PSR User Guide

PeopleSoft
Practice
Application Designer
Yes-V Software Solutions (P) Ltd., 1

Agenda
• PeopleSoft Application Designer
• Steps involved in creating a

Component

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

Creating an Application
Simple 9 steps
S1 1. Create Field Definition
S2 2. Create Record Definition.
S3
3. Build the Record Definition.
4. Create page Definition.
S4
5. Create Component Definition.
S5
6. Include pages into component Definition.
S6 7. Creating Menu Definition.
S7 8. Assigning security to the menu.
S8 9. Test the application
S9

Creating a Component
Application F – Field
REC – Record
COM – Component
COM1 COM2 _ _ _ _ COM N
PAGE1 PAGE2 _ _ _ PAGE N
REC1 REC2 ___________ RECN
F1 F2 F3 F4 F5 F6 _____ F11 F12 FN-1 FN

Simple 9 steps
S3 3. Build the Record Definition.
S4
S5
S6
7. Creating Menu Definition.
S9

Field Definition

Field Definition
 Fields are the basic Building Blocks

S1  There are two types of Fields
S2 1. Field
2. Record Field
S3
 Fields that are grouped together as a unit are called
S4 record definitions
 Additional Characteristics are defined to the Record Field
S5 which is specific to that record, called Record Field
S6 Properties.
 Record field properties are not shared with other records
S7 in which the field is used. Where as Field Properties are
shared
S8
with other records in which the field is used
S9

Field Definition
 Attributes of a Field definition
S1  Field type
 Field length
S2
 Field Labels
S3 Label Id
Long name
S4
Short name
S5 Def
 Field format
S6
Format type
S7 Family
S8 Display name
 Not Used
S9  Chart field

Field Definition
S1 • Field type
Character (Char) – Its maximum length ranges from 1-254
S2
Long Character (Long)-Its maximum length is 64000 characters
S3 Number (Nbr) – Signed or Unsigned Number
Signed Number (Sign)
S4 Date (Date)-field length of 10 and is maintained by the system
Time (Time)- 15 positions, format of HH:MI:SS.999999
S5 DateTime (DtTm)- 26 positions, format of YYYY-MM-DD-HH-MI-SS.999999
Image (Img)- store application data that takes the form of images
S6
ImageReference (Iref)- to store static images that can be changed at runtime with PeopleCode
S7 Attachment (Att) - Maps to a BLOB database type to hold the contents of a file attachment
S8 • Field length
Specifies the length of the field
S9

Field Definition
• Field Labels
S1
S2
Attributes:
Label Id
S3 unique identifier for the field .
S4
less than 18 characters, without spaces, and UPPERCASE
Long name
S5 The Record Field Table, long option for a page field.
S6
Up to 30 characters
Short name
S7 An alternate name to use on pages and reports.
S8
Up to 15 characters
Def
S9 Def stands for default field
The line which is checked (tick mark) is taken as the default label id.

Field Definition
• Not Used
Read only Check box.
S1 Values can be changed
through PeopleCode.
S2 This causes the field
– Skipped as part of the
S3 unique index.
– Exposed to PeopleCode
S4 for read and write
operations.
S5 • ChartField
Read only Check box.
S6
Values can be changed
S7 through PeopleCode
Used for character fields
S8 and used by financial
applications to specify a
usage pattern
S9 “Read Only”
Check Box

Field Definition
S1 • Field format
S2 Field format specifications affect
internal values that are stored in
S3 the database
S4 – Format type
S5 Uppercase Name
Phone Numbers (North America) SSN
S6 Zip/Postal Code (North America) Mixed Case  Family
S7 Raw Binary Numbers Only Formats are organized into format
Phone Numbers (International) SIN families, which can include one or
S8
Zip/Postal Code (International) Custom
more unique formats.
S9  Display name
The Display Name given to the
Format Family
Field Format-Changing Format Families
1. Select Tools, Miscellaneous Definitions, Field Formats.
S1 2. To define a new format family, click the New button.
The New Family dialog box appears.
S2 3. Enter a name for your new format family and click OK.
S3 The Formats dialog box appears.
4. In the Stored group box, enter a name and format.
S4 This defines how the format family is to be stored in the database and
printed in reports.
S5 5. Enter the format notation that you want to use for storing the data in the
S6 Format field.
6. In the Display group box, enter a name for the format.
S7 This defines how the format family will appear online.
7. Enter the format notation that you want to use for displaying
S8 the data in the Format field.
S9 8. Click the Add button to add the new format family,
and click OK when you are finished.

Field Format
S1
S2
S3
S4
S5
S6
Select Tools, Miscellaneous Definitions, Field Formats
S7
S8
S9

Field Format
New Dialogue Box
Click New Button
S1
S2
S3
S4
S5
S6
S7
S8
S9

Field Format
S1
S2
S3
S4
S5 Enter values in Stored and Display

Group Boxes and Click Add
S6
S7
S8
S9

Field Formats – Editing Formats
S1 – The Edit Formats dialog box presents a tree control where

S2
you define the stored and display formats for a family and
all options and attributes. This dialog box enables you to:
S3
– Add, update, and delete stored and display formats.
S4 – Enter a description for the family.
S5 – Specify options, such as uppercase and smart punctuation,
S6 for the family.
– Changes are saved when you click OK.
S7
S8
S9

Field Formats – Editing Formats
S1
This following slides show how to:
S2
 Add a new stored format.
S3  Add a new display format to a stored format.
S4  Update a display format.
S5  Delete stored formats.
S6
S7
S8
S9

Field Format
S1 Adding a New Stored Format

1. Open the format family to which you want to add a format.
S2
2. Select the format family name.
S3 3. Enter the stored and display names and format notation.
S4 4. Click Add.
5. The new format appears in the tree below the existing formats.
S5
Adding a New Display Format to a Stored Format
S6
1. In the tree, select the stored format name to which you want to add
S7 a display format.
2. In the Display group box, enter a new name and format notation.
S8
3. Click the Add button to add the display format.
S9 4. The new display format appears in the tree, attached to the stored
format to which it belongs.

Field Format - Editing
Select a Format Family and Click Edit.

The Edit dialogue Box appears.
S1
S2
S3
To add New Format
S4
To Existing one.
S5
S6
S7
S8
S9

Field Format
S1 Updating a Display Format

1. To update a display format:
S2
2. Select the display format in the tree view.
S3 3. Select a display format and enter the enabled fields.
S4 4. Click Update to update the display.
Deleting Stored Formats
S5
1. To delete a stored format:
S6 2. Select the display format.
S7 3. Click the Delete button.
4. PeopleSoft Application Designer displays a warning
S8 message indicating that deleting a display format might
S9
strand stored data. Select Yes to continue with the
delete.

Field Format - Editing
Select the Display Format in the Tree view
S1
S2
S3
S4
S5 Update the Format
S6
S7
S8
Delete the Format
S9

Field Format
S1 Testing Formats
To test a format family:
S2
1. Use the two drop-down list boxes to select a stored and display
S3 format pair to test.
2. Click either DB->Display and Display->DB to process the
S4
format.
S5
S6
S7
S8
S9

Field Format - Test
S1
S2
S3
S4
S5
Click any one of them
S6
S7
S8 Result will be Displayed here
S9
Field Properties
S1 The Field Properties Dialogue Box have

• General Tab
S2 Field Definition is to enter comments
regarding the field Definition
This is
S3 Owner ID drop-down list box enables you
to select a valid owner, as in application available
S4 project or role only for
Character
S5 Last Updated group box contains Field of max
information—date, time, and user ID—
about the length 4
S6
last time the field definition was
S7 modified
S8 • International Format Setting Tab are not

in use for PeopleTools 8.4.
S9 • Translate Values tabs
This is available only for Character Field
of max length 4.

Creating New Field Definitions
– To create a new field definition:
S1
1. Click the New button on the PeopleSoft Application
S2
Designer toolbar.
S3 2. The New dialog box appears.
S4 3. Select Field.
S5 4. Click OK.
S6 5. Select one of the following field types from the Field
Type drop-down list box.
S7
6. Then specify the required attributes for that field
S8 Type.
S9 7. And Save the Field Definition.

S1
S2
S3 New icon in
OR
Application
S4
Designer
S5 Tool bar
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6 Field has been Defined
S7
S8
S9 Save Dialogue Box

Opening an Existing Field Definition
• Select File, Open from the menu

S1
– From this dialog box, you can
S2 view all available fields in the
database. You can open all
S3 fields of a certain type or from a Select a Field
specific project, or you can open And Click Open
S4 a specific field or set of fields.
S5
• Clone an existing definition
S6
– To create a field definition with
S7 attributes similar to an existing
one:
S8 • Open an existing field
definition.
S9 • Select File, Save As.
• Enter a new name.

Viewing Field Properties
• There are several ways to view
S1 field properties.
S2 • While in the field definition
workspace, click the Properties
S3 button.
S4 • Select Field, Definition Properties.
• While in a record definition:
S5
– Select the field.
S6
– Right-click the field
S7 name.
S8 – Select View Field
Properties from the pop-
S9
up menu.

Changing Field Definition
S1 – Changing a field Definition has the following

S2 effects
S3 • We might need to change the Field Properties
S4 and attributes
S5 • The change affects every occurrence of the
S6 field in every record definition
S7
S8
S9

S1 Changing Field Type

S2
S3 – Change a field type by opening a field and selecting

another field type from the drop-down list box
S4
S5
Renaming Field Definition
S6
S7
• There are two ways to rename a field definition:
S8
• Using the Rename Definition dialog box.
S9
• Using the Open Definition dialog box.
Using the Rename Definition Dialog Box
S1
To rename a field definition from the Rename Definition dialog box:
S2 1. Select File, Rename to open the Rename Definition dialog box.
2. Select Field as the definition type.
S3 3. Enter the name of the field.
4. If you aren’t sure of the name or the correct spelling, use the search
S4 criteria fields to locate the field to rename. The list displays field names
that match your search criteria.
S5 5. To rename a field in the list, select the field and click Rename, or
double-click the field.
S6
6. The field name becomes available for entry, and you can type the new
S7 name.
7. When you finish typing the new name, press ENTER or click the
S8 Rename button.
8. The Rename Field dialog box appears. Select the records in which you
S9 want the field to be renamed. The De-select All button toggles to Select
All.
9. Click OK.

Rename Field
S1 Click Rename
S2
S3
Select a Field
S4
S5
S6
S7
S8
S9

Rename Field
S1
S2
Now you can
S3 rename the field
S4
S5
S6
S7
S8
S9

Rename Field
S1
S2
S3
S4
S5
Click OK
S6
S7
S8
S9

Rename Field-Effects in Record Definition
S1
S2
S3
S4
After Renaming the Field
S5 Before Renaming the Field
S6
S7
S8
S9

S1
Using the Open Definition Dialog Box
To rename a field definition from the Open Definition dialog box:
S2 1. To display the Open Definition dialog box, select File, Open.
2. This dialog box enables you to set up search criteria for locating field
S3 names.
S4
4. If you have additional information, use the Name field. You can further
S5 narrow your search criteria by selecting a field type or the name of the
project that contains the field to delete.
S6 5. Click the Open button or press ENTER when you have completed your
search criteria.
S7 6. You can rename a field in the Open Definition dialog box by selecting
the field, right-clicking the field name, and selecting Rename.
S8 7. 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 new name.
S9 8. When you finish typing the new name, press ENTER or click the
Rename button.

