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Introduction



Mbtechnosolutions- App Designer Fundamental - I


                                                            By. Md. Sayeed




         Copyright © 2013, mbtechnosolutions. All rights reserved.
Lesson Objectives


      After completing this lesson, you should be able to do
      the following:
       • List the features of Application Designer
       • Discuss the theoretical and physical aspects of a
           relational database and App Designer Definitions
       • Describe the integrated Platform for various
           PeopleSoft tasks
       • Understand the goals of the course




I-2                Copyright © 2013, mbtechnosolutions. All rights reserved.
Goals of the Course


      After completing this course, you should be able to do
      the following:
       • Identify the major structural components of
           App Designer
       • Understand field, Record, Page, Component and
           Menu
       • Registration wizard and its features
       • Creating ‘Hello World’ Project by using 8 steps
       • Accessibility Pages in PIA




I-3               Copyright © 2013, mbtechnosolutions. All rights reserved.
App Designer’s(Integrated Tool) Important
              definitions/technologies


       People code                                                       Component



           Application                                           Component
            Package                                               Interface



                     App Engine                    File Layout




I-5              Copyright © 2013, mbtechnosolutions. All rights reserved.
App Designer Definitions (ALL)



      1. Activity                  7. Business                          15. Image
      2. Analytic Model                Interlink                        16. Menu
      3. Analytic Type             8. Business                          17. Message
      4. App Engine                    Process                          18. Mobile Page
         Program                   9. Component                         19. Page
      5. Application               10. Component                        20. Project
         Package                       Interface
                                                                        21. Record
      6. Approval Rule             11. Field
                                                                        22. SQL
         Set                       12. File Layout
                                                                        23. Style sheet
                                   13. File Reference
                                   14. HTML




I-6                  Copyright © 2013, mbtechnosolutions. All rights reserved.
Field




I-7   Copyright © 2013, mbtechnosolutions. All rights reserved.
Field

Fields are the lowest level units in PeopleSoft. Fields are Individual objects defined in PeopleSoft . One or more
Fields grouped to form a record definition. A field can be shared across all record definitions




                                                            Types of Field
                                                               Field Type
                                                               Field Length
                                                               Field Labels
                                                               Field Formats



                                                             Field Properties
                                                              General
                                                              Translate values




  I-8                        Copyright © 2013, mbtechnosolutions. All rights reserved.
I-9   Copyright © 2013, mbtechnosolutions. All rights reserved.
Field Type
       Character (Char): Used for codes in PeopleSoft
       Long Character (Long): Used to store comments in PeopleSoft
       Number(Nbr) :to hold positive integers and decimal numbers
       Signed Number (Sign): holds negative integers and decimals
       Date (Date) :hold dates in (MM/DD/YYYY) format
       Time(Time) : holds time in (HH:MI:SS.99999) format
       Datetime (DtTm) :holds both date and time
       Image (Img): to store pictures in PeopleSoft (Jpeg, Bitmap format)
       Image Reference(Iref): to change an image dynamically at runtime
       using PeopleCode.
       Attachment:Maps to a BLOB database type to hold the contents of a
       file attachment.




I-10                   Copyright © 2013, mbtechnosolutions. All rights reserved.
Field Properties




I-11   Copyright © 2013, mbtechnosolutions. All rights reserved.
Field Properties
  General Properties
         Field Definition: We can specify purpose of this field
         Owner ID: Application Module like HR, Base Benefit

         Last Update by: Auto insertion (cannot be changed)
         Date/Time: System takes current date and time
         By User: System take Logged-in username as updated by user




 Translate Values      The Translate Values tab is available only for character fields.


The Translate table is a prompt table, which is similar to an all-purpose data
dictionary, to store values for fields that don’t need individual prompt tables of their
own. A Universal table(PSXLATITEM) can be used across all PeopleSoft
Environment to populate Pre-defined drop down values


  I-12                  Copyright © 2013, mbtechnosolutions. All rights reserved.
Translate Value window




I-13   Copyright © 2013, mbtechnosolutions. All rights reserved.
Translate Value Fields
Field Value: Use to enter the translate value for the field. The system automatically
sorts values in ascending order as you enter them.


Effective date: Enter the date on which you want this value to take effect.
The default value is today’s date.



