HTML

Use to present appropriately sized static HTML pages in Pagelet Wizard pagelets. HTML data source pagelets are compatible with the passthru and custom display formats.

IB Connector

Interacts directly with connectors registered to the Integration Broker and secured using Define IB Connector Security within Pagelet Wizard. This data type should only be used when it is not desirable to use the Integration Broker data type.

Integration Broker

For pagelets that use Integration Broker to retrieve data from external sources. This middleware technology facilitates synchronous and asynchronous messaging among internal systems and with trading partners, while managing message structure, message format, and transport disparities.

Navigation Collections

Use to create Pagelet Wizard pagelets from existing sets of folders and links stored in Navigation Collections. Navigation Collection data source pagelets are compatible with the menu and custom display formats.

PeopleSoft Query

Use to access PeopleSoft application data or any tables within the PeopleSoft environment through Pagelet Wizard pagelets. PeopleSoft Query data source pagelets are compatible with the table, list, chart, and custom display formats.

Rowset

Use to access a rowset record whose data is populated at runtime. This data source is geared toward supplying data to embedded pagelets. Rowset data source pagelets are compatible with the table, list, chart, and custom display formats.

You designate a record as the rowset data source when you design your pagelet using Pagelet Wizard. When the pagelet is executed for display, the data populated for the rowset must contain that record in the first level of the rowset. If the runtime rowset does not contain the record specified in Pagelet Wizard, no data appears in the pagelet.

Search record

Use to create Pagelet Wizard pagelets that provide quick access to specific transactions on a target transaction page. The search record data type enables you to select a basic search record or a component interface.

Use the basic search record data type for simple search lookup pages.

Use the component interface search record data type when the basic search record does not provide the required functionality; for example, when security or PeopleCode considerations need to be taken into account.

Search record data source pagelets are compatible with the search list display format.

URL

URL data type retrieves data from external sources like the Internet. This includes sources such as RSS newsfeeds. Use to display appropriately sized dynamic HTML pages on Pagelet Wizard pagelets. URL data-source pagelets are compatible with the custom and passthru display formats.

Gateways

IB_GATEWAY

PeopleTools, Integration Broker, Configuration, Gateways

Specify the gateway’s location, update configuration settings, and register target connectors to be used with the gateway.

See Managing Integration Gateways.

Define IB Connector Security - Connectors

PTPPB_IBCONN_TRANS

PeopleTools, Portal, Pagelet Wizard, Define IB Connector Security, Connectors

Apply security to a connector that you want to use with the Pagelet Wizard IB Connector data source.

Define IB Connector Security - Default Security

PTPPB_IBCON_DEFSEC

PeopleTools, Portal, Pagelet Wizard, Define IB Connector Security, Default Security

Select one or more permission lists to which you want to provide access to IB Connector. This security will be applied to connectors for which the Apply Default Security option is selected on the Define IB Connector Security - Connectors page.

Define IB Connector Security

PTPPB_IBCON_CUSTSC

Click the Custom Security button on the Define IB Connector Security - Connectors page.

Select one or more permission lists to which you want to provide access to IB Connector. This security will be applied to connectors for which you clicked the Custom Security button on the Define IB Connector Security - Connectors page.

Integration Gateway ID

Select the appropriate Integration Gateway.

Active Flag

Select to activate the connector and make it available for use with the Pagelet Wizard IB Connector data source.

Apply Default Security

Select to apply the default security settings that are defined on the Define IB Connector Security - Default Security page to the connector.

Custom Security

Click to access the Define Connector Security page, where you can define custom security settings for the connector.

Define Transform Types

PTPPB_TXFRMTYP_MTC

PeopleTools, Portal, Pagelet Wizard, Define Transform Types

Define transformation methods that can be applied to Pagelet Wizard pagelet content.

Define Display Formats

PTPPB_DISPFRMT_MTC

PeopleTools, Portal, Pagelet Wizard, Define Display Formats

Define display formats that can be used to format Pagelet Wizard pagelet content.

Define Data Types

PTPPB_DATATYPE_MTC

PeopleTools, Portal, Pagelet Wizard, Define Data Types

Define data types that can be used to supply Pagelet Wizard with pagelet content.

Document Type Definition (DTD)

PTPPB_DATADTD_SBP

Click the View Document Type Definition (DTD) link on the Define Data Types page.

Access the DTD that describes the XML generated by the selected data type.

Transformation Type

Enter the internal name that you want to assign to the transformation type.

Description

For reference purposes only, enter a short description of the transformation type.

Long Description

For reference purposes only, enter a more detailed description of the transformation type.

Package Name

Enter the application class package name that you want to use for the transformation type.

Path

Enter the application class path that you want to use for the transformation type.

Application Class ID

Enter the name of the application class that you want to use for the transformation type. The class must exist in the application package name that you have specified.

Display Format ID

Enter the name that you want to assign to the display format.

Description

Enter a short description of the display format. This short description appears as the display format name value on the Select Display Format page in Pagelet Wizard.

Active

Select to activate the display format and make it a selectable value in Pagelet Wizard.

If you deactivate a display format, the display format is no longer available for selection on the Select Display Format page when accessed for associated data types.

Existing pagelets that have been created using a deactivated display format are unaffected; however, you can no longer use Pagelet Wizard to change the display settings for those pagelets.

Long Description

Enter a detailed description of the display format. This long description appears as the display format description on the Select Display Format page in Pagelet Wizard.

Sort Order

Enter a numeric value to specify the order in which you want the display format to appear as a selectable field value relative to other display formats on the Select Display Format page.

See Step 4: Selecting a Pagelet Display Format.

Image Name

Select the image that you want to appear with the display format name and description on the Select Display Format page.

Transformation Type

Display formats use a transformation technology. Select the transformation type that you want to use for the display format. Available transformation types are defined on the Define Transform Types page.

See Defining Transformation Types.

Page Name

Enter the object name of the page to be used to define display options for this display format. This page must exist in the PTPPB_WIZARD component in PeopleSoft Application Designer.

Package Name

Enter the application class package name to use for the display format.

Path

Enter the application class path to use for the display format.

Application Class ID

Enter the name of the application class to use for the display format. The class must exist in the application package name that you specify.

