navigate to another transaction. When the Second Level Content allows navigation to another transaction, use a chevron to indicate that the row is tappable.» Second Level Content may contain Related Actions that provide navigation to a transaction.» To avoid mis-tapping, do not provide a Related Action hotspot on top of a tappable row.» Do not have a hotspot on top of a tappable row because hotspots on tappable rows may cause mis-tapping and accessibility issues. Recent Places The Recent Places tile in the NavBar stores a list of recently visited components. Users can easily navigate back to components from this list. My Favorites The My Favorites tile in the NavBar stores a list of components the user has marked as Favorites. This tile enables the user to choose frequently visited components and add them to a list for easy access. Navigator 12 FLUID NAVIGATION STANDARDS
17 The Navigator provides navigation access to all components that are registered in the Portal Registry as Content References and are marked as visible in the PeopleTools Portal Structure and Content. The following example shows the top level when the Navigator NavBar tile is selected in a Interaction Hub environment: Figure 16: Example of top level when Navigator NavBar tile is selected in Interaction Hub environment Guidelines and recommendations for NavBar Navigator:» The Navigator is not intended to be the primary method of Fluid navigation.» The primary method for Fluid navigation is via Homepages, the NavBar, Application Start pages, and Application Homepages. The Navigator supports legacy PeopleSoft hierarchical navigation to Classic components. Search Results Global Search uses the SES and PeopleTools Global Search framework. Global Search is accessed differently based on the size of the device or window:» Access is from the Actions List when the window width becomes small enough that the search operation is moved into the Actions List.» Access is from the magnifying glass icon in the banner when the window width is large enough to accommodate the Search icon. 13 FLUID NAVIGATION STANDARDS
18 Example of a Global Search from the banner: Figure 18: Example of accessing Global Search from the banner Example of a Global Search from the Actions List: Figure 19: Example of accessing Global Search from the Actions List The system displays the search results in a two-panel layout on form factors other than the small form factor: 14 FLUID NAVIGATION STANDARDS
19 Figure 20: Example of Global Search results in non-small form factor device Global Search results may display Related Actions when the component-level related action was configured in Related Content Services: 15 FLUID NAVIGATION STANDARDS
20 Figure 21: Example of Global Search results with Related Actions General guidelines and recommendations for Global Search Results:» Include Related Actions in the search results when the user may navigate to a number of different transactions from the search results.» Enable users to access components using free text search without having to provide required key fields such as SetID, Business Unit, and so on.» Provide users with keyword search capability that spawns an entire suite of functionality instead of a particular component.» Show search results only as a List view; Grid view and other views are not supported. Application Start Pages Use an Application Start page to reduce the navigation burden. The Fluid navigation paradigm moves away from the deep locator link ( breadcrumb ) hierarchy used in Classic PIA that may require a user to click many times to navigate the Classic menu hierarchy. Instead, components are grouped into an Application Start page, where a user can easily navigate among the different components. Application Start pages are typically accessed via the homepage and are only one click away. This ease of access provides the user with two-click access to navigate to the components they need to open. Application Start pages are also used to reduce the total number of tiles on a homepage. Refer to the Homepages topic for guidelines on limiting the number of tiles on a homepage. Grouping components into an Application Start 16 FLUID NAVIGATION STANDARDS
21 page allows developers to reduce the total number of tiles that would be required if they mapped a single tile to every Fluid component. Fluid and Classic Coexistence With PeopleTools 8.55, PeopleSoft will deliver a single Fluid homepage with one overall branding theme that will be the same whether the user is in a Classic PIA component or a Fluid component: Figure 23: Progression to single Fluid Homepage with one overall branding theme Navigation between Fluid and Classic components will no longer be separate. Every user will land on a Fluid Homepage that may contain tiles that transfer the user to a Fluid or a Classic component. Similarly, an Application Start page may contain both Classic components and Fluid components in the left panel. The following navigational flows may be used based on functional requirements: 1. Left Panel item directly opens a Fluid component. Left Panel Item Fluid Component 2. Left Panel item directly opens a Classic component. Left Panel Item Classic Component 3. Left Panel item directly opens a Fluid component, which in turn opens a Classic component. Left Panel Item Fluid Component Classic Component The following Application Start page contains an example of each of the three navigational flows shown previously: 17 FLUID NAVIGATION STANDARDS
