PeopleSoft Application Designer Practice

Yes-V Software Solutions (P) Ltd., 1

PeopleSoft PeopleSoft PracticePractice

Application Application DesignerDesigner

2Yes-V Software Solutions (P) Ltd.,

AgendaAgenda

PeopleSoft Application PeopleSoft Application DesignerDesigner

Steps involved in creating a Steps involved in creating a ComponentComponent


Application Application DesignerDesigner

PeopleSoft Application PeopleSoft Application designer(8.43) is a tool for designer(8.43) is a tool for developing web enabled developing web enabled PeopleSoft applications PeopleSoft applications


Creating an ApplicationCreating an Application

Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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 applicationS8

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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 – FieldREC – RecordCOM – Component



Simple 9 steps Simple 9 steps 1. 1. Create Field DefinitionCreate 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 applicationS8

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Field Field DefinitionDefinition


Field Definition Field 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 are Fields that are grouped together as a unit are called record definitions called record definitions

Additional Characteristics are defined to the Additional Characteristics are defined to the Record 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 are Record field properties are notnot shared with shared with other records in which the field is used. other records in which the field is used. Where as Field Properties are sharedWhere as Field Properties are shared

with other records in which the field is used with other records in which the field is used

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Field DefinitionField Definition

Attributes of a Field Attributes of a Field definition definition Field typeField type Field lengthField length Field LabelsField Labels

Label IdLabel Id Long nameLong name Short nameShort name DefDef

Field formatField format Format typeFormat type FamilyFamily Display nameDisplay name

Not UsedNot Used Chart field Chart field

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Field typeField typeCharacter (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 system Date (Date)-field length of 10 and is maintained by the system

Time (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.999999 DateTime (DtTm)- 26 positions, format of YYYY-MM-DD-HH-MI-SS.999999

Image (Img)- store application data that takes the form of images Image (Img)- store application data that takes the form of images

ImageReference (Iref)- to store static images that can be changed at runtime with ImageReference (Iref)- to store static images that can be changed at runtime with PeopleCode PeopleCode

Attachment (Att) - Maps to a BLOB database type to hold the contents of a file Attachment (Att) - Maps to a BLOB database type to hold the contents of a file attachment attachment

Field lengthField length Specifies the length of the fieldSpecifies the length of the field

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Field LabelsField Labels

Attributes:Attributes:Label IdLabel Id

unique identifier for the field .unique identifier for the field . less than 18 characters, without spaces, and less than 18 characters, without spaces, and

UPPERCASEUPPERCASELong 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 characters Up to 15 characters

DefDef Def stands for default fieldDef stands for default field

The line which is checked (tick mark) is taken as the The line which is checked (tick mark) is taken as the default label id.default label id.

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Not UsedNot Used Read only Check box. Read only Check box.

Values can be changed Values can be changed through through PeopleCode.PeopleCode.

This causes the field This causes the field Skipped as part of the Skipped as part of the

unique index.unique index. Exposed to Exposed to

PeopleCode for read PeopleCode for read and write operations.and write operations.

ChartFieldChartField Read only Check box.Read only Check box. Values can be changed Values can be changed

through through PeopleCodePeopleCode Used for character Used for character

fields and used by fields and used by financialfinancial

applications to specify a applications to specify a usage patternusage pattern

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“Read Only” Check Box



Field formatField formatField format specifications Field format specifications

affect internal values that affect internal values that are 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

FamilyFamily Formats are organized Formats are organized

into format families, into format families, which can include one or which can include one or more unique formats.more unique formats.

Display nameDisplay name The Display Name given The Display Name given

to the Format Familyto the Format Family


Field Format-Changing Format Field Format-Changing Format FamiliesFamilies

1. Select Tools, Miscellaneous Definitions, Field Formats.2. To define a new format family, click the New button.

The New Family dialog box appears.3. Enter a name for your new format family and click OK.

The Formats dialog box appears.4. In the Stored group box, enter a name and format.

This defines how the format family is to be stored in the database and printed in reports.

5. Enter the format notation that you want to use for storing the data in the Format field.

6. In the Display group box, enter a name for the format.This defines how the format family will appear online.

7. Enter the format notation that you want to use for displayingthe data in the Format field.

8. Click the Add button to add the new format family, and click OK when you are finished.

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Field FormatField Format

Select Tools, Miscellaneous Definitions, Field FormatsSelect Tools, Miscellaneous Definitions, Field Formats

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Click New ButtonClick New ButtonNew Dialogue BoxNew Dialogue Box

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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 – Editing Field Formats – Editing FormatsFormats

The Edit Formats dialog box presents a tree The Edit Formats dialog box presents a tree control where you define the stored and control where you define the stored and display formats for a family and all options and display formats for a family and all options and attributes. This dialog box enables you to:attributes. This dialog box enables you to:

Add, update, and delete stored and display Add, update, and delete stored and display formats.formats.

Enter a description for the family.Enter a description for the family. Specify options, such as uppercase and smart Specify 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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Field Formats – Editing Field 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 a Add 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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Adding a New Stored Format Adding a New Stored Format 1.1. Open the format family to which you want to add a format.Open the format family to which you want to add a format.2.2. Select the format family name.Select the format family name.3.3. Enter the stored and display names and format notation.Enter the stored and display names and format notation.4.4. Click Click Add.Add. 5.5. The new format appears in the tree below the existing The new format appears in the tree below the existing

formats.formats.

Adding a New Display Format to a Stored FormatAdding a New Display Format to a Stored Format1.1. In the tree, select the stored format name to which you want In the tree, select the stored format name to which you want

to add a display format.to add a display format.2.2. In the In the DisplayDisplay group box, enter a new name and format group box, enter a new name and format

notation.notation.3.3. Click the Click the AddAdd button to add the display format. button to add the display format.4.4. The new display format appears in the tree, attached to the The new display format appears in the tree, attached to the

stored format to which it belongs.stored format to which it belongs.

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Field Format - EditingField Format - Editing

To add New FormatTo add New FormatTo 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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Updating a Display Format Updating 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 the enabled Select a display format and enter the enabled

fields. fields. 4.4. Click Click UpdateUpdate to update the display. to update the display.

Deleting Stored FormatsDeleting Stored Formats1.1. To delete a stored format: To delete a stored format: 2.2. Select the display format.Select the display format.3.3. Click the Click the DeleteDelete button. button. 4.4. PeopleSoft Application Designer displays a PeopleSoft Application Designer displays a

warning message indicating that deleting a warning message indicating that deleting a display format might strand stored data. Select display format might strand stored data. Select YesYes 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 FormatS8

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Testing FormatsTesting FormatsTo test a format family:To test a format family:

1.1. Use the two drop-down list boxes to select a Use the two drop-down list boxes to select a stored and display format pair to test. stored and display format pair to test.

2.2. Click either DB->Display and Display->DB to Click either DB->Display and Display->DB to process 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


Field PropertiesField Properties

The Field Properties Dialogue Box The Field Properties Dialogue Box havehave

General TabGeneral Tab Field DefinitionField Definition is to enter is to enter

comments regarding the field comments regarding the field DefinitionDefinition

Owner IDOwner ID drop-down list box drop-down list box enables you to select a valid owner, enables you to select a valid owner, as in applicationas in application

project or role project or role

Last UpdatedLast Updated group box group box contains information—date, time, contains information—date, time, and user ID—about theand user ID—about the

last time the field definition was last time the field definition was modifiedmodified

International Format Setting Tab International Format Setting Tab are not in use for PeopleTools 8.4. are not in use for PeopleTools 8.4.

Translate Values tabs Translate Values tabs This is available only for This 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


Creating New Field DefinitionsCreating New Field Definitions

To create a new field definition:To create a new field definition:

1.1. Click the Click the NewNew button on the PeopleSoft button on the PeopleSoft Application Designer toolbar.Application Designer toolbar.

2.2. The New dialog box appears.The New dialog box appears.

3.3. Select Select Field. Field.

4.4. Click OK. Click OK.

5.5. Select one of the following field types from Select 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 for Then 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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New icon in New icon in ApplicationApplicationDesignerDesignerTool barTool bar

OROR

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Field has been DefinedField has been Defined

Save Dialogue BoxSave Dialogue Box

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Opening an Existing Field Opening an Existing Field DefinitionDefinition

Select File, Open from the menuSelect File, Open from the menu

From this dialog box, you From this dialog box, you can view all available fields can view all available fields in the database. You can in the database. You can open all fields of a certain open all fields of a certain type or from a specific type or from a specific project, or you can open a project, or you can open a specific field or set of fields. specific field or set of fields.

Clone an existing definitionClone an existing definition

To create a field definition To create a field definition with attributes similar to an with attributes similar to an existing one:existing one:

Open an existing field Open an existing field definition.definition.

Select File, Save As.Select File, Save As. Enter a new name.Enter a new name.

Select a FieldSelect a FieldAnd Click OpenAnd Click Open

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Viewing Field PropertiesViewing Field Properties

There are several ways to There are several ways to view field properties. view field properties.

While in the field definition While in the field definition workspace, click the workspace, click the Properties button.Properties button.

Select Field, Definition Select Field, Definition Properties. Properties.

While in a record definition:While in a record definition: Select the field.Select the field. Right-click the field Right-click the field

name.name. Select Select View Field View Field

PropertiesProperties from the from the pop-up menu.pop-up menu.

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Changing Field DefinitionChanging Field Definition

Changing a field Definition has the Changing a field Definition has the following effectsfollowing effects We might need to change the Field We might need to change the Field

Properties and attributesProperties and attributes The change affects every The change affects every occurrence of the field in every occurrence of the field in every record definitionrecord definition

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Changing Field TypeChanging Field Type

Change a field type by opening a field and selecting Change a field type by opening a field and selecting another field type from the drop-down list box another field type from the drop-down list box

Renaming Field DefinitionRenaming Field Definition

There are two ways to rename a field definition:There are two ways to rename a field definition:Using the Rename Definition dialog Using the Rename Definition dialog box.box.

Using the Open Definition dialog box.Using the Open Definition dialog box.

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Changing Field DefinitionChanging Field DefinitionRenaming Field DefinitionRenaming Field DefinitionUsing the Rename Definition Dialog BoxUsing the Rename Definition Dialog Box

To 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 dialog Select File, Rename to open the Rename Definition dialog

box.box.2.2. Select Select 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 aren’t sure of the name or the correct spelling, use If you aren’t sure of the name or the correct spelling, use

the search criteria fields to locate the field to rename. The the search criteria fields to locate the field to rename. The list displays field names that match your search criteria.list displays field names that match your search criteria.

5.5. To rename a field in the list, select the field and click To rename a field in the list, select the field and click Rename,Rename, or double-click the field. or double-click the field.

6.6. The field name becomes available for entry, and you can The 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 or When you finish typing the new name, press ENTER or click the click the RenameRename button. button.

8.8. The Rename Field dialog box appears. Select the records The Rename Field dialog box appears. Select the records in which you want the field to be renamed. The in which you want the field to be renamed. The De-select De-select AllAll button toggles to button toggles to Select All. Select All.


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Rename FieldRename Field

Select a FieldSelect a Field

Click RenameClick Rename

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Now you can Now you can rename the fieldrename the field

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Click OKClick OK

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Rename FieldRename Field-Effects in Record -Effects in Record DefinitionDefinition

Before Renaming the FieldBefore Renaming the FieldAfter Renaming the FieldAfter Renaming the Field

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Renaming Field DefinitionRenaming Field DefinitionUsing the Open Definition Dialog Box Using the Open Definition Dialog Box

To rename a field definition from the Open Definition dialog To rename a field definition from the Open Definition dialog box:box:

1.1. To display the Open Definition dialog box, select File, Open. To display the Open Definition dialog box, select File, Open. 2.2. This dialog box enables you to set up search criteria for This 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 the If you have additional information, use the Name Name field. You can field. You can

further narrow your search criteria by selecting a field type or further narrow your search criteria by selecting a field type or the name of the project that contains the field to delete. the name of the project that contains the field to delete.

5.5. Click the Click the OpenOpen button or press ENTER when you have button or press ENTER when you have completed your search criteria.completed your search criteria.

6.6. You can rename a field in the Open Definition dialog box by You can rename a field in the Open Definition dialog box by selecting the field, right-clicking the field name, and selecting selecting the field, right-clicking the field name, and selecting Rename. Rename.

7.7. You can also select the field name and click it a second time. You can also select the field name and click it a second time. The field name becomes available for entry and you can enter a The field name becomes available for entry and you can enter a new name. new name.

8.8. When you finish typing the new name, press ENTER or click When you finish typing the new name, press ENTER or click the the RenameRename button. button.

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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 a field The important thing to be noted is that you cannot delete a field that is currently used in any recordthat 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 Definition dialog To delete field definitions from the Delete Definition dialog

box:box:2.2. Select File, Delete to open the Delete Definition dialog box. Select File, Delete to open the Delete Definition dialog box. 3.3. In the Delete Definition dialog box, set up search criteria for In the Delete Definition dialog box, set up search criteria for

locating field names. locating field names. 4.4. Select Select FieldField as the definition type. as the definition type. 5.5. If you have additional information, use the If you have additional information, use the Name Name field. field. 6.6. Select a field type or the name of the project that contains the Select a field type or the name of the project that contains the

field that you want to delete.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 and clicking delete the field definition by selecting the field and clicking the the DeleteDelete button or double-clicking the field name button or double-clicking the field name. .

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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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Using the Open Definition Dialog BoxUsing the Open Definition Dialog Box1.1. To delete field definitions from the Open Definition dialog To delete field definitions from the Open Definition dialog

box:box:2.2. Select File, Open to display the Open Definition dialog box. Select File, Open to display the Open Definition dialog box. 3.3. This dialog box enables you to set up search criteria for This dialog box enables you to set up search criteria for

locating field names. locating field names. 4.4. Select Select FieldField as the definition type. as the definition type. 5.5. Enter the Enter the NameName field if you have additional information. field if you have additional information. 6.6. You can further narrow your search criteria by selecting a You can further narrow your search criteria by selecting a

field type or the name of the project that contains the field field type or the name of the project that contains the field that you want to delete. that you want to delete.

7.7. When you have completed your search criteria, click When you have completed your search criteria, click OpenOpen or or press ENTER.press ENTER.

8.8. Right-click the field that you want to delete from the list of Right-click the field that you want to delete from the list of field names displayed. field names displayed.

