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Transcript of PeopleSoft Application Designer Practice 8.43
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Yes-V Software Solutions (P) Ltd., 1
PeopleSoftPeopleSoft
PracticePractice
ApplicationApplicationDesignerDesigner
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2Yes-V Software Solutions (P) Ltd.,
AgendaAgenda
PeopleSoft ApplicationPeopleSoft Application
DesignerDesigner
Steps involved in creating aSteps involved in creating a
ComponentComponent
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Yes-V Software Solutions (P) Ltd., 3
ApplicationApplication
DesignerDesignerPeopleSoft ApplicationPeopleSoft Application
designer(8.43) is a tool fordesigner(8.43) is a tool fordeveloping web enableddeveloping web enabledPeopleSoft applicationsPeopleSoft applications
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Creating an ApplicationCreating an Application
Simple 9 stepsSimple 9 steps1. Create Field Definition1. Create Field Definition
2. Create Record Definition.2. Create Record Definition.
3. Build the Record Definition.3. Build the Record Definition.
4. Create page Definition.4. Create page Definition.
5. Create Component Definition.5. Create Component Definition.
6. Include pages into component Definition.6. Include pages into component Definition.
7. Creating Menu Definition.7. Creating Menu Definition.
8. Assigning security to the menu.8. Assigning security to the menu.
9. Test the application9. Test the application
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Creating a ComponentCreating a Component
F1 F5F2 F3 F4 FNFN-1F12F11F6 _ _ _ _ _
REC1 REC2 RECN
PAGE1 PAGE2 PAGE N
COM1 COM NCOM2
Application
_ _ _ _ _ _ _ _ _ _ _
_ _ _
_ _ _ _
F Field
REC Record
COM Component
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Creating an ApplicationCreating an Application
Simple 9 stepsSimple 9 steps1.1. Create Field DefinitionCreate Field Definition2. Create Record Definition.2. Create Record Definition.
3. Build the Record Definition.3. Build the Record Definition.4. Create page Definition.4. Create page Definition.
5. Create Component Definition.5. Create Component Definition.
6. Include pages into component Definition.6. Include pages into component Definition.
7. Creating Menu Definition.7. Creating Menu Definition.8. Assigning security to the menu.8. Assigning security to the menu.
9. Test the application9. Test the applicationS8
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FieldField
DefinitionDefinition
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Field DefinitionField Definition
Fields are the basic Building BlocksFields are the basic Building Blocks There are two types of FieldsThere are two types of Fields
1.1. FieldField2.2. Record FieldRecord Field
Fields that are grouped together as a unit areFields that are grouped together as a unit arecalled record definitionscalled record definitions
Additional Characteristics are defined to theAdditional Characteristics are defined to theRecord Field which is specific to that record,Record Field which is specific to that record,
called Record Field Properties.called Record Field Properties.
Record field properties areRecord field properties are notnotshared withshared withother records in which the field is used. Whereother records in which the field is used. Whereas Field Properties are sharedas Field Properties are shared
with other records in which the field is usedwith other records in which the field is used
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Field DefinitionField Definition
Attributes of a FieldAttributes of a Fielddefinitiondefinition Field typeField type Field lengthField length Field LabelsField Labels
Label IdLabel IdLong nameLong name
Short nameShort name
DefDef Field formatField format
Format typeFormat typeFamilyFamily
Display nameDisplay name Not UsedNot Used Chart fieldChart field
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Field DefinitionField Definition
Field typeField type
Character (Char) Its maximum length ranges from 1-254Character (Char) Its maximum length ranges from 1-254
Long Character (Long)-Its maximum length is 64000 charactersLong Character (Long)-Its maximum length is 64000 characters
Number (Nbr) Signed or Unsigned NumberNumber (Nbr) Signed or Unsigned Number
Signed Number (Sign)Signed Number (Sign)
Date (Date)-field length of 10 and is maintained by the systemDate (Date)-field length of 10 and is maintained by the systemTime (Time)- 15 positions, format of HH:MI:SS.999999Time (Time)- 15 positions, format of HH:MI:SS.999999
DateTime (DtTm)- 26 positions, format of YYYY-MM-DD-HH-MI-SS.999999DateTime (DtTm)- 26 positions, format of YYYY-MM-DD-HH-MI-SS.999999
Image (Img)- store application data that takes the form of imagesImage (Img)- store application data that takes the form of images
ImageReference (Iref)- to store static images that can be changed at runtime withImageReference (Iref)- to store static images that can be changed at runtime withPeopleCodePeopleCode
Attachment (Att) - Maps to a BLOB database type to hold the contents of a fileAttachment (Att) - Maps to a BLOB database type to hold the contents of a fileattachmentattachment
Field lengthField lengthSpecifies the length of the fieldSpecifies the length of the field
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Field DefinitionField Definition
Field LabelsField Labels
Attributes:Attributes:
Label IdLabel Idunique identifier for the field .unique identifier for the field .
less than 18 characters, without spaces, andless than 18 characters, without spaces, andUPPERCASEUPPERCASE
Long nameLong name
The Record Field Table, long option for a page field.The Record Field Table, long option for a page field.Up to 30 charactersUp to 30 characters
Short nameShort name
An alternate name to use on pages and reports.An alternate name to use on pages and reports.
Up to 15 charactersUp to 15 characters
DefDefDef stands for default fieldDef stands for default field
The line which is checked (tick mark) is taken as theThe line which is checked (tick mark) is taken as the
default label id.default label id.
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Field DefinitionField Definition
Not UsedNot Used
Read only CheckRead only Checkbox. Values can bebox. Values can bechanged throughchanged throughPeopleCode.PeopleCode.
This causes theThis causes thefieldfield Skipped as part ofSkipped as part of
the unique index.the unique index. Exposed toExposed to
PeopleCode forPeopleCode forread and writeread and writeoperations.operations.
ChartFieldChartField
Read only CheckRead only Checkbox.box.
