Setting Up Links to PeopleSoft HRMS Pages and Related Actions

PeopleSoft uses links to provide PeopleSoft HelpDesk for Human Resources users the ability to link to PeopleSoft HRMS page, and for all other call center application users the ability to relate actions to cases.

This chapter provides an overview of links and discusses how to:

Set up content references.
View and modify link definitions.

Understanding Link Setup

PeopleSoft provides a standard method to link to PeopleSoft HRMS pages from the Case page in PeopleSoft HelpDesk for Human Resources, and to link related actions to call center cases. To enable you to add and remove links with little or no configuration, PeopleSoft provides system-delivered data for content references, link categories, link definitions, and link groups.

This section discusses:

Link definitions.
Link presentation on the case page.
Link groups delivered by PeopleSoft.
Link categories delivered by PeopleSoft.
Link definitions delivered by PeopleSoft (content references).

Link Definitions

For users of PeopleSoft HelpDesk for Human Resources, this linking method enables you to run PeopleSoft HRMS on multiple databases, using multiple PeopleSoft HRMS versions.

Link Setup

To link to an action (this includes linking from PeopleSoft HelpDesk for Human Resources to a page in PeopleSoft HRMS) from the case page, you must have a valid:

Link group.

Define the appropriate link group to the display template. A link group definition is a grid that is comprised of rows of link categories and associated link names.
Link category.

There can be multiple versions of a category, each associated with a different target system (for example PeopleSoft HRMS 8.8, PeopleSoft HRMS 8.3, and so on). However, only one version of a category can be active at any time.
Link definitions.

Associate a link name to a link category. For each link definition, you must identify the values that will be transferred to the key fields of the target page.

For security considerations when linking from a case from PeopleSoft HelpDesk for Human Resources to PeopleSoft HRMS only, you must:

Set up a node for each database server.

Note. For this setup to work, the system needs to know the name of the database, and the application server for that database. You must set up the Content URL Text for the PeopleSoft HRMS node per your environment.
Set up user Ids for both PeopleSoft HRMS and PeopleSoft CRM.
Set up single sign on.

See PeopleTools Internet Technology
Set up portal content references and security for each target page in PeopleSoft HRMS.

Note. The availability of a link is security-defined for the content reference. You must set up security that matches the security for the target page. If there is a mismatch, users will receive an error message when they attempt to access the page.

Link Presentation on the Case page

After links are set up, the link category (ies) will appear in the Action group box on the Case page. A user can view a subset of links based on the security established for the content reference in the link definition. If the user does not have access to any link definitions within a category, the category does not appear.

The group box can accommodate multiple link categories for PeopleSoft HelpDesk for Human Resources.

Note. This security is different from the security established for the target page in the PeopleSoft HRMS.

The group box displays:

The link category (ies) name.
A drop-down list box per link category for the user to specify a specific link within the category.
Go button.

After you select a specific link name and click the Go button, the system opens a new browser window with the target page.

Note. If the parameters are not sufficient to get access the target page, the target's search page appears.

Link Groups Delivered by PeopleSoft

This table lists the link categories delivered by PeopleSoft:

Link Group ID	Description
COM	Communications
ENG	Energy
FIN	Financials
GOV	Government
HDREL	Helpdesk Related Actions
HITEC	Hi-Technology
HRMS	HR HelpDesk
INS	Insurance
SPRT	Support Related Actions

Link Categories Delivered by PeopleSoft

This table lists the link categories delivered by PeopleSoft:

Link Category	Link Version	Action Flag	Long Description	Description
BENEF	8.O SP1	Inactive	Benefits	Benefits
BENEF	8.3	Inactive	Benefits	Benefits Resources
BENEF	8.8	Active	Benefits	Benefits
HRMS	8.O SP1	Inactive	HRMS	Human Resources
HRMS	8.3	Inactive	HRMS	Human Resources
HRMS	8.8	Active	HRMS	Human Resources
PAYR	8.O SP1	Inactive	Payroll	Payroll
PAYR	8.3	Inactive	Payroll	Payroll
PAYR	8.8	Active	Payroll	Payroll
RELA	Other	Active	Related Actions	Related Actions
STOCK	8.O SP1	Inactive	Stock	Stock
STOCK	8.3	Inactive	Stock	Stock
STOCK	8.8	Active	Stock	Stock
TRNG	8.O SP1	Inactive	Training	Training
TRNG	8.3	Inactive	Training	Training
TRNG	8.8	Active	Training	Training