9.9. Select Select DeleteDelete from the pop-up menu. from the pop-up menu.

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Printing Field DefinitionPrinting Field Definition

Two Ways to print Field Two Ways to print Field DefinitionDefinition

1.1. To print a field definition, To print a field definition, select File, Print from the select File, Print from the

field definition window (or field definition window (or click the Print button in click the Print button in the toolbar) to open the the toolbar) to open the Print dialog box, Print dialog box,

specify printing options. specify printing options. 2.2. Open Definition dialog box. Open Definition dialog box.

On the list resulting from On the list resulting from your search, right-click your search, right-click the name of the field the name of the field definition that you want to definition that you want to print, print,

select select PrintPrint from the pop- from the pop-up menu to view your up menu to view your printing options.printing options.

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Translate TableTranslate Table

It is a Prompt Table to store values for fields It is a Prompt Table to store values for fields that don’t need individual prompt tables of that don’t need individual prompt tables of their own their own

Criteria for Prompt TableCriteria for Prompt Table Field type is Field type is Character.Character. Field length is 1 to 4 characters.Field length is 1 to 4 characters. Field values consist of a relatively small, Field values consist of a relatively small,

static set of values that are not static set of values that are not maintained 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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Field length is 1 to 4 charactersField length is 1 to 4 characters..

Translate Value Tab appearsTranslate Value Tab appears

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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-maintained)VERSION Internal version number (system-maintained) EFF_STATUS Status—active or inactiveEFF_STATUS Status—active or inactive XLATLONGNAME 30-character description; used as a label on XLATLONGNAME 30-character description; used as a label on

pages and pages and reportsreports XLATSHORTNAME 10-character description; used as a label on XLATSHORTNAME 10-character description; used as a label on

pages and pages and reportsreports LASTUPDDTTM DateTime field showing the last time that a LASTUPDDTTM DateTime field showing the last time that a

field was field was updatedupdated LASTUPDOPRID User ID of the user who most recently updated LASTUPDOPRID User ID of the user who most recently updated

thethe fieldfield

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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, Definition From a field definition window, select File, Definition Properties. Properties. You can also right-click and select You can also right-click and select Field Properties,Field Properties, or or

press ALT- press ALT- ENTER.ENTER.

2.2. From a record field definition window, right-click the field, From a record field definition window, right-click the field, and select and select View Translates View 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 the The Translate Values dialog box displays existing values for the

field and enables you to add, change, or delete values. In the field and enables you to add, change, or delete values. In the Last UpdatedLast Updated box, you see information—date, time, and user box, you see information—date, time, and user ID—about the last update for the selected translate value.ID—about the last update for the selected translate value.

4.4. Click Click AddAdd to define a new value. to define a new value.5.5. Enter the field value, effective date, long name, and short Enter 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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Changing Translate ValuesChanging Translate Values To change an existing translate value, select the To change an existing translate value, select the

value and click value and click Change,Change, or double-click the value. or double-click the value. The system displays the Change Translate Table The system displays the Change Translate Table dialog box in which you can make the necessary dialog box in which you can make the necessary changes. changes.

Deleting Translate ValuesDeleting Translate Values To delete the value, select it and click the To delete the value, select it and click the Delete Delete

button. The row disappears.button. The row disappears. Deleting should be the last option. If you don’t want Deleting should be the last option. If you don’t want

the value, deactivate it by changing the status to the value, deactivate it by changing the status to InactiveInactive

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Changing translate value

Deleting translate value

Saving translate value

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Saving Translate ValueSaving Translate Value

After you have made all of your changes After you have made all of your changes to the Translate Table, you must save to the Translate Table, you must save the the entire field definition. entire field definition.

There is no save option specifically for There is no save option specifically for translate values. Click translate values. Click OKOK from the from the Field Properties dialog box Field Properties dialog box

save the field definition by clicking the save the field definition by clicking the SaveSave button or selecting File, Save. button or selecting File, Save.

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Effective DateEffective Date

The Effective Date Field has special The Effective Date Field has special properties related to the processing of properties related to the processing of effective dates on rows and should be used effective dates on rows and should be used when neededwhen needed

Effective date is used for maintaining Data Effective date is used for maintaining Data History – Past, Current & Future.History – Past, Current & Future.

Only one current data and multiple Only one current data and multiple occurrences of future and history.occurrences of future and history.

The information helps to look at what’s The information helps to look at what’s happened up to now and plan for the happened up to now and plan for the future.future.

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Three Types of Effective DateThree Types of Effective Date

FutureFuture Data rows that have effective Data rows that have effective dates greater than the system dates greater than the system date-usually today’s datedate-usually today’s date

CurrentCurrent The data row with the most The data row with the most recent effective date closest to recent effective date closest to today’s (system) date .but not a today’s (system) date .but not a future date.future date.

HistoryHistory Data rows that have effective Data rows that have effective dates less than the current data dates less than the current data rowrow

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Effective Date Impact on different Effective Date Impact on different Action Type Action Type Action TypeAction Type viewview ChangeChange Insert New Insert New

RowsRows

Update/Update/DisplayDisplay

Current, Current, FutureFuture

Future OnlyFuture Only Effective Date Effective Date Greater than Greater than the Current the Current RowRow

Update/Update/Display AllDisplay All

History, History, Current, Current, FutureFuture

Future OnlyFuture Only Effective Date Effective Date Greater than Greater than the Current the Current RowRow

CorrectionCorrection History, History, Current, Current, FutureFuture

All Existing All Existing RowsRows

Add new Rows Add new Rows with no with no Effective Date Effective Date RestrictionsRestrictions

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Effective Date - ExampleEffective Date - Example

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Update Display Mode change Future Only

Update All Mode Change Future Only

Correction Mode all Existing RowsS8

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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

Used with Effective Date, enables Used with Effective Date, enables the system to select the appropriate the system 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

The Effective Sequence field The Effective Sequence field serves different purposes serves different purposes depending on whether or not it’s depending on whether or not it’s paired with Effective Date.paired with Effective Date.

When Effective sequence is paired When Effective sequence is paired with Effective Date, we can assign with Effective Date, we can assign a unique sequence number to each a unique sequence number to each row that has the same effective row that has the same effective date date

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Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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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Record Record DefinitionDefinition


Record DefinitionRecord Definition

Fields that are grouped together as a unit forms Fields that are grouped together as a unit forms record definitionsrecord definitions

A record definition represents what the underlying A record definition represents what the underlying SQL database tables look like and how they process SQL database tables look like and how they process data. 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 purpose of - Determine the ultimate purpose of

the record definition and how it will be used in the the record definition and how it will be used in the system system

2.2. Field level - Field level - plan the details of what types of fields plan the details of what types of fields to addto add

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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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Viewing Record DefinitionsViewing Record Definitions The Purpose of Record Definition View is :The Purpose of Record Definition View is :

View basic field definition characteristics.View basic field definition characteristics. View key-related characteristics and default View key-related characteristics and default

values.values. View editing options.View editing options. View PeopleCode program types.View PeopleCode program types. Reorder fields.Reorder fields. Identify PeopleCode that is attached to fields.Identify PeopleCode that is attached to fields. Size and sort columnsSize and sort columns

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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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Viewing Record DefinitionsViewing Record DefinitionsField DisplayField Display shows the basic field definition characteristics for fields shows the basic field definition characteristics for fields

in the record definitionin the record definition. . Field definition characteristics are global—they affect all Field definition characteristics are global—they affect all

record 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 and Use Display mode shows key-related characteristics and

default values for fields that determine how fields are default values for fields that determine how fields are used in a recordused in a record

The use characteristics might differ for fields that are The use characteristics might differ for fields that are used on more than one record definition used on more than one record definition

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Viewing Record Definitions – Field Viewing Record Definitions – Field DisplayDisplay

Field DisplayField Display

Shows basic field definition characteristics

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Viewing Record Definitions – Use Viewing Record Definitions – Use DisplayDisplay

Use DisplayUse Display

Shows key-related characteristics and default values for fields that determine how fields are used in a recordS8

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Viewing Record DefinitionsViewing Record Definitions

Edit Display Edit Display shows all editing options (edit as a shows all editing options (edit as a

validation rule) that are available for fields validation rule) that are available for fields in a record . in a record .

Edits on a field vary from one record Edits on a field vary from one record definition to another .definition to another .

PeopleCode DisplayPeopleCode Display contains a column for each PeopleCode program contains a column for each PeopleCode program

type and specifies whether a program exists. type and specifies whether a program exists.

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Viewing Record Definitions – Viewing Record Definitions – Edit DisplayEdit Display

Edit DisplayEdit Display

Shows all editing optionsShows all editing optionsThat are available for fields in a recordThat are available for fields in a record

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Viewing Record Definitions Viewing Record Definitions – – PeopleCode DisplayPeopleCode Display

Indicates PeopleCode has beenIndicates PeopleCode has beenwritten for the Eventwritten for the Event

PeopleCode DisplayPeopleCode Display

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Saving Record DefinitionsSaving Record Definitions

After adding or changing one element in the new After adding or changing one element in the new definition, save the work and name the record. definition, save the work and name the record.

PeopleCode cannot be added to a field until you PeopleCode cannot be added to a field until you save the record definition. 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

Save Dialogue BoxSave Dialogue Box

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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 the with the exception of the Temporary Table Temporary Table typetype, which has a , which has a maximum length of 13maximum length of 13..

The name must begin with a letter and can The name must begin with a letter and can contain underscores to make it more readable. contain underscores to make it more readable.

Avoid special characters, such as Avoid special characters, such as ## or or $,$, which which can cause problems in some database can cause problems in some database environmentsenvironments

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Naming Record DefinitionsNaming Record Definitions Record Naming Conventions Record Naming Conventions

_TBL_TBL Identifies an edit or prompt table that contains Identifies an edit or prompt table that contains datadata

that is used for validationthat is used for validation

_VW_VW Identifies a record definition that is physically Identifies a record definition that is physically implemented 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 record Identifies the record as a worklist record definition. definition.

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Naming Record DefinitionsNaming Record Definitions Record Naming Conventions Record 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 audit information for Identifies record definitions that store audit information for other record definitions in the database.other record definitions in the database.

WEBLIB_WEBLIB_ Identifies record definitions that store internet scripts. Internet Identifies record definitions that store internet scripts. Internet scripts are generally located in Field Formula PeopleCode events. scripts are generally located in Field Formula PeopleCode events.

FUNCLIB_FUNCLIB_ Identifies record definitions that contain written PeopleCode Identifies record definitions that contain written PeopleCode functions, asfunctions, as

opposed to built-in functions. These self-developed functions opposed to built-in functions. These self-developed functions are generally are generally

located in FieldFormula events, and the records are usually located in FieldFormula events, and the records are usually derived derived

DERIVED_ DERIVED_ Identifies shared record definitions (across an application Identifies shared record definitions (across an application module ormodule or

group) that have fields for PeopleCode events. group) that have fields for PeopleCode events.

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Creating a New RecordCreating a New Record1.1. Select File, New. Select File, New.

2.2. Select Select Record.Record.

3.3. Click OK.Click OK.

4.4. The object workspace appears so that The object workspace appears so that you can build a list of fields in a record you can build a list of fields in a record definition.definition.

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Creating A New RecordCreating A New Record

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Object WorkSpace where the related Object WorkSpace where the related fields are populated to form a Recordfields are populated to form a Record

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Fields are now inserted into recordFields are now inserted into record

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Opening an Existing RecordOpening an Existing Record1.1. Select File, Open. Select File, Open.

2.2. Select Select RecordRecord from the from the Definition TypeDefinition Type list.list.

3.3. Click Click Open.Open.

4.4. In the Open Definition dialog box, enter In the Open Definition dialog box, enter the first letter of the record for which you the first letter of the record for which you are searching.are searching.

5.5. Click Click OpenOpenS8

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Opening an Existing RecordOpening an Existing Record

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Opening an Existing RecordOpening an Existing Record

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Manipulating Fields in Record Manipulating Fields in Record DefinitionDefinition

1.1. Add fieldsAdd fields

2.2. Reorder fieldsReorder fields

3.3. Move fieldsMove fields

4.4. Delete fieldsDelete fields

5.5. Rename fieldsRename fields

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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 Fields into RecordsInserting Fields into Records

Inserting through Insert MenuInserting through Insert Menu

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1.1. Inserting SubRecord into RecordsInserting SubRecord into Records Select Insert, SubRecord to search, select, and insert Select 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 are A 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 A subrecord must be defined before it can be inserted

into a record definitioninto a record definition.. S8

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Inserting SubRecord into Inserting SubRecord into RecordsRecords

Inserting through Insert MenuInserting through Insert Menu

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2. Reordering Fields 2. Reordering Fields

• You can reorder the display of fields in the record You can reorder the display of fields in the record definition by double-clicking the attribute name. definition by double-clicking the attribute name.

• To actually reorder the fields in the records, you must To actually reorder the fields in the records, you must cut and paste or select the field and move it. cut and paste or select the field and move it. S8

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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 Record Moving Fields Another Record DefinitionDefinition

Selecting a Field to MoveSelecting a Field to Move

Moving into this RecordMoving into this RecordS8

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PeopleSoft System will ask for confirmation to move from one record to another record

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Pasting into Another RecordPasting into Another Record

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Moved the Field to Another RecordMoved the Field to Another Record

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4. Deleting Fields4. Deleting Fields Select the field that you want to remove and press the DEL Select the field that you want to remove and press the DEL

(delete) key. .(delete) key. . When the system prompts you to confirm the deletion, click When the system prompts you to confirm the deletion, click

Yes.Yes. if you delete a field from a record definition, you must also if you delete a field from a record definition, you must also

delete it from any pages on which it appearsdelete it from any pages on which it appears Modify or remove PeopleCode when you find references to the Modify or remove PeopleCode when you find references to the

deleted field. deleted field.

5. 5. Renaming FieldsRenaming Fields Discussed in earlier slidesDiscussed in earlier slides

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Deleting a Field from Record Deleting a Field from Record DefinitionDefinition

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Asking for Confirmation

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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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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 appears.The Rename Definition dialog box appears.

4.4. Select Select RecordRecord from from Definition Type. Definition Type.

5.5. Click Click Rename. Rename.

6.6. Select the record and click Select the record and click Rename.Rename.

7.7. A rectangular box appears around the A rectangular box appears around the name. name.

8.8. Enter the new name and press ENTER. Enter the new name and press ENTER.

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Renaming Record DefinitionRenaming Record Definition

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Allowing you toAllowing you to Rename the RecordRename the Record

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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 RenameRecord has been renamedRecord has been renamed

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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. Click Click Delete.Delete.

4.4. Warning! Warning! When you delete a record When you delete a record definition, the system automatically definition, the system automatically deletes any PeopleCode that is associated deletes any PeopleCode that is associated with the recordwith the record..