Values can beValues can bechanged throughchanged through
PeopleCodePeopleCode
Used for characterUsed for character
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Read Only
Check Box
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Field DefinitionField Definition
Field formatField formatField format specificationsField format specifications
affect internal values thataffect internal values thatare stored in the databaseare stored in the database
Format typeFormat type
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UppercaseUppercase NameName
Phone Numbers (North America)Phone Numbers (North America) SSNSSN
Zip/Postal Code (North America)Zip/Postal Code (North America) Mixed CaseMixed Case
Raw BinaryRaw Binary Numbers OnlyNumbers Only
Phone Numbers (International)Phone Numbers (International) SINSIN
Zip/Postal Code (International)Zip/Postal Code (International) CustomCustom
FamilyFamilyFormats are organizedFormats are organized
into format families, whichinto format families, whichcan include one or morecan include one or moreunique formats.unique formats.
Display nameDisplay nameThe Display Name givenThe Display Name given
to the Format Familyto the Format Family
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Field FormatField Format
Click New ButtonClick New ButtonNew Dialogue BoxNew Dialogue Box
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Field FormatField Format
Enter values in Stored and DisplayEnter values in Stored and Display
Group Boxes and Click AddGroup Boxes and Click Add
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Field Formats EditingField Formats Editing
FormatsFormats
The Edit Formats dialog box presents a treeThe Edit Formats dialog box presents a treecontrol where you define the stored andcontrol where you define the stored anddisplay formats for a family and all options anddisplay formats for a family and all options andattributes. This dialog box enables you to:attributes. This dialog box enables you to:
Add, update, and delete stored and displayAdd, update, and delete stored and displayformats.formats.
Enter a description for the family.Enter a description for the family. Specify options, such as uppercase and smartSpecify options, such as uppercase and smart
punctuation, for the family.punctuation, for the family.
Changes are saved when you click OK.Changes are saved when you click OK.S8
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Fi ld F Edi i
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Field Formats EditingField Formats Editing
FormatsFormats
This following slides show how to:This following slides show how to: Add a new stored format.Add a new stored format. Add a new display format to aAdd a new display format to a
stored format.stored format. Update a display format.Update a display format. Delete stored formats.Delete stored formats.
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Field FormatField Format
Adding a New Stored FormatAdding a New Stored Format1.1. Open the format family to which you want to add aOpen the format family to which you want to add a
format.format.
2.2. Select the format family name.Select the format family name.
3.3. Enter the stored and display names and formatEnter the stored and display names and formatnotation.notation.
4.4. ClickClick Add.Add.
5.5. The new format appears in the tree below the existingThe new format appears in the tree below the existingformats.formats.
Adding a New Display Format to a StoredAdding a New Display Format to a StoredFormatFormat
1.1. In the tree, select the stored format name to whichIn the tree, select the stored format name to whichyou want to add a display format.you want to add a display format.
2.2. In theIn the DisplayDisplay group box, enter a new name andgroup box, enter a new name and
format notation.format notation.
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Field Format - EditingField Format - Editing
To add New FormatTo add New Format
To Existing one.To Existing one.
Select a Format Family and Click Edit.Select a Format Family and Click Edit.
The Edit dialogue Box appears.The Edit dialogue Box appears.
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Field FormatField Format
Updating a Display FormatUpdating a Display Format
1.1. To update a display format:To update a display format:
2.2. Select the display format in the tree view.Select the display format in the tree view.
3.3. Select a display format and enter theSelect a display format and enter the
enabled fields.enabled fields.4.4. ClickClick UpdateUpdate to update the display.to update the display.
Deleting Stored FormatsDeleting Stored Formats
1.1. To delete a stored format:To delete a stored format:
2.2. Select the display format.Select the display format.3.3. Click theClick the DeleteDelete button.button.
4.4. PeopleSoft Application Designer displays aPeopleSoft Application Designer displays awarning message indicating that deleting awarning message indicating that deleting adisplay format might strand stored data.display format might strand stored data.
SelectSelectYesYes to continue with the delete.to continue with the delete.
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Field Format - EditingField Format - Editing
Select the Display Format in the Tree viewSelect the Display Format in the Tree view
Update the FormatUpdate the Format
Delete the FormatDelete the Format
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Field FormatField Format
Testing FormatsTesting Formats
To test a format family:To test a format family:
1.1. Use the two drop-down list boxes to select aUse the two drop-down list boxes to select astored and display format pair to test.stored and display format pair to test.
2.2. Click either DB->Display and Display->DB toClick either DB->Display and Display->DB toprocess the format.process the format.
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Field Format - TestField Format - Test
Click any one of themClick any one of them
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Result will be Displayed hereResult will be Displayed here
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Field PropertiesField Properties
The Field Properties DialogueThe Field Properties DialogueBox haveBox have
General TabGeneral Tab
Field DefinitionField Definition is to enteris to entercomments regarding the fieldcomments regarding the fieldDefinitionDefinition
Owner IDOwner ID drop-down list boxdrop-down list boxenables you to select a validenables you to select a validowner, as in applicationowner, as in application
project or roleproject or role
Last UpdatedLast Updated group boxgroup boxcontains informationdate, time,contains informationdate, time,and user IDabout theand user IDabout the
last time the field definitionlast time the field definitionwas modifiedwas modified
International Format Setting TabInternational Format Setting Tabare not in use for PeopleTools 8.4.are not in use for PeopleTools 8.4.
Translate Values tabsTranslate Values tabs
This is available only forThis is available only for
Character Field of max length 4.Character Field of max length 4.
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This is
available
only for
Character
Field of max
length 4
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Creating New Field DefinitionsCreating New Field Definitions
To create a new field definition:To create a new field definition:
1.1. Click theClick the NewNew button on the PeopleSoftbutton on the PeopleSoftApplication Designer toolbar.Application Designer toolbar.
2.2. The New dialog box appears.The New dialog box appears.
3.3. SelectSelect Field.Field.
4.4. Click OK.Click OK.
5.5. Select one of the following field types fromSelect one of the following field types from
the Field Type drop-down list box.the Field Type drop-down list box.6.6. Then specify the required attributes forThen specify the required attributes for
that field Type.that field Type.
