Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PeopleTools Developer: PeopleTools 8.53 in Action Christine Libby FSCM Architect Russell Broom HCM Architect 2

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. 3

Goals for this Session Raise awareness on PeopleTools 8.53 Help understand new PeopleTools features from a developer s point of view: What are the benefits for implementing a feature? What things should you watch out for? What are the limitations? Is feature usable out of the box or does it require additional configuration or customization? What is the estimated level of effort to implement in a Tools Only Upgrade? Simple Moderate Complex Disclaimer: Examples/demo s are intended for illustrative purposes only. 4

Topics Related Content/Actions - Enhanced Activity Guide - New Pivot Grids - Enhanced Appendix Modal Windows Enhanced 5

Related Content/Actions Framework 6

Related Actions/Content Framework Overview Allows extension of a transaction without customizing the component Streamlined user interaction Can do actions, tasks, see related information without leaving the transaction Contextual based Map to fields on the current page to bring up related/contextual information Managed Object starting in 8.52 PeopleTools 7

Related Actions/Content Framework Types of Services Allowed Via a Service Definition Application Class Embedded Pagelet External URL OBIEE pagelet Query Script Component Directly in Manage RC/RA transaction Content Reference /CREF Service Pagelet 8

Related Actions/Content Framework Related Content Overview Brings additional, supplemental information into your transaction in a bottom or side frame Ideal for information that will help users complete the current task Need to see both at the same time, display only information, help/instructions, etc. First introduced in 8.50 but has been enhanced every release 9

Related Actions/Content Framework Related Content Example 10

Related Actions/Content Framework Related Actions Overview Ties additional actions to a transaction without customizing Allows you to access related tasks without leaving the transaction Can add to any transaction, SES search results, pagelets Can now add to a Pivot Grid (New in 8.53) 11

Related Actions/Content Framework Related Actions Overview - continued Instead of displaying in split frame, Related Actions Can be opened in modal window, new window, or replace the current window Can also be PeopleCode logic that is executed to perform a task - no window launched 12

Related Actions/Content Framework Implementing/Invoke the Context Menu Different ways the Context Menu can be invoked: Red Glyph Indicator on a field (Can tie it to any visible field) 13

Related Actions/Content - Invoking Red Glyph Indicator Right clicking on field with red glyph will bring up it s context menu. Requires NO modification of the page in Application Designer. 14

Related Actions/Content Framework Implementing/Invoke the Context Menu Context menu can be invoked: Red Glyph Indicator on a field (Can tie it to any visible field) Actions Drop Down Menu (New in 8.53) 15

Related Actions/Content - Invoking Actions Drop Down Widget Clicking on the Actions drop down widget will bring up it s context menu. Requires modification to the page in Application Designer. 16

Related Actions/Content - Invoking SES Search Related Actions Mouse over row to see grey bar, then click on bar to bring up the context menu. 18

Related Actions/Content - Invoking Related Content drop down Click on the Related Content drop down in the transaction header area. ONLY for Component Level Related Content Services. (Mapped to Component Keys) 20

Related Actions/Content Framework What s new in PeopleTools 8.53 Ability to add related actions to Pivot Grids (Demo in Pivot Grid Section) New Actions Drop Down Widget (Demo) Optional way to display context menu vs. red glyph Requires Page customization 9.2 Applications taking advantage of new widget in some places. Customer s can add more to an existing Action Drop down widget field - not a customization. Creating a new Action drop down widget would be a customization. 21

Implementing Related Actions: Focus on Action Dropdown Widget 22

Related Actions/Content - Invoking Actions Drop Down Widget Can be anywhere on a page, not just in a grid. Especially useful in a grid to consolidate actions. 23

Actions Widget New button type 1. Open page in Application Designer 2. Add button/hyperlink widget in desired location 3. Set the new properties - New Type Action Widget - Tie it to a work record/field - Label can be set to anything (doesn t have to say Actions ) - No PeopleCode is needed. 4. Save the page 24

Side Note: Alternate way of maintaining Pivot Grid actions. Manage Related Content Service transaction is where you maintain all related content and related actions. 25

Select the desired component you want to setup new related content/actions within. Use the Assign Related Content to an Application Page link to assign to a transaction not already listed. 26