Rename Field
S1
S2
S3
S4
S5
S6
S7
S8
S9

Deleting Field Definition
This section discusses two ways to delete a field definition:
S1 1. Using the Delete Definition dialog box.
2. Using the Open Definition dialog box.
S2 The important thing to be noted is that you cannot delete a field that is currently
used in any record
S3 Using the Delete Definition Dialog Box
1. To delete field definitions from the Delete Definition dialog box:
S4 2. Select File, Delete to open the Delete Definition dialog box.
S5 3. In the Delete Definition dialog box, set up search criteria for locating
field names.
S6
5. If you have additional information, use the Name field.
S7 6. Select a field type or the name of the project that contains the field
that you want to delete.
S8 7. This further narrows your search criteria.
8. When your search results appear in the output window, delete the field
definition by selecting the field and clicking the Delete button or
S9 double-clicking the field name.

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9 A Field cannot be deleted if it is used on a record

Using the Open Definition Dialog Box

S1
1. To delete field definitions from the Open Definition dialog box:
S2 2. Select File, Open to display the Open Definition dialog box.
3. This dialog box enables you to set up search criteria for locating field
S3
names.
S4 4. Select Field as the definition type.
5. Enter the Name field if you have additional information.
S5
6. You can further narrow your search criteria by selecting a field type
S6 or the name of the project that contains the field that you want to
delete.
S7 7. When you have completed your search criteria, click Open or press
S8 ENTER.
8. Right-click the field that you want to delete from the list of field
S9 names displayed.
9. Select Delete from the pop-up menu.
S1
S2
S3
S4
S5
S6
S7
S8
S9

Printing Field Definition
S1 • Two Ways to print Field

Definition
S2
S3 1. To print a field definition,

• select File, Print from the field
S4 definition window (or click the
Print button in the toolbar) to
S5 open the Print dialog box,
• specify printing options.
S6 2. Open Definition dialog box.
• On the list resulting from your
S7 search, right-click the name of
the field definition that you
S8 want to print,
• select Print from the pop-up
S9 menu to view your printing
options.

Translate Table
S1 • It is a Prompt Table to store values for fields that

S2 don’t need individual prompt tables of their own
S3 • Criteria for Prompt Table
S4
– Field type is Character.
S5
– Field length is 1 to 4 characters.
S6
S7
– Field values consist of a relatively small, static
S8
set of values that are not maintained by the
user.
S9
– No other fields relate to this field.
Translate Table
S1
S2
Translate Value Tab appears
S3
S4
Field length is 1 to 4 characters.
S5
S6
S7
S8
S9

Translate Table
S1 • Attributes of Prompt Table

– FIELD NAME Field name, such as ABSENCE_TYPE
S2 – LANGUAGE_CD Language code
– FIELD VALUE Value for the field
S3 – EFFDT Effective date
S4 – VERSION Internal version number (system-maintained)
– EFF_STATUS Status—active or inactive
S5 – XLATLONGNAME 30-character description; used as a label on pages and
reports
S6 – XLATSHORTNAME 10-character description; used as a label on pages and
S7 reports
– LASTUPDDTTM DateTime field showing the last time that a field was
S8 updated
– LASTUPDOPRID User ID of the user who most recently updated the
S9 field

Translate Table
S1 Adding Translate Values

To add translate values to the Translate Table:
S2 1. From a field definition window, select File, Definition Properties.
You can also right-click and select Field Properties, or press ALT-
S3
ENTER.
S4
2. From a record field definition window, right-click the field, and select View
S5 Translates from the pop-up menu.
3. Select the Translate Values tab.
S6 The Translate Values dialog box displays existing values for the field and enables
you to add, change, or delete values. In the Last Updated box, you see
S7 information—date, time, and user ID—about the last update for the selected
translate value.
S8 4. Click Add to define a new value.
5. Enter the field value, effective date, long name, and short name that your
S9 users enter on the page.

Translate Table
S1
S2
S3
S4
S5
S6
S7
S8
S9

Translate Table
S1
S2
S3
S4
S5
S6
S7
S8
S9

Translate Table
S1
Changing Translate Values
– To change an existing translate value, select the value and
S2
click Change, or double-click the value. The system displays
S3 the Change Translate Table dialog box in which you can
S4 make the necessary changes.
S5 Deleting Translate Values
S6 – To delete the value, select it and click the Delete button.
S7 The row disappears.
S8
– Deleting should be the last option. If you don’t want the
S9 value, deactivate it by changing the status to Inactive

Translate Table
S1
S2
S3 Changing translate
value
S4
Deleting translate
S5 value
S6
S7
S8
Saving translate
S9 value

Translate Table
S1
Saving Translate Value
S2
S3 – After you have made all of your changes to the

S4
Translate Table, you must save the entire field
definition.
S5
– There is no save option specifically for translate
S6
values. Click OK from the Field Properties dialog
S7
box
S8
– save the field definition by clicking the Save
S9 button or selecting File, Save.

Effective Date
S1 – The Effective Date Field has special properties

S2 related to the processing of effective dates on
S3 rows and should be used when needed
S4 – Effective date is used for maintaining Data History
S5 – Past, Current & Future.
S6 – Only one current data and multiple occurrences of
S7 future and history.
S8 – The information helps to look at what’s happened
S9 up to now and plan for the future.

Effective Date
S1 • Three Types of Effective Date

S2
Future Data rows that have effective dates greater
S3 than the system date-usually today’s date
S4
Current The data row with the most recent effective
S5 date closest to today’s (system) date .but not
S6 a future date.
S7
History Data rows that have effective dates less than
S8 the current data row
S9

Effective Date
S1
– Effective Date Impact on different Action Type
S2 Action Type view Change Insert New Rows
S3 Update/Display Current, Future Future Only Effective Date

S4 Greater than the
Current Row
S5
Update/Display History, Future Only Effective Date
S6 All Current, Future Greater than the
S7
Current Row
S8
Correction History, All Existing Add new Rows
S9 Current, Future Rows with no Effective
Date Restrictions
Effective Date - Example
S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
Update Display Mode change Future Only
S6
Update All Mode Change Future Only
S7
Correction Mode all Existing Rows
S8
S9

Effective Date – Example
S1
S2
We cannot change current or history records
S3 unless in correction mode
S4
S5
S6
S7 Current mode is Update/Display

S8
S9

Effective Status
S1 • Used with Effective Date, enables the system

S2 to select the appropriate effective-Dated rows
S3
S4
S5
• It takes two translate values
S6
• Active
S7
• Inactive
S8
S9

Effective Sequence
S1 – The Effective Sequence field serves different

S2 purposes depending on whether or not it’s
S3 paired with Effective Date.
S4
– When Effective sequence is paired with
S5
S6
Effective Date, we can assign a unique
S7
sequence number to each row that has the
S8
same effective date
S9

Simple 9 steps
S4 4. Create page Definition.
S5
S6
S7
8. Assigning security to the menu.
S8
9. Test the application
S9

Record Definition

Record Definition
Fields that are grouped together as a unit forms record
S1 definitions
S2
– A record definition represents what the underlying SQL
S3
database tables look like and how they process data.
S4
S5 – Planning Record Definition

S6
• You actually define two layers of information:
S7
1. Record level - Determine the ultimate purpose of the
S8 record definition and how it will be used in the system
S9
2. Field level - plan the details of what types of fields to
add
Record Definition
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Definition
S1 • Types of Record
S2 – SQL Table
S3 – SQL View
S4 – Dynamic View
S5 – Derived/Work
S6 – SubRecord
S7 – Query View
S8 – Temporary Table
S9

Record Definition
S1
Viewing Record Definitions
S2 – The Purpose of Record Definition View is :
S3 • View basic field definition characteristics.
S4 • View key-related characteristics and default values.
S5 • View editing options.
S6 • View PeopleCode program types.
S7 • Reorder fields.
S8 • Identify PeopleCode that is attached to fields.
S9 • Size and sort columns

Record Definitions
S1 Viewing Record Definitions

S2
– The four Views of the Record are
S3
1. Field Display
S4
2. Use Display
S5
S6
3. Edits Display
S7
4. PeopleCode Display.
S8
S9

Record Definitions
S1 Viewing Record Definitions

S2 Field Display
S3 • shows the basic field definition characteristics for fields in the record
S4 definition .
• Field definition characteristics are global—they affect all record
S5 definitions in which the field is used.
S6 Use Display
• Use Display mode shows key-related characteristics and default values
S7 for fields that determine how fields are used in a record
S8 • The use characteristics might differ for fields that are used on more
than one record definition
S9

Viewing Record Definitions – Field Display
Field Display
S1
S2
S3
S4
S5
S6
Shows basic field definition characteristics
S7
S8
S9

Viewing Record Definitions – Use Display
Use Display
S1
S2
S3
S4
S5
S6
S7 Shows key-related characteristics and default values

for fields that determine how fields are used in a record
S8
S9

Record Definitions
S1
Viewing Record Definitions
S2 Edit Display
S3 – shows all editing options (edit as a validation
S4 rule) that are available for fields in a record .
S5 – Edits on a field vary from one record definition
S6 to another .
S7
S8 PeopleCode Display
S9 – contains a column for each PeopleCode program
type and specifies whether a program exists.
Viewing Record Definitions – Edit Display
Edit Display
S1
S2
S3
S4
S5 Shows all editing options

That are available for fields in a record
S6
S7
S8
S9

Viewing Record Definitions – PeopleCode Display
PeopleCode Display
S1
S2
S3
S4
S5
Indicates PeopleCode has been
S6 written for the Event
S7
S8
S9

Record Definitions
S1
Saving Record Definitions
S2
S3 • After adding or changing one element in the new definition

save the work and name the record.
S4
S5 • PeopleCode cannot be added to a field until you save the

S6 record definition.
S7
S8
• To save a new record definition:
– select File, Save or
S9
– File, Save As.

Saving Record Definition
S1
S2
S3 Save Dialogue Box
S4
S5
S6
S7
S8
S9

Record Definitions
S1
Naming Record Definitions
S2
S3 – The name length can be up to 15 characters, with the

exception of the Temporary Table type, which has a
S4 maximum length of 13.
S5
S6 – The name must begin with a letter and can contain

S7
underscores to make it more readable.
S8
– Avoid special characters, such as # or $, which can cause
S9 problems in some database environments

Record Definitions

S1 – Record Naming Conventions
 _TBL Identifies an edit or prompt table that contains data
S2
that is used for validation
S3
 _VW Identifies a record definition that is physically
S4 implemented by defining a SQL view.
S5
 _DVW Identifies a dynamic view.
S6
 _WRK Identifies derived work records.
S7
 _SBR Identifies subrecords.
S8
S9  _QVW Identifies a query view.
 _WL Identifies the record as a worklist record definition.

Record Definitions
– Record Naming Conventions
S1
• R_ Identifies work record definitions for SQR reports.
S2
S3 • AUDIT_ Identifies record definitions that store audit information for other record
definitions in the database.
S4
S5 • WEBLIB_ Identifies record definitions that store internet scripts. Internet scripts are
generally located in Field Formula PeopleCode events.
S6
• FUNCLIB_ Identifies record definitions that contain written PeopleCode functions, as
S7 opposed to built-in functions. These self-developed functions are generally
located in FieldFormula events, and the records are usually derived
S8
S9 • DERIVED_ Identifies shared record definitions (across an application module or
group) that have fields for PeopleCode events.