Data Type

Enter the internal name that you want to assign to the data type.

Description

Enter a short description of the data type. This short description appears as the prompt list value when you select data sources in Pagelet Wizard.

Active

Select activate the data type and make it a selectable value in Pagelet Wizard.

If you deactivate a data type, the data type is no longer available for selection on the Select Data Source page.

If you deactivate a data type that is in use, associated pagelets do not display data. The pagelets display an error message instead.

Long Description

Enter a detailed description of the data type. This long description appears as the data type description on the Select Data Source page in Pagelet Wizard.

Package Name

Enter the application class package name that you want to use for the data type.

Path

Enter the application class path that you want to use for the data type.

Application Class ID

Enter the name of the application class that you want to use for the data type. The class must exist in the application package name that you specify.

Display Format ID

Enter the display formats that are supported by the data type. You can select from existing display formats defined on the Define Display Formats page.

See Defining Display Formats.

View Document Type Definition (DTD)

Click to access the Document Type Definition (DTD) page, where you can access the DTD that describes the XML generated by the selected data type.

Define XSL

PTPPB_XSLPROT_MTCE

PeopleTools, Portal, Pagelet Wizard, Define XSL

Create custom XSL definitions for use with Pagelet Wizard.

NAV_SMALLIMAGES

NAVIGATION_COLLECTION

Small Images

LIST_QUERY

PSQUERY

Bullet List

NUMBERED_LIST_QUERY

PSQUERY

Numbered List

TABLE_QUERY

PSQUERY

Table

PAPP_IB_BULLET_LIST

IBDATASOURCE

Bullet List

PAPP_IB_CUSTOM_LIST

IBDATASOURCE

Customizable List

PAPP_IB_CUSTOM_TABLE

IBDATASOURCE

Customizable Table

PAPP_IB_NUMBER_LIST

IBDATASOURCE

Numbered List

PAPP_IB_NUMBER_LIST_H

IBDATASOURCE

Numbered List - Header

PAPP_IB_SKELETON

IBDATASOURCE

Skeleton XSL

PAPP_IB_TABLE

IBDATASOURCE

Table

PAPP_URL_ATOM03

URL

ATOM 0.3

PAPP_URL_RSS

URL

RSS

PAPP_URL_RSS091

URL

RSS 0.91-0.93

PAPP_URL_RSS10

URL

RSS 1.0

PAPP_URL_RSS20

URL

RSS 2.0

PAPP_URL_SKELETON

URL

Skeleton XSL

XSL Prototype ID

Enter an ID for the XSL prototype.

Description

Enter a description of the XSL prototype. The text that you enter here appears as available XSL template field values on the Specify Display Options page when you create a custom display format pagelet.

See Specifying Custom Display Options.

Active

Select to activate the XSL prototype and make it an available XSL template field value on the Specify Display Options page for custom display format pagelets.

If you deactivate an XSL prototype, the prototype is no longer available for selection on the Specify Display Options page for the custom display format. Existing pagelets that have been created using the deactivated XSL prototype are unaffected.

Long Description

For reference purposes only, enter a long description of the XSL prototype.

Data Type

Select the applicable data type for the XSL prototype. You can assign only one data type per XSL prototype.

Define XSL

Enter XSL code for formatting pagelet XML data in the desired pagelet format.

Delete XSL

Click to delete the XSL prototype definition. You will be prompted to confirm your deletion.

Define Header

PTPPB_HDR_MTCE

PeopleTools, Portal, Pagelet Wizard, Define Headers, Define Header

Create a pagelet header design. Enter HTML that you want to appear on the header.

Define Headers - Specify Image

PTPPB_HDR_IMAGE

PeopleTools, Portal, Pagelet Wizard, Define Headers, Define Header, Specify Image

Specify an image that you want to appear on the pagelet header. Specify image properties.

Define Headers - Preview

PTPPB_HDR_PREVIEW

PeopleTools, Portal, Pagelet Wizard, Define Headers, Define Header, Preview

View the fully assembled pagelet header. After previewing the pagelet header, you can adjust the HTML and image parameters as needed.

Define Footer

PTPPB_FTR_MTCE

PeopleTools, Portal, Pagelet Wizard, Define Footers, Define Footer

Create a pagelet footer design. Enter HTML that you want to appear on the footer.

Define Footers - Specify Image

PTPPB_FTR_IMAGE

PeopleTools, Portal, Pagelet Wizard, Define Footers, Specify Image

Specify an image that you want to appear on the pagelet footer. Specify image properties.

Define Footers - Preview

PTPPB_FTR_PREVIEW

PeopleTools, Portal, Pagelet Wizard, Define Footers, Preview

View the fully assembled pagelet footer. After previewing the pagelet footer, you can adjust the HTML and image parameters as needed.

Header ID

Enter an ID for the pagelet header.

Description

Enter a description of the pagelet header. The text that you enter here appears as the selectable field value in the Header field when users assign headers to pagelets on the Specify Display Options page.

Active

Select to activate the pagelet header and make it a selectable field value in the Header field on the Specify Display Options page.

If you deactivate a header that is in use, the header no longer appears on associated pagelets. In addition, the header is not be available for selection on the Specify Display Options page.

Long Description

For reference purposes only, enter a long description of the pagelet header.

HTML Area

Enter the HTML code that you want to use to generate the pagelet header. You can enter both HTML text and image references. Alternatively, you can include an image by selecting it on the Specify Image page.

Delete Header

Click to delete the pagelet header design. You will be prompted to confirm your deletion.

Image Source

Select the image source. Options are:

System Catalog. Select to specify an image from the PeopleTools system image catalog.

External Source. Select to specify an image from a source external to the PeopleTools system image catalog.

Image Name

If you select the System Catalog image source, click the Search button to access a list of existing images.

Image URL

If you select the External Source image source, enter a URL for the desired image file. All image types are supported. Ensure that the location of the image provides reliable access.

Alignment

Select the alignment of the image. Options are:

Left: Select to align the image with the left margin of the pagelet.

Right: Select to align the image with the right margin of the pagelet.

Height

Enter the image height in pixels if the image needs to be resized. If you enter an image height, the system adjusts the image width to fit the image height.

Width

Enter the image width in pixels if the image needs to be resized. If you enter an image width, the system adjusts the image height to fit the image width.