Link Definitions Delivered by PeopleSoft (Content References)

This section lists the link definitions that are delivered by PeopleSoft:

Note. If you licensed PeopleSoft Benefits Administration, you can access both PeopleSoft Benefits Administration links and Manage Base Benefits links. If you licensed Manage Base Benefits only, you will not have access to PeopleSoft Benefits Administration links. Manage Base Benefits links include all PeopleSoft Benefits Administration links except Election Entry and Create Event. If you have not licensed PeopleSoft Benefits Administration, you should delete all of the delivered PeopleSoft Benefits Administration links except Election Entry and Create Event from the Link Definition page.

Link Definitions for PeopleSoft HRMS 8.8

This table lists the link definitions delivered by PeopleSoft for PeopleSoft HRMS, version 8.8.

Note. This data is delivered with the Active Flag set to Active.

Category	Link Name	Short Name	Content Reference	Page Name	Search Key
BENEF	BENE	Election Entry	HC_BAS_ELECTION_ENTRY_GBL	BENEFITS_ELECTION1	EMPLID
BENEF	BENS	Benefits Summary	HC_BENEFITS_SUMMARY_GBL9	BENEFITS_SUMMARY1	EMPLID
BENEF	DEBEN	Dependent Benefits	HC_DEPEND_BENEF_GBL1	DEPEND_BENEF1	EMPLID
BENEF	DISP	Disability Plans	HC_DISABILITY_BENEFIT_GBL	DISABILITY_BENEFIT	EMPLID
BENEF	EVENT	Create Event	HC_BAS_ON_DEM_EM_PG_GBL	BAS_ON_DEM_EM	EMPLID
BENEF	FSACA	FSA Plans (CAN)	HC_FSA_BENEFITS_CAN_GBL	FSA_BENEFITS	EMPLID
BENEF	FSAUS	FSA Plans (USA)	HC_FSA_BENEFITS_GBL	FSA_BENEFITS	EMPLID
BENEF	HLTH	Health Plans	HC_HEALTH_BENEFITS_GBL4	HEALTH_BENEFITS1	EMPLID
BENEF	L/ADD	Life/ADD Plans	HC_LIFE_ADD_BENEF_GBL	LIFE_ADD_BENEF1	EMPLID
BENEF	LEAP	Leave Plans (USA)	HC_LEAVE_PLANS_GBL	LEAVE_PLANS	EMPLID
BENEF	LEAPC	Leave Plans (CAN)	HC_LEAVE_PLANSA_GBL	LEAVE_PLANS	EMPLID
BENEF	PENUS	Pension Plan (USA)	HC_US_PENSION_PLANS_GBL	PENSION_PLAN1	EMPLID
BENEF	PPCAN	Pension Plan (CAN)	HC_PENSION_PLAN_GBL5	PENSION_PLAN1	EMPLID
BENEF	RETP	Retirement Plans	HC_RTRMNT_PLANS_GBL	RTRMNT_PLANS	EMPLID