Record Definition
S1 • Creating a New Record

S2 1. Select File, New.
S3 2. Select Record.
S4
3. Click OK.
S5
4. The object workspace appears so that you can
S6
build a list of fields in a record definition.
S7
S8
S9

Creating A New Record
S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
Object WorkSpace where the related
S5 fields are populated to form a Record
S6
S7
S8
S9

S1
S2
S3
S4 Fields are now inserted into record
S5
S6
S7
S8
S9

Record Definition
S1 • Opening an Existing Record

S2 1. Select File, Open.
S3 2. Select Record from the Definition Type list.
S4 3. Click Open.
S5 4. In the Open Definition dialog box, enter the first lette
S6 of the record for which you are searching.
S7
5. Click Open
S8
S9

Opening an Existing Record
S1
S2
S3
S4
S5
S6
S7
S8
S9

Opening an Existing Record
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Definition
S1 – Manipulating Fields in Record Definition

S2 1. Add fields
S3 2. Reorder fields
S4 3. Move fields
S5 4. Delete fields
S6 5. Rename fields
S7
S8
S9

Record Definition
S1 • Manipulating Fields in Record Definition

S2
S3
1. Inserting Fields into Records
S4
S5
Inserting can be done in three Ways:
S6
1. Using the project workspace tree.
S7 2. Using the Insert menu (Insert, Field).
S8 3. Dragging fields from existing records.
S9

Inserting Fields into Records
Inserting through Insert Menu

S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Definition

S2
S3
1. Inserting SubRecord into Records
S4  Select Insert, SubRecord to search, select, and insert subrecords into a
record.
S5
 A subrecord enables you to add a group of fields that are commonly used
S6 in multiple record definitions.
 A subrecord must be defined before it can be inserted into a record
S7
definition.
S8
S9

Inserting SubRecord into Records
Inserting through Insert Menu

S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Definition

S2
S3
2. Reordering Fields
S4
S5 • You can reorder the display of fields in the record definition by

S6 double-clicking the attribute name.
• To actually reorder the fields in the records, you must cut and paste
S7 or select the field and move it.
S8
S9

Record Definition

S2
S3
3.Moving Fields
S4  Moving Fields in the Same Record
S5  Moving Fields Another Record Definition
S6
S7
S8
S9

Moving Fields Another Record Definition
Selecting a Field to Move

S1
S2
S3
S4
S5
S6
S7
Moving into this Record
S8
S9

S1
S2
S3
S4
PeopleSoft System will ask
S5 for confirmation to
move from one record
S6 to another record
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

Pasting into Another Record

S1
S2
S3
S4
S5
S6
S7
S8
S9

Moved the Field to Another Record
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Definition
S1
– Manipulating Fields in Record
S2 Definition
S3
S4
4. Deleting Fields
S5 – Select the field that you want to remove and press the DEL (delete)
key. .
S6
– When the system prompts you to confirm the deletion, click Yes.
S7 – if you delete a field from a record definition, you must also delete it
from any pages on which it appears
S8 – Modify or remove PeopleCode when you find references to the
deleted field.
S9
5. Renaming Fields
Discussed in Yes-V Software Solutions (P) Ltd.,
earlier slides 104
Deleting a Field from Record
Definition
S1
S2
S3
S4
S5
S6
S7
S8
S9

Definition
S1
S2
S3 Asking for Confirmation

S4
S5
S6
S7
S8
S9

Definition
S1
S2
S3
S4
Once you Click yes, the Field will be deleted.
S5 After that save the record
S6
S7
S8
S9

Record Definition
S1
• Renaming Record Definition
S2 1. To rename a record definition:
S3
2. Select File, Rename.
S4
3. The Rename Definition dialog box appears.
4. Select Record from Definition Type.
S5
5. Click Rename.
S6
6. Select the record and click Rename.
S7
7. A rectangular box appears around the name.
S8
8. Enter the new name and press ENTER.
S9

Renaming Record Definition
S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7 Allowing you to
Rename the Record
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
Close the records before renaming
S9

S1
S2
S3
S4
S5
S6
Record has been renamed
S7 Click Yes to Confirm Rename
S8
S9

Record Definition
S1
• Deleting Record Definition
S2 1. Select File, Delete.
S3
2. Select the record definition to delete.
S4
3. Click Delete.
4. Warning! When you delete a record definition, the
S5
system automatically deletes any PeopleCode that is
S6 associated with the record.
S7 5. Click Yes if you really want to delete the record
S8 definition.
S9

Deleting Record Definition
S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6 Select a Record and Press Delete.

It will ask for confirmation. Click Yes
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8 Confirm Deletion by clicking yes close the record

prior performing the
S9 deletion operation

Record Definition
• Printing Record Definition
– Select File, Page Setup to
change any of the print record
S1 defaults.
The system retains your changes until
S2 you reset them again. The Page
Setup dialog box appears.
S3 – Select the options for print.
• Definition
S4 • PeopleCode
• Graphics
• Margins
S5 • Header
• Footer
S6 • Border
• Border Space
S7 – Click OK when you are done to
close the Print Setup dialog box
S8 and save your settings.
S9 – Select File, Print.

Record Definition
S1
• Properties
S2 1. Record Properties
S3 2. Record Field Properties
S4
S5
1. Record Properties
S6
Record Properties has two tabs
S7 1. General Tab
S8 2. Use Tab
S9

Record Properties
Record Properties
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Properties – General Tab
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Properties – Use Tab
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Definition
S1
2. Record Field Properties
S2
S3 – They are specific to a single record definition and

S4 are stored with the record
S5 – To edit record field properties from a record
S6 definition, select Edit, Record Field Properties
S7 from the PeopleSoft Application Designer menu.
S8
S9

Record Definition
S1
2. Record Field Properties
S2
S3  Record Field Properties has Two Tabs

S4  Use Tab
 Edit Tab
S5
S6
S7
S8
S9

Record Field Properties
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Field Properties – Use Tab
S1
S2
S3
S4
S5
S6
S7
S8
S9

Record Field Properties – Edit Tab
S1
Prompt Table
S2
S3
S4
S5
S6
S7
S8
S9

Prompt Table
S1 – Prompt Table are used to provide users with look

S2 up that shows the valid values for the Field
S3 – Three types of Prompt Table
S4 • Drop-Down List Box
S5 • Calendar Drop-Down
S6 • Prompt Button
S7
S8
S9

Prompt Table - Example
S1
S2
S3
S4
S5
S6
S7
S8
S9

Prompt Table – Required
Properties
S1
S2
S3
S4
S5
S6 Now the values from the specified table

will become the Valid values for the
S7 field in this table
S8
S9

Simple 9 steps
S5 5. Create Component Definition.
S6 6. Include pages into component Definition.
S7
S8
S9

Building SQL Tables and Views

Build Process
S1
• The Build process uses Data Definition Language
(DDL) to construct a physical database component
S2
that is based on the associated record and field
S3
definitions that you created. With the Build
S4
feature, you can create the following:
S5
• Tables
S6
S7
• Indexes
S8
• Views
S9 • Triggers

Record Build Process
S1 Build Menu
S2 • Once the Record Definition has been created ,it is
S3 Build using the Build Menu.
S4
S5 • When you choose to build a item from the Build

menu, the tasks for creating or running SQL scripts
S6
that define the underlying database components
S7 are included in the Build dialog box.
S8
S9

S1
Build Menu – Build Dialogue Box
S2
S3
S4
S5
S6
S7
S8
S9

Build Menu
S1 The settings for the Build process,
S2 also called Build Settings, enable
you to configure various aspects
S3 of the process. Depending on
S4 which build option you are
running, your settings will vary
S5
S6
S7
S8
S9

S1
Build Menu – Settings
S2
S3 Specifying Create Options
S4 – Table Creation
S5 Options
S6 – View Creation
S7 Options
S8 – Index Creation
S9 Options

S1
Build Menu – Settings
S2
Specifying Alter Options
S3
• Drop Column Options
S4
• Change Column
S5
Length Options
S6
• Alter Any
S7 • Alter Table Options
S8
S9

S1 Build Menu – Settings

S2
S3 Specifying Logging Options

S4 – Logging Level
S5 – Logging Output
S6
S7
S8
S9

S1 Build Menu – Settings

S2
S3 Specifying Scripts Options

S4 • Script File
S5 • Script File Options
S6 • File Overwrite
S7 Options
S8
• Script File Name
S9

S1 – Selecting the Build Scope

• The Build feature includes
S2
three different scopes
S3 that determine the size of
your build project.
S4
– Current Definition
S5 – Project
S6 – Select Definition into
Project
S7
S8
S9

S1 – Creating Tables
S2 • It prefaces each new application SQL table with PS_
S3 to identify it as an application that was built using
S4 PeopleTools.
S5 • The Create Table process creates a new application
table based on parameters defined in the record
S6
definition. When a new table is created, the DBMS
S7
updates the System Catalog tables to reflect the
S8 attributes of the new table.
S9

Build Process – Creating Table
– Open the project for which you want to build SQL tables.
S1
– Select Build, Project.
– From the Build menu, select the appropriate scope of your build.
S2
– Select Create Tables in the Build Options group box.
S3 – Select one of the Build Execute options.
S4 – Click the Settings button in the Build dialog box to set user-defined
defaults.
S5
– Select the appropriate settings on the Create tab.
S6 – Select the Logging tab.
S7 – Set your logging levels and associated options
S8 – Select the Scripts tab.
– Specify your script file options.
S9
– Click OK to close the Build Settings dialog box.
– In the Build dialog box, click the Build button to run your build option.
S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
All the Tables in the
S6 Project are listed
S7
S8
S9

Specify all the Required Options

S1
S2
S3
S4
S5
S6
S7
S8
S9

Build Process – Creating Views
• Clone a record definition.
S1 – Open an existing record definition.
– Select File, Save As.
S2 – Specify the name of the view that you want to create.
• Delete and add the appropriate fields.
S3 • All columns that are selected in your view should have a corresponding field in
the record definition.
S4 • Set the record type to SQL View.
– Select the Record Type tab for the record definition.
S5 – Select SQL View in the Record Type group box.
S6 • Click the Click to open SQL Editor button.
• The order in which you list the columns in your SQL SELECT statement should
S7 match the order that you specified in the record definition.
• Save the record definition.
S8 • Select Build, Current Definition to create the view in the database.
• Select the Create Views check box under Build Options.
S9
• Click Build.

S1
S2 Select SQL View

S3
S4
S5
S6
S7
S8
S9 Click SQL Editor to write SQL Query

S1
S2
S3
Write the SQL Query and Save the View
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4 Click Build
S5
S6
S7
S8
S9

Build Process – Alter Table
When to Alter Tables
– The following record definition changes affect
S1 synchronization with the application table and require an
Alter process:
S2 • Add or delete a field on the record.
S3 • Modify the length of a field.
• Change the required status of a field that is Date, Time,
S4 DateTime, or Long.
S5 – The Alter Table process is similar to the Create Table
process, except that it does not drop existing application
S6 data tables and the data that they contain.
S7 – You can select both Alter Tables and Create Tables to run
concurrently, as long as the Skip table if it already exists
S8
option is enabled on the Create tab in the Build Settings
S9 dialog box.