22 Figure 24: Example of three navigational flows Example Flow: Benefits Summary Left Panel Item Benefits Summary Fluid Component Benefits Summary 18 FLUID NAVIGATION STANDARDS
23 Figure 25: Example of Left Panel item directly opens a Fluid component Example Flow: Benefits Enrollment Left Panel Item Benefits Enrollment Classic Component Benefits Enrollment 19 FLUID NAVIGATION STANDARDS
24 Figure 26: Example of Left Panel item directly opens a Classic component Example Flow: Life Events Left Panel Item Life Events Fluid Component Life Events Classic Component Selected Event 20 FLUID NAVIGATION STANDARDS
25 1 2 Figure 27: Example of Left Panel item directly opens a Fluid component, which in turn opens a Classic component Small Form Factor On the small form factor, instead of a two panel layout, a component is used to display the left panel content that is shown in non-small form factors. Figure 28: Example on a small form factor 21 FLUID NAVIGATION STANDARDS
26 On the small form factor:» No component is selected when the page is opened.» A list view with icon construct is used to display each component in the list.» The back button in the upper left of the selected component returns the user to the list of components on the Application Start page. This example shows the navigation flow using the small form factor: Figure 29: Example of navigation flow using the small form factor Non-Small Form Factor For non-small factors, an Application Start page uses a two-panel layout with a list of related components in the left panel and the selected component displayed in the content area. The selected component changes to green. In non-small form factors:» The first component in the list is selected when the page is opened.» A list of components appears in the left panel, and the selected component appears in the content area.» The back button in the upper left of the selected component returns the user to the previous page, typically a Fluid homepage. The following example shows an Application Start page on a tablet: 22 FLUID NAVIGATION STANDARDS
27 Figure 30: Example of Application Start page on a tablet device Guidelines and recommendations for Application Start pages:» Group functionally similar components in an Application Start page.» Provide each component with a unique image so that when it is added to a homepage, that unique image will appear on the homepage tile and it should match the image that appears next to that component in the Application Start page.» Ensure that the page contains no more than eight to ten components.» Ensure that the first component in the list will be selected and loaded when the start page is first opened for tablet and larger form factors.» Ensure that no items will be selected on the small form factor when it is first opened.» Ensure that the Application Start page will handle user security.» Order the components based on the level of usage. Administrators and end users will not have the ability to reorder the components.» In general, make the left panel fixed and not collapsible for medium and larger form factors. The left panel may be set to collapsible when the entire right content area needs to be displayed to accommodate a large amount of information. For example, Org Chart Viewer requires a large amount of horizontal space. Application Homepages An Application Homepage provides navigation launch points to components, similar to an Application Start page. However, an Application Homepage contains tiles rather than a list of links, as is seen in the Application Start page. 23 FLUID NAVIGATION STANDARDS
28 The tiles in the Application Homepage contain charts and other live data. Use an Application Homepage when you want to convey high-level summary information to users that will allow them to determine whether they want to open the component. These examples show a side-by-side comparison of an Application Start page and an Application Homepage: Figure 31: Example of Application Start page on left and Application Homepage on right In both cases, functionally similar components are grouped. In the Application Start page, however, navigation between components is done by selecting a component in the left panel of the page, which contains only an icon and a label. In the Application Homepage, navigation between components is done by returning to the Application Homepage and selecting a component. The Application Homepage contains tiles with live data that provides additional information to the user. The following example shows navigation to the Application Homepage from a homepage tile: Figure 32: Example of navigating from a homepage tile to an Application Homepage 24 FLUID NAVIGATION STANDARDS