Float Over Text

Enter text that you want to appear when the user moves the cursor over the image.

Footer ID

Enter an ID for the pagelet footer.

Description

Enter a description of the pagelet footer. The text that you enter here appears as the selectable field value in the Footer field when users assign footers to pagelets on the Specify Display Options page.

Active

Select to activate the pagelet footer and make it a selectable field value in the Footer field on the Specify Display Options page.

If you deactivate a footer that is in use, the footer no longer appears on associated pagelets. In addition, the footer is not be available for selection on the Specify Display Options page.

Long Description

For reference purposes only, enter a long description of the pagelet footer.

HTML Area

Enter that HTML code that you want to use to generate the pagelet footer. You can enter both HTML text and image references. Alternatively, you can include an image by selecting it on the Specify Image page.

Delete Footer

Click to delete the pagelet footer design. You will be prompted to confirm your deletion.

Image Source

Select the image source. Options are:

System Catalog: Select to specify an image from the PeopleTools system image catalog.

External Source: Select to specify an image from a source external to the PeopleTools system image catalog.

Image Name

If you select System Catalog as the image source, click the Search button to access a list of existing images.

Image URL

If you select External Source as the image source, enter a URL for the desired image file. All image types are supported. Ensure that the location of the image provides reliable access.

Alignment

Select the alignment of the image. Options are:

Left: Select to align the image with the left margin of the pagelet.

Right: Select to align the image with the right margin of the pagelet.

Height

Enter the image height in pixels if the image needs to be resized. If you enter an image height, the system adjusts the image width to fit the image height.

Width

Enter the image width in pixels if the image needs to be resized. If you enter an image width, the system adjusts the image height to fit the image width.

Float Over Text

Enter text that you want to appear when the user moves the cursor over the image.

Define Categories

PTPPB_PGLTCATG_MTC

PeopleTools, Portal, Pagelet Wizard, Define Categories

Define categories used to organize pagelets created using Pagelet Wizard.

Specify Pagelet Information

PTPPB_WIZ_INFO

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Define description and summary information for a pagelet.

Select Data Source

PTPPB_WIZ_DATASRC

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Click the Next button or the icon for step 2.

Select the type of data source for the pagelet.

HTML Text

Enter the HTML code that you want to use as the data source for the pagelet. You can enter an HTML document or fragment. This HTML can include embedded JavaScript.

Ensure that the HTML that you enter generates content that is appropriately sized for pagelet display.

See Defining Data Types.

Integration Gateway ID

Select the Integration Broker gateway that contains the connector that you want to use to supply content to the pagelet.

Connector ID

Select the connector that you want to use to supply content to the pagelet.

Service Operation

Select the requesting service operation that you want to be the data source for the pagelet.

Receiver Node Name

Select the node that is associated with the selected requesting service operation.

Data Type

Select Navigation Collection.

Portal Name

Select the portal that contains the navigation collection for the pagelet.

Collection Name

Select the name of the Navigation Collection that you want to use to create the pagelet.

Data Type

Select PS Query.

Query Name

Select a query to serve as the data source for the pagelet. You can select any public query in the local database.

PeopleSoft queries provide SQL access to any table recognized by the PeopleSoft system. This includes external, remote tables that are recognized by the PeopleSoft system by way of a database link.

See Creating and Running Simple Queries.

Inputs

Displays the data source parameter fields that correspond to the query’s input prompts. Also displays the required system-supplied .MAXROWS query data source parameter that you can use to limit the amount of data returned to the pagelet.

Outputs

Displays the data source parameter fields that correspond to the query’s output.

Record Name

Select the record that contains the layout of the rowset you want to use to supply your pagelet with data. Records available for selection are records that are tables or views.

Data Type

Select Search Record.

Portal Name

Select the portal in which the search record for the pagelet resides.

Content Reference

Select the content reference for the search record.

Access Type

Select the type of access for the search record data. Options are:

Basic Search Record: Select to have the search record pagelet retrieve data based on the basic search record defined in the selected portal.

CI: <component interface name>: Select when the basic search record does not provide the required functionality; for example, when security or PeopleCode considerations need to be taken into account This option is available if the selected search record has an associated component interface. Select to have the search record pagelet retrieve data by way of the component interface.

See Developing the Component Interface.

Inputs

Displays search record key input fields, as well as other system-required input fields that are used to derive data that is displayed on the search record pagelet.

Outputs

Displays search record key output fields, as well as other output fields for which search results are displayed on the search record pagelet. These output fields are derived from the drop-down list box fields on the search record.

If the SHOWRESULTS data source parameter field for the pagelet is set to N, the search key output fields appear as Search By drop-down list values on the pagelet.

Description

Displays a description of the data source parameter.

Usage Type

Select the type of end-user accessibility that you want to grant for the data source parameter field when it appears on the pagelet. Options are:

• Not Used: Select if it will not be used on the pagelet.

• Fixed: Select to enter a fixed value for the data source parameter that the pagelet end user cannot modify.

• System Variable: Select to assign a system variable as the data source parameter value. The value of the system variable is automatically inserted into the parameter when the pagelet appears. When you select this option, the pagelet end user cannot modify the data source parameter.

  For example, suppose that you specify %UserId as the system variable for a User data source parameter field. When the pagelet appears on a user’s homepage, the User field is populated by the %UserId system variable, which is the user ID used to access the pagelet.

• User Specified: Select to enable end users to specify a data source parameter value for this field. When a pagelet contains a user-specified field, the Customize button appears on the pagelet title bar.

  End users can click this button to access a personalization page, where they can select a data source parameter value that they want to appear by default on the pagelet when they access it. They can select a value from a prompt, or they can manually enter their own value if no prompt values are available.

  If you change the usage type from or to User Specified for a data source parameter on a published homepage pagelet, you must unpublish and republish the pagelet.

• Admin Specified: Enables users with administrative privileges to specify variables for this field, as well as access the Configure link on the published pagelet and select from those parameters for users.

Default Value

If you select User Specified or Admin Specified as the usage type and the data source parameter is a required value, you must enter the default value that should appear before a user enters a value. If the data source parameter is not a required value, you do not have to enter a default value.