Altering a Table
S1
– To alter a table:
S2 1. Open the project for which you must perform an alter.
2. From the Build menu, select the appropriate scope of your build.
S3
The Build dialog box appears.
S4 3. Select Alter Tables from the Build Options group box.
Selecting the Alter Tables option automatically selects and disables the
S5 Create Indexes and Create Trigger (only if triggers are needed)
option. In the Build Execute Options group box, only the Build script
S6 file option is enabled.
S7 4. Click the Settings button in the Build dialog box to set user-defined
defaults.
S8 Select the appropriate alter, logging, and scripts settings.
S9 5. In the Build dialog box, click Build to run the Alter Tables process.
When the process completes, check any errors listed in the log file.

S1 • Confirming Your Table Alter

S2
To confirm your table alter:
1. Review the SQL script that was generated by the Alter
S3
process.
S4 2. Use your native SQL command processor to open the SQL
S5 script. The script is located where you specified on the
Scripts tab of the Build Settings dialog box.
S6
3. Run the script against your database.
S7
4. Use your query tool and SQL Select statements to confirm
S8 that the Alter Tables process has created an application table
S9 that corresponds to your record definition and has updated
the system catalog tables.

S1
S2
S3
S4
Click Build
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

-- Start the Transaction SQL FILE
-- Create temporary table
S1 CREATE TABLE PSYDEPTREC1 (DEPT_NAME VARCHAR2(10) NOT NULL,
EDEPT VARCHAR2(20) NOT NULL,
S2 HDT_LASTUPDATED_BY VARCHAR2(25) NOT NULL,
V_DATE DATE) TABLESPACE TLLARGE STORAGE (INITIAL 40000 NEXT 100000
S3 MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10 PCTUSED 80
/
S4
-- Copy from source to temp table
S5
INSERT INTO PSYDEPTREC1 (
S6 DEPT_NAME,
EDEPT,
HDT_LASTUPDATED_BY,
S7
V_DATE)
SELECT
S8 DEPT_NAME,
EDEPT,
S9 HDT_LASTUPDATED_BY,
V_DATE
FROM PS_DEPTREC1
/
SQL FILE
-- CAUTION: Drop Original Table
DROP TABLE PS_DEPTREC1

S1 /
S2 -- Rename Table
S3 RENAME PSYDEPTREC1 TO PS_DEPTREC1

/
S4 COMMIT
/
S5
-- Done
S6 CREATE UNIQUE INDEX PS_DEPTREC1 ON PS_DEPTREC1 (DEPT_NAME,
EDEPT) TABLESPACE PSINDEX STORAGE (INITIAL 40000 NEXT 100000
S7 MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10
/
S8 COMMIT
/
S9

S1
S2
S3
S4
S5 Click Build
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
5 Columns are there
S7
S8
S9

S1
S2
S3
S4
S5 4 Columns are there

S6
S7
S8
S9

Simple 9 steps
S1
1. Create Field Definition
S8
S9

Page Definition

Page Definition
• Pages are the graphical interface between users and your

S1
application database
• Using PeopleSoft Application Designer, you can create, modify,
S2 and delete page definitions in your PeopleSoft system.
S3 • Page design depends on the type of data that the user plan to
access and maintain.i.e,
S4
– page may refer a single record definition
S5 – It may refer multiple records
S6
S7
S8
S9

Creating New Page Definitions
S1
S2
Creating new page definitions
S3
can be done by the following
S4 two ways:
S5
• Create a blank page by
selecting File, New, and Page
S6 from the menu
S7
S8
S9

Creating New Page Definitions
• Clone a page definition by

S1
selecting File, Open from
S2 the menu, specify Page
for the definition in the
S3
Open Definition Dialog
S4 box, select a page, click
the open button, then
S5
select File, Save As and
S6 enter the new page name,
click OK.
S7
S8
S9

Including The Record Fields Into
Pages
S1
Drag fields from a Record onto a
S2 page:
S3 • Open an existing record definition
by selecting File, Open, Record
S4 from the menu
S5 • drag field definitions from the
record to the page
S6
• double-click the new page field to
S7 set the properties
S8
S9

Including The Record Fields Into
Pages
S1
S2 Drag Record fields from the Project

Workspace onto a page :
S3
• Open the project, drag record fields
S4 from the project workspace to the
page, and double-click the new page
S5 field to set the properties.
S6
S7
S8
S9

Level-based Controls
To accommodate a variety of page designs, PeopleSoft created three level-
S1 based controls.
• The three level-based controls are:
S2
– Grids
S3 – Scroll areas
– Scroll bars
S4
Why level-based controls?
S5 – We some times need few of the field controls to display multiple
rows or occurrences of data
S6 – To do this, we add a level-based control—a scroll area, a grid, or a
scroll bar.
S7
– We can then add, edit, delete, find, and scroll through multiple
S8 occurrences of data in a page control or group of controls.
S9

Levels
Levels and Runtime Processing
S1 • Levels play an important role in runtime processing. The component
processor relies on the level at which you place a field on a page to
S2 determine how to process any PeopleCode attached to the field in the
record definition.
S3 • These levels are referenced as occurs levels on the “Record tab” in the
“properties” dialog box for the level-based control that you are setting.
S4
S5 Level 0
• This is the first occurs level on a page.
S6 • This level is reserved for the primary key fields that are used to search for
pages
S7 • This is the nonscrolling area that directly relates to the key information of
the underlying record.
S8 • Level 0 information is usually display-only with data that the user entered
on the initial search page.
S9
• There are four levels in each level-based control

Levels
Levels 1–3
• These levels include the scrolling data that is related to the Level 0,
nonscrolling data.
S1 • Level 1 is subordinate to Level 0; Level 2 is subordinate to and nested in Level
1.
S2 • Level 3 is subordinate to and nested in Level 2. User can nest level-based
controls up to 3 levels.
S3 • It is possible to have a page that contains no level-based controls, making all
fields set to Level 0.
S4 • This is particularly true for secondary or subpages that contain few data entry
fields.
S5 • The default occurs level for a control is set to 1 in the properties dialog box.
• If you place a field in or below that control, it is also set to Level 1 in the Order
S6 grid, even if it is another level-based control.
S7 • Use Set to Level 0 feature of the horizontal rule control to restart the occurs
level count on your page.
S8 • User can also add any number of level-based controls at the same level
• We can nest up to three levels of scrolls or grids on the page.
S9

Various Page Controls In A Page
S1
S2
S3
S4
S5
S6
S7
S8
S9

Level-based Controls At Same Level
• Any number of level-based controls (scroll areas or grids) can be present at the same
level.
Example: scroll area and a grid, both at Level 1.
S1
S2
S3
S4
S5
S6
S7
S8
S9

Nesting Level-Based Controls
Compensation page: There are 2 rate codes for each compensation
action in the Level scroll area.
S1
S2
S3
S4
S5
S6
S7
S8
S9

Nesting Up to 3 Levels
• EXAMPLE
• The “Additional Pay 1” page shows three levels of data that can be entered, two of
which are nesting scroll areas in the Earnings scroll area.
S1
S2
S3
S4
S5
S6
S7
S8
S9

Keys for Accessing Pages
Prompt Fields:
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 prompts or look up buttons.
There are three types of prompts:
– Drop-down list box.
 This is a small list that opens below a field in the current page.
S1
 To use a drop-down list box, click the down arrow inside the field and select the
S2 required value.
– Calendar drop-down prompt
S3  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.
S4
 Prompt button
S5  A prompt or lookup button opens a lookup page in the user’s browser populated with
up to 300 available values for that field.
S6  In PeopleSoft Application Designer, associate a prompt with a page control by
selecting the “Show Prompt Button” check box from the Display Options on the
S7 Record tab of the properties dialog box
S8  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 display the prompt button.
S9
Prompt Fields
S1
S2
S3
S4
S5
S6
S7
S8
S9

Derived Records And Associated
Pages
Derived and Work Fields
S1 – A field from a derived or work record can be used to store a temporary value
that PeopleCode uses to determine the values of other field controls on the
S2 page.
Hidden Pages
S3
– Hidden pages are work pages that are associated with derived or work
S4 records and are often used in work groups.
– These pages are created when calculations need to be performed in the
S5
background by PeopleCode that the user does not need to see.
S6 How
S7 • A page can be made Hidden by selecting the Hidden check box in the
component grid as you set the component definition.
S8
S9

Page Definition Toolbar
Click the Properties button to open the Page Properties dialog box
S1 (ALT+ENTER).
S2
Click the Select Group button to select several
S3 controls at once
S4 Click the Project Workspace button to display or hide the project

workspace (View, Project Workspace
S5
or ALT+0).
S6
S7 Click the Toggle Grid button to display or hide the page grid (View,
Show Grid or CTRL+G).
S8
S9

Page control tools
Frame Edit box
S1 Group box Long edit box

S2
Horizontal rule
Push button or link
S3
S4 Static text
Radio button
S5
Tab separator
Grid
S6
S7 Check box Scroll area

S8
Drop-down list box Scroll bar
S9
Secondary page Subpage

Adding Page Controls
Using the Page Control Toolbar

S1
Page controls can be added by
S2 using the page control portion
of the page definition toolbar
S3  When a Page Control Toolbar
S4 button is clicked, the cursor
changes to a cross-shaped icon
S5 or hand depending on the page
control type selected and move
S6 the cursor to a position on the
S7 page and click once.
S8
S9

Adding page controls
Using the Insert Menu

S1
• Select the control from the
S2 Insert menu, the cursor
changes to a cross-shaped
S3
icon or a hand, depending
S4 on the control type
selected, move the cursor
S5
to a position on the page
S6 and click once.
S7
S8
S9

Page control tools
Frames
S1 Frames are used to visually
organize information on the
S2 page.
How to insert a frame?
S3
S4 • Click the Frame button

S5 on the toolbar, or select
Insert, Frame.
S6 • Drag the frame upon the
area you want.
S7
• To deselect the frame, click
S8 anywhere outside of the
frame on your page
S9 workspace.

Page control tools
Setting Frame Label and Display

options
• Select the frame and double-click,
or right-click on the frame and
select page Field properties from
the popup menu.
• Access the page field properties
dialog box, label tab.
• Enter a brief Text description of
the function of the control within
the frame

Page control tools
Frames:
Select the style for the frame
S1 • You can control the color and line thickness
of a frame by specifying the style.
S2 Select the Hide Border Checkbox
• Select this check box if you want to hide the
S3 frame’s border.
• Use this, if you want to use the style to
S4 shade only the background of the framed
area or to apply other styles.
S5
• If you select this option, it will override any
S6 border option specified in a style.
Select the Adjust layout for Hidden Fields check box
S7 • This option enables automatic vertical
adjustments to the frame size when hidden
S8 fields are present.
S9
.
Page control tools
Group Box Control:
• To arrange related fields on a page.
S1 • We use a group box to surround and
identify a group of related radio
S2 buttons .
• Like a frame, you can resize a group
S3
box.
S4 To link group boxes to record definitions
• Open the page field properties dialog,
S5 Record tab.
S6 • Select a record name and a field
name.
S7
Check Box Control
S8
S9 Used if a data entry fields have one of the
two values (yes or no).
Page control tools
To link Check Box with associated
S1
record definitions
S2 • Open the Page field Properties
dialog, Record tab.
S3
• Select the record name and
S4 field name from the drop down
boxes.
S5
• Enter the “On value” and “Off
S6 value” for the check box.
S7
S8
S9

Page control tools
S1 Radio Button Control

Represent one value for a control
S2
with multiple defined values.
S3
S4 You can add radio button in groups.

