Yes-V Software Solutions (P) Ltd., 1PeopleSoftPeopleSoftPracticePracticeApplication DesignerApplication Designer
2Yes-V Software Solutions (P) Ltd.,AgendaAgenda PeopleSoft Application DesignerPeopleSoft Application Designer Steps inv...
Yes-V Software Solutions (P) Ltd., 3Application DesignerApplication DesignerPeopleSoft Application designer(8.43)PeopleSof...
4Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create Fie...
5Yes-V Software Solutions (P) Ltd.,Creating a ComponentCreating a ComponentF1 F5F2 F3 F4 FNFN-1F12F11F6 _ _ _ _ _REC1 REC2...
6Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1.1. Create F...
Yes-V Software Solutions (P) Ltd., 7Field DefinitionField Definition
8Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Fields are the basic Building BlocksFields are the ba...
9Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Attributes of a Field definitionAttributes of a Field...
10Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Field typeField typeCharacter (Char) – Its maximum l...
11Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Field LabelsField LabelsAttributes:Attributes:Label ...
12Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Not UsedNot UsedRead only Check box.Read only Check ...
13Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Field formatField formatField format specifications ...
14Yes-V Software Solutions (P) Ltd.,Field Format-Changing Format FamiliesField Format-Changing Format Families1. Select To...
15Yes-V Software Solutions (P) Ltd.,Field FormatField FormatSelect Tools, Miscellaneous Definitions, Field FormatsSelect T...
16Yes-V Software Solutions (P) Ltd.,Field FormatField FormatClick New ButtonClick New ButtonNew Dialogue BoxNew Dialogue B...
17Yes-V Software Solutions (P) Ltd.,Field FormatField FormatEnter values in Stored and DisplayEnter values in Stored and D...
18Yes-V Software Solutions (P) Ltd.,Field Formats – Editing FormatsField Formats – Editing Formats The Edit Formats dialo...
19Yes-V Software Solutions (P) Ltd.,Field Formats – Editing FormatsField Formats – Editing FormatsThis following slides sh...
20Yes-V Software Solutions (P) Ltd.,Field FormatField FormatAdding a New Stored FormatAdding a New Stored Format1.1. Open ...
21Yes-V Software Solutions (P) Ltd.,Field Format - EditingField Format - EditingTo add New FormatTo add New FormatTo Exist...
22Yes-V Software Solutions (P) Ltd.,Field FormatField FormatUpdating a Display FormatUpdating a Display Format1.1. To upda...
23Yes-V Software Solutions (P) Ltd.,Field Format - EditingField Format - EditingSelect the Display Format in the Tree view...
24Yes-V Software Solutions (P) Ltd.,Field FormatField FormatTesting FormatsTesting FormatsTo test a format family:To test ...
25Yes-V Software Solutions (P) Ltd.,Field Format - TestField Format - TestClick any one of themClick any one of themS8S9S7...
26Yes-V Software Solutions (P) Ltd.,Field PropertiesField PropertiesThe Field Properties Dialogue Box haveThe Field Proper...
27Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field Definitions To create a new field de...
28Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsNew icon inNew icon inAppl...
29Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsS8S9S7S6S5S4S3S2S1
30Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsS8S9S7S6S5S4S3S2S1
31Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsField has been DefinedFiel...
32Yes-V Software Solutions (P) Ltd.,Opening an Existing Field DefinitionOpening an Existing Field Definition Select File,...
33Yes-V Software Solutions (P) Ltd.,Viewing Field PropertiesViewing Field Properties There are several ways to view field...
34Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field Definition Changing a field Definition has th...
35Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field DefinitionChanging Field TypeChanging Field Ty...
36Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field DefinitionRenaming Field DefinitionRenaming Fi...
37Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldSelect a FieldSelect a FieldClick RenameClick RenameS8S9S7S6S5...
38Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldNow you canNow you canrename the fieldrename the fieldS8S9S7S6...
39Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldClick OKClick OKS8S9S7S6S5S4S3S2S1
40Yes-V Software Solutions (P) Ltd.,Rename FieldRename Field-Effects in Record Definition-Effects in Record DefinitionBefo...
41Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field DefinitionRenaming Field DefinitionRenaming Fi...
42Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldS8S9S7S6S5S4S3S2S1
43Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionThis section discusses two ways to d...
44Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionS8S9S7S6S5S4S3S2S1
45Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionA Field cannot be deleted if it is u...
46Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionUsing the Open Definition Dialog Box...
47Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionS8S9S7S6S5S4S3S2S1
48Yes-V Software Solutions (P) Ltd.,Printing Field DefinitionPrinting Field Definition Two Ways to print FieldTwo Ways to...
49Yes-V Software Solutions (P) Ltd.,Translate TableTranslate Table It is a Prompt Table to store values for fields that d...
50Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableField length is 1 to 4 charactersField length is 1 to 4 ...
51Yes-V Software Solutions (P) Ltd.,Translate TableTranslate Table Attributes of Prompt TableAttributes of Prompt Table ...
52Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableAdding Translate ValuesAdding Translate ValuesTo add tra...
53Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableS8S9S7S6S5S4S3S2S1
54Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableS8S9S7S6S5S4S3S2S1
55Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableChanging Translate ValuesChanging Translate Values To c...
56Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableChanging translatevalueDeleting translatevalueSaving tra...
57Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableSaving Translate ValueSaving Translate Value After you ...
58Yes-V Software Solutions (P) Ltd.,Effective DateEffective Date The Effective Date Field has special propertiesThe Effec...
59Yes-V Software Solutions (P) Ltd.,Effective DateEffective Date Three Types of Effective DateThree Types of Effective Da...
60Yes-V Software Solutions (P) Ltd.,Effective DateEffective Date Effective Date Impact on different Action TypeEffective ...
61Yes-V Software Solutions (P) Ltd.,Effective Date - ExampleEffective Date - ExampleS8S9S7S6S5S4S3S2S1
62Yes-V Software Solutions (P) Ltd.,Effective Date - ExampleEffective Date - ExampleS8S9S7S6S5S4S3S2S1
63Yes-V Software Solutions (P) Ltd.,Effective Date - ExampleEffective Date - ExampleUpdate Display Mode change Future Only...
64Yes-V Software Solutions (P) Ltd.,Effective Date – ExampleEffective Date – ExampleCurrent mode is Update/DisplayWe canno...
65Yes-V Software Solutions (P) Ltd.,Effective StatusEffective Status Used with Effective Date, enables the system toUsed ...
66Yes-V Software Solutions (P) Ltd.,Effective SequenceEffective Sequence The Effective Sequence field serves differentThe...
67Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create Fi...
Yes-V Software Solutions (P) Ltd., 68Record DefinitionRecord Definition
69Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord DefinitionFields that are grouped together as a unit formsFiel...
70Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord DefinitionS8S9S7S6S5S4S3S2S1
71Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Types of RecordTypes of Record SQL TableSQL Table...
72Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord DefinitionViewing Record DefinitionsViewing Record Definitions...
73Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsViewing Record DefinitionsViewing Record Definitio...
74Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsViewing Record DefinitionsViewing Record Definitio...
75Yes-V Software Solutions (P) Ltd.,Viewing Record Definitions – Field DisplayViewing Record Definitions – Field DisplayFi...
76Yes-V Software Solutions (P) Ltd.,Viewing Record Definitions – Use DisplayViewing Record Definitions – Use DisplayUse Di...
77Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsViewing Record DefinitionsViewing Record Definitio...
78Yes-V Software Solutions (P) Ltd.,Viewing Record Definitions – Edit DisplayViewing Record Definitions – Edit DisplayEdit...
79Yes-V Software Solutions (P) Ltd.,Viewing Record DefinitionsViewing Record Definitions – PeopleCode Display– PeopleCode ...
80Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsSaving Record DefinitionsSaving Record Definitions...
81Yes-V Software Solutions (P) Ltd.,Saving Record DefinitionSaving Record DefinitionSave Dialogue BoxSave Dialogue BoxS8S9...
82Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsNaming Record DefinitionsNaming Record Definitions...
83Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsNaming Record DefinitionsNaming Record Definitions...
84Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsNaming Record DefinitionsNaming Record Definitions...
85Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Creating a New RecordCreating a New Record1.1. Sel...
86Yes-V Software Solutions (P) Ltd.,Creating A New RecordCreating A New RecordS8S9S7S6S5S4S3S2S1
87Yes-V Software Solutions (P) Ltd.,Creating A New RecordCreating A New RecordObject WorkSpace where the relatedObject Wor...
88Yes-V Software Solutions (P) Ltd.,Creating A New RecordCreating A New RecordFields are now inserted into recordFields ar...
89Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Opening an Existing RecordOpening an Existing Reco...
90Yes-V Software Solutions (P) Ltd.,Opening an Existing RecordOpening an Existing RecordS8S9S7S6S5S4S3S2S1
91Yes-V Software Solutions (P) Ltd.,Opening an Existing RecordOpening an Existing RecordS8S9S7S6S5S4S3S2S1
92Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulati...
93Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulati...
94Yes-V Software Solutions (P) Ltd.,Inserting Fields into RecordsInserting Fields into RecordsInserting through Insert Men...
95Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulati...
96Yes-V Software Solutions (P) Ltd.,Inserting SubRecord into RecordsInserting SubRecord into RecordsInserting through Inse...
97Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulati...
98Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulati...
99Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionSelectin...
100Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionPeopleS...
101Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionS8S9S7S...
102Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionPasting...
103Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionMoved t...
104Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulat...
105Yes-V Software Solutions (P) Ltd.,Deleting a Field from Record DefinitionDeleting a Field from Record DefinitionS8S9S7S...
106Yes-V Software Solutions (P) Ltd.,Deleting a Field from Record DefinitionDeleting a Field from Record DefinitionAsking ...
107Yes-V Software Solutions (P) Ltd.,Deleting a Field from Record DefinitionDeleting a Field from Record DefinitionOnce yo...
108Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Renaming Record DefinitionRenaming Record Definit...
109Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionS8S9S7S6S5S4S3S2S1
110Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionS8S9S7S6S5S4S3S2S1
111Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionAllowing you toAllowing you toRen...
112Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionClose the records before renaming...
113Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionClick Yes to Confirm RenameClick ...
114Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Deleting Record DefinitionDeleting Record Definit...
115Yes-V Software Solutions (P) Ltd.,Deleting Record DefinitionDeleting Record DefinitionS8S9S7S6S5S4S3S2S1
116Yes-V Software Solutions (P) Ltd.,Deleting Record DefinitionDeleting Record DefinitionSelect a Record and Press Delete....
117Yes-V Software Solutions (P) Ltd.,Deleting Record DefinitionDeleting Record Definitionclose the recordprior performing ...
118Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Printing Record DefinitionPrinting Record Definit...
119Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition PropertiesProperties1.1. Record PropertiesRecord ...
120Yes-V Software Solutions (P) Ltd.,Record PropertiesRecord PropertiesRecord PropertiesRecord PropertiesS8S9S7S6S5S4S3S2S1
121Yes-V Software Solutions (P) Ltd.,Record Properties – General TabRecord Properties – General TabS8S9S7S6S5S4S3S2S1
122Yes-V Software Solutions (P) Ltd.,Record Properties – Use TabRecord Properties – Use TabS8S9S7S6S5S4S3S2S1
123Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition2. Record Field Properties2. Record Field Propertie...
124Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition2. Record Field Properties2. Record Field Propertie...
125Yes-V Software Solutions (P) Ltd.,Record Field PropertiesRecord Field PropertiesS8S9S7S6S5S4S3S2S1
126Yes-V Software Solutions (P) Ltd.,Record Field Properties – Use TabRecord Field Properties – Use TabS8S9S7S6S5S4S3S2S1
127Yes-V Software Solutions (P) Ltd.,Record Field Properties – Edit TabRecord Field Properties – Edit TabPrompt TableS8S9S...
128Yes-V Software Solutions (P) Ltd.,Prompt TablePrompt Table Prompt Table are used to provide users with look upPrompt T...
129Yes-V Software Solutions (P) Ltd.,Prompt Table - ExamplePrompt Table - ExampleS8S9S7S6S5S4S3S2S1
130Yes-V Software Solutions (P) Ltd.,Prompt Table – Required PropertiesPrompt Table – Required PropertiesS8S9S7S6S5S4S3S2S...
131Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create F...
Yes-V Software Solutions (P) Ltd., 132Building SQL Tables and ViewsBuilding SQL Tables and Views
133Yes-V Software Solutions (P) Ltd.,Build ProcessBuild Process The Build process uses Data Definition LanguageThe Build ...
134Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild MenuBuild Menu Once the Record Definit...
135Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – Build Dialogue BoxBuild Menu – B...
136Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild MenuBuild MenuThe settings for the Buil...
137Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpe...
138Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpe...
139Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpe...
140Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpe...
141Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build Process Selecting the Build ScopeSelecting the Buil...
142Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build Process Creating TablesCreating Tables It prefaces...
143Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating Table Open the project for wh...
144Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating TableS8S9S7S6S5S4S3S2S1
145Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating TableAll the Tables in theAll ...
146Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating TableSpecify all the Required ...
147Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating Views Clone a record definiti...
148Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating ViewsS8S9S7S6S5S4S3S2S1Select ...
149Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating ViewsWrite the SQL Query and S...
150Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating ViewsClick BuildClick BuildS8S...
151Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter TableWhen to Alter TablesWhen to Alt...
152Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter TableAltering a TableAltering a Tabl...
153Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter Table Confirming Your Table AlterCo...
154Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Build Process – Alter TableBuild Process – Alter TableClick BuildCl...
155Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Build Process – Alter TableBuild Process – Alter Table
156Yes-V Software Solutions (P) Ltd.,SQL FILESQL FILE---- Start the TransactionStart the Transaction---- Create temporary ...
157Yes-V Software Solutions (P) Ltd.,SQL FILESQL FILE---- CAUTION:CAUTION: Drop Original TableDrop Original TableDROP TABL...
158Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Click BuildClick BuildBuild Process – Alter TableBuild Process – Al...
159Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Build Process – Alter TableBuild Process – Alter Table
160Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter TableS8S9S7S6S5S4S3S2S15 Columns are...
161Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S14 Columns are thereBuild Process – Alter TableBuild Process – Alter...
162Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create F...
Yes-V Software Solutions (P) Ltd., 163Page DefinitionPage Definition
164Yes-V Software Solutions (P) Ltd.,Page DefinitionPage Definition Pages are thePages are the graphical interfacegraphic...
165Yes-V Software Solutions (P) Ltd.,Creating New Page DefinitionsCreating New Page DefinitionsCreating new page definitio...
166Yes-V Software Solutions (P) Ltd.,Creating New Page DefinitionsCreating New Page Definitions Clone a page definition b...
167Yes-V Software Solutions (P) Ltd.,Including The Record Fields Into PagesIncluding The Record Fields Into PagesDrag fiel...
168Yes-V Software Solutions (P) Ltd.,Including The Record Fields Into PagesIncluding The Record Fields Into PagesDrag Reco...
169Yes-V Software Solutions (P) Ltd.,Level-based ControlsLevel-based ControlsTo accommodate a variety of page designs, Peo...
170Yes-V Software Solutions (P) Ltd.,LevelsLevelsLevels and Runtime ProcessingLevels and Runtime Processing Levels play a...
171Yes-V Software Solutions (P) Ltd.,LevelsLevelsLevels 1–3Levels 1–3 These levels include the scrolling data that is rel...
172Yes-V Software Solutions (P) Ltd.,Various Page Controls In A PageVarious Page Controls In A PageS8S9S7S6S5S4S3S2S1
173Yes-V Software Solutions (P) Ltd.,Level-based Controls At Same LevelLevel-based Controls At Same Level Any number of l...
