PeopleSoft Page Composer for Approvals


PeopleSoft Page Composer enables your
administrators to design the content and layout
of Fluid Approval pages based on your business needs, using a desktop, laptop or SmartPhone.
You don’t need to code or customize PeopleSoft
application pages and the system applies your changes in real time. In this demonstration, we’ll modify a page on a desktop system and show you how these changes appear on a mobile device. Before we make any changes, let’s take a look
at the page using a mobile device. The page we want to change is in Approvals, so
we’ll tap the Approvals tile to start. We’re going to make a change to the Expense
Approvals page, so we want to expand the left
pane to see more details. We’re going to make a change to the Expense
Approvals page, so we want to expand the left
pane to see more details. This shows you all of your pending approvals
grouped by approval type. We want to take a
look at the Expense Report type. Then, to see the page we want to change,
access the Expense Report that’s waiting for our
approval. We want to make three changes to this page.
First, we’ll add a new field, labeled ‘Creation
Date’, to the summary section. Then we’ll change the name of the ‘Description’
field to ‘Expense Report’. And finally, we want to highlight the name of the person submitting the
report in red. Now, let’s modify the page, from a desktop,
using Page Composer. Start by opening Page
Composer. Use the Search field in the left pane to find the
component to edit. In this case, it’s ‘Approvals’. From the search result, select the approval type
you want to edit. For this demonstration, we’ll
select the Expense Report approval type. Now, go to the page that needs changes.
To do this, open the Header Detail page. Now we’re able to edit the page. By default, the page is optimized for desktop
displays, but, it supports different layouts for
different devices. In our case, we want to use a mobile device to
view the page, so we’ll expand the Toolbox
section and select ‘Small’ form factor. The right pane refreshes and you can see a one
column layout which is appropriate for a
smartphone. Now let’s add a new field, called ‘Creation Date’. After you open the list of available fields, just
drag and drop the new field into the right pane. Then enter a label for the new field. Click the
Edit icon and search the Peopletools data
dictionary for the label. Here we select the label ‘Created On’. The second change to make is to change the
label for the Report Description field. In this case, the new label is too long for mobile
screens. So we’ll select the ‘short’ label type. Our third change is to highlight the name of the
person submitting the expense report in red. Once you’ve finished, be sure to save your
changes. Now, let’s go back to our mobile device and see
what we’ve done. Here, we’ve opened the same expense report we
saw earlier. Notice that there is a now a new field for the
creation date of the expense report, the
Description field appears as the Expense Report field, and the name of the person
submitting the report is highlighted in red. Using Peoplesoft Page Composer, you can
easily modify the content, layout and format of
Fluid Approval Pages based on your business requirements, without making expensive
customizations. For more information, go to peoplesoftinfo.com