PeopleSoft Task

PeopleSoft Task

Overview

Note

These instructions assume the user has a working knowledge of PeopleSoft.

The PeopleSoft task allows you to send commands to a PeopleSoft system and gather status information and output back from PeopleSoft. The PeopleSoft task uses Stonebranch's proprietary Universal Connector for PeopleSoft (UPPS) to communicate with PeopleSoft . Universal Connector for PeopleSoft allows Universal Controller to connect to a PeopleSoft system and manage PeopleSoft background processing tasks.

Before You Begin

To run a PeopleSoft task, you must first complete the following:

Built-In Variables

The following built-in variables can be used in a PeopleSoft task to pass data where appropriate:

Creating a PeopleSoft Task

Step 1

From the Automation Center navigation pane, select Tasks > PeopleSoft Tasks. The PeopleSoft Tasks list displays a list of all currently defined PeopleSoft tasks.
 
To the right of the list, PeopleSoft Task Details for a new PeopleSoft task displays.
 

Step 2

Enter/select Details for a new PeopleSoft task, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.

  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.

  • Temporarily hide the list above the Details.

  • Click the

     button above the list to display a pop-up version of the Details.

Step 3

Click the 

button. The task is added to the database, and all buttons and tabs in the Task Details are enabled.

Note

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)

  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.

  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

PeopleSoft Task Details

The following PeopleSoft Task Details is for an existing PeopleSoft task.

Depending on the values that you enter / select for these fields, and whether or not the PeopleSoft task has ever been launched, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the PeopleSoft Task Details.