29 Guidelines and recommendations for Application Homepages:» Provide live data in the tiles showing a high-level summary of information that is important to the user.» As with an Application Start page, the Application Homepage should group functionally similar components.» Do not add unnecessary hierarchy to the navigation that requires users to tap through multiple tiles to reach their destination. When intermediary tiles are used, they should add value for the user.» Do not use a homepage tile to transfer to another homepage. This action will confuse the user, and they will not know how to get back to the homepage from which they started. Instead, use the Application Homepage that will be available in PeopleTools Release Single Component with Page Tabs and Page Subtabs Use page tabs when a large amount of information must be displayed to the user. Rather than placing all of the fields on a single page and allowing it to scroll, break up the information into logical groupings and place on separate pages. Use page tabs to navigate among the separate groups of information. Horizontal page tabs in Fluid are not recommended because they do not display well in the space provided in the small form factor, and the overflow of tabs becomes an issue as browser window width is reduced. Tabs displayed vertically in the left panel provide a responsive design that renders well on all form factors. The following example shows the traditional, horizontal display of tabs found in Classic PIA. This representation of tabs consumes a large amount of horizontal space: Figure 33: Example of Classic PIA tab layout, which consumes a large amount of horizontal space In Fluid, two design patterns are available in a two-panel layout for navigating various sections of a component:» Page with tabs» Page with tabs and subtabs The following example shows how page tabs and page subtabs can be placed in the left panel, where the tabs can scroll vertically: 25 FLUID NAVIGATION STANDARDS
30 Figure 34: Example of page tabs and subtabs in left panel, where they can scroll vertically Note: Page subtabs may only be one level deep, as shown in Figure 34. Guidelines and recommendations for a component with page tabs and subpage tabs:» Do not display a long list of navigation links horizontally across the page because it will result in horizontal scrolling in smaller windows and in a portrait orientation in smaller form factors. Consider using page tabs and subtabs instead.» Display page tabs and page subtabs in the left panel of a two-panel layout, as shown in the previous figure. Do not display page tabs horizontally across a page.» By default, display the contents of the first tab in the list in the left panel in the right side content area. Select the primary information as the first tab. Activity Guides The Activity Guide Framework will be updated in PeopleTools Release An Activity Guide standard is scheduled to be written but does not currently exist. The Activity Guide provides a user friendly framework for guiding a user through a set of related tasks either sequentially or non-sequentially. The user navigates through a set of steps created by the Activity Guide Designer. In general, once a user is in the Activity Guide, they should not have actions that would allow them to navigate away from the Activity Guide before it is complete or before they purposefully exit it. 26 FLUID NAVIGATION STANDARDS
31 The options for navigating to an Activity Guide are via:» Homepage tiles» Application Homepage tiles» Application Start pages» WorkCenters» Related Actions» Component page links» NavBar tiles USING OPTIMIZED AND NON-OPTIMIZED ACTIVITY GUIDES Activity Guide Type Optimized Activity Guide Non-optimized Activity Guide Guidelines for Use Use when the Activity Guide does not contain any steps that display a left panel or application header. An optimized Activity Guide:» Is designed to be optimized for the Activity guide framework.» Supports both sequential and nonsequential processes.» Discourages user from transferring away from the process.» Does not use the left panel.» Does not use custom applications header.» Could be a Single Unit of Work design.» Evaluates Applications Save button placement as part of the optimization process.» Uses the modified PeopleTools banner in Guided mode:» New navigation functionality: Exit, Next, Previous» Actions List contains Home» Optional functionality: Notification Not available in Guided mode: Search, NavBar Use when you have an Activity Guide step that contains a page with a left panel or application header. When a step contains a page with a left panel, the left panel contents of the page will appear, and the list of Activity Guide steps will move to a drop down list in the banner. A non-optimized Activity Guide:» Supports both sequential and nonsequential processes.» Discourages user from transferring away from the process.» Uses the modified PeopleTools banner in Guided mode:» New navigation functionality: Exit, Next, Previous» Actions List contains Home» Optional functionality: Notification Not available in Guided mode: Search, NavBar Guidelines and recommendations for Activity Guides:» Do not navigate to an Activity Guide from a modal window.» Do not use Activity Guides in the content area of a two-panel layout. Navigation Collections In PeopleTools Release 8.55, you can use Navigation Collections to:» Create NavBar tiles that open the list of links from the Navigation Collection in the Second Level Content area of the NavBar. 27 FLUID NAVIGATION STANDARDS
