peoplesoft application designer practice 8.43

7/28/2019 PeopleSoft Application Designer Practice 8.43

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PeopleSoftPeopleSoft

PracticePractice

ApplicationApplicationDesignerDesigner


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

AgendaAgenda

PeopleSoft ApplicationPeopleSoft Application

DesignerDesigner

Steps involved in creating aSteps involved in creating a

ComponentComponent


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ApplicationApplication

DesignerDesignerPeopleSoft ApplicationPeopleSoft Application

designer(8.43) is a tool fordesigner(8.43) is a tool fordeveloping web enableddeveloping web enabledPeopleSoft applicationsPeopleSoft applications


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Creating an ApplicationCreating an Application

Simple 9 stepsSimple 9 steps1. Create Field Definition1. Create Field Definition

2. Create Record Definition.2. Create Record Definition.

3. Build the Record Definition.3. Build the Record Definition.

4. Create page Definition.4. Create page Definition.

5. Create Component Definition.5. Create Component Definition.

6. Include pages into component Definition.6. Include pages into component Definition.

7. Creating Menu Definition.7. Creating Menu Definition.

8. Assigning security to the menu.8. Assigning security to the menu.

9. Test the application9. Test the application

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Creating a ComponentCreating a Component

F1 F5F2 F3 F4 FNFN-1F12F11F6 _ _ _ _ _

REC1 REC2 RECN

PAGE1 PAGE2 PAGE N

COM1 COM NCOM2

Application

_ _ _ _ _ _ _ _ _ _ _

_ _ _

_ _ _ _

F Field

REC Record

COM Component


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Simple 9 stepsSimple 9 steps1.1. Create Field DefinitionCreate Field Definition2. Create Record Definition.2. Create Record Definition.

3. Build the Record Definition.3. Build the Record Definition.4. Create page Definition.4. Create page Definition.



7. Creating Menu Definition.7. Creating Menu Definition.8. Assigning security to the menu.8. Assigning security to the menu.

9. Test the application9. Test the applicationS8

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FieldField

DefinitionDefinition


8/338 8Yes-V Software Solutions (P) Ltd.,

Field DefinitionField Definition

Fields are the basic Building BlocksFields are the basic Building Blocks There are two types of FieldsThere are two types of Fields

1.1. FieldField2.2. Record FieldRecord Field

Fields that are grouped together as a unit areFields that are grouped together as a unit arecalled record definitionscalled record definitions

Additional Characteristics are defined to theAdditional Characteristics are defined to theRecord Field which is specific to that record,Record Field which is specific to that record,

called Record Field Properties.called Record Field Properties.

Record field properties areRecord field properties are notnotshared withshared withother records in which the field is used. Whereother records in which the field is used. Whereas Field Properties are sharedas Field Properties are shared

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

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Attributes of a FieldAttributes of a Fielddefinitiondefinition Field typeField type Field lengthField length Field LabelsField Labels

Label IdLabel IdLong nameLong name

Short nameShort name

DefDef Field formatField format

Format typeFormat typeFamilyFamily

Display nameDisplay name Not UsedNot Used Chart fieldChart field

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Field typeField type

Character (Char) Its maximum length ranges from 1-254Character (Char) Its maximum length ranges from 1-254

Long Character (Long)-Its maximum length is 64000 charactersLong Character (Long)-Its maximum length is 64000 characters

Number (Nbr) Signed or Unsigned NumberNumber (Nbr) Signed or Unsigned Number

Signed Number (Sign)Signed Number (Sign)

Date (Date)-field length of 10 and is maintained by the systemDate (Date)-field length of 10 and is maintained by the systemTime (Time)- 15 positions, format of HH:MI:SS.999999Time (Time)- 15 positions, format of HH:MI:SS.999999

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

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

ImageReference (Iref)- to store static images that can be changed at runtime withImageReference (Iref)- to store static images that can be changed at runtime withPeopleCodePeopleCode

Attachment (Att) - Maps to a BLOB database type to hold the contents of a fileAttachment (Att) - Maps to a BLOB database type to hold the contents of a fileattachmentattachment

Field lengthField lengthSpecifies the length of the fieldSpecifies the length of the field

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Field LabelsField Labels

Attributes:Attributes:

Label IdLabel Idunique identifier for the field .unique identifier for the field .

less than 18 characters, without spaces, andless than 18 characters, without spaces, andUPPERCASEUPPERCASE

Long nameLong name

The Record Field Table, long option for a page field.The Record Field Table, long option for a page field.Up to 30 charactersUp to 30 characters

Short nameShort name

An alternate name to use on pages and reports.An alternate name to use on pages and reports.

Up to 15 charactersUp to 15 characters

DefDefDef stands for default fieldDef stands for default field

The line which is checked (tick mark) is taken as theThe line which is checked (tick mark) is taken as the

default label id.default label id.

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Not UsedNot Used

Read only CheckRead only Checkbox. Values can bebox. Values can bechanged throughchanged throughPeopleCode.PeopleCode.

This causes theThis causes thefieldfield Skipped as part ofSkipped as part of

the unique index.the unique index. Exposed toExposed to

PeopleCode forPeopleCode forread and writeread and writeoperations.operations.