Use Tab 1 to configure Related Content services (Shown in bottom/right split frame) Grid 1: Used for services that are for the entire component based on component keys only. (Shown in the transaction header bar) Grid 2: Used for services that are field context sensitive. (Shown in field s context menu via red glyph or actions widget) 27

Use Tab 2 to configure Related Action services. (modal, new window, etc.) Grid 1: Used for services that are at the component level. (ex. Shown in SES Search results) Grid 2: Used for services that are field context sensitive. (Shown in field s context menu via red glyph or actions widget) 28

Enter service information into 2 nd grid: -Tie to a service definition or Content Ref -Indicate target type Use the Configure button to map the values and associate to the newly added Action widget field (or any other field). 29

Map the parameters for the service/content reference to any page field in the source component. Only need to map the required keys you will also often see alternate keys listed. Use the Select button in Menu Options box to associate this service to the actions widget field added earlier. (Or any field) 30

Can sort by the Actions Field column to select the field that was added earlier to the page. Note: Picking any other field would show the traditional red glyph within that field. 31

Last tab is used to: - Configure the order/appearances of the context menu(s). - Configure the related content frame (bottom, right). Pressing Configure Layout will bring up the a configuration page. 32

Layout for Related Actions: Can add folders to better organize/group the items. 33

Related Actions Summary Benefits Bring in related information in bottom/right frame to supplement the transaction without customizing Tie in related actions for better productivity - don t have to navigate away to do related tasks Easier configuration and maintenance Complexity/Level of Effort Configuration/Implementation if adding additional. Can be done all online if not using the Actions Widget. No Customization unless modifying delivered rows or adding the new Actions drop down widget Simple Considerations Row level Security Basic component security is handled automatically by PeopleTools (for CREF services) But other row level security may have to be built in Modifying PS delivered vs. Adding your own Using the Actions widget vs. Red Glyph 34

Activity Guides 35

Activity Guides Overview of Terms Activity Guides are guided procedures that are steps or tasks for a user or group of users to complete Participants are the users who are completing these steps or tasks Instances are unique sessions of an Activity Guide that are displayed to the user Templates provide default attributes, properties, and steps or tasks for each Instance Action Items are the individual steps or tasks defined in the Activity Guide 36 Insert Information Protection Policy Classification from Slide 13

Activity Guides Overview New feature in 8.53 Users are presented a list of actions or tasks to be completed online by a guided process Potential Examples: System configuration steps (Framework delivered in HCM 9.2) Life event changes such as marriage, divorce, or birth of a child (Delivered in HCM 9.2) On boarding of a new employee (not delivered) Period end closing (not delivered) 37 Insert Information Protection Policy Classification from Slide 13

Activity Guides Overview (continued) User Interface for Activity Guides leverages a WorkCenter WorkCenters display a pagelet area and transactional page area side by side in the guided process Tasks or Steps that are part of the guided process are displayed in the pagelet area Each task or step has an associated online web page where the user can take actions or review information in the transactional area Navigational buttons for the guided process are displayed at the top of the online page in the header of the WorkCenter area 38 Insert Information Protection Policy Classification from Slide 13

Activity Guides User Interface Example in HCM 9.2 39 Insert Information Protection Policy Classification from Slide 13

Activity Guides User Interface Example in HCM 9.2 (continued) Pagelet Area: Action Items 40 Insert Information Protection Policy Classification from Slide 13

Activity Guides User Interface Example in HCM 9.2 (continued) WorkCenter Header Area: Navigational Buttons Pagelet Area: Action Items 41 Insert Information Protection Policy Classification from Slide 13

Activity Guides User Interface Example in HCM 9.2 (continued) WorkCenter Header Area: Navigational Buttons Pagelet Area: Action Items Transactional Area: PeopleSoft Page, External Website, PS/Query 42 Insert Information Protection Policy Classification from Slide 13

Activity Guides Instances Instances are unique sessions Definitional properties include: Identification Notification Security Contextual Data Pagelet Area Processing Action Items Etc 43 Insert Information Protection Policy Classification from Slide 13

Activity Guides Templates Allows for reuse of properties (defaults) by Instances Required to generate Instances dynamically Required to utilize pagelet wizard to generate an Action Item pagelet Template and Instance definitions contain virtually the same properties Additional properties exist on Template that allow Instance creation at run time using application logic 44 Insert Information Protection Policy Classification from Slide 13