174Yes-V Software Solutions (P) Ltd.,Nesting Level-Based ControlsNesting Level-Based ControlsCompensation page: There are ...
175Yes-V Software Solutions (P) Ltd.,Nesting Up to 3 LevelsNesting Up to 3 Levels EXAMPLEEXAMPLE The “Additional Pay 1” ...
176Yes-V Software Solutions (P) Ltd.,Keys for Accessing PagesKeys for Accessing PagesPrompt Fields:Prompt Fields:At runtim...
177Yes-V Software Solutions (P) Ltd.,Prompt FieldsPrompt FieldsS8S9S7S6S5S4S3S2S1
178Yes-V Software Solutions (P) Ltd.,Derived Records And Associated PagesDerived Records And Associated PagesDerived and W...
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People soft application-designer-practice-8.43
People soft application-designer-practice-8.43
People soft application-designer-practice-8.43
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People soft application-designer-practice-8.43

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  • Attachment : Maps to a BLOB database type to hold the contents of a file attachment Time : HH represents hours, MI represents minutes, SS represents seconds, and 999999 represents microseconds
  • Format Type Uppercase: Converts the field value to uppercase and signifies that no other formatting options apply to this field. Use this option for code values, such as department ID, for which it doesn’t matter whether the user enters the value in uppercase or lowercase. This is the default format . Mixedcase: Stores uppercase and lowercase characters as entered. Use this option for fields that contain textual data, such as a department or company division name. For example, Accounting – Receivables is more readable than ACCOUNTING – RECEIVABLES. Numbers Only: Forces entries to be numeric. This is useful for enforcing numeric values without redefining the field as a Number field. This option automatically populates fields with leading zeros. For example, if the user enters 1 in a three-digit field, the system changes this to 001. SSN: Formats the entry in U.S. Social Security Number format (999-99-9999). Define the field length as 9, even though the display length is 11. The system automatically adds dashes when formatting the field for display, but the number is stored in the database without the dashes. SIN: Formats the entry in Canadian Social Insurance Number format (999-999-999) and performs the standard check-digit verification for SIN. Define the field length as 9, even though the display length is 11. The system automatically adds dashes when formatting the field for display, but the number is stored in the database without the dashes. Raw Binary: Allows character fields containing embedded NULLs, such as encrypted values. Name: Requires that the field entry be in the PeopleSoft standard name format: [lastname] [suffix],[prefix] [firstname] [middle name/initial] The entry can contain alphabetic characters, spaces, periods, hyphens, and apostrophes. Uppercase and lowercase characters are preserved as entered—in other words, mixed case formatting is included automatically. Valid entries might include: O’Brien,Michael Jones IV,James Phillips MD,Deanna Lynn Reynolds Jr.,Dr. John Q. Phipps-Scott,Adrienne Knauft,Günter   Note. If the name contains Japanese characters, the first and last names must be separated by a space instead of a comma. The Japanese name format can contain hankaku katakana, Zenchiku katakana, hiragana, kanji, and romaji characters. It can also include spaces, periods, and hyphens. Postal Code North America: Formats the entry to U.S. ZIP code format or Canadian postal code format. The following table shows the valid entry formats and how they’re stored in the database. Canadian postal codes are edited to ensure that alpha and numeric characters are entered in the correct positions. The following entry formats apply (stored formats appear in parentheses following the entry format): 99999 (99999) 99999-9999 (99999-9999) 999999999 (99999-9999) A9A9A9 (A9A 9A9) A9A 9A9 (A9A 9A9) Postal Code International: Allows the entry of international postal codes. The field length must be at least 7 digits. If 9 digits are entered, the system assumes that the value is a U.S. ZIP code; if the entry is in A9A9A9 format, the system assumes it’s a Canadian postal code. Then, the value is formatted accordingly. For all other entries, no formatting is applied. Phone Num North America (phone number North America): Formats the entry in North American telephone number format. The following entry formats apply (stored formats appear in parentheses following the entry format): 9999999 (999-9999) 999-9999 (999-9999) 9999999999 (999/999-9999) 999/999-9999 (999/999-9999) Phone Number International: Allows the entry of international telephone numbers. If you enter 7 or 10 digits (and no other characters), the system assumes it’s a North American phone number and formats it accordingly. For all other entries, no formatting is applied. Custom: If you select this value, the Family Name and Display Name fields become available for entry. These selections enable you to apply additional formatting attributes that affect how the field appears on a page.
  • The Format Families dialog box lists the defined format families and enables you to edit, delete, or create new families. You can also determine where each family is used in your applications and perform tests 5.Because a stored format cannot exist alone, a display format is always required. If you are adding to a family that has existing stored formats, a display name and format pair is optional. PeopleSoft Application Designer automatically places all of the current display formats in the new stored format. The display format default is the stored format that you can redefine later.
  • Stored In the Stored group box, enter a name and format. This defines how the format family is to be stored in the database and printed in reports. Display In the Display group box, enter a name for the format. This defines how the format family will appear online. Smart Punctuation Smart punctuation automatically adds or removes punctuation characters to the data that users enter. For instance, if you type in a phone number like 8005551212 and press TAB to exit the entry field, it is reformatted to 800-555-1212. The system uses the punctuation characters specified in the punctuation list to strip out unwanted input and to modify the pattern specified before applying the pattern to the data. For example: Input: (800)555-1212 Display pattern: 999-999-9999 Punctuation set: ()- Stored pattern: 999999999 The “(“ , “)”, and “-“ are stripped out of the input because they appear in the punctuation set. At this point, the input looks like 8005551212. The display pattern is modified to 999[-]!999[-]!9999 because the “-“ is in the punctuation set. The transformed data ( 8005551212 ) is matched against the display pattern of 999[-]!999[-]!9999. The match is successful, so the raw data is transformed into 800-555-1212. Now, the input data has successfully matched the expected display format. The next step is to transform this data into what we want stored. In this case, the stored format has no dashes, as in 999999999. The transformed data ( 800-555-1212 ) is stripped of the smart punctuation characters ( 8005551212 ), and the pattern of the stored format is 999999999. A match is made so that the system stores 8005551212 in the database. Finally, the stored data is reformatted back to the display using 8005551212 and the display pattern. Output to the display is reformatted to 800-555-1212. Make Uppercase Custom format fields support mixed case. With uppercase activated, PeopleSoft Application Designer transforms the data into uppercase when you press TAB to exit the field.
  • 1.DB->Display Click this button to process the input field like data from the database. The system applies the stored format pattern to the input, then applies the display format pattern to the result. The output appears in the Transform field, which is the same output displayed for a field using this format. 2.Display->DB Click this button to process the input field like user input from a page. The system applies the display format pattern to the input, then applies the stored format pattern to the result. The transformed output appears in the Transform field. This output reflects what is stored in the database if the operation is successful. On an actual page, when the user presses TAB to exit the field, the system calls the DB->Display function to reformat the user input for the display.
  • Before you begin to create record definitions, you should have a clear picture of how you plan to use the record definition, the fields that it will contain, special edits that you would like to see performed on the record definition, or specific fields in the definition. At the record level, you determine the ultimate purpose of the record definition and how it will be used in the system At the field level , you plan the details of what types of fields to add.
  • SQL Table Select to define a record definition that has a corresponding physical SQL table in the database. Create this table when you run the Build Operation from the Build menu. This is the default setting. SQL View Select to define a record definition that corresponds to a SQL view, which is not a physical SQL table in the database, but rather fields from one or more SQL tables that are reorganized into a different sequence. This provides an alternate view of information that is stored in tables. To create the SQL view, click the Click to open SQL Editor button and enter a SQL Select statement and then run the Build process. Dynamic View Select to define a record definition that can be used like a view in pages and PeopleCode, but is not actually stored as a SQL view in the database. Instead, the system uses the view text as a base for the SQL Select that is performed at runtime. Dynamic views can provide superior performance in some situations, such as search records and in PeopleCode Selects, because they are optimized more efficiently than normal SQL views. Derived/Work Select to define the record definition as a temporary workspace to use during online page processing. A derived or work record is not stored in the database, so you do not build it. SubRecord Select to define the record definition as a subrecord—a group of fields that are commonly used in multiple record definitions—that you can add to other record definitions. This way, you can change a group of fields in one place, as opposed to changing each record definition in which the group of fields is used. Query View Select to define the record definition as a view that is constructed using the PeopleSoft Query tool. Before you can create the view, PeopleSoft Application Designer prompts you to save the definition. Temporary Table Select to define the record definition as a temporary table. Temporary images of the table can be specified on the PeopleTools Options page. Temporary tables are used for running PeopleSoft Application Engine batch processes. Temporary tables can store specific data to update without risking the main application table. Non Standard SQL Table Name Specify the SQL table name that you are defining if you want to override the standard convention of prefixing “PS_” to the record name.
  • A WEBLIB record with an internet script must be granted access with Maintain Security component before it can be run in a PeopleCode program.
  • Using the project workspace tree. To insert a field into a record definition directly from the project workspace by using drag and drop: Locate a field using the PeopleSoft Application Designer project workspace tree. Drag the field from the project workspace tree to the object workspace. The field and its attributes are automatically added to the list of fields in the record definition. Using the Insert menu (Insert, Field). Use the Insert, Field menu selection to search for fields with selection criteria and then add them to the record using the Insert button. You can also double-click a selected field definition and select Insert the Field Definition. Fields are inserted below the selected field in the record definition. Dragging fields from existing records. To drag a field from one record definition to another: Open a record that contains the fields that you need. Select the field. Drag the field to a new record.
  • For example , if you double-click Field Name, the fields are displayed in alphabetical order; double-clicking Num returns the fields to their numeric order. This doesn’t change the order of the fields in the actual record. The numbers that the fields are originally assigned remain the same. This is important when it comes to key fields.
  • To move a field in the same record definition: Select the field that you want to move. Drag the selected field number to the new position in the record definition window. To move a field from one record definition to another: Open the two records between which you want to move the field. Select the field that you want to move. Select Edit, Cut. If this is the correct field to cut from the record, click Yes. Select the new position for the field in the destination record. Select Edit, Paste to paste field into new record definition. The record window automatically renumbers the fields in the new order.
  • Results of Renaming Record Definitions When you rename a record definition, the system automatically renames all references to it, including data on tables with columns named RECNAME where the data matches the record being renamed. The only references that are not renamed are the text portion of SQL functions, such as SQLExec and Scroll Select and the record names in the view text. To find the text portion of SQL functions in PeopleCode or record names in view text, use Edit, Find In to search for the matching text. If you have already SQL Created the underlying tables for the record definition that you renamed, re-create that table. If you want to preserve data in the tables, use the SQL Alter function to rename the database tables.
  • General Tab Description Enter a descriptive name for the record. Record Definition Enter appropriate comments in this area, including details about the record type, use, parent and child relationships, or other information that is important to other application designers. Owner ID Displays a list of applications with which this record is used. This list is helpful to identify the applications with which the record is associated during application development. Last Updated Displays the date and time of the last modification that was made to the record and the name of the user who made the modification. Use Tab Specify the field with which the system maps between the original key and the tablesets in the Set Control Field drop-down list box. Record Relationship Settings Parent Record If this is a subordinate or child record, specify the parent record. Related Language Record Specify a related language record. The master record definition, which contains the appropriate key and nonkey field definitions. A clone of the master record definition, to which you add an additional key for language code. This is the related language record definition. This definition should contain only those nonkey fields for which contents vary by language. Link the two record definitions by specifying the name of the related language record definition in this field on the master record definition. At runtime, the system checks the user’s language preference and retrieves the data value from the appropriate related language record definition. Query Security Record Specify a query security record if you want secure access to a record using a security view. Optimization Delete Record Specify a delete record to use for optimization. Record Name Specify the user-defined audit record. Audit Options While you can audit individual fields at the field level, you might find it more efficient to have the system audit the entire row whenever a user adds, changes, or deletes information. With record-level audits, the system focuses on rows of data, instead of specific fields. Consequently, a record-level audit writes a single row of audit data, rather than writing multiple rows for each insert, change, or delete transaction at the field level. Add Inserts an audit table row whenever a new row is added to the table underlying this record definition. Change Inserts one or two audit table rows whenever a row is changed on the table underlying this record definition. Selective Inserts one or two audit table rows whenever a field that is also included in the record definition for the audit table is changed. Delete Inserts an audit table row whenever a row is deleted from the table underlying this record definition. Record-Level Auto-Update Options These settings are used exclusively for mobile applications, enabling developers to display derived values on a mobile page. They are not available for subrecords. System ID Field Set this field to assign a unique way to identify the record for mobile synchronization purposes. Timestamp Field Set this field to automatically update this field with the date and time when there's a change to the record for mobile synchronization purposes.
  • Record Relationship Settings Parent Record If this is a subordinate or child record, specify the parent record. Related Language Record Specify a related language record. The master record definition, which contains the appropriate key and nonkey field definitions. A clone of the master record definition, to which you add an additional key for language code. This is the related language record definition. This definition should contain only those nonkey fields for which contents vary by language. Link the two record definitions by specifying the name of the related language record definition in this field on the master record definition. At runtime, the system checks the user’s language preference and retrieves the data value from the appropriate related language record definition. Query Security Record Specify a query security record if you want secure access to a record using a security view. Optimization Delete Record Specify a delete record to use for optimization. Record Name Specify the user-defined audit record. Audit Options While you can audit individual fields at the field level, you might find it more efficient to have the system audit the entire row whenever a user adds, changes, or deletes information. With record-level audits, the system focuses on rows of data, instead of specific fields. Consequently, a record-level audit writes a single row of audit data, rather than writing multiple rows for each insert, change, or delete transaction at the field level. Add Inserts an audit table row whenever a new row is added to the table underlying this record definition. Change Inserts one or two audit table rows whenever a row is changed on the table underlying this record definition. Selective Inserts one or two audit table rows whenever a field that is also included in the record definition for the audit table is changed. Delete Inserts an audit table row whenever a row is deleted from the table underlying this record definition. Record-Level Auto-Update Options These settings are used exclusively for mobile applications, enabling developers to display derived values on a mobile page. They are not available for subrecords. System ID Field Set this field to assign a unique way to identify the record for mobile synchronization purposes. Timestamp Field Set this field to automatically update this field with the date and time when there's a change to the record for mobile synchronization purposes.