32 » Render an Application Start page with the links from the Navigation Collection in the left panel of an Activity Guide. The Navigation Collection is used in conjunction with a Content Reference, and the Activity Guide is used to render the page. It does not require any setup in the Activity Guide Framework. NavBar Tile Navigation Collection A NavBar tile opens Navigation Collection links in the Second Level Content area: Figure 35: Example of Navigation Collection links opened in the Second Level Content area from a NavBar tile Optimized Application Start Page The Application Start page shown here is optimized. The left panel contains a list of links defined by a Navigation Collection, and none of the links opens a Fluid page with a left panel or application header: 28 FLUID NAVIGATION STANDARDS
33 Figure 36: Example of optimized Application Start page Non-Optimized Application Start Page The Application Start page shown here is non-optimized. The links from the Navigation Collection are contained in the banner drop-down menu. 29 FLUID NAVIGATION STANDARDS
34 Figure 37: Example of non-optimized Application Start page GUIDELINES FOR USING NAVBAR TILES AND APPLICATION START PAGES Type NavBar tiles Application Start pages Guidelines for Use» Use when a group of links is needed for quick navigation.» Navigation Collections allow an unlimited number of grouping levels for the transaction links; limit the number of levels in the Navigation Collection to four or less.» Provide meaningful Navigation Collection names and folder names for the groups of links.» Use when you want to navigate between components, from the left panel, or from the banner drop-down menu.» Ensure that Navigation Collections are no more than two levels deep. Related Actions Related Actions are key to providing seamless, quick navigation between components without requiring the user to perform a large number of clicks, taps, and page refreshes when moving from one component to another. Rather than requiring the user to back out of a component to the homepage and then move forward again to open a new component, Related Actions enable the user to move directly between components. Guidelines and recommendations for Related Actions: 30 FLUID NAVIGATION STANDARDS
35 » When designing new Fluid pages, evaluate each page to see if it makes sense to place Related Actions on the page to help the user in navigating through their various business processes.» If it is possible to assist the user by reducing navigation click counts through the use of Related Actions, then place the appropriate Related Actions on the page.» Do not provide excessive unrelated Related Actions on a page. Navigating through a deep menu hierarchy in the Related Actions structure would require numerous clicks, which would be burdensome to the user and should be avoided. Pivot Grids You may use Pivot Grids to guide the user to specific components and transactions based on aggregated business data. Users may drill into more and more detailed aggregated data within the Pivot Grid, which leads to a list of links for navigating to specific transactions of interest. Pivot Grids and Charts may be used to provide summary level data to users with the ability to change a particular view of the data easily and, ultimately, to allow users to navigate to specific transactions where they may take an action based on their data analysis. Comparison of Design Patterns The following table provides a guide to the appropriate use of each of the different design patterns in this document. Use this guide to help you determine the best navigation approach for your functionality. DESIGN PATTERNS Homepage Application Start Page Application Homepage Activity Guide Minimum PeopleTools Release Description Page containing tiles that appear following login. Page displaying a list of related components in the left panel with the selected component in the right panel. Page containing functionally similar tiles with live data. Page displaying a list of steps in the left panel with the selected step in the right panel or a page displaying a simple horizontal train stop. Navigation Login > Homepage Homepage > Tile > Application Start page Homepage > Tile > Application Homepage Homepage > Tile > Activity Guide Homepage > Tile > Application Start Page > Activity Guide Homepage > Tile > Component > Activity Guide Implementation Group functionally similar tiles on a Role Based Homepage. Allows groupings of tiles based on the user s role, for example, Manager, Employee, Administrator. Group functionally similar components in a page with a two-panel layout. The list of components contains an icon, a title, and an optional count. Allows groupings of Group functionally similar live tiles on a page. Similar to an Application Start page but uses live data on tiles to convey high-level information to users. Use the PeopleTools Release 8.55 Activity Guide Framework to create Activity Guides. 31 FLUID NAVIGATION STANDARDS