If you select a default value when defining available user-specified values on the Specify Data Source Parameter Values page, that default value populates this field.

If you select User Specified as the usage type, you can enter a system variable as the default value. For example, to make the current date the default value for a user-specified parameter, enter a default value of %Date.

If you select System Variable as the usage type, you must enter the system variable to use as the data source parameter value.

See Understanding System Variables Supported as Data Source Parameters.

If you select Fixed as the usage type, you must enter the fixed value.

You can enter a value that includes the % and * wildcards at the beginning or end of a value in the Default Value field.

If you select Fixed as the usage type and the data source parameter has associated prompt values, you can use the Look up Value button to search for available data source parameter values.

If you select System Variable as the usage type, you can use the Look up Value button to access a list of valid system variables.

If you select User Specified as the usage type, this button does not appear.

User Values

If you select User Specified as the usage type, click to access the Specify Data Source Parameter Values page.

See Step 3: Specifying Pagelet Data Source Parameters.

Specify Data Source Parameters

PTPPB_WIZ_DATAPRMS

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Click the Next button on the Select Data Source page, or click the icon for step 3.

Configure the data source parameters required for the data to be displayed on the pagelet. For instance, when entering data source parameters for a query pagelet, you specify input data that extracts output data to the pagelet. The parameters vary depending on the data source selected on the Select Data Source page.

This page is accessible only when building a pagelet with a data source that allows modification of associated parameters. These data sources include PeopleSoft Query, search record, and Navigation Collections.

Note. This step is not applicable when creating pagelets with an HTML data source.

Specify Data Source Parameter Values

PTPPB_WIZ_PRMVALS

Click the Values link on the Specify Data Source Parameters page.

Enter values for the end user to select from when personalizing user-specific parameters on a pagelet.

Note. This page is accessible only for data source parameters for which you have selected the User Specified or Admin Specified usage types.

Field Name

Displays the following data source parameters required by the Navigation Collection data source.

.INCLUDECHILDREN: Determines whether the pagelet displays Navigation Collection child links.

.MAXCHILDLINKS: If the pagelet is defined to display child links, determines the maximum number of Navigation Collection child links to display.

Required

This option is selected if the data source parameter must contain a value on the pagelet to retrieve data successfully. For example, the .INCLUDECHILDREN field is required.

If this option is selected and display-only, the value is set in the application class at the API level.

Reset to Default

Click to reset the values on this page to the default values specified by the Navigation Collection data source API.

Values

Click the Values link to set the default values for users.

See Understanding PeopleSoft Integration Broker.

Field Name

Displays the data source parameters that correspond to the query prompts associated with the selected query. Also displays the required system-supplied .MAXROWS query data source parameter that you can use to limit the amount of data returned on the pagelet.

Required

This option is selected if the data source parameter must have a value entered on the pagelet to retrieve data successfully. For example, the .MAXROWS field is required.

If this option is selected and display-only, the value is set in the application class at the application programming interface (API) level.

If you leave this option cleared, the data source parameter value can be clear at runtime, or it can be entered to refine the data selection criteria.

Prompts tied to the IN clause of the query will not be marked as required.

Reset to Default

Click to reset the values on this page to the default values specified by the query data source API.

Values

Click the Values link to set the default values for users.

Field Name

Displays the data source parameters that correspond to the search keys required for the search record. Also displays the required system-supplied .MAXROWS and SHOWRESULTS search record data source parameters.

Use the .MAXROWS field to limit the amount of data returned to the pagelet.

Use the SHOWRESULTS field to determine whether search results appear on the pagelet.

If this field value is set to Y, search record results appear directly on the pagelet with links to transaction data.

In addition, if this field value is set to Y, the search results grid displays results based on the supplied data source parameter default key field values. If no defaults are supplied, all results appear, up to the .MAXROWS value defined for the pagelet.

If this field value is set to N, the pagelet displays a search prompt for the selected search record. The Search By drop-down list values available on the pagelet are the search keys for the search record.

If data source parameter default key field values have been defined, when the pagelet is initially accessed, the default value appears in the begins with pagelet field.

Required

This option is selected if the data source parameter must have a value entered on the pagelet to retrieve data successfully. For example, the .MAXROWS and SHOWRESULTS fields are required.

If this option is selected and display-only, the value is set in the application class at the API level.

Search key values are not required because the search record pagelet supports partially populated keys so that you can define the pagelet to return all possible results.

If you leave this option clear, the data source parameter value can be blank at runtime, or the value can be provided to refine the data selection criteria.

Reset to Default

Click to reset the values on this page to the default values specified by the search record data source API.

Values

Click the Values link to set the default values for users.

Select Display Format

PTPPB_WIZ_DISPFRMT

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Click the Next button on the Specify Data Source Parameters page, or click the icon for step 4.

Specify the data transformation method and display format for the pagelet.

Table

Available for query and rowset data source pagelets.

List

Available for query and rowset data source pagelets.

Chart

Available for query and rowset data source pagelets.

Menu

Available for Navigation Collection data source pagelets.

Search List

Available for search record data source pagelets.

Passthru

Available for HTML source pagelets.

Custom

Available for HTML, Navigation Collection, query, rowset, and search record data source pagelets.

Click the Link Options icon to access the Link Details page, where you can enter values that link elements in the pagelet to pages (components or URLs) that provide details about the data.

See Specifying Data Link Details.

Header

Select a pagelet header. You can select from headers that are defined on the Define Header page.

See Defining Headers.

Opening Text

Select the type of opening text that you want to appear on the pagelet. Options are:

Freeform Text/HTML: The Text field appears. Enter the opening text that appears on the pagelet.

Message Catalog Entry: The Message Set and Number fields appear. Select the message set and message number that appear as opening text on the pagelet. You can select from the messages defined in the database.

See Message Catalog.

Show “View Source Data” Link

Displays when PS Query is selected as the data source for a pagelet. Select to display the Full Query Results link on the pagelet. Click the Full Query Results link to access the full results of the query used for the pagelet.

Closing Text

Select the type of closing text that appears on the pagelet. Options are:

Freeform Text/HTML: The Text field appears. Enter the closing text that appears on the pagelet.

Message Catalog Entry: The Message Set and Number fields appear. Select the message set and message number that appear as closing text on the pagelet. You can select from the messages defined in the database.