BENEF	SAVP	Savings Plans	HC_SAVINGS_PLANS_GBL	SAVINGS_PLANS1	EMPLID
BENEF	VACP	Vacation Plans	HC_VACATION_BENEFIT_GBL	VACATION_BENEFIT	EMPLID
HRMS	EMERC	Emergency Contacts	HC_EMERGENCY_CONTACT_GBL4	EMERGENCY_CONTACT	EMPLID
HRMS	JOBD	Job Data Information	HC_JOB_DATA_GBL	JOB_DATA1	EMPLID
HRMS	JOBS	Job Summary	HC_JOB_SUMMARY_GBL7	JOB_SUMMARY	EMPLID
HRMS	PERSD	Personal Data	HC_PERSONAL_DATA_GBL7	PERSONAL_DATA1	EMPLID
PAYR	DIRDC	Direct Deposit - CAN	HC_DIRECT_DEPOSIT_CAN_CAN	DIRECT_DEPOSIT_CAN	EMPLID
PAYR	Direct Deposit - USF	Direct Deposit - USF	HC_DIRECT_DEPOSIT_USA3	DIRECT_DEPOSIT	EMPLID
PAYR	Direct Deposit -US	Direct Deposit - US	HC_DIRECT_DEPOSIT_USA5	DIRECT_DEPOSIT	EMPLID
PAYR	GENDC	General Deduct -US	HC_GENL_DED_DATA_USA8	GENL_DED_DATA	EMPLID
PAYR	GENDC	General Deduct - CAN	HC_GENL_DED_DATA_CAN	GENL_DED_DATA	EMPLID
PAYR	GENDU	General Deduct - USF	HC_GENL_DED_DATA_USF	GENL_DED_DATA	EMPLID
PAYR	PAYSC	Paysheets - CAN	HC_PAY_SHEET_ADD_CAN	PAY_SHEET_LINE_S	EMPLID
PAYR	PAYSF	Paysheets - USF	HC_PAY_SHEET_ADD_USA9	PAY_SHEET_LINE_S	EMPLID
PAYR	PAYSU	Paysheets - US	HC_PAY_SHEET_ADD_USA8	PAY_SHEET_LINE_S	EMPLID
PAYR	PCHK	Paycheck -US	HC_PAY_CHECK_USA5	PAY_CHECK_E	EMPLID
PAYR	PCHKC	Paycheck - CAN	HC_PAY_CHECK_CAN2	PAY_CHECK_E	EMPLID
PAYR	PCHKU	Paycheck - USF	HC_PAY_CHECK_USF4	PAY_CHECK_E	EMPLID
PAYR	SAVB	Savings Bond - US	HC_SAVINGS_BOND_LOG_USA	SAVINGS_BOND_LOG	EMPLID
PAYR	TAXCA	Tax Data - CAN	HC_TAX_DATA_CAN_CAN	TAX_DATA_CAN1	EMPLID
PAYR	TAXSF	Tax Data - USF	HC_TAX_DATA_USA2	TAX_DATA1	EMPLID
PAYR	TAXUS	Tax Data - US	HC_TAX_DATA_USA6	TAX_DATA1	EMPLID
STOCK	STKEX	Stock Exercise	HC_ST_EXER_SRCH_GBL	ST_EXER_SRCH1	EMPLID
STOCK	STOCA	Stock Activity	HC_ST_RUNCTL_STOK002_GBL9	ST_RUNCTL_STOK002	EMPLID
TRNG	CENRL	Course Enrollment	HC_TRN_STUDNT_CRS_DT2_GBL	COURSE_STUDNT_ENRL	EMPLID
TRNG	TRNSU	Training Summary	HC_TRN_STUDNT_CRS_SU3_GBL	TRN_STUDNT_CRS_SUM	EMPLID

Link Definitions for PeopleSoft HRMS 8.3

This table lists the link definitions delivered by PeopleSoft for PeopleSoft HRMS, version 8.3.

Note. This data is delivered with the Active Flag set to Inactive.