Activity Guides Action Items Transactional based steps or tasks that are assigned to a participant for completion Requires Related Content Service definitions Ordered by sequence number within the activity guide Can be organized hierarchically by groups with parent child relationships 45 Insert Information Protection Policy Classification from Slide 13

Activity Guides Action Items (continued) Dependencies can be defined between the different action items (e.g. one Action Item must be completed before another can start) Actions Items can be Template based or Instance specific Action Items can be updated at run time through an API Insert new Action Items Delete Action Items Update statuses Change assignment of participants Etc 46 Insert Information Protection Policy Classification from Slide 13

Activity Guides Deployment Example Demo Scenario: Create an Activity Guide for the System Administrator for several tasks that are required during HCM System implementation To keep it simple we are only adding two steps (pages) to the Activity Guide: 1. Review PeopleTools Options settings 2. Review HCM Installation Table settings 47 Insert Information Protection Policy Classification from Slide 13

Activity Guides Deployment Example Demo Steps Covered in the Demo: 1. Create a Template 2. Create an Instance 3. Create Action Items for the two steps 4. Generate an Activity Guide pagelet 5. Associate a WorkCenter with an Activity Guide 6. Test the Activity Guide 48 Insert Information Protection Policy Classification from Slide 13

Activity Guides Deployment Example Demo Steps NOT Covered in the Demo: 1. Creation of Related Content Service Definitions 2. Creation of the WorkCenter 49 Insert Information Protection Policy Classification from Slide 13

First step is to create the Template - Use the Create Template button to add a new activity guide template and assign properties 50 Insert Information Protection Policy Classification from Slide 13

Enter an Activity Guide ID, title, and description - If you don t use full 10 characters, additional characters will be appended for uniqueness Notification Options - Send email to participants when Action Items are added or changed by an administrator 51 Insert Information Protection Policy Classification from Slide 13

Security - Can be assigned at either user or role level - Administrator access allows update of Templates and Instances - Contributors are participants who will complete Action Items within an Instance - Viewers are allowed to view but not update Action Items in an instance 52 Insert Information Protection Policy Classification from Slide 13

Contextual Data uniquely identifies an instance when it is created dynamically - Examples: EMPLID OPRID SetID Department 53 Insert Information Protection Policy Classification from Slide 13

Instance Creation - special application logic - application package method that will be used when creating an Instance dynamically 54 Insert Information Protection Policy Classification from Slide 13

Configurable Fields - displayed as related data for an action item - populated by Instance creation logic 55 Insert Information Protection Policy Classification from Slide 13

Pagelet Options - allows additional navigation buttons (other than Previous and Next) to be specified - Examples: Continue Cancel Mark as Complete - associates application package method logic to a button that will executed at run time when a button is utilized - controls whether the progress bar appears in pagelet area for Action Items 56 Insert Information Protection Policy Classification from Slide 13

Once you save the Activity Guide, the Create Instance button appears on the Properties page Use the Create Instance button to create an Instance using the properties from the Template you defined 57 Insert Information Protection Policy Classification from Slide 13

Modal appears where you enter the title and description and then click the Create button 58 Insert Information Protection Policy Classification from Slide 13

All of the properties and settings defined in the Template will be defaulted to the Instance - The activity guide ID will be auto generated based on the Template name for uniqueness 59 Insert Information Protection Policy Classification from Slide 13

Next step is to add Action Items: 1. Go to Manage Activity Guide Templates page 2. Click on the Template 60 Insert Information Protection Policy Classification from Slide 13

Use the Add Item button to add Action Items 61 Insert Information Protection Policy Classification from Slide 13

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Item ID and Title - If you don t use all 10 characters, additional characters will be appended for uniqueness 63 Insert Information Protection Policy Classification from Slide 13

Sequence Numbers controls the order in which the Action Items are displayed to the user 64 Insert Information Protection Policy Classification from Slide 13

Specify the assigned contributors either at the role or user level 65 Insert Information Protection Policy Classification from Slide 13

