PeopleTools and Lifecycle Management - PSFT (MOSC)

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Custom Activity Guide - GL Month End Close Step Checklist

in PeopleTools and Lifecycle Management - PSFT (MOSC) 4 comments

Hello,

Our business has requested to create a custom activity guide that will be a checklist of steps for GL Month End Close. Has anyone been able to create this? I am trying to find documentation or steps on how to create a custom Fluid Activity guide however I have not found any documentation. I have seen other posts reference the knowledge documents listed below however the attachments are not listed in the the documents.

E-FLUID/Portal: How to Develop Activity Guide in Fluid (Doc ID 2209933.1)

E-AG: How to create Fluid activity guide (Doc ID 2232648.1)

Does anyone have any suggestions, share their experience with creating custom activity guides, or recent knowledge documents that can provide guidance on how to create a custom Activity Guide in Fluid for a GL Month End Close step checklist? Any guidance or suggestions would be greatly appreciated.

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