Category	Link Name	Short Name	Content Reference	Page Name	Search Key
BENEF	BENE	Election Entry	HC_BAS_ELECTION_ENTRY_GBL	BENEFITS_ELECTION1	EMPLID
BENEF	BENS	Benefits Summary	HC_BENEFITS_SUMMARY_GBL9	BENEFITS_SUMMARY1	EMPLID
BENEF	DEBEN	Dependent Benefits	HC_DEPEND_BENEF_GBL1	DEPEND_BENEF1	EMPLID
BENEF	DISP	Disability Plans	HC_DISABILITY_BENEFIT_GBL	DISABILITY_BENEFIT	EMPLID
BENEF	EVENT	Create Event	HC_BAS_ON_DEM_EM_PG_GBL	BAS_ON_DEM_EM	EMPLID
BENEF	FSACA	FSA Plans (CAN)	HC_FSA_BENEFITS_CAN_GBL	FSA_BENEFITS	EMPLID
BENEF	FSAUS	FSA Plans (USA)	HC_FSA_BENEFITS_GBL	FSA_BENEFITS	EMPLID
BENEF	HLTH	Health Plans	HC_HEALTH_BENEFITS_GBL4	HEALTH_BENEFITS1	EMPLID
BENEF	L/ADD	Life/ADD Plans	HC_LIFE_ADD_BENEF_GBL	LIFE_ADD_BENEF1	EMPLID
BENEF	LEAP	Leave Plans (USA)	HC_LEAVE_PLANS_GBL	LEAVE_PLANS	EMPLID
BENEF	LEAPC	Leave Plans (CAN)	HC_LEAVE_PLANSA_GBL	LEAVE_PLANS	EMPLID
BENEF	PENUS	Pension Plan (USA)	HC_US_PENSION_PLANS_GBL	PENSION_PLAN1	EMPLID
BENEF	PPCAN	Pension Plan (CAN)	HC_PENSION_PLAN_GBL5	PENSION_PLAN1	EMPLID
BENEF	RETP	Retirement Plans	HC_RTRMNT_PLANS_GBL	RTRMNT_PLANS	EMPLID
BENEF	SAVP	Savings Plans	HC_SAVINGS_PLANS_GBL	SAVINGS_PLANS1	EMPLID
BENEF	VACP	Vacation Plans	HC_VACATION_BENEFIT_GBL	VACATION_BENEFIT	EMPLID
HRMS	EMERC	Emergency Contacts	HC_EMERGENCY_CONTACT_GBL4	EMERGENCY_CONTACT	EMPLID
HRMS	JOBD	Job Data Information	HC_JOB_DATA_GBL	JOB_DATA1	EMPLID
HRMS	JOBS	Job Summary	HC_JOB_SUMMARY_GBL7	JOB_SUMMARY	EMPLID
HRMS	PERSD	Personal Data	HC_PERSONAL_DATA_GBL7	PERSONAL_DATA1	EMPLID
PAYR	DIRDC	Direct Deposit - CAN	HC_DIRECT_DEPOSIT_CAN_CAN	DIRECT_DEPOSIT_CAN	EMPLID
PAYR	Direct Deposit - USF	Direct Deposit - USF	HC_DIRECT_DEPOSIT_USA3	DIRECT_DEPOSIT	EMPLID
PAYR	Direct Deposit -US	Direct Deposit - US	HC_DIRECT_DEPOSIT_USA5	DIRECT_DEPOSIT	EMPLID
PAYR	GENDC	General Deduct -US	HC_GENL_DED_DATA_USA8	GENL_DED_DATA	EMPLID
PAYR	GENDC	General Deduct - CAN	HC_GENL_DED_DATA_CAN	GENL_DED_DATA	EMPLID
PAYR	GENDU	General Deduct - USF	HC_GENL_DED_DATA_USF	GENL_DED_DATA	EMPLID
PAYR	PAYSC	Paysheets - CAN	HC_PAY_SHEET_ADD_CAN	PAY_SHEET_ADD_S	EMPLID
PAYR	PAYSF	Paysheets - USF	HC_PAY_SHEET_ADD_USA9	PAY_SHEET_ADD_S	EMPLID
PAYR	PAYSU	Paysheets - US	HC_PAY_SHEET_ADD_USA8	PAY_SHEET_ADD_S	EMPLID
PAYR	PCHK	Paycheck -US	HC_PAY_CHECK_USA5	PAY_CHECK_E	EMPLID
PAYR	PCHKC	Paycheck - CAN	HC_PAY_CHECK_CAN2	PAY_CHECK_E	EMPLID
PAYR	PCHKU	Paycheck - USF	HC_PAY_CHECK_USF4	PAY_CHECK_E	EMPLID
PAYR	SAVB	Savings Bond - US	HC_SAVINGS_BOND_LOG_USA	SAVINGS_BOND_LOG	EMPLID
PAYR	TAXCA	Tax Data - CAN	HC_TAX_DATA_CAN_CAN	TAX_DATA_CAN1	EMPLID
PAYR	TAXSF	Tax Data - USF	HC_TAX_DATA_USA2	TAX_DATA1	EMPLID
PAYR	TAXUS	Tax Data - US	HC_TAX_DATA_USA6	TAX_DATA1	EMPLID
STOCK	STKEX	Stock Excercise	HC_ST_EXER_SRCH_GBL	ST_EXER_SRCH1	EMPLID
STOCK	STOCA	Stock Activity	HC_ST_RUNCTL_STOK002_GBL9	ST_RUNCTL_STOK002	EMPLID
TRNG	CENRL	Course Enrollment	HC_TRN_STUDNT_CRS_DT2_GBL	COURSE_STUDNT_ENRL	EMPLID
TRNG	TRNSU	Training Summary	HC_TRN_STUDNT_CRS_SU3_GBL	TRN_STUDNT_CRS_SUM	EMPLID