Action Item Link - Displays a PeopleSoft page, non- PeopleSoft web page, or a PS/Query - requires a related content service definition as a pre-req before you can define the link 66 Insert Information Protection Policy Classification from Slide 13 Save the definition then click on the Return link to return back

67 Insert Information Protection Policy Classification from Slide 13 Save the definition then click on the Return link to return back

Add another Action Item 68 Insert Information Protection Policy Classification from Slide 13

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The next step is to generate a pagelet for your Activity Guide 71 Insert Information Protection Policy Classification from Slide 13

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Select a Data Type of Activity Guide Specify the Activity Guide template you created 73 Insert Information Protection Policy Classification from Slide 13

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The Template name defaults, but if your pagelet is Instance specific you will need to specify the Instance ID that was created 75 Insert Information Protection Policy Classification from Slide 13

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The pagelet preview will show how your pagelet will be displayed 77 Insert Information Protection Policy Classification from Slide 13

Publish the pagelet as either a homepage or template based pagelet Click the Finish button to publish the pagelet 78 Insert Information Protection Policy Classification from Slide 13

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The Next Step is to Associate your WorkCenter with the Activity Guide 80 Insert Information Protection Policy Classification from Slide 13

You must select Activity Guide Layout template Add the template or homepage pagelet you created to the WorkCenter 81 Insert Information Protection Policy Classification from Slide 13

Next Step is to navigate to your Activity Guide via the primary page of your WorkCenter 82 Insert Information Protection Policy Classification from Slide 13

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Activity Guides Recap of Deployment Steps 1. Determine tasks to be completed by users, order of tasks, and groupings (parent/child relationships) 2. Determine PeopleSoft transaction, query, or non-peoplesoft URL that corresponds to a task, then create related content service definitions for them 3. Determine roles and/or users to be assigned to tasks 4. Determine whether each task requires pre or post processing logic 5. Determine whether a template is required and whether the Instance should be created dynamically, manually or on adhoc basis 84 Insert Information Protection Policy Classification from Slide 13

Activity Guides Recap of Deployment Steps (continued) 6. Create definitions for each Action Item either at the Template level or Instance level 7. Use Pagelet Wizard to generate the Activity Guide pagelet 8. Create WorkCenter page and assign the Activity Guide Layout to the WorkCenter page 9. Add Activity Guide pagelet to the WorkCenter page 10. Test the Activity Guide by navigating directly to the WorkCenter 85 Insert Information Protection Policy Classification from Slide 13

Activity Guides Summary Benefits Links together separate transactions to complete a business process Does not require customization directly within the PeopleSoft transaction to utilize, therefore reducing upgrade impact Complexity/Level of Effort Configuration/Implementation Customization (if pre or post processing logic required) Moderate Considerations Requires related content service for each Action Item Pre and Post processing logic requires application class PeopleCode Requires WorkCenter to display pagelet and transactional page side by side 86 Insert Information Protection Policy Classification from Slide 13

Pivot Grids 87

Pivot Grids Overview First introduced with PeopleTools 8.52 Interactive analytical grid and charting tool Based on PSQuery Transforms a PSQuery into an Excel-like pivot table/chart Can drag and drop filter values, refine/narrow data, etc 88

Pivot Grids Typical Pivot Grid Configurations Chart and Grid Chart Only 89

Pivot Grids New in 8.53 Improved Charts/UI Improved look and feel of Charting Applies to all charting not just Pivot Grids Automatic with 8.53 Cleaner UI Options moved up into a Settings Menu 90

Pivot Grids New in 8.53 Multi-Select and Progressive Filtering Filter drop downs now support ability to select All, or Pick (n) values. Once you select values in one filter the others filter values list may change based on the data. No configuration necessary to do this. 91

Pivot Grids New in 8.53 Data Migration ADS (Application Data Set) support for Pivot Grids Easier to move Pivot Grid definitions from one database to another Better control over changes (Compare/Approval) Can be all done in PIA More information in LCM session: CON9193 - Understanding PeopleSoft Maintenance Tools & How They Fit Together Wednesday 10:15 Moscone West 3002/3004 92

Pivot Grids New in 8.53 Drill down capability + hooking in Related Actions For Chart Only Pivot Grids - Clicking on area in chart will allow you to drill down to see the details. 93

