PeopleSoft Conditional Navigation

With the introduction of PeopleSoft Fluid User Interface in PeopleTools, PeopleTools offers the capability to render a page either in classic mode or fluid mode based on conditions and factors. Additionally, you can direct a user to a different content reference, instead of the default content reference, based on conditions and factors.

Here is an example and also an issue you will run into while implementing Fluid Approvals:

After setting up Fluid Approvals, you can notify the user using Emails or through worklist to approve items. 

So issue occurs when you already have a classic page and new fluid page is delivered for the same approval area. Let's say Voucher Approval had a classic page in past but with new application version, you have fluid voucher approval page. 

Assuming you started using fluid approval page for voucher approvals, the user is sent email to approve the voucher, when user clicks on email link user is directed to classic page instead of fluid page even though user is having proper security to access fluid approval page.

This is because conditional navigation is not setup on content references of both voucher classic and fluid pages.

To setup conditional navigation, navigate to cref in question for both classic and fluid approval voucher pages and add following attribute values

For classic page:

Name: CN_DISPLAYMODE_1

Attribute Value: FLUID=CREFNAME of Fluid Page where you want to route

For fluid page:

Name: CN_DISPLAYMODE_1

Attribute Value: CLASSIC=CREFNAME of Classic Page where you want to route

Uncheck translate checkbox and save the page, this should take care of Email URL's and CREF's from portal navigation.

Note: Setup needs to be done vice-versa (Classic and Fluid) and make sure URL link that is generated points to the same node as the CREF

Mobile/Fluid Approvals in PeopleSoft

So you are looking to enable mobile/fluid approvals in PeopleSoft?

I'll give brief steps and explanation on how to enable and configure fluid approval pages.

Setup Security:

Give users who plan to use mobile approvals proper security, there is delivered role Approvals Fluid. After assigning this role to users, users will be able to see the mobile/fluid approvals pages.

Publish Tile:

1. Go to PeopleTools - Portal - Structure and Content - Fluid Structure Content - Fluid HomePages
2. Edit the HomePage label where you want to publish the Approval Tile, in Tile Content navigate to group box PeopleSoft Common Architecture and make sure Approvals check box is checked and select Opt-Dflt (Optional Default) drop down value or any other value based on your requirement then use Tile Publish button on the top of the page to publish the tile. (Note: After clicking tile publish button, on the modal page make sure Approvals tile checkbox is selected the publish)
3. Verify that all users with Approvals Fluid role are seeing Approvals tile on the home page you published on step 2.

Modifying Delivered Mobile/Fluid Pages:

If there is a need to modify delivered mobile/fluid pages use Page Composer and Page Composer Dev Registration to modify look and feel of the pages, adding additional fields etc

Note: Navigation to Page Composer and Page Composer Dev Registration can be found in Portal - Structure and Content - Fluid Structure Content - Fluid Pages - Common Architecture. You can add both tiles to your homepage.

Using Page Composer you can:

• add or remove additional sections
• add or remove additional fields 
•  modify look and feel.

Using Page Composer Dev Registration tile you can:

•  add additional pages for specific form factor, 
• add source records to get and display data on the page
• add PeopleSoft logic by mapping field events to custom app packages.

Workflow:

InShort, Mobile/Fluid pages use existing AWE setup for approvals routing and notifications. 

Note: If there are customizations on your AWE, use Page Composer Dev Registration to change application source records and composition key fields then use Page Composer to add custom fields on to your approvals pages.

Configure Mobile Approval Options:

Navigate to Root - Enterprise Components - Approvals - Mobile Approval Options

You can specify various options on how mobile approvals will work like the number of approval lines to display, allow/deny mass approvals, display or hide Approve/Deny/Pushback/Hold buttons, making comments required when denying the transaction or changing images on navigation of specific approval component.