Link Definitions for PeopleSoft HRMS 8.0 SP1

This table lists the link definitions delivered by PeopleSoft for PeopleSoft HRMS, version 8.0 SP1.

Note. This data is delivered with the Active Flag set to Inactive.

Category	Link Name	Short Name	Content Reference	Page Name	Search Key
BENEF	BENE	Election Entry	HC_BAS_ELECTION_ENTRY_GBL	BENEFITS_ELECTION1	EMPLID
BENEF	BENS	Benefits Summary	HC_BENEFITS_SUMMARY_GBL9	BENEFITS_SUMMARY1	EMPLID
BENEF	DEBEN	Dependent Benefits	HC_DEPEND_BENEF_GBL1	DEPEND_BENEF1	EMPLID
BENEF	DISP	Disability Plans	HC_DISABILITY_BENEFIT_GBL	DISABILITY_BENEFIT	EMPLID
BENEF	EVENT	Create Event	HC_BAS_ON_DEM_EM_PG_GBL	BAS_ON_DEM_EM	EMPLID
BENEF	FSACA	FSA Plans (CAN)	HC_FSA_BENEFITS_CAN_GBL	FSA_BENEFITS	EMPLID
BENEF	FSAUS	FSA Plans (USA)	HC_FSA_BENEFITS_GBL	FSA_BENEFITS	EMPLID
BENEF	HLTH	Health Plans	HC_HEALTH_BENEFITS_GBL4	HEALTH_BENEFITS1	EMPLID
BENEF	L/ADD	Life/ADD Plans	HC_LIFE_ADD_BENEF_GBL	LIFE_ADD_BENEF1	EMPLID
BENEF	LEAP	Leave Plans (USA)	HC_LEAVE_PLANS_GBL	LEAVE_PLANS	EMPLID
BENEF	LEAPC	Leave Plans (CAN)	HC_LEAVE_PLANSA_GBL	LEAVE_PLANS	EMPLID
BENEF	PENUS	Pension Plan (USA)	HC_US_PENSION_PLANS_GBL	PENSION_PLAN1	EMPLID
BENEF	PPCAN	Pension Plan (CAN)	HC_PENSION_PLAN_GBL5	PENSION_PLAN1	EMPLID
BENEF	RETP	Retirement Plans	HC_RTRMNT_PLANS_GBL	RTRMNT_PLANS	EMPLID
BENEF	SAVP	Savings Plans	HC_SAVINGS_PLANS_GBL	SAVINGS_PLANS1	EMPLID
BENEF	VACP	Vacation Plans	HC_VACATION_BENEFIT_GBL	VACATION_BENEFIT	EMPLID
HRMS	EMERC	Emergency Contacts	HC_EMERGENCY_CONTACT_GBL4	EMERGENCY_CONTACT	EMPLID
HRMS	JOBD	Job Data Information	HC_JOB_DATA_GBL	JOB_DATA1	EMPLID
HRMS	JOBS	Job Summary	HC_JOB_SUMMARY_GBL7	JOB_SUMMARY	EMPLID