5.5. Click Click YesYes if you really want to delete the if you really want to delete the record definition. 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 Printing Record DefinitionPrinting Record Definition

Select File, Page Setup to Select File, Page Setup to change any of the print change any of the print record defaults. record defaults. The system retains your The system retains your

changes until you reset changes until you reset them again. The Page them again. The Page Setup dialog box appears.Setup dialog box appears.

Select the options for Select the options for print.print.

DefinitionDefinition PeopleCodePeopleCode GraphicsGraphics MarginsMargins HeaderHeader FooterFooter BorderBorder Border SpaceBorder Space

Click OK when you are Click OK when you are done to close the Print done to close the Print Setup dialog box and save Setup dialog box and save your settings.your settings.

Select File, Print.Select File, Print.

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PropertiesProperties1.1. Record PropertiesRecord Properties

2.2. Record Field PropertiesRecord Field Properties

1.1. Record PropertiesRecord Properties Record Properties has two tabsRecord Properties has two tabs

1.1. General TabGeneral Tab

2.2. Use TabUse TabS8

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Record PropertiesRecord PropertiesRecord PropertiesRecord Properties

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Record Properties – General Record Properties – General 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 record They are specific to a single record definition and are stored with the definition and are stored with the record record

To edit record field properties from a To edit record field properties from a record definition, select Edit, Record record definition, select Edit, Record Field Properties from the PeopleSoft Field Properties from the PeopleSoft Application 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 PropertiesRecord Field Properties

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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

Prompt Table

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Prompt TablePrompt Table

Prompt Table are used to provide users Prompt Table are used to provide users with look up that shows the valid values with look up that shows the valid values for 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 - ExamplePrompt Table - Example

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Prompt Table – Required Prompt Table – Required PropertiesProperties

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Now the values from the specified table will become the Valid values for the field in this table



Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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 application

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Building SQL Tables and Building SQL Tables and ViewsViews


Build ProcessBuild Process

The Build process uses Data Definition The Build process uses Data Definition Language (DDL) to construct a physical Language (DDL) to construct a physical database component that is based on the database component that is based on the associated record and field definitions associated record and field definitions that you created. With the Build feature, that you created. With the Build feature, you can create the following:you can create the following:

TablesTables IndexesIndexes ViewsViews TriggersTriggers

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Record Build ProcessRecord Build Process

Build MenuBuild Menu Once the Record Definition has been Once 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 When you choose to build a item from the Build menu, the tasks for creating or the Build menu, the tasks for creating or running SQL scripts that define the running SQL scripts that define the underlying database components are underlying database components are included in the Build dialog box. included in the Build dialog box. S8

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Build Menu – Build Dialogue BoxBuild Menu – Build Dialogue Box

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Build MenuBuild MenuThe settings for the Build The settings for the Build

process, also called Build process, also called Build Settings, enable you to Settings, enable you to configure various aspects configure various aspects of the process. Depending of the process. Depending on which build option you on which build option you are running, your settings are running, your settings

will varywill vary

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Build Menu – Build Menu – SettingsSettings

Specifying Create OptionsSpecifying Create Options Table Creation Table Creation

OptionsOptions View Creation View Creation

OptionsOptions Index Creation Index Creation

OptionsOptions

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Specifying Alter OptionsSpecifying Alter Options Drop Column Drop Column

OptionsOptions Change Column Change Column

Length OptionsLength Options Alter AnyAlter Any Alter Table Alter Table

OptionsOptions

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Specifying Logging OptionsSpecifying Logging Options Logging LevelLogging Level Logging OutputLogging Output

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Specifying Scripts Specifying Scripts OptionsOptions

Script FileScript File Script File Script File

OptionsOptions File Overwrite File Overwrite

OptionsOptions Script File NameScript File Name

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Selecting the Build Selecting the Build ScopeScope

The Build feature The Build feature includes three includes three different scopes that different scopes that determine the size determine the size of your build of your build project. project.

Current DefinitionCurrent Definition ProjectProject Select Definition Select Definition

into Projectinto ProjectS8

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Creating TablesCreating Tables It prefaces each new application SQL It prefaces each new application SQL

table with table with PS_PS_ to identify it as an to identify it as an application that was built using application that was built using PeopleTools. PeopleTools.

The Create Table process creates a new The Create Table process creates a new application table based on parameters application table based on parameters defined in the record definition. When a defined in the record definition. When a new table is created, the DBMS updates new table is created, the DBMS updates the System Catalog tables to reflect the the System Catalog tables to reflect the attributes of the new tableattributes of the new table..

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Build Process – Creating TableBuild Process – Creating Table

Open the project for which you want to build SQL tables.Open the project for which you want to build SQL tables. Select Build, Project.Select Build, Project. From the Build menu, select the appropriate scope of your build.From the Build menu, select the appropriate scope of your build. Select Create Tables in the Build Options group box.Select Create Tables in the Build Options group box. Select one of the Build Execute options. Select one of the Build Execute options. Click the Settings button in the Build dialog box to set user-Click the Settings button in the Build dialog box to set user-

defined defaults. defined defaults. Select the appropriate settings on the Create tab.Select the appropriate settings on the Create tab. Select the Logging tab.Select the Logging tab. Set your logging levels and associated optionsSet your logging levels and associated options Select the Scripts tab.Select the Scripts tab. Specify your script file options.Specify your script file options. Click OK to close the Build Settings dialog box.Click OK to close the Build Settings dialog box. In the Build dialog box, click the Build button to run your build In the Build dialog box, click the Build button to run your build

option.option.

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All the Tables in theAll the Tables in the Project are listedProject are listed

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Specify all the Required OptionsSpecify all the Required Options

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Build Process – Creating ViewsBuild Process – Creating Views

Clone a record definition.Clone a record definition. Open an existing record definition.Open an existing record definition. Select File, Save As. Select File, Save As. Specify the name of the view that you want to create.Specify the name of the view that you want to create.

Delete and add the appropriate fields.Delete and add the appropriate fields. All columns that are selected in your view should have a All columns that are selected in your view should have a

corresponding field in the record definition.corresponding field in the record definition. Set the record type to SQL View. Set the record type to SQL View.

Select the Record Type tab for the record definition. Select the Record Type tab for the record definition. Select SQL View in the Record Type group box.Select SQL View in the Record Type group box.

Click the Click to open SQL Editor button. Click the Click to open SQL Editor button. The order in which you list the columns in your SQL SELECT The order in which you list the columns in your SQL SELECT

statement should match the order that you specified in the record statement should match the order that you specified in the record definition. definition.

Save the record definition.Save the record definition. Select Build, Current Definition to create the view in the Select Build, Current Definition to create the view in the

database.database. Select the Create Views check box under Build Options.Select the Create Views check box under Build Options. Click Build.Click Build.

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Select SQL View

Click SQL Editor to write SQL Query



Write the SQL Query and Save the ViewWrite the SQL Query and Save the View

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Click BuildClick Build

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Build Process – Alter TableBuild Process – Alter TableWhen to Alter Tables When to Alter Tables The following record definition changes affect The following record definition changes affect

synchronization with the application table and synchronization with the application table and require an Alter process:require an Alter process:

Add or delete a field on the record.Add or delete a field on the record. Modify the length of a field.Modify the length of a field. Change the required status of a field that is Date, Change the required status of a field that is Date,

Time, DateTime, or Long.Time, DateTime, or Long. The Alter Table process is similar to the The Alter Table process is similar to the

Create Table process, except that it does not Create Table process, except that it does not drop existing application data tables and the drop existing application data tables and the data that they contain. data that they contain.

You can select both Alter Tables and Create You can select both Alter Tables and Create Tables to run concurrently, as long as Tables to run concurrently, as long as the the Skip table if it already exists option is Skip table if it already exists option is enabledenabled on the Create tab in the Build on the Create tab in the Build Settings dialog boxSettings dialog box..

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Build Process – Alter TableBuild Process – Alter Table

Altering a TableAltering a Table To alter a table: To alter a table:

1.1. Open the project for which you must perform an alter.Open the project for which you must perform an alter.2.2. From the Build menu, select the appropriate scope of your From the Build menu, select the appropriate scope of your

build.build.The Build dialog box appears.The Build dialog box appears.

3.3. Select Select Alter TablesAlter Tables from the Build Options group box. from the Build Options group box.Selecting the Alter Tables option automatically selects and Selecting the Alter Tables option automatically selects and

disables the Create Indexes and Create Trigger (only if disables the Create Indexes and Create Trigger (only if triggers are needed) option. In the Build Execute Options triggers are needed) option. In the Build Execute Options group box, only the group box, only the Build script fileBuild script file option is enabled. option is enabled.

4.4. Click the Settings button in the Build dialog box to set user-Click the Settings button in the Build dialog box to set user-defined defaults.defined defaults.Select the appropriate alter, logging, and scripts settings.Select the appropriate alter, logging, and scripts settings.

5.5. In the Build dialog box, click Build to run the Alter Tables In the Build dialog box, click Build to run the Alter Tables processprocess. . When the process completes, check any errors listed When the process completes, check any errors listed in the log filein the log file..

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Confirming Your Table Alter Confirming Your Table Alter To confirm your table alter:To confirm your table alter:1.1. Review the SQL script that was generated by the Review the SQL script that was generated by the

Alter process.Alter process.2.2. Use your native SQL command processor to open Use your native SQL command processor to open

the SQL script. The script is located where you the SQL script. The script is located where you specified on the Scripts tab of the Build Settings specified on the Scripts tab of the Build Settings dialog box.dialog box.

3.3. Run the script against your database.Run the script against your database.4.4. Use your query tool and SQL Select statements to Use your query tool and SQL Select statements to

confirm that the Alter Tables process has created an confirm that the Alter Tables process has created an application table that corresponds to your record application table that corresponds to your record definition and has updated the system catalog definition and has updated the system catalog tables.tables.

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SQL FILESQL FILE-- -- Start the TransactionStart the Transaction

-- -- Create temporary tableCreate temporary table

CREATE TABLE PSYDEPTREC1 (DEPT_NAME VARCHAR2(10) NOT NULL,CREATE TABLE PSYDEPTREC1 (DEPT_NAME VARCHAR2(10) NOT NULL, EDEPT VARCHAR2(20) NOT NULL,EDEPT VARCHAR2(20) NOT NULL, HDT_LASTUPDATED_BY VARCHAR2(25) NOT NULL,HDT_LASTUPDATED_BY VARCHAR2(25) NOT NULL, V_DATE DATE) TABLESPACE TLLARGE STORAGE (INITIAL 40000 NEXT 100000V_DATE DATE) TABLESPACE TLLARGE STORAGE (INITIAL 40000 NEXT 100000 MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10 PCTUSED 80MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10 PCTUSED 80//

-- -- Copy from source to temp tableCopy from source to temp table

INSERT INTO PSYDEPTREC1 (INSERT INTO PSYDEPTREC1 ( DEPT_NAME,DEPT_NAME, EDEPT,EDEPT, HDT_LASTUPDATED_BY,HDT_LASTUPDATED_BY, V_DATE)V_DATE) SELECTSELECT DEPT_NAME,DEPT_NAME, EDEPT,EDEPT, HDT_LASTUPDATED_BY,HDT_LASTUPDATED_BY, V_DATEV_DATE FROM PS_DEPTREC1FROM PS_DEPTREC1//

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SQL FILESQL FILE

-- -- CAUTION:CAUTION: Drop Original Table Drop Original Table

DROP TABLE PS_DEPTREC1DROP TABLE PS_DEPTREC1//

-- -- Rename Table Rename Table

RENAME PSYDEPTREC1 TO PS_DEPTREC1RENAME PSYDEPTREC1 TO PS_DEPTREC1//COMMITCOMMIT//

-- Done -- Done

CREATE UNIQUE INDEX PS_DEPTREC1 ON PS_DEPTREC1 (DEPT_NAME,CREATE UNIQUE INDEX PS_DEPTREC1 ON PS_DEPTREC1 (DEPT_NAME, EDEPT) TABLESPACE PSINDEX STORAGE (INITIAL 40000 NEXT 100000EDEPT) TABLESPACE PSINDEX STORAGE (INITIAL 40000 NEXT 100000 MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10//COMMITCOMMIT//

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5 Columns are there


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4 Columns are there




Simple 9 steps Simple 9 steps 1. Create Field Definition 1. Create Field Definition 2. Create Record Definition.2. Create Record Definition.3. Build the Record Definition.3. Build the Record Definition.

4. 4. Create page Definition.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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Page DefinitionPage Definition


Page DefinitionPage Definition

Pages are the Pages are the graphical interfacegraphical interface between users between users and yourand your

application databaseapplication database Using PeopleSoft Application Designer, you can Using PeopleSoft Application Designer, you can

create, modify, and delete page definitions in your create, modify, and delete page definitions in your PeopleSoft system.PeopleSoft system.

Page design depends on the type of data that the Page design depends on the type of data that the user plan to access and maintain.i.e,user plan to access and maintain.i.e,

page may refer a single record definitionpage may refer a single record definition It may refer multiple recordsIt may refer multiple records

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Creating New Page DefinitionsCreating New Page Definitions

Creating new page Creating new page definitions can be done definitions can be done by the following two by the following two ways:ways:

Create a blank page by Create a blank page by selecting selecting FileFile, , NewNew, , and and PagePage from the from the menumenu

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Creating New Page DefinitionsCreating New Page Definitions

Clone a page Clone a page definition by definition by selecting selecting FileFile, , OpenOpen from the menu, from the menu, specify specify PagePage for the for the definition in the definition in the Open Definition Open Definition Dialog boxDialog box, select a , select a page, click thepage, click the open open button, then select button, then select FileFile, , Save AsSave As and and enter the new page enter the new page name, click OK.name, click OK.

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Including The Record Fields Including The Record Fields Into PagesInto Pages

Drag fields from a Record Drag fields from a Record onto a page:onto a page:

Open an existing record Open an existing record definition by selecting definition by selecting FileFile, , OpenOpen, , RecordRecord from from the menu the menu

drag field definitions from drag field definitions from the record to the page the record to the page

double-click the new page double-click the new page field to set the properties field to set the properties S8

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Including The Record Fields Including The Record Fields Into PagesInto Pages

Drag Record fields from the Drag Record fields from the Project Workspace onto a Project Workspace onto a pagepage : :

• Open the project, drag record Open the project, drag record fields from the project fields from the project workspace to the page, and workspace to the page, and double-click the new page double-click the new page field to set the properties.field to set the properties.

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Level-based ControlsLevel-based Controls

To accommodate a variety of page designs, PeopleSoft To accommodate a variety of page designs, PeopleSoft created three created three level-based controls.level-based controls.

