introduction to oracle aol
TRANSCRIPT
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INTRODUCTION TO
ORACLE APPLICATIONSOBJECT LIBRARY
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NAVIGATING IN R12.X
ORACLEAPPLICATIONS
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Objectives
After completing this lesson, you should be ableto do the following using the SWAN user
interface: Log in to Oracle Applications
Navigate from Personal Home page to Applications
Create Favorites and set Preferences
Choose a responsibility
Use Forms and Menus
Enter data using Forms
Search for data using Forms
Access online Help
Run and monitor Reports and Programs
Log out of Oracle Applications
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Logging In to Oracle
Applications
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av ga ng rom ersona omePage
to ApplicationsForms Based applications Self-Service Applications
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Creating Favorites and Setting
PreferencesPreferences FavoritesWorklist
Navigator
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Choosing a Responsibility
Click a link
to the function.
Click a link
to theresponsibility.
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Responsibility Relationships:
Many to One
AccountsPayable Payroll
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Responsibility Relationships
Responsibilitymenu
User 1 User 3User 2 User 4
One to many
Many to
many
Responsibility 1 Responsibility 3Responsibility 2
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Navigator
Toolbar
Functions
Region tabs
Menu bar
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Expanding or Collapsing the
Navigation ListSelect one of the following methods to expand
an item to its next sublevel window:
1. Double-click the item.
2. Select the item and
click Open.
3. Select the item and
click Expand.
To collapse an expanded item:
1. Double-click the expanded item
2. Select the item and click Collapse
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Expanding or Collapsing
Several ItemsTo expand or collapse several items at once,click one of the following buttons:
Expand All Children: Expands all the sublevels
of the currently selected item.Expand All: Expands all the sublevels of all
expandable items in the navigation list.
Collapse All: Collapses all currently expanded
items in the navigation list.
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Logging Out of Oracle
Applications From the File menu, select Exit Oracle Applications.
Use this method to ensure that your username is cleared from
system access.
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Navigating to a Form
Click for a
Function.
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Form TerminologyMDI window Tool tip
Window
LOV icon
Record
or row
Pop-up list
Title bar
Menu bar
Check box
Scrolling
region
Block
Help
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Form Terminology
Region
Region tab Field
Button
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Field Colors
Field color Description
White Allows data entry
Yellow Requires data entry
Grey Does not allow data entry
Blue Indicates the fields to use in Query-Enter mode
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Creating and Saving a New
Record
(M) File >
New
New Save
(M) File > Save
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Using a List of Values
The list of
valid values
is displayed.
Click LOV icon
in the field.
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Copying Data from a Record
Verify your data because all the fields may notcopy.
Price
Item number Discount %Quantity
Item number Discount %Quantity
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Searching for Information
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Using Query Mode
(M) View > Query By Example > Enter:Enter the search criteria.
(M) View > Query By Example > Run
(M) View > Query By Example > Cancel
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Query Operators
Operator Meaning Example
= Equal to = Janet = 107
!= Not equal to != Janet != 107
> Greater than >99.1 > Joan
>= Greater than or equal to >=55
< Less than
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Folder Forms
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Error Messages
To give you a hint, the application displays a short
message in the message line.
To inform you of an error, the application displays
an error window.A History button also appears in the error window
if an error of a more serious nature occurs.
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Using Concurrent Processing
Submits
request
Request
runs.
Other
online
jobsPerform other
online interactivetasks.
Request 1
Request 3
Request 4
Request 2
Request
queue
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Running Reports and Programs
Concurrent processing:Run noninteractive tasks, such as reports and
programs.
It does not interfere with the interactive work you
perform on your computer.Standard Request Submission (SRS):
Use the SRS interface to run reports and programs.
View report output online.
Schedule reports and programs.
View log information.
B i I t lli (BI)
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Business Intelligence (BI)
Publisher Formerly known as XML PublisherComprehensive enterprise reporting solution
Built on open standards
Separates data from PresentationCost effective and scalable
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FUNDAMENTALS OF
SYSTEMADMINISTRATION
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Course Objectives
After completing this lesson, you should beable to do the following:
Describe the layers of access control in Oracle
Applications security
Define Function Security
Use Menu and Function Security to modify
responsibilities
Define Data SecuritySet profile options
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Successive Layers of Access
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Successive Layers of Access
ControlAccess Control is implemented in successivelayers and each layer builds upon the one that
precedes it.