36 similar components to improve the experience of navigating quickly from component to component. Usage Use no more than 5 homepages per user and no more than 9 tiles per homepage. Use this construct to avoid having a large number of tiles on a homepage or a large number of homepages. Use when no summarylevel metric data is available to be displayed for each component. If you have summary-level data to display for each component, consider using the Application Homepage. Use this construct to avoid having a large number of tiles on a homepage or a large number of homepages. Use when you have summary-level data to display in tiles and you do not want to open any component by default. Use this framework when it will improve the user s experience to be guided through a set of steps to complete an activity. 32 FLUID NAVIGATION STANDARDS
37 Oracle Corporation, World Headquarters Worldwide Inquiries 500 Oracle Parkway Phone: Redwood Shores, CA 94065, USA Fax: CONNECT WITH US blogs.oracle.com/oracle facebook.com/oracle twitter.com/oracle oracle.com Copyright 2015, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group White Paper Title October 2015 Author: [OPTIONAL] Contributing Authors: [OPTIONAL]
Creating Custom Project Administrator Role to Review Project Performance and Analyze KPI Categories Worked Example ORACLE PPM CLOUD SERVICES SOLUTION OVERVIEW MAY 2018 Disclaimer The following is intended
Generate Invoice and Revenue for Labor Transactions Based on Rates Defined for Project and Task O R A C L E P P M C L O U D S E R V I C E S S O L U T I O N O V E R V I E W D E C E M B E R 2017 Disclaimer
Tutorial on How to Publish an OCI Image Listing Publish an OCI Image Listing F13637-01 JANUARY 2019 DISCLAIMER The following is intended to outline our general product direction. It is intended for information
ORACLE CORPORATION PeopleSoft Fluid Icon Standards Fluid User Experience November 2015 PeopleSoft Fluid Icon Standards Copyright 2015, Oracle and/or its affiliates. All rights reserved. This software and
Veritas NetBackup and Oracle Cloud Infrastructure Object Storage ORACLE HOW TO GUIDE FEBRUARY 2018 0. Disclaimer The following is intended to outline our general product direction. It is intended for information
ORACLE CORPORATION PeopleSoft Fluid Related Action Standards Fluid User Experience November 2015 PeopleSoft Fluid Related Action Standards Copyright 2015, Oracle and/or its affiliates. All rights reserved.
Loading User Update Requests Using HCM Data Loader Oracle Fusion Human Capital Management 11g Release 11 (11.1.11) Update 8 O R A C L E W H I T E P A P E R N O V E M B E R 2 0 1 7 Table of Contents Loading
Load Project Organizations Using HCM Data Loader O R A C L E P P M C L O U D S E R V I C E S S O L U T I O N O V E R V I E W A U G U S T 2018 Disclaimer The following is intended to outline our general
ORACLE CORPORATION PeopleSoft Fluid Buttons Standards Fluid User Experience November 2015 PeopleSoft Fluid Buttons Standards Copyright 2015, Oracle and/or its affiliates. All rights reserved. This software
An Oracle White Paper: November 2011 Installation Instructions: Oracle XML DB XFILES Demonstration Table of Contents Installation Instructions: Oracle XML DB XFILES Demonstration... 1 Executive Overview...
Oracle Fusion Configurator Configurator Modeling Walk Through O R A C L E W H I T E P A P E R M A R C H 2 0 1 8 Table of Contents Introduction 1 Assumptions 1 Product Information Management Setup 2 Item
JD Edwards EnterpriseOne Licensing Disabling Client Licensing for Various Tools Releases O R A C L E W H I T E P A P E R O C T O B E R 2 0 1 5 Disclaimer The following is intended to outline our general
April 2013 Understanding Federated Single Sign-On (SSO) Process Understanding Federated Single Sign-On Process (SSO) Disclaimer The following is intended to outline our general product direction. It is
Product Release Notes Release 33 October 2016 VERSION 20161021 Table of Contents Document Versioning 2 Overview 3 Known Issues 3 Usability 3 Drag and Drop Column Reordering is not Supported in some Admin
Oracle Secure Backup Getting Started with Cloud Storage Devices O R A C L E W H I T E P A P E R F E B R U A R Y 2 0 1 8 Disclaimer The following is intended to outline our general product direction. It
Product Release Notes Release 32 June 2016 VERSION 20160624 Table of Contents Document Versioning 2 Overview 3 Known Issues 3 Usability 3 Action Bar Applets Do Not Collapse if the User Refines a List Within
Technical Upgrade Guidance SEA->SIA migration Oracle Siebel Customer Relationship Management Applications Siebel Industry-Driven CRM November 2011 This document is intended to outline our general product
Product Release Notes Release 31 February 2016 VERSION 20160226 Table of Contents Document Versioning 3 Overview 4 Known Issues 4 Analytics 4 Internet Explorer 11 Error When Downloading Reports with Names
An Oracle White Paper December, 3 rd 2014 Oracle Metadata Management v188.8.131.52.1 Oracle Metadata Management version 184.108.40.206.1 - December, 3 rd 2014 Disclaimer This document is for informational purposes.