ChartFieldChartField

Read only CheckRead only Checkbox.box.

Values can beValues can bechanged throughchanged through

PeopleCodePeopleCode

Used for characterUsed for character

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Read Only

Check Box


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Field formatField formatField format specificationsField format specifications

affect internal values thataffect internal values thatare stored in the databaseare stored in the database

Format typeFormat type

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UppercaseUppercase NameName

Phone Numbers (North America)Phone Numbers (North America) SSNSSN

Zip/Postal Code (North America)Zip/Postal Code (North America) Mixed CaseMixed Case

Raw BinaryRaw Binary Numbers OnlyNumbers Only

Phone Numbers (International)Phone Numbers (International) SINSIN

Zip/Postal Code (International)Zip/Postal Code (International) CustomCustom

FamilyFamilyFormats are organizedFormats are organized

into format families, whichinto format families, whichcan include one or morecan include one or moreunique formats.unique formats.

Display nameDisplay nameThe Display Name givenThe Display Name given

to the Format Familyto the Format Family


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Field FormatField Format

Click New ButtonClick New ButtonNew Dialogue BoxNew Dialogue Box

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Enter values in Stored and DisplayEnter values in Stored and Display

Group Boxes and Click AddGroup Boxes and Click Add

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Field Formats EditingField Formats Editing

FormatsFormats

The Edit Formats dialog box presents a treeThe Edit Formats dialog box presents a treecontrol where you define the stored andcontrol where you define the stored anddisplay formats for a family and all options anddisplay formats for a family and all options andattributes. This dialog box enables you to:attributes. This dialog box enables you to:

Add, update, and delete stored and displayAdd, update, and delete stored and displayformats.formats.

Enter a description for the family.Enter a description for the family. Specify options, such as uppercase and smartSpecify options, such as uppercase and smart

punctuation, for the family.punctuation, for the family.

Changes are saved when you click OK.Changes are saved when you click OK.S8

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Field Formats EditingField Formats Editing

FormatsFormats

This following slides show how to:This following slides show how to: Add a new stored format.Add a new stored format. Add a new display format to aAdd a new display format to a

stored format.stored format. Update a display format.Update a display format. Delete stored formats.Delete stored formats.

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Adding a New Stored FormatAdding a New Stored Format1.1. Open the format family to which you want to add aOpen the format family to which you want to add a

format.format.

2.2. Select the format family name.Select the format family name.

3.3. Enter the stored and display names and formatEnter the stored and display names and formatnotation.notation.

4.4. ClickClick Add.Add.

5.5. The new format appears in the tree below the existingThe new format appears in the tree below the existingformats.formats.

Adding a New Display Format to a StoredAdding a New Display Format to a StoredFormatFormat

1.1. In the tree, select the stored format name to whichIn the tree, select the stored format name to whichyou want to add a display format.you want to add a display format.

2.2. In theIn the DisplayDisplay group box, enter a new name andgroup box, enter a new name and

format notation.format notation.

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Field Format - EditingField Format - Editing

To add New FormatTo add New Format

To Existing one.To Existing one.

Select a Format Family and Click Edit.Select a Format Family and Click Edit.

The Edit dialogue Box appears.The Edit dialogue Box appears.

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Updating a Display FormatUpdating a Display Format

1.1. To update a display format:To update a display format:

2.2. Select the display format in the tree view.Select the display format in the tree view.

3.3. Select a display format and enter theSelect a display format and enter the

enabled fields.enabled fields.4.4. ClickClick UpdateUpdate to update the display.to update the display.

Deleting Stored FormatsDeleting Stored Formats

1.1. To delete a stored format:To delete a stored format:

2.2. Select the display format.Select the display format.3.3. Click theClick the DeleteDelete button.button.

4.4. PeopleSoft Application Designer displays aPeopleSoft Application Designer displays awarning message indicating that deleting awarning message indicating that deleting adisplay format might strand stored data.display format might strand stored data.

SelectSelectYesYes to continue with the delete.to continue with the delete.

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Field Format - EditingField Format - Editing

Select the Display Format in the Tree viewSelect the Display Format in the Tree view

Update the FormatUpdate the Format

Delete the FormatDelete the Format

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Testing FormatsTesting Formats

To test a format family:To test a format family:

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

2.2. Click either DB->Display and Display->DB toClick either DB->Display and Display->DB toprocess the format.process the format.

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Field Format - TestField Format - Test

Click any one of themClick any one of them

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Result will be Displayed hereResult will be Displayed here


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Field PropertiesField Properties

The Field Properties DialogueThe Field Properties DialogueBox haveBox have

General TabGeneral Tab

Field DefinitionField Definition is to enteris to entercomments regarding the fieldcomments regarding the fieldDefinitionDefinition

Owner IDOwner ID drop-down list boxdrop-down list boxenables you to select a validenables you to select a validowner, as in applicationowner, as in application

project or roleproject or role

Last UpdatedLast Updated group boxgroup boxcontains informationdate, time,contains informationdate, time,and user IDabout theand user IDabout the

last time the field definitionlast time the field definitionwas modifiedwas modified

International Format Setting TabInternational Format Setting Tabare not in use for PeopleTools 8.4.are not in use for PeopleTools 8.4.