HRMS	PERSD	Personal Data	HC_PERSONAL_DATA_GBL7	PERSONAL_DATA1	EMPLID
PAYR	DIRDC	Direct Deposit - CAN	HC_DIRECT_DEPOSIT_CAN_CAN	DIRECT_DEPOSIT_CAN	EMPLID
PAYR	Direct Deposit - USF	Direct Deposit - USF	HC_DIRECT_DEPOSIT_USA3	DIRECT_DEPOSIT	EMPLID
PAYR	Direct Deposit -US	Direct Deposit - US	HC_DIRECT_DEPOSIT_USA5	DIRECT_DEPOSIT	EMPLID
PAYR	GENDC	General Deduct -US	HC_GENL_DED_DATA_USA8	GENL_DED_DATA	EMPLID
PAYR	GENDC	General Deduct - CAN	HC_GENL_DED_DATA_CAN	GENL_DED_DATA	EMPLID
PAYR	GENDU	General Deduct - USF	HC_GENL_DED_DATA_USF	GENL_DED_DATA	EMPLID
PAYR	PAYSC	Paysheets - CAN	HC_PAY_SHEET_ADD_CAN	PAY_SHEET_ADD_S	EMPLID
PAYR	PAYSF	Paysheets - USF	HC_PAY_SHEET_ADD_USA9	PAY_SHEET_ADD_S	EMPLID
PAYR	PAYSU	Paysheets - US	HC_PAY_SHEET_ADD_USA8	PAY_SHEET_ADD_S	EMPLID
PAYR	PCHK	Paycheck -US	HC_PAY_CHECK_USA5	PAY_CHECK_E	EMPLID
PAYR	PCHKC	Paycheck - CAN	HC_PAY_CHECK_CAN2	PAY_CHECK_E	EMPLID
PAYR	PCHKU	Paycheck - USF	HC_PAY_CHECK_USF4	PAY_CHECK_E	EMPLID
PAYR	SAVB	Savings Bond - US	HC_SAVINGS_BOND_LOG_USA	SAVINGS_BOND_LOG	EMPLID
PAYR	TAXCA	Tax Data - CAN	HC_TAX_DATA_CAN_CAN	TAX_DATA_CAN1	EMPLID
PAYR	TAXSF	Tax Data - USF	HC_TAX_DATA_USA2	TAX_DATA1	EMPLID
PAYR	TAXUS	Tax Data - US	HC_TAX_DATA_USA6	TAX_DATA1	EMPLID
STOCK	STKEX	Stock Excercise	HC_ST_EXER_SRCH_GBL	ST_EXER_SRCH1	EMPLID
STOCK	STOCA	Stock Activity	HC_ST_RUNCTL_STOK002_GBL9	ST_RUNCTL_STOK002	EMPLID
TRNG	CENRL	Course Enrollment	HC_TRN_STUDNT_CRS_DT2_GBL	COURSE_STUDNT_ENRL	EMPLID
TRNG	TRNSU	Training Summary	HC_TRN_STUDNT_CRS_SU3_GBL	TRN_STUDNT_CRS_SUM	EMPLID

Link Definitions for PeopleSoft CRM

This table lists the link definitions delivered by PeopleSoft CRM.

Note. This data is delivered with the Active Flag set to Active.