Oracle Data Provider for.net Microsoft.NET Core and Entity Framework Core O R A C L E S T A T E M E N T O F D I R E C T I O N F E B R U A R Y 2 0 1 8 Disclaimer The following is intended to outline our
Pricing Cloud: Upgrading to R13 - Manual Price Adjustments from the R11/R12 Price Override Solution O R A C L E W H I T E P A P E R A P R I L 2 0 1 8 Disclaimer The following is intended to outline our
JD Edwards EnterpriseOne User Experience K E Y F E A T U R E S A N D B E N E F I T S Highly interactive interface that leverages Dynamic HTML and provides immediate feedback to the user. UX One role-based
A Joint Oracle Teradata White Paper September 2011 Configuring Oracle Business Intelligence Enterprise Edition to Support Teradata Database Query Banding Introduction... 1 Step 1. Query Band Configuration
Oracle DIVArchive Storage Plan Manager Feature Description ORACLE TECHNICAL WHITE PAPER UPDATED MAY 2015 Introduction: What Is a Storage Plan? Storage plans are policies managing the lifecycle of objects
Oracle WebLogic Portal O R A C L E S T A T EM EN T O F D I R E C T IO N F E B R U A R Y 2016 Disclaimer The following is intended to outline our general product direction. It is intended for information
ACSLS Manager Software Overview and Frequently Asked Questions Overview Management of distributed tape libraries is both timeconsuming and costlyinvolving multiple libraries, multiple backup applications,
Oracle Cloud Applications Oracle Transactional Business Intelligence BI Catalog Folder Management Release 11+ ORACLE WHITE PAPER November 2017 ORACLE WHITE PAPER November 2017 Table of Contents Introduction
Oracle CIoud Infrastructure Load Balancing Connectivity with Ravello O R A C L E W H I T E P A P E R M A R C H 2 0 1 8 Oracle Cloud Infrastructure Ravello Cloud Service Oracle Cloud Infrastructure Ravello
WebCenter Portal Task Flow Customization in 12c O R A C L E W H I T E P A P E R J U N E 2 0 1 7 Disclaimer The following is intended to outline our general product direction. It is intended for information
ERP CLOUD Subledger Accounting ing Journals s Oracle Financials for EMEA Table of Contents 1. Purpose of the document 3 2. Assumptions and Prerequisites 3 3. Feature Specific Setup 4 Implementation 4 Assign
Frequently Asked Questions Oracle Content Management Integration An Oracle White Paper June 2007 NOTE: The following is intended to outline our general product direction. It is intended for information
An Oracle White Paper September 2010 Handling Memory Ordering in Multithreaded Applications with Oracle Solaris Studio 12 Update 2: Part 2, Memory Introduction... 1 What Is Memory Ordering?... 2 More About
Oracle Enterprise Data Quality 220.127.116.11 New Features Overview Integrated Profiling, New Data Services, New Processors O R A C L E W H I T E P A P E R J U L Y 2 0 1 6 Table of Contents Executive Overview
October 2017 Oracle Application Express Statement of Direction Disclaimer This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle.
Using the Oracle Business Intelligence Publisher Memory Guard Features August 2013 Contents What Are the Memory Guard Features?... 3 Specify a maximum data sized allowed for online processing... 3 Specify
An Oracle White Paper June 2011 Oracle Service Registry - Oracle Enterprise Gateway Integration Guide 1 / 19 Disclaimer The following is intended to outline our general product direction. It is intended
Oracle JD Edwards EnterpriseOne Object Usage Tracking Performance Characterization Using JD Edwards EnterpriseOne Object Usage Tracking ORACLE WHITE PAPER JULY 2017 Disclaimer The following is intended
An Oracle White Paper March 2012 How to Define an Importer Returning Error Messages to the Oracle Web Applications Desktop Integrator Document Disclaimer The following is intended to outline our general
AUGUST 6, 2018 DISCLAIMER 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
Migrating VMs from VMware vsphere to Oracle Private Cloud Appliance 2.3.1 O R A C L E W H I T E P A P E R O C T O B E R 2 0 1 7 Table of Contents Introduction 2 Environment 3 Install Coriolis VM on Oracle
See What's Coming in Oracle Taleo Business Edition Cloud Service Release 15B2 Release Content Document October 2015 TABLE OF CONTENTS REVISION HISTORY... 3 TALEO BUSINESS EDITION... 4 CAREERS WEBSITE...