The The threethree level-based controls are: level-based controls are: GridsGrids Scroll areasScroll areas Scroll bars Scroll bars

Why level-based controls?Why level-based controls? We some times need few of the field controls to display We some times need few of the field controls to display

multiple rows or occurrences of datamultiple rows or occurrences of data To do this, we add a level-based control—a scroll area, To do this, we add a level-based control—a scroll area,

a grid, or a scroll bar.a grid, or a scroll bar. We can then add, edit, delete, find, and scroll through We can then add, edit, delete, find, and scroll through

multiple occurrences of data in a page control or multiple occurrences of data in a page control or group of controls.group of controls.

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LevelsLevels

Levels and Runtime Processing Levels and Runtime Processing Levels play an important role in runtime processing. The Levels play an important role in runtime processing. The

component processor relies on the level at which you place component processor relies on the level at which you place a field on a page to determine how to a field on a page to determine how to process any process any PeopleCodePeopleCode attached to the field in the record definition. attached to the field in the record definition.

These levels are referenced as These levels are referenced as occurs levelsoccurs levels on the on the “Record tab” in the “properties” dialog box for the level-“Record tab” in the “properties” dialog box for the level-based control that you are setting.based control that you are setting.

Level 0Level 0 This is the first occurs level on a page.This is the first occurs level on a page. This level is reserved for the primary key fields that are This level is reserved for the primary key fields that are

used to search for pagesused to search for pages This is the nonscrolling area that directly relates to the key This is the nonscrolling area that directly relates to the key

information of the underlying record. information of the underlying record. Level 0 information is usually display-only with data that Level 0 information is usually display-only with data that

the user entered on the initial search page.the user entered on the initial search page.

There are There are four levelsfour levels in each level-based control in each level-based control

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LevelsLevelsLevels 1–3Levels 1–3 These levels include the scrolling data that is related to the These levels include the scrolling data that is related to the

Level 0, nonscrolling data. Level 0, nonscrolling data. Level 1 is subordinate to Level 0; Level 2 is subordinate to and Level 1 is subordinate to Level 0; Level 2 is subordinate to and

nested in Level 1.nested in Level 1. Level 3 is subordinate to and nested in Level 2. User can nest Level 3 is subordinate to and nested in Level 2. User can nest

level-based controls up to 3 levels. level-based controls up to 3 levels. It is possible to have a page that contains no level-based It is possible to have a page that contains no level-based

controls, making all fields set to Level 0. controls, making all fields set to Level 0. This is particularly true for secondary or subpages that contain This is particularly true for secondary or subpages that contain

few data entry fields.few data entry fields. The default occurs level for a control is set to 1 in the The default occurs level for a control is set to 1 in the

properties dialog box.properties dialog box. If you place a field in or below that control, it is also set to If you place a field in or below that control, it is also set to

Level 1 in the Order grid, even if it is another level-based Level 1 in the Order grid, even if it is another level-based control.control.

Use Set to Level 0 feature of the horizontal rule control to Use Set to Level 0 feature of the horizontal rule control to restart the occurs level count on your page.restart the occurs level count on your page.

User can also add any number of level-based controls at the User can also add any number of level-based controls at the same levelsame level

We can nest up to three levels of scrolls or grids on the page. We can nest up to three levels of scrolls or grids on the page.

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Various Page Controls In A Various Page Controls In A PagePage

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Level-based Controls At Same Level-based Controls At Same LevelLevel

Any number of level-based controls (scroll areas or grids) can be Any number of level-based controls (scroll areas or grids) can be present at the same level.present at the same level.

Example: Example: scroll area and a grid, both at Level 1. scroll area and a grid, both at Level 1.

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Nesting Level-Based ControlsNesting Level-Based ControlsCompensation page: There are 2 rate codes for each compensation action in the Level scroll area.

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Nesting Up to 3 LevelsNesting Up to 3 Levels EXAMPLEEXAMPLE The “Additional Pay 1” page shows three levels of data that can be The “Additional Pay 1” page shows three levels of data that can be

entered, two of which are nesting scroll areas in the Earnings entered, two of which are nesting scroll areas in the Earnings scroll area. scroll area.

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Keys for Accessing PagesKeys for Accessing PagesPrompt Fields:Prompt Fields:

At runtime, you might want to enable your users to look up the valid At runtime, you might want to enable your users to look up the valid values that they can enter in a field. For this, PeopleSoft provides values that they can enter in a field. For this, PeopleSoft provides prompts or look up buttons. prompts or look up buttons.

There are There are threethree types of prompts: types of prompts: Drop-down list boxDrop-down list box..

This is a small list that opens below a field in the current page. This is a small list that opens below a field in the current page. To use a drop-down list box, click the down arrow inside the field and To use a drop-down list box, click the down arrow inside the field and

select the required value.select the required value. Calendar drop-down promptCalendar drop-down prompt

A calendar drop-down prompt opens a small calendar next to a date A calendar drop-down prompt opens a small calendar next to a date field to enable the user to easily scan for the correct date.field to enable the user to easily scan for the correct date.

Prompt buttonPrompt button A prompt or lookup button opens a lookup page in the user’s browser A prompt or lookup button opens a lookup page in the user’s browser

populated with up to populated with up to 300300 available values for that field. available values for that field. In PeopleSoft Application Designer, associate a prompt with a page In PeopleSoft Application Designer, associate a prompt with a page

control by selecting the “control by selecting the “Show Prompt ButtonShow Prompt Button” check box from the ” check box from the DisplayDisplay Options on the Options on the Record tab of the properties dialog boxRecord tab of the properties dialog box

The record field with which the user associate the page control must The record field with which the user associate the page control must list values in the Translate Table or prompt table for the system to list values in the Translate Table or prompt table for the system to

display the prompt buttondisplay the prompt button..

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Prompt FieldsPrompt Fields

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Derived Records And Derived Records And Associated PagesAssociated Pages

Derived and Work FieldsDerived and Work Fields A field from a derived or work record can be used to store a A field from a derived or work record can be used to store a

temporary value that PeopleCode uses to determine the temporary value that PeopleCode uses to determine the values of other field controls on the page. values of other field controls on the page.

Hidden PagesHidden Pages Hidden pages are work pages that are associated with Hidden pages are work pages that are associated with

derived or work records and are often used in work groups. derived or work records and are often used in work groups. These pages are created when calculations need to be These pages are created when calculations need to be

performed in the background by PeopleCode that the user performed in the background by PeopleCode that the user does not need to see. does not need to see.

HowHow A page can be made Hidden by selecting the Hidden check A page can be made Hidden by selecting the Hidden check

box in the component grid as you set the component box in the component grid as you set the component definition.definition.

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Page Definition ToolbarPage Definition Toolbar

Click the Properties button to open the Page Properties dialog box (ALT+ENTER).

Click the Select Group button to select several controls at once

Click the Project Workspace button to display or hide the project workspace (View, Project Workspace or ALT+0).

Click the Toggle Grid button to display or hide the page grid (View, Show Grid or CTRL+G).

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Page control toolsPage control tools

Frame

Group box

Horizontal rule

Static text

Tab separator

Check box

Drop-down list box

Edit box

Long edit box

Push button or link

Radio button

Grid

Scroll area

Scroll bar

Secondary page Subpage

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Adding Page ControlsAdding Page Controls

Using the Page Control Using the Page Control ToolbarToolbar

Page controls can be added Page controls can be added by using the page control by using the page control portion of the page portion of the page definition toolbar definition toolbar

When a Page Control When a Page Control Toolbar button is clicked, Toolbar button is clicked, the cursor changes to a the cursor changes to a cross-shaped icon or cross-shaped icon or hand depending on the hand depending on the page control type page control type selected and move the selected and move the cursor to a position on cursor to a position on the page and click once.the page and click once.

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Adding page controlsAdding page controls

Using the Insert MenuUsing the Insert Menu

• Select the control Select the control from the from the InsertInsert menu, the cursor menu, the cursor changes to a cross-changes to a cross-shaped icon or a shaped icon or a hand, depending on hand, depending on the control type the control type selected, move the selected, move the cursor to a position cursor to a position on the page and click on the page and click once.once.S8

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FramesFramesFrames are used to Frames are used to

visually organize visually organize information on the information on the page.page.

How to insert a frame?How to insert a frame?

Click the Frame Click the Frame button on the toolbar, button on the toolbar, or select Insert, Frame.or select Insert, Frame.

Drag the frame upon Drag the frame upon the area you want.the area you want.

To deselect the frame, To deselect the frame, click anywhere outside click anywhere outside of the frame on your of the frame on your page workspace.page workspace.

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Setting Frame Label and Setting Frame Label and Display optionsDisplay options

Select the frame and Select the frame and double-click, or right-click double-click, or right-click on the frame and select on the frame and select page Field properties from page Field properties from the popup menu.the popup menu.

Access the page field Access the page field properties dialog box, properties dialog box, label tab.label tab.

Enter a brief Enter a brief TextText description of the function description of the function of the control within the of the control within the frameframe



Frames:Frames:Select the Select the stylestyle for the frame for the frame You can control the color and line You can control the color and line

thickness of a frame by specifying the thickness of a frame by specifying the style.style.

Select the Select the Hide BorderHide Border Checkbox Checkbox Select this check box if you want to Select this check box if you want to

hide the frame’s border.hide the frame’s border. Use this, if you want to use the style to Use this, if you want to use the style to

shade only the background of the shade only the background of the framed area or to apply other styles.framed area or to apply other styles.

If you select this option, it will If you select this option, it will override any border option specified in override any border option specified in a style.a style.

Select the Select the Adjust layout for Hidden Adjust layout for Hidden Fields Fields check box check box

This option enables automatic vertical This option enables automatic vertical adjustments to the frame size when adjustments to the frame size when hidden fields are present. hidden fields are present.

..

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Group Box Control:Group Box Control: To arrange related fields on a To arrange related fields on a

page.page. We use a group box to surround We use a group box to surround

and identify a group of related and identify a group of related radio buttons .radio buttons .

Like a frame, you can resize a Like a frame, you can resize a group box.group box.

To link group boxes to record To link group boxes to record definitionsdefinitions

Open the page field properties Open the page field properties dialog, Record tab.dialog, Record tab.

Select a record name and a field Select a record name and a field name.name.

Check Box ControlCheck Box Control

Used if a data entry fields have one Used if a data entry fields have one of the two values (yes or no).of the two values (yes or no).

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To link Check Box with To link Check Box with associated record associated record definitionsdefinitions

Open the Page field Open the Page field Properties dialog, Record Properties dialog, Record tab.tab.

Select the record name Select the record name and field name from the and field name from the drop down boxes.drop down boxes.

Enter the “On value” and Enter the “On value” and “Off value” for the check “Off value” for the check box.box.

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Radio Button ControlRadio Button Control

Represent one value for a Represent one value for a controlcontrol

with multiple defined with multiple defined values.values.

You can add radio button in You can add radio button in groups.groups.

Only one button in a group Only one button in a group can becan be

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Horizontal Rule ControlHorizontal Rule Control

Used:Used: To add horizontal lines to To add horizontal lines to

user page.user page. As a visual break between As a visual break between

controls.controls.To draw a horizontal rule To draw a horizontal rule

and set label Propertiesand set label Properties:: Click the horizontal Rule Click the horizontal Rule

button, button, Or select Insert, Horizontal Or select Insert, Horizontal

Rule.Rule. Draw a horizontal line to the Draw a horizontal line to the

desired length on the page.desired length on the page. Open the Page Field Open the Page Field

Properties dialog box, Properties dialog box, label , select the style to label , select the style to control the line color and control the line color and line thickness of a horizontal line thickness of a horizontal rule. rule.

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Horizontal Rule ControlHorizontal Rule Control

The horizontal rule also serves The horizontal rule also serves as functional separator of as functional separator of fields and levels in the order fields and levels in the order tab of the page definition.tab of the page definition.

Check the “ Set to Level 0” Check the “ Set to Level 0” option if user want to add option if user want to add stand-alone fields, such as stand-alone fields, such as push buttons or hyperlinks push buttons or hyperlinks below a level-based control, below a level-based control, such as a scroll area.such as a scroll area.

Select the Set to Level 0 to Select the Set to Level 0 to force the horizontal rule to be force the horizontal rule to be listed at level 0 in the Order listed at level 0 in the Order tab.tab.

Select the Multi-Currency Select the Multi-Currency Field option if the field is Field option if the field is associated with multi-associated with multi-currency processing.currency processing.

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Static Text ControlStatic Text Control

Used:Used:

To add text to the page.To add text to the page.

To describe a control, page or group of controls.To describe a control, page or group of controls.

This is a display-only alphanumeric field with a maximum length of 30 This is a display-only alphanumeric field with a maximum length of 30 characters.characters.

To insert a static text field:To insert a static text field:

Click the Static Text button on the toolbar, or select Insert, Static text.Click the Static Text button on the toolbar, or select Insert, Static text.

Position the text field button on the page.Position the text field button on the page.

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Drop Down List ControlDrop Down List Control

To insert a drop down listTo insert a drop down list:: Select the Drop Down list Select the Drop Down list

button on the toolbar, or button on the toolbar, or select Insert, Drop Down select Insert, Drop Down List.List.

Drop down lists are used to Drop down lists are used to select one from a list of select one from a list of three or more possible three or more possible valuesvalues..

Associate the drop down Associate the drop down list with a field.list with a field.

Use the page field Use the page field properties dialog, Record properties dialog, Record tab to associate the drop tab to associate the drop down list with a field.down list with a field.

Select style to set the font Select style to set the font and color attributes of user and color attributes of user drop down list data.drop down list data.

Set the field size for the Set the field size for the drop down list.drop down list.

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Scroll ControlsScroll Controls

Scroll Controls include Scroll areas and scroll bars.Scroll Controls include Scroll areas and scroll bars. Scrolls, Record Relationships, and Page Processing :Scrolls, Record Relationships, and Page Processing : When you have more than one record definition on a page, When you have more than one record definition on a page,

the Scroll Controls in page processing is very important.the Scroll Controls in page processing is very important. Scrolls define Parent/child record definition relationships on Scrolls define Parent/child record definition relationships on

a page.a page. The Occur Level to each scroll indicates the relationship The Occur Level to each scroll indicates the relationship

among the record definitions.among the record definitions. The primary record on the page is at Level 0 and no scroll or The primary record on the page is at Level 0 and no scroll or

Occurs Level associated with it.Occurs Level associated with it. The subordinate record to the primary table will be at level The subordinate record to the primary table will be at level

1.1. A table subordinate to level 2 record has a scroll area with A table subordinate to level 2 record has a scroll area with

an Occurs Level of 2.an Occurs Level of 2. Nesting cant be beyond 3 levels Nesting cant be beyond 3 levels

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Scroll Area ControlScroll Area Control

The scroll area is some thing like group box filled with The scroll area is some thing like group box filled with various controls.various controls.