Translate Values tabsTranslate Values tabs

This is available only forThis is available only for

Character Field of max length 4.Character Field of max length 4.

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This is

available

only for

Character

Field of max

length 4


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Creating New Field DefinitionsCreating New Field Definitions

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

1.1. Click theClick the NewNew button on the PeopleSoftbutton on the PeopleSoftApplication Designer toolbar.Application Designer toolbar.

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

3.3. SelectSelect Field.Field.

4.4. Click OK.Click OK.

5.5. Select one of the following field types fromSelect one of the following field types from

the Field Type drop-down list box.the Field Type drop-down list box.6.6. Then specify the required attributes forThen specify the required attributes for

that field Type.that field Type.

7.7. And Save the Field Definition.And Save the Field Definition.

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New icon inNew icon in

ApplicationApplicationDesignerDesigner

Tool barTool bar

OROR

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Field has been DefinedField has been Defined

Save Dialogue BoxSave Dialogue Box

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Opening an E isting FieldOpening an Existing Field


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Opening an Existing FieldOpening an Existing Field


Select File, Open from theSelect File, Open from themenumenu

From this dialog box, youFrom this dialog box, youcan view all availablecan view all availablefields in the database. Youfields in the database. You

can open all fields of acan open all fields of acertain type or from acertain type or from aspecific project, or you canspecific project, or you canopen a specific field or setopen a specific field or setof fields.of fields.

Clone an existingClone an existing

definitiondefinition

To create a field definitionTo create a field definitionwith attributes similar towith attributes similar toan existing one:an existing one: Open an existing fieldOpen an existing field

definition.definition.

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

Select a FieldSelect a Field

And Click OpenAnd Click Open

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Viewing Field PropertiesViewing Field Properties

There are several ways toThere are several ways toview field properties.view field properties.

While in the field definitionWhile in the field definitionworkspace, click theworkspace, click theProperties button.Properties button.

Select Field, DefinitionSelect Field, DefinitionProperties.Properties.

While in a recordWhile in a recorddefinition:definition:

Select the field.Select the field.

Right-click the fieldRight-click the fieldname.name.

SelectSelect View FieldView FieldPropertiesProperties from thefrom the

pop-up menu.pop-up menu.

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Changing Field DefinitionChanging Field Definition

Changing a field Definition has theChanging a field Definition has the

following effectsfollowing effects We might need to change the FieldWe might need to change the Field

Properties and attributesProperties and attributesThe change affects everyThe change affects every

occurrence of the field in everyoccurrence of the field in every

record definitionrecord definition

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Changing Field TypeChanging Field Type

Change a field type by opening a field andChange a field type by opening a field andselecting another field type from the drop-selecting another field type from the drop-down list boxdown list box

Renaming Field DefinitionRenaming Field Definition

There are two ways to rename a fieldThere are two ways to rename a fielddefinition:definition:

Using the Rename DefinitionUsing the Rename Definition

dialog box.dialog box.

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Renaming Field DefinitionRenaming Field Definition

Using the Rename Definition Dialog BoxUsing the Rename Definition Dialog BoxTo rename a field definition from the Rename Definition dialog box:To rename a field definition from the Rename Definition dialog box:1.1. Select File, Rename to open the Rename Definition dialogSelect File, Rename to open the Rename Definition dialog

box.box.2.2. SelectSelect FieldField as the definition type.as the definition type.3.3. Enter the name of the field.Enter the name of the field.4.4.

If you arent sure of the name or the correct spelling, useIf you arent sure of the name or the correct spelling, usethe search criteria fields to locate the field to rename.the search criteria fields to locate the field to rename.

The list displays field names that match your searchThe list displays field names that match your searchcriteria.criteria.

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

6.6. The field name becomes available for entry, and you canThe field name becomes available for entry, and you can

type the new name.type the new name.7.7. When you finish typing the new name, press ENTER orWhen you finish typing the new name, press ENTER or

click theclick the RenameRename button.button.8.8. The Rename Field dialog box appears. Select the recordsThe Rename Field dialog box appears. Select the records

in which you want the field to be renamed. Thein which you want the field to be renamed. The De-De-select Allselect All button toggles tobutton toggles to Select All.Select All.


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Rename FieldRename Field

Select a FieldSelect a Field

Click RenameClick Rename

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Now you canNow you can

rename the fieldrename the field

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Click OKClick OK

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Rename FieldRename Field Effects in RecordEffects in Record


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Rename FieldRename Field-Effects in Record-Effects in RecordDefinitionDefinition

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

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

To rename a field definition from the Open DefinitionTo rename a field definition from the Open Definitiondialog box:dialog box:

1.1. To display the Open Definition dialog box, select File,To display the Open Definition dialog box, select File,Open.Open.

2.2. This dialog box enables you to set up search criteria forThis dialog box enables you to set up search criteria for

locating field names.locating field names.3.3. Select Field as the definition type.Select Field as the definition type.4.4. If you have additional information, use theIf you have additional information, use the NameName field.field.

You can further narrow your search criteria by selecting aYou can further narrow your search criteria by selecting afield type or the name of the project that contains thefield type or the name of the project that contains thefield to delete.field to delete.