Oracle Enterprise Performance Reporting Cloud What s New in February 2017 Update (17.02) February 2017 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE ENTERPRISE PERFORMANCE REPORTING CLOUD, FEBRUARY UPDATE...
Oracle Service Cloud Agent Browser UI November 2017 What s New TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 3 WORKSPACES... 3 Rowspan Workspace Designer Configuration Option... 3 Best Answer Incident
Oracle Financial Consolidation and Close Cloud What s New in the August Update (17.08) July 2017 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE FINANCIAL CONSOLIDATION AND CLOSE CLOUD, AUGUST UPDATE...
Oracle JD Edwards EnterpriseOne Object Usage Tracking Performance Characterization Using JD Edwards EnterpriseOne Object Usage Tracking ORACLE WHITE PAPER NOVEMBER 2017 Disclaimer The following is intended
An Oracle White Paper May 2014 Integrating Oracle SuperCluster Engineered Systems with a Data Center s 1 GbE and 10 GbE s Using Oracle Switch ES1-24 Introduction... 1 Integrating Oracle SuperCluster T5-8
Oracle Data Masking and Subsetting Frequently Asked Questions (FAQ) S E P T E M B E R 2 0 1 6 Product Overview Q: What is Data Masking and Subsetting? A: Data Masking or Static Data Masking is the process
An Oracle White Paper September 2010 Handling Memory Ordering in Multithreaded Applications with Oracle Solaris Studio 12 Update 2: Part 1, Compiler Introduction... 1 What Is Memory Ordering?... 2 Compiler
An Oracle White Paper April, 2011 PeopleSoft Applications Portal and WorkCenter Pages Creating a Compelling User Experience Introduction... 3 Creating a Better User Experience... 4 User Experience Possibilities...
TABLE OF CONTENTS DOCUMENT HISTORY 3 UPDATE 17D 3 Revision History 3 Overview 3 User Experience 4 Archive and Purge Workflow Tasks 4 Show Help Icons by Default 4 UPDATE 17B 4 Revision History 4 Overview
How to Monitor Oracle Private Cloud Appliance with Oracle Enterprise Manager 13c O R A C L E W H I T E P A P E R J U L Y 2 0 1 8 Introduction 2 Configuration of Oracle Enterprise Manager 13c to discover
Oracle Enterprise Performance Reporting Cloud What s New in the November Update (16.11) November 2016 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE ENTERPRISE PERFORMANCE REPORTING CLOUD, NOVEMBER UPDATE...
Oracle Enterprise Performance Reporting Cloud What s New in September 2016 Release (16.09) August 2016 TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 4 Give Us Feedback... 4 RELEASE FEATURE SUMMARY...
An Oracle White Paper February 2012 Benefits of an Exclusive Multimaster Deployment of Oracle Directory Server Enterprise Edition Disclaimer The following is intended to outline our general product direction.
FLUID UI FAQs Q1. What is Fluid UI? A. Fluid User Interface is designed as a significant improvement over the PeopleSoft classic user interface, which aims to provide customers with an enhanced and intuitive
Oracle Social Network Release 11 Release Content Document December 2015 TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 4 UPDATES TO SOCIAL IN ORACLE APPLICATIONS CLOUD... 4 DESKTOP CLIENT IMPROVEMENTS...
Oracle NoSQL Database Parent-Child Joins and Aggregation O R A C L E W H I T E P A P E R A P R I L, 2 0 1 8 Table of Contents Introduction 1 Parent Table Child Table Joins 2 Comparison to RDBMS LEFT OUTER
An Oracle White Paper June 2011 Oracle Virtual Directory 11g Oracle Enterprise Gateway Integration Guide 1 / 25 Disclaimer The following is intended to outline our general product direction. It is intended
ORACLE CORPORATION PeopleSoft Fluid Messages Standard Fluid User Experience November 2015 PeopleSoft Fluid Messages Standards Copyright 2015, Oracle and/or its affiliates. All rights reserved. This software
Deploy VPN IPSec Tunnels on Oracle Cloud Infrastructure White Paper September 2017 Version 1.0 Disclaimer The following is intended to outline our general product direction. It is intended for information
Siebel CRM Applications on Oracle Ravello Cloud Service ORACLE WHITE PAPER AUGUST 2017 Oracle Ravello is an overlay cloud that enables enterprises to run their VMware and KVM applications with data-center-like
An Oracle White Paper July 2011 Oracle WebCenter Portal: Copying a Runtime-Created Skin to a Portlet Producer Introduction This white paper describes a method for copying runtime-created skins from a WebCenter
Oracle Responsys Release 18B New Feature Summary ORACLE TABLE OF CONTENTS Revision History 4 Overview 4 APIs 4 New Throttling Limits for Web Services APIs 4 New Asynchronous Web Services APIs 5 New REST
An Oracle White Paper Oct 2013 ADF Faces Layout Basics Disclaimer The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated
Oracle Taleo Cloud for Midsize (Taleo Business Edition) Release 18B What s New TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 4 RELEASE FEATURE SUMMARY... 4 PLATFORM ENHANCEMENTS... 5 Password Settings...