  • Keys Key Select to identify the field as the search criteria that uniquely identifies each row. You cannot have duplicate values for primary keys. For example, EMPLID is the only key to the PERSONAL_DATA record definition. Therefore, EMPLID must be a unique value for each employee and there can be only one PERSONAL_DATA row per employee. Duplicate Order Key Select to indicate that duplicate values can occur. The order in which you place duplicate order keys in a field list determines the order in which duplicate keys are retrieved. Alternate Search Key Select to identify the field as a key that provides an alternate path into the table data. Duplicate values are allowed in an alternate search key field. If you define a field as an alternate search key in a search record, when you bring up a page, the system prompts you to enter a key or alternate search key values. Descending Key Select to identify the field as descending if you want rows of data to be retrieved in reverse alphanumeric order (for example, 3, 2, and 1). If you clear this check box, the key is ascending, meaning that rows are stored and retrieved in alphanumeric order (for example, 1, 2, and 3). This option applies only to a field that is specified as a key, duplicate order key, or alternate search key. PeopleSoft uses descending order primarily for effective date fields; most character keys are ascending. Search Key Select to make the field available on the basic and advanced search or lookup pages. A search key is valid only for keys and should be used only in search and prompt records. If you select this check box, the system automatically selects List Box Item. Search Edit Enabled only if Search Key is selected. Selecting this option enforces the required property and table edits on the search page. It will also enforce these edits under circumstances where the search page would normally be bypassed. With this option, the user will no longer have the ability to perform partial searches on this field. List Box Item Select if you want the field to appear in the list box preceding a page. If a field has values in the translate table and you designate it as a list box item, the list box automatically shows the translated value instead of the code. From Search Field and Through Search Field Select for fields that are used as search records. If you select From Search Field, the displayed list contains rows in which the field value is greater than or equal to a value that the user enters. If you select Through Search Field, the displayed list contains rows in which the field value is less than or equal to a value that the user enters. If you do not want these fields to be in a search list box, clear the List Box Item check box, even if the field is an alternate search key. Default Search Field Select to control which field name appears in the Search By drop-down list box on the basic search page. Disable Advanced Search Options Select to prevent run-time search pages from displaying advanced search features for this field. Audit The audit options apply only to data that is manipulated on a normal PeopleSoft application page through component processing. These options do not apply to data that is added using SQLExec in PeopleCode or by some other means. PSAUDIT logs the user ID, the date and time the field was modified, and the old and new values. If you want to audit certain fields, regardless of the record definitions in which they’re included, you want to control when the fields are audited. If you want to audit several fields in a record definition, you might want to consider specifying audits at the record definition level. Field Add Audits this field whenever a new row of data is added. Field Change Audits this field whenever the contents are changed. Field Delete Audits this field whenever a row of data is deleted.   System Maintained Select to indicate that the field value is system-generated. This option is for documentation purposes only and doesn’t affect processing. Auto-Update Select to have the field updated with the server’s current date and time whenever a user creates or updates a row. Any user entries—even if permitted on a page—are overwritten by the server time. Record Field Label ID Specify which label, long name or short name, to use for the record. The default is ***Use Default Label***. This enables you to change labels of record fields dynamically anytime that the default label on the field definition is changed. For example, if a field definition has three labels: Label1 (Long Name1, Short Name1), marked as default. Label2 (Long Name2, Short Name2). Label3 (Long Name3, Short Name3). When the label ID in a record field is set to Use Default Label, initially the long name and short name are Long Name1 and Short Name1. If the default label is changed to Label3 in the field definition, then the long name and short name automatically become Long Name3 and Short Name3. Default Value Select the most commonly used value as the default. You can always enter a different value if the default is inappropriate. The more defaults that you provide, the more data entry time you’ll save your users. For a field, you can enter a default value as a system variable or as a combination of record and field names. Constant Specify a value as a default field. The value that you specify is case-sensitive. You can specify a system variable (such as %date or %time) if you want the default to be the current date or time. This is a drop-down list box if this record has translate values for this field. Record Name and Field Name Enter the record and field names of the default value.   Default Page Control Specify the default appearance of a field as it appears on the page that corresponds with the record field that you are creating. Time Zone and Related Date Fields These fields are enabled only if the current field is a time or date and time field. They determine whether the field is displayed or entered in a specified time zone. Typically, you want to make a date field a descending key so that the row with the latest and most current time appears first. If you want the default value to be the current system date, enter the value %date (or %time) as the constant in the Default Values group box. Specified Time Zone Times are always stored in a database base time zone, but when you place a time field on a page, you can display the time in the base time zone or another time zone. If you clear this check box, the time appears in the database base time zone. If you have users in multiple time zones, you can reduce confusion by showing the time zone along with the time. If you select this check box, the system converts the time according to the time zone specified in Time Zone Control Field. This control field must be a field in the current record. Set an appropriate default value for the time zone control field. Date Control Field Select which related date field in the current record stores the calendar date to which this field should be adjusted.
  • Required Select if you don’t want users to skip a field or leave it blank. Users will not be able to save their work until they complete all of the required fields on a page. Edit Type No Edit Select if you don’t want to edit the contents of this field against a table. This is the default, which makes the options in the Table Edit group box unavailable. Table Edit Select to edit the contents of the field against the values that are maintained in the specified table. When you select Table Edit, the Type field becomes available in the Table Edit group box. Table Edit Type Select from the drop-down:   Note. The list of available table edit types is dependent on the field type. Prompt Table with No Edit: Provides users with a list of suggested values, but does not edit the contents of the field against the prompt table. Users can enter any value. Selecting this option makes the Prompt Table field available. Prompt Table Edit: Edits the contents of the field against the values that are maintained in the specified prompt table. Selecting this option activates the Prompt Table field. When you enter a prompt table name and exit the field by pressing TAB, Set Control Field becomes activated. Translate Table Edit: Edits the contents of the field against the translate table. The translate table stores values for fields that must be validated but don’t need individual tables of their own. If you select this option, Prompt Table and Set Control Field become unavailable. Yes/No Table Edit: Makes the values for this field Y (yes) and N (no) only. If you select this option, Prompt Table and Set Control Field become unavailable.1/0 Table Edit (1-True,0-False)  Note. If you add a field (other than with the paste action) to a record and the field name is already defined in the database with previously defined translate values, the system automatically selects Table Edit and selects Translate Table Edit as the table type. For both Translate Table Edit and Yes/No Table Edit, PeopleSoft recommends that you follow our design standards, select Required, and specify a default value for the field in the Record Field Properties dialog box. Prompt Table Enter the name of the record definition that you want to use as the prompt table for this field. If you want the prompt table to vary depending on the context of the field, indicate a field in the derived or work record (DERIVED) that contains the name of the prompt table at runtime. Then, in this field enter, %FieldName. The % is required, and indicates that you’re referencing a derived or work record definition named DERIVED. FieldName is the name of the field in that DERIVED record definition. Set Control Field Select a set control field that overrides the set control field of the record definition specified in the prompt table. If you don’t specify a name in this field, the default is the set control field of the record definition specified in the prompt table. Reasonable Date Select if you want the system to test the field value to determine whether it is within 30 days of the current date. If the date is out of range, a warning message appears when the user exits the field.
  • Drop-down list box . This is a small list that opens below a field in the current page, such as the Job Indicator field on the Work Location page. To use a drop-down list box, the user clicks the down arrow inside the field. One does not have to exit the page. The drop-down list box is a predefined control that you place on your page. Calendar drop-down prompt . A calendar drop-down prompt opens a small calendar next to a date field to enable the user to easily scan for the correct date. The Work Location page contains calendar prompts for the Effective Date, Position Entry Date, and Department Entry Date fields. Place a calendar prompt on a page by associating any date field with an edit box control and selecting the Show Prompt Button in the Display Options of the Record properties of the edit box. Prompt button. A prompt or lookup button opens a lookup page in the user’s browser populated with up to 300 available values for that field. The user can then either select the desired value or refine their search further. For extremely large tables, the system administrator has the option of excluding that table from auto prompting on the Lookup Exclusion Table via PeopleTools, Utilities, Administration. In PeopleSoft Application Designer, associate a prompt with a page control by selecting the Show Prompt Button check box from the Display Options on the Record tab of the properties dialog box. The record field with which you associate the page control must list values in the Translate Table or prompt table for the system to display the prompt button.
  • Build Options The Build Options group box enables you to specify what action you want to occur: Create Tables , Create Indexes , Create Views , Alter Tables , or Create Trigger . If you select Create Tables or Alter Tables, Create Indexes will be automatically selected by default. Also, if you select Alter Tables, Create Indexes and Create Trigger are automatically selected by default. Build Execute Options Build script file Use this option to review and update the SQL before running the script. This is the safest method. Execute SQL now Use this option if you don’t want to invoke another program to run the SQL; the SQL runs as part of the Build process. The disadvantage with running the SQL immediately is that you have no opportunity to review the SQL before it is committed to the database. Execute and build script Use this option to review the SQL that the Build process just ran.
  • Table Creation Options These options determine when a table should and should not be created. Recreate table if it already exists Drop and re-create a table if it already exists. Use this option with extreme care because if data already exists in the table, it is also dropped. If you select this option, the Build process prompts you to confirm your intention before performing any destructive action. If you don't care about losing the data that resides in the table, then this option is faster than the Alter Tables option. Skip table if it already exists Create only those tables that are newly defined. If you want to preserve the data that is already residing in existing tables or you're just interested in creating the tables that do not already exist, select this option. View Creation Options Similar settings are available for creating views that you use for creating tables. Recreate view if it already exists Because views are just logical views of data, it is safe to use this option; you don’t run the risk of losing physical data. Using this option ensures that all views in the project are rebuilt, whether they need to be or not. Skip view if it already exists If you're concerned only with creating views that do not already exist in the database, select this option. This option is useful if you want to run Build Project on a large project and only a subset of the views in the project must be created. This consumes less time than recreating all of the views in the project. Index Creation Options These options determine when an index should be re-created. Recreate index if it already exists Re-create the index for your tables, even if you already have one in place. It re-creates the index no matter what the situation. Recreate index only if modified Re-create the index only if the data is being modified in the indexes.
  • Drop Column Options These options are referenced whenever a field is deleted from a PeopleTools record definition and data exists in the database for that column. Drop column if data present Drop the column and data, and write a warning to the build log. Skip record if data present Abort the alter for that record, and write an error message to the log. Processing continues with the next Change Column Length Options Use these options whenever the length of a character column is reduced in PeopleTools and an alter could result in data truncation. Truncate data if field too short Alter the record and write a warning message to the build log. Note the system will not truncate data for numeric fields because of possible data loss. Skip record if field too short Abort the alter for that record and write an error message to the build log. Processing continues with the next . Alter Any PeopleTools assumes that you want to perform alters for any modifications made to tables, so, by default, all of the check boxes in the Alter Any group box are selected. Alter Any allows for custom alter processing regarding adds, changes, renames, and deletes. For example, you have the flexibility to add, change, and rename fields, but not delete any removed columns. When you complete any other custom external conversion processes, you can then enable the delete processing to drop columns that are no longer defined. Normally, you select all of these options, but during upgrades or operations requiring data conversion steps, you might select a subset of actions. For example: Perform alter with Adds and Changes selected. Perform alter with Rename and Delete selected. Alter Even If No Changes Select this check box to force an alter, even if no changes are made to the tables. This check box is cleared by default. If this check box is selected, the Alter by Table Rename option in the Alter Table Options group box is automatically selected, and the Alter in Place option is disabled. Alter Table Options Alter in Place This is the default option. For database platforms in which Alter in Place is not supported, alter is automatically done by Alter by Table Rename (even if that option is not selected). Alter by Table Rename By selecting this option, a temporary table is created and the data from the original table is imported into the temporary table. The original table is then dropped and the temporary table is renamed to the original table. With Alter by Table Rename selected, the indexes of the old table are dropped before renaming to the new table name and the indexes are re-created after the table is renamed to the new name. This way, the index is created in the new table’s name.
  • Logging Level Specify the detail of information that you want in your Build log output. Fatal errors only Select this option if you're interested in seeing only the operations that failed. Fatal errors and warnings Select this option to add warnings to the fatal errors. Fatal errors, warnings and informational Select this option to see everything that processed successfully and all of the errors and warnings. Note. These options are personal preferences and do not affect the actual build of your SQL tables, but they might help you track down potential failures. For example, if you're processing a large number of definitions, you'll only want to see the operations that failed. Whereas, if you're processing a small number of definitions, you'll want to see all of the successful operations too. Logging Output Specify where and in what form you want to view your log output. Log to output window Write the same information that appears in the log file to the PeopleSoft Application Designer output window. Always be aware of the level that you select. If there is a lot of detail (high logging level plus many records to process), it might be easier to copy the logging information to a file and print it later. Log to file Write the log to a file. If you select this check box, you can specify a location and name for your log file in the Log file name edit box. If you do not select this check box, the edit box is unavailable for entry. Log settings Write all of the runtime options to the log. If you select this check box it is not necessary to rerun a test when you have a problem. Should it be necessary to report a problem with the Build process or troubleshoot, it is important to know the settings that were active.
  • The Write Alter comments to script check box enables you to either include or suppress alter comments Script File The default for the Save as Unicode check box is based on the combination of the UNICODE/ANSI build and the UNICODE/ANSI database. This check box is available only when using MSSQLServer and Oracle databases. For all other platforms (such as Sybase, Informix, DB2, and so on), the check box is permanently unavailable, because the script files are always be ANSI. File Overwrite Options These options indicate whether you want to overwrite automatically or be prompted before script files are overwritten. Your personal preference determines which technique you employ. Always overwrite Select if you don’t mind that your previous build scripts are overwritten. Prompt for each overwrite Select if you are more comfortable being alerted when a script is about to be overwritten. To avoid the possibility of overwriting files altogether, you can use a naming convention that, in itself, prevents any overwrites. For example, you could specify a unique name for each build script, as shown: C:\\TEMP\\PSINDEX1.SQL C:\\TEMP\\PSINDEX2.SQL Script File Names The options available to select in this group box depend on your selection in the Script File Options group box. Output to Single File When you select this option, an edit box appears in the Script File Names group box: All Output File Name. The default name for the generated script is PSBUILD.SQL. Output to Separate Files If you select this option, the following edit boxes appear—one for each build option: Create Table File Name: The default name for this script is PSTABLE.SQL. Create Index File Name: The default name for this script is PSINDEX.SQL. Create Trigger File Name: The default name for this script is PSTRIGR.SQL. Create View File Name: The default name for this script is PSVIEW.SQL. Alter Table File Name: The default name for this script is PSALTER.SQL.
  • Current Definition Choose Current Definition from the Build menu to build or alter the active record definition. Active definition means the definition that is currently active in the definition workspace. Project Choose Project from the Build menu to build or alter all of the records, indexes, and views in the current project—that is, all of the records that appear in the project workspace. You typically find numerous record definitions in the Build Scope list box. Select Definitions into Project In some situations, you might want to build a subset of the records in the project that is currently open. If you do not want to build an entire project or even the current project, you can build only the definitions that you select in the project workspace pressing the CTRL key and selecting multiple records in the project workspace. After you select the appropriate records, right-click and select Build from the pop-up menu. Only the definitions that are selected in the project workspace appear in the Build Scope list box.
  • If you build a script file , then the Build process generates a script file that contains all of the CREATE and ALTER SQL statements so that you can review them before running the SQL through another SQL command processor. If the generated script file meets your requirements, a DBA can run the script later.
  • Nesting controls involves two or more level-based controls on a page . Eg: Two scroll areas, when the second scroll area has an occurs level of 2 . Why nesting controls? Needed when the new data that you want to add is a repeating set of data for each entry in your first level-based control. multiple records addressed within the page has “parent and child” relationship Eg: employees (belonging to a department) can have multiple dependents Restriction Nesting can be up to three levels of scrolls or grids on a page
  • Here we maintain information about the compensation history for a single employee. For each change or override in compensation status, we will enter the details about that change. The first scroll area, Earnings, associates the earning code with the second, subordinate scroll area Eff Date (effective date) and Default Job Data enables the user to enter the effective date for the status change. The third scroll area, Or Overrides to Job Data, which is subordinate to the second, enables the user to enter the overrides to the default job data that appears in the second scroll area. For each of the three scroll areas, you can have several rows of data
  • When a page definition is active, you see the page definition toolbar and page control toolbar.
  • The page control toolbar contains a button for each type of page control that you insert. The buttons display images that look like the controls that they insert
  • A frame can be dragged around almost any control. Position the index finger where you want the upper left corner of the frame to be located and ,when the hand-shaped icon displays, press and hold and drag where u want the lower right corner of the frame and release the mouse.
  • For example, if you are enclosing address controls, you might want to use the label address Frame.
  • Linking a record field with your group box allows you to control hiding and un-hiding of the group box.