Long Name: Enter up to 30 characters




Short Name : Enter up to 10 characters, and if this field left blank, Peoplesoft will
take first 10 Character from Long Name (Automatically)




    I-14                Copyright © 2013, mbtechnosolutions. All rights reserved.
Querying PSXLATITEM TABLE




I-15      Copyright © 2013, mbtechnosolutions. All rights reserved.
Record
A Record is a collection of Fields. A Record definition can be an SQL
table, an SQL View, a Sub record..

                 Record Types
                SQL
                SQL View
                Dynamic View
                Derived/Work
                Sub Record
                Query View
                Temporary Table

                Record Properties
                General
                Use

                Record Field Properties
                Use
                Edit




 I-16                  Copyright © 2013, mbtechnosolutions. All rights reserved.
Purpose of record Type

1
           An SQL:     (Structured Query Language table)
           A physical SQL table in the database.


2
           An View:     (Structured Query Language view)
           Select to define a record definition that corresponds to a SQL view, which
           is not a physical SQL table in the database


3          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.
           Dynamic views can provide superior performance in some situations,
           such as search records



    I-17                     Copyright © 2013, mbtechnosolutions. All rights reserved.
Purpose of record Type…2
4
           Derived/Work:
           Select to define the record definition as a temporary workspace to
           use during online page processing.

5
           Sub Record:
           subrecord—a group of fieldsthat are commonly used in multiple record
           definitions. We can change a group of fields in one place, as opposed to
           changing each record definition in every record

6          Query View:
           To define the record definition as a view that is constructed using
           the PeopleSoft Query tool. Before we create the view, PeopleSoft
           Application Designer prompts you to save the definition.




    I-18                    Copyright © 2013, mbtechnosolutions. All rights reserved.
Purpose of record Type…3
7
           Temporary Table:
           To define the record definition as a temporary table. Temporary
           tables are used for running PeopleSoft Application Engine batch
           processes.



      Non Standard SQL:
      To override the standard convention of prefixing PS_ to the record name.




    I-19                  Copyright © 2013, mbtechnosolutions. All rights reserved.
PeopleTools table to store Record
                    definition Attributes


PSRECDEFN: Record definitions are stored in a this table. This table stores all
attributes of a Record definition. Like Record type, Audit Record name, Parent
record name, index count, field count. SQL table and SQL View are data based
objects and stored with PS_ prefix in database




PSREFIELD: This table stores the fields that the record definition contains. Each
field with its own edit properties. It may translate value edit, prompt table edit. Or
Yes or no edit
PSPROGCOUNT: contains the Number of PeopleCode events for the record field.




  I-20                 Copyright © 2013, mbtechnosolutions. All rights reserved.
Record…3

PSINDEXDEFN: This table contains a row for each index for the record definition.
And populated only if the record definition is an SQL table or an SQL view




PSKEYDEFN:This table contains all record field that compose
the index are stored with key sequence




  I-21                Copyright © 2013, mbtechnosolutions. All rights reserved.
Naming Convention for Records
_TBL: Identifies an edit or prompt table that contains data that is
  used for validation,

_VW: Identifies a record definition that is physically implemented
  by defining a SQL view.

 _DVW: Identifies a dynamic view.

 _WRK: Identifies derived work records.

_SBR: Identifies subrecords.

_QVW Identifies a query view.



 I-22             Copyright © 2013, mbtechnosolutions. All rights reserved.
Naming Convention for Records


       _WL: Identifies the record as a worklist record definition

       _R: Identifies work record definitions for Structured Query
         Report reports.
       AUDIT_: Identifies record definitions that store audit
         information for other record definitions in the database
  WEBLIB_: Identifies record definitions that store internet
    scripts. Internet scripts are generally located in FieldFormula
    PeopleCode events.
FUNCLIB_: Identifies record definitions that contain
  written PeopleCode functions, as opposed to built-in
  functions.

I-23                 Copyright © 2013, mbtechnosolutions. All rights reserved.
Naming Convention for Record


       DERIVED_ Identifies shared record definitions (across an
         application module or group)that have fields for PeopleCode
         events.