Only one button in a group can be
S5 turned on at one time.
S6
S7
S8
S9

Horizontal Rule Control
Used:
S1 • To add horizontal lines to user
page.
S2 • As a visual break between
controls.
S3
To draw a horizontal rule and set
S4 label Properties:
• Click the horizontal Rule
S5 button,
S6 • Or select Insert, Horizontal
Rule.
S7 • Draw a horizontal line to the
desired length on the page.
S8 • Open the Page Field Properties
dialog box, label , select the
S9
style to control the line color
and line thickness of a
horizontal rule.
Horizontal Rule Control
• The horizontal rule also serves
as functional separator of fields
S1 and levels in the order tab of the
S2 page definition.
• Check the “ Set to Level 0”
S3 option if user want to add
S4 stand-alone fields, such as push
buttons or hyperlinks below a
S5 level-based control, such as a
scroll area.
S6
• Select the Set to Level 0 to force
S7 the horizontal rule to be listed at
level 0 in the Order tab.
S8 • Select the Multi-Currency Field
S9 option if the field is associated
with multi-currency processing.
Static Text Control
Used:
S1 To add text to the page.
To describe a control, page or group of controls.
S2 This is a display-only alphanumeric field with a maximum length of 30
S3 characters.
To insert a static text field:
S4 Click the Static Text button on the toolbar, or select Insert, Static text.
S5 Position the text field button on the page.
S6
S7
S8
S9

Drop Down List Control
To insert a drop down list:

S1 • Select the Drop Down list button
on the toolbar, or select Insert,
S2 Drop Down List.
• Drop down lists are used to
S3 select one from a list of three or
more possible values.
S4 Associate the drop down list with a
field.
S5 – Use the page field properties
dialog, Record tab to associate
S6 the drop down list with a field.
– Select style to set the font and
S7 color attributes of user drop
down list data.
S8 – Set the field size for the drop
down list.
S9

Scroll Controls
• Scroll Controls include Scroll areas and scroll bars.
S1
• Scrolls, Record Relationships, and Page Processing :
S2 • When you have more than one record definition on a page, the Scroll
S3 Controls in page processing is very important.
• Scrolls define Parent/child record definition relationships on a page.
S4 • The Occur Level to each scroll indicates the relationship among the record
S5 definitions.
• The primary record on the page is at Level 0 and no scroll or Occurs Level
S6 associated with it.
S7 • The subordinate record to the primary table will be at level 1.
• A table subordinate to level 2 record has a scroll area with an Occurs Level of
S8 2.
S9 • Nesting cant be beyond 3 levels

Scroll Area Control
The scroll area is some thing like group box filled with various controls.
S1
S2
S3
S4
S5
S6
S7
S8
S9

Scroll Area Control
To Insert a scroll area:
• Click the Scroll Area button ,
S1 on the toolbar or select Insert,
Scroll Area.
S2 • Drag the Scroll area to
reposition it on the page as
S3 desired.
S4 To assign general properties to a
Scroll area:
S5 • Double click on the scroll area,
or right-click to access the page
S6 field properties dialog box,
General tab.
S7 • Type in the page Field Name of
the page in which you have
S8 placed the Scroll area.
S9

Scroll Area Control
S1 To assign general properties to a Scroll area:
S2
• Set the Occur Level for the Scroll Area
S3 – The occur level indicates the relationship among the record definition and the
controls on the page .
S4 – It determines how the data is processed.
S5 • Set the Occur count or select Unlimited Occur count if desired.
S6
S7
S8
S9

Scroll Bar
To Insert a Scroll bar:
S1 • Click the Scroll Bar button on the toolbar, or select Insert, Scroll Bar.
• When a hand-shaped icon appears, position the pointer where the user
S2 want the upper left corner of the scroll bar to begin.
S3 • Press and hold down the left mouse button as user drag the hand
diagonally downward to where the lower right corner of the scroll bar
S4 should be.
• Release the mouse button.
S5
• Position and size the length of your scroll bar so that all the fields
S6 controlled by the scroll bar are located to the left of it.
S7
S8
S9

Scroll Bar
S1
S2
S3
S4
S5
S6
S7
S8
S9

Scroll Bar
Scroll Bar use Properties of the
• Click the Use tab or select the selected scroll Bar
S1 scroll bar and double-click to
access the page Field Properties
S2
dialog, Use tab.
S3 • Set Scroll Attributes:
– Set the Occur Level and the
S4 Occurs Count.
– In the page control order list,
S5 controls beneath the Scroll bar
will repeat as many times as the
S6 Occur Count on the scroll bar
above them.
S7 – When the Application Processor
encounters another scroll area,
S8 scroll bar, or push button, it
stops repeating the controls.
S9

Grid control
• Grids are tables consisting of
S1
navigation bars, columns,
S2 column headings, rows and row
headings.
S3 • User can use gird instead of
S4 scroll area or scroll bar to
manage multi-row set of data.
S5 • Each row in grid corresponds to
S6 set of controls in a scroll
occurrence.
S7 To Insert a grid control on a page:
S8 Click the Grid button on the
toolbar, or select Insert, Grid.
S9

Grid control
S1 Grid General Properties

• This is used to associate the
S2 record containing most of the
S3 fields you will use in the grid
and the occurs level.
S4 • Enter the main record
associated with the grid control
S5
i.e., record that contains most
S6 of the fields that you want to
use in the grid.
S7 Note: Any field you display in the
S8 grid that are not from Main
Record should be display only
S9 or related fields

Grid control
S1 • Enter the page Field Name.

S2 • Enter the Occurs Level to
designate the hierarchical
S3 parent child relationship.
• Set the Occurs count value to
S4
control the number of rows to
S5 display to the user.
• Select the Unlimited Occurs
S6 Count check box, if desired.
S7
S8
S9

Adding page controls
subpage control
• A subpage is a predefined, presized group
S1 of controls.
• Subpages are a powerful means of
S2 factoring out commonly used page
functionality in your application
S3
Example: A address control is defined on a
S4 separate subpage definition that you
might use on many different pages.
S5 Defining a Subpage:
How to define a Subpage?
S6
– Select File, New, Page.
S7 – Select File, Object properties or press Alt-
Enter to access the page properties dialog.
S8 – Select subpage in the page Type drop
down list.
S9 – Select the size of the page.
– Set the “Adjust Layout for Hidden Fields” if
necessary.
– Set Deferred Processing Mode if desired.

Inserting A Subpage Into A Page
• Open the page on which you want to
S1 insert the subpage.
• Select Insert, SubPage.
S2 • The Insert Subpage dialog box appears.
• Select a subpage definition.
S3
• Specify the name of the subpage that
S4 you want to insert into the open page
definition.
S5 • Select a record definition in SubPage
Record Name Substitution group box.
S6 • The subpage writes its fields to a generic
record. Specify the application-specific
S7 record name to which you want the
information in the subpage written.
S8 Note. All of the fields in a subpage must be
associated with fields of a subrecord in
S9 the specified record definition.
• Click OK.

Changing Informational Subpage
Labels
S1 • Open the Subpage Properties dialog box.

• Note that the Subpage tab displays the information you entered on the
S2 Insert Subpage dialog box.
S3 • On the Label tab, enter your informational text label.
• Enter the Page Field Name in the General tab.
S4
S5
S6
S7
S8
S9

Defining Secondary Pages
To insert a secondary page
S1
control on a primary page:
S2 • Select Insert, Secondary Page.
• Select the primary page on
S3 which you want to display the
secondary page control.
S4
• The secondary page control
S5 appears like a small push
button with the secondary
S6 page icon on it. This control is
invisible at runtime.
S7 • Double-click the control to
access the Secondary Page
S8
Properties dialog box:
S9 Secondary Page tab.

Using Secondary Pages
secondary page is just another page to the
S1
user at runtime, they look and behave
S2 differently than the primary pages.
example:
S3
• You can view a secondary page from its
S4 primary page only.
• A secondary page should have OK and
S5
Cancel buttons so that the user can
S6 dismiss the page (accepting or
canceling input) and return to the
S7 primary page.
S8 • To offer the user alternative buttons to
dismiss the page, disable the default
S9 OK and Cancel buttons in the Page
Properties dialog box.

Including Secondary Pages Into Primary Page
S1 Secondary Page or a Push Button?

• There are two ways to associate a secondary page with a primary page:
S2 • Insert a push button or link and associate it with your secondary page.
• This automatically displays the secondary page when the user presses the
S3 button or clicks the link and is the preferred method. Use this method when:
– No procedural PeopleCode logic is necessary before the secondary page is displayed
S4 (PeopleCode can be used on the secondary page just like any other page).
– You want to control the formatting of the information (therefore you want to use a
S5 page, and not use the Prompt function).
– The secondary page is used more than once.
S6 • Insert a secondary page control.
• This control looks like a command push button, but it is invisible at runtime.
S7
the Address page contains an Email link at the bottom of the scroll area. This link
S8 opens the Email Addresses page, enabling the user to enter email address
information.
S9

Including Secondary Pages Into Primary Page
S1
S2
S3
S4
S5
S6
S7
S8
If destination is secondary page,
S9
Secondary page groupbox will be
enabled.

Example Of Secondary Page
The 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.
S1
S2
S3
S4
S5
S6
S7
S8
S9

Setting Page Field Properties for
Controls
The page field properties of a page control determine how the page control
look and function in your application page
S1
The page field properties dialog box of a page control is obtained by
S2
S3 1. Double-clicking the control

2. Selecting the Page Field Properties from the Edit menu
S4 3. By the pop-up menu, which is activated by a right-click on the control
S5 .
S6
S7
S8
S9

Setting page field properties for
control
The page control properties
dialog boxes have the
S1 following tabs:
• Label – Sets the label that
S2 appears on the control.
S3 • Use – Defines how to use the
control on the page, such as
S4 display-only, invisible, or
hidden. This is also used to
S5 manipulate controls on
multiple level pages, to define
S6 display and related control
fields, the processing of the
S7 control.
S8 • General – Specifies an
optional internal page field
S9 name that is referenced by
the page .
Setting Page Field Properties
S1 • Right Click on a particular

record field, it displays a
S2 popup menu from where
S3 you can select Page Field
Properties.
S4
S5
S6
S7
S8
S9

Setting Record Tab Properties
If the field is dragged from a
record in the project workspace,
that record name gets selected.
Setting Record Properties
S1
S2 Record Name – Select the name of

S3 the record definition where
the field is located. If the field
S4 is dragged from a record in the
project workspace, that record
S5 name gets selected.
S6 Field Name – Select the name of
the field from the list of fields
S7 of the selected record, to
which the page control has to
S8
be associated.
S9

Setting Record Properties

S1
• Style – Set the font and color
S2 attributes of your control data. Each
page control has a default style class
S3 associated with it, which controls
how the page control appears. The
S4 default style class for an edit box is
PSEDITBOX.
S5
• Size – After the control is linked with
S6 a record name and field, the system
automatically calculates the page
S7 control size. Three size options are
available:
S8 • Average – Provides sufficient size to
display the field control length in
S9 average-width characters.