See Message Catalog.

Footer

Select a pagelet footer. You can select from footers that are defined on the Define Footer page.

See Defining Footers.

Customize

Click to customize the pagelet by applying a custom XSL template, or by directly editing the XSL resulting from the pagelet display options you have defined so far. When you click Customize, you switch from a non-custom display format selected on the Select Display Format page, to a custom format of your definition.

The XSL field is populated based upon preexisting display options set for the original non-custom display format. You can edit the XSL directly in the XSL field and retain as much of the original non-custom display options as you wish. Keep in mind that if you apply an XSL template using the XSL Template field, the XSL is regenerated based on the selected template and original non-custom display options you have set may be overridden. Making any edits to the XSL, either directly or by assigning a template, disconnects the pagelet definition from the original non-custom display format.

When you click the Customize button, the current pagelet definition is saved for restoration purposes. You can revert to this pre-customization pagelet definition by clicking the Undo Customizations button.

Clicking this button assigns your pagelet to the Custom design format on the Select Display Format page - Step 4. When you return to the Specify Publishing Options page - Step 5, you will access the version of the page for the Custom display format.

See Specifying Custom Display Options.

Specify Display Options (table format)

PTPPB_WIZ_DISP_TBL

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Select Table as the display format and click the Next button on the Select Display Format page, or click the icon for the step 5.

Enter pagelet table formatting details and header and footer options. Preview the pagelet.

Set Thresholds

PTPPB_WIZ_TRSHVALS

Select the Set Thresholdsbutton in the Table Options of Step 5 in Pagelet Wizard.

Specify the default threshold options for tables in pagelets.

Specify Display Options (passthru format)

PTPPB_WIZ_DISP_PST

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Select Passthru as the display format and click the Next button on the Select Display Format page, or click the icon for step 5.

Enter pagelet passthru formatting details and header and footer options. Preview the pagelet.

Specify Display Options (search list format)

PTPPB_WIZ_DISP_SRC

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Select the Search List as the display format and click the Next button on the Select Display Format page, or click the icon for step 5.

Enter pagelet search list formatting details and header and footer options. Preview the pagelet.

Specify Display Options (menu format)

PTPPB_WIZ_DISP_NAV

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Select Menu as the display format and click the Next button on the Select Display Format page, or click the icon for step 5.

Enter pagelet menu formatting details and header and footer options. Preview the pagelet.

Specify Display Options (list format)

PTPPB_WIZ_DISP_LST

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Select List as the display format and click the Next button on the Select Display Format page, or click the icon for step 5.

Enter pagelet list formatting details and header and footer options. Preview the pagelet.

Specify Display Options (chart format)

PTPPB_WIZ_DISP_CHT

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Select Chart as the display format and click the Next button on the Select Display Format page, or click the icon for step 5.

Enter pagelet chart formatting details and header and footer options. Preview the pagelet.

Specify Display Options (custom format)

PTPPB_WIZ_DISP_CUS

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Select Custom as the display format and click the Next button on the Select Display Format page, or click the icon for step 5.

Enter pagelet custom formatting details and header and footer options. Preview the pagelet.

Link Details

PTPPB_WIZ_LINK_DTL

Click the Link Options icon on the Specify Display Options page.

Enter linking details that convert pagelet column data into drill-down links to pages that provide details about the pagelet data.

Column Name

Displays possible column headings provided by the selected data source parameters. Use the drop-down list boxes to set the order in which the columns appear on the table-formatted pagelet. Use the Add button or the Delete button to add or remove columns.

Alignment

Specify the alignment of the text in the column. Options are Center, Left, and Right.

Link Options

Click the Link Options icon to display the Link Details page where you can set paths, parameters, and behavior of links.

See Specifying Data Link Details.

Allowed Comparators

The system displays the column names and enables you to set the comparators for that column based on numbers, text, or both.

Allow User Thresholds

Select this checkbox to enable users to set their own threshold values for the table from the Personalization page.

Column Name

Select the column name from the drop-down list box.

Comparator

Select a comparator value for each column

Value

Enter the threshold value for the column. When this value is reached, the highlight and color attributes become active.

Highlight

If you choose to have highlighting for the threshold, select either the entire row or just a single cell.

Color

Select the color for the column.

Use the arrows to move each individual column up or down in the table.

Top Level Title

Select to have the menu pagelet display the top-level title defined in the underlying Navigation Collection.

Top Level Description

Select to have the menu pagelet display the top-level description defined in the underlying Navigation Collection.

Maximum Columns

Select the number of columns to display (options are 1 through 4) on the Navigation Collection menu pagelet. Narrow pagelets display contents in one column. Wide pagelets can display contents in up to four columns.

See Overview of Pagelet Wizard Display Sizes.

Display Order

Select the order in which you want Navigation Collection elements to appear on the menu pagelet. When you create a Navigation Collection, you define the order of folders and links in the collection using options in the Placement Properties group box on the Edit Folder page and the Edit Link page. Options are:

Left to Right: Select to display the elements from left to right on the menu pagelet.

Top to Bottom. Select to display the elements from top to bottom on the menu pagelet.

Alternate Row Shading

Select to display alternate row shading on the menu-formatted pagelet.

Parent Images

Select the type of images you want to display for parent-level Navigation Collection elements (folders) on the menu pagelet. When you create a Navigation Collection, the collection definition includes specified large and small images that appear for parent-level elements in the Navigation Collection. Options are:

Large Images: Select to have the menu pagelet display the large folder image defined for the underlying Navigation Collection.

No Images: Select to prevent parent-level images from appearing on the menu pagelet.

Small Images: Select to have the menu pagelet display the small folder image defined for the underlying Navigation Collection.

Parent Descriptions

Select to have the menu pagelet display parent-level folder descriptions defined in the underlying Navigation Collection.

Child Display Type

Select the display type for child links on the menu pagelet. Options are:

Comma Delimited: Displays the maximum number of child links separated by commas.

List with Images: Displays the maximum number of child links accompanied by icons. This icon is the small content image selected in the Navigation Collection system or registry options for the underlying Navigation Collection.

Simple List: Displays the maximum number of child links, one child link per row. No bullets, numbers, or icons appear in the list.