  • Hence the horizontal rule also affects the processing of the page. There are only two settings on the horizontal rule “ page field properties” dialog, Use tab . Otherwise if u don’t add horizontal rule between scroll area and push button, the scroll area will automatically expand to encapsulate the lone field below it into its border. When u set the horizontal rule to level 0, it becomes invisible at runtime, and the fields below it are set to level 0 and can process correctly. They will then appear below the level-based control, instead of inside it.
  • Rather than duplicating the same set of page fields on two or more pages, you can create a single subpage that contains those page fields and add it to any page. This makes it much easier to maintain the functionality these page fields represent . Subpages are even more effective when used with corresponding subrecords. In order to support the use of subrecords with subpages, the system uses a record name substitution mechanism for subpage-type page fields Each subpage has a "from" record, determined dynamically by the Page Designer and by the PIA runtime. The “from” record is a record associated with one of the page fields in the subpage . Which page field depends upon the page field ordering, the types of page fields on the subpage, and whether it's record is a subrecord . The "to" record is specified by you in the SubPage Record Name Substitution group box in the Insert Subpage dialog box that displays after you insert the subpage into a page (and on the Subpage tab of the Subpage Properties dialog)
  • In design time, you only need to add the subpage control to represent all controls in the subpage. You have only one place-the subpage definition-to maintain those controls. At run time, you will see all controls defined in the subpage in your page.
  • After the user enters the email information in the Email grid, the user can return to the Address page by clicking OK.
  • Note. To see a subset of search records, type a few characters first. The drop-down list box is populated with a list of all record definitions with names that begin with those characters. This reduces access time and enables you to find specific records faster
  • In the preceding example, the third page (UK) becomes the second.
  • Here the tabs indicates the pages included in this particular component.
  • The default component definition view displays the page items and corresponding attributes of a component definition
  • When the next transmission to the server occurs, PeopleTools determines which fields have changed since the last transmission. Logic on the application server runs the appropriate system edits and PeopleCode events (in field layout order).
  • Name Specify the system name for the menu or menu item. Menu and menu item names must conform to a specific set of naming conventions for the system to recognize them: all upper case letters, no embedded spaces, and no special characters (for example, % ^ & * $ #). Label Specify the text label to appear on the menu. The label appears in the Home bar item or in a cascade menu of a menu group. You can place an ampersand in the text to assign a keyboard shortcut for the menu.
  • “ MIX AND MATCH" Suppose you have three 8-hour shifts at your site. Using the modular approach you could create three different versions of Signon permissions: one for 6 a.m. to 2 p.m., one for 2 p.m. to 10 p.m., and another for 10 p.m. to 6 a.m. Then depending on the shift for a particular Role, you can easily apply or remove the appropriate Signon permission as needed without affecting any other permissions.
  • Permission list names have a 30-character limit. PeopleSoft HCM requires certain naming conventions for permission lists, however PeopleTools does not enforce these application-specific requirements. Therefore, when creating permission lists, PeopleSoft recommends that you keep the following conventions in mind. HCM requires the following: primary permission lists need to start with PP%, and data permission lists need to start with DP%.
  • PeopleSoft Application Designer includes a validate utility to make sure that all definitions included in the project actually exist in your database. An important part of the PeopleSoft upgrade process involves validating your upgrade project
  • People soft application-designer-practice-8.43

    1. 1. Yes-V Software Solutions (P) Ltd., 1PeopleSoftPeopleSoftPracticePracticeApplication DesignerApplication Designer
    2. 2. 2Yes-V Software Solutions (P) Ltd.,AgendaAgenda PeopleSoft Application DesignerPeopleSoft Application Designer Steps involved in creating aSteps involved in creating aComponentComponent
    3. 3. Yes-V Software Solutions (P) Ltd., 3Application DesignerApplication DesignerPeopleSoft Application designer(8.43)PeopleSoft Application designer(8.43)is a tool for developing web enabledis a tool for developing web enabledPeopleSoft applicationsPeopleSoft applications
    4. 4. 4Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create Field Definition1. Create 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.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 applicationS8S9S7S6S5S4S3S2S1
    5. 5. 5Yes-V Software Solutions (P) Ltd.,Creating a ComponentCreating a ComponentF1 F5F2 F3 F4 FNFN-1F12F11F6 _ _ _ _ _REC1 REC2 RECNPAGE1 PAGE2 PAGE NCOM1 COM NCOM2Application_ _ _ _ _ _ _ _ _ _ __ _ __ _ _ _F – FieldREC – RecordCOM – Component
    6. 6. 6Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 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.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 applicationS8S9S7S6S5S4S3S2S1
    7. 7. Yes-V Software Solutions (P) Ltd., 7Field DefinitionField Definition
    8. 8. 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 Fields1.1. FieldField2.2. Record FieldRecord Field Fields that are grouped together as a unit are called recordFields that are grouped together as a unit are called recorddefinitionsdefinitions Additional Characteristics are defined to the Record FieldAdditional Characteristics are defined to the Record Fieldwhich is specific to that record, called Record Fieldwhich is specific to that record, called Record FieldProperties.Properties. Record field properties areRecord field properties are notnot shared with other records inshared with other records inwhich the field is used. Where as Field Properties are sharedwhich the field is used. Where as Field Properties are sharedwith other records in which the field is usedwith other records in which the field is usedS8S9S7S6S5S4S3S2S1
    9. 9. 9Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Attributes of a Field definitionAttributes of a Field definition Field typeField type Field lengthField length Field LabelsField LabelsLabel IdLabel IdLong nameLong nameShort nameShort nameDefDef Field formatField formatFormat typeFormat typeFamilyFamilyDisplay nameDisplay name Not UsedNot Used Chart fieldChart fieldS8S9S7S6S5S4S3S2S1
    10. 10. 10Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Field typeField typeCharacter (Char) – Its maximum length ranges from 1-254Character (Char) – Its maximum length ranges from 1-254Long Character (Long)-Its maximum length is 64000 charactersLong Character (Long)-Its maximum length is 64000 charactersNumber (Nbr) – Signed or Unsigned NumberNumber (Nbr) – Signed or Unsigned NumberSigned 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.999999DateTime (DtTm)- 26 positions, format of YYYY-MM-DD-HH-MI-SS.999999DateTime (DtTm)- 26 positions, format of YYYY-MM-DD-HH-MI-SS.999999Image (Img)- store application data that takes the form of imagesImage (Img)- store application data that takes the form of imagesImageReference (Iref)- to store static images that can be changed at runtime with PeopleCodeImageReference (Iref)- to store static images that can be changed at runtime with PeopleCodeAttachment (Att) - Maps to a BLOB database type to hold the contents of a file attachmentAttachment (Att) - Maps to a BLOB database type to hold the contents of a file attachment Field lengthField lengthSpecifies the length of the fieldSpecifies the length of the fieldS8S9S7S6S5S4S3S2S1
    11. 11. 11Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Field LabelsField LabelsAttributes:Attributes:Label IdLabel Idunique identifier for the field .unique identifier for the field .less than 18 characters, without spaces, and UPPERCASEless than 18 characters, without spaces, and UPPERCASELong nameLong nameThe 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 charactersShort nameShort nameAn alternate name to use on pages and reports.An alternate name to use on pages and reports.Up to 15 charactersUp to 15 charactersDefDefDef stands for default fieldDef stands for default fieldThe line which is checked (tick mark) is taken as the default label id.The line which is checked (tick mark) is taken as the default label id.S8S9S7S6S5S4S3S2S1
    12. 12. 12Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Not UsedNot UsedRead only Check box.Read only Check box.Values can be changedValues can be changedthroughthrough PeopleCode.PeopleCode.This causes the fieldThis causes the field Skipped as part of theSkipped as part of theunique index.unique index. Exposed to PeopleCodeExposed to PeopleCodefor read and writefor read and writeoperations.operations. ChartFieldChartFieldRead only Check box.Read only Check box.Values can be changedValues can be changedthroughthrough PeopleCodePeopleCodeUsed for character fieldsUsed for character fieldsand used by financialand used by financialapplications to specify aapplications to specify ausage patternusage patternS8S9S7S6S5S4S3S2S1“Read Only”Check Box
    13. 13. 13Yes-V Software Solutions (P) Ltd.,Field DefinitionField Definition Field formatField formatField format specifications affectField format specifications affectinternal values that are stored ininternal values that are stored inthe databasethe database Format typeFormat typeS8S9S7S6S5S4S3S2S1UppercaseUppercase NameNamePhone Numbers (North America)Phone Numbers (North America) SSNSSNZip/Postal Code (North America)Zip/Postal Code (North America) Mixed CaseMixed CaseRaw BinaryRaw Binary Numbers OnlyNumbers OnlyPhone Numbers (International)Phone Numbers (International) SINSINZip/Postal Code (International)Zip/Postal Code (International) CustomCustom FamilyFamilyFormats are organized into formatFormats are organized into formatfamilies, which can include one orfamilies, which can include one ormore unique formats.more unique formats. Display nameDisplay nameThe Display Name given to theThe Display Name given to theFormat FamilyFormat Family
    14. 14. 14Yes-V Software Solutions (P) Ltd.,Field Format-Changing Format FamiliesField Format-Changing Format Families1. Select Tools, Miscellaneous Definitions, Field Formats.2. To define a new format family, click the New button.The New Family dialog box appears.3. Enter a name for your new format family and click OK.The Formats dialog box appears.4. In the Stored group box, enter a name and format.This defines how the format family is to be stored in the database andprinted in reports.5. Enter the format notation that you want to use for storing the data in theFormat field.6. In the Display group box, enter a name for the format.This defines how the format family will appear online.7. Enter the format notation that you want to use for displayingthe data in the Format field.8. Click the Add button to add the new format family,and click OK when you are finished.S8S9S7S6S5S4S3S2S1
    15. 15. 15Yes-V Software Solutions (P) Ltd.,Field FormatField FormatSelect Tools, Miscellaneous Definitions, Field FormatsSelect Tools, Miscellaneous Definitions, Field FormatsS8S9S7S6S5S4S3S2S1
    16. 16. 16Yes-V Software Solutions (P) Ltd.,Field FormatField FormatClick New ButtonClick New ButtonNew Dialogue BoxNew Dialogue BoxS8S9S7S6S5S4S3S2S1
    17. 17. 17Yes-V Software Solutions (P) Ltd.,Field FormatField FormatEnter values in Stored and DisplayEnter values in Stored and DisplayGroup Boxes and Click AddGroup Boxes and Click AddS8S9S7S6S5S4S3S2S1
    18. 18. 18Yes-V Software Solutions (P) Ltd.,Field Formats – Editing FormatsField Formats – Editing Formats The Edit Formats dialog box presents a tree control whereThe Edit Formats dialog box presents a tree control whereyou define the stored and display formats for a family and allyou define the stored and display formats for a family and alloptions and attributes. This dialog box enables you to:options and attributes. This dialog box enables you to: Add, update, and delete stored and display formats.Add, update, and delete stored and display formats. Enter a description for the family.Enter a description for the family. Specify options, such as uppercase and smart punctuation, forSpecify options, such as uppercase and smart punctuation, forthe family.the family. Changes are saved when you click OK.Changes are saved when you click OK.S8S9S7S6S5S4S3S2S1
    19. 19. 19Yes-V Software Solutions (P) Ltd.,Field Formats – Editing FormatsField Formats – Editing FormatsThis following slides show how to:This following slides show how to: Add a new stored format.Add a new stored format. Add a new display format to a stored format.Add a new display format to a stored format. Update a display format.Update a display format. Delete stored formats.Delete stored formats.S8S9S7S6S5S4S3S2S1
    20. 20. 20Yes-V Software Solutions (P) Ltd.,Field FormatField FormatAdding a New Stored FormatAdding a New Stored Format1.1. Open the format family to which you want to add a format.Open the format family to which you want to add a format.2.2. Select the format family name.Select the format family name.3.3. Enter the stored and display names and format notation.Enter the stored and display names and format notation.4.4. ClickClick Add.Add.5.5. The new format appears in the tree below the existing formats.The new format appears in the tree below the existing formats.Adding a New Display Format to a Stored FormatAdding a New Display Format to a Stored Format1.1. In the tree, select the stored format name to which you want to add aIn the tree, select the stored format name to which you want to add adisplay format.display format.2.2. In theIn the DisplayDisplay group box, enter a new name and format notation.group box, enter a new name and format notation.3.3. Click theClick the AddAdd button to add the display format.button to add the display format.4.4. The new display format appears in the tree, attached to the storedThe new display format appears in the tree, attached to the storedformat to which it belongs.format to which it belongs.S8S9S7S6S5S4S3S2S1
    21. 21. 21Yes-V Software Solutions (P) Ltd.,Field Format - EditingField Format - EditingTo add New FormatTo add New FormatTo Existing one.To Existing one.Select a Format Family and Click Edit.Select a Format Family and Click Edit.The Edit dialogue Box appears.The Edit dialogue Box appears.S8S9S7S6S5S4S3S2S1
    22. 22. 22Yes-V Software Solutions (P) Ltd.,Field FormatField FormatUpdating a Display FormatUpdating a Display Format1.1. To update a display format:To update a display format:2.2. Select the display format in the tree view.Select the display format in the tree view.3.3. Select a display format and enter the enabled fields.Select a display format and enter the enabled fields.4.4. ClickClick UpdateUpdate to update the display.to update the display.Deleting Stored FormatsDeleting Stored Formats1.1. To delete a stored format:To delete a stored format:2.2. Select the display format.Select the display format.3.3. Click theClick the DeleteDelete button.button.4.4. PeopleSoft Application Designer displays a warningPeopleSoft Application Designer displays a warningmessage indicating that deleting a display format mightmessage indicating that deleting a display format mightstrand stored data. Selectstrand stored data. Select YesYes to continue with the delete.to continue with the delete.S8S9S7S6S5S4S3S2S1
    23. 23. 23Yes-V Software Solutions (P) Ltd.,Field Format - EditingField Format - EditingSelect the Display Format in the Tree viewSelect the Display Format in the Tree viewUpdate the FormatUpdate the FormatDelete the FormatDelete the FormatS8S9S7S6S5S4S3S2S1
    24. 24. 24Yes-V Software Solutions (P) Ltd.,Field FormatField FormatTesting FormatsTesting FormatsTo test a format family:To test a format family:1.1. Use the two drop-down list boxes to select a stored and displayUse the two drop-down list boxes to select a stored and displayformat pair to test.format pair to test.2.2. Click either DB->Display and Display->DB to process theClick either DB->Display and Display->DB to process theformat.format.S8S9S7S6S5S4S3S2S1
    25. 25. 25Yes-V Software Solutions (P) Ltd.,Field Format - TestField Format - TestClick any one of themClick any one of themS8S9S7S6S5S4S3S2S1Result will be Displayed hereResult will be Displayed here
    26. 26. 26Yes-V Software Solutions (P) Ltd.,Field PropertiesField PropertiesThe Field Properties Dialogue Box haveThe Field Properties Dialogue Box have General TabGeneral TabField DefinitionField Definition is to enter commentsis to enter commentsregarding the field Definitionregarding the field DefinitionOwner IDOwner ID drop-down list box enables youdrop-down list box enables youto select a valid owner, as in applicationto select a valid owner, as in applicationproject or roleproject or roleLast UpdatedLast Updated group box containsgroup box containsinformation—date, time, and user ID—information—date, time, and user ID—about theabout thelast time the field definition was modifiedlast time the field definition was modified International Format Setting Tab are not in use forInternational Format Setting Tab are not in use forPeopleTools 8.4.PeopleTools 8.4. Translate Values tabsTranslate Values tabsThis is available only for Character FieldThis is available only for Character Fieldof max length 4.of max length 4.S8S9S7S6S5S4S3S2S1This isavailableonly forCharacterField of maxlength 4