7.7. And Save the Field Definition.And Save the Field Definition.
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Creating New Field DefinitionsCreating New Field Definitions
New icon inNew icon in
ApplicationApplicationDesignerDesigner
Tool barTool bar
OROR
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Creating New Field DefinitionsCreating New Field Definitions
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Creating New Field DefinitionsCreating New Field Definitions
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Creating New Field DefinitionsCreating New Field Definitions
Field has been DefinedField has been Defined
Save Dialogue BoxSave Dialogue Box
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Opening an E isting FieldOpening an Existing Field
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Opening an Existing FieldOpening an Existing Field
DefinitionDefinition
Select File, Open from theSelect File, Open from themenumenu
From this dialog box, youFrom this dialog box, youcan view all availablecan view all availablefields in the database. Youfields in the database. You
can open all fields of acan open all fields of acertain type or from acertain type or from aspecific project, or you canspecific project, or you canopen a specific field or setopen a specific field or setof fields.of fields.
Clone an existingClone an existing
definitiondefinition
To create a field definitionTo create a field definitionwith attributes similar towith attributes similar toan existing one:an existing one: Open an existing fieldOpen an existing field
definition.definition.
Select File, Save As.Select File, Save As. Enter a new name.
Select a FieldSelect a Field
And Click OpenAnd Click Open
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Viewing Field PropertiesViewing Field Properties
There are several ways toThere are several ways toview field properties.view field properties.
While in the field definitionWhile in the field definitionworkspace, click theworkspace, click theProperties button.Properties button.
Select Field, DefinitionSelect Field, DefinitionProperties.Properties.
While in a recordWhile in a recorddefinition:definition:
Select the field.Select the field.
Right-click the fieldRight-click the fieldname.name.
SelectSelect View FieldView FieldPropertiesProperties from thefrom the
pop-up menu.pop-up menu.
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Changing Field DefinitionChanging Field Definition
Changing a field Definition has theChanging a field Definition has the
following effectsfollowing effects We might need to change the FieldWe might need to change the Field
Properties and attributesProperties and attributesThe change affects everyThe change affects every
occurrence of the field in everyoccurrence of the field in every
record definitionrecord definition
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Changing Field DefinitionChanging Field Definition
Changing Field TypeChanging Field Type
Change a field type by opening a field andChange a field type by opening a field andselecting another field type from the drop-selecting another field type from the drop-down list boxdown list box
Renaming Field DefinitionRenaming Field Definition
There are two ways to rename a fieldThere are two ways to rename a fielddefinition:definition:
Using the Rename DefinitionUsing the Rename Definition
dialog box.dialog box.
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Changing Field DefinitionChanging Field Definition
Renaming Field DefinitionRenaming Field Definition
Using the Rename Definition Dialog BoxUsing the Rename Definition Dialog BoxTo rename a field definition from the Rename Definition dialog box:To rename a field definition from the Rename Definition dialog box:1.1. Select File, Rename to open the Rename Definition dialogSelect File, Rename to open the Rename Definition dialog
box.box.2.2. SelectSelect FieldField as the definition type.as the definition type.3.3. Enter the name of the field.Enter the name of the field.4.4.
If you arent sure of the name or the correct spelling, useIf you arent sure of the name or the correct spelling, usethe search criteria fields to locate the field to rename.the search criteria fields to locate the field to rename.
The list displays field names that match your searchThe list displays field names that match your searchcriteria.criteria.
5.5. To rename a field in the list, select the field and clickTo rename a field in the list, select the field and clickRename,Rename, or double-click the field.or double-click the field.
6.6. The field name becomes available for entry, and you canThe field name becomes available for entry, and you can
type the new name.type the new name.7.7. When you finish typing the new name, press ENTER orWhen you finish typing the new name, press ENTER or
click theclick the RenameRename button.button.8.8. The Rename Field dialog box appears. Select the recordsThe Rename Field dialog box appears. Select the records
in which you want the field to be renamed. Thein which you want the field to be renamed. The De-De-select Allselect All button toggles tobutton toggles to Select All.Select All.
9.9. Click OK.Click OK.
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Rename FieldRename Field
Select a FieldSelect a Field
Click RenameClick Rename
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Rename FieldRename Field
Now you canNow you can
rename the fieldrename the field
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Rename FieldRename Field
Click OKClick OK
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Rename FieldRename Field Effects in RecordEffects in Record
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Rename FieldRename Field-Effects in Record-Effects in RecordDefinitionDefinition
Before Renaming the FieldBefore Renaming the FieldAfter Renaming the FieldAfter Renaming the Field
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Changing Field DefinitionChanging Field Definition
Renaming Field DefinitionRenaming Field DefinitionUsing the Open Definition Dialog BoxUsing the Open Definition Dialog Box
To rename a field definition from the Open DefinitionTo rename a field definition from the Open Definitiondialog box:dialog box:
1.1. To display the Open Definition dialog box, select File,To display the Open Definition dialog box, select File,Open.Open.
2.2. This dialog box enables you to set up search criteria forThis dialog box enables you to set up search criteria for
locating field names.locating field names.3.3. Select Field as the definition type.Select Field as the definition type.4.4. If you have additional information, use theIf you have additional information, use the NameName field.field.
You can further narrow your search criteria by selecting aYou can further narrow your search criteria by selecting afield type or the name of the project that contains thefield type or the name of the project that contains thefield to delete.field to delete.
5.5.
Click theClick the OpenOpen button or press ENTER when you havebutton or press ENTER when you havecompleted your search criteria.completed your search criteria.6.6. You can rename a field in the Open Definition dialog boxYou can rename a field in the Open Definition dialog box
by selecting the field, right-clicking the field name, andby selecting the field, right-clicking the field name, andselectingselecting Rename.Rename.
7.7. You can also select the field name and click it a secondYou can also select the field name and click it a secondtime. The field name becomes available for entry and youtime. The field name becomes available for entry and you
can enter a new name.can enter a new name.8.8. When you finish typing the new name, press ENTER orWhen you finish typing the new name, press ENTER or
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Rename FieldRename Field
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Deleting Field DefinitionDeleting Field Definition
This section discusses two ways to delete a field definition:This section discusses two ways to delete a field definition:1.1. Using the Delete Definition dialog box.Using the Delete Definition dialog box.2.2. Using the Open Definition dialog box.Using the Open Definition dialog box.
The important thing to be noted is that you cannot delete aThe important thing to be noted is that you cannot delete afield that is currently used in any recordfield that is currently used in any record
Using the Delete Definition Dialog BoxUsing the Delete Definition Dialog Box1.1. To delete field definitions from the Delete DefinitionTo delete field definitions from the Delete Definition
dialog box:dialog box:2.2. Select File, Delete to open the Delete Definition dialogSelect File, Delete to open the Delete Definition dialog
box.box.3.3. In the Delete Definition dialog box, set up search criteriaIn the Delete Definition dialog box, set up search criteria
for locating field names.for locating field names.