5.5.

Click theClick the OpenOpen button or press ENTER when you havebutton or press ENTER when you havecompleted your search criteria.completed your search criteria.6.6. You can rename a field in the Open Definition dialog boxYou can rename a field in the Open Definition dialog box

by selecting the field, right-clicking the field name, andby selecting the field, right-clicking the field name, andselectingselecting Rename.Rename.

7.7. You can also select the field name and click it a secondYou can also select the field name and click it a secondtime. The field name becomes available for entry and youtime. The field name becomes available for entry and you

can enter a new name.can enter a new name.8.8. When you finish typing the new name, press ENTER orWhen you finish typing the new name, press ENTER or

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Deleting Field DefinitionDeleting Field Definition

This section discusses two ways to delete a field definition:This section discusses two ways to delete a field definition:1.1. Using the Delete Definition dialog box.Using the Delete Definition dialog box.2.2. Using the Open Definition dialog box.Using the Open Definition dialog box.

The important thing to be noted is that you cannot delete aThe important thing to be noted is that you cannot delete afield that is currently used in any recordfield that is currently used in any record

Using the Delete Definition Dialog BoxUsing the Delete Definition Dialog Box1.1. To delete field definitions from the Delete DefinitionTo delete field definitions from the Delete Definition

dialog box:dialog box:2.2. Select File, Delete to open the Delete Definition dialogSelect File, Delete to open the Delete Definition dialog

box.box.3.3. In the Delete Definition dialog box, set up search criteriaIn the Delete Definition dialog box, set up search criteria

for locating field names.for locating field names.

4.4. SelectSelect FieldField as the definition type.as the definition type.5.5. If you have additional information, use theIf you have additional information, use the NameName field.field.6.6. Select a field type or the name of the project thatSelect a field type or the name of the project that

contains the field that you want to delete.contains the field that you want to delete.7.7. This further narrows your search criteria.This further narrows your search criteria.

8.8. When your search results appear in the output window,When your search results appear in the output window,

delete the field definition by selecting the field anddelete the field definition by selecting the field andclicking theclicking the DeleteDelete button or double-clicking the fieldbutton or double-clicking the field

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A Field cannot be deleted if it is used on a recordA Field cannot be deleted if it is used on a record

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

dialog box:dialog box:

2.2. Select File, Open to display the Open Definition dialogSelect File, Open to display the Open Definition dialogbox.box.

3.3. This dialog box enables you to set up search criteria forThis dialog box enables you to set up search criteria forlocating field names.locating field names.

4.4. SelectSelect FieldField as the definition type.as the definition type.

5.5. Enter theEnter the NameName field if you have additional information.field if you have additional information.

6.6. You can further narrow your search criteria by selectingYou can further narrow your search criteria by selecting

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

7.7. When you have completed your search criteria, clickWhen you have completed your search criteria, clickOpenOpen or press ENTER.or press ENTER.

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

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

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Printing Field DefinitionPrinting Field Definition

Two Ways to print FieldTwo Ways to print FieldDefinitionDefinition

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

field definition windowfield definition window(or click the Print button(or click the Print buttonin the toolbar) to openin the toolbar) to openthe Print dialog box,the Print dialog box,

specify printing options.specify printing options.

2.2. Open Definition dialog box.Open Definition dialog box. On the list resulting fromOn the list resulting from

your search, right-clickyour search, right-clickthe name of the fieldthe name of the fielddefinition that you wantdefinition that you wantto print,to print,

selectselect PrintPrintfrom thefrom thepop-up menu to viewpop-up menu to viewyour printing options.your printing options.

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Translate TableTranslate Table

It is a Prompt Table to store values forIt is a Prompt Table to store values for

fields that dont need individual promptfields that dont need individual prompttables of their owntables of their own

Criteria for Prompt TableCriteria for Prompt Table Field type isField type is Character.Character. Field length is 1 to 4 characters.Field length is 1 to 4 characters.

Field values consist of a relativelyField values consist of a relativelysmall, static set of values that are notsmall, static set of values that are notmaintained by the user.maintained by the user.

No other fields relate to this field.No other fields relate to this field.

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Field length is 1 to 4 charactersField length is 1 to 4 characters..

Translate Value Tab appearsTranslate Value Tab appears

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Attributes of Prompt TableAttributes of Prompt Table FIELD NAME Field name, such as ABSENCE_TYPEFIELD NAME Field name, such as ABSENCE_TYPE LANGUAGE_CD Language codeLANGUAGE_CD Language code FIELD VALUE Value for the fieldFIELD VALUE Value for the field EFFDT Effective dateEFFDT Effective date VERSION Internal version number (system-VERSION Internal version number (system-

maintained)maintained) EFF_STATUS Statusactive or inactiveEFF_STATUS Statusactive or inactive XLATLONGNAME 30-character description; used as a labelXLATLONGNAME 30-character description; used as a label

on pages andon pages andreportsreports

XLATSHORTNAME 10-character description; used as a labelXLATSHORTNAME 10-character description; used as a label

on pages andon pages andreportsreports

LASTUPDDTTM DateTime field showing the last timeLASTUPDDTTM DateTime field showing the last timethat a field wasthat a field was

updatedupdated LASTUPDOPRID User ID of the user who most recentlyLASTUPDOPRID User ID of the user who most recently

updated theupdated the fieldfield

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Adding Translate ValuesAdding Translate ValuesTo add translate values to the Translate TableTo add translate values to the Translate Table::1.1. From a field definition window, select File, DefinitionFrom a field definition window, select File, Definition

Properties.Properties.You can also right-click and selectYou can also right-click and select Field Properties,Field Properties, oror

press ALT-press ALT-

ENTER.ENTER.

