Wednesday, 23 January 2013

Understanding My Favorites Folder | PeopleSoft Tutorial pdf

Understanding My Favorites Folder

Within the My Folders folder, users can build their own hierarchy of sub-folders to organize, access andmonitor frequently accessed processes. Folders are used for organizing the processes and bookmarks are used to edit or run processes or jobs. When you add a process bookmark, the system will automatically add the appropriate links based on your permission to the process or job.
This is an example of My Favorites configured with some sub-folders and bookmarks.

                                     My Favorites folder
Folders
Plus or minus icons will appear next to a folder if it contains any sub-folders or bookmarks, use these icons to expand and collapse the folder. Collapsing and expanding the folder will also refresh the contents.
For each sub-folder that is added, an Add and Delete link is available.
Add Use the Add link to add sub-folders or process bookmarks within the folder.
Delete Use the Delete link to remove the folder. Only empty folders can be removed.
Bookmarks
Plus or minus icons will appear next to a bookmark if it contains any process instances, use these icons to expand and collapse the bookmark folder. The bookmark will display process instances run by the logged on user.
For each process bookmark, the system will display a Delete link. The Edit or Run links depend on the users permissions.
Edit The Edit link will be available next to the bookmark if user has permission to edit the process definition.
Note: In PeopleTools 8.50, you can not create a private query and a public query with the same name in PeopleSoft Pure Internet Architecture, however if a query is created using the legacy window client PSQuery, this occurrence may still exist. If a public and private query exist with the same name, the Edit link for the query will open the private query.
Run The Run link will be available next to the bookmark if user has permission to run this process.
Note: For process definitions, the process definition must have generic prompting enabled in order to run the report from the Reporting Console.
Process Instance
After you run reports defined in My Favorites, the process instance is displayed in the bookmark folder, showing the current status.
View For process instances, click this link to display the process instance details in the Process Monitor.
Note: The view link does not work for BIP reports, use Report Manager or BIP Report Search.

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