4.4. SelectSelect FieldField as the definition type.as the definition type.5.5. If you have additional information, use theIf you have additional information, use the NameName field.field.6.6. Select a field type or the name of the project thatSelect a field type or the name of the project that
contains the field that you want to delete.contains the field that you want to delete.7.7. This further narrows your search criteria.This further narrows your search criteria.
8.8. When your search results appear in the output window,When your search results appear in the output window,
delete the field definition by selecting the field anddelete the field definition by selecting the field andclicking theclicking the DeleteDelete button or double-clicking the fieldbutton or double-clicking the field
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Deleting Field DefinitionDeleting Field Definition
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Deleting Field DefinitionDeleting Field Definition
A Field cannot be deleted if it is used on a recordA Field cannot be deleted if it is used on a record
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Deleting Field DefinitionDeleting Field Definition
Using the Open Definition Dialog BoxUsing the Open Definition Dialog Box1.1. To delete field definitions from the Open DefinitionTo delete field definitions from the Open Definition
dialog box:dialog box:
2.2. Select File, Open to display the Open Definition dialogSelect File, Open to display the Open Definition dialogbox.box.
3.3. This dialog box enables you to set up search criteria forThis dialog box enables you to set up search criteria forlocating field names.locating field names.
4.4. SelectSelect FieldField as the definition type.as the definition type.
5.5. Enter theEnter the NameName field if you have additional information.field if you have additional information.
6.6. You can further narrow your search criteria by selectingYou can further narrow your search criteria by selecting
a field type or the name of the project that contains thea field type or the name of the project that contains thefield that you want to delete.field that you want to delete.
7.7. When you have completed your search criteria, clickWhen you have completed your search criteria, clickOpenOpen or press ENTER.or press ENTER.
8.8. Right-click the field that you want to delete from the listRight-click the field that you want to delete from the listof field names displayed.of field names displayed.
9.9. SelectSelect DeleteDelete from the pop-up menu.from the pop-up menu.
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Printing Field DefinitionPrinting Field Definition
Two Ways to print FieldTwo Ways to print FieldDefinitionDefinition
1.1. To print a field definition,To print a field definition, select File, Print from theselect File, Print from the
field definition windowfield definition window(or click the Print button(or click the Print buttonin the toolbar) to openin the toolbar) to openthe Print dialog box,the Print dialog box,
specify printing options.specify printing options.
2.2. Open Definition dialog box.Open Definition dialog box. On the list resulting fromOn the list resulting from
your search, right-clickyour search, right-clickthe name of the fieldthe name of the fielddefinition that you wantdefinition that you wantto print,to print,
selectselect PrintPrintfrom thefrom thepop-up menu to viewpop-up menu to viewyour printing options.your printing options.
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Translate TableTranslate Table
It is a Prompt Table to store values forIt is a Prompt Table to store values for
fields that dont need individual promptfields that dont need individual prompttables of their owntables of their own
Criteria for Prompt TableCriteria for Prompt Table Field type isField type is Character.Character. Field length is 1 to 4 characters.Field length is 1 to 4 characters.
Field values consist of a relativelyField values consist of a relativelysmall, static set of values that are notsmall, static set of values that are notmaintained by the user.maintained by the user.
No other fields relate to this field.No other fields relate to this field.
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Translate TableTranslate Table
Field length is 1 to 4 charactersField length is 1 to 4 characters..
Translate Value Tab appearsTranslate Value Tab appears
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Translate TableTranslate Table
Attributes of Prompt TableAttributes of Prompt Table FIELD NAME Field name, such as ABSENCE_TYPEFIELD NAME Field name, such as ABSENCE_TYPE LANGUAGE_CD Language codeLANGUAGE_CD Language code FIELD VALUE Value for the fieldFIELD VALUE Value for the field EFFDT Effective dateEFFDT Effective date VERSION Internal version number (system-VERSION Internal version number (system-
maintained)maintained) EFF_STATUS Statusactive or inactiveEFF_STATUS Statusactive or inactive XLATLONGNAME 30-character description; used as a labelXLATLONGNAME 30-character description; used as a label
on pages andon pages andreportsreports
XLATSHORTNAME 10-character description; used as a labelXLATSHORTNAME 10-character description; used as a label
on pages andon pages andreportsreports
LASTUPDDTTM DateTime field showing the last timeLASTUPDDTTM DateTime field showing the last timethat a field wasthat a field was
updatedupdated LASTUPDOPRID User ID of the user who most recentlyLASTUPDOPRID User ID of the user who most recently
updated theupdated the fieldfield
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Translate TableTranslate Table
Adding Translate ValuesAdding Translate ValuesTo add translate values to the Translate TableTo add translate values to the Translate Table::1.1. From a field definition window, select File, DefinitionFrom a field definition window, select File, Definition
Properties.Properties.You can also right-click and selectYou can also right-click and select Field Properties,Field Properties, oror
press ALT-press ALT-
ENTER.ENTER.
2.2. From a record field definition window, right-click the field, andFrom a record field definition window, right-click the field, andselectselect View TranslatesView Translates from the pop-up menu.from the pop-up menu.
3.3. Select the Translate Values tab.Select the Translate Values tab.The Translate Values dialog box displays existing values for theThe Translate Values dialog box displays existing values for the
field and enables you to add, change, or delete values. In thefield and enables you to add, change, or delete values. In theLast UpdatedLast Updated box, you see informationdate, time, and userbox, you see informationdate, time, and userIDabout the last update for the selected translate value.IDabout the last update for the selected translate value.
4.4. ClickClick AddAdd to define a new value.to define a new value.5.5. Enter the field value, effective date, long name, and shortEnter the field value, effective date, long name, and short
name that your users enter on the page.name that your users enter on the page.
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Translate TableTranslate Table
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Translate TableTranslate Table
Changing Translate ValuesChanging Translate Values To change an existing translate value, selectTo change an existing translate value, select
the value and clickthe value and click Change,Change, or double-clickor double-click
the value. The system displays the Changethe value. The system displays the ChangeTranslate Table dialog box in which you canTranslate Table dialog box in which you can
make the necessary changes.make the necessary changes.