Pivot Grids New in 8.53 Drill down capability + hooking in Related Actions Detail grid is shown with specified columns. Actions drop down field automatically displayed if Related Actions configured for this Pivot Grid. 94

Pivot Grids New in 8.53 Drill down capability + hooking in Related Actions Clicking on the Actions drop down displays the context menu and any defined related actions. Allows you to jump to transactions easily and perform related tasks based on the data. Easier to Act on the data now. 95

Pivot Grids New in 8.53 Drill down capability + hooking in Related Actions For Grid and Chart Pivot Grids -Clicking on any cell in the grid will display the detail grid. -When grid is displayed you have to use the grid to drilldown can t use the chart. 96

Using the Wizard to Create Pivot Grids: Focus on New Features in 8.53 97

Step 1: Properties Basic information about the Pivot Grid. 98

Step 2: Selecting Source/Fields Provide Query name and indicate the columns to be used within the Pivot Grid model. 99

Step 3 -- Part 1: Defining the model Column Labels (New): Can override the labels. Column Type: - Axis: Fields that qualify the Value (Metric). -Display (New): Additional fields to be shown in the detail grid. -Value: Metric being displayed. 100

Bottom of Step 3 Step 3 -- Part 2: Defining the prompts Shows the prompts defined in the Query. Can indicate if they are hidden from end user (New). 101

Step 4: Chat/Grid Options Of the columns marked as Axis or Value indicate if they are a filter, or displayed in x/y axis. Can also define many other chart/grid options like the type of chart, legend choices, etc. 102

Step 5: Preview Verify settings/chart layout Can now configure Related Actions and Publish as a Pagelet directly from here. (New) 103 Clicking on the Configure Related Content link will open up the following page.

Related Actions (New for Pivot Grids) Brings you right into the Related Content/Action Configuration pages for the specific Pivot Grid. Allowing you to define related actions without navigating away. Very similar to defining for Related Action/Content for a transaction except simplified view as can only define Related Actions. Enter service/content reference information, target window option, and then click Configure button. 104

Map the parameters to Query Data Columns instead of page fields, as with transactional related actions. 105

After you save you are back to the Pivot Grid Wizard. From here you could then click on Publish as a Pagelet link to bring up the Pagelet Wizard transaction. 106

Pivot Grids Summary Xx Benefits Quick/Easy creation of analytical/interactive Xx grids/charts xx Eliminates the need to download to Excel and create pivot tables Improves security and control over application data Ensures data is current by keeping it IN the application Complexity/Level of Effort Configuration/Implementation Configuration/Implementation (All No done Customization online) No Customization unless modifying a delivered one Simple Xx Xx Considerations Query Performance Keeping Query and Pivot Grid in sync Xx xx Can only use PSQuery object as input to Pivot Grid Modifying PS delivered Pivot Grids 107

Summary Feature Related Content/Action Requires Configuration or Customization in Tools Only Upgrade Configuration/Implementation (unless modifying delivered) Level of Effort in Tools Only Upgrade Simple Activity Guides Configuration/Implementation (unless modifying delivered) Moderate Pivot Grids Configuration/Implementation (unless modifying delivered) Simple 108

Get Connected and Win a Prize! PeopleSoft Fact of the Day Oracle OpenWorld Giveaway Follow PeopleSoft on Twitter (@PeopleSoft_Info) Everyday, Learn the Fact of the Day If Asked, Share the Fact of the Day Win a Prize! You Could Be Asked At Any PeopleSoft Oracle OpenWorld Session 109 Official Rules Available Upon Request

Learn More PeopleSoft Information Development Resources Information Portal Hosted & Mobile PeopleBooks Doc Home Pages and Enterprise Integration Point Maps Transfer of Information (TOIs) Cumulative Feature Overview & Upgrade Resource Report Tools Business Process Maps & Entity Relationship Diagrams 110 Click images for more information

Learn More PeopleSoft Information Development Resources Video Feature Overviews PeopleSoft Apps Strategy Blog & Legislative Updates Oracle Learning Library Twitter Linked in Facebook 111 Click images for more information

