“Hey, an analyst just built my eFORM!” SESSION #35864 March 7, 2016

presenter J. Jonah Jameson Director of IT University of South Albany jj@usa.edu Mr. Jameson has 21 years of experience squashing new ideas and avoiding change of any kind. He has the dubious distinction of championing technology and methods that are at least 10 years behind the rest of the market. He is recognized by his peers as a consistent doubter of tools that improve productivity and efficiency. He was forced to attend Alliance under duress.

(The Real presenters) Paul Taylor Scott Antin President and CEO Gideon Taylor Consulting paul@gideontaylor.com VP Business Development Gideon Taylor Consulting scott@gideontaylor.com Paul has been involved in the PeopleSoft industry for more than 17 years. He is the original creator of GT eForms, and Chief Cook and Bottle Washer at Gideon Taylor. Paul has yet to meet a business process that can’t be improved. Like Paul, Scott has also worked in the PeopleSoft industry for 17 years. He serves as Principal Matchmaker at Gideon Taylor, helping to create meaningful, loving relationships between PeopleSoft customers and GT eForms.

Gideon taylor consulting Since 2003, helping to revolutionize business through radically-efficient process automation.

Gideon Taylor & ORACLE

Electronic forms in PeopleSoft? PeopleSoft Forms and Approval Builder (“FAB”) may be a good place to start for very simple form creation, but what if you needed a form that could… Auto-populate to reduce the work required of the user and increase accuracy? Conditionally display sections and fields based on user input and business requirements to ensure that the user only sees what he/she needs to see? Restrict field values based on other data in the form to reduce errors and simplify choices? Include edits to catch errors? Display related descriptions, not just system values? Select who can see and use the form based on PeopleSoft security roles? Route conditionally to the right approvers at the right time and under the right conditions? Automatically update PeopleSoft? AND…include data from non-PeopleSoft systems? Sorry, You’d be out of luck.

PeopleSoft Form and Approval Builder – A Basic Form “FAB” might work well if you’re just looking to put fields on a page…

PeopleSoft Form and Approval Builder – Another Basic Form …and have a user enter data. But what if you want to have the form intelligently guide the user through the process, auto-populate, enforce business rules, or display or respond differently when certain conditions are met?

It doesn’t have to be this way You need GT eForms™!

GT eForms™ offers… A bolt-on form builder, workflow framework, and toolset for PeopleSoft that is 100% PeopleTools – Familiar toolset for your development team Native, real-time access to PeopleSoft data, including employee, student, and financial data – no external interfaces to maintain! A solution that leverages existing PeopleSoft security and infrastructure Faster and more robust solution development than delivered PeopleSoft tools Configuration-based form creation and management with setup tables to control business logic, form actions and routing Easy query, reporting, and analytic capabilities Unlimited flexibility in presentation, pageflow, workflow, and routings

Functional form creation GT eForms™ 3.0 empowers business analysts to create powerful, intelligent, PeopleSoft-based electronic forms and custom self-service applications with little or no technical assistance, including the ability to: Create and layout pages, segments, and fields; Setup field attributes, including hide/display, required, etc.; Auto-populate data; Configure related displays; Conditionally hide or display fields, segments and entire pages based on the user, role, department, school, or any business requirement; Create cascading lookups and restricted valid values based on other data on the form; Configure workflow to intelligently route to the right approvers at the right time, based on your business rules.

Create a form Create pages, segments, fields Add instructions Assign field attributes Create multiple pages Assign form users

GT eForms™ Demo – Quick form creation

Change your form Add segments Move fields around Create prompts and lookups, linked to PeopleSoft records Add related displays Link fields to dynamically change values when related fields change

GT eForms™ Demo – enhancing your form

Add the smarts Conditionally hide and display segments on the form Conditionally hide and display fields Include grids to capture rows of data Dynamically update fields as data is entered

GT eForms™ Demo – adding business logic

Send it on its way Setup approval routing Define approvers for each step Configure conditional routing Setup email notifications Make sure there’s an audit record!

GT eForms™ Demo – Configuring approvals

Expand your forms Create custom pages and segments Beyond the configuration capabilities, GT eForms™ also provides unlimited opportunity for technical expansion… Create custom pages and segments Incorporate PeopleCode hooks Use query records, SQL statements Integrate with non-PS systems and data sources

GT eForms™ Demo – unlimited flexibility

Smelling Salts available in the lobby… Business Analysts can start simple…with fields on a page, then… ADD pre-population ADD prompts ADD cascading lookups ADD dynamic dependencies ADD conditions ADD routing ADD notifications And more!

Concluding thoughts ANY QUESTIONS?

THANK YOU!