List Display Type

Select the list format for displaying query results on the list pagelet. Options are:

Bulleted List: Displays query results in a bulleted list.

Numbered List: Displays query results in a numbered list.

Simple List: Displays query results in a list with no bullets or numbers.

List Field Name

Select the field whose values are displayed in the list on the pagelet.

Alternate-Row Shading

Select to use alternate-row shading on the list pagelet.

Chart Type

Select the type of chart used to display the query results on the pagelet. Available chart formats are those supported by the PeopleCode Chart class.

See Chart Class.

X-Axis Field

Select the field used to derive x-axis values for the chart. Available values are determined by the data source’s output fields.

X-Axis Label

Select the field you want to use to derive the labels for the x-axis values for the chart. Available values are determined by the data source’s output fields.

X Label Angle

Enter the angle at which you want the text of the x-axis labels to appear along the x-axis on the pagelet.

Y Axis Data

Select to indicate whether the y-axis data is stored in rows or columns in the selected query. This enables the Pagelet Wizard to read query data and generate the chart.

in Columns: Select if the y-axis data is stored in columns.

Q1

3562

1010

Q2

3473

1290

Q3

4568

1490

Q4

5668

2769

Y Axis Data (continued)

in Rows: Select if the y-axis data to be used to generate the chart is stored in rows.

Q1

Revenue

3562

Q1

Profit

1010

Q2

Revenue

3473

Q2

Profit

1290

Q3

Revenue

4568

Q3

Profit

1490

Q4

Revenue

5668

Q4

Profit

2769

Y-Axis Field

Select the field that you want to use to derive y-axis values for the chart. Available values are determined by the data source’s output fields.

If you set the Y Axis Data field to in Columns, you can select up to four y-axis fields to create a chart pagelet that displays data for multiple fields. For example, if you track sales figures for several departments over multiple years, you can assign each department its own y-axis value.

Color

Select the color for the y-axis data. If you select multiple y-axis fields, selecting a different color for each field improves pagelet usability. This option is available only if the y-axis data is in stored columns.

Y-Axis Series

This field is available if the Y Axis Data field is set to in Rows. Select the field used to generate a color-coded series of y-axis data. Colors are automatically assigned, but you can override them by supplying custom XSL.

3D Angle

If you select a 3D chart type, enter the angle at which you want the 3D data to be displayed.

Legend

Select the area of the pagelet where the chart legend appears. Options are:

• Bottom

• Left

• None

• Right

• Top

Height

Enter the height of the chart in pixels.

Width

Enter the width of the chart in pixels.

If you do not enter height or width values, the chart is automatically sized based on the pagelet position and size (narrow or wide).

See Overview of Pagelet Wizard Display Sizes.

Overlay Fields

Select up to three fields for which you want to display data using a line drawn over the background chart. Overlays apply to all charts types except 2D and 3D pie charts.

XSL Template

Select the XSL template used to generate the custom format pagelet. Available XSL templates are defined on the Define XSL page. Only XSL templates defined for the selected data source are displayed.

See Defining Pagelet Wizard XSL Prototypes.

Generate

Click to generate custom XSL for the pagelet based on the selected XSL template. This XSL is displayed in the XSL text box and is applied to the XML in the XML text box to generate the pagelet preview.

Link Type

Select the type of link destination to define for the data. Options are:

Content Reference: Select to define data links to a content reference.

External URL: Select to define data links to an external URL.

Portal Name

Select the portal in which the content reference resides. This field appears when you select Content Reference as the link type.

Content Reference

Select the content reference to which the link points. This field appears when you select Content Reference as the link type.

Base URL

Enter the URL to which you want the link to point. This field appears when you select External URL as the link type. Options are:

Specified by Data: Select to have the system dynamically generate the link information based on the selected data field.

Fixed Text Entry: Select to hardcode the link information by entering a value.

Path Source

Select the method used to determine the link destination. Options are:

Specified by Data: Select to have the system dynamically generate the link information based on the selected data field.

Fixed Text Entry: Select to hardcode the link information by entering a value.

Link Path

This field appears if you select Specified by Data as the path source. Select the data field used to generate the link.

Parameter Value

This field appears if you select Fixed Text Entry as the path source. Enter a parameter value.

Name Source

Select the method used to determine the link destination. Options are:

Specified by Data: Select to have the system dynamically generate the link information based on the selected data field.

Fixed Text Entry: Select to hardcode the link information by entering a value.

Parameter Name

Enter a value that corresponds to the value in the Parameter Value field.

Parameter Value

If you have selected Specified by Data as the name source, select a data field.

If you have selected Fixed Text Entry as the name source, enter a parameter value.

Link Suffix

Select the method used to determine the link destination.

Specified by Data: Select to have the system dynamically generate the link information based on the selected data field.

Fixed Text Entry: Select to hardcode the link information by entering a value.

If you have selected Specified by Data as the link suffix, select a data field.

If you have selected Fixed Text Entryas the link suffix, enter a parameter value.

Link Behavior

Options are:

Display in portal: Select if you want the content accessed by the data link to be displayed within the portal.

Open in a new window: Select if you want the content accessed by the data link to be displayed in a new window.

Reset to Default

Click to clear the values on this page and remove the link.

Enable Caching

Select to enable caching for the pagelet. Enabling caching improves performance because once the pagelet is stored in the cache memory, the next time the pagelet is accessed, it is retrieved and displayed from cache memory instead of requiring a trip to the server. Selecting this option displays the Caching Options group box.

See Add link to the Caching Options section below

WSRP Portlet

Select this option if you intend this pagelet to be produced by PeopleSoft as WSRP portlet.

Web Services for Remote Portlets (WSRP) is a standard that defines the way in which remote web services should plug into the pages of a portal. WSRP standards allow you to easily embed a remote web service into a portal. The portal then displays interactive content and services that are dynamically updated from the remote servers.

When creating WSRP portlets in the Pagelet Wizard, consider the following aspects of WSRP portlet publishing:

• Pagelet rendering.

  If the pagelet contains links, the links may transfer to the PeopleSoft portal, or stay in-line within the portlet, or consuming portal. If the links point to the PeopleSoft portal, then access to the PeopleSoft system by the browser is necessary. Therefore, in many cases, remote portals consuming WSRP portlets must employ single signon between the consuming portal and the PeopleSoft portal for them to be fully functional.