Category	Link Name	Short Name	Portal CREF	Content Reference	Class Path	Class ID	Search Key	Method
RELA	ASSET	Asset Discovery	EMPLOYEE	CR_RC_ASSET_DISCOVERY			EMPLID
RELA	BPRJ	Create Workflow			RC_LINKAPPS_RC	PCode		ExecuteGen-BusinessProject
RELA	BSCR	Branch Script			RC_LINK:APPS_RC	PCode		ExecuteGen-Script
RELA	CREQ	Change Request			RC_LINK:APPS_RC	PCode		CreateChangeRequest
RELA	FRAUD	Case Fraud Workflow			RC_LINKAPPS_RC	PCode	BP_ID	ExecuteGen-BusinessProject
RELA	LEAD	Sales Lead			RC_LINK:APPS_RC	PCode		CreateLead
RELA	NDEF	Defect -Create New			RC_LINK:APPS_RC	PCode		CreateDefect
RELA	ORDER	Sales Order			RC_LINK:APPS_RC	PCode		CreateSales-Order
RELA	RDEF	Defect — Relate			RC_LINK:APPS_RC	PCode		RelateDefect
RELA	REMOT	Remote Control		CR_RC_REMOTE_CONTROL			EMPLID
RELA	RMA	Create RMA			RC_LINK:APPS_RC	PCode		CreateRMA
RELA	SO	Service Order			RC_LINK:APPS_RC	PCode		CreateSO

Setting Up Content References

This section discusses how to:

Set up content references.
Set up security for content references.

Pages Used to Set Up Content References

Page Name	Object Name	Navigation	Usage
Content Ref Administration	PORTAL_CREF_ADM	PeopleTools, Portal, Structure and Content Click the Add Content Reference link.	Set up content references.
Content Reference Security	PORTAL_CREF_SEC	PeopleTools, Portal, Structure and Content, Add Content Reference, Security Click the Add Content ReferenceLink. Access the Security page.	Set up security for content references.

Page Name

Object Name

Navigation

Usage

Content Ref Administration

PORTAL_CREF_ADM

PeopleTools, Portal, Structure and Content

Click the Add Content Reference link.

Set up content references.

Content Reference Security

PORTAL_CREF_SEC

PeopleTools, Portal, Structure and Content, Add Content Reference, Security

Click the Add Content ReferenceLink. Access the Security page.

Set up security for content references.

Setting Up Content References

PeopleSoft delivers the content references for PeopleSoft HRMS. To link to non-PeopleSoft locations, you must register the links as content references for the employee portal.

Note. To link to non-Peoplesoft content, you must license the PeopleSoft Enterprise Portal.

Based on the security provided in the portal, individual agents will see the links for the content to which they have access only.

See PeopleTools Internet Technology

Setting Up Security for Content References

The availability of a link is based on the security that you define for the content reference. You must set up security that matches the security for the target page. If there is a mismatch, users receive an error message when they try to access the page.

See PeopleTools Internet Technology

Viewing and Modifying Link Definitions

This section discusses how to:

View and modify link groups.
View and modify link categories.
View and modify link definitions.

Pages Used to View and Modify Link Definitions

Page Name	Object Name	Navigation	Usage
Link Group	RC_LINK_GROUP	Set Up CRM, Product Related, Call Center, Link Group, Link Group	View and modify the link groups into which link categories are organized.
Link Category	RC_LINK_CAT_PNL	Set Up CRM, Product Related, Call Center, Link Category, Link Category	View and modify the categories into which link definitions are organized.
Link Definition	RC_LINK_PNL	Set Up CRM, Product Related, Call Center, Link Definition, Link Definition	View and modify link definitions.

Viewing and Modifying Link Groups

Access the Link Group page.

Link Category

Select a link category that contains the desired link definition, to be a part of this link group.

Version

Select a version. There can be multiple versions of a category, each associated with a different target system (for example PeopleSoft HRMS 8.8, PeopleSoft HRMS 8.3, and so on). However, only one version of a category can be active at any time. Only the active versions will appear in this drop down list box.

Link Name

Select a link name. Only those link definitions that are defined within the selected link category will appear in the drop down list box.

Note. To add a new link group, click the Add button at the end of the row.

Viewing and Modifying Link Categories

Access the Link Category Definition page.

Modify System Data

Click to modify the system data and enter information into the Active Flag, Order, Short Name, and Long Description fields. The following message appears: This object was delivered by PeopleSoft but updated by the customer.

Active Flag

Select either Active or Inactive.

Order

Enter a number to indicate the order in which you want the item to appear on the Case page.