Deleting Translate ValuesDeleting Translate Values
To delete the value, select it and click theTo delete the value, select it and click theDeleteDelete button. The row disappears.button. The row disappears.
Deleting should be the last option. If you dontDeleting should be the last option. If you dontwant the value, deactivate it by changing thewant the value, deactivate it by changing the
status to Inactivestatus to Inactive
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Translate TableTranslate Table
Changing translate
value
Deleting translate
value
Saving translate
value
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Translate TableTranslate Table
Saving Translate ValueSaving Translate Value
After you have made all of your changesAfter you have made all of your changes
to the Translate Table, you must saveto the Translate Table, you must savethethe entire field definition.entire field definition.There is no save option specifically forThere is no save option specifically for
translate values. Clicktranslate values. Click OKOKfrom the Fieldfrom the Field
Properties dialog boxProperties dialog box save the field definition by clicking thesave the field definition by clicking the
SaveSave button or selecting File, Save.button or selecting File, Save.
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Eff ti D tEff ti D t
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Effective DateEffective Date
The Effective Date Field has specialThe Effective Date Field has specialproperties related to the processing ofproperties related to the processing of
effective dates on rows and should beeffective dates on rows and should be
used when neededused when needed Effective date is used for maintainingEffective date is used for maintaining
Data History Past, Current & Future.Data History Past, Current & Future.
Only one current data and multipleOnly one current data and multiple
occurrences of future and history.occurrences of future and history.
The information helps to look at whatsThe information helps to look at whats
happened up to now and plan for thehappened up to now and plan for the
future.future.
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Effective DateEffective Date
Three Types of Effective DateThree Types of Effective Date
FutureFuture Data rows that have effectiveData rows that have effectivedates greater than the systemdates greater than the systemdate-usually todays datedate-usually todays date
CurrentCurrent The data row with the mostThe data row with the mostrecent effective date closest torecent effective date closest totodays (system) date .but not atodays (system) date .but not afuture date.future date.
HistoryHistory Data rows that have effectiveData rows that have effectivedates less than the current datadates less than the current datarowrow
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Effective DateEffective Date
Effective Date Impact on different ActionEffective Date Impact on different Action
TypeTypeAction TypeAction Type viewview ChangeChange Insert NewInsert NewRowsRows
Update/DispUpdate/Disp
laylayCurrent,Current,
FutureFutureFuture OnlyFuture Only Effective DateEffective Date
Greater thanGreater thanthe Currentthe CurrentRowRow
Update/DispUpdate/Display Alllay All
History,History,Current,Current,
FutureFuture
Future OnlyFuture Only Effective DateEffective DateGreater thanGreater than
the Currentthe CurrentRowRow
CorrectionCorrection History,History,
Current,Current,FutureFuture
All ExistingAll Existing
RowsRows
Add new RowsAdd new Rows
with nowith noEffective DateEffective Date
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Effective Date - ExampleEffective Date - Example
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Eff ti D t E lEffective Date Example
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Effective Date - ExampleEffective Date - Example
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Effective Date ExampleEffective Date Example
Current mode is Update/Display
We cannot change current or history records
unless in correction mode
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Effective StatusEffective Status
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Effective StatusEffective Status
Used with Effective Date, enables theUsed with Effective Date, enables the
system to select the appropriatesystem to select the appropriate
effective-Dated rowseffective-Dated rows
It takes two translate valuesIt takes two translate values ActiveActive
InactiveInactiveS8
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Effective SequenceEffective Sequence
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Effective SequenceEffective Sequence
The Effective Sequence field servesThe Effective Sequence field serves
different purposes depending ondifferent purposes depending on
whether or not its paired withwhether or not its paired with
Effective Date.Effective Date.When Effective sequence is pairedWhen Effective sequence is paired
with Effective Date, we can assignwith Effective Date, we can assign
a unique sequence number to eacha unique sequence number to eachrow that has the same effectiverow that has the same effective
datedate
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Creating an ApplicationCreating an Application
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Creating an ApplicationCreating an Application
Simple 9 stepsSimple 9 steps1. Create Field Definition1. Create Field Definition
2.2. Create Record Definition.Create Record Definition.
3. Build the Record Definition.3. Build the Record Definition.4. Create page Definition.4. Create page Definition.
5. Create Component Definition.5. Create Component Definition.
6. Include pages into component Definition.6. Include pages into component Definition.
7. Creating Menu Definition.7. Creating Menu Definition.8. Assigning security to the menu.8. Assigning security to the menu.
9. Test the application9. Test the applicationS8
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RecordRecord
DefinitionDefinition
Record DefinitionRecord Definition
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Record DefinitionRecord Definition
Fields that are grouped together as a unitFields that are grouped together as a unitformsforms record definitionsrecord definitions
A record definition represents what theA record definition represents what theunderlying SQL database tables look like andunderlying SQL database tables look like andhow they process data.how they process data.
Planning Record DefinitionPlanning Record Definition
You actually define two layers of information:You actually define two layers of information:1.1. Record levelRecord level - Determine the ultimate- Determine the ultimate
purpose of the record definition and how it willpurpose of the record definition and how it willbe used in the systembe used in the system
2.2. Field level -Field level - plan the details of what types ofplan the details of what types offields to addfields to add
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Record DefinitionRecord Definition
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Record DefinitionRecord Definition
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Record DefinitionRecord Definition
Types of RecordTypes of Record SQL TableSQL Table
SQL ViewSQL View
Dynamic ViewDynamic View Derived/WorkDerived/Work
SubRecordSubRecord
Query ViewQuery View
Temporary TableTemporary TableS8
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Record DefinitionRecord Definition
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Record DefinitionRecord Definition
Viewing Record DefinitionsViewing Record DefinitionsThe Purpose of Record Definition ViewThe Purpose of Record Definition View
is :is :
View basic field definition characteristics.View basic field definition characteristics. View key-related characteristics andView key-related characteristics and
default values.default values.
View editing options.View editing options.
View PeopleCode program types.View PeopleCode program types. Reorder fields.Reorder fields.
Identify PeopleCode that is attached toIdentify PeopleCode that is attached to
fields.fields.
