PeopleSoft Image 20 – Fluid Forms and Approval Builder
As we have been discussing over the last few weeks on Unfiltered, Oracle has released PeopleSoft Financials/Supply Chain Update Image 20. In this week’s feature of Unfiltered, we are going to highlight another specific subset of the more than two dozen features included in the new PeopleSoft Image: Fluid Forms and Approval Builder. If you missed our previous blogs follow the links at the bottom to catch up.
With the release of Image 20, PeopleSoft users with the Form Designer role can access the Design a New Form tile on the FSCM Fluid Employee Self-Service page. Once the Form Designer page is accessed, the authorized user is guided through the process to design an online form, specify the approval process required, and deploy the new form to users. The guided process consists of five steps:
- Form – describe the form
- Layout – define the layout of the elements of the form
- Instructions – enter the instructions for users to follow to complete the form
- Approval – define the approver user list required for a form which is synchronized with the PeopleSoft Approval Workflow Engine (AWE)
- Security – define the roles for accessing the form and linking, as well as activate the form
An authorized end user, can use the Fluid
- My Forms page to view and complete available forms
- Add Form page to also fill out a new forms, as well as update/view a previously completed form
- Approve/Review page to review or approve a submitted form
It is worthwhile to note that
- the new Fluid Forms and Approval Builder requires PeopleTools 8.55
- fluid-built forms can only be accessed via the fluid user interface
- classic-built forms can only be accessed via the classic user interface
Click here if you missed our summary blog or if you would like more information about Enhanced Fluid Approvals click here. You can also watch the release video from Oracle here: https://www.youtube.com/watch?v=_YEtzVCRnH0&feature=youtu.be.
Refer to release video via the link above, or the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and “Using Forms in PeopleSoft Fluid User Interface” or the overarching “Working with PeopleSoft Forms and Approval Builder” sections of 9.2 FSCM Enterprise Components PeopleBooks, accessible via www.peoplesoftinfo.com to learn more about both Classic and Fluid Forms and Approval Builder.
As always, we are also here to answer any questions. Reach out to us anytime via email – larry.zagata@miproconsulting.com or shannon.roche@miproconsulting.com.
