Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Practice
Application Designer
Steps
involved in creating a
Component
Simple 9 steps
S1 1. Create Field Definition
S2 2. Create Record Definition.
S3 3. Build the Record Definition.
S4 4. Create page Definition.
S5 5. Create Component Definition.
S6 6. Include pages into component Definition.
S7 7. Creating Menu Definition.
S8 8. Assigning security to the menu.
S9 9. Test the application
Application F – Field
REC – Record
COM – Component
Simple 9 steps
S1 1. Create Field Definition
S2 2. Create Record Definition.
S3 3. Build the Record Definition.
S4
4. Create page Definition.
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
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 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.
S4 unique index.
Exposed to PeopleCode
S5 for read and write
operations.
S6 ChartField
S7 Read only Check box.
Values can be changed
S8 through PeopleCode
Used for character fields
S9 “Read Only” and used by financial
Check Box applications to specify a
usage pattern
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
S1
S2
S3
S4
S5
S6
Select Tools, Miscellaneous Definitions, Field Formats
S7
S8
S9
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S7
S8
S9
S8
S9
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
S2
S3
To add New Format
S4
To Existing one.
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5 Update the Format
S6
S7
S8
Delete the Format
S9
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
S1
S2
S3
S4
S5
Click any one of them
S6
S7
S8 Result will be Displayed here
S9
S2
1. Click the New button on the PeopleSoft Application
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
S7 Type drop-down list box.
S8 6. Then specify the required attributes for that field 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
S7
S8
S9 Save Dialogue Box
S4 and attributes
S5 The change affects every occurrence of the
S6 field in every record definition
S7
S8
S9
S7
There are two ways to rename a field definition:
S8
Using the Rename Definition dialog box.
S9
Using the Open Definition dialog box.
S1 Click Rename
S2
S3
Select a Field
S4
S5
S6
S7
S8
S9
S1
S2
Now you can
S3 rename the field
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
Click OK
S6
S7
S8
S9
S1
S2
S3
S4
After Renaming the Field
S5 Before Renaming the Field
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
S1
S2
S3
S4
S5
S6
S7
S8
S9
S8
of values that are not maintained by the user.
S9 No other fields relate to this field.
S1
S2
Translate Value Tab appears
S3
S4
Field length is 1 to 4 characters.
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
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 make
S4 the necessary changes.
S5 Deleting Translate Values
S6 To delete the value, select it and click the Delete button. The
S7 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
S1
S2
S3 Changing translate
value
S4
Deleting translate
S5 value
S6
S7
S8
Saving translate
S9 value
S1
Saving Translate Value
S2
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
S1
Effective Date Impact on different Action Type
S2 Action Type view Change Insert New Rows
S8
Correction History, All Existing Add new Rows
S9 Current, Future Rows with no Effective
Date Restrictions
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
S1
S2
We cannot change current or history records
S3 unless in correction mode
S4
S5
S6
S4
S5
It takes two translate values
S6
Active
Inactive
S7
S8
S9
S7
sequence number to each row that has the
S8
same effective date
S9
Simple 9 steps
S1 1. Create Field Definition
S2 2. Create Record Definition.
S3 3. Build the Record Definition.
S4 4. Create page Definition.
S5
5. Create Component Definition.
6. Include pages into component Definition.
S6
7. Creating Menu Definition.
S7
8. Assigning security to the menu.
S8
9. Test the application
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
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
S1
Viewing Record Definitions
S2 The Purpose of Record Definition View is :
S7 Reorder fields.
S7
4. PeopleCode Display.
S8
S9
Field Display
S1
S2
S3
S4
S5
S6
Shows basic field definition characteristics
S7
S8
S9
Use Display
S1
S2
S3
S4
S5
S6
S9
S1
Viewing Record Definitions
S2 Edit Display
S3 shows all editing options (edit as a validation
S1
S2
S3
S4
S7
S8
S9
PeopleCode Display
S1
S2
S3
S4
S5
Indicates PeopleCode has been
S6 written for the Event
S7
S8
S9
S1
Saving Record Definitions
S2
S3
After adding or changing one element in the new definition,
save the work and name the record.
S4
S1
S2
S4
S5
S6
S7
S8
S9
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
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.
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
S5
S6
S7
S8
S9
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S8
S9
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).
