In this topic you will learn how to:
• Use the buttons and links on a page.
• View the data in the various Action Types.
• Move between the pages of a Component.
• Move between rows of data on a page by using Scroll Areas.
• Add and Delete rows of data.
• Save data.
• Sign out of PeopleSoft 9.2.
• Log off of Citrix.
NOTE: The Vendor pages are used in this example to demonstrate the buttons and hyperlinks contained in the PeopleSoft 9.2 pages. These features can be applied to any PeopleSoft page (if they display on the page).
Click the Suppliers menu.
Click the Supplier Information menu.
Click the Supplier menu.
Click the 0000002440 (Office Depot) link.
You can move between the pages of a component by choosing one of the following methods:
1. Click the folder tabs at the top of the page;
2. Click the page links at the bottom of the page.
NOTE: The active page will be depicted by a dark blue folder tab and the page link will no longer be underlined (i.e. Summary). Also, a gray button depicts that it is selected (i.e. Include History).
1. Using Folder Tabs to move between the pages.
Click the Identifying Information tab.
Expand Section Buttons
Expand Section buttons allow you to view additional fields and information on a page.
Collapse Section Button
2. Using Page Links to move between the pages.
Page links display below the row of buttons at the bottom of the page.
Find Link
The Find link allows you to search all rows within a scroll area in order to find a particular item.
Enter the desired information into the Search String field. Enter "GENERAL-3" to access the row of data in the Description field.
Scroll Areas
Click the View All link to view all records on one page.
While in View All, you will use the vertical scroll bar on the right side of the window to scroll through all of the rows of data.
Click the View 1 link to return to the original view.
While in View 1, you will use the scroll area to scroll through all of the rows of data.
Click the Last link to view the last row of data.
Click the First link to view the first row of data.
Click the Show next row button to view the next row of data.
Click the Show previous row button to view the previous row of data.
Add a Row of Data
Scroll Areas may contain an Add a new row button and Delete row button.
Click the Add a new row at row 1 button to add a new row of data. On some PeopleSoft pages, a prompt box will display for you to specify the number of rows to be added.
NOTE: You may opt to click in a field and press Alt+7 keys on your computer keyboard to add a row.
Date Boxes
Click the desired date.
Enter Data into a Field
Click in the Address 1 field.
Press the Backspace button on your computer keyboard to delete the data in the Address 1 field.
Delete a Row of Data
Click the Delete row 1 button to delete a row of data.
NOTE: You may opt to click in a field and press Alt+8 keys on your computer keyboard to delete a row.
Save Data
After making any changes to a page, you must click the Save button in order for the system to commit your changes to the database. Pages in a component are treated as a single entity when you try to save data. If you have not completed all required fields (i.e. the fields that contain a nested asterisk), the system prompts you to enter additional data.
When you save, the Saving Indicator will flash in the upper right corner of the page. You will know that your data is saved when the Saving Indicator stops flashing and no error or warning messages are received. The word "Saved" replaces "Saving" in the upper right corner of the page.
Click the Save button to save the data.
Pagebar (top right corner of the page).
Just below the Universal Navigation Header sits the pagebar comprised of a series of links and buttons. The availability of these options is controlled by the application developer. All options may not be available for each component.
New Window
You can use the New Window link to open a new browser (child) window. The new window shows the current component page as well as the navigation to your current position. From this window you can view or enter data. You can open as many child windows as needed using the New Window link. Each child window is opened from the previous child window.
New Window Feature (continued)
The end-user should note the following when using the New Window feature:
• Save any changes made in the current window prior to opening a new window. If the session times out (or expires) while you are working in a new window, you may lose any unsaved changes. See the "Session Time Out" topic for more information.
• If a session expires while using the New Window feature, do not use the Sign in to PeopleSoft link on the expired page as this will invalidate the entire session in all open windows. Instead, close the expired window using the "X" (Close Window button) in the upper right corner of the browser or select File, Close on the browser menu bar.
The new browser window displays.
Click the Close button to close the new window.
NOTE: You may opt to click File, Close on the browser menu bar.
The Help link opens the online PeopleBooks help for the specific transaction page that is displayed.
The Personalize Page link enables you to control the initial display of the page.
NOTE: This is not used by most end-users.
Click the Customize Page link.
Use this page to:
• Select the initial page in the component to be displayed.
• Save the state of the expanded and collapsed sections.
• Save the state of the View All settings on the page for grids and scroll areas .
• Customize the page field tabbing order.
• Copy and share the settings that you have saved for the customized page.
Click the Cancel button.
You use the http icon to copy the current page URL to the clipboard so that it is available for pasting in emails or other applications. The copied URL includes page, action, and search key information to display in the context of the portal, if you are using the portal. If you did not pass through the portal, then the system displays the page only without the portal frames.
NOTE: This is not used by most end-users.
Next in List Button
Click the Next in list button to view the next record in the list of your search results.
Previous in List
Click the Previous in list button to view the previous record in the list of your search results.
Click the Notify button.
NOTE: This is not used by most end-users.
Action Types
Update/Display is the default setting of PeopleSoft 9.2. The Action Type can also be selected from the Search page.
Return to Search Page Button
Click the Return to Search button to return to the search results page and select another record from your existing search or begin a new search.
To view or enter data in a PeopleSoft application, you first access a component. Components consist of several pages within the same window. These pages are related and in some applications need to be completed in succession.
The Vendor component shown here has five additional pages. As you finish one page, select the next page you wish to open in the component.
The system automatically takes you to the specified item.
New Window Feature (continued)
• Do not use your browser's Page, New Window feature. Doing so copies the current HTML from the parent window, instead of opening a new PeopleSoft-maintained window session.
• It is not necessary to close open windows (including the original window) in any particular order. However, the end-user must remember to "sign out" of the original window only prior to closing the window. If you sign out of any window other than the original window, all of the windows will close. To close all windows, except the final window, click the "X" on your browser bar or select: File, Close from your browser menu bar. Signing out of PeopleSoft 9.2 will be covered later in this topic.
Refresh Button
A Refresh button may or may not display with the other buttons at the bottom of the page. Clicking the Refresh button populates fields with additional characters (e.g. if you enter a date without the slashes, when you click the Refresh button, the slashes will populate).
This completes Navigating Page Buttons and Hyperlinks in 9.2.
Enter the desired information into the Search String field. Enter a valid value e.g. "GENERAL-3" to access the row of data in the Description field.