• Pagelet personalization.

  Edit mode as defined by WSRP standards is equivalent to personalization mode in PeopleSoft portals. If the Pagelet being WSRP produced can be personalized (as in, it has user-specified parameters), then the produced WSRP portlet will support edit mode. When in edit mode, invalid entries on the personalization page invoke error messages by way of WSRP.

• WSRP production.

  Selecting the WSRP Portlet option on the Specify Publishing Options page will cause the pagelet to be registered for WSRP production.

  See Understanding Web Services For Remote Portlets (WSRP), Using WSRP to Consume and Produce Remote Portlets.

Caching Type

Private. Select to enable user-based caching. For example, pagelet caching is stored per user. If user A accesses the pagelet, only user A will access the pagelet from the cache.

Public. Select to enable application-based caching. For example, pagelet caching is stored per web server instance. If a user accesses the pagelet using web server instance 1, only other users accessing the pagelets using web server instance 1 will access the pagelet from the cache.

Role. Select to enable role-based caching. For example, pagelet caching is stored per role combination. If user A has roles 1, 2, and 3, only another user with all roles 1, 2, and 3 will access the pagelet from the cache.

Minutes to Cache

Enter the number of minutes for which you want the pagelet to remain in the cache. If you do not enter a value, a default value of 30 minutes is used.

Specify Publishing Options

PTPPB_WIZ_PUBOPT

PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard

Click the Next button on the Specify Display Options page, or click the icon for step 6.

Specify the type of pagelet that you want to publish. Provide registration, caching, and security details, and register the pagelet.

Pagelet Creation Confirmed

PTPPB_WIZ_FINISH

Click the Finish button on the Specify Publishing Options page.

Confirm that the creation of the pagelet is complete.

Folder

Select the pagelet folder to which you want to assign the pagelet. The pagelet appears in this pagelet category on the Personalize Content page, which users access to add or remove pagelets from their homepages.

See Enterprise PeopleTools 8.49 PeopleBook: Using PeopleSoft Applications.

Hide Pagelet Title Bar

Select to display the pagelet without a title bar.

Hide Pagelet Border

Select to display the pagelet without a border.

Requires Personalization

Select to specify that the pagelet requires end-user personalization. The pagelet displays a personalization button that accesses a personalization page. With this option selected, you are requiring that the end user access the personalization page to personalize and specify data source parameter values before it displays data. A message notifying the user of the personalization requirement appears on the pagelet. If this option is clear, the pagelet displays data using the default data source parameter values provided.

Behavior if Keys not Present

Select one of the following options to indicate how pagelet data is displayed if target transaction keys are not present to populate the pagelet’s parameters. Options are:

Use Specified Defaults: If target transaction keys are not present, the pagelet will display data using the defaults specified in Step 3: Specify Pagelet Data Source Parameters.

Display Message: If target transaction keys are not present, the pagelet does not display data but instead displays a message.

Hide Pagelet: If target transaction keys are not present, the pagelet does not appear.

Security Type

Select the type of security that you want to assign to the pagelet. Options are:

Public Access: Select to designate that all users can access the pagelet.

Select Security Access: Select to assign role- or permission list-based security to the pagelet. The Selected Security scroll area appears.

Author Access

Select to provide the pagelet author with access to the pagelet regardless of any security restrictions assigned to the pagelet. This access is granted based on the author’s user ID.

Update Security

This button displays when Pagelet Wizard determines that there is an inconsistency between the security defined for the pagelet on this page and the security on one or more of the content references defined for the pagelet. When you click this button, the content reference security is updated for all of the content references for Homepage Pagelet, Template Pagelet, and WSRP Portlet options.

Type

Select the type of security assigned to the pagelet. Specified security is applied to the content reference entries when the pagelets are registered. Options are:

Permission List: Select to assign permission list-based security to the pagelet. Select a permission list in the Name field.

Role: Select to assign role-based security to the pagelet. Select a role in the Name field.

Finish

Click to complete the creation of the pagelet. The Pagelet Creation Confirmed page appears.

After you click the Finish button for a pagelet, the button no longer appears when you access the pagelet definition in Pagelet Wizard. Once a pagelet has been created, you can apply any modifications to the pagelet definition by clicking the Save button.

Message Catalog Text

<PSMSGTEXT MSGSET="message set" MSGNBR="message number" DEFAULT="defaulttext"/>

Message text.

Message Catalog Explain Text

<PSMSGEXPLAINTEXT MSGSET="message set" MSGNBR="message number" DEFAULT="defaulttext"/>

Message explanation text.

Date

<PSFORMAT TYPE="DATE" [FORMAT="format string"]>DateToFormat</PSFORMAT>

Note. FORMAT has the same syntax as the DateTimeToLocalizedString() PeopleCode Function.

Formatted Date.

Time

<PSFORMAT TYPE="TIME" [SOURCETZ="Source Time Zone"][DESTTZ="Destination Time Zone"] [FORMAT="format string"]>TimeToFormat</PSFORMAT>

Note. SOURCETZ and DESTTZ have the same format as the DateTimeToTimeZone() PeopleCode function. FORMAT has the same syntax as the DateTimeToLocalizedString() PeopleCode Function.

Formatted Time.

DateTime

<PSFORMAT TYPE="DATETIME" [SOURCETZ="Source Time Zone"][DESTTZ="Destination Time Zone"] [FORMAT="format string"]>DateTimeToFormat</PSFORMAT>

Note. SOURCETZ and DESTTZ have the same format as the DateTimeToTimeZone() PeopleCode function. FORMAT has the same syntax as the DateTimeToLocalizedString() PeopleCode Function.

Formatted DateTime.

Number

<PSFORMAT TYPE="NUMBER" FORMAT="format string" [WIDTH="width"] [PRECISION="precision"]>NumberToFormat</PSFORMAT>

Note. FORMAT, WIDTH, and PRECISION have the same format as the NumberToDisplayString() PeopleCode Function.

Formatted Number.

