Related Actions

In this section we focus on Related Actions, how they are accessed, and some guidelines for using Related Actions effectively.

What are Related Actions?

Related Actions allow users to take in-context actions on an object (such as an employee, customer, or an invoice) without leaving the page. Related Actions are part of the PeopleSoft Related Content Framework.

How are Related Actions Accessed?

Related Actions are accessed through a drop-down menu closely located to the object. A Related Actions menu is invoked by clicking on a downward triangle indicator (See the figure below) or by right-clicking on the glyph (a small red triangle) to the right of the topic. The figure below shows the glyph located to the right of the employee’s name.

In the figure below, the user has right-clicked on the red glyph and the Related Actions menu is displayed in several drop-down menus. In this example, the user is taking action to promote the employee.

Selecting a Related Action can result in any of the following:

  • Modal Window – The content will appear in a Modal Window that appears on top of the transaction page. Use this target location when the Related Action is to view read-only information or information that does not require the entire screen. Avoid using a Modal Window to display a transaction page.
  • New Window – The content will appear in a new browser window. This is a good choice when the user has to view a lot of information which can be better displayed in a full browser window. This is useful when the user wants to display a new transaction page and still have access to the current transaction.
  • Replace Window – The content will refresh the entire browser window, including navigation. This is a good choice when the current page has no data to be saved, and the related action is to display a transaction page. For example, choosing a promotion-related action from an employee’s node on the direct line reports org chart.
  • Target Content – The content will appear in the target area, replacing a part of the current page. This is appropriate for pages with complex content, where users want to view refreshed information without leaving the page.

The following figures illustrate some of the various ways that Related Actions can be used effectively.

In the example shown in the figure above, the Related Actions menu lists the actions available. The user can save the job to a list, view and apply for the job, refer a friend for this job, etc.

In the example shown in the figure below, the Related Actions appear in the Detailed Data from a Pivot Grid drilldown. In this case, the user accesses the Related Actions by clicking on the downward triangle indicator in the second column as shown below.

In the example shown in the figure below, the user selects a Related Action from the drop-down Actions menu from the company directory as shown. Here, the user has a birds-eye view of Direct Line Reports with relevant information about each of them. The drop-down menu shows that the user is selecting “Promote Employee” as a Related Action.

In the Direct Line Reports grid as shown in the figure below, the Related Actions appear next to each name. This allows a manager to quickly perform a Related Action for any employee.

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Guidelines for Using Related Actions

  • The Related Actions menus should have no more than two levels.
  • Whenever possible, just provide a flat list of menu choices without folders.

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