• Maximum - Provides sufficient

S1 size to display the field control
length in maximum-width
S2 characters.
• Custom – Enables you to define
S3 a custom size for edit boxes that
are not display-only.
S4 Alignment
S5 • Auto – Left-justifies the contents
of character fields and right-
S6 justifies the contents of number
and signed number fields.
S7 • Left – Left-justifies the contents
of the field. If the field is not
S8 display-only, the alignment is
always left-justified and if the
S9 field is display-only, the system
uses the alignment that you
specify.

• Right – Right-justifies the contents

S1 of the field.
S2 • Family Name – This display-only
field displays the current family
S3 name, which was set when the field
was created.
S4 • Display Name – Select an option to
override the display format that is
S5 associated with a field.
S6
S7
S8
S9

• Display Options
– Display Zero – Select this option
S1
if the page controls are numeric
S2 and a zero value has to be
displayed instead of a blank field.
S3 – Display Century – Select for date
S4 fields to enable users to enter a
date with a 4-digit century. If this
S5 option is not checked, the
century is automatically set to
S6 the century of your system date.
S7 – Password – Select to hide the
value that is entered in a page
S8 control. This option causes
characters in this control to
S9
appear online as asterisks.

– Currency Symbol – Select to

S1
display a currency symbol in
S2 the field.
– Show Prompt Button – Select
S3 to display a prompt button
S4 next to the edit box, which
enables the user to look up
S5 valid values for that field.
S6
– 1000 Separator – Select if the
S7 contents of the page control
are numeric and you want to
S8
insert thousand separators to
S9 make the numbers easier to
read.

– Auto Fill – Select to have the

S1 system automatically populate
the page control with the
S2
character specified in the Fill
S3 Character field. Auto Fill can
affect the actual value of the
S4 control, not just the visual
representation.
S5 – Auto Decimal – Select to insert a
decimal point automatically if
S6 none is provided in the data that
is entered into the control.
S7
– Display Time Zone – Select if you
S8 are setting the properties for a
Time or a DateTime field and you
S9 want to display the related time
zone.

S1 – Enable Spell Check – This

option is for edit or long
S2 edit boxes only, to enable
S3 the user to check spelling
on field content.
S4
• Fill Character – Enter a
S5 character to replace
S6 blank spaces in an edit
S7 box when the contents
of the field are
S8
displayed. You can use
S9 any character as a fill
character.
Setting Label Properties
S1 • Type – Select the type of label.

The following options are available:
S2
– None – Select to display no
S3 control label on your page.
Used for related displays or
S4 invisible controls.
– Text – Select to display text that
S5 you enter in the Text field. The
default text is the long name for
S6 the field from the associated
record definition.
S7
– RFT Short (Record Field Table
S8 short) – Select to display the
RFT short name for the field
S9 from the associated record
definition.

– RFT Long – Select to

display the RFT long name
S1 for the field from the
S2
associated record
definition. This is the
S3 default.
S4  Label Text
S5  Text – Enter the text exactly
as it should appear on the
page. The default is Dummy
S6 Name until you assign a
record and field to the
S7 control.
S8
S9

• Label ID – The system

automatically inserts the
S1 long name or short name
from the record definition
S2 depending on the type of
option selected in Type
S3 options (RFT Long or RFT
Short). If Text is selected
S4 from the Type options, this
S5 option becomes display only
and the user is allowed to
S6 enter a value in the Text
S7
S8
S9

S1 – Insert Line Feed – Click to split your
control label into multiple lines at the
S2 position of the cursor in the Text
field. A thick vertical bar character
S3 appears in the Text field.
S4
• Style – Select to control the color, font,
S5 and other characteristics of a label.
S6 • Alignment
S7 • Left – Select to align the label to the left-
of-center horizontally. This is the default.
S8 • Centered – Select to center the label
horizontally.
S9 • Right – Select to align the label to the
right-of-center horizontally.

S1 • Position
– Left – Positions label to
S2 the left side of the field.
– Top – Positions label
S3 above the field.
S4 – Custom – Indicates that
the label has been
S5 manually moved on the
page.
S6 • Display Options
– First occurs only – Select
S7 to display the label only
with the first occurrence
S8 of a scroll area
– No colon – No colon
S9 appears at the end of the
label text.

Setting Use Properties
– Field Use Options
S1
 Display Only – Select to
S2
prevent users from
S3 modifying the contents of
the control during
S4 application data entry. The
system automatically selects
S5
Display Only when you select
S6 Related Field. This cannot be
cleared until you clear
S7 Related Field.
S8  Multi-Currency Field – Select
to identify the control as
S9 associated with
multicurrency processing.

S1  Invisible – Select to make

S2 the control physically
present on a page but
S3 invisible to users. An invisible
control field can be used as a
S4 display control field or it may
S5 be required for a
PeopleCode program that is
S6 associated with the page.
S7
S8
S9

S1  Display Control Field – Select to

indicate that the field controls
S2 another field on the same page
level. The controlled field is a
S3 related field.
 Show Label – Select to make the
S4 control label visible while the
control itself is invisible. This is
S5 selected only if Invisible is
selected.
S6
 Related Field – Select to
S7 specify that the contents of
this control are ruled by
S8 another control on the same
S9 page level, a display control
field.

When Related Field is

selected,
S1 Display Only option is
automatically selected. It also
S2 makes the Related Control
S3 Field drop-down list box
available for you to select the
S4 related control field
 Related Control Field – When
S5 you select Related Field, a list
of all controls on the page that
S6 are marked as display control
fields appears in a drop-down
S7 list box. Select the field to
which this control is related.
S8
.
S9

• Display-Only Appearance
S1 – Text Only and
Disabled Edit Control applies
S2 to edit boxes and drop-down
list boxes only.
S3
– Pop-up Menu – Pop-up
S4 menus are lists of menu items
that you can associate with a
S5 field on a page. At runtime,
the menu appears on a
S6
separate page as a list of links
S7 to related pages.
– Allow Deferred Processing
S8 – Check this check box to
S9 allow deferred processing

General Tab Properties
S1 • Setting General Properties

• Page Field Name – Enter a name
S2 for the page field that you are
creating. It does not appear as
S3 the label for the page field.
S4 • Enable as Page Anchor – Select
this to apply an “anchor” tag to
S5 the current page field on the
page.
S6 – This check box is cleared, by
default
S7 – the General tab contains only
the Page Field Name and Enable
S8 as Page Anchor settings (If it is
checked)
S9

View Record PeopleCode
• Page fields are associated with a

S1 specific record field. You can
access the PeopleCode for that
S2
record field from the page field in
S3 the page definition.
• To edit or add the record field
S4 PeopleCode,
 select View, View Record
S5 PeopleCode from a page.
S6  Select the PeopleCode event
type from the drop-down list
S7 box in the PeopleCode
editor, edit or add
S8 PeopleCode and save the
changes.
S9

Page Properties
Page Properties
S1 • Access the Page Properties
dialog box (select File, Definition
S2 properties), select the General Tab,
enter a description and any
S3 comments about the page and assign
an owner Id.
S4
S5
S6
S7
S8
S9

Use Tab Properties
Setting Use Tab Properties
• Page Type – Use the standard
S1 page, or select a subpage or a
secondary page from the drop-
S2
down list box.
S3 • Page size – Select a page size.
There are different types of page
S4 sizes to accommodate different
types of workstation monitors.
S5 • Additional Settings
S6 Pop-Up Menu – List of menu
items that can be associated
S7 with fields.
Allow Deferred Processing –
S8 Check this checkbox to allow
deferred processing.
S9
Refer Page 233 for explanations.

Saving Page
• To save your work, select File, Save or File, Save As.

S1
S2
S3
S4
S5
S6
S7
S8
S9

Simple 9 steps
S1
S2
2. Create Record Definition.
S8
S9

Creating Component Definition

Component
S1 • A component represents a complete business
S2 transaction.
S3 • It comprises either a single page or a set of pages that
are meant to be processed as one.
S4
• After you create pages, you add them to one or more
S5
components to access them through menus or in
S6 business processes.
S7
S8
S9

Creating a New Component
Definition
To create a new component definition:
S1
• With a new or existing project open in PeopleSoft Application Designer,
S2 select File, New.
• Double-click Component.
S3
• The new component definition appears in the workspace.
S4 To open an existing component definition:
• Select File, Open.
S5
• Select Component as the type.
S6 • Specify the selection criteria.
S7 • The component definition appears in the workspace.
S8
S9

Setting Component Properties
To open the Component Properties dialog box:
S1
• Open the component definition.
S2 • Select File, Definition Properties.
S3 • The Component Properties dialog box appears with the General
tab active.
S4
It contains 3 tabs
S5
• general
S6 • use
S7 • internet .
S8
S9

New Component Definition
S1
S2
S3
S4
S5
S6
S7
S8
S9

Setting Component Properties
S1 Setting General Properties

Description Enter a descriptive name for
S2
the component
S3 Owner ID
– View a list of applications with
S4 which this component is used. This
list is helpful to identify the
S5 applications that are associated with
the component during the
S6
application development phase.
S7
Last Updated View the date and time of
S8 the last modification made to the
component and the name of the
S9
user who made the modification

Access the Component Properties
S1 dialog box. Select the Use tab.
S2 Search record Specify the search
record for this component .
S3 Add search record Specify if you
S4 want a different search record
specifically for add actions.
S5
Force Search Processing Select to
S6 always run search logic
S7 (SearchInit PeopleCode) for this
component. The default is clear
S8 Detail page Specify the page that
you want for details.
S9

S1
Actions
S2 Add
– To add a new high-level key, such as
S3 a new employee ID or customer.
– used to insert a new current row or
S4 to update future rows.
Update/Display to update existing rows
S5 only.
Update/Display All
S6 • Select to update current and future
rows in an effective-dated record .
S7 • Use only with effective-dated
records.
S8
• Do not use these actions unless the
S9 main record that is associated with
the page definitions is effective-
dated.
• This is translated to include history
at runtime .
S1
Correction
S2
• Select to update any
S3
rows (history, current,
S4 and future) in an
S5
effective-dated record
S6
• Use only with effective-
S7 dated records.
S8 • This is translated to
correct history at
S9
runtime

S1
Disable Saving Page
S2 • Select when you want to hide
the Save button in the toolbar
S3 and disable the Alt+1 (Save) hot
key.
S4 • This prevents the user from
being prompted to save when
S5 exiting a page .
S6 • Used in which the user isn’t
making database changes and
S7 doesn’t need to be prompted to
save.
S8 – Restriction
• it doesn’t prevent using
S9 PeopleCode to save a
page with the DoSave()
or DoSaveNow()
functions.