2.2. From a record field definition window, right-click the field, andFrom a record field definition window, right-click the field, andselectselect View TranslatesView Translates from the pop-up menu.from the pop-up menu.

3.3. Select the Translate Values tab.Select the Translate Values tab.The Translate Values dialog box displays existing values for theThe Translate Values dialog box displays existing values for the

field and enables you to add, change, or delete values. In thefield and enables you to add, change, or delete values. In theLast UpdatedLast Updated box, you see informationdate, time, and userbox, you see informationdate, time, and userIDabout the last update for the selected translate value.IDabout the last update for the selected translate value.

4.4. ClickClick AddAdd to define a new value.to define a new value.5.5. Enter the field value, effective date, long name, and shortEnter the field value, effective date, long name, and short

name that your users enter on the page.name that your users enter on the page.

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Changing Translate ValuesChanging Translate Values To change an existing translate value, selectTo change an existing translate value, select

the value and clickthe value and click Change,Change, or double-clickor double-click

the value. The system displays the Changethe value. The system displays the ChangeTranslate Table dialog box in which you canTranslate Table dialog box in which you can

make the necessary changes.make the necessary changes.

Deleting Translate ValuesDeleting Translate Values

To delete the value, select it and click theTo delete the value, select it and click theDeleteDelete button. The row disappears.button. The row disappears.

Deleting should be the last option. If you dontDeleting should be the last option. If you dontwant the value, deactivate it by changing thewant the value, deactivate it by changing the

status to Inactivestatus to Inactive

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Changing translate

value

Deleting translate

value

Saving translate

value

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Saving Translate ValueSaving Translate Value

After you have made all of your changesAfter you have made all of your changes

to the Translate Table, you must saveto the Translate Table, you must savethethe entire field definition.entire field definition.There is no save option specifically forThere is no save option specifically for

translate values. Clicktranslate values. Click OKOKfrom the Fieldfrom the Field

Properties dialog boxProperties dialog box save the field definition by clicking thesave the field definition by clicking the

SaveSave button or selecting File, Save.button or selecting File, Save.

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Effective DateEffective Date

The Effective Date Field has specialThe Effective Date Field has specialproperties related to the processing ofproperties related to the processing of

effective dates on rows and should beeffective dates on rows and should be

used when neededused when needed Effective date is used for maintainingEffective date is used for maintaining

Data History Past, Current & Future.Data History Past, Current & Future.

Only one current data and multipleOnly one current data and multiple

occurrences of future and history.occurrences of future and history.

The information helps to look at whatsThe information helps to look at whats

happened up to now and plan for thehappened up to now and plan for the

future.future.

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Three Types of Effective DateThree Types of Effective Date

FutureFuture Data rows that have effectiveData rows that have effectivedates greater than the systemdates greater than the systemdate-usually todays datedate-usually todays date

CurrentCurrent The data row with the mostThe data row with the mostrecent effective date closest torecent effective date closest totodays (system) date .but not atodays (system) date .but not afuture date.future date.

HistoryHistory Data rows that have effectiveData rows that have effectivedates less than the current datadates less than the current datarowrow

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Effective Date Impact on different ActionEffective Date Impact on different Action

TypeTypeAction TypeAction Type viewview ChangeChange Insert NewInsert NewRowsRows

Update/DispUpdate/Disp

laylayCurrent,Current,

FutureFutureFuture OnlyFuture Only Effective DateEffective Date

Greater thanGreater thanthe Currentthe CurrentRowRow

Update/DispUpdate/Display Alllay All

History,History,Current,Current,

FutureFuture

Future OnlyFuture Only Effective DateEffective DateGreater thanGreater than

the Currentthe CurrentRowRow

CorrectionCorrection History,History,

Current,Current,FutureFuture

All ExistingAll Existing

RowsRows

Add new RowsAdd new Rows

with nowith noEffective DateEffective Date

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Effective Date - ExampleEffective Date - Example

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Effective Date - ExampleEffective Date - Example

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Effective Date ExampleEffective Date Example


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Effective Date ExampleEffective Date Example

Current mode is Update/Display

We cannot change current or history records

unless in correction mode

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Effective StatusEffective Status

Used with Effective Date, enables theUsed with Effective Date, enables the

system to select the appropriatesystem to select the appropriate

effective-Dated rowseffective-Dated rows

It takes two translate valuesIt takes two translate values ActiveActive

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Effective SequenceEffective Sequence

The Effective Sequence field servesThe Effective Sequence field serves

different purposes depending ondifferent purposes depending on

whether or not its paired withwhether or not its paired with

Effective Date.Effective Date.When Effective sequence is pairedWhen Effective sequence is paired

with Effective Date, we can assignwith Effective Date, we can assign

a unique sequence number to eacha unique sequence number to eachrow that has the same effectiverow that has the same effective

datedate

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2.2. Create Record Definition.Create Record Definition.

