Getting to the Peak A Mountaineers Guide to

Getting to the Peak: A Mountaineer's Guide to Building Custom Forms with Delivered 9. 2 Tools Paul Taylor July 18, 2018 #PSRECONNECT

Presenter Paul Taylor President & CEO Gideon Taylor paul@gideontaylor. com #PSRECONNECT

Gideon Taylor Consulting & Oracle Gideon Taylor, headquartered in Pleasant Grove, Utah, is a People. Soft custom solutions provider for business, education, and government organizations. Our MISSION is to revolutionize business processes through innovative automation strategies, integration and custom development expertise, and electronic forms technology. Our VISION is to help our clients work simply, effectively, efficiently, and flexibly. Founded in 2001 by Paul Taylor, Original creator of GT e. Forms™ and e. PAF™ #PSRECONNECT

What is a Custom Form in 9. 2? • Custom = not a delivered PS transaction • Starts with a mobile UI accessible to casual users • Delivers reasonably robust functionality • Workflow facilitates mobile approvals • Updates a delivered People. Soft component #PSRECONNECT

Meet the 9. 2 Tools • Fluid Interface • Activity Guides • Approval Framework (AWE) • Fluid Approvals • Page Composer #PSRECONNECT

9. 2 Tools We Won’t Cover, Because… • Forms & Approval Builder • Not reasonably robust • HCM Guided Self-Service • Configurable, but not custom • Field & Page Configurator • Can configure delivered pages, not build new pages / forms #PSRECONNECT

9. 2 Best Practices Tools for Custom Forms Navigation – Activity Guide Pages & Fields – Fluid Development #PSRECONNECT Approvals & Notifications – Approval Framework (AWE) Who When How – Fluid Approvals What – Page Composer

Fluid Development Navigation – Activity Guide Pages & Fields – Fluid Development #PSRECONNECT Approvals & Notifications – Approval Framework (AWE) Who When How – Fluid Approvals What – Page Composer

Fluid Interface • Pros: • Native responsive mobile People. Soft experience • More stable with each Tools release • Broad acceptance - here to stay • Cons: • Still hard to develop in #PSRECONNECT

Think You Aren’t “On Fluid? ” Think Again! • Fluid is both a navigation scheme (Homepages & Tiles) and a responsive page scheme • Just because you haven’t turned off the Classic breadcrumb menu doesn’t mean you can’t use Fluid pages • There is no “switch” to turn Fluid pages on or off – you just use them or you don’t • Oracle will keep delivering more Fluid pages, it will just get harder not to use them #PSRECONNECT

Activity Guides Navigation – Activity Guide Pages & Fields – Fluid Development #PSRECONNECT Approvals & Notifications – Approval Framework (AWE) Who When How – Fluid Approvals What – Page Composer

What Is an Activity Guide? A conceptual and visual framework to guide the user through an activity that can cross multiple save points #PSRECONNECT

Types of Activity Guides • Horizontal = Train Stops (5 stops max) • Optimized = Side panel navigation • Non-Optimized = Dropdown navigation • Guided = Next & Previous buttons • Non-Guided = No nav buttons • Sequential = Must be done in order • Non-Sequential = Complete in any order #PSRECONNECT

Activity Guide: “Train Stop” #PSRECONNECT

Activity Guide: “Train Stop” #PSRECONNECT

Activity Guide: “Train Stop” #PSRECONNECT

Activity Guide: Side Panel #PSRECONNECT

Activity Guide: Dropdown Menu #PSRECONNECT

Activity Guides: Config Aspects • Template: Layout the Activity Guide, with a progression of Action Items • Manage security for Administrators, Contributors, and Viewers • Yes/No Questionnaire can be set up, and can drive what Action Items are included • Start Date and Due Date • Action Item: Can be a page, script, process, or app class • % Complete, priority, image, Start Date & Due Date • Dependencies (parent/sub steps) #PSRECONNECT

Activity Guides: Tech Aspects • Action Items (including the pages themselves) must be built technically • Instance: A transaction occurrence of the Activity Guide • You start an Activity Guide for a user by creating a new Instance. This is typically a technical task; you write code that creates the new Instance based on a triggering event or user action. • Data is stored in standard People. Soft tables built in App Designer • Data management (prepopulation, repopulation) • Dynamic and conditional behavior (other than questionnaire-driven Action Item selection) • Edits • Lookups • Related displays #PSRECONNECT

Activity Guide: Config vs. Tech Config Tech #PSRECONNECT

Approval Framework (AWE) Navigation – Activity Guide Pages & Fields – Fluid Development #PSRECONNECT Approvals & Notifications – Approval Framework (AWE) Who When How – Fluid Approvals What – Page Composer

What is Approval Framework (AWE)? A workflow engine to route transactions for approval and send associated notifications #PSRECONNECT

Approval Framework (AWE): Config Aspects • Set up workflow Stages, Paths, Steps • Serial or parallel approvals #PSRECONNECT

Approval Framework (AWE): Config Aspects • Set up workflow Stages, Paths, Steps • Serial or parallel approvals • Some configurable approval list options • Various options for allowing/disallowing self approval, required approvals, minimum approvals, etc. • Some configurable conditional workflow criteria • Simple email and worklist notifications #PSRECONNECT

Approval Framework (AWE): Tech Aspects • The “hooks” to start workflow from within an application have to be coded • Any updates to workflow status outside of the Fluid Approvals application must be coded • User Lists of any complexity must be coded • Conditional criteria of any complexity must be coded • Rich-text notifications, putting form data into notifications, or complex notification routings need to be coded #PSRECONNECT

Fluid Approvals Navigation – Activity Guide Pages & Fields – Fluid Development #PSRECONNECT Approvals & Notifications – Approval Framework (AWE) Who When How – Fluid Approvals What – Page Composer

Fluid Approvals A browser-based People. Soft application to complete approval tasks #PSRECONNECT

Fluid Approvals #PSRECONNECT

Fluid Approvals: Config Aspects AWE transactions can be registered for use with Fluid Approvals #PSRECONNECT

Approval Page Composer Navigation – Activity Guide Pages & Fields – Fluid Development #PSRECONNECT Approvals & Notifications – Approval Framework (AWE) Who When How – Fluid Approvals What – Page Composer

Approval Page Composer • A tool to pull data out of the database to show in the Fluid Approvals application while the user approves a workflow transaction. #PSRECONNECT

What Page Composer ISN’T… Page Composer is NOT a tool to build People. Soft or form pages! The real name is Approval Page Composer. It only builds pages that show data in the Fluid Approvals application. It can’t build pages you can enter data into to update the system. #PSRECONNECT

Approval Page Composer: Config Aspects • Set up records to pull information from • Choose a columnar field layout (no grids) • Drill into detail pages #PSRECONNECT

Approval Page Composer: Tech Aspects • Might need to build new views to pull data from #PSRECONNECT

9. 2 Best Practices Tools for Custom Forms Navigation – Activity Guide Pages & Fields – Fluid Development #PSRECONNECT Approvals & Notifications – Approval Framework (AWE) Who When How – Fluid Approvals What – Page Composer

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GT Custom Form Demo View it here: http: //bit. ly/GT_Fluid_e. PAF_Alliance 2018 (Those are underscores between the words in the link) #PSRECONNECT

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Questions? http: //bit. ly/Gideon. Taylor. Alliance 2018 #PSRECONNECT

Please complete a session evaluation Session ID: 103090 Contact Info: info@gideontaylor. com Tel: 801 -434 -7260

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