PeopleSoft Fluid Attachments Framework
The Fluid Attachment feature has been upgraded to support fluid and responsive design. Administrators can now configure attachments, notes, and links for transactions on Fluid pages in a way that works seamlessly across desktop, tablet, and mobile devices. Users are able to upload attachments from their desktop, mobile device, or third-party online storage services when using Fluid for self-service transactions. This attachment feature is supported on both desktops and smartphones. The Attachment Functionality enables users to attach documents, links, and notes to various delivered transactions such as approvals, billing statements, name changes, address changes, and more.
Implement Fluid Attachment Framework
To implement the Fluid Attachment Framework for a bolt-on module, you can follow the steps outlined below:
1. Create a custom record specifically for
handling attachments. This record should include a Sub Record (HR_ATT_DD_SBR)
that allows for the inclusion of component keys and line or header levels as
per the specific needs of the business.
2. Insert the subpage (HR_ATTCH_FL_SBF) at Level
0 on the Fluid Transaction Page. This subpage will serve as the user interface
for managing attachments within the bolt-on module.
3. Implement the necessary PeopleCode logic
either in the Postbuild or Page Activate event. This code will be responsible
for initiating the attachment processing functionality and handling any
associated actions or validations.
4.
Add necessary Peoplecode on
the Postbuild or Page Activate event.
/*
——- Begin : Fluid Attachment Functionality ————- */
/*Initialize parameters for calling attachment constructor*/
Local array of string &CKeys = CreateArray(“Your Context Keys”); /*This
array would contain the Context key values*/
Local array of string &Store_Keys_Array = CreateArray(“Your Store Keys”);
/*This array would contain the Store key values*//*Initialize component
rowsets*/
&Lvl1 = GetLevel0()(1).GetRowset(Scroll.HR_ATT_KEYS_S);
&RS_DocDefns = GetLevel0()(1).GetRowset(Scroll.HR_ATTACH_FLU);
/*Calling attachment constructor*/
&call_attachment = create HR_ATTACHMENT_FLU:Attachment_Fluid(“Your owner
ID”, “Your sub ID”, “Your Config ID”, %Date, &CKeys, %UserId, %Component,
“”, &Store_Keys_Array, False);
/* ——- End : Fluid Attachment
Functionality ————- */
5.
Add Peoplecode to SavePostChange to save the
Attachment.
/*
——- Begin : Fluid Attachment Functionality ————- *//* Calling Save*/
&call_attachment.Attachment_SaveProcessing();
/* ——- End : Fluid
Attachment Functionality ————- */
- Set Up HCM > Common Definitions> Attachments > Define
Authorization
Use the Define Authorization page (HR_ATT_AUTH) to enter and maintain attachment authorization IDs that specify the user access level for attachments.
Define Authorization Entries Page
Use the Define Authorization
Entries page (HR_ATT_AUTH_ENT) to associate attachment authorizations with user
roles.
· Set Up HCM > Common Definitions > Attachments > Define Authorization Entries > Define Authorization Entries
·
Set Up HCM > Common Definitions > Attachments > Define Attachments > Define Attachments
This example illustrates the fields and controls on the Define Attachments page.
Configure Keys page
· Use the Configure Keys page (HR_ATT_KEYS_HDR) to define the prompt tables and key fields an application uses.
·
Navigation
·
Set Up HCM > Common
Definitions > Attachments > Configure
Keys > Configure Keys
This example illustrates the fields and controls on the Configure Keys page.
For more information please visit the following link.