Optional
Required1
2
3
4
5
6 Self-Service and Approvals
Registration Processes
Delegated Administration
Role-Based Access Control
Data Security
Function Security
Increasing Flexibility and
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Increasing Flexibility and
Scalability
In Oracle User Management, each layer of
access control adds an increasing level of
administrative flexibility and scalability.
Self-Service and Approvals
Registration Processes
Delegated Administration
Role-Based Access Control
Data Security
Function Security
System Administrator
Local Administrators
End Users
Flexibility and Automation Level of Administration
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Data Security
Data Security
Data Security: Is the next layer which builds on Function
Security
Provides access to the data a user can view
and the actions a user can perform on that data
Restricts access to individual data displayed on
the screen after the user has selected a menu
or menu option
Function Security
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Delegated Administration
Delegated Administration Is a privilege model that builds on the RBAC
system
Provides organizations with the ability to assign
the required access rights for managing roles
and user accountsDelegated Administration
Role-Based Access Control
Data Security
Function Security
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Registration Processes
Registration processes are predefinedregistration components that enable end users
to perform some of their own registration tasks.
Delegated Administration
Role-Based Access Control
Data Security
Function Security
Registration Processes
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Self-Service and Approvals
Self-Service and Approvals
End users can perform the following self-service registration tasks:
Obtain new user accounts.
Request for additional access to the system.
Reset passwords.
Delegated Administration
Role-Based Access Control
Data Security
Function Security
Registration Processes
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Function Security
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Use of Menu and Function
Securityto Modify Responsibilities
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Menu Level 1
Menu Level 2
Menu Level 2
Function
Function
FunctionFunction
Function
Function
SubfunctionSubfunction
Subfunction
Menu Level 3
Menu Level 2
Function: A set of
executable code
available as a menu
option
Subfunction: A subset
of a forms functionality
Function Security
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Profile Hierarchy Types
There are three hierarchy types:
Security
Organization
Server
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Profile Hierarchy Levels:
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Profile Hierarchy Levels:
Organization
Site level
Organization level
User level
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Profile Hierarchy Levels: Server
Site level
Server level
User level
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Personal Profile Values
Depending on the responsibility, many userscan change their personal options:
Navigate to Profile > Personal to see a list of the
profiles already defined.
If the User Value field is unprotected, you can
select a value for this profile option from the list
of values, or enter a value directly.
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System Profile Options
The System Administrator can set profileoptions at any level:
Navigate to Profile > System to see the Find
System Profile Values window.
You can set a profile value at the user,
responsibility, site, or application level for profile
options using the Security hierarchy type.
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Profile Categories
Profile options can be grouped into categoriesbased on their functional areas. Administrators
can then easily search on the profiles by
category when they need to view or update
them.
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FUNDAMENTALS OFFLEX-FIELDS
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Using Flexfields to Configure
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Using Flexfields to Configure
Applications
Applicationwindows
User-defined flexfield windows
General Ledger Assets
B fit f Fl fi ld
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Benefits of Flexfields
Flexfields enable the following benefits:Configuration of applications to support your
accounting, product, and other codes
Construction of intelligent keys
Configuration of applications to capture
additional data
Use of the application to validate values and
value combinations entered by the userSupport for multiple field structures depending
on data context
K d D i ti Fl fi ld
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Key and Descriptive Flexfields
__ Item Information _________
Category
Item
Color
Computer
Monitor
Light tanLTN
COM
876
Key flexfields
build unique
entity identifiers.
Descriptive flexfields
gather additional
Information.