PeopleTools Sessions of Interest Monday Time Title Session Location 10:45 Performance Tuning for the PeopleSoft Administrator CON9210 MW - 3009 12:15 Art of the Possible: A Great User Experience via PSFT Applications Portal CON9188 MW - 3009 Putting the PeopleSoft Test Framework to Work for You CON9190 MW - 3011 Oracle Engineered Systems Success with PeopleSoft CON9204 MW - 3008 4:45 PeopleSoft Technology Roadmap CON9183 MW - 3002/4 112

PeopleTools Sessions of Interest Tuesday Time Title Session Location 10:15 PeopleTools Roadmap: Mobile Applications CON9196 MW - 3009 Securing Your PeopleSoft Integration Infrastructure CON9205 MW - 3011 11:45 Mastering the PeopleSoft Reporting Suite CON9201 MW - 3011 Securing Your PeopleSoft Environment Today & Preparing for Tomorrow CON9202 MW - 3009 Using Virtualization to Manage TCO CON9206 MW - 3007 1:15 Implementing a PSFT Maintenance Strategy with PSFT Update Manager CON9192 MW - 3009 5:00 PeopleTools Developer: PeopleTools 8.53 in Action CON9187 MW - 3009 New Functional PeopleTools Capabilities for the Line of Business User CON8932 MW - 3007 113

PeopleTools Sessions of Interest Wednesday Time Title Session Location 10:15 PeopleTools Roadmap: Integration Broker CON9189 MW - 3009 Understanding PeopleSoft Maintenance Tools & How They Fit Together CON9193 MW - 3002/4 11:45 Taking Advantage of PeopleTools New Search Features CON9208 MW - 3009 1:15 PeopleTools Developer: Tips & Techniques CON9185 MW - 3009 PeopleTools Roadmap: Platforms CON9203 MW - 3011 3:30 Case Study: Delivering a Ground-Breaking User Interface with PeopleTools CON9186 MW - 3009 PeopleTools 8.53 Experiences - Panel Discussion CON9198 MW - 3007 PSFT Update Manager Hands on Lab #1 (2.5 hours) HOL10460 Marriott - Nob Hill A/B 5:00 PeopleTools Product Team Panel Discussion CON9200 MW - 3009 114

PeopleTools Sessions of Interest Thursday Time Title Session Location 11:15 Using the Integration Network to Build, Test, & Debug Your Integrations CON9194 MW - 3009 PeopleTools Developer: A Guide to Properly Enhancing PSFT Applications CON9197 MW - 3011 PeopleSoft Update Manager Hands on Lab #2 (2.5 hours) HOL10460 Marriott Nob Hill A/B Meet the PeopleSoft PeopleTools Experts MTE9652 MW 2001A 115

Questions 116

-- Appendix -- 117

Modal Windows 118

Modal Windows Overview 8.50 Prompts and Errors/Warning messages, Grid Zoom appear modally automatically 8.52 and 8.53 Ability for all Secondary Pages / modal Components to appear modally Turned on for 9.2 applications only (System Level) PeopleCode API s available if needed to enable Pre-9.2 applications Limitations in Components opened up modally Can t issue a transfer() from a modal window the modal will close and replace primary page 119

Modal Windows 120

Modal Windows New API s Tools Only Upgrades - Requires customization of code to modify existing application pages (Available starting with 8.52) DoModalS() API - secondary page will show up modally DoModalSComponent() API - component will show up modally For 9.2 applications All DoModal() and DoModalComponent() calls will display modally system wide Two new API s to turn OFF modal appearance if desired: DoModalX(), DoModalXComponent() 121

Modeless Windows New API s Modeless Window Simplified New Window - No browser controls Window stays in focus always remains on Top. No Alt-tab toggling Primary window is NOT greyed out Can work in both windows at the same time (physically a new window) Primary window has limitations can t open more modals or other popups from original transaction while modeless is open Used in isolated/focused areas New API: TransferModeless() 122

Modeless Windows Background window is not grayed out. Modeless window simplified new window. (no controls) 123

Modal/Modeless Windows Summary Benefits Improves Usability Can see both pages at once Complexity/Level of Effort For 9.2 applications: Modal windows are Automatic Implementation for customer owned areas Customization for any PeopleSoft delivered objects wanting to change behavior Simple Considerations Customizing delivered objects Logic in modal windows that call transfer() api s Will close the modal window and transferred page will show in full window Modeless window limitations 124

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