    27. 27. 27Yes-V Software Solutions (P) Ltd.,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 PeopleSoft Applicationbutton on the PeopleSoft ApplicationDesigner toolbar.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 from the FieldSelect one of the following field types from the FieldType drop-down list box.Type drop-down list box.6.6. Then specify the required attributes for that field Type.Then specify the required attributes for that field Type.7.7. And Save the Field Definition.And Save the Field Definition.S8S9S7S6S5S4S3S2S1
    28. 28. 28Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsNew icon inNew icon inApplicationApplicationDesignerDesignerTool barTool barORORS8S9S7S6S5S4S3S2S1
    29. 29. 29Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsS8S9S7S6S5S4S3S2S1
    30. 30. 30Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsS8S9S7S6S5S4S3S2S1
    31. 31. 31Yes-V Software Solutions (P) Ltd.,Creating New Field DefinitionsCreating New Field DefinitionsField has been DefinedField has been DefinedSave Dialogue BoxSave Dialogue BoxS8S9S7S6S5S4S3S2S1
    32. 32. 32Yes-V Software Solutions (P) Ltd.,Opening an Existing Field DefinitionOpening an Existing Field Definition Select File, Open from the menuSelect File, Open from the menuFrom this dialog box, you canFrom this dialog box, you canview all available fields in theview all available fields in thedatabase. You can open all fieldsdatabase. You can open all fieldsof a certain type or from a specificof a certain type or from a specificproject, or you can open a specificproject, or you can open a specificfield or set of fields.field or set of fields. Clone an existing definitionClone an existing definition To create a field definition withTo create a field definition withattributes similar to an existingattributes similar to an existingone:one: Open an existing fieldOpen an existing fielddefinition.definition. Select File, Save As.Select File, Save As. Enter a new name.Enter a new name.Select a FieldSelect a FieldAnd Click OpenAnd Click OpenS8S9S7S6S5S4S3S2S1
    33. 33. 33Yes-V Software Solutions (P) Ltd.,Viewing Field PropertiesViewing Field Properties There are several ways to view fieldThere are several ways to view fieldproperties.properties. While in the field definitionWhile in the field definitionworkspace, click the Propertiesworkspace, click the Propertiesbutton.button. Select Field, Definition Properties.Select Field, Definition Properties. While in a record definition:While in a record definition: Select the field.Select the field. Right-click the field name.Right-click the field name. SelectSelect View Field PropertiesView Field Propertiesfrom the pop-up menu.from the pop-up menu.S8S9S7S6S5S4S3S2S1
    34. 34. 34Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field Definition Changing a field Definition has the followingChanging a field Definition has the followingeffectseffects We might need to change the Field PropertiesWe might need to change the Field Propertiesand attributesand attributes The change affects every occurrence of theThe change affects every occurrence of thefield in every record definitionfield in every record definitionS8S9S7S6S5S4S3S2S1
    35. 35. 35Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field DefinitionChanging Field TypeChanging Field Type Change a field type by opening a field and selecting anotherChange a field type by opening a field and selecting anotherfield type from the drop-down list boxfield type from the drop-down list boxRenaming Field DefinitionRenaming Field Definition There are two ways to rename a field definition:There are two ways to rename a field definition:Using the Rename Definition dialog box.Using the Rename Definition dialog box.Using the Open Definition dialog box.Using the Open Definition dialog box.S8S9S7S6S5S4S3S2S1
    36. 36. 36Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field DefinitionRenaming Field DefinitionRenaming Field DefinitionUsing 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 dialog box.Select File, Rename to open the Rename Definition dialog 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 aren’t sure of the name or the correct spelling, use the search criteriaIf you aren’t sure of the name or the correct spelling, use the search criteriafields to locate the field to rename. The list displays field names that matchfields to locate the field to rename. The list displays field names that matchyour search criteria.your search 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 click Rename,Rename, or double-or double-click the field.click the field.6.6. The field name becomes available for entry, and you can type the newThe field name becomes available for entry, and you can type the newname.name.7.7. When you finish typing the new name, press ENTER or click theWhen you finish typing the new name, press ENTER or click the RenameRenamebutton.button.8.8. The Rename Field dialog box appears. Select the records in which youThe Rename Field dialog box appears. Select the records in which youwant the field to be renamed. Thewant the field to be renamed. The De-select AllDe-select All button toggles tobutton toggles to SelectSelectAll.All.9.9. Click OK.Click OK.S8S9S7S6S5S4S3S2S1
    37. 37. 37Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldSelect a FieldSelect a FieldClick RenameClick RenameS8S9S7S6S5S4S3S2S1
    38. 38. 38Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldNow you canNow you canrename the fieldrename the fieldS8S9S7S6S5S4S3S2S1
    39. 39. 39Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldClick OKClick OKS8S9S7S6S5S4S3S2S1
    40. 40. 40Yes-V Software Solutions (P) Ltd.,Rename FieldRename Field-Effects in Record Definition-Effects in Record DefinitionBefore Renaming the FieldBefore Renaming the FieldAfter Renaming the FieldAfter Renaming the FieldS8S9S7S6S5S4S3S2S1
    41. 41. 41Yes-V Software Solutions (P) Ltd.,Changing Field DefinitionChanging Field DefinitionRenaming Field DefinitionRenaming Field DefinitionUsing the Open Definition Dialog BoxUsing the Open Definition Dialog BoxTo rename a field definition from the Open Definition dialog box:To rename a field definition from the Open Definition dialog box:1.1. To display the Open Definition dialog box, select File, Open.To display the Open Definition dialog box, select File, Open.2.2. This dialog box enables you to set up search criteria for locating fieldThis dialog box enables you to set up search criteria for locating fieldnames.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. You can furtherfield. You can furthernarrow your search criteria by selecting a field type or the name of thenarrow your search criteria by selecting a field type or the name of theproject that contains the field to delete.project that contains the field to delete.5.5. Click theClick the OpenOpen button or press ENTER when you have completed yourbutton or press ENTER when you have completed yoursearch criteria.search criteria.6.6. You can rename a field in the Open Definition dialog box by selecting theYou can rename a field in the Open Definition dialog box by selecting thefield, right-clicking the field name, and selectingfield, right-clicking the field name, and selecting Rename.Rename.7.7. You can also select the field name and click it a second time. The fieldYou can also select the field name and click it a second time. The fieldname becomes available for entry and you can enter a new name.name becomes available for entry and you can enter a new name.8.8. When you finish typing the new name, press ENTER or click theWhen you finish typing the new name, press ENTER or click the RenameRenamebutton.button.S8S9S7S6S5S4S3S2S1
    42. 42. 42Yes-V Software Solutions (P) Ltd.,Rename FieldRename FieldS8S9S7S6S5S4S3S2S1
    43. 43. 43Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionThis section discusses two ways to delete a field definition:This section discusses two ways to delete a field definition:1.1. Using the Delete Definition dialog box.Using the Delete Definition dialog box.2.2. Using the Open Definition dialog box.Using the Open Definition dialog box.The important thing to be noted is that you cannot delete a field that is currentlyThe important thing to be noted is that you cannot delete a field that is currentlyused in any recordused in any recordUsing the Delete Definition Dialog BoxUsing the Delete Definition Dialog Box1.1. To delete field definitions from the Delete Definition dialog box:To delete field definitions from the Delete Definition dialog box:2.2. Select File, Delete to open the Delete Definition dialog box.Select File, Delete to open the Delete Definition dialog box.3.3. In the Delete Definition dialog box, set up search criteria for locating fieldIn the Delete Definition dialog box, set up search criteria for locating fieldnames.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 that contains the field thatSelect a field type or the name of the project that contains the field thatyou want to delete.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, delete the fieldWhen your search results appear in the output window, delete the fielddefinition by selecting the field and clicking thedefinition by selecting the field and clicking the DeleteDelete button or double-button or double-clicking the field nameclicking the field name..S8S9S7S6S5S4S3S2S1
    44. 44. 44Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionS8S9S7S6S5S4S3S2S1
    45. 45. 45Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionA Field cannot be deleted if it is used on a recordA Field cannot be deleted if it is used on a recordS8S9S7S6S5S4S3S2S1
    46. 46. 46Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionUsing the Open Definition Dialog BoxUsing the Open Definition Dialog Box1.1. To delete field definitions from the Open Definition dialog box:To delete field definitions from the Open Definition dialog box:2.2. Select File, Open to display the Open Definition dialog box.Select File, Open to display the Open Definition dialog box.3.3. This dialog box enables you to set up search criteria for locating fieldThis dialog box enables you to set up search criteria for locating fieldnames.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 selecting a field type orYou can further narrow your search criteria by selecting a field type orthe name of the project that contains the field that you want to delete.the name of the project that contains the field that you want to delete.7.7. When you have completed your search criteria, clickWhen you have completed your search criteria, click OpenOpen or pressor pressENTER.ENTER.8.8. Right-click the field that you want to delete from the list of field namesRight-click the field that you want to delete from the list of field namesdisplayed.displayed.9.9. SelectSelect DeleteDelete from the pop-up menu.from the pop-up menu.S8S9S7S6S5S4S3S2S1
    47. 47. 47Yes-V Software Solutions (P) Ltd.,Deleting Field DefinitionDeleting Field DefinitionS8S9S7S6S5S4S3S2S1
    48. 48. 48Yes-V Software Solutions (P) Ltd.,Printing Field DefinitionPrinting Field Definition Two Ways to print FieldTwo Ways to print FieldDefinitionDefinition1.1. To print a field definition,To print a field definition, select File, Print from the fieldselect File, Print from the fielddefinition window (or click thedefinition window (or click thePrint button in the toolbar) toPrint button in the toolbar) toopen the Print dialog box,open the Print dialog box, specify printing options.specify printing options.2.2. Open Definition dialog box.Open Definition dialog box. On the list resulting from yourOn the list resulting from yoursearch, right-click the name ofsearch, right-click the name ofthe field definition that youthe field definition that youwant to print,want to print, selectselect PrintPrint from the pop-upfrom the pop-upmenu to view your printingmenu to view your printingoptions.options.S8S9S7S6S5S4S3S2S1
    49. 49. 49Yes-V Software Solutions (P) Ltd.,Translate TableTranslate Table It is a Prompt Table to store values for fields that don’tIt is a Prompt Table to store values for fields that don’tneed individual prompt tables of their ownneed individual prompt tables 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 relatively small, static setField values consist of a relatively small, static setof values that are not maintained by the user.of values that are not maintained by the user. No other fields relate to this field.No other fields relate to this field.S8S9S7S6S5S4S3S2S1
    50. 50. 50Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableField length is 1 to 4 charactersField length is 1 to 4 characters..Translate Value Tab appearsTranslate Value Tab appearsS8S9S7S6S5S4S3S2S1
    51. 51. 51Yes-V Software Solutions (P) Ltd.,Translate TableTranslate Table Attributes of Prompt TableAttributes of Prompt Table FIELD NAME Field name, such as ABSENCE_TYPEFIELD NAME Field name, such as ABSENCE_TYPE LANGUAGE_CD Language codeLANGUAGE_CD Language code FIELD VALUE Value for the fieldFIELD VALUE Value for the field EFFDT Effective dateEFFDT Effective date VERSION Internal version number (system-maintained)VERSION Internal version number (system-maintained) EFF_STATUS Status—active or inactiveEFF_STATUS Status—active or inactive XLATLONGNAME 30-character description; used as a label on pages andXLATLONGNAME 30-character description; used as a label on pages andreportsreports XLATSHORTNAME 10-character description; used as a label on pages andXLATSHORTNAME 10-character description; used as a label on pages andreportsreports LASTUPDDTTM DateTime field showing the last time that a field wasLASTUPDDTTM DateTime field showing the last time that a field wasupdatedupdated LASTUPDOPRID User ID of the user who most recently updated theLASTUPDOPRID User ID of the user who most recently updated thefieldfieldS8S9S7S6S5S4S3S2S1
    52. 52. 52Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableAdding Translate ValuesAdding Translate ValuesTo add translate values to the Translate TableTo add translate values to the Translate Table::1.1. From a field definition window, select File, Definition Properties.From a field definition window, select File, Definition Properties.You can also right-click and selectYou can also right-click and select Field Properties,Field Properties, or press ALT-or press ALT-ENTER.ENTER.2.2. From a record field definition window, right-click the field, and selectFrom a record field definition window, right-click the field, and select ViewViewTranslatesTranslates from the pop-up menu.from the pop-up menu.3.3. Select the Translate Values tab.Select the Translate Values tab.The Translate Values dialog box displays existing values for the field and enables youThe Translate Values dialog box displays existing values for the field and enables youto add, change, or delete values. In theto add, change, or delete values. In the Last UpdatedLast Updated box, you see informationbox, you see information—date, time, and user ID—about the last update for the selected translate value.—date, time, and user ID—about 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 short name that your usersEnter the field value, effective date, long name, and short name that your usersenter on the page.enter on the page.S8S9S7S6S5S4S3S2S1
    53. 53. 53Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableS8S9S7S6S5S4S3S2S1
    54. 54. 54Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableS8S9S7S6S5S4S3S2S1
    55. 55. 55Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableChanging Translate ValuesChanging Translate Values To change an existing translate value, select the value andTo change an existing translate value, select the value andclickclick Change,Change, or double-click the value. The system displaysor double-click the value. The system displaysthe Change Translate Table dialog box in which you canthe Change Translate Table dialog box in which you canmake 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 the DeleteDelete button. Thebutton. Therow disappears.row disappears. Deleting should be the last option. If you don’t want theDeleting should be the last option. If you don’t want thevalue, deactivate it by changing the status to Inactivevalue, deactivate it by changing the status to InactiveS8S9S7S6S5S4S3S2S1
    56. 56. 56Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableChanging translatevalueDeleting translatevalueSaving translatevalueS8S9S7S6S5S4S3S2S1
    57. 57. 57Yes-V Software Solutions (P) Ltd.,Translate TableTranslate TableSaving Translate ValueSaving Translate Value After you have made all of your changes to theAfter you have made all of your changes to theTranslate Table, you must save theTranslate Table, you must save the entire fieldentire fielddefinition.definition. There is no save option specifically for translateThere is no save option specifically for translatevalues. Clickvalues. Click OKOK from the Field Properties dialogfrom the Field Properties dialogboxbox save the field definition by clicking thesave the field definition by clicking the SaveSave buttonbuttonor selecting File, Save.or selecting File, Save.S8S9S7S6S5S4S3S2S1
