PeopleTools 8.61 - Fluid Prompt Page Enhancements

PeopleTools 8.61 - Fluid Prompt Page Enhancements

 

Enhancing the PeopleSoft Fluid Prompt Page: A Guide to Improved User Interactions and Personalization

PeopleSoft’s recent updates include powerful enhancements to the Fluid prompt page, aiming to create a more efficient, customizable search experience. The new Fluid Prompt Page Enhancements introduce valuable features for administrators and end users alike, enabling easier interaction with search criteria and providing configuration options for a more personalized interface.

 

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This blog will guide you through these improvements, explaining how they streamline workflows and offer flexibility in user preferences and system-level settings.

 

Fig.1.1. General Configurations

Fig.1.1 General Configurations

 

A Refreshed Look: Fluid Prompt Page Enhancements

The Fluid prompt page is an integral part of the PeopleSoft experience, helping users search for and retrieve critical information. With this latest update, PeopleSoft has optimized the prompt page’s design, making interactions with search criteria simpler and less intrusive.

 

Fig.1.2. General Configurations

Fig.1.2 General Configurations

 

Fig.1.3. Section Assignments

Fig.1.3 Section Assignments

 

1. Default Collapsed Search Criteria

 

Fig.1.4. Search page

Fig.1.4. Search page

 

2. Previously, the search criteria on the prompt lookup page were always displayed, occupying space on the screen and often requiring additional scrolling or clicks. Now, the search criteria are automatically collapsed by default. This cleaner interface improves readability and reduces unnecessary clutter.

 

Fig.1.5

Fig.1.5

 

3. Quick Access to Search Operators

When users need to refine their search, they can simply expand the search criteria section and select the “Show Operators” link. This allows access to additional search operators, enabling more precise filtering without adding to the visual complexity of the page.

 

Fig.1.6

Fig.1.6 Quick Access to Search Operators

 

Enhanced Customization Options

Recognizing the diverse needs of its user base, PeopleSoft has provided new options to control the behavior of the Fluid prompt page at both a system level and a user level.

 

System-Level Control

Administrators now have more control over the default settings of the Fluid prompt page, thanks to two new personalization options available in PeopleTools. These options let administrators set a baseline for how the search criteria and operators appear, ensuring consistency across the organization. With these new settings, administrators can enable or disable features like auto-collapse and define if search operators should display by default. This provides a streamlined experience, especially beneficial for organizations that want standardized configurations across their user base.

 

User-Level Personalization

In addition to system-level settings, end users can further personalize their interaction with the Fluid

prompt page through the “My Preferences” page. This flexibility allows individual users to decide whether they prefer the search criteria to auto-collapse or if they’d like the search operators to be visible by default. This level of customization enhances user satisfaction by adapting to each user’s specific workflow preferences, making PeopleSoft even more intuitive and accessible.

 

Behavior Overview: Customizing the Search Experience

PeopleSoft’s new options for Fluid prompt pages ensure that users can tailor their search experience to best suit their needs. Here’s a quick look at the settings available:

  • Auto-Collapse: By default, the search criteria are collapsed, but this can be toggled off based on user preferences.
  • Search Operators Visibility: Users can set search operators to display automatically, providing immediate access to advanced filtering options without any additional clicks.

These personalization features allow users to see the search criteria automatically expanded on the Fluid prompt lookup page, with extra operators visible in search reader mode. However, if the system-level settings override these preferences, the search criteria remain expanded, and the operators are displayed as a changeable dropdown list. This ensures consistency in cases where specific organizational needs dictate certain display settings.

 

Fig.1.7

Fig.1.7

 

How this Update Enhances the User Experience

By focusing on customization and ease of use, PeopleSoft’s Fluid prompt page enhancements aim to make workflows smoother and more efficient. Users can now enjoy a clean, uncluttered interface that only shows what’s necessary, and administrators can ensure these settings meet the organization’s standards.

In a nutshell, this release brings significant value to both end users and administrators, creating a more adaptable and user-friendly environment within PeopleSoft. The added flexibility in personalizing the default behavior of the Fluid prompt search criteria ensures that each user, whether an administrator or an end user, can interact with the system in a way that best meets their needs.

As PeopleSoft continues to evolve, these enhancements mark a substantial step towards delivering a refined, modern experience that empowers users to work more efficiently. Whether you’re an administrator managing system settings or an end user customizing your own preferences, these Fluid Prompt Page Enhancements make your PeopleSoft experience more intuitive, responsive, and enjoyable.

 

Business Benefits:

  • Enhanced User Experience: A cleaner interface with auto-collapsed search criteria reduces visual clutter, enabling faster and more intuitive navigation.
  • Improved Workflow Efficiency: Quick access to advanced search operators and streamlined configurations save time for end users and administrators.
  • Customization for Productivity: System-level controls and user-level personalization options empower organizations to adapt settings to their specific needs, improving overall productivity.
  • Consistency Across the Organization: Administrators can standardize default settings to align with organizational requirements, ensuring a uniform experience for all users.
  • Increased User Satisfaction: Flexible personalization features allow users to tailor the interface to their preferences, enhancing engagement and usability.
  • Future-Ready System: These enhancements modernize PeopleSoft, ensuring it remains relevant and competitive in today’s digital workspace.

 

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