Embedding Insights in Fluid Workcenter in PeopleSoft 8.61

Embedding Insights in Fluid Workcenter in PeopleSoft 8.61

 

PeopleSoft’s Fluid WorkCenter offers a streamlined and intuitive interface that allows users to efficiently manage their tasks and access relevant information. One of the most powerful features of the Fluid WorkCenter is the ability to embed insights directly within the interface. In this blog, we’ll explore how to leverage this functionality to enhance productivity and decision-making.

In this blog, we’ll explore the concept of Insights in PeopleSoft 8.61 and provide a guide on how to embed them in Fluid pages.

 

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What is Fluid WorkCenter?

Fluid WorkCenter is a feature in PeopleSoft that provides a unified workspace for users to perform their daily tasks. It offers a flexible and user-friendly interface that adapts to various devices, including desktops, tablets, and smartphones. Users can access their worklists, reports, and other important information all in one place, improving efficiency and reducing the need to switch between different applications.

 

Steps to Embed Insights in Fluid WorkCenters

 

Step 1: Create New Content Reference

1. Navigate to the Configure Insights Dashboards Page:

  • Navigate to: People tools > Search Framework > Configure Insights Dashboard.

2. Create New Content Reference

  • Click on the add button.
  • Enter the required details such as Portal Object Name, Portal Label, Dashboard Name
  • Save the New dashboard insight

 

Embedding Insights in Fluid Workcenter in PeopleSoft 8.61 - Fig.1 Configure insights dashboard

Fig 1: Configure insights dashboard

 

Step 2: Associate the CREF with Your Fluid WorkCenter.

1. Navigate to the Configure Pagelets—Links Page:

  • Navigate to: Enterprise components > Workcenter/Dashboards > Configure Pageletes.

2. Add the New CREF to the WorkCenter:

  • Select the WorkCenter you want to modify
  • In the Links section, click the add/plus button to add the new CREF that created .
  • Save your Changes.

 

Embedding Insights in Fluid Workcenter in PeopleSoft 8.61 - Fig.2 Pagelet Configurations

Fig 2: Pagelet Configurations

 

  • Once the new CREF was selected in the Define Link/security dialog box. The selected menu name will be displayed.

 

Embedding Insights in Fluid Workcenter in PeopleSoft 8.61 - Fig.3 Link Definition

Fig 3: Link Definition

 

Step 3: Verify the Integration

1. Access the Fluid WorkCenter:

  • Navigate to the Fluid WorkCenter where you added the Insights.

2. Check the Insights Integration:

  • Ensure that the Insights dashboard appears and functions correctly within the WorkCenter.

 

Embedding Insights in Fluid Workcenter in PeopleSoft 8.61 - Fig.4 Final Dashboard

Fig 4: Final Dashboard

 

Benefits of Embedding Insights

Embedding insights within the Fluid WorkCenter brings several advantages:

  • Enhanced Decision-Making: Teams can make informed decisions based on real-time data, reducing reliance on intuition and improving accuracy.
  • Enhanced Customer Experience: Understanding customer preferences through insights allows for tailored products and services, leading to higher satisfaction and loyalty.
  • Increased Productivity: By integrating actionable analytics into daily tasks, users can identify and address issues promptly, leading to increased overall productivity
  • Better User Experience: The seamless integration of insights into the Fluid interface provides a more intuitive and user-friendly experience.

 

Testing and Validation

Preview the WorkCenter: Navigate to the Fluid WorkCenter as an end user to verify that visualizations display correctly and perform as expected.

Gather User Feedback: Once validated, circulate among a small group of users for initial feedback, ensuring functionality meets their needs.

 

The Bottom Line

 

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Embedding insights in Fluid WorkCenters not only enhances user experience but also empowers users to make informed decisions quickly. By integrating relevant data directly into their workflow, organizations can improve operational efficiency and responsiveness. This capability allows teams to stay updated with real-time information, fostering a data-driven culture. As organizations continue to evolve, leveraging embedded insights will be crucial in maximizing the value of their PeopleSoft applications and ensuring that users have the tools they need to succeed.

By following the steps above, you can seamlessly embed Insights into your Fluid pages and unlock the full potential of PeopleSoft’s analytics capabilities in your organization.

 

Author: Jasim Al Jafar B, Oracle PeopleSoft – Associate Consultant.

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