    58. 58. 58Yes-V Software Solutions (P) Ltd.,Effective DateEffective Date The Effective Date Field has special propertiesThe Effective Date Field has special propertiesrelated to the processing of effective dates on rowsrelated to the processing of effective dates on rowsand should be used when neededand should be used when needed Effective date is used for maintaining Data History –Effective date is used for maintaining Data History –Past, Current & Future.Past, Current & Future. Only one current data and multiple occurrences ofOnly one current data and multiple occurrences offuture and history.future and history. The information helps to look at what’s happenedThe information helps to look at what’s happenedup to now and plan for the future.up to now and plan for the future.S8S9S7S6S5S4S3S2S1
    59. 59. 59Yes-V Software Solutions (P) Ltd.,Effective DateEffective Date Three Types of Effective DateThree Types of Effective DateFutureFuture Data rows that have effective dates greaterData rows that have effective dates greaterthan the system date-usually today’s datethan the system date-usually today’s dateCurrentCurrent The data row with the most recent effectiveThe data row with the most recent effectivedate closest to today’s (system) date .but notdate closest to today’s (system) date .but nota future date.a future date.HistoryHistory Data rows that have effective dates less thanData rows that have effective dates less thanthe current data rowthe current data rowS8S9S7S6S5S4S3S2S1
    60. 60. 60Yes-V Software Solutions (P) Ltd.,Effective DateEffective Date Effective Date Impact on different Action TypeEffective Date Impact on different Action TypeAction TypeAction Type viewview ChangeChange Insert New RowsInsert New RowsUpdate/DisplayUpdate/Display Current, FutureCurrent, Future Future OnlyFuture Only Effective DateEffective DateGreater than theGreater than theCurrent RowCurrent RowUpdate/DisplayUpdate/DisplayAllAllHistory,History,Current, FutureCurrent, FutureFuture OnlyFuture Only Effective DateEffective DateGreater than theGreater than theCurrent RowCurrent RowCorrectionCorrection History,History,Current, FutureCurrent, FutureAll ExistingAll ExistingRowsRowsAdd new RowsAdd new Rowswith no Effectivewith no EffectiveDate RestrictionsDate RestrictionsS8S9S7S6S5S4S3S2S1
    61. 61. 61Yes-V Software Solutions (P) Ltd.,Effective Date - ExampleEffective Date - ExampleS8S9S7S6S5S4S3S2S1
    62. 62. 62Yes-V Software Solutions (P) Ltd.,Effective Date - ExampleEffective Date - ExampleS8S9S7S6S5S4S3S2S1
    63. 63. 63Yes-V Software Solutions (P) Ltd.,Effective Date - ExampleEffective Date - ExampleUpdate Display Mode change Future OnlyUpdate All Mode Change Future OnlyCorrection Mode all Existing RowsS8S9S7S6S5S4S3S2S1
    64. 64. 64Yes-V Software Solutions (P) Ltd.,Effective Date – ExampleEffective Date – ExampleCurrent mode is Update/DisplayWe cannot change current or history recordsunless in correction modeS8S9S7S6S5S4S3S2S1
    65. 65. 65Yes-V Software Solutions (P) Ltd.,Effective StatusEffective Status Used with Effective Date, enables the system toUsed with Effective Date, enables the system toselect the appropriate effective-Dated rowsselect the appropriate effective-Dated rows It takes two translate valuesIt takes two translate values ActiveActive InactiveInactiveS8S9S7S6S5S4S3S2S1
    66. 66. 66Yes-V Software Solutions (P) Ltd.,Effective SequenceEffective Sequence The Effective Sequence field serves differentThe Effective Sequence field serves differentpurposes depending on whether or not it’spurposes depending on whether or not it’spaired with Effective Date.paired with Effective Date. When Effective sequence is paired withWhen Effective sequence is paired withEffective Date, we can assign a uniqueEffective Date, we can assign a uniquesequence number to each row that has thesequence number to each row that has thesame effective datesame effective dateS8S9S7S6S5S4S3S2S1
    67. 67. 67Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create Field Definition1. Create Field Definition2.2. Create Record Definition.Create Record Definition.3. Build the Record Definition.3. Build the Record Definition.4. Create page Definition.4. Create page Definition.5. Create Component Definition.5. Create Component Definition.6. Include pages into component Definition.6. Include pages into component Definition.7. Creating Menu Definition.7. Creating Menu Definition.8. Assigning security to the menu.8. Assigning security to the menu.9. Test the application9. Test the applicationS8S9S7S6S5S4S3S2S1
    68. 68. Yes-V Software Solutions (P) Ltd., 68Record DefinitionRecord Definition
    69. 69. 69Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord DefinitionFields that are grouped together as a unit formsFields that are grouped together as a unit forms recordrecorddefinitionsdefinitions A record definition represents what the underlying SQLA record definition represents what the underlying SQLdatabase tables look like and how they process data.database tables look like and 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 purpose of the- Determine the ultimate purpose of therecord definition and how it will be used in the systemrecord definition and how it will be used in the system2.2. Field level -Field level - plan the details of what types of fields to addplan the details of what types of fields to addS8S9S7S6S5S4S3S2S1
    70. 70. 70Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord DefinitionS8S9S7S6S5S4S3S2S1
    71. 71. 71Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Types of RecordTypes of Record SQL TableSQL Table SQL ViewSQL View Dynamic ViewDynamic View Derived/WorkDerived/Work SubRecordSubRecord Query ViewQuery View Temporary TableTemporary TableS8S9S7S6S5S4S3S2S1
    72. 72. 72Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord DefinitionViewing Record DefinitionsViewing Record Definitions The Purpose of Record Definition View is :The Purpose of Record Definition View is : View basic field definition characteristics.View basic field definition characteristics. View key-related characteristics and default values.View key-related characteristics and 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 to fields.Identify PeopleCode that is attached to fields. Size and sort columnsSize and sort columnsS8S9S7S6S5S4S3S2S1
    73. 73. 73Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsViewing Record DefinitionsViewing Record Definitions The four Views of the Record areThe four Views of the Record are1.1. Field DisplayField Display2.2. Use DisplayUse Display3.3. Edits DisplayEdits Display4.4. PeopleCode Display.PeopleCode Display.S8S9S7S6S5S4S3S2S1
    74. 74. 74Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsViewing Record DefinitionsViewing Record DefinitionsField DisplayField Display shows the basic field definition characteristics for fields in the recordshows the basic field definition characteristics for fields in the recorddefinitiondefinition.. Field definition characteristics are global—they affect all record definitionsField definition characteristics are global—they affect all record definitionsin which the field is used.in which the field is used.Use DisplayUse Display Use Display mode shows key-related characteristics and default values forUse Display mode shows key-related characteristics and default values forfields that determine how fields are used in a recordfields that determine how fields are used in a record The use characteristics might differ for fields that are used on more thanThe use characteristics might differ for fields that are used on more thanone record definitionone record definitionS8S9S7S6S5S4S3S2S1
    75. 75. 75Yes-V Software Solutions (P) Ltd.,Viewing Record Definitions – Field DisplayViewing Record Definitions – Field DisplayField DisplayField DisplayShows basic field definition characteristicsS8S9S7S6S5S4S3S2S1
    76. 76. 76Yes-V Software Solutions (P) Ltd.,Viewing Record Definitions – Use DisplayViewing Record Definitions – Use DisplayUse DisplayUse DisplayShows key-related characteristics and default valuesfor fields that determine how fields are used in a recordS8S9S7S6S5S4S3S2S1
    77. 77. 77Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsViewing Record DefinitionsViewing Record DefinitionsEdit DisplayEdit Display shows all editing options (edit as a validationshows all editing options (edit as a validationrule) that are available for fields in a record .rule) that are available for fields in a record . Edits on a field vary from one record definitionEdits on a field vary from one record definitionto another .to another .PeopleCode DisplayPeopleCode Display contains a column for each PeopleCode programcontains a column for each PeopleCode programtype and specifies whether a program exists.type and specifies whether a program exists.S8S9S7S6S5S4S3S2S1
    78. 78. 78Yes-V Software Solutions (P) Ltd.,Viewing Record Definitions – Edit DisplayViewing Record Definitions – Edit DisplayEdit DisplayEdit DisplayShows all editing optionsShows all editing optionsThat are available for fields in a recordThat are available for fields in a recordS8S9S7S6S5S4S3S2S1
    79. 79. 79Yes-V Software Solutions (P) Ltd.,Viewing Record DefinitionsViewing Record Definitions – PeopleCode Display– PeopleCode DisplayIndicates PeopleCode has beenIndicates PeopleCode has beenwritten for the Eventwritten for the EventPeopleCode DisplayPeopleCode DisplayS8S9S7S6S5S4S3S2S1
    80. 80. 80Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsSaving Record DefinitionsSaving Record Definitions After adding or changing one element in the new definition,After adding or changing one element in the new definition,save the work and name the record.save the work and name the record. PeopleCode cannot be added to a field until you save thePeopleCode cannot be added to a field until you save therecord definition.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.S8S9S7S6S5S4S3S2S1
    81. 81. 81Yes-V Software Solutions (P) Ltd.,Saving Record DefinitionSaving Record DefinitionSave Dialogue BoxSave Dialogue BoxS8S9S7S6S5S4S3S2S1
    82. 82. 82Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsNaming Record DefinitionsNaming Record Definitions The name length can be up to 15 characters, with theThe name length can be up to 15 characters, with theexception of theexception of the Temporary Table typeTemporary Table type, which has a, which has amaximum length of 13maximum length of 13.. The name must begin with a letter and can containThe name must begin with a letter and can containunderscores to make it more readable.underscores to make it more readable. Avoid special characters, such asAvoid special characters, such as ## oror $,$, which can causewhich can causeproblems in some database environmentsproblems in some database environmentsS8S9S7S6S5S4S3S2S1
    83. 83. 83Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsNaming Record DefinitionsNaming Record Definitions Record Naming ConventionsRecord Naming Conventions _TBL_TBL Identifies an edit or prompt table that contains dataIdentifies an edit or prompt table that contains datathat 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 record definition.Identifies the record as a worklist record definition.S8S9S7S6S5S4S3S2S1
    84. 84. 84Yes-V Software Solutions (P) Ltd.,Record DefinitionsRecord DefinitionsNaming 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 audit information for other recordIdentifies record definitions that store audit information for other recorddefinitions in the database.definitions in the database. WEBLIB_WEBLIB_ Identifies record definitions that store internet scripts. Internet scripts areIdentifies record definitions that store internet scripts. Internet scripts aregenerally located in Field Formula PeopleCode events.generally located in Field Formula PeopleCode events. FUNCLIB_FUNCLIB_ Identifies record definitions that contain written PeopleCode functions, asIdentifies record definitions that contain written PeopleCode functions, asopposed to built-in functions. These self-developed functions are generallyopposed to built-in functions. These self-developed functions are generallylocated in FieldFormula events, and the records are usually derivedlocated in FieldFormula events, and the records are usually derived DERIVED_DERIVED_ Identifies shared record definitions (across an application module orIdentifies shared record definitions (across an application module orgroup) that have fields for PeopleCode events.group) that have fields for PeopleCode events.S8S9S7S6S5S4S3S2S1
    85. 85. 85Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Creating a New RecordCreating a New Record1.1. Select File, New.Select File, New.2.2. SelectSelect Record.Record.3.3. Click OK.Click OK.4.4. The object workspace appears so that you canThe object workspace appears so that you canbuild a list of fields in a record definition.build a list of fields in a record definition.S8S9S7S6S5S4S3S2S1
    86. 86. 86Yes-V Software Solutions (P) Ltd.,Creating A New RecordCreating A New RecordS8S9S7S6S5S4S3S2S1
    87. 87. 87Yes-V Software Solutions (P) Ltd.,Creating A New RecordCreating A New RecordObject WorkSpace where the relatedObject WorkSpace where the relatedfields are populated to form a Recordfields are populated to form a RecordS8S9S7S6S5S4S3S2S1
    88. 88. 88Yes-V Software Solutions (P) Ltd.,Creating A New RecordCreating A New RecordFields are now inserted into recordFields are now inserted into recordS8S9S7S6S5S4S3S2S1
    89. 89. 89Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition 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 the first letterIn the Open Definition dialog box, enter the first letterof the record for which you are searching.of the record for which you are searching.5.5. ClickClick OpenOpenS8S9S7S6S5S4S3S2S1
    90. 90. 90Yes-V Software Solutions (P) Ltd.,Opening an Existing RecordOpening an Existing RecordS8S9S7S6S5S4S3S2S1
    91. 91. 91Yes-V Software Solutions (P) Ltd.,Opening an Existing RecordOpening an Existing RecordS8S9S7S6S5S4S3S2S1
    92. 92. 92Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulating Fields in Record Definition1.1. Add fieldsAdd fields2.2. Reorder fieldsReorder fields3.3. Move fieldsMove fields4.4. Delete fieldsDelete fields5.5. Rename fieldsRename fieldsS8S9S7S6S5S4S3S2S1
    93. 93. 93Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulating Fields in Record Definition1.1. Inserting Fields into RecordsInserting Fields into RecordsInserting 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.S8S9S7S6S5S4S3S2S1
    94. 94. 94Yes-V Software Solutions (P) Ltd.,Inserting Fields into RecordsInserting Fields into RecordsInserting through Insert MenuInserting through Insert MenuS8S9S7S6S5S4S3S2S1
    95. 95. 95Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulating Fields in Record Definition1.1. Inserting SubRecord into RecordsInserting SubRecord into Records Select Insert, SubRecord to search, select, and insert subrecords into aSelect Insert, SubRecord to search, select, and insert subrecords into arecord.record. A subrecord enables you to add a group of fields that are commonly used inA subrecord enables you to add a group of fields that are commonly used inmultiple record definitions.multiple record definitions. A subrecord must be defined before it can be inserted into a recordA subrecord must be defined before it can be inserted into a recorddefinitiondefinition..S8S9S7S6S5S4S3S2S1
    96. 96. 96Yes-V Software Solutions (P) Ltd.,Inserting SubRecord into RecordsInserting SubRecord into RecordsInserting through Insert MenuInserting through Insert MenuS8S9S7S6S5S4S3S2S1
    97. 97. 97Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulating Fields in Record Definition2. Reordering Fields2. Reordering Fields• You can reorder the display of fields in the record definition by double-You can reorder the display of fields in the record definition by double-clicking the attribute name.clicking the attribute name.• To actually reorder the fields in the records, you must cut and paste orTo actually reorder the fields in the records, you must cut and paste orselect the field and move it.select the field and move it.S8S9S7S6S5S4S3S2S1
    98. 98. 98Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulating Fields in Record Definition3.Moving Fields3.Moving Fields Moving Fields in the Same RecordMoving Fields in the Same Record Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionS8S9S7S6S5S4S3S2S1
    99. 99. 99Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionSelecting a Field to MoveSelecting a Field to MoveMoving into this RecordMoving into this RecordS8S9S7S6S5S4S3S2S1
    100. 100. 100Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionPeopleSoft System will askfor confirmation tomove from one recordto another recordS8S9S7S6S5S4S3S2S1
    101. 101. 101Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionS8S9S7S6S5S4S3S2S1
    102. 102. 102Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionPasting into Another RecordPasting into Another RecordS8S9S7S6S5S4S3S2S1
    103. 103. 103Yes-V Software Solutions (P) Ltd.,Moving Fields Another Record DefinitionMoving Fields Another Record DefinitionMoved the Field to Another RecordMoved the Field to Another RecordS8S9S7S6S5S4S3S2S1