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Record DefinitionsRecord Definitions
Viewing Record DefinitionsViewing Record Definitions The four Views of the Record areThe four Views of the Record are
1.1. Field DisplayField Display
2.2. Use DisplayUse Display
3.3. Edits DisplayEdits Display
4.4. PeopleCode Display.PeopleCode Display.
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Record DefinitionsRecord Definitions
Viewing Record DefinitionsViewing Record DefinitionsField DisplayField Display shows the basic field definition characteristics for fields inshows the basic field definition characteristics for fields in
the record definitionthe record definition
.. Field definition characteristics are globalthey affect allField definition characteristics are globalthey affect allrecord definitions in which the field is used.record definitions in which the field is used.
Use DisplayUse Display Use Display mode shows key-related characteristics andUse Display mode shows key-related characteristics and
default values for fields that determine how fields aredefault values for fields that determine how fields are
used in a recordused in a record The use characteristics might differ for fields that areThe use characteristics might differ for fields that are
used on more than one record definitionused on more than one record definition
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Viewing Record Definitions FieldViewing Record Definitions Field
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DisplayDisplay
Field DisplayField Display
Shows basic field definition characteristics
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Viewing Record Definitions UseViewing Record Definitions Use
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DisplayDisplay
Use DisplayUse Display
Shows key-related characteristics and default values
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Record DefinitionsRecord Definitions
Viewing Record DefinitionsViewing Record Definitions
Edit DisplayEdit Display
shows all editing options (edit as ashows all editing options (edit as a
validation rule) that are availablevalidation rule) that are availablefor fields in a record .for fields in a record .
Edits on a field vary from oneEdits on a field vary from one
record definition to another .record definition to another .
PeopleCode DisplayPeopleCode Display
contains a column for each PeopleCodecontains a column for each PeopleCode
ro ram t e and s ecifies whether aro ram t e and s ecifies whether a
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Edit DisplayEdit DisplayEdit DisplayEdit Display
Shows all editing optionsShows all editing options
That are available for fields in a recordThat are available for fields in a record
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Viewing Record DefinitionsViewing Record Definitions
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PeopleCode DisplayPeopleCode Display
Indicates PeopleCode has beenIndicates PeopleCode has been
written for the Eventwritten for the Event
PeopleCode DisplayPeopleCode Display
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Record DefinitionsRecord Definitions
Saving Record DefinitionsSaving Record Definitions
After adding or changing one element in theAfter adding or changing one element in the
new definition, save the work and name thenew definition, save the work and name therecord.record.
PeopleCode cannot be added to a field untilPeopleCode cannot be added to a field untilyou save the record definition.you save the record definition.
To save a new record definition:To save a new record definition: select File, Save orselect File, Save or File, Save As.File, Save As.
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Saving Record DefinitionSaving Record Definition
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Saving Record DefinitionSaving Record Definition
Save Dialogue BoxSave Dialogue Box
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Record DefinitionsRecord Definitions
Naming Record DefinitionsNaming Record Definitions
The name length can be up to 15 characters,The name length can be up to 15 characters,
with the exception of thewith the exception of the
Temporary TableTemporary Table
typetype, which has a, which has a maximum length of 13maximum length of 13..
The name must begin with a letter and canThe name must begin with a letter and cancontain underscores to make it morecontain underscores to make it more
readable.readable.
Avoid special characters, such asAvoid special characters, such as ## oror $,$,which can cause problems in some databasewhich can cause problems in some database
environmentsenvironments
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Record DefinitionsRecord Definitions
Naming Record DefinitionsNaming Record Definitions Record Naming ConventionsRecord Naming Conventions
_TBL_TBL Identifies an edit or prompt table that containsIdentifies an edit or prompt table that containsdatadata
that is used for validationthat is used for validation
_VW_VW Identifies a record definition that is physicallyIdentifies a record definition that is physicallyimplemented by defining a SQL view.implemented by defining a SQL view.
_DVW_DVW Identifies a dynamic view.Identifies a dynamic view.
_WRK_WRK
Identifies derived work records.Identifies derived work records.
_SBR_SBR Identifies subrecords.Identifies subrecords.
_QVW_QVW Identifies a query view.Identifies a query view.
_WL_WL Identifies the record as a worklist recordIdentifies the record as a worklist recorddefinition.definition.
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Record DefinitionsRecord Definitions
Naming Record DefinitionsNaming Record Definitions Record Naming ConventionsRecord Naming Conventions
R_R_ Identifies work record definitions for SQR reports.Identifies work record definitions for SQR reports.
AUDIT_AUDIT_ Identifies record definitions that store auditIdentifies record definitions that store auditinformation for other record definitions in the database.information for other record definitions in the database.
WEBLIB_WEBLIB_ Identifies record definitions that store internet scripts.Identifies record definitions that store internet scripts.Internet scripts are generally located in Field Formula PeopleCodeInternet scripts are generally located in Field Formula PeopleCodeevents.events.
FUNCLIB_FUNCLIB_ Identifies record definitions that contain writtenIdentifies record definitions that contain written
PeopleCode functions, asPeopleCode functions, asopposed to built-in functions. These self-developedopposed to built-in functions. These self-developed
functions are generallyfunctions are generally
located in FieldFormula events, and the records arelocated in FieldFormula events, and the records areusually derivedusually derived
DERIVED_DERIVED_ Identifies shared record definitions (across anIdentifies shared record definitions (across an
application module orapplication module orrou that have fields for Peo leCode events.
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Creating a New RecordCreating a New Record
1.1. Select File, New.Select File, New.
2.2. SelectSelect Record.Record.
3.3. Click OK.Click OK.
4.4. The object workspace appears so thatThe object workspace appears so that
you can build a list of fields in a recordyou can build a list of fields in a record
definition.definition.S8
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Creating A New RecordCreating A New Record
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Creating A New RecordCreating A New Record
Object WorkSpace where the relatedObject WorkSpace where the related
fields are populated to form a Recordfields are populated to form a Record
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Creating A New RecordCreating A New Record
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Creating A New RecordCreating A New Record
Fields are now inserted into recordFields are now inserted into record
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Record DefinitionRecord Definition
Opening an Existing RecordOpening an Existing Record1.1. Select File, Open.Select File, Open.