StoreDept
Number
Exp. Dt
Payment Type CC
54321
987
12 - 2011
4958-2938-4747
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Key Flexfields
Standard
window
Key
flexfield
window
__ Sales Information ______________________
Transaction
Item
Payment Type
Description
Customer Jane Doe
Computer - Monitor - Light Tan [ ]
COM-876-LTN
3987
__ Item Information _______________
Item
Color
Computer
Monitor
Light tan
COM
876
LTN
Category
Using Key Flexfields to Build
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Using Key Flexfields to Build
Intelligent Keys
_____Account Entry __
21
42
502
015
Company
Division
Department
Account
Business A Business B
_____Account Entry __
10
283
Corporation
Subsidiary
025
203
Department
Account
3003Division
K Fl fi ld E l
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Key Flexfield: Examples
General Ledger Accounting Flexfield
Assets
Asset Key Flexfield
Location Flexfield
Category Flexfield
Service
Service Item Flexfield
Human Resources
People Group Flexfield Job Code Flexfield
Receivables Territory Flexfield
Sales Tax Location
Flexfield
Inventory
Item Categories System Items
Sales Orders
Item Catalogs
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Descriptive Flexfields
Transaction
Item
Payment Type
Description
Customer
CC3987
Jane Doe
COM-876-LTN
[ ]
Second ID
Number
Payment Type
Store
Dept
Number
Store
Dept
Exp. Dt
Payment TypeCK CC
54321
987
495829384747
12 - 2011
54321
987
1028
MC 4565-3939
__ Sale Information ________________________________
Computer - Monitor - Light Tan
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Key and Descriptive Flexfields:
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y p
Comparison
Key flexfields Owned by one application;
used by many
Required to set up, not
always required to use
Supports intelligent keys
Identifies entities
Drives reporting
Descriptive flexfields Associated with tables in a
specific application
Setup optional
No intelligence, stores
additional information
Captures additional
information only
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Segment Prompts and Value
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g p
Descriptions
__ Item Information _______________
Category
Item
Color
Computer
Monitor
Light TanLTN
COM
876
Flexfield segment prompts
Flexfield value descriptions
General Steps to Implement a
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p p
FlexfieldPlan flexfield segments, structures, value sets,
and values.
Define value sets.
Define the flexfield structure.
Define values.
Define security and cross-validation rules, if
necessary.
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Creating Value Sets
Planning a Value Set
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Planning a Value Set
Determine basic attributes of the set.Select the appropriate validation type.
Validating Input Using Value
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g p g
Sets
Item value set
Category value set
__ Item Information _______________
Category
Item
Color
Computer
Monitor
Light tanLTN
COM MACH FURN
COM
876
755 876 933
Value Set Attributes
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Value Set Attributes
Name: Unique value set name (Do not use XX-,XX_ , XXX-, XXX_, or any Oracle reserved
name.)
Description: Free-form descriptive text
List type List of Values
Long List of Values
Pop-up list
Security type
No security
Hierarchical
Non-hierarchical
Types of Value Sets
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Types of Value Sets
None: Validation is minimal. Independent: Input must exist on the
previously-defined list of values.
Dependent: Input is checked against a subset
of values based on a prior value.
Table: Input is checked against values in an
application table.
Special: Value set uses a flexfield itself.
Types of Value Sets
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Types of Value Sets
Pair: Two flexfields together specify a range ofvalid values.
Translatable Independent: Input must exist on
previously-defined list of values; translated
value can be used. Translatable Dependent: Input is checked
against a subset of values based on a prior
value; translated value can be used.
Planning Data Format
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g
Validation
Format Type: Value data typeMaximum Size: Maximum permitted size for a
value
Precision: Number of decimal places
Numbers Only: Entry of numbers 09 only
Uppercase Only: Lowercase input becomes
uppercase
Right-Justify and Zero-Fill: Shifts number toright, pads from left
Maximum/Minimum Value: Beginning and
ending values of a range
Defining Value Sets
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Defining Value Sets
Use existing value sets when possible.
Define list of values if appropriate.
Define value set.
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Defining the Key FlexfieldStructure
Planning a Key Flexfield
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Planning a Key Flexfield
Identify the target flexfield, the informationrequired by Oracle Applications, and any
qualifiers.
Plan the flexfield structure, behavior, and
appearance.Define the key flexfield structures.
Define any value sets required and their
values.
Define security rules when appropriate.
Define cross-validation rules when appropriate.
Define shorthand aliases as needed.