S9
S2
S3
S4
S5
S6
S7
S8
S9
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 in
S6 multiple record definitions.
A subrecord must be defined before it can be inserted into a record
S7
definition.
S8
S9
S2
S3
S4
S5
S6
S7
S8
S9
S3
2. Reordering Fields
S4
S5 • You can reorder the display of fields in the record definition by double-
S6 clicking the attribute name.
• To actually reorder the fields in the records, you must cut and paste or
S7 select the field and move it.
S8
S9
S3
3.Moving Fields
S4 Moving Fields in the Same Record
S5 Moving Fields Another Record Definition
S6
S7
S8
S9
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
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
Manipulating Fields in Record Definition
S2
S3 4. Deleting Fields
S4 Select the field that you want to remove and press the DEL (delete) key. .
When the system prompts you to confirm the deletion, click Yes.
S5
if you delete a field from a record definition, you must also delete it from
S6 any pages on which it appears
Modify or remove PeopleCode when you find references to the deleted
S7 field.
S8 5. Renaming Fields
S9
Discussed in earlier slides
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S5
S6
S7
S8
S9
S1
S2
S3
S4
Once you Click yes, the Field will be deleted.
S5 After that save the record
S6
S7
S8
S9
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
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
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
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S8
S9
S1
S2
S3
S4
S5
S6
S7
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
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
S1
2. Record Field Properties
S2
S1
2. Record Field Properties
S2
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
Prompt Table
S2
S3
S4
S5
S6
S7
S8
S9
S6 Prompt Button
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
Simple 9 steps
S1 1. Create Field Definition
S2 2. Create Record Definition.
S3 3. Build the Record Definition.
S4 4. Create page Definition.
S5 5. Create Component Definition.
S6 6. Include pages into component Definition.
7. Creating Menu Definition.
S7
8. Assigning security to the menu.
S8
9. Test the application
S9
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 feature,
S4
you can create the following:
S5
Tables
S6
Indexes
S7
Views
S8
S9 Triggers
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 are
S7 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, also
S2 called Build Settings, enable you to
configure various aspects of the
S3 process. Depending on which build
S4 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
S4
Options
S5
Change Column
S6 Length Options
S7 Alter Any
S9
S7
S8
S9
S6 File Overwrite
S7 Options
Script File Name
S8
S9
S8
S9
S1 Creating Tables
S2 It prefaces each new application SQL table with PS_ to
S3 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
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.
Yes-V Software Solutions (P) Ltd., 143
Build Process – Creating Table
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
S3
S4
S5
S6
S7
S8
S9
S1
S4
S5
S6
S7
S8
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
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 file
S6 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
S2
S3
S4
Click Build
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S2 -- Rename Table
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
S7
S8
S9
Simple 9 steps
S1
1. Create Field Definition
S2 2. Create Record Definition.
S3 3. Build the Record Definition.
S4 4. Create page Definition.
S5 5. Create Component Definition.
S6 6. Include pages into component Definition.
S7 7. Creating Menu Definition.
8. Assigning security to the menu.
S8
9. Test the application
S9
S7
S8
S9
S1
S2
Creating new page definitions can
S3
be done by the following two
S4 ways:
Create a blank page by
S5
selecting File, New, and Page
S6 from the menu
S7
S8
S9
S1
Drag fields from a Record onto a
S2 page:
S3 Open an existing record definition
by selecting File, Open, Record from
S4 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
S1
S7
S8
S9
S9
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
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S8
S9
S7 Click the Toggle Grid button to display or hide the page grid (View,
Show Grid or CTRL+G).
S8
S9
S4 Static text
Radio button
S5
Tab separator
Grid
S6
S8
S9
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 workspace.
S9
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 shade
S4 only the background of the framed area or to
apply other styles.
S5
If you select this option, it will override any
.
Yes-V Software Solutions (P) Ltd., 185
Page control tools
S7
S8
S9
S7
S8
S9
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 button,
S5 Or select Insert, Horizontal Rule.
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 characters.
S3 To insert a static text field:
Click the Static Text button on the toolbar, or select Insert, Static text.
S4
Position the text field button on the page.
S5
S6
S7
S8
S9
The scroll area is some thing like group box filled with various controls.