S1
Include in Navigation
S2
• Select to include the
S3 component in the
S4 menu navigation at
runtime .
S5
• The default is selected
S6 .
S7 Mandatory Spell Check
S8 Select to ensure that spell
check is run on all
S9
eligible spell check
enabled fields in the
component when the
user saves the page
3-Tier Execution Location

S1
This section applies to Windows
S2 client applications only.
S3
Component Build
S4 • Specify where you want all
S5 processing to occur after the
key list of a page is selected and
S6 before the user can interact
with the page.
S7
• This includes building
S8 component buffers and running
S9 many types of PeopleCode .

S1
Component Save
S2 • Specify where you want all
processing to occur after
S3
the user saves the
S4 component and SaveEdit
PeopleCode validations
S5 have succeeded.
S6 • It includes SavePreChange,
WorkFlow, and
S7 SavePostChange
PeopleCode and updates
S8
S9
to the database .

S1
S2
Simple 9 steps
S3
S4
S5

Including Pages into Component

Adding Pages to Components
Pages can be added to components in 2 ways
S1
1.Using the Insert Menu to Add a Page
S2
– Open a new or existing component in the workspace and make the
S3 definition active.
– Select Insert, Page into Component.
S4
– Click Insert.
S5 – A list of available pages matching your search criteria appears.
S6 – Select the page that you want to add to the component.
– Click Insert.
S7 – The page that you selected appears in the component in the workspace.
S8 – When you are finished adding pages to your component, click Close.
– Save your component.
S9
– Component names can be up to 18 characters in length.

Component
S1
S2
S3
S4
S5
S6
S7
S8
S9

Adding Pages to Components
S1 2. Dragging a Page Into a

Component
S2 – To drag a page into a
S3 component:
– Open the project and
S4 component.
S5 – Drag pages from the
project workspace to
S6 the component
S7
S8
S9

Re-ordering Pages
Reordering Pages in a Component
• After you add pages to your component, you can change the order in
S1 which they appear in the component.
Steps:
S2
• Select a row number on the left-hand side of the component definition.
S3 • Drag the row to the correct position.
S4 • The page is inserted immediately below the highlighted line.
S5
S6
S7
S8
S9
Moving a page in a component

Component With Multiple Pages
S1
Multiple Pages in
S2 Component
a Component
S3
S4
S5
S6
S7
S8
S9

Defining Components
S1 • When you design pages of a
component, the pages should
S2 share the same basic key structure
because they share the same
S3 search record
Working With the Component
S4 Definition Window
• The component definition
S5 window has two tabs,
S6 Definition and Structure,
which provide different views
S7 of a component. Component definition view
Definition Tab
S8 • The default component
definition view displays the
S9
page items and corresponding
attributes of a component
definition.

Setting Page Attributes
Each page in a component

S1
has attributes. Each
S2 attribute is represented
S3 by a column in the
component definition.
S4
S5 Page Name Contains the

S6
read-only name of the
page definition. If you
S7 rename the page, this
S8 column is updated
S9 automatically .
S1 Item Name Contains a name

for each page in the
S2 component. This name
must be unique in the
S3 component and the default
S4
is the page name. This
name is for informational
S5 purposes only.
S6 Hidden Specifies whether the

page can be viewed by the
S7
user at runtime.
S8 Pages are usually hidden when
they are used in work
S9 groups or associated with
derived work records .

Item Label :
S1
– Serves as the default folder
S2 tab label, unless a different
label is specified.
S3 – The item label should be
unique for each page in a
S4 single component menu.
S5 – The folder tab label is
usually used when shorter
S6 names are needed for
folder tabs.
S7
Allow Deferred Processing:
S8 Indicates whether deferred
processing is active for that
S9 page in its property settings.

S1 Deferred Processing: Deferred

mode enables you to defer
S2 many of the conditions that
need server processing until
S3 running them on the
application server is required or
S4 requested. For example, when
a user exits a field that has a
S5 field-level event (like
FieldChange or FieldEdit
S6 PeopleCode, prompt validation,
related display, and so on) that
S7 event is not run until the next
transmission to the application
S8 server.
Deferred processing is the
S9 default mode at the field, page,
and component levels.

Setting Access Keys
S1 • We can set access keys by placing an ampersand (&) in the text of each
item label. Put the ampersand in front of the letter that you want to be
S2
underlined on the folder tab at runtime.
S3
S4
S5
S6
S7
S8 Item labels with ampersands (&)

S9

Structure Tab
S1 Structure tab:
S2
• The structure view shows
S3 records and scrolls in a tree
representation. Double-click
S4 the components in this view
and open their definitions
S5 • You can view the PeopleCode
that is attached to any of the
S6 components by right-clicking
and selecting the “View
S7 PeopleCode” menu option.
• The Component PeopleCode
S8 seen here is different from the
Record
S9 PeopleCode

Component Structure Tab
S1
S2
A key icon appears next
S3
to all key and alternative
S4 search key fields in the
component structure
S5 view.
S6
An asterisks icon
S7 appears next to all fields
S8 that are required.
S9

S1
Simple 9 steps
S2
S3
S4
Menu Definition

Menu
S1 A menu is a logical grouping for assigning security to your system.
You create a menu as a placeholder for components.
S2 Once you save your menu, use the Registration Wizard to assign
components and security.
S3
S4 You can create two types of menus using PeopleSoft Application

Designer:
S5
Standard (custom) menus provide an internal reference for
S6
components and pages. They are grouped logically into menu
S7 groups to assign security. They are not used for navigational
purposes.
S8
Pop-up menus appear when a user clicks a pop-up button.
S9

Creating Menu
S1 To create a new menu definition:

S2 1. From the PeopleSoft Application Designer toolbar, select File, New.
S3 2. Select Menu from the list.
3. Click OK.
S4 4. Select the Standard option for the menu type.
5. Click OK.
S5 The thick rectangle surrounding the bar item indicates that this
S6 element in the
menu definition is currently selected.
S7 The empty, dashed rectangle is a placeholder for a new bar item
label
S8 6. Assign a bar name and label.
S9 You can define multiple menu bars for the menu. Double-click the
rectangle to display the Bar Item Properties dialog box.

Creating Menu
S1 7.Enter the bar item name and label.
S2 The most commonly used bar item name is “Use.”
8. Click OK to accept the Bar Item Properties settings.
S3
9. Set the menu properties.
S4
10. Save the menu definition
S5
S6
S7
S8
S9

Creating Menu
S1
S2
S3
S4
S5
S6
S7
S8
S9

Creating Menu
S1
S2
S3
S4
S5
S6
S7
S8
S9

Creating Menu
S1
S2
S3
S4
S5
S6
S7
S8
S9

Setting Menu Item Properties
S1
To set the general and use properties for the menu
S2
definition.
S3 To define a menu item:
S4 1. In a standard menu definition, double click a menu item to access
it properties.
S5
2. Specify the menu item.
S6
S7 3. Select the Menu Item

S8 Component
PeopleCode
S9
Separator

S1
• 4 Click the Select Button
S2 • 5. Select an enabling component in the Open dialog box.
S3 • 6. Save the menu item if it has not been saved.
• 7. In the menu definition, right-click the menu item, then select
S4
• View PeopleCode
S5 • 8. Add a PeopleCode program in the menu item's ItemSelected
S6 • event
• 9. When you have finished typing the program, save the
S7 • PeopleCode program and close the PeopleCode editor
S8 • 10. Override the component search record.
• 11. Click OK to accept the settings.
S9
• 12. Save the menu definition.

Setting Menu Properties
S1
S2
S3
S4
S5
S6
S7
S8
S9

Setting Menu Properties
S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

Adding Components to a Menu
S1 Component Register Button
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

S1
S2
S3
S4
S5
S6
S7
S8
S9

Working with Existing Menu
Definition
S1
S2 • Add components to a menu.
S3 • Rename menu definitions.

• Copy a menu definition.
S4
• Delete menu items.
S5
• Uninstall menu definitions.
S6
• Print menu definitions.
S7
• Set up menu security.
S8 • Import menu groups into portals.
S9

Renaming Menu Definitions
 To rename a menu definition:
S1
 Close all open definitions in the definition workspace.
S2
 Select File, Rename.
S3
 The Rename Definition dialog box appears.
S4
 Select Menu from the Definition Type drop-down list box.
S5
 Click Rename.
S6
S7  From the list of available menus, double-click the menu that you want to rename.
S8  Type the new name over the name that is selected on the menu definition.
S9  Click Rename.
Note. If you rename a menu definition, be sure to manually rename the corresponding
registry entries.

Renaming Menu Definitions
S1
S2
S3
S4
S5
S6
S7
S8
S9

Copying a Menu Definition
S1
To copy a menu definition:
S2
 Open the menu definition that you want to copy.
S3
S4  Select File, Save As.

S5
 The Save As dialog box appears.
S6
 Type a new name for the copy of the menu definition.
S7
S8  Click OK.
S9
 You are prompted to save a copy of any PeopleCode that you
have associated with the menu definition

Copying a Menu Definition
S1
S2
S3
S4
S5
S6
S7
S8
S9

Deleting Menu Items
S1 To delete a menu item:
S2
 Select the menu item that you want to delete.
S3
 Select Edit, delete.
S4
 If you attempt to delete a menu item that is linked to PeopleCode, the system
S5 issues a warning.
S6  If you proceed to delete it, the linked PeopleCode menu items are also deleted.
S7  If you delete an item by mistake, before you perform any additional edits or
saves, select Edit, Undo to restore the menu item.
S8
S9
Note. When deleting menu items, remember to delete any corresponding registry
entries.

Deleting Menu Items
S1
S2
S3
S4
S5
S6
S7
S8
S9

Understanding Pop-up Menus
S1
Pop-up menus define the transition to another page—either a system-defined
S2 page containing a set of standard commands or a pop-up menu page that
was created and associated with the pop-up button by an application
developer.
S3
S4 You can also use pop-up menus to run a PeopleCode program. PeopleCode in
pop-up menus do not share the same limitations as PeopleCode in
S5 standard menus, so pop-up transition menus provide an effective
alternative to using command push buttons on pages. Pop-up menu
S6 PeopleCode programs can be used for any number of purposes, for
example:
S7
To perform a modal transfer.
S8
To recalculate a field value.
S9
To trigger a PeopleSoft Workflow business event.

Understanding Pop-up Menus
• Behavior of Pop-up Menus in Pages
S1
S2 • The following standard icons appear on the page at runtime when a pop-up menu is defined
for a page field.
S3
•
S4 • When a user clicks the pop-up icon (PT_POPUP) on a page, a
• screen
S5 • appears with a list of menu items from which to select.
S6
• This pop-up icon (PT_POPUP_SKIP) appears if a pop-up
S7 • menu has
• only one menu item. When a user clicks this icon, the target
S8
– transaction page appears immediately, skipping an intermediate page
S9 containing a list with one menu item.

Creating Pop-up Menus
S1
• Select File, New.
S2 The New dialog box appears.
S3 • Select Menu.
S4
• Click OK.
S5 The New Menu dialog box
appears.
S6
• Select the Popup option for
S7 the menu type.
S8 • Click OK.
S9 A new pop-up menu
definition appears.

Creating Pop-up Menus
• Define the menu items for the pop-up menu.
S1
S2 • Set the Menu Properties.

S3 Add a Description and Comments about your pop-up menu.
S4 On the Use tab, type the menu label you want to appear for that
pop-up.
S5
S6 • Save the pop-up menu definition.