    104. 104. 104Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Manipulating Fields in Record DefinitionManipulating Fields in Record Definition4. Deleting Fields4. Deleting Fields Select the field that you want to remove and press the DEL (delete) key. .Select the field that you want to remove and press the DEL (delete) key. . When the system prompts you to confirm the deletion, clickWhen the system prompts you to confirm the deletion, click Yes.Yes. if you delete a field from a record definition, you must also delete it fromif you delete a field from a record definition, you must also delete it fromany pages on which it appearsany pages on which it appears Modify or remove PeopleCode when you find references to the deletedModify or remove PeopleCode when you find references to the deletedfield.field.5.5. Renaming FieldsRenaming FieldsDiscussed in earlier slidesDiscussed in earlier slidesS8S9S7S6S5S4S3S2S1
    105. 105. 105Yes-V Software Solutions (P) Ltd.,Deleting a Field from Record DefinitionDeleting a Field from Record DefinitionS8S9S7S6S5S4S3S2S1
    106. 106. 106Yes-V Software Solutions (P) Ltd.,Deleting a Field from Record DefinitionDeleting a Field from Record DefinitionAsking for ConfirmationS9S8S9S7S6S5S4S3S2S1
    107. 107. 107Yes-V Software Solutions (P) Ltd.,Deleting a Field from Record DefinitionDeleting a Field from Record DefinitionOnce 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 recordS8S9S7S6S5S4S3S2S1
    108. 108. 108Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Renaming Record DefinitionRenaming Record Definition1.1. To rename a record definition:To rename a record definition:2.2. Select File, Rename.Select File, Rename.3.3. The Rename Definition dialog box appears.The Rename Definition dialog box appears.4.4. 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 the name.A rectangular box appears around the name.8.8. Enter the new name and press ENTER.Enter the new name and press ENTER.S8S9S7S6S5S4S3S2S1
    109. 109. 109Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionS8S9S7S6S5S4S3S2S1
    110. 110. 110Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionS8S9S7S6S5S4S3S2S1
    111. 111. 111Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionAllowing you toAllowing you toRename the RecordRename the RecordS8S9S7S6S5S4S3S2S1
    112. 112. 112Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionClose the records before renamingClose the records before renamingS8S9S7S6S5S4S3S2S1
    113. 113. 113Yes-V Software Solutions (P) Ltd.,Renaming Record DefinitionRenaming Record DefinitionClick Yes to Confirm RenameClick Yes to Confirm RenameRecord has been renamedRecord has been renamedS8S9S7S6S5S4S3S2S1
    114. 114. 114Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition 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 record definition, theWhen you delete a record definition, thesystem automatically deletes any PeopleCode that issystem automatically deletes any PeopleCode that isassociated with the recordassociated with the record..5.5. ClickClick YesYes if you really want to delete the recordif you really want to delete the recorddefinition.definition.S8S9S7S6S5S4S3S2S1
    115. 115. 115Yes-V Software Solutions (P) Ltd.,Deleting Record DefinitionDeleting Record DefinitionS8S9S7S6S5S4S3S2S1
    116. 116. 116Yes-V Software Solutions (P) Ltd.,Deleting Record DefinitionDeleting Record DefinitionSelect a Record and Press Delete.Select a Record and Press Delete.It will ask for confirmation. Click YesIt will ask for confirmation. Click YesS8S9S7S6S5S4S3S2S1
    117. 117. 117Yes-V Software Solutions (P) Ltd.,Deleting Record DefinitionDeleting Record Definitionclose the recordprior performing thedeletion operationConfirm Deletion by clicking yesS8S9S7S6S5S4S3S2S1
    118. 118. 118Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition Printing Record DefinitionPrinting Record Definition Select File, Page Setup to changeSelect File, Page Setup to changeany of the print record defaults.any of the print record defaults.The system retains your changes untilThe system retains your changes untilyou reset them again. The Pageyou reset them again. The PageSetup dialog box appears.Setup dialog box appears. Select the options for print.Select the options for print. DefinitionDefinition PeopleCodePeopleCode GraphicsGraphics MarginsMargins HeaderHeader FooterFooter BorderBorder Border SpaceBorder Space Click OK when you are done toClick OK when you are done toclose the Print Setup dialog boxclose the Print Setup dialog boxand save your settings.and save your settings. Select File, Print.Select File, Print.S8S9S7S6S5S4S3S2S1
    119. 119. 119Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition PropertiesProperties1.1. Record PropertiesRecord Properties2.2. Record Field PropertiesRecord Field Properties1.1. Record PropertiesRecord PropertiesRecord Properties has two tabsRecord Properties has two tabs1.1. General TabGeneral Tab2.2. Use TabUse TabS8S9S7S6S5S4S3S2S1
    120. 120. 120Yes-V Software Solutions (P) Ltd.,Record PropertiesRecord PropertiesRecord PropertiesRecord PropertiesS8S9S7S6S5S4S3S2S1
    121. 121. 121Yes-V Software Solutions (P) Ltd.,Record Properties – General TabRecord Properties – General TabS8S9S7S6S5S4S3S2S1
    122. 122. 122Yes-V Software Solutions (P) Ltd.,Record Properties – Use TabRecord Properties – Use TabS8S9S7S6S5S4S3S2S1
    123. 123. 123Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition2. Record Field Properties2. Record Field Properties They are specific to a single record definition andThey are specific to a single record definition andare stored with the recordare stored with the record To edit record field properties from a recordTo edit record field properties from a recorddefinition, select Edit, Record Field Propertiesdefinition, select Edit, Record Field Propertiesfrom the PeopleSoft Application Designer menu.from the PeopleSoft Application Designer menu.S8S9S7S6S5S4S3S2S1
    124. 124. 124Yes-V Software Solutions (P) Ltd.,Record DefinitionRecord Definition2. Record Field Properties2. Record Field Properties Record Field Properties has Two TabsRecord Field Properties has Two Tabs Use TabUse Tab Edit TabEdit TabS8S9S7S6S5S4S3S2S1
    125. 125. 125Yes-V Software Solutions (P) Ltd.,Record Field PropertiesRecord Field PropertiesS8S9S7S6S5S4S3S2S1
    126. 126. 126Yes-V Software Solutions (P) Ltd.,Record Field Properties – Use TabRecord Field Properties – Use TabS8S9S7S6S5S4S3S2S1
    127. 127. 127Yes-V Software Solutions (P) Ltd.,Record Field Properties – Edit TabRecord Field Properties – Edit TabPrompt TableS8S9S7S6S5S4S3S2S1
    128. 128. 128Yes-V Software Solutions (P) Ltd.,Prompt TablePrompt Table Prompt Table are used to provide users with look upPrompt Table are used to provide users with look upthat shows the valid values for the Fieldthat shows the valid values for 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 ButtonS8S9S7S6S5S4S3S2S1
    129. 129. 129Yes-V Software Solutions (P) Ltd.,Prompt Table - ExamplePrompt Table - ExampleS8S9S7S6S5S4S3S2S1
    130. 130. 130Yes-V Software Solutions (P) Ltd.,Prompt Table – Required PropertiesPrompt Table – Required PropertiesS8S9S7S6S5S4S3S2S1Now the values from the specified tablewill become the Valid values for thefield in this table
    131. 131. 131Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create Field Definition1. Create Field Definition2. Create Record Definition.2. Create Record Definition.3.3. Build the Record Definition.Build the Record Definition.4. Create page Definition.4. Create page Definition.5. Create Component Definition.5. Create Component Definition.6. Include pages into component Definition.6. Include pages into component Definition.7. Creating Menu Definition.7. Creating Menu Definition.8. Assigning security to the menu.8. Assigning security to the menu.9. Test the application9. Test the applicationS8S9S7S6S5S4S3S2S1
    132. 132. Yes-V Software Solutions (P) Ltd., 132Building SQL Tables and ViewsBuilding SQL Tables and Views
    133. 133. 133Yes-V Software Solutions (P) Ltd.,Build ProcessBuild Process The Build process uses Data Definition LanguageThe Build process uses Data Definition Language(DDL) to construct a physical database component(DDL) to construct a physical database componentthat is based on the associated record and fieldthat is based on the associated record and fielddefinitions that you created. With the Build feature,definitions that you created. With the Build feature,you can create the following:you can create the following: TablesTables IndexesIndexes ViewsViews TriggersTriggersS8S9S7S6S5S4S3S2S1
    134. 134. 134Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild MenuBuild Menu Once the Record Definition has been created ,it isOnce the Record Definition has been created ,it isBuild using the Build Menu.Build using the Build Menu. When you choose to build a item from the BuildWhen you choose to build a item from the Buildmenu, the tasks for creating or running SQL scriptsmenu, the tasks for creating or running SQL scriptsthat define the underlying database components arethat define the underlying database components areincluded in the Build dialog box.included in the Build dialog box.S8S9S7S6S5S4S3S2S1
    135. 135. 135Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – Build Dialogue BoxBuild Menu – Build Dialogue BoxS8S9S7S6S5S4S3S2S1
    136. 136. 136Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild MenuBuild MenuThe settings for the Build process, alsoThe settings for the Build process, alsocalled Build Settings, enable you tocalled Build Settings, enable you toconfigure various aspects of theconfigure various aspects of theprocess. Depending on which buildprocess. Depending on which buildoption you are running, youroption you are running, yoursettings will varysettings will varyS8S9S7S6S5S4S3S2S1
    137. 137. 137Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpecifying Create OptionsSpecifying Create Options Table CreationTable CreationOptionsOptions View CreationView CreationOptionsOptions Index CreationIndex CreationOptionsOptionsS8S9S7S6S5S4S3S2S1
    138. 138. 138Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpecifying Alter OptionsSpecifying Alter Options Drop ColumnDrop ColumnOptionsOptions Change ColumnChange ColumnLength OptionsLength Options Alter AnyAlter Any Alter Table OptionsAlter Table OptionsS8S9S7S6S5S4S3S2S1
    139. 139. 139Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpecifying Logging OptionsSpecifying Logging Options Logging LevelLogging Level Logging OutputLogging OutputS8S9S7S6S5S4S3S2S1
    140. 140. 140Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build ProcessBuild Menu – SettingsBuild Menu – SettingsSpecifying Scripts OptionsSpecifying Scripts Options Script FileScript File Script File OptionsScript File Options File OverwriteFile OverwriteOptionsOptions Script File NameScript File NameS8S9S7S6S5S4S3S2S1
    141. 141. 141Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build Process Selecting the Build ScopeSelecting the Build Scope The Build feature includesThe Build feature includesthree different scopes thatthree different scopes thatdetermine the size of yourdetermine the size of yourbuild project.build project. Current DefinitionCurrent Definition ProjectProject Select Definition intoSelect Definition intoProjectProjectS8S9S7S6S5S4S3S2S1
    142. 142. 142Yes-V Software Solutions (P) Ltd.,Record Build ProcessRecord Build Process Creating TablesCreating Tables It prefaces each new application SQL table withIt prefaces each new application SQL table with PS_PS_ totoidentify it as an application that was built usingidentify it as an application that was built usingPeopleTools.PeopleTools. The Create Table process creates a new applicationThe Create Table process creates a new applicationtable based on parameters defined in the recordtable based on parameters defined in the recorddefinition. When a new table is created, the DBMSdefinition. When a new table is created, the DBMSupdates the System Catalog tables to reflect theupdates the System Catalog tables to reflect theattributes of the new tableattributes of the new table..S8S9S7S6S5S4S3S2S1
    143. 143. 143Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating Table Open the project for which you want to build SQL tables.Open the project for which you want to build SQL tables. Select Build, Project.Select Build, Project. From the Build menu, select the appropriate scope of your build.From the Build menu, select the appropriate scope of your build. Select Create Tables in the Build Options group box.Select Create Tables in the Build Options group box. Select one of the Build Execute options.Select one of the Build Execute options. Click the Settings button in the Build dialog box to set user-definedClick the Settings button in the Build dialog box to set user-defineddefaults.defaults. Select the appropriate settings on the Create tab.Select the appropriate settings on the Create tab. Select the Logging tab.Select the Logging tab. Set your logging levels and associated optionsSet your logging levels and associated options Select the Scripts tab.Select the Scripts tab. Specify your script file options.Specify your script file options. Click OK to close the Build Settings dialog box.Click OK to close the Build Settings dialog box. In the Build dialog box, click the Build button to run your build option.In the Build dialog box, click the Build button to run your build option.S8S9S7S6S5S4S3S2S1
    144. 144. 144Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating TableS8S9S7S6S5S4S3S2S1
    145. 145. 145Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating TableAll the Tables in theAll the Tables in theProject are listedProject are listedS8S9S7S6S5S4S3S2S1
    146. 146. 146Yes-V Software Solutions (P) Ltd.,Build Process – Creating TableBuild Process – Creating TableSpecify all the Required OptionsSpecify all the Required OptionsS8S9S7S6S5S4S3S2S1
    147. 147. 147Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating Views Clone a record definition.Clone a record definition. Open an existing record definition.Open an existing record definition. Select File, Save As.Select File, Save As. Specify the name of the view that you want to create.Specify the name of the view that you want to create. Delete and add the appropriate fields.Delete and add the appropriate fields. All columns that are selected in your view should have a corresponding field in theAll columns that are selected in your view should have a corresponding field in therecord definition.record definition. Set the record type to SQL View.Set the record type to SQL View. Select the Record Type tab for the record definition.Select the Record Type tab for the record definition. Select SQL View in the Record Type group box.Select SQL View in the Record Type group box. Click the Click to open SQL Editor button.Click the Click to open SQL Editor button. The order in which you list the columns in your SQL SELECT statement shouldThe order in which you list the columns in your SQL SELECT statement shouldmatch the order that you specified in the record definition.match the order that you specified in the record definition. Save the record definition.Save the record definition. Select Build, Current Definition to create the view in the database.Select Build, Current Definition to create the view in the database. Select the Create Views check box under Build Options.Select the Create Views check box under Build Options. Click Build.Click Build.S8S9S7S6S5S4S3S2S1
    148. 148. 148Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating ViewsS8S9S7S6S5S4S3S2S1Select SQL ViewClick SQL Editor to write SQL Query
    149. 149. 149Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating ViewsWrite the SQL Query and Save the ViewWrite the SQL Query and Save the ViewS8S9S7S6S5S4S3S2S1
    150. 150. 150Yes-V Software Solutions (P) Ltd.,Build Process – Creating ViewsBuild Process – Creating ViewsClick BuildClick BuildS8S9S7S6S5S4S3S2S1
    151. 151. 151Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter TableWhen to Alter TablesWhen to Alter Tables The following record definition changes affectThe following record definition changes affectsynchronization with the application table and require ansynchronization with the application table and require anAlter process:Alter process: Add or delete a field on the record.Add or delete a field on the record. Modify the length of a field.Modify the length of a field. Change the required status of a field that is Date, Time,Change the required status of a field that is Date, Time,DateTime, or Long.DateTime, or Long. The Alter Table process is similar to the Create TableThe Alter Table process is similar to the Create Tableprocess, except that it does not drop existing applicationprocess, except that it does not drop existing applicationdata tables and the data that they contain.data tables and the data that they contain. You can select both Alter Tables and Create Tables to runYou can select both Alter Tables and Create Tables to runconcurrently, as long asconcurrently, as long as the Skip table if it already existsthe Skip table if it already existsoption is enabledoption is enabled on the Create tab in the Build Settingson the Create tab in the Build Settingsdialog boxdialog box..S8S9S7S6S5S4S3S2S1