S1
S2
S3
S4
S5
S6
S7
S8
S9
S9
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
S5 Position and size the length of your scroll bar so that all the fields controlled
by the scroll bar are located to the left of it.
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S9
S8
S9
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
If destination is secondary page,
S9
Secondary page groupbox will be
enabled.
S2
S3
S4
S5
S6
S7
S8
S9
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
S6
S7
S8
S9
S7
S8
S9
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 the century
S6 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 appear
S9
online as asterisks.
S8
S9
S7
S8
S9
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 the
S2 left side of the field.
Top – Positions label above
S3 the field.
S4 Custom – Indicates that
the label has been manually
S5 moved on the page.
Display Options
S6 First occurs only – Select
to display the label only
S7 with the first occurrence of
a scroll area
S8 No colon – No colon
appears at the end of the
S9 label text.
S7
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 separate
S6
page as a list of links to related
S7 pages.
Allow Deferred Processing
S8 – Check this check box to
S9 allow deferred processing
S9
Page Properties
Access the Page Properties
S1
dialog box (select File, Definition
S2 properties), select the General Tab,
enter a description and any comments
S3 about the page and assign an owner Id.
S4
S5
S6
S7
S8
S9
S2
S3
S4
S5
S6
S7
S8
S9
Simple 9 steps
S1
1. Create Field Definition
S2
2. Create Record Definition.
S3 3. Build the Record Definition.
S4 4. Create page Definition.
S5 5. Create Component Definition.
S6 6. Include pages into component Definition.
S7 7. Creating Menu Definition.
S8
8. Assigning security to the menu.
9. Test the application
S9
S7
S8
S9
S8
S9
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
Actions
S2 Add
To add a new high-level key, such as a
S3 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.
Do not use these actions unless the
S8
main record that is associated with
S9 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 and
S3 disable the Alt+1 (Save) hot key.
This prevents the user from being
S4 prompted to save when exiting a
page .
S5
Used in which the user isn’t
S6 making database changes and
doesn’t need to be prompted to
S7 save.
Restriction
S8 it doesn’t prevent using
PeopleCode to save a
S9 page with the DoSave()
or DoSaveNow()
functions.
S1
Include in Navigation
S2
Select to include the
S3 component in the menu
S4 navigation at runtime .
The default is selected .
S5
Mandatory Spell Check
S6
Select to ensure that spell
S7 check is run on all
S8 eligible spell check
enabled fields in the
S9
component when the
user saves the page
S1
Component Save
S2 Specify where you want all
processing to occur after the
S3
user saves the component
S4 and SaveEdit PeopleCode
validations have succeeded.
S5 It includes SavePreChange,
S6 WorkFlow, and
SavePostChange
S7 PeopleCode and updates to
S8 the database .
S9
S1
S2
Simple 9 steps
S3
1. Create Field Definition
2. Create Record Definition.
S4
3. Build the Record Definition.
S5
4. Create page Definition.
S6 5. Create Component Definition.
S7 6. Include pages into component Definition.
S8 7. Creating Menu Definition.
S9 8. Assigning security to the menu.
9. Test the application
S1
S2
S3
S4
S5
S6
S7
S8
S9
S5
S6
S7
S8
S9
S4
S5
S6
S7
S8
S9
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.
S4
S5
S6
S7
S1 Structure tab:
S2
The structure view shows
S3 records and scrolls in a tree
representation. Double-click the
S4 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 PeopleCode”
S7 menu option.
The Component PeopleCode
S8 seen here is different from the
Record
S9 PeopleCode
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
1. Create Field Definition
2. Create Record Definition.
S3
3. Build the Record Definition.
S4
4. Create page Definition.
S5 5. Create Component Definition.
S6 6. Include pages into component Definition.
S7 7. Creating Menu Definition.
S8 8. Assigning security to the menu.
S9 9. Test the application
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
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
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.
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
S1
S2
S3
S4
S5
S6
S7
S8
S9
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
S1
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.
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
To copy a menu definition:
S2
Open the menu definition that you want to copy.
S3
S8 Click OK.
S9
You are prompted to save a copy of any PeopleCode that you have
associated with the menu definition
S1
S2
S3
S4
S5
S6
S7
S8
S9
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.