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To Insert a scroll area:To Insert a scroll area: Click the Scroll Area button Click the Scroll Area button

, on the toolbar or , on the toolbar or select Insert, Scroll Area.select Insert, Scroll Area.

Drag the Scroll area to Drag the Scroll area to reposition it on the page as reposition it on the page as desired.desired.

To assign general To assign general properties to a Scroll properties to a Scroll area:area:

Double click on the scroll Double click on the scroll area, or right-click to area, or right-click to access the page field access the page field properties dialog box, properties dialog box, General tab.General tab.

Type in the page Field Type in the page Field Name of the page in which Name of the page in which you have placed the Scrollyou have placed the Scroll area.area.

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To assign general properties to a Scroll area:To assign general properties to a Scroll area:

Set the Occur Level for the Scroll AreaSet the Occur Level for the Scroll Area The occur level indicates the relationship among the record The occur level indicates the relationship among the record

definition and the controls on the page .definition and the controls on the page . It determines how the data is processed.It determines how the data is processed.

Set the Occur count or select Unlimited Occur count if Set the Occur count or select Unlimited Occur count if desired.desired.

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Scroll BarScroll Bar

To Insert a Scroll bar:To Insert a Scroll bar: Click the Scroll Bar button on the toolbar, or select Click the Scroll Bar button on the toolbar, or select

Insert, Scroll Bar.Insert, Scroll Bar. When a hand-shaped icon appears, position the pointer When a hand-shaped icon appears, position the pointer

where the user want the upper left corner of the scroll bar where the user want the upper left corner of the scroll bar to begin.to begin.

Press and hold down the left mouse button as user drag the Press and hold down the left mouse button as user drag the hand diagonally downward to where the lower right corner hand diagonally downward to where the lower right corner of the scroll bar should be.of the scroll bar should be.

Release the mouse button.Release the mouse button. Position and size the length of your scroll bar so that all the Position and size the length of your scroll bar so that all the

fields controlled by the scroll bar are located to the left of fields controlled by the scroll bar are located to the left of it.it.S8

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Scroll Bar Scroll Bar useuse Click the Use tab or select Click the Use tab or select

the scroll bar and double-the scroll bar and double-click to access the page click to access the page Field Properties dialog, Use Field Properties dialog, Use tab.tab.

Set Scroll Attributes:Set Scroll Attributes: Set the Occur Level and the Set the Occur Level and the

Occurs Count.Occurs Count. In the page control order In the page control order

list, controls beneath the list, controls beneath the Scroll bar will repeat as Scroll bar will repeat as many times as the Occur many times as the Occur Count on the scroll bar Count on the scroll bar above them.above them.

When the Application When the Application Processor encounters Processor encounters another scroll area, scroll another scroll area, scroll bar, or push button, it stops bar, or push button, it stops repeating the controls.repeating the controls.

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Properties of the selected scroll Bar


Grid controlGrid control

Grids are tables consisting Grids are tables consisting of navigation bars, columns, of navigation bars, columns, column headings, rows and column headings, rows and row headings.row headings.

User can use gird instead of User can use gird instead of scroll area or scroll bar to scroll area or scroll bar to manage multi-row set of manage multi-row set of data.data.

Each row in grid Each row in grid corresponds to set of corresponds to set of controls in a scroll controls in a scroll occurrence.occurrence.

To Insert a grid control on a To Insert a grid control on a page:page:

Click the Grid button on Click the Grid button on the toolbar, or select Insert, the toolbar, or select Insert, Grid.Grid.

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Grid General PropertiesGrid General Properties ThiThis is used to associate s is used to associate

the record containing most the record containing most of the fields you will use in of the fields you will use in the grid and the occurs the grid and the occurs level.level.

Enter the main record Enter the main record associated with the grid associated with the grid control i.e., record that control i.e., record that contains most of the fields contains most of the fields that you want to use in the that you want to use in the grid.grid.

Note: Note: Any field you display in Any field you display in the grid that are not from the grid that are not from Main Record should be Main Record should be display only or related display only or related fieldsfields

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Enter the page Field Enter the page Field Name.Name.

Enter the Occurs Level Enter the Occurs Level to designate the to designate the hierarchical parent child hierarchical parent child relationship.relationship.

Set the Occurs count Set the Occurs count value to control the value to control the number of rows to number of rows to display to the user.display to the user.

Select the Unlimited Select the Unlimited Occurs Count check box, Occurs Count check box, if desired.if desired.

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Adding page controlsAdding page controlssubpage controlsubpage control A subpage is a predefined, presized A subpage is a predefined, presized

group of controls.group of controls. Subpages are a powerful means of Subpages are a powerful means of

factoring out commonly used page factoring out commonly used page functionality in your applicationfunctionality in your application

Example: A address control is Example: A address control is defined on a separate subpage defined on a separate subpage definition that you might use on many definition that you might use on many different pages.different pages.

Defining a Subpage:Defining a Subpage:

How to define a Subpage?How to define a Subpage? Select File, New, Page.Select File, New, Page. Select File, Object properties or press Select File, Object properties or press

Alt-Enter to access the page Alt-Enter to access the page properties dialog.properties dialog.

Select subpage in the page Type drop Select subpage in the page Type drop down list.down list.

Select the size of the page.Select the size of the page. Set the “Adjust Layout for Hidden Set the “Adjust Layout for Hidden

Fields” if necessary.Fields” if necessary. Set Deferred Processing Mode if Set Deferred Processing Mode if

desired.desired.

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Inserting A Subpage Into A Inserting A Subpage Into A PagePage

Open the page on which you Open the page on which you want to insert the subpage.want to insert the subpage.

Select Insert, SubPage.Select Insert, SubPage. The Insert Subpage dialog box The Insert Subpage dialog box

appears.appears. Select a subpage definition.Select a subpage definition. Specify the name of the subpage Specify the name of the subpage

that you want to insert into the that you want to insert into the open page definition.open page definition.

Select a record definition in Select a record definition in SubPage Record Name SubPage Record Name SubstitutionSubstitution group box. group box.

The subpage writes its fields to a The subpage writes its fields to a generic record. Specify the generic record. Specify the application-specific record name application-specific record name to which you want the to which you want the information in the subpage information in the subpage written. written.

Note. Note. All of the fields in a subpage All of the fields in a subpage must be associated with fields of must be associated with fields of a subrecord in the specified a subrecord in the specified record definition. record definition.

ClickClick OK. OK.

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Changing Informational Changing Informational SubpageSubpage LabelsLabels

Open the Subpage Properties dialog box.Open the Subpage Properties dialog box. Note that the Subpage tab displays the information you Note that the Subpage tab displays the information you

entered on the Insert Subpage dialog box. entered on the Insert Subpage dialog box. On the Label tab, enter your informational text label.On the Label tab, enter your informational text label. Enter the Page Field Name in the General tab.Enter the Page Field Name in the General tab.

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Defining Secondary Pages Defining Secondary Pages

To insert a secondary To insert a secondary page control on a page control on a primary pageprimary page::

Select Insert, Secondary Select Insert, Secondary Page.Page.

Select the primary page on Select the primary page on which you want to display which you want to display the secondary page the secondary page control.control.

The secondary page The secondary page control appears like a control appears like a small push button with the small push button with the secondary page icon on it. secondary page icon on it. This control is invisible at This control is invisible at runtime.runtime.

Double-click the control to Double-click the control to access the Secondary Page access the Secondary Page Properties dialogProperties dialog box: box: Secondary Page tab.Secondary Page tab.

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Using Secondary Pages Using Secondary Pages

secondary page is just another page secondary page is just another page to the user at runtime, they look to the user at runtime, they look and behave differently than the and behave differently than the primary pages.primary pages.

exampleexample:: You can view a secondary page You can view a secondary page

from its primary page only. from its primary page only. A secondary page should have OK A secondary page should have OK

and Cancel buttons so that the and Cancel buttons so that the user can dismiss the page user can dismiss the page (accepting or canceling input) and (accepting or canceling input) and return to the primary page. return to the primary page.

To offer the user alternative To offer the user alternative buttons to dismiss the page, buttons to dismiss the page, disable the default OK and Cancel disable the default OK and Cancel buttons in the Page Properties buttons in the Page Properties dialog box. dialog box.

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Including Secondary Pages Into Including Secondary Pages Into Primary PagePrimary Page

Secondary Page or a Push Button? Secondary Page or a Push Button? There are two ways to associate a secondary page with a primary There are two ways to associate a secondary page with a primary

page: page: Insert a push button or link and associate it with your secondary Insert a push button or link and associate it with your secondary

page. page. This automatically displays the secondary page when the user This automatically displays the secondary page when the user

presses the button or clicks the link and is the preferred method. presses the button or clicks the link and is the preferred method. Use this method when:Use this method when:

No procedural PeopleCode logic is necessary before the secondary No procedural PeopleCode logic is necessary before the secondary page is displayed (PeopleCode can be used on the secondary page page is displayed (PeopleCode can be used on the secondary page just like any other page).just like any other page).

You want to control the formatting of the information (therefore you You want to control the formatting of the information (therefore you want to use a page, and not use the Prompt function).want to use a page, and not use the Prompt function).

The secondary page is used more than once.The secondary page is used more than once. Insert a secondary page control. Insert a secondary page control. This control looks like a command push button, but it is invisible This control looks like a command push button, but it is invisible

at runtime. at runtime. the Address page contains an Email link at the bottom of the scroll the Address page contains an Email link at the bottom of the scroll

area. This link opens the Email Addresses page, enabling the user area. This link opens the Email Addresses page, enabling the user to enter email address information. to enter email address information.

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Including Secondary Pages Into Including Secondary Pages Into Primary PagePrimary Page

If destination is secondary page,If destination is secondary page, Secondary page groupbox will be Secondary page groupbox will be enabled.enabled.

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Example Of Secondary PageExample Of Secondary PageThe Address page contains an Email link at the bottom of the scroll area. This link opens the Email Addresses page, enabling the user to enter email address information.

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Setting Page Field Properties Setting Page Field Properties for Controlsfor Controls

The page field properties of a page control determine how the The page field properties of a page control determine how the page control look and function in your application page page control look and function in your application page

The page field properties dialog box of a page control is The page field properties dialog box of a page control is obtained by obtained by

1.1. Double-clicking the control Double-clicking the control

2.2. Selecting the Selecting the Page Field PropertiesPage Field Properties from the from the EditEdit menu menu

3.3. By the pop-up menu, which is activated by a right-click By the pop-up menu, which is activated by a right-click on the control .on the control .

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Setting page field properties Setting page field properties for controlfor control

The page control properties The page control properties dialog boxes have the dialog boxes have the following tabs:following tabs:

LabelLabel – Sets the label that – Sets the label that appears on the control.appears on the control.

UseUse – Defines how to use – Defines how to use the control on the page, the control on the page, such as display-only, such as display-only, invisible, or hidden. This invisible, or hidden. This is also used to manipulate is also used to manipulate controls on multiple level controls on multiple level pages, to define display pages, to define display and related control fields, and related control fields, the processing of the the processing of the control.control.

General General – Specifies an – Specifies an optional internal page optional internal page field name that is field name that is referenced by the page .referenced by the page .

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Setting Page Field Properties Setting Page Field Properties

Right Click on a Right Click on a particular record field, particular record field, it displays a popup it displays a popup menu from where you menu from where you can select Page Field can select Page Field Properties.Properties.

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Setting Record Tab PropertiesSetting Record Tab Properties

Setting Record PropertiesSetting Record Properties

Record NameRecord Name – Select the – Select the name of the record name of the record definition where the field definition where the field is located. If the field is is located. If the field is dragged from a record in dragged from a record in the project workspace, the project workspace, that record name gets that record name gets selected.selected.

Field Name Field Name – Select the – Select the name of the field from name of the field from the list of fields of the the list of fields of the selected record, to which selected record, to which the page control has to the page control has to be associated. be associated.

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If the field is dragged from a If the field is dragged from a record in the project record in the project workspace, that record name workspace, that record name gets selected.gets selected.



Setting Record PropertiesSetting Record Properties

Style Style – Set the font and color – Set the font and color attributes of your control data. attributes of your control data. Each page control has a default Each page control has a default style class associated with it, style class associated with it, which controls how the page which controls how the page control appears. The default control appears. The default style class for an edit box is style class for an edit box is PSEDITBOX. PSEDITBOX.

Size Size – After the control is linked – After the control is linked with a record name and field, the with a record name and field, the system automatically calculates system automatically calculates the page control size. Three size the page control size. Three size options are available: options are available:

Average Average – Provides sufficient – Provides sufficient size to display the field control size to display the field control length in average-width length in average-width characters.characters.

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Maximum Maximum - Provides - Provides sufficient size to display the sufficient size to display the field control length in field control length in maximum-width characters.maximum-width characters.

Custom Custom – Enables you to – Enables you to define a custom size for edit define a custom size for edit boxes that are not display-boxes that are not display-only. only.

Alignment Alignment Auto – Auto – Left-justifies the Left-justifies the

contents of character fields contents of character fields and right-justifies the and right-justifies the contents of number and contents of number and signed number fields.signed number fields.

Left –Left – Left-justifies the Left-justifies the contents of the field. If the contents of the field. If the field is not display-only, the field is not display-only, the alignment is always left-alignment is always left-justified and if the field is justified and if the field is display-only, the system uses display-only, the system uses the alignment that you the alignment that you specify.specify.

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Right –Right – Right-justifies the Right-justifies the contents of the field. contents of the field.

Family Name –Family Name – This This display-only field displays display-only field displays the current family name, the current family name, which was set when the field which was set when the field was created.was created.

Display Name –Display Name – Select an Select an option to override the option to override the display format that is display format that is associated with a field.associated with a field.

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Display OptionsDisplay Options Display Zero – Display Zero – Select this Select this

option if the page controls are option if the page controls are numeric and a zero value has numeric and a zero value has to be displayed instead of a to be displayed instead of a blank field.blank field.

Display Century –Display Century – Select for Select for date fields to enable users to date fields to enable users to enter a date with a 4-digit enter a date with a 4-digit century. If this option is not century. If this option is not checked, the century is checked, the century is automatically set to the automatically set to the century of your system date.century of your system date.

Password –Password – Select to hide the Select to hide the value that is entered in a page value that is entered in a page control. This option causes control. This option causes characters in this control to characters in this control to appear online as asterisks.appear online as asterisks.

