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Table of Contents
Disclaimer
Overview
Homepages
Notifications
Actions
Alerts
Actions List
NavBar
10
Tiles
10
11
Recent Places
12
My Favorites
12
Navigator
12
Search Results
13
16
17
18
19
20
21
22
Application Homepages
23
25
Activity Guides
26
Navigation Collections
27
28
28
29
Related Actions
30
Pivot Grids
31
31
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:
Figure 1: Examples of drop-down list and swipe on Homepage for small and medium form factors
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:
PeopleSoft recommends that all components have a unique image defined for Fluid.
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:
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:
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:
After tapping the View All link, the View All Notifications window opens:
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:
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:
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:
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.
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.
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.
Figure 14: Example of two options for navigating from Second Level Content, the Related Content icon or the Go to My Team button
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 email 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 email:
Figure 15: Example of modal window that enables users to perform an action without leaving initial context
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
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
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.
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:
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:
page allows developers to reduce the total number of tiles that would be required if they mapped a single tile to
every 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.
Fluid Component
Classic Component
3. Left Panel item directly opens a Fluid component, which in turn opens a Classic component.
Fluid Component
Classic Component
The following Application Start page contains an example of each of the three navigational flows shown previously:
Fluid Component
Benefits Summary
Benefits Summary
Figure 25: Example of Left Panel item directly opens a Fluid component
Classic Component
Benefits Enrollment
Benefits Enrollment
Figure 26: Example of Left Panel item directly opens a Classic component
Fluid Component
Classic Component
Life Events
Life Events
Selected Event
Figure 27: Example of Left Panel item directly opens a Fluid component, which in turn opens a Classic component
Figure 29: Example of navigation flow using the small form factor
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.
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 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:
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 8.55. 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.
Use when the Activity Guide does not contain any steps that display
a left panel or application header. An optimized Activity Guide:
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
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.
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.
Figure 35: Example of Navigation Collection links opened in the Second Level Content area from a NavBar tile
Type
NavBar tiles
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:
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.
Homepage
Application Start
Application
Page
Homepage
8.54
8.54
8.55
Description
Navigation
Minimum
Activity Guide
8.55
PeopleTools
Release
Implementation
similar components to
improve the experience of
navigating quickly from
component to component.
Usage
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