2.2. SelectSelect RecordRecord from thefrom the Definition TypeDefinition Type
list.list.3.3. ClickClick Open.Open.
4.4. In the Open Definition dialog box, enter thIn the Open Definition dialog box, enter thfirst letter of the record for which you arefirst letter of the record for which you are
searching.searching.5.5. ClickClick OpenOpen
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Opening an Existing RecordOpening an Existing Record
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Opening an Existing RecordOpe g a s g eco d
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Opening an Existing RecordOpening an Existing Record
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Opening an Existing Recordp g g
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Record DefinitionRecord Definition
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Record Definition
Manipulating Fields in RecordManipulating Fields in RecordDefinitionDefinition
1.1. Add fieldsAdd fields
2.2.
Reorder fieldsReorder fields3.3. Move fieldsMove fields
4.4. Delete fieldsDelete fields
5.5. Rename fieldsRename fields
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Manipulating Fields in RecordManipulating Fields in Record
DefinitionDefinition
1.1. Inserting Fields into RecordsInserting Fields into Records
Inserting can be done in three Ways:Inserting can be done in three Ways:
1.1. Using the project workspace tree.Using the project workspace tree.2.2. Using the Insert menu (Insert, Field).Using the Insert menu (Insert, Field).
3.3. Dragging fields from existing records.Dragging fields from existing records.
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Inserting through Insert MenuInserting through Insert Menu
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Manipulating Fields in RecordManipulating Fields in RecordDefinitionDefinition
1.1. Inserting SubRecord into RecordsInserting SubRecord into Records Select Insert, SubRecord to search, select, and insertSelect Insert, SubRecord to search, select, and insert
subrecords into a record.subrecords into a record. A subrecord enables you to add a group of fields that areA subrecord enables you to add a group of fields that are
commonly used in multiple record definitions.commonly used in multiple record definitions.
A subrecord must be defined before it can be inserted intoA subrecord must be defined before it can be inserted into
a record definitiona record definition..S8
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Inserting SubRecord intoInserting SubRecord intoRecordsRecords
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RecordsRecords
Inserting through Insert MenuInserting through Insert Menu
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Record DefinitionRecord Definition
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Manipulating Fields in RecordManipulating Fields in RecordDefinitionDefinition
2. Reordering Fields2. Reordering Fields
You can reorder the display of fields in the recordYou can reorder the display of fields in the recorddefinition by double-clicking the attribute name.definition by double-clicking the attribute name.
To actually reorder the fields in the records, you mustTo actually reorder the fields in the records, you mustcut and paste or select the field and move it.cut and paste or select the field and move it.S8
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Record DefinitionRecord Definition
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Manipulating Fields in RecordManipulating Fields in RecordDefinitionDefinition
3.Moving Fields3.Moving Fields Moving Fields in the Same RecordMoving Fields in the Same Record
Moving Fields Another Record DefinitionMoving Fields Another Record Definition
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Moving Fields Another RecordMoving Fields Another RecordDefinitionDefinition
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DefinitionDefinition
Selecting a Field to MoveSelecting a Field to Move
Moving into this RecordMoving into this RecordS8
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Moving Fields Another RecordMoving Fields Another RecordDefinitionDefinition
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DefinitionDefinition
PeopleSoft System will ask
for confirmation to
move from one record
to another record
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Moving Fields Another RecordMoving Fields Another RecordDefinitionDefinition
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DefinitionDefinition
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Moving Fields Another RecordMoving Fields Another RecordDefinitionDefinition
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DefinitionDefinition
Pasting into Another RecordPasting into Another Record
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Moving Fields Another RecordMoving Fields Another RecordDefinitionDefinition
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DefinitionDefinition
Moved the Field to Another RecordMoved the Field to Another Record
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Manipulating Fields in RecordManipulating Fields in RecordDefinitionDefinition
4. Deleting Fields4. Deleting Fields Select the field that you want to remove and press theSelect the field that you want to remove and press the
DEL (delete) key. .DEL (delete) key. . When the system prompts you to confirm the deletion,When the system prompts you to confirm the deletion,
clickclickYes.Yes.
if you delete a field from a record definition, you mustif you delete a field from a record definition, you mustalso delete it from any pages on which it appearsalso delete it from any pages on which it appears
Modify or remove PeopleCode when you find referencesModify or remove PeopleCode when you find referencesto the deleted field.to the deleted field.
5.5. Renaming FieldsRenaming Fields
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Deleting a Field from RecordDeleting a Field from RecordDefinitionDefinition
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DefinitionDefinition
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Deleting a Field from RecordDeleting a Field from RecordDefinitionDefinition
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DefinitionDefinition
Asking for Confirmation
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Deleting a Field from RecordDeleting a Field from RecordDefinitionDefinition
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DefinitionDefinition
Once you Click yes, the Field will be deleted.Once you Click yes, the Field will be deleted.
After that save the recordAfter that save the record
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Record DefinitionRecord Definition
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Renaming Record DefinitionRenaming Record Definition1.1. To rename a record definition:To rename a record definition:
2.2. Select File, Rename.Select File, Rename.
3.3. The Rename Definition dialog box appearThe Rename Definition dialog box appear4.4. SelectSelect RecordRecord fromfrom Definition Type.Definition Type.
5.5. ClickClick Rename.Rename.
6.6. Select the record and clickSelect the record and click Rename.Rename.
7.7. A rectangular box appears around theA rectangular box appears around thename.name.
8.8. Enter the new name and press ENTER.Enter the new name and press ENTER.
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Allowing you toAllowing you to
Rename the RecordRename the RecordS8
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Close the records before renamingClose the records before renamingS8
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Click Yes to Confirm RenameClick Yes to Confirm Rename
Record has been renamedRecord has been renamed
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Record DefinitionRecord Definition
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Deleting Record DefinitionDeleting Record Definition1.1. Select File, Delete.Select File, Delete.
2.2. Select the record definition to delete.Select the record definition to delete.
3.3. ClickClick Delete.Delete.4.4. Warning!Warning! When you delete a recordWhen you delete a record
definition, the system automaticallydefinition, the system automaticallydeletes any PeopleCode that is associateddeletes any PeopleCode that is associated
with the recordwith the record..
5.5. ClickClickYesYes if you really want to delete theif you really want to delete therecord definition.record definition.