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Currency Symbol –Currency Symbol – Select Select to display a currency to display a currency symbol in the field.symbol in the field.

Show Prompt Button –Show Prompt Button – Select to display a prompt Select to display a prompt button next to the edit box, button next to the edit box, which enables the user to which enables the user to look up valid values for look up valid values for that field.that field.

1000 Separator –1000 Separator – Select if Select if the contents of the page the contents of the page control are numeric and control are numeric and you want to insert you want to insert thousand separators to thousand separators to make the numbers easier make the numbers easier to read.to read.

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Auto Fill –Auto Fill – Select to have Select to have the system automatically the system automatically populate the page control populate the page control with the character specified with the character specified in the Fill Character field. in the Fill Character field. Auto Fill can affect the actual Auto Fill can affect the actual value of the control, not just value of the control, not just the visual representation.the visual representation.

Auto Decimal –Auto Decimal – Select to Select to insert a decimal point insert a decimal point automatically if none is automatically if none is provided in the data that is provided in the data that is entered into the control.entered into the control.

Display Time Zone –Display Time Zone – Select Select if you are setting the if you are setting the properties for a Time or a properties for a Time or a DateTime field and you want DateTime field and you want to display the related time to display the related time zone.zone.

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Enable Spell Check –Enable Spell Check – This option is for edit or This option is for edit or long edit boxes only, to long edit boxes only, to enable the user to check enable the user to check spelling on field spelling on field content. content.

Fill Character –Fill Character – Enter a character to Enter a character to replace blank spaces replace blank spaces in an edit box when in an edit box when the contents of the the contents of the field are displayed. field are displayed. You can use any You can use any character as a fill character as a fill character.character.

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Setting Label PropertiesSetting Label Properties

Type – Type – Select the type of label. Select the type of label.

The following options are available:The following options are available: NoneNone – Select to display no – Select to display no

control label on your page. control label on your page. Used for related displays or Used for related displays or invisible controls.invisible controls.

Text Text – Select to display text – Select to display text that you enter in the Text that you enter in the Text field. The default text is the field. The default text is the long name for the field from long name for the field from the associated record the associated record definition.definition.

RFT Short (Record Field RFT Short (Record Field Table short) Table short) – Select to – Select to display the RFT short name display the RFT short name for the field from the for the field from the associated record definition.associated record definition.

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RFT Long RFT Long – Select – Select to display the RFT to display the RFT long name for the long name for the field from the field from the associated record associated record definition. This is the definition. This is the default.default.

Label TextLabel Text Text –Text – Enter the text Enter the text

exactly as it should exactly as it should appear on the page. appear on the page. The default is The default is Dummy Dummy NameName until you assign a until you assign a record and field to the record and field to the control.control.S8

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Label ID – Label ID – The system The system automatically inserts automatically inserts the long name or short the long name or short name from the record name from the record definition depending definition depending on the type of option on the type of option selected in selected in Type Type options (RFT Long or options (RFT Long or RFT Short). If RFT Short). If TextText is is selected from the selected from the TypeType options, this option options, this option becomes display only becomes display only and the user is allowed and the user is allowed to enter a value in the to enter a value in the TextText

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Insert Line Feed –Insert Line Feed – Click to Click to split your control label into split your control label into multiple lines at the position of multiple lines at the position of the cursor in the Text field. A the cursor in the Text field. A thick vertical bar character thick vertical bar character appears in the Text field. appears in the Text field.

Style –Style – Select to control the color, Select to control the color, font, and other characteristics of a font, and other characteristics of a label.label.

AlignmentAlignment Left – Left – Select to align the label to Select to align the label to

the left-of-center horizontally. This the left-of-center horizontally. This is the default. is the default.

Centered –Centered – Select to center the Select to center the label horizontally.label horizontally.

Right –Right – Select to align the label to Select to align the label to the right-of-center horizontally.the right-of-center horizontally.

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PositionPosition Left – Left – Positions label Positions label

to the left side of the to the left side of the field.field.

TopTop – Positions label – Positions label above the field.above the field.

CustomCustom – Indicates – Indicates that the label has that the label has been manually been manually moved on the page.moved on the page.

Display OptionsDisplay Options First occurs only – First occurs only –

Select to display the Select to display the label only with the label only with the first occurrence of a first occurrence of a scroll area scroll area

No colon –No colon – No colon No colon appears at the end of appears at the end of the label text.the label text.

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Setting Use PropertiesSetting Use Properties

Field Use OptionsField Use Options

Display Only – Display Only – Select to Select to prevent users from prevent users from modifying the contents modifying the contents of the control during of the control during application data entry. application data entry. The system automatically The system automatically selects Display Only selects Display Only when you select Related when you select Related Field. This cannot be Field. This cannot be cleared until you clear cleared until you clear Related Field.Related Field.

Multi-Currency FieldMulti-Currency Field – – Select to identify the Select to identify the control as associated control as associated with multicurrency with multicurrency processing.processing.

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Invisible – Invisible – Select to Select to make the control make the control physically present on a physically present on a page but invisible to page but invisible to users. An invisible users. An invisible control field can be control field can be used as a display used as a display control field or it may control field or it may be required for a be required for a PeopleCode program PeopleCode program that is associated with that is associated with the page.the page.S8

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Display Control Field – Display Control Field – Select to indicate that the Select to indicate that the field controls another field field controls another field on the same page level. The on the same page level. The controlled field is a related controlled field is a related field. field.

Show Label –Show Label – Select to Select to make the control label make the control label visible while the control visible while the control itself is invisible. This is itself is invisible. This is selected only if Invisible is selected only if Invisible is selected.selected.

Related Field –Related Field – Select to Select to specify that the contents specify that the contents of this control are ruled of this control are ruled by another control on the by another control on the same page level, a same page level, a display control field. display control field.

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When When Related Field Related Field is is selected, selected,

Display OnlyDisplay Only option is option is automatically selected. It automatically selected. It also makes the also makes the Related Related Control Field Control Field drop-down drop-down list box available for you list box available for you to select the related to select the related control field control field

Related Control Field –Related Control Field – When you select Related When you select Related Field, a list of all controls Field, a list of all controls on the page that are on the page that are marked as display control marked as display control fields appears in a drop-fields appears in a drop-down list box. Select the down list box. Select the field to which this control field to which this control is related. is related.

..

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Display-Only AppearanceDisplay-Only Appearance Text Only Text Only

and Disabled Edit and Disabled Edit Control Control applies to edit applies to edit boxes and drop-down list boxes and drop-down list boxes only. boxes only.

Pop-up Menu – Pop-up Menu – Pop-up Pop-up menus are lists of menus are lists of menu items that you can menu items that you can associate with a field on a associate with a field on a page. At runtime, the menu page. At runtime, the menu appears on a separate page appears on a separate page as a list of links to related as a list of links to related pages.pages.

Allow Deferred Allow Deferred Processing – Processing – Check this Check this check box to allow check box to allow deferred processingdeferred processing

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General Tab PropertiesGeneral Tab Properties

Setting General Setting General PropertiesProperties

Page Field Name – Page Field Name – Enter Enter a name for the page field a name for the page field that you are creating. It that you are creating. It does not appear as the does not appear as the label for the page field.label for the page field.

Enable as Page AnchorEnable as Page Anchor – – Select this to apply an Select this to apply an “anchor” tag to the current “anchor” tag to the current page field on the page.page field on the page.

This check box is cleared, This check box is cleared, by defaultby default

the General tab contains the General tab contains only the Page Field Name only the Page Field Name and Enable as Page Anchor and Enable as Page Anchor settings (If it is checked)settings (If it is checked)

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View Record PeopleCodeView Record PeopleCode

Page fields are associated Page fields are associated with a specific record with a specific record field. You can access the field. You can access the PeopleCode for that PeopleCode for that record field from the page record field from the page field in the page field in the page definition. definition.

To edit or add the record To edit or add the record field PeopleCode,field PeopleCode, select select ViewView, , View View

Record PeopleCodeRecord PeopleCode from a page. from a page.

Select the PeopleCode Select the PeopleCode event type from the event type from the drop-down list box in drop-down list box in the PeopleCode editor, the PeopleCode editor, edit or add PeopleCode edit or add PeopleCode and save the changes.and save the changes.

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Page PropertiesPage Properties

Page Properties Page Properties Access the Page Access the Page

Properties dialog box (select Properties dialog box (select FileFile, , Definition propertiesDefinition properties), ), select the General Tab, enter select the General Tab, enter a description and any a description and any comments about the page and comments about the page and assign an owner Id.assign an owner Id.

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Use Tab PropertiesUse Tab PropertiesSetting Use Tab PropertiesSetting Use Tab Properties Page Type – Page Type – Use the Use the

standard page, or select a standard page, or select a subpage or a secondary subpage or a secondary page from the drop-down page from the drop-down list box.list box.

Page size – Page size – Select a page Select a page size. There are different size. There are different types of page sizes to types of page sizes to accommodate different accommodate different types of workstation types of workstation monitors.monitors.

Additional SettingsAdditional SettingsPop-Up Menu – Pop-Up Menu – List of List of menu items that can be menu items that can be associated with fields.associated with fields.Allow Deferred Allow Deferred Processing – Processing – Check this Check this checkbox to allow deferred checkbox to allow deferred processing.processing.

Refer Page 233 for Refer Page 233 for explanations.explanations.

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Saving PageSaving Page

To save your work, select To save your work, select FileFile, , Save Save or or FileFile, , Save Save As.As.

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Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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. 5. Create Component DefinitionCreate 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 Component Creating Component DefinitionDefinition


ComponentComponent

A component represents a complete business A component represents a complete business transaction.transaction.

It comprises either a single page or a set of It comprises either a single page or a set of pages that are meant to be processed as one. pages that are meant to be processed as one.

After you create pages, you add them to one After you create pages, you add them to one or more components to access them through or more components to access them through menus or in business processes. menus or in business processes.

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Creating a New Component Creating a New Component Definition Definition

To create a new component definition:To create a new component definition: With a new or existing project open in PeopleSoft With a new or existing project open in PeopleSoft

Application Designer, select File, New.Application Designer, select File, New. Double-click Double-click Component.Component. The new component definition appears in the workspace.The new component definition appears in the workspace.

To open an existing component definition:To open an existing component definition: Select File, Open.Select File, Open. Select Select ComponentComponent as the type. as the type. Specify the selection criteria.Specify the selection criteria. The component definition appears in the workspace.The component definition appears in the workspace.

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Setting Component Properties Setting Component Properties

To open the Component Properties dialog box:To open the Component Properties dialog box: Open the component definition.Open the component definition. Select File, Definition Properties.Select File, Definition Properties. The Component Properties dialog box appears with The Component Properties dialog box appears with

the General tab active.the General tab active.

It contains 3 tabsIt contains 3 tabs general general use use internet .internet .

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New Component DefinitionNew Component Definition

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Setting Component PropertiesSetting Component Properties

Setting General PropertiesSetting General Properties DescriptionDescription Enter a descriptive Enter a descriptive

name for the componentname for the component Owner IDOwner ID

View a list of applications with View a list of applications with which this component is used. which this component is used. This list is helpful to identify the This list is helpful to identify the applications that are associated applications that are associated with the component during the with the component during the

application development phase.application development phase.

Last UpdatedLast Updated View the date and View the date and time of the last modification time of the last modification made to the component and the made to the component and the name of the user who made the name of the user who made the

modificationmodification

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Access the Component Access the Component Properties dialog box. Properties dialog box. Select the Use tab.Select the Use tab.

Search recordSearch record Specify the Specify the search record for this search record for this component .component .

Add search recordAdd search record Specify Specify if you want a different if you want a different search record specifically search record specifically for add actions. for add actions.

Force Search ProcessingForce Search Processing Select to always run Select to always run search logic (SearchInit search logic (SearchInit PeopleCode) for this PeopleCode) for this component. The default is component. The default is clear clear

Detail pageDetail page Specify the page Specify the page that you want for details.that you want for details.

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Actions Actions AddAdd

To add a new high-level key, such To add a new high-level key, such as a new employee ID or as a new employee ID or customer.customer.

used to insert a new current row used to insert a new current row or to update future rows. or to update future rows.

Update/DisplayUpdate/Display to update existing to update existing rows only. rows only.

Update/Display AllUpdate/Display All Select to update current and Select to update current and

future rows in an effective-dated future rows in an effective-dated record .record .

Use only with effective-dated Use only with effective-dated records. records.

Do not use these actions unless Do not use these actions unless the main record that is the main record that is associated with the page associated with the page definitions is effective-dated. definitions is effective-dated.

This is translated to include This is translated to include

history at runtimehistory at runtime. .

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CorrectionCorrection Select to update Select to update

any rows (history, any rows (history, current, and current, and future) in an future) in an effective-dated effective-dated

recordrecord Use only with effective-Use only with effective-

dated records. dated records. This is translated This is translated

to correct history to correct history at runtime at runtime

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Disable Saving PageDisable Saving Page Select when you want to Select when you want to

hide the Save button in the hide the Save button in the toolbar and disable the toolbar and disable the Alt+1 (Save) hot key. Alt+1 (Save) hot key.

This prevents the user This prevents the user from being prompted to from being prompted to

save when exiting a pagesave when exiting a page .. Used in which the user Used in which the user

isn’t making database isn’t making database changes and doesn’t need changes and doesn’t need to be prompted to save. to be prompted to save. RestrictionRestriction

it doesn’t prevent it doesn’t prevent using PeopleCode using PeopleCode to save a page with to save a page with the DoSave() or the DoSave() or DoSaveNow() DoSaveNow() functionsfunctions..

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Include in NavigationInclude in Navigation Select to include the Select to include the

component in the component in the menu navigation at menu navigation at runtime .runtime .

The default is selected The default is selected ..

Mandatory Spell Mandatory Spell CheckCheck

Select to ensure that Select to ensure that spell check is run on spell check is run on all eligible spell check all eligible spell check enabled fields in the enabled fields in the component when the component when the user saves the page user saves the page

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3-Tier Execution Location3-Tier Execution LocationThis section applies to This section applies to

Windows client applications Windows client applications only.only.

Component BuildComponent Build Specify where you want all Specify where you want all

processing to occur after processing to occur after the key list of a page is the key list of a page is selected and before the selected and before the user can interact with the user can interact with the page. page.

This includes building This includes building component buffers and component buffers and running many types of running many types of

PeopleCodePeopleCode. .

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Component SaveComponent Save Specify where you Specify where you

want all processing to want all processing to occur after the user occur after the user saves the component saves the component and SaveEdit and SaveEdit PeopleCode PeopleCode validations have validations have succeeded. succeeded.

