PeopleSoft Forms and Approval

Builder
CON7050 - Interact Like Never Before with
PeopleSoft Fluid UI Forms and Approval
Builder
Kelly Mills
Senior Director, Development
PeopleSoft ESA/ALM

September 21, 2016

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted
Safe Harbor Statement
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.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 3
Agenda
1 What is Forms and Approval Builder
2 Fluid User Interface
3 Building a Form adding Approvals and Security
4 Linking to a Component Interface

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 4

Fluid Forms and Approval Builder
• Business Analysts will be able to create forms and design workflows without using
the Application Designer (No coding required)
• A typical form and approval workflow can be designed and deployed in less than half
hour
• Architecture uses existing infrastructure for supplemental data, approvals workflow
engine, reportable audit trail, attachments
• Enterprise Components feature; 150+ customers
• Eliminate dual data entry option to map fields within a form to PeopleSoft
Component Interface or to your own custom Component Interface

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 5

Use Cases
Forms and Approval Builder in Action
Role Use Case
Account Manager Capture customer appreciation policies and requests
Asset Manager Asset add requests, warranty exchanges, new model requests, asset reinstatements, preventative
maintenance updates, physical inventory preparations
Buyer Recommend new suppliers
Expenses Manager Manage terminated employees expense reports, updates to mileage/per diems
Controller Manage EDGAR submission approvals
Employee CPE & Tuition Reimbursement
Financial Accountant Request update to statistical values to be leveraged by the Allocations process
Project Manager Task Backlog tracking
Recruiter Capture additional attributes and tasks regarding candidates
Treasurer Request bank account signatory updates

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Forms and Approval Builder – Classic

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 7

Forms and Approval Builder
Timeline / Evolution

Initial Release Fluid version

9.1 9.1 9.2

FP1 FP2 PI 20

Mapping Form Fields to

PeopleSoft Component Interface

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 8

Agenda
1 What is Forms and Approval Builder
2 Fluid User Interface
3 Building a Form adding Approvals and Security
4 Linking to a Component Interface

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 9

A User Interface That Transformed How People Work
Responsive User Interface for Project Management

• Designed with PeopleTools 8.54

• Expected that customers will
extend the delivered apps and/or
build new apps

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Dramatically Better User Experience
Fluid Pivot Grids & Pivot Charts

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Fluid – A Dramatically Better User Experience
Adaptive User Interfaces: Employee Self-Service

• Optimized for Nearly Any Mobile Device

• Platform Independent
• Browser Based
• Eliminate Support for Device Installations

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Agenda
1 What is Forms and Approval Builder
2 Fluid User Interface
3 Building a Form adding Approvals and Security
4 Linking to a Component Interface

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 13

Demonstration
Fluid Forms & Approval Builder

- Form Designer
- Runtime

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 15
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 16
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 17
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 18
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 19
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 20
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 21
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 22
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 23
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 24
Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 25
When to use Forms and Approval Builder

• Paper form automation

• Custom workflow with approvals
• Etc.

• How about adding data to PeopleSoft transaction tables?

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 26

Agenda

1 What is Forms and Approval Builder

2 Fluid User Interface
3 Building a Form adding Approvals and Security
4 Linking to a Component Interface

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 27

Linking the Form Fields to the Component Interface
Writing to the PeopleSoft Database

Form

PeopleSoft
DataBase

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Component Interfaces

Component Interface

Component

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 29

Linking the Form Fields to the Component Interface
Design the Form

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Form to CI mapping

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Form to CI mapping

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Form to CI mapping

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Form to CI mapping

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Form to CI mapping

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Form to CI mapping

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Using the Form

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Using the Form

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Linking the Form Fields to the Component Interface
Once approved Viewing the Data

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Open Discussion

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Investment Strategy
How Do We Prioritize What to Work On?
Community Groups Community Ideas

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Learn about the PeopleSoft Fluid User Interface
The PeopleSoft Spotlight Series is a new video-based
learning resource.

Be sure to watch these episodes:

Developing a Fluid Strategy

Developing Fluid Applications
Deploying Fluid Applications

To get started, go to the PeopleSoft Information Portal

www.peoplesoftinfo.com, click the training tab to
access the link to the Spotlight Series.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 44

Get Connected and Stay Informed
Key PeopleSoft Information Sources PeopleSoft CFO Tool

PeopleSoft
Video Feature Overviews
and PeopleSoft Talks

PeopleSoft Information
Portal
PeopleSoft PFE

@PeopleSoft_Info Oracle PeopleSoft Page

Social Media Oracle PeopleSoft Blogs
Development Group

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 45

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 47