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Oracle Applications 11.5.10 Development Tools Getting started with XML Publisher and Forms Customizations
Dave Stuessi, Fujitsu Consulting
June 19, 2007
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Agenda
n XML Publisher n Description n Benefits & Limitations n Demonstration
n Forms Personalization's n Description n Benefits & Limitations n Demonstration
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XML Publisher
n Overview Oracle XML Publisher allows users to
create a Microsoft Word template for a customized layout of an existing Oracle Report (seeded in Oracle E-Business Suite). The seeded report can be modified to output XML rather than the Oracle Report, which the Word Template can use to populate as data.
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XML Publisher
n Benefits n Users can modify custom report layout in
Microsoft Word n Based on seeded Oracle Reports definition and
output n Easily change formatting, text, font, add
images, etc n Developer is freed up for further development
rather than report formatting
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XML Publisher
n Limitations n Tightly tied to Oracle Reports
n Adding field to Report Definition required
n Grouping/Summing dependent on Report definition and output (or html coding)
n Import definition w/Reports 9i only (not in 11.5.10)
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XML Publisher
n Demonstration n Create XML File from report n Create Data Defintion n Download & install word tool bar n Create template in word using XML as data
source n Upload template n Preview report in word (as .pdf) n Execute in Apps (two-step) n Next steps
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XML Publisher Demonstration
n Generate XML from Oracle Reports: n Copy Concurrent Request, changing output to XML
Change in copy of concurrent request
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XML Publisher Demonstration
n Execute new concurrent request, view Output: n Save output locally as pick_slip.xml
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XML Publisher Demonstration
n Create Data Definition n Responsibility: XML Publisher Administrator n Navigation: Data Definition > Create
XML output here! (pick_slip.xml)
Short Name (MUST Match concurrent Request short Name!)
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XML Publisher Demonstration
n Per Note:422508.1 (May 22, 2007) n Install Patch 5887917 Oracle XML Publisher Desktop 5.6.3 n Result is this tool bar:
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XML Publisher Demonstration
n Load XML Data into Word n Click Data > Load XML n Click Insert Fields and Table via this field selection window:
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XML Publisher Demonstration
n Template looks like Mail Merge:
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XML Publisher Demonstration
n Once tables and fields are selected, save as .rtf to become the Template n Preview the report in Word prior to Apps:
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XML Publisher Demonstration n Upload the Template similar to Data Definition n Responsibility: XML Publisher Administrator n Navigation: Templates > Create Template n Preview output from Apps
Pick_slip.rtf
Data Definition previously defined and uploaded
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XML Publisher Demonstration
n Execution processes n 1 Step vs. 2 Step (1 step requires patch 3435480) n Execute concurrent report concurrent request (Step 1) n Add XML Report Publisher to Request Group
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XML Publisher Demonstration
n Execute XML Report Publisher concurrent request (Step 2) n choose the request_id from step 1. n View Output opens the report in .pdf format.
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XML Publisher Demonstration
n View pdf output (logo added):
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XML Publisher
n Next Steps n Questions
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Forms Personalization
n Overview n Provide a configurable tool to customization the
Oracle Forms Application n Response to custom.pll
n Try personalization before resorting to Custom.pll n Check Note ID: 279034.1 for further information
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Forms Personalization
n Benefits over custom.pll n Configuration vs. coding n Multiple users in Personalization vs.
single developer with custom.pll n Compiles immediately (no downtime)
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Forms Personalization
n Limitations compared to custom.pll (from metalink note):
n You cannot create new items n You cannot move items between canvases n You cannot display an item which is not on a
canvas (thus, individual flexfield segments cannot be displayed)
n You cannot set certain properties such as the Datatype of an Item.
n You cannot change frames, graphics, or boilerplate
n You cannot hide the item that currently has focus
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Forms Personalizations
n Form Personalizations respond to these events: n WHEN-NEW-FORM-INSTANCE n WHEN-NEW-BLOCK-INSTANCE n WHEN-NEW-RECORD-INSTANCE n WHEN-NEW-ITEM-INSTANCE. n WHEN-VALIDATE-RECORD
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Forms Personalization Demonstration
n To Open Form Personalizations n Help > Diagnostics > Custom Code > Personalize (or Off!)
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Forms Personalization Demonstration
n Condition: Set First_Name to required n Option to choose just a person (myself for testing) n Can easily enable or disable each personalization
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Forms Personalization Demonstration
n Action: Set First_Name to required
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Forms Personalization Demonstration
n First Name now required:
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Forms Personalization Demonstration
n Condition: Field is populated n Validation test for last_name (testing validations)
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Forms Personalization Demonstration
n Action 1: Add custom Form title
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Forms Personalization Demonstration
n Action 2: Add message Box n One condition can have multiple Actions
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Forms Personalization Demonstration
n Custom Form Title and Message Box
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Forms Personalization Demonstration
n Easily configure many aspects of Form Applications without the complexities of custom.pll