3. Build the Record Definition.3. Build the Record Definition.4. Create page Definition.4. Create page Definition.





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RecordRecord


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Fields that are grouped together as a unitFields that are grouped together as a unitformsforms record definitionsrecord definitions

A record definition represents what theA record definition represents what theunderlying SQL database tables look like andunderlying SQL database tables look like andhow they process data.how they process data.

Planning Record DefinitionPlanning Record Definition

You actually define two layers of information:You actually define two layers of information:1.1. Record levelRecord level - Determine the ultimate- Determine the ultimate

purpose of the record definition and how it willpurpose of the record definition and how it willbe used in the systembe used in the system

2.2. Field level -Field level - plan the details of what types ofplan the details of what types offields to addfields to add

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Types of RecordTypes of Record SQL TableSQL Table

SQL ViewSQL View

Dynamic ViewDynamic View Derived/WorkDerived/Work

SubRecordSubRecord

Query ViewQuery View

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Viewing Record DefinitionsViewing Record DefinitionsThe Purpose of Record Definition ViewThe Purpose of Record Definition View

is :is :

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

default values.default values.

View editing options.View editing options.

View PeopleCode program types.View PeopleCode program types. Reorder fields.Reorder fields.

Identify PeopleCode that is attached toIdentify PeopleCode that is attached to

fields.fields.

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Viewing Record DefinitionsViewing Record Definitions The four Views of the Record areThe four Views of the Record are

1.1. Field DisplayField Display

2.2. Use DisplayUse Display

3.3. Edits DisplayEdits Display

4.4. PeopleCode Display.PeopleCode Display.

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

the record definitionthe record definition

.. Field definition characteristics are globalthey affect allField definition characteristics are globalthey affect allrecord definitions in which the field is used.record definitions in which the field is used.

Use DisplayUse Display Use Display mode shows key-related characteristics andUse Display mode shows key-related characteristics and

default values for fields that determine how fields aredefault values for fields that determine how fields are

used in a recordused in a record The use characteristics might differ for fields that areThe use characteristics might differ for fields that are

used on more than one record definitionused on more than one record definition

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DisplayDisplay

Field DisplayField Display

Shows basic field definition characteristics

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DisplayDisplay

Use DisplayUse Display

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Viewing Record DefinitionsViewing Record Definitions

Edit DisplayEdit Display

shows all editing options (edit as ashows all editing options (edit as a

validation rule) that are availablevalidation rule) that are availablefor fields in a record .for fields in a record .

Edits on a field vary from oneEdits on a field vary from one

record definition to another .record definition to another .

PeopleCode DisplayPeopleCode Display

contains a column for each PeopleCodecontains a column for each PeopleCode

ro ram t e and s ecifies whether aro ram t e and s ecifies whether a

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Edit DisplayEdit DisplayEdit DisplayEdit Display

Shows all editing optionsShows all editing options

That are available for fields in a recordThat are available for fields in a record

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Indicates PeopleCode has beenIndicates PeopleCode has been

written for the Eventwritten for the Event


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Saving Record DefinitionsSaving Record Definitions

After adding or changing one element in theAfter adding or changing one element in the

new definition, save the work and name thenew definition, save the work and name therecord.record.

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

To save a new record definition:To save a new record definition: select File, Save orselect File, Save or File, Save As.File, Save As.

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Saving Record DefinitionSaving Record Definition

Save Dialogue BoxSave Dialogue Box

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Naming Record DefinitionsNaming Record Definitions

The name length can be up to 15 characters,The name length can be up to 15 characters,

with the exception of thewith the exception of the

Temporary TableTemporary Table

typetype, which has a, which has a maximum length of 13maximum length of 13..

The name must begin with a letter and canThe name must begin with a letter and cancontain underscores to make it morecontain underscores to make it more

readable.readable.

Avoid special characters, such asAvoid special characters, such as ## oror $,$,which can cause problems in some databasewhich can cause problems in some database

environmentsenvironments

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Naming Record DefinitionsNaming Record Definitions Record Naming ConventionsRecord Naming Conventions

_TBL_TBL Identifies an edit or prompt table that containsIdentifies an edit or prompt table that containsdatadata

that is used for validationthat is used for validation

_VW_VW Identifies a record definition that is physicallyIdentifies a record definition that is physicallyimplemented by defining a SQL view.implemented by defining a SQL view.

_DVW_DVW Identifies a dynamic view.Identifies a dynamic view.

_WRK_WRK

Identifies derived work records.Identifies derived work records.

_SBR_SBR Identifies subrecords.Identifies subrecords.

_QVW_QVW Identifies a query view.Identifies a query view.

_WL_WL Identifies the record as a worklist recordIdentifies the record as a worklist recorddefinition.definition.

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Naming Record DefinitionsNaming Record Definitions Record Naming ConventionsRecord Naming Conventions

R_R_ Identifies work record definitions for SQR reports.Identifies work record definitions for SQR reports.