Oracle Planning and Budgeting Cloud July Update (16.07) Release Content Document July 2016 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE PLANNING AND BUDGETING CLOUD, JULY UPDATE... 4 ANNOUNCEMENTS...
Oracle Taleo Cloud for Midsize (Taleo Business Edition) Release 17B2 What s New TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 4 RELEASE FEATURE SUMMARY... 4 TALENT CENTER ENHANCEMENTS... 5 My Offer
Oracle Social Network What's New in Release 11 March 2016 TABLE OF CONTENTS REVISION HISTORY... 4 OVERVIEW... 5 Give Us Feedback... 5 Security & New Features... 5 RELEASE FEATURE SUMMARY... 6 UPDATES TO
Oracle Financial Consolidation and Close Cloud What s New in the December Update (16.12) December 2016 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE FINANCIAL CONSOLIDATION AND CLOSE CLOUD, DECEMBER UPDATE...
Oracle Database Vault Best Practices ORACLE WHITE PAPER MAY 2015 Table of Contents Executive Overview 2 Installation 3 Pre-Installation Notes 3 Separation of Duty 3 Separation of Duty Matrix 4 Oracle Database
Bastion Hosts Protected Access for Virtual Cloud Networks O R A C L E W H I T E P A P E R F E B R U A R Y 2 0 1 8 Disclaimer The following is intended to outline our general product direction. It is intended
Establishing secure connections between Oracle Ravello and Oracle Database Cloud O R A C L E W H I T E P A P E R N O V E M E B E R 2 0 1 7 Table of Contents APPLICATION ARCHITECTURE OVERVIEW 2 CONNECTING
Oracle Utilities CC&B V2.3.1 and MDM V2.0.1 Integrations Utility Reference Model 5.6.4 Synchronize Master Data October 2011 Oracle Utilities CC&B V2.3.1 to MDM V2.0.1 Integration Utility Reference Model
RAC Database on Oracle Ravello Cloud Service O R A C L E W H I T E P A P E R A U G U S T 2017 Oracle Ravello is an overlay cloud that enables enterprises to run their VMware and KVM applications with data-center-like
Repairing the Broken State of Data Protection April 2016 Oracle s modern data protection solutions address both business continuity and disaster recovery, reducing IT costs and simplifying data protection
Extreme Performance Platform for Real-Time Streaming Analytics Achieve Massive Scalability on SPARC T7 with Oracle Stream Analytics O R A C L E W H I T E P A P E R A P R I L 2 0 1 6 Disclaimer The following
Oracle Flashback Data Archive (FDA) O R A C L E W H I T E P A P E R M A R C H 2 0 1 8 Table of Contents Disclaimer 1 Introduction 2 Tracking/Viewing Changes is Complicated 3 Enabling Flashback Data Archive
Oracle Database 10g Release 2 Database Vault - Restricting the DBA From Accessing Business Data An Oracle White Paper August 2006 Oracle Database Vault Overview Oracle Database Vault enables you to Restrict
An Oracle White Paper October 2013 Deploying and Developing Oracle Application Express with Oracle Database 12c Disclaimer The following is intended to outline our general product direction. It is intended
Oracle Business Activity Monitoring 12c Best Practices ORACLE WHITE PAPER DECEMBER 2015 Disclaimer The following is intended to outline our general product direction. It is intended for information purposes
Oracle FLEXCUBE Direct Banking Release 12.0.0 Dashboard Widgets Transfer Payments User Manual Part No. E52305-01 Dashboard Widgets User Manual Table of Contents 1. Transaction Host Integration Matrix...