It includes It includes SavePreChange, SavePreChange, WorkFlow, and WorkFlow, and SavePostChange SavePostChange PeopleCode and PeopleCode and updates to the updates to the

databasedatabase. .

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Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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. 6. Include pages into component Include pages into component DefinitionDefinition..

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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Including Pages into Including Pages into ComponentComponent


Adding Pages to ComponentsAdding Pages to Components

Pages can be added to components in Pages can be added to components in 22 ways ways

1.Using the1.Using the InsertInsert MenuMenu to Add a Pageto Add a Page Open a new or existing component in the workspace and Open a new or existing component in the workspace and

make the definition active.make the definition active. Select Insert, Page into Component.Select Insert, Page into Component. Click Click Insert.Insert. A list of available pages matching your search criteria A list of available pages matching your search criteria

appears.appears. Select the page that you want to add to the component.Select the page that you want to add to the component. Click Click Insert.Insert. The page that you selected appears in the component in The page that you selected appears in the component in

the workspace. the workspace. When you are finished adding pages to your component, When you are finished adding pages to your component,

click click Close.Close. Save your component.Save your component. Component names can be up to 18 characters in length.Component names can be up to 18 characters in length.

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ComponentComponent

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Adding Pages to ComponentsAdding Pages to Components

22. . Dragging a Page Into a Dragging a Page Into a ComponentComponent

To drag a page To drag a page into a component: into a component:

Open the project Open the project and component. and component.

DragDrag pagespages from from the project the project workspace to the workspace to the componentcomponent

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Re-ordering PagesRe-ordering PagesReordering Pages in a ComponentReordering Pages in a Component After you add pages to your component, you can change After you add pages to your component, you can change

the order in which they appear in the componentthe order in which they appear in the component..Steps:Steps: Select a row number on the left-hand side of the Select a row number on the left-hand side of the

component definition.component definition. Drag the row to the correct position.Drag the row to the correct position. The page is inserted immediately below the highlighted The page is inserted immediately below the highlighted

line. line.

Moving a page in a component

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Component With Multiple Component With Multiple PagesPages

ComponentMultiple Pages in a Component

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Defining Components Defining Components

When you design pages of a When you design pages of a component, the pages should component, the pages should share the same basic key share the same basic key structure because they share structure because they share the same search recordthe same search record

Working With the Working With the Component Definition Component Definition Window Window

The component definition The component definition window has two tabs, window has two tabs, DefinitionDefinition and and StructureStructure, , which provide different which provide different views of a component.views of a component.

Definition Tab Definition Tab The default component The default component

definition view displays definition view displays the page items and the page items and corresponding attributes corresponding attributes of a component definition. of a component definition.

Component definition view

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Setting Page AttributesSetting Page Attributes

Each page in a Each page in a component has component has attributes. Each attributes. Each attribute is attribute is represented by a represented by a column in the column in the component definition.component definition.

Page NamePage Name Contains Contains the read-only name of the read-only name of the page definition. If the page definition. If you rename the page, you rename the page, this column is this column is updated updated

automaticallyautomatically..

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Item NameItem Name Contains a Contains a name for each page in name for each page in the component. This the component. This name must be unique in name must be unique in the component and the the component and the default is the page default is the page name. This name is for name. This name is for informational purposes informational purposes only.only.

HiddenHidden Specifies whether Specifies whether the page can be viewed the page can be viewed

by the user at runtimeby the user at runtime . .Pages are usually hidden Pages are usually hidden

when they are used in when they are used in work groups or work groups or associated with derived associated with derived work records .work records .

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Item LabelItem Label : : Serves as the default Serves as the default

folder tab label, unless a folder tab label, unless a different label is different label is specified. specified.

The item label should be The item label should be unique for each page in a unique for each page in a single component menu.single component menu.

The folder tab label is The folder tab label is usually used when usually used when shorter names are shorter names are needed for folder tabs.needed for folder tabs.

Allow Deferred Allow Deferred ProcessingProcessing: : Indicates Indicates whether deferred whether deferred processing is active for processing is active for that page in its property that page in its property settings.settings.

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Deferred Processing: Deferred Processing: Deferred mode enables Deferred mode enables you to defer many of the you to defer many of the conditions that need conditions that need server processing until server processing until running them on the running them on the application server is application server is required or requested. For required or requested. For example, when a user exits example, when a user exits a field that has a field-level a field that has a field-level event (like FieldChange or event (like FieldChange or FieldEdit PeopleCode, FieldEdit PeopleCode, prompt validation, related prompt validation, related display, and so on) that display, and so on) that event is not run until the event is not run until the next transmission to the next transmission to the application server. application server.

Deferred processing is Deferred processing is the default mode at the the default mode at the field, page, and component field, page, and component levels.levels.

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Setting Access KeysSetting Access Keys

We can set We can set access keysaccess keys by placing an ampersand ( by placing an ampersand (&&) in the ) in the text of each item label. Put the ampersand in front of the text of each item label. Put the ampersand in front of the letter that you want to be underlined on the folder tab at letter that you want to be underlined on the folder tab at runtime. runtime.

Item labels with ampersands (&)

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Structure TabStructure Tab

Structure tab:Structure tab: The structure view shows The structure view shows

records and scrolls in a records and scrolls in a tree representation. tree representation. Double-click the Double-click the components in this view components in this view and open their definitionsand open their definitions

You can view the You can view the PeopleCode that is PeopleCode that is attached to any of the attached to any of the components by right-components by right-clicking and selecting the clicking and selecting the ““View PeopleCode”View PeopleCode” menu menu option. option.

The Component The Component PeopleCode seen here is PeopleCode seen here is different from the Recorddifferent from the Record

PeopleCodePeopleCode

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Component Structure TabComponent Structure Tab

A key icon appears next to all key and alternative search key fields in the component structure view.

An asterisks icon appears next to all fields that are required.S8

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Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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. 7. Creating Menu Definition.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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Menu DefinitionMenu Definition


MenuMenu

A menu is a logical grouping for assigning security to your system. You create a menu as a placeholder for components. Once you save your menu, use the Registration Wizard to assign components and security.

You can create two types of menus using PeopleSoft Application Designer:

Standard (custom) menus provide an internal reference for components and pages. They are grouped logically into menu groups to assign security. They are not used for navigational purposes.

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To create a new menu definition:

1. From the PeopleSoft Application Designer toolbar, select File, New.2. Select Menu from the list.3. Click OK. 4. Select the Standard option for the menu type.5. Click OK. The thick rectangle surrounding the bar item indicates that this

element in the menu definition is currently selected. The empty, dashed rectangle is a placeholder for a new bar item

label 6. Assign a bar name and label. You can define multiple menu bars for the menu. Double-click the

rectangle to display the Bar Item Properties dialog box.

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Creating MenuCreating Menu


CreatingCreating Menu Menu

7. 7. Enter the bar item name and label.Enter the bar item name and label. The most commonly used bar item name is The most commonly used bar item name is

“Use.”“Use.”8. Click OK to accept the Bar Item Properties 8. Click OK to accept the Bar Item Properties

settings. settings. 9. Set the menu properties.9. Set the menu properties.10. Save the menu definition10. Save the menu definition

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CreatingCreating Menu Menu



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Setting Menu Item PropertiesSetting Menu Item Properties

To set the general and use properties To set the general and use properties for the menufor the menu

definition.definition.To define a menu item: 1. In a standard menu definition, double click a menu

item to access it properties.

2. Specify the menu item. 3. Select the Menu Item Component PeopleCode Separator

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4 4 Click the Select ButtonClick the Select Button 5. Select an enabling component in the Open dialog box.5. Select an enabling component in the Open dialog box. 6. Save the menu item if it has not been saved.6. Save the menu item if it has not been saved. 7. In the menu definition, right-click the menu item, then 7. In the menu definition, right-click the menu item, then

selectselect View PeopleCodeView PeopleCode 8. Add a PeopleCode program in the menu item's ItemSelected8. Add a PeopleCode program in the menu item's ItemSelected eventevent 9. When you have finished typing the program, save the9. When you have finished typing the program, save the PeopleCode program and close the PeopleCode editorPeopleCode program and close the PeopleCode editor 10. Override the component search record.10. Override the component search record. 11. Click OK to accept the settings.11. Click OK to accept the settings. 12. Save the menu definition.12. Save the menu definition.

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Setting Menu PropertiesSetting Menu Properties

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Setting Menu PropertiesSetting Menu Properties

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Adding Components toAdding Components to a Menua Menu

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Adding Components toAdding Components to a Menu a Menu

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Working with Existing Menu Working with Existing Menu DefinitionDefinition

• Add components to a menu.

• Rename menu definitions.

• Copy a menu definition.

• Delete menu items.

• Uninstall menu definitions.

• Print menu definitions.

• Set up menu security.

• Import menu groups into portals. S8

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Renaming Menu Definitions Renaming Menu Definitions To rename a menu definition:To rename a menu definition:

Close all open definitions in the definition workspace.Close all open definitions in the definition workspace.

Select File, Rename.Select File, Rename.

The Rename Definition dialog box appears.The Rename Definition dialog box appears.

Select Menu from the Definition Type drop-down list box.Select Menu from the Definition Type drop-down list box.

Click Rename. Click Rename.

From the list of available menus, double-click the menu that you want to From the list of available menus, double-click the menu that you want to rename.rename.

Type the new name over the name that is selected on the menu Type the new name over the name that is selected on the menu definition.definition.

Click Rename.Click Rename.

Note. Note. If you rename a menu definition, be sure to manually rename the If you rename a menu definition, be sure to manually rename the corresponding registrycorresponding registry entries. entries.

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Renaming Menu DefinitionsRenaming Menu Definitions

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Copying a Menu Definition Copying a Menu Definition

To copy a menu definition:To copy a menu definition:

Open the menu definition that you want to copy.Open the menu definition that you want to copy.

Select File, Save As. Select File, Save As.

The Save As dialog box appears.The Save As dialog box appears.

Type a new name for the copy of the menu Type a new name for the copy of the menu definition.definition.

Click Click OK.OK.

You are prompted to save a copy of any PeopleCode You are prompted to save a copy of any PeopleCode that you have associated with the menu definitionthat you have associated with the menu definition

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Copying a Menu DefinitionCopying a Menu Definition

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Deleting Menu Items Deleting Menu Items

To delete a menu item:To delete a menu item:

Select the menu item that you want to delete.Select the menu item that you want to delete.

Select Edit, delete.Select Edit, delete.

If you attempt to delete a menu item that is linked to If you attempt to delete a menu item that is linked to PeopleCode, the system issues a warning. PeopleCode, the system issues a warning.

If you proceed to delete it, the linked PeopleCode menu items If you proceed to delete it, the linked PeopleCode menu items are also deleted.are also deleted.

If you delete an item by mistake, before you perform any If you delete an item by mistake, before you perform any additional edits or saves, select Edit, Undo to restore the menu additional edits or saves, select Edit, Undo to restore the menu item.item.

Note. When deleting menu items, remember to delete any Note. When deleting menu items, remember to delete any corresponding registry entriescorresponding registry entries..

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Deleting Menu ItemsDeleting Menu Items

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Understanding Pop-up Menus Understanding Pop-up Menus

Pop-up menus define the transition to another page—either a Pop-up menus define the transition to another page—either a system-defined page containing a set of standard commands system-defined page containing a set of standard commands or a pop-up menu page that was created and associated with or a pop-up menu page that was created and associated with the pop-up button by an application developer. the pop-up button by an application developer.

You can also use pop-up menus to run a PeopleCode program. You can also use pop-up menus to run a PeopleCode program. PeopleCode in pop-up menus do not share the same PeopleCode in pop-up menus do not share the same limitations as PeopleCode in standard menus, so pop-up limitations as PeopleCode in standard menus, so pop-up transition menus provide an effective alternative to using transition menus provide an effective alternative to using command push buttons on pages. Pop-up menu PeopleCode command push buttons on pages. Pop-up menu PeopleCode programs can be used for any number of purposes, for programs can be used for any number of purposes, for example:example:

To perform a modal transfer.To perform a modal transfer.

To recalculate a field value.To recalculate a field value.

To trigger a PeopleSoft Workflow business event.To trigger a PeopleSoft Workflow business event.

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Behavior of Pop-up Menus in Pages Behavior of Pop-up Menus in Pages

The following standard icons appear on the page at runtime when a pop-The following standard icons appear on the page at runtime when a pop-up menu is defined for a page field.up menu is defined for a page field.

When a user clicks the pop-up icon (PT_POPUP) on a page, aWhen a user clicks the pop-up icon (PT_POPUP) on a page, a screenscreen appears with a list of menu items from which to select.appears with a list of menu items from which to select.

This pop-up icon (PT_POPUP_SKIP) appears if a pop-upThis pop-up icon (PT_POPUP_SKIP) appears if a pop-up menu hasmenu has only one menu item. When a user clicks this icon, the target only one menu item. When a user clicks this icon, the target

transaction page appears immediately, skipping an transaction page appears immediately, skipping an intermediate page containing a list with one menu itemintermediate page containing a list with one menu item..

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Understanding Pop-up Menus Understanding Pop-up Menus


Creating Pop-up Menus Creating Pop-up Menus

• Select File, New.Select File, New. The New dialog box The New dialog box

appears.appears.

• Select Menu. Select Menu.

• Click OK. Click OK. The New Menu dialog The New Menu dialog

box appears.box appears.

• Select the PoSelect the Popup option up option for the menu type.for the menu type.

• Click OK. Click OK. A new pop-up menu A new pop-up menu

definition appears.definition appears.

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• Define the menu items for the pop-up menu.Define the menu items for the pop-up menu.

• Set the Menu Properties.Set the Menu Properties.

Add a Description and Comments about your Add a Description and Comments about your pop-up menu.pop-up menu.

On the Use tab, type the menu label you want to On the Use tab, type the menu label you want to appear for that pop-up.appear for that pop-up.

• Save the pop-up menu definition.Save the pop-up menu definition.

• To provide users with access to the pop-up menu, To provide users with access to the pop-up menu, associate it with a pageassociate it with a page field field

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Creating Pop-up Menus Creating Pop-up Menus


Menu PropertiesMenu Properties

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Associating a Pop-up Menu With a Page Field

• Open the page definition that contains the page field Open the page definition that contains the page field to which you want to associate the pop-up menu.to which you want to associate the pop-up menu.

• Right-click the page field, then select Page Field Right-click the page field, then select Page Field Properties. Properties.

• When the properties dialog box appears, select the When the properties dialog box appears, select the Use tab.Use tab.