AUDIT_AUDIT_ Identifies record definitions that store auditIdentifies record definitions that store auditinformation for other record definitions in the database.information for other record definitions in the database.

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

FUNCLIB_FUNCLIB_ Identifies record definitions that contain writtenIdentifies record definitions that contain written

PeopleCode functions, asPeopleCode functions, asopposed to built-in functions. These self-developedopposed to built-in functions. These self-developed

functions are generallyfunctions are generally

located in FieldFormula events, and the records arelocated in FieldFormula events, and the records areusually derivedusually derived

DERIVED_DERIVED_ Identifies shared record definitions (across anIdentifies shared record definitions (across an

application module orapplication module orrou that have fields for Peo leCode events.

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Creating a New RecordCreating a New Record

1.1. Select File, New.Select File, New.

2.2. SelectSelect Record.Record.


4.4. The object workspace appears so thatThe object workspace appears so that

you can build a list of fields in a recordyou can build a list of fields in a record

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Object WorkSpace where the relatedObject WorkSpace where the related

fields are populated to form a Recordfields are populated to form a Record

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Fields are now inserted into recordFields are now inserted into record

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

2.2. SelectSelect RecordRecord from thefrom the Definition TypeDefinition Type

list.list.3.3. ClickClick Open.Open.

4.4. In the Open Definition dialog box, enter thIn the Open Definition dialog box, enter thfirst letter of the record for which you arefirst letter of the record for which you are

searching.searching.5.5. ClickClick OpenOpen

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Opening an Existing RecordOpe g a s g eco d

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Opening an Existing Recordp g g

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Record Definition

Manipulating Fields in RecordManipulating Fields in RecordDefinitionDefinition

1.1. Add fieldsAdd fields

2.2.

Reorder fieldsReorder fields3.3. Move fieldsMove fields

4.4. Delete fieldsDelete fields

5.5. Rename fieldsRename fields

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eco d e o

Manipulating Fields in RecordManipulating Fields in Record


1.1. Inserting Fields into RecordsInserting Fields into Records

Inserting can be done in three Ways:Inserting can be done in three Ways:

1.1. Using the project workspace tree.Using the project workspace tree.2.2. Using the Insert menu (Insert, Field).Using the Insert menu (Insert, Field).

3.3. Dragging fields from existing records.Dragging fields from existing records.

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gg

Inserting through Insert MenuInserting through Insert Menu

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1.1. Inserting SubRecord into RecordsInserting SubRecord into Records Select Insert, SubRecord to search, select, and insertSelect Insert, SubRecord to search, select, and insert

subrecords into a record.subrecords into a record. A subrecord enables you to add a group of fields that areA subrecord enables you to add a group of fields that are

commonly used in multiple record definitions.commonly used in multiple record definitions.

A subrecord must be defined before it can be inserted intoA subrecord must be defined before it can be inserted into

a record definitiona record definition..S8

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RecordsRecords

Inserting through Insert MenuInserting through Insert Menu

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2. Reordering Fields2. Reordering Fields

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

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

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3.Moving Fields3.Moving Fields Moving Fields in the Same RecordMoving Fields in the Same Record

Moving Fields Another Record DefinitionMoving Fields Another Record Definition

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Selecting a Field to MoveSelecting a Field to Move

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PeopleSoft System will ask

for confirmation to

move from one record

to another record

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Pasting into Another RecordPasting into Another Record

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Moved the Field to Another RecordMoved the Field to Another Record

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

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

clickclickYes.Yes.

if you delete a field from a record definition, you mustif you delete a field from a record definition, you mustalso delete it from any pages on which it appearsalso delete it from any pages on which it appears

Modify or remove PeopleCode when you find referencesModify or remove PeopleCode when you find referencesto the deleted field.to the deleted field.

5.5. Renaming FieldsRenaming Fields

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Asking for Confirmation

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Once you Click yes, the Field will be deleted.Once you Click yes, the Field will be deleted.

After that save the recordAfter that save the record

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Renaming Record DefinitionRenaming Record Definition1.1. To rename a record definition:To rename a record definition:

2.2. Select File, Rename.Select File, Rename.

3.3. The Rename Definition dialog box appearThe Rename Definition dialog box appear4.4. SelectSelect RecordRecord fromfrom Definition Type.Definition Type.

5.5. ClickClick Rename.Rename.

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

7.7. A rectangular box appears around theA rectangular box appears around thename.name.

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

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Allowing you toAllowing you to

Rename the RecordRename the RecordS8

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Close the records before renamingClose the records before renamingS8

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Click Yes to Confirm RenameClick Yes to Confirm Rename

Record has been renamedRecord has been renamed

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Deleting Record DefinitionDeleting Record Definition1.1. Select File, Delete.Select File, Delete.

2.2. Select the record definition to delete.Select the record definition to delete.

3.3. ClickClick Delete.Delete.4.4. Warning!Warning! When you delete a recordWhen you delete a record

definition, the system automaticallydefinition, the system automaticallydeletes any PeopleCode that is associateddeletes any PeopleCode that is associated

with the recordwith the record..

5.5. ClickClickYesYes if you really want to delete theif you really want to delete therecord definition.record definition.