Designing the Key Flexfield
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Layout
Title
Structure
Order of
segments
PromptsValue sets
Values
Segment separator
COM
FURN
APPL
Description:Description:
Category
Item
Color
COM
876
LTN
___Sales Information_______
K Fl fi ld St t
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Key Flexfield StructureBusiness A Business B
10-203-3003-025
_____Account Entry __
10
203
3003
025
Company
Division
Department
Account
10-203-3003-025-203
Corporation
Subsidiary
Division
Department
Account
10
203
203
3003
025
_____Account Entry __
Storing Code Combinations
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Storing Code Combinations
_____Account Entry __
10
203
3003
025
Company
Division
Department
Account
SEGMENT1 SEGMENT2 SEGMENT3 SEGMENT4
10 203 3003 025
Code Combinations Table
10 - 203 - 3003 - 025
(Code combination)
K Fl fi ld Q lifi
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Key Flexfield Qualifiers
10
203
3003
025
Corp
Div
Dept
Acct
Business Z
Corp
Sub
Div
Dept
Acct
10
203
203
3003
025
Business Y
Balancingsegment
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Key Flexfield Qualifiers IdentifyK
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Key
Flexfield SegmentsCost Center
segment
Balancing
segment
Account
segment
Corp
Sub
Div
Dept
Acct
10
203
300
3003
025
Business Y
Identifying Values in FlexfieldSegments ith Segment
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Segments with Segment
QualifiersCorpSub
Div
Dept
Acct
10
203
300
3003
025
Business Y
Account
list
200 - Cash
300 - Revenue
400 - Payroll
Budgeting allowed: Y
Posting allowed: Y
Account type: Asset
Budgeting allowed: N
Posting allowed: N
Account type: Revenue
Budgeting allowed: N
Posting allowed: N
Account type: Liability
Defining Flexfield Qualifiers
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Defining Flexfield Qualifiers
Use the Flexfield Qualifiers window to assignqualifiers to segments as appropriate for the
flexfield.
Not all flexfields use qualifiers with segments.
Segment Defaults: Examples
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Segment Defaults: Examples
Default Type Default Value
Constant Any literal value
Current date Current time
Current time Current time or current date/time
Field Default Value field value
Profile Value of profile in Default Value
Segment Value in prior segment
SQL statement Result of SQL query
Other Key Flexfield Features
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Other Key Flexfield Features
Dynamic insertion of new valuesCross-validation of segment value combinations
Security on value access
Aliases to speed up data entry
Allowing Dynamic Insertion
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Allowing Dynamic Insertion
Combinations Table
__ Part Number _________
Category
Item
Color
Computer
Monitor
Light Tan
COM
876
LTN
Form with Foreign Key Reference
[ ]
Combination Form
__ Sales Information _____________________
Part
Payment Type:
Description
Client
Computer-Monitor-Light-Tan
CC
Big Mfg. Co.
COM-876-LTN
Order Number 3754
Orders Table
PK2 FK
to
PK1
Table with Foreign
Key Reference
Parts Table
PK1
Unique
ID
Other
Flexfield
Columns
Structure
ID
Segment N
Columns
New combination (new record) created
from a form with a foreign key reference
Cross Validating Values
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Cross-Validating Values
____Part Numbers________________
Part COM - 876 - LTN
Description Computer Monitor Light Tan
COM- 876 - LTN
Part Number Structure 1
Category ComputerCOM
Item Monitor876Color Light TanLTN
COM- 621 - LTN
Part Number Structure 1
Category ComputerCOM
Item 4-Wheel621Color Light TanLTN
(or)
Using Value Set Security
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Using Value Set SecurityDescriptive Flexfield
Type
Sales Rep
COM
Jane Reed
Computer
List List
COM Computer
MACH Machinery
FURN - Furniture
COM Computer
MACH Machinery
Without
Security
With Value
Security
List displays all values.
List displays only the values
permitted for this responsibility.
Using Shorthand Aliases
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Using Shorthand Aliases
Tan Monitor
Hard Drive
Laser Printer
COM-876-LTN
COM-535-15G
COM-788-630
List
of
Aliases
Sales Information
Transaction
Customer
Item
Country
3754
Big Manufacturing
Address
City State
1211 State
Dallas TX
USAZip 75219
COM-876-LTN
Description:___Item Alias____
Part Tan Monitor
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Freezing and Compiling theD fi i i
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Definition
Save after freezing to automatically compile theflexfield definition.
Freeze and compile after making any changes
to the definition. Changes take place
immediately.You can see your changes immediately. Other
users must exit the system or change
responsibilities before they can see the effected
changes.
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Defining the Descriptive
Flexfield Structure
Identifying a DescriptiveFl fi ld
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Flexfield
The presence of a descriptive flexfield on a formis indicated by brackets. Whenever you see this,
there is a descriptive flexfield defined for use
with that form.
