Description
PeopleSoft environments are famous for their complexity, and when it comes to Personas, Roles, and Row Level Securities, it often feels like the more attributes you add, the more problems you inherit. In this session, we’ll show how to take those “ro level, ro problems” and turn them into a streamlined, request‑driven experience using IdentityIQ QuickLinks, a dynamic form, and a consolidated custom object that brings together all the disparate PeopleSoft access data scattered across spreadsheets and documentation.
Requesting PeopleSoft access traditionally requires navigating tribal knowledge, outdated files, and confusing relationships between Personas, Roles, and Row Level Security values. Users rarely know which combination to request or how the pieces fit together. This session demonstrates how to reduce that confusion by centralizing the reference data into a single custom object and using a dynamic form that expands and contracts based on the requester’s selections, guiding them through each required step without overwhelming them.
We’ll walk through how the QuickLink request launches the workflow, how the form presents only the relevant PeopleSoft attributes at each stage, and how the workflow processes the final selection to assign the correct access. Attendees will leave with a practical pattern for simplifying complex, multi‑attribute access requests and delivering a cleaner, more intuitive experience for PeopleSoft users and administrators alike.
Additional Resources
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