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Select a Record and Press Delete.Select a Record and Press Delete.

It will ask for confirmation. Click YesIt will ask for confirmation. Click Yes

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close the record

prior performing the

deletion operation

Confirm Deletion by clicking yesS8

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Printing Record DefinitionPrinting Record Definition Select File, Page Setup toSelect File, Page Setup to

change any of the printchange any of the printrecord defaults.record defaults.The system retains yourThe system retains your

changes until you resetchanges until you resetthem again. The Pagethem again. The PageSetup dialog box appears.Setup dialog box appears.

Select the options forSelect the options for

print.print. DefinitionDefinition PeopleCodePeopleCode GraphicsGraphics MarginsMargins HeaderHeader FooterFooter BorderBorder Border SpaceBorder Space

Click OK when you areClick OK when you aredone to close the Printdone to close the PrintSetup dialog box andSetup dialog box andsave your settings.save your settings.

Select File, Print.Select File, Print.

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PropertiesProperties1.1. Record PropertiesRecord Properties

2.2. Record Field PropertiesRecord Field Properties

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

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Record PropertiesRecord Properties

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Record Properties GeneralRecord Properties GeneralTabTab


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TabTab

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2. Record Field Properties2. Record Field Properties

They are specific to a single recordThey are specific to a single record

definition and are stored with thedefinition and are stored with therecordrecord

To edit record field properties from aTo edit record field properties from a

record definition, select Edit, Recordrecord definition, select Edit, Record

Field Properties from the PeopleSoftField Properties from the PeopleSoftApplication Designer menu.Application Designer menu.

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2. Record Field Properties2. Record Field Properties

Record Field Properties has Two TabsRecord Field Properties has Two Tabs

Use TabUse Tab Edit TabEdit Tab

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Record Field Properties Edit TabRecord Field Properties Edit Tab


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Prompt Table

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Prompt TablePrompt Table


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Prompt Table are used to provide usersPrompt Table are used to provide userswith look up that shows the valid valueswith look up that shows the valid valuesfor the Fieldfor the Field

Three types of Prompt TableThree types of Prompt Table Drop-Down List BoxDrop-Down List Box

Calendar Drop-DownCalendar Drop-Down

Prompt ButtonPrompt Button

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Prompt Table RequiredPrompt Table RequiredPropertiesProperties


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pp

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Now the values from the specified table

will become the Valid values for the

field in this table



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2. Create Record Definition.2. Create Record Definition.

3.3. Build the Record Definition.Build the Record Definition.4. Create page Definition.4. Create page Definition.5. Create Component Definition.5. Create Component Definition.




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Build ProcessBuild Process


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The Build process uses Data DefinitionThe Build process uses Data DefinitionLanguage (DDL) to construct a physicalLanguage (DDL) to construct a physicaldatabase component that is based ondatabase component that is based on

the associated record and fieldthe associated record and field

definitions that you created. With thedefinitions that you created. With theBuild feature, you can create theBuild feature, you can create thefollowing:following:

TablesTables IndexesIndexes

ViewsViews

TriggersTriggers

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Record Build ProcessRecord Build Process


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Build MenuBuild Menu Once the Record Definition has beenOnce the Record Definition has been

created ,it is Build using the Build Menu.created ,it is Build using the Build Menu.

When you choose to build a item from theWhen you choose to build a item from theBuild menu, the tasks for creating orBuild menu, the tasks for creating or

running SQL scripts that define therunning SQL scripts that define theunderlying database components areunderlying database components are

included in the Build dialog box.included in the Build dialog box.S8

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Build Menu Build Dialogue BoxBuild Menu Build Dialogue Box

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Build MenuBuild MenuThe settings for the BuildThe settings for the Build

process, also called Buildprocess, also called BuildSettings, enable you toSettings, enable you toconfigure various aspectsconfigure various aspectsof the process. Dependingof the process. Depending

on which build option youon which build option youare running, your settingsare running, your settings

will varywill vary

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Build Menu Build Menu

SettingsSettings

Specifying CreateSpecifying Create

OptionsOptionsTable CreationTable Creation

OptionsOptions

View CreationView CreationOptionsOptions

Index CreationIndex Creation

OptionsOptions

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Build Menu Build Menu

SettingsSettings

Specifying Alter OptionsSpecifying Alter Options

Drop ColumnDrop Column

OptionsOptions Change ColumnChange Column

Length OptionsLength Options

Alter AnyAlter Any

Alter TableAlter TableOptionsOptions

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Build Menu SettingsBuild Menu Settings

Specifying Logging OptionsSpecifying Logging Options

Logging LevelLogging Level

Logging OutputLogging Output

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Build Menu Build Menu SettingsSettings

Specifying Scripts OptionsSpecifying Scripts Options

Script FileScript File

Script FileScript FileOptionsOptions

File OverwriteFile Overwrite

OptionsOptions

Script File NameScript File Name

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Selecting the BuildSelecting the BuildScopeScopeThe Build featureThe Build feature

includes threeincludes threedifferent scopes thatdifferent scopes that

determine the sizedetermine the sizeof your build project.of your build project. Current DefinitionCurrent Definition Project

peoplesoft application designer practice 8.43

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