In some cases, there may be multipledescriptive flexfields associated with the same
form.
Determining the DescriptiveFl fi ld N
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Flexfield Name
1. Click a field in the same block in which thedescriptive flexfield appears.
2. Select Help > Diagnostics > Examine.
3. A window showing information about the
selected field appears.4. Note the name of the block in which the field
is located.
Determining AvailableR
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Resources
Use the list of values for the Column field inthe Segments Summary window to determine
how many segments you can plan to use.
Identifying Your InformationN d
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Needs
What additional information needs to becaptured?
Is there any information that you need to
capture each time?
Is there information that you need to capture onan ad hoc basis?
Can the need for capturing ad hoc information
be conditioned on a value in a base window?
How much control over window processing do
you want to give the user?
Identifying the NecessaryI f ti
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Information
Store number Check number
Credit card number
Expiration date Down payment
Grouping Information by Usage
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Grouping Information by Usage
Situation 1:
(finance)
Situation 2:
(check)
Situation 3:
(credit card)
Store number
Store number
Store number
Check number
Credit card number Expiration
Date
Down payment
Isolate Common Information
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so a e Co o o a o
Used by
all tasks
Varies by
task
Situation 1:
(finance)
Situation 2:
(check)
Situation 3:
(credit card)
Store number
Store number
Store number Credit card number
Down payment
Expiration
Date
Check number
Determine Different Contexts
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Store number
Store number
Store number
Check number
Credit card number
Down payment
Finance context
Check context
Credit card context
Expiration
Date
Situation 1:
(finance)
Situation 2:
(check)
Situation 3:
(credit card)
Descriptive FlexfieldC t
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Components
Global segment: Displays information that iscommon to all contexts
Context-sensitive segment: Displays information
that is appropriate only to a particular context
Reference field: A field in the application windowwhose value is used to determine contexts
Context field: A field in the structure whose
value is used to determine contexts
Using Global Segments
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g g
GlobalSegments
(Common)
Credit card context
Finance context
Check context
Store number
Store number
Store number
Context-Sensitive Segments
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g
Context-SensitiveSegments
(Vary by context)
Finance context
Down payment
Finance terms
Account
Check context
Second ID
Credit card context
Card numberExpiration date
Store number
Store number
Store number
Distinguishing BetweenContexts
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Contexts
ContextfieldCredit card context
SecondID
Finance context
Check context
Store number
Storenumber
Downpayment
Financeterms
Account
CardnumberExpirationdate
Storenumber
Using Reference and ContextFields
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Fields
Reference Field: A field on the existing formwhose value is used to automatically distinguish
between contexts
Context Field: A field created in the descriptive
flexfield structure that is used to allow the userto manually select different contexts
Using Reference Fields
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Using Reference FieldsExisting
applicationwindow
Proposed
flexfield
designs
Reference field
Global
Data
Elements
Context
Sensitive
Fields
Context 1Context 2
Global
Data
Sensitive
Fields
Elements
Context
Identifying ReferenceableColumns
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Columns
Use the list of values for the Reference Fieldin the Descriptive Flexfield Segments window
to determine the fields that are available for
use as reference fields for this descriptive
flexfield.
Using Context Fields
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g
Proposed flexfield designs
Existing
applicationwindow
(Context fields)
Context 1
Context 2
Global
DataElements
Context
Sensitive
Fields
(Context)
Global
DataElements
Context
Sensitive
Fields
(Context)
Locating the Flexfield Definition
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g
Use the Descriptive Flexfield Segments windowto locate the target flexfield definition by finding
the application that owns the definition and the
flexfield title.
A flexfield may appear in more than onewindow. However, defining the flexfield once
automatically defines it for all locations.
After you access the definition, you can start
making the changes. If the flexfield is alreadyfrozen, unfreeze it first.
Storing Descriptive FlexfieldSegments
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Segments
Global AAA
Context BBB
Context CCC
Global AAA
Context DDD
Structure A Structure B
Structure A
Structure B
Global AAA
Global AAA
Context BBB
Context DDD
Context CCC
CONTEXT ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3
Freezing and Compiling theDefinition
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Definition
Use the Descriptive Flexfield Segmentswindow to:
Freeze the flexfield definition by selecting the
Freeze Flexfield Definition check box
Compile the flexfield definition by clicking theCompile button