Find the Menu Navigation for PeopleSoft Components or Processes

If you're like me, there are a lot of times when you need to make changes to a particular component or perhaps you need to run a particular process. You might know the component or processess name, but you have no idea how to navigate to the particular component or process through the PeopleSoft navigation.

Here is a great tip for a method to finding the portal hierarchy path to a particular component. Let's say that we are trying to find the JOB_DATA component in HCM. Yes, I know most people know the navigation for this one. However, this is just an example, so bare with me. You can use any component name that you desire. I am using JOB_DATA for simplicity. If you have access to run a SQL, below is a piece of code that uses the CONNECT BY PRIOR command that will help you to find the navigation.

select lpad(' ', 10*level-10) || PS.PORTAL_LABEL

from PSPRSMDEFN PSstart with PS.PORTAL_URI_SEG2 = 'JOB_DATA'

and PS.PORTAL_URI_SEG3 in ('GBL','USA')

connect by prior PS.PORTAL_PRNTOBJNAME = PS.PORTAL_OBJNAME

and PS.PORTAL_NAME = 'EMPLOYEE'

This SQL gives the following results:

Job Data

Job Information

Workforce Administration

Root

CONNECT BY PRIOR is a condition that identifies the relationship between parent rows and child rows of the hierarchy. Here is the syntax.

Syntax:

SELECT...
[START WITH initial_condition]
CONNECT BY [nocycle] PRIOR recurse_condition
[ORDER SIBLINGS BY order_by_clause]

Key:

START WITH : The row(s) to be used as the root of the hierarchy

CONNECT BY : Condition that identifies the relationship between parent and child rows of the hierarchy

NOCYCLE : Do not circle around loops (where the current row has a child which is also its ancestor.)

ORDER SIBLINGS BY : Preserve ordering of the hierarchical query then apply the order_by_clause to the sibling rows

Now, let's say that you are looking for the navigation of a particular process name, you can use the SQL (slightly modified) to get the results you are looking for. Let's look for the navigation to the process named 'PSPPYRUN.'

select lpad(' ', 10*level-10) || PS.PORTAL_LABEL
from PSPRSMDEFN PS
start with PS.PORTAL_URI_SEG2 in
(select PSB.PNLGRPNAME from PS_PRCSDEFNPNL PSB where PSB.PRCSNAME = 'PSPPYRUN')
and PS.PORTAL_URI_SEG3 in ('GBL','USA')
connect by prior PS.PORTAL_PRNTOBJNAME = PS.PORTAL_OBJNAME
and PS.PORTAL_NAME = 'EMPLOYEE'

This SQL returns the following results:

Calculate Pay

Run Payroll

Payroll Processing

North American Payroll

Root

If you have a bit more time, you can create a PeopleSoft component/page where you can select the process or the component from a list and press a button to get the results in a grid. I'll leave that up to you. I hope this helps you become more efficient.

If you have any tips or other suggestions on this topic, please add your comments to this thread.

All the best,

Derek