Deployment Tool

The Deployment Tool simplifies the process of publishing forms by deploying the form onto either a Homepage or the GT eForms WorkCenter. This action takes the place of generating form task links from the Form Family Table and Form Setup page.

SECURITY

Users need to have the PeopleSoft Portal Admin Role for the Deployment Tool to be able to update the CREFs during deployment.

The deploy tool has multiple sections. The sections shown will vary based on the type of deployment.

Inputs Section

This section is used to define which Family or Search Set to deploy and where to deploy it. This section displays for both Homepage and Workcenter deployments.

Field	Value/Use
Family/Search Set	Use the prompt to lookup an existing Form Family or Search Set.
Where do you want to deploy?	Choose either Homepage or Workcenter

Navigation Collection

This section displays for both Homepage and Workcenter deployments.

Navigation Collection

Field	Value/Use
Current State	Shows the current status of the navigation collection. If has never been deployed, the current status will show as blank. If previously deployed, will state deployed.
Action to Take	Select either Deploy, Update or Remove. If form has not been deployed, the update and remove options will not show.
Nav Collection Label	The Navigation Collection Label

Navigation Collection Links

Field	Value/Use
Set All Actions To	Shortcut to set all actions. Options may include Deploy, Update, Remove
Clear All Actions	Shortcut to clear all actions
Current State	Shows the current status of the navigation collection. If has never been deployed, the current status will show as blank. If previously deployed, will state deployed.
Action to Take	Select either Deploy, Update or Remove. If form has not been deployed, the update and remove options will not show.
Form Type	Read-only display of the form types within the selected Form Family/Search Set.
Form Task	Read-only display of the Form Task. ADD = Add Task UPD = Update Task EVL = Evaluate Task VWS = View Task LP – Landing Page
Form Condition	Read-only display of the Form Condition. All forms start with one “Default” condition.
Portal Label	Enter a label to be displayed on the Homepage/WorkCenter
Sequence Number	Used to change the sequence order of the links.
Additional Settings	Shows after deployment. If clicked, will open the Advanced Parameters window.

Additional Settings

Field	Value/Use
From	Enter a date as a start date for when the WorkCenter or Homepage link should be available for users.
To	Enter a date as an end date for when the WorkCenter or Homepage link should end for users.
Additional Parameters	Additional parameters for advanced use

Additional Settings (Landing Page)

Field	Value/Use
From	Enter a date as a start date for when the WorkCenter or Homepage link should be available for users.
To	Enter a date as an end date for when the WorkCenter or Homepage link should end for users.
Landing Page Instructions	Rich Text editor for editing Landing Page text.

Sections When Deploying to Homepages

This section will show only when Homepage is selected.

Tile

Field	Value/Use
Current State	Shows the current status. If item has never been deployed, the current status will show as blank. If previously deployed, will state deployed.
Action to Take	Select either Deploy, Update or Remove. If item has not been deployed, the update and remove options will not show.
Tile Label	The label to display to users on the tile

Homepages

Field	Value/Use
Current State	Shows the current status of the navigation collection. If has never been launched, the current status will show as blank. If previously deployed, will state deployed.
Action to Take	Select either Deploy, Update or Remove. If form has not been deployed, the update and remove options will not show.
Homepage Name	Use the prompt lookup to select the Homepage the form links should be launched on.
Label	Display only, label associated with selected Homepage
Add GT Homepage	Shortcut to add GT Homepage. Tile will be deployed to the homepage(s) selected
Add Homepage	Add additional rows to the grid

Sections When Deploying to WorkCenter

This section will show only when WorkCenter is selected.

WorkCenter Pagelets

Field	Value/Use
Current State	Will indicate Deployed or not
Action to Take	Displays available options which may include Deploy, Update, and Remove
Pagelet Label	Enter a label to be displayed on the Homepage
Manage Pagelet Sequence	When clicked, opens the Manage Pagelet Sequence window.

Manage Pagelet Sequence

Field	Value/Use
Pagelet Name	Full name of the pagelet, Read-only
Portal Label	Description of the pagelet, Read-only
Sequence Number	Sequence number determines display order
Save Sequence Numbers	Applies changes
Return	Closes the modal window

Buttons/Links

This section displays for both Homepage and Workcenter deployments.

Field	Value/Use
Deploy/Save Changes	Save/Apply changes
Show Content Reference Names	Toggles advanced display on and off

Show Content Reference Names

The following is an example the sections of the Deployment Tool when “Show Content Reference Names” toggled on.

Access to Deployment Tool

There are 5 ways to access the deployment tool. The default behavior of the page will vary slightly depending on the context.

1. Deployment Tool page
   1. Navigation: Manage GT eForms 3.x > Deployment Tool
   2. If nothing is deployed, everything is marked to be deployed
2. Form Family Table
   1. Navigation: Manage GT eForms 3.x > GT Functional Setup > GT System Setup > Form Family Table
   2. If nothing is deployed, everything is marked to be deployed
3. Search Set Page
   1. Navigation: Manage GT eForms 3.x > GT Functional Setup > GT System Setup > Search Sets
   2. If nothing is deployed, everything is marked to be deployed
4. Form Type Level
   1. Navigation: Manage GT eForms 3.x > Form Setup > General tab
   2. If the form belongs to only one form family/search set, the family will default. If more than one, lookup will be used.
   3. Any form type add links that are not deployed will be marked to be deployed
5. Form Task Level
   1. Navigation: Manage GT eForms 3.x > Form Setup > Pages tab
   2. Form Type, Condition, and Task will default
   3. If condition add link is not deployed, it is marked to be deployed

Label Conventions

This section describes the convention used for default labels. All labels can be modified.

Note: Family.DESCRSHORT will be used if it exists, otherwise Family.G3FORM_FAMILY will be used

Navigation Collection Label

[Family.DESCRSHORT] or [SearchSet.SEARCHSET]

Tile and Pagelet

[Family.DESCRSHORT] or [SearchSet.SEARCHSET] eForms

Links

Add a [condition (if not Default)] [FormType.DESCRSHORT] eForm
Update/Evaluate/View a [Family.DESCRSHORT] eForm
or
Update/Evaluate/View a [SearchSet.SEARCHSET] eForm

Functional Tips

Changing Form Style

When switching forms from classic to fluid or vice versa, follow these steps:

1. First set the existing Navigation Collection Links to Remove and Save
2. Navigate to the Form Setup page and change the form style
3. Set all Navigation Collection Links to Deploy and Save

If any of the form tasks in the family/search set are fluid, the landing page will be fluid. If any of the family tasks (Evaluate, Update or View) are fluid, those links will point to fluid search pages.

Moving Form Families

When moving a Form Type to a new Form Family, follow these steps:

1. In the old Form Family, first set the Form Type Navigation Collection Links to Remove and Save
2. Navigate to the Form Setup page and change the Form Family
3. Set the Form Type Navigation Collection Links to Deploy and Save

Links can also be removed manually via Structure and Content if the above steps are missed.

Limitations

The deploy tool only deploys to the current portal. To add navigation on other portals, users will have to manually change the content references in Structure and Content.