I-24                Copyright © 2013, mbtechnosolutions. All rights reserved.
Page


       •   Page serves as user interface to the Application
       •   Page is collection of record fields with certain
           purpose
       •   Page vary from simple page, pages with scroll bar,
           subpages and secondary pages




I-25               Copyright © 2013, mbtechnosolutions. All rights reserved.
Component


        A component compromises either a single page or a set
         of pages that are meant to be served
        purpose of functionality and processed as one.
       We can manage through Component Definition
        Grouping of pages
        Search Record (to retrieve data)
        Tab Navigations
        Links at the bottom of a page
        Toolbar at the bottom of a page




I-26                Copyright © 2013, mbtechnosolutions. All rights reserved.
Search(component’s feature)




I-27   Copyright © 2013, mbtechnosolutions. All rights reserved.
Toolbar




I-28   Copyright © 2013, mbtechnosolutions. All rights reserved.
Catalog table for component




I-29     Copyright © 2013, mbtechnosolutions. All rights reserved.
PSPNLGROUP




I-30   Copyright © 2013, mbtechnosolutions. All rights reserved.
Menu

 Menus work as gateway to the application. Menus store Components
  (collection of pages)
 Menu items are hold a component and provide access to an application panel.
  End user has to be given access to a menu item to access it.

          Standard                                         Pop-Ups

          Used to create Application Panel                 Used to create context-menu
                                                           to page fields(user can access
                                                           by right click)

          Pre-Define Menu item                             Useful to bring help when the
          File , Edit, View, Go, Language and Help user needs it.

          We can specify menu group, sequence
          of that Menu


   I-31                    Copyright © 2013, mbtechnosolutions. All rights reserved.
PSMENUDEFN

  This catelog table stores the menu attributes. It contains




I-32               Copyright © 2013, mbtechnosolutions. All rights reserved.
PSMENUITEM
This catalog table stores the individual items in standard or
  pop-ups menu. It contains




I-33            Copyright © 2013, mbtechnosolutions. All rights reserved.
Registration Process




I-34   Copyright © 2013, mbtechnosolutions. All rights reserved.

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Peoplesoft Basic App designer

