Body
Open a Help Desk ticket requesting a RFC for the ITS PASS development team to create a new WorkCenter for your area.
ITS PASS Development - Complete the following:
- Review Oracle Doc: E-FLUID/E-EC: How To Create A Custom Fluid WorkCenter (Doc ID 2521487.1). Copy also available in T:\ISR\Development\Documents-Training\How To's.
- Within Step 5: Product = SUWP; Object Owner ID = SUWP - SA Bolt-On
- Step 6: Developers - use only in CSDV/CSDX for verification purposes.
- Optional: If a homepage tile will be used for access, create an image in .SVG format to be used during creation.
- Set-up Base security to the WorkCenter, create a new permission list and find out which roles in PASS will need access to the WorkCenter's main page.
- Optional: Create homepage tile (if requested)
- Content Reference shortcut to Fluid Pages.
- update default homepage to allow the tile to be added.
- example screenshot:
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=88e3bef3-844a-41be-90f5-71ca94b56c7b-thumb.jpg&beidInt=29)
Basic set-up for main WorkCenter framework
- Within PASS, navigate to Enterprise Components > WorkCenter/Dashboards > Configure Pagelets
- Under the Add New tab on run control page, enter name using naming standards for area code (ie, CCH_).
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=1c3223c9-31c4-40c4-92e6-bc20f3c1b5ed-thumb.jpg&beidInt=29)
- Add a Description (ie, Student Success WorkCenter).
- Under Fluid WorkCenter, enter/select the component name the developer created in Step #1.
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=c9896fbf-af46-475c-8948-1cc83fe1d030-thumb.jpg&beidInt=29)
- Uncheck "My Work" checkbox under grouplet options.
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=8af7910c-f4c4-4560-bf64-03cac6efa19d-thumb.jpg&beidInt=29)
- Save page.
Configuring the WorkCenter (Links, Queries, Report/Processes)
- Within PASS, navigate to Enterprise Components > WorkCenter/Dashboards > Configure Pagelets.
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=ce45dcd8-ec84-4e54-ae32-07070c38890c-thumb.jpg&beidInt=29)
- Links, Queries, and Reports/Processes Pages
- Groups are like "Folders". Create as many groups as needed to host the navigable pages, queries/pivot grids, and Processes/Reports.
- Determine Display Order.
- Determine if the group should start collapsed or hide group.
Link List (within Link Group under both Links and Reports/Processes tabs) is where the "pages" are added.
- Click Define to select a page or URL to be added to that group
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=ce1b4001-7d80-4d7b-8086-78aeb104b9e8-thumb.jpg&beidInt=29)
* When selecting a page, the page security will default to what is already attached to page.
* If creating a URL, you will need to specify the security.
* Change the Link Label after selecting the page.
- Show/hide link and determine if it is a starting page. Also, decide if it should open in a new window and determine display order.
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=3f2a8f7c-89a7-413b-8693-8b7967b45973-thumb.jpg&beidInt=29)
Query Definition (within Query Groups under the Queries tab) is where you add the "Queries" or "Pivot Grids" you want to display in each group.
- Define the Display Order, Type, Override query name if needed, use the lookup to find Query Name wanted, setup Access
* Note: Access set in this step does not override the query access needed to run the query.
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=eaa98ed5-9220-46d4-bbd9-473edd8d328c-thumb.jpg&beidInt=29)
- After all setup is completed...
* Click Save
* Click the Activate .... Settings button within Update User Personlization Settings under each tab (Links, Queries, and Reports/Processes).
![Click to View Full Image Uploaded Image (Thumbnail)](https://uwplatt.teamdynamix.com/TDPortal/Images/Viewer?fileName=07fb070a-1caf-42c2-82b9-612e47f4d90d-thumb.jpg&beidInt=29)
For additional references, please see the following Oracle documents:
Understanding Workcenters and Dashboards
Configuring Pagelets
Need help?
If you have questions, please contact the ITS Help Desk at 608.342.1400 or helpdesk@uwplatt.edu. You may also visit the Help Desk on the first floor of the Karrmann Library.