Currency

<PSFORMAT TYPE="CURRENCY" FORMAT="format string" [WIDTH="width"] [PRECISION="precision"] [CURRENCY_CODE="CODE "] [CURRENCY_DECORATION="SYMBOL/CODE/BOTH "]>NumberToFormat</PSFORMAT>

Note. FORMAT, WIDTH, and PRECISION have the same format as the NumberToDisplayString() PeopleCode Function. CURRENCY_CODE can be one of the supported PeopleSoft currency codes, or if left blank, defaults to the user's currency code. CURRENCY_DECORATION can have the value of SYMBOL (currency symbol appears before the number), CODE (currency code appears after the number), or BOTH (the default).

Formatted Number with currency symbol and/or currency code.

Content Reference Link

<PSREGISTERDLINK PORTAL="portal name" CREF="content reference name" target="target" APPEND="append">Text of Link</PSREGISTEREDLINK>

<A HREF="http…URL of content reference…[?/&]append" target="target">Text of Link</A>

Content Reference URL

<PSREGISTERDURL PORTAL="portal name" CREF="content reference name" APPEND="append"/>

http…URL of content reference…[?/&]append

Header

<!--PWHEADER-->

<xsl:comment>PWHEADER</xsl:comment>

Footer

<!--PWFOOTER-->

<xsl:comment>PWFOOTER</xsl:comment>

Data Type

Select the data type of the pagelet that you want to appear in the Pagelets scroll area. Options are:

• All Data Types.

• Collaborative Workspace Links.

• Content Management.

• HTML.

• Java.

• Navigation Collection.

• News Publications.

• PS Query.

• Rowset.

• Search Record.

• Shortcut Collection.

• URL.

Published Type

Select the pagelet type assigned to the pagelet that you want to appear in the Pagelets scroll area. Options are:

• All Pagelets.

• Embeddable Pagelet.

• Homepage Pagelet.

• Non-published Pagelet.

• Template Pagelet.

• WSRP.

Portal Name

The portal name that you select here does not filter results, but rather serves to inform you which pagelets displayed in the Pagelet scroll area have been published in the selected portal. Pagelets are automatically published to the portal where the pagelet author is logged in when creating the pagelet.

Pagelet Keyword

Enter keywords to narrow the range of pagelets that appear in the Pagelets scroll area. Pagelet elements that are used as keywords used include pagelet ID, title, and description.

Search

Click to perform a pagelet search using the criteria entered in the Filter Pagelets group box.

Reset

Click to clear the Pagelet Keyword field.

Pagelet ID

Displays the pagelet ID. Click to access the pagelet definition in the Pagelet Wizard component.

Pagelet Title

Displays the pagelet title.

Homepage

If selected, indicates that the pagelet has been published as a homepage page.

Template

If selected, indicates that the pagelet has been published as a template pagelet.

WSRP

If selected, indicates that the pagelet has been published as a WSRP portlet.

Embeddable

If selected, indicates that the pagelet has been published as an embeddable pagelet.

Delete Pagelets

PTPPB_ADMIN_DELETE

PeopleTools, Portal, Pagelet Wizard, Delete Pagelets

Delete one or more pagelets.

Deleting a pagelet removes the pagelet definition from Pagelet Wizard, as well as deletes associated metadata and registry entries from the database and portal registry.

Copy Pagelets

PTPPB_ADMIN_SAVEAS

PeopleTools, Portal, Pagelet Wizard, Copy Pagelets

Create a new pagelet that is a clone of an existing pagelet. The new pagelet has a unique pagelet ID.

The pagelet copy inherits all aspects of the original pagelet, with the exception of registration information.

Export/Import Pagelets

PTPPB_ADMIN_EXPIMP

PeopleTools, Portal, Pagelet Wizard, Export/Import Pagelets

Exporting and importing a pagelet generates the Data Mover script text to export and import the Pagelet Wizard defined pagelets.

Review Pagelets

PTPPB_ADMIN_REPORT

PeopleTools, Portal, Pagelet Wizard, Review Pagelets

Review the existing Pagelet Wizard defined pagelets.

Select

Select the pagelets to delete.

Delete Selected Pagelets

Click to delete selected pagelets. The system prompts you to confirm the deletion.

Homepage

If selected, indicates that the pagelet has been published as a homepage page.

Template

If selected, indicates that the pagelet has been published as a template pagelet.

WSRP

If selected, indicates that the pagelet has been published as a WSRP portlet.

Embeddable

If selected, indicates that the pagelet has been published as an embeddable pagelet.

Select

Select the pagelet to copy.

New Pagelet ID

Enter a unique pagelet ID for the new pagelet that will be copied from the selected existing pagelet.

Note. Pagelet IDs can only contain the characters A-Z, a-z, and _. All other characters put into a pagelet ID will be removed by the system. If all characters are removed from the user entered pagelet ID, then the Registry Object Prefix will be used instead. If, after removing illegal characters from the pagelet ID, the name is found to match an existing pagelet ID, then Pagelet Wizard will append numbers to the end of the pagelet ID to make the new pagelet ID unique.

Include Personalization Data

Select to copy any end-user personalizations defined for the existing pagelet along with the new pagelet.

Save New Pagelet

Click to create the cloned pagelet with the new pagelet ID. Once you create the copied pagelet, you must publish it before it can be used as a homepage pagelet or a template pagelet. You can access the new pagelet in the Pagelet Wizard and publish the pagelet during step 6 on the Specify Publishing Options page.

Homepage

If selected, indicates that the pagelet has been published as a homepage page.

Template

If selected, indicates that the pagelet has been published as a template pagelet.

WSRP

If selected, indicates that the pagelet has been published as a WSRP portlet.

Embeddable

If selected, indicates that the pagelet has been published as an embeddable pagelet.

Category

Displays the category ID from step 1 of Pagelet Wizard.

Data Type

Displays the pagelet data type.

Display Format ID

Displays the format ID of the pagelet.

Homepage

If selected, indicates that the pagelet has been published as a homepage page.

Template

If selected, indicates that the pagelet has been published as a template pagelet.

WSRP

If selected, indicates that the pagelet has been published as a WSRP portlet.

Embeddable

If selected, indicates that the pagelet has been published as an embeddable pagelet.

Cache

The system displays a checkbox if caching is enabled for this pagelet.

Time

The time the pagelet is held in the cache.