Workcenter is one of the greatest features delivered in
PeopleSoft 9.2 release. If you are running on a Tools release of 8.53, you can
easily setup a workcenter for your custom or bolt on modules. Compared to the
benefits of the workcenter, the coding effort required to create it is minimal.
For those who are not aware of workcenter, it is a central
place where you can tag all your major transaction components, processes,
queries, reports and dashboards. When working with workcenter, user can pretty
much do all the common tasks they do in the daily life without navigating to
any other links. With workcenters in place there is no need for user to memorize
any links, step by step feature of running process is available handy,
workcenters will automatically list the major items of the module that require
user action, gives a consolidated view of everything and adds many more
Now let me come to the main point, setting up a workcenter.
I will try to address the steps as briefly as possible. This post will describe
the minimal steps required for setting up the workcenter. You can go through
the steps and if you require any additional details or information, feel free
to post the same in the comments section.
Step 1: Create a canvas page and component. This will be the
landing page when your workcenter is open. All other transactions will open up
in this area. Add the subpage FSPC_WELCOME_SBP and the secondary page FSPC_ADM_STRT_SEC to the main page of your
Add the following code to the component pre build event.
&objWCStartingPage = create
Step 2: Register
Component. Now you register the new component in the portal navigation
where you like to have your WorkCenter. Make sure you’re the template type
selected is PTAL_APP_LANDING_PAGE_TEMPLATE in the structure and content.
Step 3: Create
WorkCenter Pages. Now go to: PeopleTools > Portal > WorkCenter >
Manage WorkCenter Pages
Click on the Create New
WorkCenter Page on the bottom of the page.
Add the pagelets required for this workcenter tab.
If you want more workcenter group/tab like reports and
queries, create another page.
The pagelets added to a group will come in your workcenter
as shown below.
Step 4: Create
workcenter pages. Create the pages which you want to display on the
workcenter. Try to avoid any transfer functions on these pages. Add these to a
Create a new application class to process your links. Make
sure the app class extends the class FS_WORKCENTER_DASHBOARD:MyWork:Pagelet:MyWorkLink.
Use the method OnLinkClick to open
your component. This method should execute ViewURL() function to open the target component in workcenter. Use the method method GetRowCount to display the count of items
pending items in the left side pane along with the links.
Step 5: Register
Link. Register the link class you have created in the above step. For that
go to: Enterprise Components > Development Utilities > Define System My
Work Links and add a new value and provide the details.
Step 6: Configure
Pagelets. Navigate to: Enterprise Components > WorkCenter/Dashboards
> Configure Pagelets
Add the menuitem name (component created) and the default
item and save the page.
Now go to the Work Tab and add the pagelets/links.
There are four different types of links
System-Defined : These are links that can be
imported by system administrator.
Worklist: It will directly connect to the
PeopleSoft Worklist page
Alert: An alert that is defined by the Enterprise
Component’s Events & Notifications framework that when clicked will
navigate to the Enterprise Components Notification Dashboard page.
User-Defined: If you wish to control the link behavior
by app class peoplecode, use this method.
Click on the Define component and select the link created in
the earlier step.
Save the setting and click on Activate My Work Settings
button. Similarly you can configure all the other tabs.
Note: Ensure that you are providing proper
security to all the new components and links you will be creating. This could
save some of your time in troubleshooting about the missing links.
With the above six steps, you have successfully configured a
basic workcenter. Now to extend it you can create more components to handle
exceptions and add it to My Work link. Also you could create filters to filter
out the results. You can create Reoprts or Queries tabs, create dashboards and
much more. Start with the simple one and expand your domain.