• In the Popup Menu group box, select from the In the Popup Menu group box, select from the available pop-up menus in the drop-down list box.available pop-up menus in the drop-down list box.

• Click OK. Click OK.

• Save the page definitionSave the page definition

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Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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. 8. Assigning security to the menu.Assigning security to the menu.9. Test the application9. Test the application

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Assigning Assigning Securities Securities To The Menu To The Menu


Permission ListsPermission Lists

Permission Permission Lists are the building blocks of your end user are the building blocks of your end user security authorizationssecurity authorizations..

A Permission List may contain any number of the following A Permission List may contain any number of the following permissions, including permissions, including signon timessignon times, , page permissionspage permissions, , component interface permissionscomponent interface permissions, and so on., and so on.

A Permission List may contain one or more permissions, A Permission List may contain one or more permissions, and the smaller the number of permissions within a and the smaller the number of permissions within a particular Permission List the more flexible and scaleable particular Permission List the more flexible and scaleable that Permission List is.that Permission List is.S8

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Assigning Permission ListsAssigning Permission Lists

Theoretically, you could create a Permission List Theoretically, you could create a Permission List tailored for each and every Role, and that tailored for each and every Role, and that Permission List could contain a permission of Permission List could contain a permission of every category from General to Web Librariesevery category from General to Web Libraries

you can use a more modular or "mix-and-match" you can use a more modular or "mix-and-match" approach. This approach involves numerous, approach. This approach involves numerous, specific Permission Lists that you can add and specific Permission Lists that you can add and remove to Role definitions.remove to Role definitions.S8

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Working With Permission ListsWorking With Permission Lists

Create a new permission list.Create a new permission list.

Copy permission lists.Copy permission lists.

Delete permission lists.Delete permission lists.

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Creating a New Permission Creating a New Permission List List

1.1. Select PeopleTools, Security, Permissions & Select PeopleTools, Security, Permissions & Roles, Permission Lists.Roles, Permission Lists.

2.2. On the search page click Add a New Value. On the search page click Add a New Value.

3.3. In the Permission List edit box, enter the name In the Permission List edit box, enter the name of Permission List you want to create.of Permission List you want to create.

4.4. From the pages in the Permission List From the pages in the Permission List component, select the appropriate permissions.component, select the appropriate permissions.

5.5. Save your work.Save your work.S8

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Copying Permission ListsCopying Permission Lists

To clone a permission list:To clone a permission list:

1.1. Select PeopleTools, Security, Permissions & Roles, Copy Select PeopleTools, Security, Permissions & Roles, Copy Permission Lists.Permission Lists.

2.2. In the search page, search for the Permission List that you want In the search page, search for the Permission List that you want to copy (clone), and click it.to copy (clone), and click it.

3.3. The Permission List Save As page appears.The Permission List Save As page appears.

4.4. On the Permission List Save As page, enter a new name in the On the Permission List Save As page, enter a new name in the To: edit box for the Permission List that you want to copy.To: edit box for the Permission List that you want to copy.

5.5. Click Save.Click Save.

Note. This copies content reference permissions.Note. This copies content reference permissions.

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Copying a Permission ListCopying a Permission List

Click the Save Button

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Deleting Permission ListsDeleting Permission Lists

To delete a permission list:To delete a permission list:

1.1. Select PeopleTools, Security, Permissions & Roles, Select PeopleTools, Security, Permissions & Roles, Delete Permission Lists.Delete Permission Lists.

2.2. On the search page, locate the Permission List that you On the search page, locate the Permission List that you want to delete and click it.want to delete and click it.

3.3. The Delete Permission List page appears.The Delete Permission List page appears.

4.4. Click Delete Permission List. Click Delete Permission List.

5.5. Click OK to confirm the deletion, or click Cancel to end Click OK to confirm the deletion, or click Cancel to end without deleting.without deleting.

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Deleting a Permission ListDeleting a Permission List

Press the Delete Button

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Defining Permission ListsDefining Permission Lists

Set general permissions.Set general permissions.

Set page permissions.Set page permissions.

Set PeopleTools permissions.Set PeopleTools permissions.

Set process permissions.Set process permissions.

Set signon times permissions.Set signon times permissions.

Set component interface permissions.Set component interface permissions.

Set message monitor permissionsSet message monitor permissions

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Defining Permission ListsDefining Permission Lists

Set web library permissions.Set web library permissions.

Set mass change permissions.Set mass change permissions.

Set personalization permissions.Set personalization permissions.

Add additional links.Add additional links.

Run permission list queriesRun permission list queries

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Setting General PermissionsSetting General Permissions

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Setting PeopleTools Setting PeopleTools PermissionsPermissions

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Object PermissionObject Permission

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Sign-on PermissionSign-on Permission

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RolesRoles

Roles are an intermediate object that exist between Roles are an intermediate object that exist between permission lists and user profiles.permission lists and user profiles.

They are designed to aggregate permission lists so that They are designed to aggregate permission lists so that you can arrange permissions into meaningful collections. If you can arrange permissions into meaningful collections. If you implement dynamic roles, then roles enable you to add you implement dynamic roles, then roles enable you to add permissions to users dynamically, which reduces permissions to users dynamically, which reduces administration tasks.administration tasks.

Role users are the User Profiles or users that have Role users are the User Profiles or users that have membership to a particular role.membership to a particular role.

The dynamic role assignment is how to make your security The dynamic role assignment is how to make your security system scale to meet the demand of an ever-increasing system scale to meet the demand of an ever-increasing user populationuser population

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Working With RolesWorking With Roles

1.1. Create a new role.Create a new role.

2.2. Copy a role.Copy a role.

3.3. Delete a role.Delete a role.

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Creating a New RoleCreating a New Role

1.1. Select PeopleTools, Security, Permissions & Roles, Select PeopleTools, Security, Permissions & Roles, Roles.Roles.

2.2. On the search page click Add a New Value. On the search page click Add a New Value.

3.3. In the Role Name edit box, enter the name of role In the Role Name edit box, enter the name of role you want to create, and click Add. you want to create, and click Add.

4.4. From the pages in the Roles component select the From the pages in the Roles component select the appropriate role options.appropriate role options.

5.5. Save your work.Save your work.

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Copying RolesCopying Roles

1.1. Select PeopleTools, Security, Permissions & Roles, Select PeopleTools, Security, Permissions & Roles, Copy Roles. Copy Roles.

2.2. On the search page, search for the role that you On the search page, search for the role that you want to copy (clone), and click it.want to copy (clone), and click it.

3.3. The Role Save As page appears.The Role Save As page appears.

4.4. On the Role Save As page, enter a new name in the On the Role Save As page, enter a new name in the as: edit box.as: edit box.

5.5. Click Save.Click Save.

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Copying a RoleCopying a Role

Click Save ButtonS8

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Deleting RolesDeleting Roles

1.1. Select PeopleTools, Security, Permissions & Roles, Select PeopleTools, Security, Permissions & Roles, Delete Roles.Delete Roles.

2.2. On the search page, locate the Permission List that you On the search page, locate the Permission List that you want to delete and click it.want to delete and click it.

3.3. The Delete Permission List page appears.The Delete Permission List page appears.

4.4. Click Delete Permission List.Click Delete Permission List.

5.5. Click OK to confirm the deletion, or click Cancel to Click OK to confirm the deletion, or click Cancel to abort.abort.

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Deleting a RoleDeleting a Role

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Defining Role OptionsDefining Role Options

Describe the role.Describe the role.

Assign permissions to roles.Assign permissions to roles.

Display list of members for a role.Display list of members for a role.

Display list of members who belong to a current role dynamically.Display list of members who belong to a current role dynamically.

Set routing options for users.Set routing options for users.

Decentralize the administration of roles.Decentralize the administration of roles.

Display any additional links for user profiles.Display any additional links for user profiles.

Run role queries.Run role queries.

Inquire when a permission list was last updated.Inquire when a permission list was last updated.

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Describing the RoleDescribing the Role

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Assigning Permissions to Assigning Permissions to RolesRoles

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Displaying List of Members Displaying List of Members for a Rolefor a Role

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User ProfilesUser Profiles

User Profiles define individual PeopleSoft users. You define User Profiles define individual PeopleSoft users. You define User Profiles and then link them to one or more Roles.User Profiles and then link them to one or more Roles.

You define User Profiles by entering the appropriate values in You define User Profiles by entering the appropriate values in the User Profile pagesthe User Profile pages

The User Profile contains values that are specific to a user The User Profile contains values that are specific to a user such as a user password, an email address, an employee ID, and such as a user password, an email address, an employee ID, and so onso on

At the top of each page there is the User ID and the At the top of each page there is the User ID and the Description to help you recall which User Profile you are viewing Description to help you recall which User Profile you are viewing or modifying as you move through the pages.or modifying as you move through the pages.

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Working With User ProfilesWorking With User Profiles

1.1. Create a new User Profile.Create a new User Profile.

2.2. Copy a User Profile.Copy a User Profile.

3.3. Delete a User Profile.Delete a User Profile.

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Creating a New User ProfileCreating a New User Profile

1.1. Select PeopleTools, Security, User Profiles, User Profiles. Select PeopleTools, Security, User Profiles, User Profiles.

2.2. On the Find Existing Values page, click Add a New Value. On the Find Existing Values page, click Add a New Value.

3.3. On the Add a New Value page, enter the new User ID in On the Add a New Value page, enter the new User ID in the User ID edit box, and click Add. the User ID edit box, and click Add.

4.4. The User ID can contain up to 30 characters. The name The User ID can contain up to 30 characters. The name you use can't contain a comma (,) or a space. Also, you you use can't contain a comma (,) or a space. Also, you can't create a User ID named PPLSOFT; this ID is a can't create a User ID named PPLSOFT; this ID is a reserved user ID used within PeopleTools.reserved user ID used within PeopleTools.

5.5. Specify the appropriate values from the pages in the Specify the appropriate values from the pages in the User Profiles component, and click Save. User Profiles component, and click Save.

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Copying a User ProfileCopying a User Profile

1.1. Select PeopleTools, Security, User Profiles, Copy User Select PeopleTools, Security, User Profiles, Copy User Profiles.Profiles.

2.2. On the Find an Existing Value search page, select the On the Find an Existing Value search page, select the User ID you want to clone.User ID you want to clone.

3.3. On the User Profile Save As page, enter the New User On the User Profile Save As page, enter the New User ID, description, and the password that the new user ID ID, description, and the password that the new user ID should use to signon to the system.should use to signon to the system.

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Deleting a User ProfileDeleting a User Profile

1.1. Select PeopleTools, Security, User Profiles, Delete User Select PeopleTools, Security, User Profiles, Delete User Profiles.Profiles.

2.2. On the Delete User Profile page, make sure you have On the Delete User Profile page, make sure you have selected the correct user profile.selected the correct user profile.

3.3. Click Delete User Profile. Click Delete User Profile.

The Delete User Profile removes information related to this The Delete User Profile removes information related to this particular user profile that appears in every security particular user profile that appears in every security table in the system, PeopleTools, and application tables. table in the system, PeopleTools, and application tables. If you want to prevent any of the information from being If you want to prevent any of the information from being deleted you can specify tables that the delete user deleted you can specify tables that the delete user process bypasses.process bypasses.

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Specifying User Profile Specifying User Profile AttributesAttributes

Set general user profile attributes.Set general user profile attributes.

Set ID Type and Attribute Value.Set ID Type and Attribute Value.

Set roles.Set roles.

Specify workflow settings.Specify workflow settings.

Inquire on role audit information.Inquire on role audit information.

Display additional links added.Display additional links added.

Run queries about a user profileRun queries about a user profile

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Setting General User Profile Setting General User Profile AttributesAttributes

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Setting Roles to User ProfileSetting Roles to User Profile

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Simple 9 steps Simple 9 steps 1. Create Field Definition 1. 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. 9. Test the applicationTest the applicationS8

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Testing The Testing The ApplicationApplication


Validating ProjectsValidating Projects

To validate a project:To validate a project:

1.1. Close all active component definitions in the definition workspace.Close all active component definitions in the definition workspace.

2.2. Otherwise, the validation occurs on the component, rather than the Otherwise, the validation occurs on the component, rather than the project.project.

3.3. Select Tools, Options.Select Tools, Options.

4.4. Select the Validate tab in the Options dialog box.Select the Validate tab in the Options dialog box.

5.5. Select Validate project integrity. Select Validate project integrity.


7.7. Select Tools, Validate ProjectSelect Tools, Validate Project

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Validating ProjectsValidating Projects The validate utility runs a series of tests on the project or The validate utility runs a series of tests on the project or

components and sends its results to the Validate tab in the output components and sends its results to the Validate tab in the output window. If errors are found, they are listed on this tabwindow. If errors are found, they are listed on this tab

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Testing Page Control OrderTesting Page Control Order

After you have placed all of the controls on your After you have placed all of the controls on your page, you should test the tab order. You can do this page, you should test the tab order. You can do this using either the test mode or by viewing the page in using either the test mode or by viewing the page in the browser. Using the View Page in Browser mode is the browser. Using the View Page in Browser mode is more useful because you can also check the more useful because you can also check the placement of controls and subfields on your page. In placement of controls and subfields on your page. In these testing modes, you can enter data into edit these testing modes, you can enter data into edit boxes and select radio buttons and check boxes. boxes and select radio buttons and check boxes. However, you cannot save data that you enter, and However, you cannot save data that you enter, and push buttons and links do not functionpush buttons and links do not function

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To Test Tab flow in Browser To Test Tab flow in Browser Mode:Mode:

1.1. Open the page in PeopleSoft Application Designer Open the page in PeopleSoft Application Designer that you want to test.that you want to test.

2.2. Select Layout, View in Browser.Select Layout, View in Browser.

3.3. Select the appropriate browser from the drop-Select the appropriate browser from the drop-down list box.down list box.

4.4. Press the TAB key to move from one field to the Press the TAB key to move from one field to the next.next.

Press SHIFT+TAB to move to the previous fieldPress SHIFT+TAB to move to the previous field

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Viewing Pages in the Browser Viewing Pages in the Browser

During the page During the page design process, you design process, you should periodically should periodically view how your page view how your page looks in the browser. looks in the browser. How you design your How you design your page in PeopleSoft page in PeopleSoft Application Designer Application Designer might look different might look different when viewed online, when viewed online, particularly if you are particularly if you are using subpages that using subpages that contain multiple contain multiple

fields.fields.

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Sample Page Viewed in Microsoft Internet Explorer

Sample Page in PeopleSoft Application Designer

Date post:	18-Nov-2014
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PeopleSoft Application Designer Practice

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