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
Pop-up menus define the transition to another page—either a system-defined page
S2 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
You can also use pop-up menus to run a PeopleCode program. PeopleCode in
S4 pop-up menus do not share the same limitations as PeopleCode in standard
menus, so pop-up transition menus provide an effective alternative to using
S5 command push buttons on pages. Pop-up menu PeopleCode programs can be
used for any number of purposes, for example:
S6
To perform a modal transfer.
S7
S2 The following standard icons appear on the page at runtime when a pop-up menu is defined for
page field.
S3
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 containing a
S9 list with one menu item.
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.
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
• Open the page definition that contains the page field to which you
S2 want to associate the pop-up menu.
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
S6 in the drop-down list box.
S7 • Click OK.
S8 • Save the page definition
S9
S1 Simple 9 steps
S2 1. Create Field Definition
S3
2. Create Record Definition.
3. Build the Record Definition.
S4
4. Create page Definition.
S5
5. Create Component Definition.
S6 6. Include pages into component Definition.
S7 7. Creating Menu Definition.
S8 8. Assigning security to the menu.
S9 9. Test the application
Yes-V Software Solutions (P) Ltd., 297
Assigning Securities
To The Menu
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 the
S7 number of permissions within a particular Permission List the more flexible
and scaleable that Permission List is.
S8
S9
S5
you can use a more modular or "mix-and-match" approach. This
approach involves numerous, specific Permission Lists that you
S6
can add and remove to Role definitions.
S7
S8
S9
S7
S8
S9
S8 5. Click Save.
S1
S2
S3
S4
S5
S6
S9
S4 2. On the search page, locate the Permission List that you want to delete and
click it.
S5
S6 3. The Delete Permission List page appears.
S7
4. Click Delete Permission List.
S8
S1
S2
S3
S4
S5
S6 Press the Delete Button
S7
S8
S9
S3
Set PeopleTools permissions.
S4
S5 Set process permissions.
S6
Set signon times permissions.
S7
Set component interface permissions.
S8
S2
Set mass change permissions.
S3
Set personalization permissions.
S4
S5 Add additional links.
S6
Run permission list queries
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
S1
S2
S3
S4
S5
S6
S7
S8
S9
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 reduces
S5 administration tasks.
S6
Role users are the User Profiles or users that have membership to a particular
S7 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
S1
S4 2. Copy a role.
S5
S6 3. Delete a role.
S7
S8
S9
S1
1. Select PeopleTools, Security, Permissions & Roles, Roles.
S2
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
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
S1
S2
S3
S4
S5
S6
S7
S9
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
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
S1
S2
S3
S4
S5
S6
S7
S8
S9
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 recall
S8 which User Profile you are viewing or modifying as you move through the pages.
S9
S1
S2
1. Create a new User Profile.
S3
S5
3. Delete a User Profile.
S6
S7
S8
S9
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.
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 system.
S7
S8
S9
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 profile
S7 that appears in every security table in the system, PeopleTools, and
S8 application tables. If you want to prevent any of the information from
being deleted you can specify tables that the delete user process bypasses.
S9
S4 Set roles.
S5
Specify workflow settings.
S6
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1
S2
S3
S4
S5
S6
S7
S8
S9
S1 Simple 9 steps
S2 1. Create Field Definition
S3
2. Create Record Definition.
3. Build the Record Definition.
S4
4. Create page Definition.
S5
5. Create Component Definition.
S6 6. Include pages into component Definition.
S7 7. Creating Menu Definition.
S8 8. Assigning security to the menu.
S9 9. Test the application
Yes-V Software Solutions (P) Ltd., 332
Testing The Application
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.
S8 6. Click OK.
S3
S4
S5
S6
S7
S8
S9
S1
After you have placed all of the controls on your page, you should test
S2
the tab order. You can do this using either the test mode or by viewing
S3 the page in the browser. Using the View Page in Browser mode is
more useful because you can also check the placement of controls and
S4
subfields on your page. In these testing modes, you can enter data into
S5 edit boxes and select radio buttons and check boxes. However, you
cannot save data that you enter, and push buttons and links do not
S6
function
S7
S8
S9
S1
S7 4. Press the TAB key to move from one field to the next.
S8
S9 Sample Page
Viewed in Microsoft
Internet Explorer