DA Action Types

Purpose

Use Action types to access data within the system. DA has four (4) general options to use within the system when accessing information. Based on the user and/or level of security they are given on the system, all of the four options may not be available to every user. It is up to you to decide!

Details

The action you select tells PeopleSoft the type of activity you want to perform on the database.

Action Type Action   or   Add actions add a new row of information to the database with a new high-level, primary key. If you think of it in terms of a file cabinet, you are adding a new file folder to the filing cabinet.   The default when you enter a page is Update/Display. With Update/Display, you can either update or display information about a high-level key. To update information, insert a new row of data for the high-level key by using the insert button  (insert a new piece of paper to the file folder). The only restriction when using this action type is when you enter or review a row of data within the system; the effective date must be greater than the date on the current row.   or   This action type works the same way as Update/Display, but will allow the user to review not only Current and Future rows of information, but also History rows of data.   or   Correct History is the most powerful of action types. When you choose this option, you can do it all! View, change, and insert rows of data regardless of the effective date.

Helpful Hints

When you insert a new row into an effective-dated table, the existing information is copied over into the new row and identified by the system date -- usually today's date.  Simply change the data and enter the date you want the change to go into effect.

Add Versus Row Insert

You use the action of Add to create new rows with new search keys in a table. Search keys are the fields displayed on the top of the search dialog page that uniquely identify a row of data. For example, when you add a new department, the system creates the new value as a new search key in the Department Table.

Insert Row, using the  icon, does not create a new search key, but copies the existing data to a new row. You then update information on the new row.