    152. 152. 152Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter TableAltering a TableAltering a Table To alter a table:To alter a table:1.1. Open the project for which you must perform an alter.Open the project for which you must perform an alter.2.2. From the Build menu, select the appropriate scope of your build.From the Build menu, select the appropriate scope of your build.The Build dialog box appears.The Build dialog box appears.1.1. SelectSelect Alter TablesAlter Tables from the Build Options group box.from the Build Options group box.Selecting the Alter Tables option automatically selects and disables theSelecting the Alter Tables option automatically selects and disables theCreate Indexes and Create Trigger (only if triggers are needed) option.Create Indexes and Create Trigger (only if triggers are needed) option.In the Build Execute Options group box, only theIn the Build Execute Options group box, only the Build script fileBuild script fileoption is enabled.option is enabled.1.1. Click the Settings button in the Build dialog box to set user-definedClick the Settings button in the Build dialog box to set user-defineddefaults.defaults.Select the appropriate alter, logging, and scripts settings.Select the appropriate alter, logging, and scripts settings.1.1. In the Build dialog box, click Build to run the Alter Tables processIn the Build dialog box, click Build to run the Alter Tables process.. WhenWhenthe process completes, check any errors listed in the log filethe process completes, check any errors listed in the log file..S8S9S7S6S5S4S3S2S1
    153. 153. 153Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter Table Confirming Your Table AlterConfirming Your Table AlterTo confirm your table alter:To confirm your table alter:1.1. Review the SQL script that was generated by the Alter process.Review the SQL script that was generated by the Alter process.2.2. Use your native SQL command processor to open the SQLUse your native SQL command processor to open the SQLscript. The script is located where you specified on the Scriptsscript. The script is located where you specified on the Scriptstab of the Build Settings dialog box.tab of the Build Settings dialog box.3.3. Run the script against your database.Run the script against your database.4.4. Use your query tool and SQL Select statements to confirm thatUse your query tool and SQL Select statements to confirm thatthe Alter Tables process has created an application table thatthe Alter Tables process has created an application table thatcorresponds to your record definition and has updated thecorresponds to your record definition and has updated thesystem catalog tables.system catalog tables.S8S9S7S6S5S4S3S2S1
    154. 154. 154Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Build Process – Alter TableBuild Process – Alter TableClick BuildClick Build
    155. 155. 155Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Build Process – Alter TableBuild Process – Alter Table
    156. 156. 156Yes-V Software Solutions (P) Ltd.,SQL FILESQL FILE---- Start the TransactionStart the Transaction---- Create temporary tableCreate temporary tableCREATE TABLE PSYDEPTREC1 (DEPT_NAME VARCHAR2(10) NOT NULL,CREATE TABLE PSYDEPTREC1 (DEPT_NAME VARCHAR2(10) NOT NULL,EDEPT VARCHAR2(20) NOT NULL,EDEPT VARCHAR2(20) NOT NULL,HDT_LASTUPDATED_BY VARCHAR2(25) NOT NULL,HDT_LASTUPDATED_BY VARCHAR2(25) NOT NULL,V_DATE DATE) TABLESPACE TLLARGE STORAGE (INITIAL 40000 NEXT 100000V_DATE DATE) TABLESPACE TLLARGE STORAGE (INITIAL 40000 NEXT 100000MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10 PCTUSED 80MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10 PCTUSED 80//---- Copy from source to temp tableCopy from source to temp tableINSERT INTO PSYDEPTREC1 (INSERT INTO PSYDEPTREC1 (DEPT_NAME,DEPT_NAME,EDEPT,EDEPT,HDT_LASTUPDATED_BY,HDT_LASTUPDATED_BY,V_DATE)V_DATE)SELECTSELECTDEPT_NAME,DEPT_NAME,EDEPT,EDEPT,HDT_LASTUPDATED_BY,HDT_LASTUPDATED_BY,V_DATEV_DATEFROM PS_DEPTREC1FROM PS_DEPTREC1//S8S9S7S6S5S4S3S2S1
    157. 157. 157Yes-V Software Solutions (P) Ltd.,SQL FILESQL FILE---- CAUTION:CAUTION: Drop Original TableDrop Original TableDROP TABLE PS_DEPTREC1DROP TABLE PS_DEPTREC1//---- Rename TableRename TableRENAME PSYDEPTREC1 TO PS_DEPTREC1RENAME PSYDEPTREC1 TO PS_DEPTREC1//COMMITCOMMIT//-- Done-- DoneCREATE UNIQUE INDEX PS_DEPTREC1 ON PS_DEPTREC1 (DEPT_NAME,CREATE UNIQUE INDEX PS_DEPTREC1 ON PS_DEPTREC1 (DEPT_NAME,EDEPT) TABLESPACE PSINDEX STORAGE (INITIAL 40000 NEXT 100000EDEPT) TABLESPACE PSINDEX STORAGE (INITIAL 40000 NEXT 100000MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10MAXEXTENTS UNLIMITED PCTINCREASE 0) PCTFREE 10//COMMITCOMMIT//S8S9S7S6S5S4S3S2S1
    158. 158. 158Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Click BuildClick BuildBuild Process – Alter TableBuild Process – Alter Table
    159. 159. 159Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S1Build Process – Alter TableBuild Process – Alter Table
    160. 160. 160Yes-V Software Solutions (P) Ltd.,Build Process – Alter TableBuild Process – Alter TableS8S9S7S6S5S4S3S2S15 Columns are there
    161. 161. 161Yes-V Software Solutions (P) Ltd.,S8S9S7S6S5S4S3S2S14 Columns are thereBuild Process – Alter TableBuild Process – Alter Table
    162. 162. 162Yes-V Software Solutions (P) Ltd.,Creating an ApplicationCreating an ApplicationSimple 9 stepsSimple 9 steps1. Create Field Definition1. Create Field Definition2. Create Record Definition.2. Create Record Definition.3. Build the Record Definition.3. Build the Record Definition.4.4. Create page Definition.Create page Definition.5. Create Component Definition.5. Create Component Definition.6. Include pages into component Definition.6. Include pages into component Definition.7. Creating Menu Definition.7. Creating Menu Definition.8. Assigning security to the menu.8. Assigning security to the menu.9. Test the application9. Test the applicationS8S9S7S6S5S4S3S2S1
    163. 163. Yes-V Software Solutions (P) Ltd., 163Page DefinitionPage Definition
    164. 164. 164Yes-V Software Solutions (P) Ltd.,Page DefinitionPage Definition Pages are thePages are the graphical interfacegraphical interface between users and yourbetween users and yourapplication databaseapplication database Using PeopleSoft Application Designer, you can create, modify,Using PeopleSoft Application Designer, you can create, modify,and delete page definitions in your PeopleSoft system.and delete page definitions in your PeopleSoft system. Page design depends on the type of data that the user plan to accessPage design depends on the type of data that the user plan to accessand maintain.i.e,and maintain.i.e, page may refer a single record definitionpage may refer a single record definition It may refer multiple recordsIt may refer multiple recordsS8S9S7S6S5S4S3S2S1
    165. 165. 165Yes-V Software Solutions (P) Ltd.,Creating New Page DefinitionsCreating New Page DefinitionsCreating new page definitions canCreating new page definitions canbe done by the following twobe done by the following twoways:ways: Create a blank page byCreate a blank page byselectingselecting FileFile,, NewNew, and, and PagePagefrom the menufrom the menuS8S9S7S6S5S4S3S2S1
    166. 166. 166Yes-V Software Solutions (P) Ltd.,Creating New Page DefinitionsCreating New Page Definitions Clone a page definition byClone a page definition byselectingselecting FileFile,, OpenOpen fromfromthe menu, specifythe menu, specify PagePage forforthe definition in thethe definition in the OpenOpenDefinition Dialog boxDefinition Dialog box, select a, select apage, click thepage, click the openopen button,button,then selectthen select FileFile,, Save AsSave Asand enter the new pageand enter the new pagename, click OK.name, click OK.S8S9S7S6S5S4S3S2S1
    167. 167. 167Yes-V Software Solutions (P) Ltd.,Including The Record Fields Into PagesIncluding The Record Fields Into PagesDrag fields from a Record onto aDrag fields from a Record onto apage:page: Open an existing record definitionOpen an existing record definitionby selectingby selecting FileFile,, OpenOpen,, RecordRecord fromfromthe menuthe menu drag field definitions from thedrag field definitions from therecord to the pagerecord to the page double-click the new page field todouble-click the new page field toset the propertiesset the propertiesS8S9S7S6S5S4S3S2S1
    168. 168. 168Yes-V Software Solutions (P) Ltd.,Including The Record Fields Into PagesIncluding The Record Fields Into PagesDrag Record fields from the ProjectDrag Record fields from the ProjectWorkspace onto a pageWorkspace onto a page ::• Open the project, drag record fieldsOpen the project, drag record fieldsfrom the project workspace to thefrom the project workspace to thepage, and double-click the new pagepage, and double-click the new pagefield to set the properties.field to set the properties.S8S9S7S6S5S4S3S2S1
    169. 169. 169Yes-V Software Solutions (P) Ltd.,Level-based ControlsLevel-based ControlsTo accommodate a variety of page designs, PeopleSoft created threeTo accommodate a variety of page designs, PeopleSoft created three level-basedlevel-basedcontrols.controls. TheThe threethree level-based controls are:level-based controls are: GridsGrids Scroll areasScroll areas Scroll barsScroll barsWhy level-based controls?Why level-based controls? We some times need few of the field controls to display multiple rowsWe some times need few of the field controls to display multiple rowsor occurrences of dataor occurrences of data To do this, we add a level-based control—a scroll area, a grid, or a scrollTo do this, we add a level-based control—a scroll area, a grid, or a scrollbar.bar. We can then add, edit, delete, find, and scroll through multipleWe can then add, edit, delete, find, and scroll through multipleoccurrences of data in a page control or group of controls.occurrences of data in a page control or group of controls.S8S9S7S6S5S4S3S2S1
    170. 170. 170Yes-V Software Solutions (P) Ltd.,LevelsLevelsLevels and Runtime ProcessingLevels and Runtime Processing Levels play an important role in runtime processing. The componentLevels play an important role in runtime processing. The componentprocessor relies on the level at which you place a field on a page to determineprocessor relies on the level at which you place a field on a page to determinehow tohow to process any PeopleCodeprocess any PeopleCode attached to the field in the recordattached to the field in the recorddefinition.definition. These levels are referenced asThese levels are referenced as occurs levelsoccurs levels on the “Record tab” in theon the “Record tab” in the“properties” dialog box for the level-based control that you are setting.“properties” dialog box for the level-based control that you are setting.Level 0Level 0 This is the first occurs level on a page.This is the first occurs level on a page. This level is reserved for the primary key fields that are used to search forThis level is reserved for the primary key fields that are used to search forpagespages This is the nonscrolling area that directly relates to the key information of theThis is the nonscrolling area that directly relates to the key information of theunderlying record.underlying record. Level 0 information is usually display-only with data that the user entered onLevel 0 information is usually display-only with data that the user entered onthe initial search page.the initial search page. There areThere are four levelsfour levels in each level-based controlin each level-based controlS8S9S7S6S5S4S3S2S1
    171. 171. 171Yes-V Software Solutions (P) Ltd.,LevelsLevelsLevels 1–3Levels 1–3 These levels include the scrolling data that is related to the Level 0, nonscrollingThese levels include the scrolling data that is related to the Level 0, nonscrollingdata.data. Level 1 is subordinate to Level 0; Level 2 is subordinate to and nested in Level 1.Level 1 is subordinate to Level 0; Level 2 is subordinate to and nested in Level 1. Level 3 is subordinate to and nested in Level 2. User can nest level-based controlsLevel 3 is subordinate to and nested in Level 2. User can nest level-based controlsup to 3 levels.up to 3 levels. It is possible to have a page that contains no level-based controls, making all fieldsIt is possible to have a page that contains no level-based controls, making all fieldsset to Level 0.set to Level 0. This is particularly true for secondary or subpages that contain few data entryThis is particularly true for secondary or subpages that contain few data entryfields.fields. The default occurs level for a control is set to 1 in the properties dialog box.The default occurs level for a control is set to 1 in the properties dialog box. If you place a field in or below that control, it is also set to Level 1 in the OrderIf you place a field in or below that control, it is also set to Level 1 in the Ordergrid, even if it is another level-based control.grid, even if it is another level-based control. Use Set to Level 0 feature of the horizontal rule control to restart the occurs levelUse Set to Level 0 feature of the horizontal rule control to restart the occurs levelcount on your page.count on your page. User can also add any number of level-based controls at the same levelUser can also add any number of level-based controls at the same level We can nest up to three levels of scrolls or grids on the page.We can nest up to three levels of scrolls or grids on the page.S8S9S7S6S5S4S3S2S1
    172. 172. 172Yes-V Software Solutions (P) Ltd.,Various Page Controls In A PageVarious Page Controls In A PageS8S9S7S6S5S4S3S2S1
    173. 173. 173Yes-V Software Solutions (P) Ltd.,Level-based Controls At Same LevelLevel-based Controls At Same Level Any number of level-based controls (scroll areas or grids) can be present at the sameAny number of level-based controls (scroll areas or grids) can be present at the samelevel.level.Example:Example: scroll area and a grid, both at Level 1.scroll area and a grid, both at Level 1.S8S9S7S6S5S4S3S2S1
    174. 174. 174Yes-V Software Solutions (P) Ltd.,Nesting Level-Based ControlsNesting Level-Based ControlsCompensation page: There are 2 rate codes for each compensationaction in the Level scroll area.S8S9S7S6S5S4S3S2S1
    175. 175. 175Yes-V Software Solutions (P) Ltd.,Nesting Up to 3 LevelsNesting Up to 3 Levels EXAMPLEEXAMPLE The “Additional Pay 1” page shows three levels of data that can be entered, two ofThe “Additional Pay 1” page shows three levels of data that can be entered, two ofwhich are nesting scroll areas in the Earnings scroll area.which are nesting scroll areas in the Earnings scroll area.S8S9S7S6S5S4S3S2S1
    176. 176. 176Yes-V Software Solutions (P) Ltd.,Keys for Accessing PagesKeys for Accessing PagesPrompt Fields:Prompt Fields:At runtime, you might want to enable your users to look up the valid values that they canAt runtime, you might want to enable your users to look up the valid values that they canenter in a field. For this, PeopleSoft provides prompts or look up buttons.enter in a field. For this, PeopleSoft provides prompts or look up buttons.There areThere are threethree types of prompts:types of prompts: Drop-down list boxDrop-down list box.. This is a small list that opens below a field in the current page.This is a small list that opens below a field in the current page. To use a drop-down list box, click the down arrow inside the field and select the requiredTo use a drop-down list box, click the down arrow inside the field and select the requiredvalue.value. Calendar drop-down promptCalendar drop-down prompt A calendar drop-down prompt opens a small calendar next to a date field to enable theA calendar drop-down prompt opens a small calendar next to a date field to enable theuser to easily scan for the correct date.user to easily scan for the correct date. Prompt buttonPrompt button A prompt or lookup button opens a lookup page in the user’s browser populated with upA prompt or lookup button opens a lookup page in the user’s browser populated with uptoto 300300 available values for that field.available values for that field. In PeopleSoft Application Designer, associate a prompt with a page control by selectingIn PeopleSoft Application Designer, associate a prompt with a page control by selectingthe “the “Show Prompt ButtonShow Prompt Button” check box from the” check box from the DisplayDisplay Options on theOptions on the Record tab ofRecord tab ofthe properties dialog boxthe properties dialog box The record field with which the user associate the page control must list values in theThe record field with which the user associate the page control must list values in theTranslate Table or prompt table for the system to display the prompt buttonTranslate Table or prompt table for the system to display the prompt button..S8S9S7S6S5S4S3S2S1
    177. 177. 177Yes-V Software Solutions (P) Ltd.,Prompt FieldsPrompt FieldsS8S9S7S6S5S4S3S2S1
    178. 178. 178Yes-V Software Solutions (P) Ltd.,Derived Records And Associated PagesDerived Records And Associated PagesDerived and Work FieldsDerived and Work Fields A field from a derived or work record can be used to store a temporary value thatA field from a derived or work record can be used to store a temporary value thatPeopleCode uses to determine the values of other field controls on the page.PeopleCode uses to determine the values of other field controls on the page.Hidden PagesHidden Pages Hidden pages are work pages that are associated with derived or work recordsHidden pages are work pages that are associated with derived or work recordsand are often used in work groups.and are often used in work groups. These pages are created when calculations need to be performed in theThese pages are created when calculations need to be performed in thebackground by PeopleCode that the user does not need to see.background by PeopleCode that the user does not need to see.HowHow A page can be made Hidden by selecting the Hidden check box in theA page can be made Hidden by selecting the Hidden check box in thecomponent grid as you set the component definition.component grid as you set the component definition.S8S9S7S6S5S4S3S2S1

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