PeopleSoft Page and Field Configurator enables users to configure properties of pages and fields of Classic and Fluid pages based on their business requirements without the need for customization. Different configurations can even be applied to different Roles or Users to give different types of users a unique experience. Examples of configurable options include hiding a field or page, adding a default value to a field, making a field or page display only, or making a field mandatory. All of this and more can be done without any customization to the system.

2. • Director, Global Solution Delivery for Smart ERP since 2013
• Formerly CIO of Berlin Packaging
• Working with PeopleSoft applications since 2000
• 15+ years on the leadership team for the PeopleSoft Supply
Chain SIG
• Steve.Canter@SmartERP.com
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About your Presenter

4. Unique Blend of Services and Solutions
Core Competencies
Applications
Supported
•Oracle Cloud
•PeopleSoft
•NetSuite
•JD Edwards
•E-Business Suite
•BI Publisher
•Business Services/SOA
suite
•Value Chain Planning
•World and EONE
Development
•Output Management
•Advanced Integrations
•ADF/Mobility
•Application Sales
•Implementation and
Transformation
•Mergers, Acquisitions
and Divestitures
•Assessments and
Training
•Architecture Design
•OCI Lift and Shift
•Load
Testing/Performance
Tuning
•Application and Tools
Upgrade
•CNC Managed Services
and SAAS
•Avalara Taxation
•Magic Software
•Insight Software
•Bottomline
Technologies
•Data Collection/Bar
Coding
•Mobiles Sales
•Field Service
•COA Design
•Security
Implementations
•Knowledge
Management
•Change Control
•Project Management
Technical
Delivery
Business
Delivery
Infrastructure
Solutions
Partner Solutions
& Integration
Proprietary
Solutions
On-Demand Staffing Services
Implementation, Upgrades, Maintenance, Enhancements, Integration, Managed Services, Hosting Services
Financials, HRMS, Payroll, SCM, ESA, Manufacturing, CRM

5. Some Questions Before We Get Started
• What Version of PeopleSoft are you running?
• Which Application Pillars are you using?
• Are there frequent requests within your organization to make basic changes
in PeopleSoft pages?
• Does the Time and Impact of reapplying customizations impact your ability to
upgrade to the most recent PeopleSoft Releases?

6. • A customization is a feature,
extension, or modification that
requires custom coding and/or some
form of special implementation.
• Allows software to be specifically
tailored to business processes.
• Can be expensive to implement and
maintain – especially through
updates.
• A configuration is when you use
native tools in the system to change
its behavior or features.
• Limited to those features that are
provided by the software author.
• Easier and less expensive to
implement and maintain.
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Configure Versus Customize

7. • Enables non-developers to configure many properties in both Classic and
Fluid pages to conform to business requirements
• Standard Configuration allows:
• Hiding fields/pages
• Changing field labels
• Add default field to a field
• Make a field/page read only
• Mark a field as mandatory
• Masking configuration allows the masking of page and search fields
What is Page and Field Configurator
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8. • Page and Field Configurator Added in Image 025 (FSCM)/024 (HCM)
• Support for Fluid components Added in Image 029 (FSCM)/028 (HCM)
• Support for Secondary Pages Added in Image 032 (FSCM)/031 (HCM)
• Support for Field Masking Added in Image 035 (FSCM)/033 (HCM)
• Field Masking Extended to Lookup Fields Added in Image 036 (FSCM)/034
(HCM)
• New Advanced Options page Added in Image 039 (FSCM)/037 (HCM)
• Comments box and editable descriptions Added in Image 040 (FSCM)/038
(HCM)
Important Release Information
8

9. • Define the page and field changes to be made in the selected component
using the Define Configuration page.
• Define the list of users to whom the configuration needs to be applied using
the User List page.
• Map the configurations to the corresponding portal registry entries using the
Map Configuration to Portal Registry page.
Steps to Configure a Page
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10. make a field mandatory and change its label
hiding a field on a page

11. Identified Field to be Configured
11

12. CTL-J to Get the Component Name
12

13. Check the Market on the Portal Definition
13

14. Add a new Page and Field Configuration
14

15. Pick the Page and the Field to Configure
15

16. Modify the Field as Necessary
16

17. Select the Menu Navigation
17

18. The Newly Configured Page
18

19. Search is Updated with New Label
19

20. Save Attempt with Blank Mandatory Field
20

21. Hiding Unneeded Fields
21

22. Configure Hidden Fields
22

23. Page with Hidden Fields Configured
23

24. Configuring Criteria
Creating Defaults
Masking Data

25. • We have 3 Credit Managers
• Each Credit Manager is Responsible
a section of the alphabet
• We want to automatically fill in the
Credit Manager based on the
Customer Name when we create a
new Customer
Credit Manager Name 1 Customer Name Starts with:
ARA4 Gorman,Brandon A - G
ARS1 Thompson,Betty H - S
ARS2 Atamian,Wes T - Z and all others
25
Automatically Assign a Credit Manager

26. 26
Configured for New Criteria with Default

27. Adding a New Customer
27

28. • To comply with Data Privacy regulations, organizations may mask personally
identifiable and/or sensitive content in PeopleSoft and expose them only to
authorized persons.
• There are 5 steps to mask a field in Page and Field Configurator
• Define Mask Profile based on needs of the organization.
• Define Field Groups to group fields with similar masking requirements.
• In Page and Field Configurator, configure the fields to be masked.
• Define the list of users to whom the configuration needs to be applied.
• Map the configurations to the corresponding portal registry entries
Masking Sensitive Data
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29. • Complete Masking.
• Trailing Character Type Masking (Partial Masking).
• Date Type Masking.
• Setup Table Based Masking.
• Oracle delivers one mask profile of each type to use as a model
Four Types of Masking Configuration
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30. Personal Data Page – Want to Mask Phone Number
30

31. Masking Profile to Unmask Last 4 Characters
31

32. Default all Fields with Similar Masking
32

33. Configure Component to be Masked
33

34. Field is Now Properly Masked
34

35. Security and User Configuration
35

36. Selectively Masking a Field by User/Role
36

37. Example of Excluded Roles/Users
37

38. PeopleSoft RECONNECT Envision 38
Two Different Users

39. Making a Page Display Only or Hidden
39

40. Configure Users/Roles
40

41. Page is Read Only
41

42. PeopleSoft RECONNECT Envision 42

43. Additional Configuration for Form Factor
43

44. 44
Fluid Page Varies Based on Form Factor

45. PeopleSoft RECONNECT Envision 45

46. • When hiding fields, the hidden items show up as plain white space. This can
result in an unwieldly looking page if many fields are hidden (Classic Pages
only).
• Cannot add fields not already present in Application Designer definition of the
page or move fields from where they are.
• Default values work only when adding a new value.
• Cannot make mandatory fields optional.
Limitations of Page and Field Configurator

47. • Dynamic defaulting of system variables to fields such as user login and current
date to simplify data entry.
• Using system variables as criteria such as current date which would allow
customers to set the date a configuration would become effective.
On the Roadmap
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48. • Smart Quick Start for Page and Field Configurator
• Fixed fee of $5,000 includes
• Training workshop
• Configuration/testing of up to 3 PeopleSoft Components
• Full knowledge transfer on how configurations were built
• Discounts available when combined with other Quick Start services
Special Offer from Smart ERP Solutions

49. Any Questions?