Note. To add new information, click the Add button at the end of the row.

Viewing and Modifying Link Definitions

Access the Link Definition page.

Link Details

Link Name	Enter a name for this link.
Short Name	Enter a short name for this link definition. The value of this field is what appears on the Link Group definition.
Self-Service	The value of this field is what appears on the self-service application.
Long Description	Enter a long description.
Status	Select either Active or Inactive. Only the active link definitions will be included in the Link Category drop down list box on the Case page
Default	Select this check box if you want the link to become the default for the category when it appears on the Case page. Note. Because users may not have access to all links, you can set multiple defaults.
Solvable	Select this check box if you want the agent to close a case by performing an action. Closing a case by performing an action is a manual press — if the agent performs an action that resolves the case, then the agent must change the case status to “Closed” and save the Case page. If the actions is marked as “Solvable” and the agent tries to close the case, then the following error message will appear: Associate a resolution before closing the case. Note. All the Actions will be delivered as non-solvable out-of-the-box.
Open in New Window	Select this check box if you want a new browser session to appear when the agent selects the action and clicks the Go button on the Case page. Note. This option is applicable for those link definitions that are Portal CREFs.
Self-Service	Select this check box to have this action available on the Manage Case page in self-service applications.
Usage	Displays the usage count. This value in this field increments each time the system adds the link to the Link Actions Taken for this Case group box in the Action Information group box on the Case page. To find out which links are used most often, you can write reports using this field.

Transfer Details

Portal CREF	Select this option.
Portal Name	Select the object name that you want to associate with the link.
Content	This is the actual content reference.
Action	Select the page mode that will appear when the page is accessed. Values are Add, Correction, or Update.
PeopleCode	Select this option the PeopleCode method needs to be invoked when the action is performed.
Class ID	Specify the name of the application class.
Class Path	Specify the class path of the application package.
Method Name	Specify the method name.
To FieldName	These fields identify the search keys that the system uses to access the linked component. These Search keys can be mentioned by associating Terms of Active Analytics Framework. These Terms are resolved when an Action is performed from the Case page. For example EMPILID (employee ID) is the search key used for most PeopleSoft HRMS transactions and is associated as Term to the Link Definition. A Term can be a Configurable Term, this Term when selected will appear as hyperlink in the Search Keys grid. User will have to click on the hyperlink will provide the value for the configurable Term. For example see Defect Workflow Link Definition in Related Actions Link category.
Term Name	This value is not editable if the selected term is not configurable. If the selected term is configurable, then this field appears as a hyperlink. See Understanding Active Analytics Framework.

DrillDown Details

This section captures the details about the component and page to transfer control to when the user clicks on one of the rows in the Related Actions Summary on the Case Summary page.

Navigation	Select this option.
Market	Select the object name that you want to associate with the link.

Related Action Status Details

This section captures the PeopleCode method that will be invoked to get the status of the action that is performed. This status is displayed o the Related Actions Summary grid on the Case Summary page.

PeopleCode	Select the PeopleCode method to be invoked to capture the status of the action.
Class ID	Specify the name of the application class.
Class Path	Specify the class path of the application package.
Method Name	Specify the method name.
Static Value	Select this option if the static status value needs to be displayed for an action.
Static Status	Select this static status value to be displayed for this link definition.

Link Category	Select a link category that contains the desired link definition, to be a part of this link group.
Version	Select a version. There can be multiple versions of a category, each associated with a different target system (for example PeopleSoft HRMS 8.8, PeopleSoft HRMS 8.3, and so on). However, only one version of a category can be active at any time. Only the active versions will appear in this drop down list box.
Link Name	Select a link name. Only those link definitions that are defined within the selected link category will appear in the drop down list box.

Modify System Data	Click to modify the system data and enter information into the Active Flag, Order, Short Name, and Long Description fields. The following message appears: This object was delivered by PeopleSoft but updated by the customer.
Active Flag	Select either Active or Inactive.
Order	Enter a number to indicate the order in which you want the item to appear on the Case page.