S7
• To provide users with access to the pop-up menu, associate it with
S8
a page field
S9

Menu Properties
S1
S2
S3
S4
S5
S6
S7
S8
S9

Associating a Pop-up Menu With a Page Field
S1
• Open the page definition that contains the page field to which you want
S2 to associate the pop-up menu.
S3 • Right-click the page field, then select Page Field Properties.
S4 • When the properties dialog box appears, select the Use tab.
S5
• In the Popup Menu group box, select from the available pop-up menus in
S6 the drop-down list box.
S7 • Click OK.
S8 • Save the page definition
S9

S1 Simple 9 steps
S3
S4
S5
Assigning Securities
To The Menu

Permission Lists
S1 • Permission Lists are the building blocks of your end user security
authorizations.
S2
S3
• A Permission List may contain any number of the following permissions,
S4 including signon times, page permissions, component interface
permissions, and so on.
S5
S6
• A Permission List may contain one or more permissions, and the smaller
S7 the number of permissions within a particular Permission List the more
flexible and scaleable that Permission List is.
S8
S9

Assigning Permission Lists
S1 • Theoretically, you could create a Permission List tailored for
S2 each and every Role, and that Permission List could contain a
S3 permission of every category from General to Web Libraries
S4
S5
• you can use a more modular or "mix-and-match" approach.
This approach involves numerous, specific Permission Lists
S6
that you can add and remove to Role definitions.
S7
S8
S9

Working With Permission Lists
S1 • Create a new permission list.
S2
S3 • Copy permission lists.

S4
S5 • Delete permission lists.

S6
S7
S8
S9

Creating a New Permission List
1. Select PeopleTools, Security, Permissions & Roles, Permission
S1 Lists.
S2
S3 2. On the search page click Add a New Value.
S4
3. In the Permission List edit box, enter the name of Permission
S5 List you want to create.
S6
4. From the pages in the Permission List component, select the
S7
appropriate permissions.
S8
S9 5. Save your work.

Copying Permission Lists
S1 • To clone a permission list:
S2 1. Select PeopleTools, Security, Permissions & Roles, Copy Permission Lists.

S3
2. In the search page, search for the Permission List that you want to copy (clone),
S4 and click it.
S5 3. The Permission List Save As page appears.

S6 4. 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.
S7
S8 5. Click Save.
S9 • Note. This copies content reference permissions.

Copying a Permission List
S1
S2
S3
S4
S5
S6
S7 Click the Save Button

S8
S9

Deleting Permission Lists
S1 • To delete a permission list:
S2
1. Select PeopleTools, Security, Permissions & Roles, Delete Permission
S3 Lists.
S4
2. On the search page, locate the Permission List that you want to delete
S5 and click it.
S6
3. The Delete Permission List page appears.
S7
S8 4. Click Delete Permission List.

S9
5. Click OK to confirm the deletion, or click Cancel to end without deleting

Deleting a Permission List
S1
S2
S3
S4
S5
S6 Press the Delete Button
S7
S8
S9

Defining Permission Lists
• Set general permissions.
S1
S2 • Set page permissions.
S3
• Set PeopleTools permissions.
S4
S5 • Set process permissions.
S6
• Set signon times permissions.
S7
• Set component interface permissions.
S8
S9 • Set message monitor permissions

Defining Permission Lists
S1 • Set web library permissions.
S2
• Set mass change permissions.
S3
• Set personalization permissions.
S4
S5 • Add additional links.
S6
• Run permission list queries
S7
S8
S9

Setting General Permissions
S1
S2
S3
S4
S5
S6
S7
S8
S9

Setting PeopleTools Permissions
S1
S2
S3
S4
S5
S6
S7
S8
S9

Object Permission
S1
S2
S3
S4
S5
S6
S7
S8
S9

Sign-on Permission
S1
S2
S3
S4
S5
S6
S7
S8
S9

Roles
S1 • Roles are an intermediate object that exist between permission lists and
user profiles.
S2
S3 • They are designed to aggregate permission lists so that you can arrange
permissions into meaningful collections. If you implement dynamic roles,
S4
then roles enable you to add permissions to users dynamically, which
S5 reduces administration tasks.
S6
• Role users are the User Profiles or users that have membership to a
S7 particular role.
S8
• The dynamic role assignment is how to make your security system scale to
S9 meet the demand of an ever-increasing user population

Working With Roles
S1
S2 1. Create a new role.

S3
S4 2. Copy a role.
S5
S6 3. Delete a role.
S7
S8
S9

Creating a New Role
S1
1. Select PeopleTools, Security, Permissions & Roles, Roles.
S2
S3 2. On the search page click Add a New Value.
S4
3. In the Role Name edit box, enter the name of role you want to
S5 create, and click Add.
S6
S7
4. From the pages in the Roles component select the appropriate
role options.
S8
S9 5. Save your work.

Copying Roles
S1
1. Select PeopleTools, Security, Permissions & Roles, Copy Roles.
S2
S3 2. On the search page, search for the role that you want to copy
(clone), and click it.
S4
S5 3. The Role Save As page appears.

S6
S7
4. On the Role Save As page, enter a new name in the as: edit box.
S8
5. Click Save.
S9

Copying a Role
S1
S2
S3
S4
S5
S6
S7
S8 Click Save Button
S9

Deleting Roles
S1
1. Select PeopleTools, Security, Permissions & Roles, Delete Roles.
S2
S3 2. On the search page, locate the Permission List that you want to delete
and click it.
S4
S5 3. The Delete Permission List page appears.
S6
4. Click Delete Permission List.
S7
5. Click OK to confirm the deletion, or click Cancel to abort.
S8
S9

Deleting a Role
S1
S2
S3
S4
S5
S6
S7
S8
S9

Defining Role Options
S1  Describe the role.
S2  Assign permissions to roles.

S3  Display list of members for a role.
S4
 Display list of members who belong to a current role dynamically.
S5
 Set routing options for users.
S6
 Decentralize the administration of roles.
S7
 Display any additional links for user profiles.
S8
 Run role queries.
S9
 Inquire when a permission list was last updated.

Describing the Role
S1
S2
S3
S4
S5
S6
S7
S8
S9

Assigning Permissions to Roles
S1
S2
S3
S4
S5
S6
S7
S8
S9

Displaying List of Members for a
Role
S1
S2
S3
S4
S5
S6
S7
S8
S9

User Profiles
S1  User Profiles define individual PeopleSoft users. You define User Profiles and
then link them to one or more Roles.
S2
S3  You define User Profiles by entering the appropriate values in the User Profile
pages
S4
S5  The User Profile contains values that are specific to a user such as a user
password, an email address, an employee ID, and so on
S6
S7  At the top of each page there is the User ID and the Description to help you
S8 recall which User Profile you are viewing or modifying as you move through the
pages.
S9

Working With User Profiles
S1
S2
1. Create a new User Profile.
S3
S4 2. Copy a User Profile.
S5
3. Delete a User Profile.
S6
S7
S8
S9

Creating a New User Profile
S1 1. Select PeopleTools, Security, User Profiles, User Profiles.
S2
2. On the Find Existing Values page, click Add a New Value.
S3
S4 3. On the Add a New Value page, enter the new User ID in the User ID edit
box, and click Add.
S5
S6 4. The User ID can contain up to 30 characters. The name you use can't
contain a comma (,) or a space. Also, you can't create a User ID named
S7 PPLSOFT; this ID is a reserved user ID used within PeopleTools.
S8
5. Specify the appropriate values from the pages in the User Profiles
S9 component, and click Save.

Copying a User Profile
S1
S2
1. Select PeopleTools, Security, User Profiles, Copy User Profiles.
S3
S4 2. On the Find an Existing Value search page, select the User ID you want
to clone.
S5
S6 3. On the User Profile Save As page, enter the New User ID, description,
and the password that the new user ID should use to signon to the
S7 system.
S8
S9

Deleting a User Profile
S1
1. Select PeopleTools, Security, User Profiles, Delete User Profiles.
S2
S3 2. On the Delete User Profile page, make sure you have selected the
correct user profile.
S4
S5 3. Click Delete User Profile.

S6
The Delete User Profile removes information related to this particular user
S7 profile that appears in every security table in the system, PeopleTools,
S8 and application tables. If you want to prevent any of the information
from being deleted you can specify tables that the delete user process
S9 bypasses.

Specifying User Profile Attributes
S1  Set general user profile attributes.
S2
 Set ID Type and Attribute Value.
S3
S4  Set roles.
S5
 Specify workflow settings.
S6
S7  Inquire on role audit information.
S8  Display additional links added.

S9
 Run queries about a user profile

Setting General User Profile
Attributes
S1
S2
S3
S4
S5
S6
S7
S8
S9

Setting Roles to User Profile
S1
S2
S3
S4
S5
S6
S7
S8
S9

S1 Simple 9 steps
S3
S4
S5
Testing The Application

Validating Projects
S1
• To validate a project:
S2
1. Close all active component definitions in the definition workspace.
S3
2. Otherwise, the validation occurs on the component, rather than the project.
S4
3. Select Tools, Options.
S5
S6 4. Select the Validate tab in the Options dialog box.
S7 5. Select Validate project integrity.
S8 6. Click OK.
S9 7. Select Tools, Validate Project

Validating Projects
• The validate utility runs a series of tests on the project or components and sends
its results to the Validate tab in the output window. If errors are found, they are
S1 listed on this tab
S2
S3
S4
S5
S6
S7
S8
S9

Testing Page Control Order
S1
After you have placed all of the controls on your page, you should
S2
test the tab order. You can do this using either the test mode or by
S3 viewing the page in the browser. Using the View Page in Browser
mode is more useful because you can also check the placement of
S4
controls and subfields on your page. In these testing modes, you
S5 can enter data into edit boxes and select radio buttons and check
boxes. However, you cannot save data that you enter, and push
S6
buttons and links do not function
S7
S8
S9

To Test Tab flow in Browser Mode:
S1
S2 1. Open the page in PeopleSoft Application Designer that you want

to test.
S3
S4 2. Select Layout, View in Browser.

S5
3. Select the appropriate browser from the drop-down list box.
S6
S7 4. Press the TAB key to move from one field to the next.
S8
S9 Press SHIFT+TAB to move to the previous field

Viewing Pages in the Browser
Sample Page in PeopleSoft Application Designer
S1 During the page design

process, you should
S2
periodically view how your
S3 page looks in the browser.
How you design your page
S4 in PeopleSoft Application
S5 Designer might look
different when viewed
S6 online, particularly if you
S7 are using subpages that
contain multiple fields.
S8
S9 Sample Page
Viewed in Microsoft
Internet Explorer

PSR User Guide

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PSR User Guide

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PeopleSoft

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

• PeopleSoft Application Designer

• Steps involved in creating a

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 Fields are the basic Building Blocks

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S5 Enter values in Stored and Display

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S1 – The Edit Formats dialog box presents a tree control where

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S1 Adding a New Stored Format

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Select a Format Family and Click Edit.

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S1 Updating a Display Format

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S1 The Field Properties Dialogue Box have

S8 • International Format Setting Tab are not

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S6 Field has been Defined

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• Select File, Open from the menu

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S1 – Changing a field Definition has the following

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S1 Changing Field Type

S3 – Change a field type by opening a field and selecting

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Using the Open Definition Dialog Box

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