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Deleting Record DefinitionDeleting Record Definition
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Deleting Record DefinitionDeleting Record Definition
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Select a Record and Press Delete.Select a Record and Press Delete.
It will ask for confirmation. Click YesIt will ask for confirmation. Click Yes
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close the record
prior performing the
deletion operation
Confirm Deletion by clicking yesS8
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Record DefinitionRecord Definition
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Printing Record DefinitionPrinting Record Definition Select File, Page Setup toSelect File, Page Setup to
change any of the printchange any of the printrecord defaults.record defaults.The system retains yourThe system retains your
changes until you resetchanges until you resetthem again. The Pagethem again. The PageSetup dialog box appears.Setup dialog box appears.
Select the options forSelect the options for
print.print. DefinitionDefinition PeopleCodePeopleCode GraphicsGraphics MarginsMargins HeaderHeader FooterFooter BorderBorder Border SpaceBorder Space
Click OK when you areClick OK when you aredone to close the Printdone to close the PrintSetup dialog box andSetup dialog box andsave your settings.save your settings.
Select File, Print.Select File, Print.
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Record DefinitionRecord Definition
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PropertiesProperties1.1. Record PropertiesRecord Properties
2.2. Record Field PropertiesRecord Field Properties
1.1. Record PropertiesRecord PropertiesRecord Properties has two tabsRecord Properties has two tabs
1.1. General TabGeneral Tab2.2. Use TabUse TabS8
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Record PropertiesRecord Properties
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Record PropertiesRecord Properties
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Record Properties GeneralRecord Properties GeneralTabTab
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TabTab
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Record Properties Use TabRecord Properties Use Tab
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2. Record Field Properties2. Record Field Properties
They are specific to a single recordThey are specific to a single record
definition and are stored with thedefinition and are stored with therecordrecord
To edit record field properties from aTo edit record field properties from a
record definition, select Edit, Recordrecord definition, select Edit, Record
Field Properties from the PeopleSoftField Properties from the PeopleSoftApplication Designer menu.Application Designer menu.
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2. Record Field Properties2. Record Field Properties
Record Field Properties has Two TabsRecord Field Properties has Two Tabs
Use TabUse Tab Edit TabEdit Tab
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Record Field Properties Use TabRecord Field Properties Use Tab
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Record Field Properties Edit TabRecord Field Properties Edit Tab
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Prompt Table
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Prompt TablePrompt Table
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Prompt Table are used to provide usersPrompt Table are used to provide userswith look up that shows the valid valueswith look up that shows the valid valuesfor the Fieldfor the Field
Three types of Prompt TableThree types of Prompt Table Drop-Down List BoxDrop-Down List Box
Calendar Drop-DownCalendar Drop-Down
Prompt ButtonPrompt Button
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Prompt Table RequiredPrompt Table RequiredPropertiesProperties
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Now the values from the specified table
will become the Valid values for the
field in this table
Creating an ApplicationCreating an Application
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Simple 9 stepsSimple 9 steps1. Create Field Definition1. Create Field Definition
2. Create Record Definition.2. Create Record Definition.
3.3. Build the Record Definition.Build the Record Definition.4. Create page Definition.4. Create page Definition.5. Create Component Definition.5. Create Component Definition.
6. Include pages into component Definition.6. Include pages into component Definition.
7. Creating Menu Definition.7. Creating Menu Definition.8. Assigning security to the menu.8. Assigning security to the menu.
9. Test the application9. Test the applicationS8
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Build ProcessBuild Process
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The Build process uses Data DefinitionThe Build process uses Data DefinitionLanguage (DDL) to construct a physicalLanguage (DDL) to construct a physicaldatabase component that is based ondatabase component that is based on
the associated record and fieldthe associated record and field
definitions that you created. With thedefinitions that you created. With theBuild feature, you can create theBuild feature, you can create thefollowing:following:
TablesTables IndexesIndexes
ViewsViews
TriggersTriggers
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Record Build ProcessRecord Build Process
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Build MenuBuild Menu Once the Record Definition has beenOnce the Record Definition has been
created ,it is Build using the Build Menu.created ,it is Build using the Build Menu.
When you choose to build a item from theWhen you choose to build a item from theBuild menu, the tasks for creating orBuild menu, the tasks for creating or
running SQL scripts that define therunning SQL scripts that define theunderlying database components areunderlying database components are
included in the Build dialog box.included in the Build dialog box.S8
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Record Build ProcessRecord Build Process
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Build Menu Build Dialogue BoxBuild Menu Build Dialogue Box
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Record Build ProcessRecord Build Process
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Build MenuBuild MenuThe settings for the BuildThe settings for the Build
process, also called Buildprocess, also called BuildSettings, enable you toSettings, enable you toconfigure various aspectsconfigure various aspectsof the process. Dependingof the process. Depending
on which build option youon which build option youare running, your settingsare running, your settings
will varywill vary
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Record Build ProcessRecord Build Process
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Build Menu Build Menu
SettingsSettings
Specifying CreateSpecifying Create
OptionsOptionsTable CreationTable Creation
OptionsOptions
View CreationView CreationOptionsOptions
Index CreationIndex Creation
OptionsOptions
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Record Build ProcessRecord Build Process
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Build Menu Build Menu
SettingsSettings
Specifying Alter OptionsSpecifying Alter Options
Drop ColumnDrop Column
OptionsOptions Change ColumnChange Column
Length OptionsLength Options
Alter AnyAlter Any
Alter TableAlter TableOptionsOptions
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Record Build ProcessRecord Build Process
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Build Menu SettingsBuild Menu Settings
Specifying Logging OptionsSpecifying Logging Options
Logging LevelLogging Level
Logging OutputLogging Output
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Record Build ProcessRecord Build Process
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Build Menu Build Menu SettingsSettings
Specifying Scripts OptionsSpecifying Scripts Options
Script FileScript File
Script FileScript FileOptionsOptions
File OverwriteFile Overwrite
OptionsOptions
Script File NameScript File Name
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Record Build ProcessRecord Build Process
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Selecting the BuildSelecting the BuildScopeScopeThe Build featureThe Build feature
includes threeincludes threedifferent scopes thatdifferent scopes that
determine the sizedetermine the sizeof your build project.of your build project. Current DefinitionCurrent Definition Project