  • 1. Introduction Mbtechnosolutions- App Designer Fundamental - I By. Md. Sayeed Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 2. Lesson Objectives After completing this lesson, you should be able to do the following: • List the features of Application Designer • Discuss the theoretical and physical aspects of a relational database and App Designer Definitions • Describe the integrated Platform for various PeopleSoft tasks • Understand the goals of the course I-2 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 3. Goals of the Course After completing this course, you should be able to do the following: • Identify the major structural components of App Designer • Understand field, Record, Page, Component and Menu • Registration wizard and its features • Creating ‘Hello World’ Project by using 8 steps • Accessibility Pages in PIA I-3 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 4. App Designer’s(Integrated Tool) Important definitions/technologies People code Component Application Component Package Interface App Engine File Layout I-5 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 5. App Designer Definitions (ALL) 1. Activity 7. Business 15. Image 2. Analytic Model Interlink 16. Menu 3. Analytic Type 8. Business 17. Message 4. App Engine Process 18. Mobile Page Program 9. Component 19. Page 5. Application 10. Component 20. Project Package Interface 21. Record 6. Approval Rule 11. Field 22. SQL Set 12. File Layout 23. Style sheet 13. File Reference 14. HTML I-6 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 6. Field I-7 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 7. Field Fields are the lowest level units in PeopleSoft. Fields are Individual objects defined in PeopleSoft . One or more Fields grouped to form a record definition. A field can be shared across all record definitions Types of Field Field Type Field Length Field Labels Field Formats Field Properties General Translate values I-8 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 8. I-9 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 9. Field Type Character (Char): Used for codes in PeopleSoft Long Character (Long): Used to store comments in PeopleSoft Number(Nbr) :to hold positive integers and decimal numbers Signed Number (Sign): holds negative integers and decimals Date (Date) :hold dates in (MM/DD/YYYY) format Time(Time) : holds time in (HH:MI:SS.99999) format Datetime (DtTm) :holds both date and time Image (Img): to store pictures in PeopleSoft (Jpeg, Bitmap format) Image Reference(Iref): to change an image dynamically at runtime using PeopleCode. Attachment:Maps to a BLOB database type to hold the contents of a file attachment. I-10 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 10. Field Properties I-11 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 11. Field Properties General Properties Field Definition: We can specify purpose of this field Owner ID: Application Module like HR, Base Benefit Last Update by: Auto insertion (cannot be changed) Date/Time: System takes current date and time By User: System take Logged-in username as updated by user Translate Values The Translate Values tab is available only for character fields. The Translate table is a prompt table, which is similar to an all-purpose data dictionary, to store values for fields that don’t need individual prompt tables of their own. A Universal table(PSXLATITEM) can be used across all PeopleSoft Environment to populate Pre-defined drop down values I-12 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 12. Translate Value window I-13 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 13. Translate Value Fields Field Value: Use to enter the translate value for the field. The system automatically sorts values in ascending order as you enter them. Effective date: Enter the date on which you want this value to take effect. The default value is today’s date. Long Name: Enter up to 30 characters Short Name : Enter up to 10 characters, and if this field left blank, Peoplesoft will take first 10 Character from Long Name (Automatically) I-14 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 14. Querying PSXLATITEM TABLE I-15 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 15. Record A Record is a collection of Fields. A Record definition can be an SQL table, an SQL View, a Sub record.. Record Types SQL SQL View Dynamic View Derived/Work Sub Record Query View Temporary Table Record Properties General Use Record Field Properties Use Edit I-16 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 16. Purpose of record Type 1 An SQL: (Structured Query Language table) A physical SQL table in the database. 2 An View: (Structured Query Language view) Select to define a record definition that corresponds to a SQL view, which is not a physical SQL table in the database 3 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. Dynamic views can provide superior performance in some situations, such as search records I-17 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 17. Purpose of record Type…2 4 Derived/Work: Select to define the record definition as a temporary workspace to use during online page processing. 5 Sub Record: subrecord—a group of fieldsthat are commonly used in multiple record definitions. We can change a group of fields in one place, as opposed to changing each record definition in every record 6 Query View: To define the record definition as a view that is constructed using the PeopleSoft Query tool. Before we create the view, PeopleSoft Application Designer prompts you to save the definition. I-18 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 18. Purpose of record Type…3 7 Temporary Table: To define the record definition as a temporary table. Temporary tables are used for running PeopleSoft Application Engine batch processes. Non Standard SQL: To override the standard convention of prefixing PS_ to the record name. I-19 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 19. PeopleTools table to store Record definition Attributes PSRECDEFN: Record definitions are stored in a this table. This table stores all attributes of a Record definition. Like Record type, Audit Record name, Parent record name, index count, field count. SQL table and SQL View are data based objects and stored with PS_ prefix in database PSREFIELD: This table stores the fields that the record definition contains. Each field with its own edit properties. It may translate value edit, prompt table edit. Or Yes or no edit PSPROGCOUNT: contains the Number of PeopleCode events for the record field. I-20 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 20. Record…3 PSINDEXDEFN: This table contains a row for each index for the record definition. And populated only if the record definition is an SQL table or an SQL view PSKEYDEFN:This table contains all record field that compose the index are stored with key sequence I-21 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 21. Naming Convention for Records _TBL: Identifies an edit or prompt table that contains data that is used for validation, _VW: Identifies a record definition that is physically implemented by defining a SQL view. _DVW: Identifies a dynamic view. _WRK: Identifies derived work records. _SBR: Identifies subrecords. _QVW Identifies a query view. I-22 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 22. Naming Convention for Records _WL: Identifies the record as a worklist record definition _R: Identifies work record definitions for Structured Query Report reports. AUDIT_: Identifies record definitions that store audit information for other record definitions in the database WEBLIB_: Identifies record definitions that store internet scripts. Internet scripts are generally located in FieldFormula PeopleCode events. FUNCLIB_: Identifies record definitions that contain written PeopleCode functions, as opposed to built-in functions. I-23 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 23. Naming Convention for Record DERIVED_ Identifies shared record definitions (across an application module or group)that have fields for PeopleCode events. I-24 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 24. Page • Page serves as user interface to the Application • Page is collection of record fields with certain purpose • Page vary from simple page, pages with scroll bar, subpages and secondary pages I-25 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 25. Component  A component compromises either a single page or a set of pages that are meant to be served  purpose of functionality and processed as one. We can manage through Component Definition  Grouping of pages  Search Record (to retrieve data)  Tab Navigations  Links at the bottom of a page  Toolbar at the bottom of a page I-26 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 26. Search(component’s feature) I-27 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 27. Toolbar I-28 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 28. Catalog table for component I-29 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 29. PSPNLGROUP I-30 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 30. Menu  Menus work as gateway to the application. Menus store Components (collection of pages)  Menu items are hold a component and provide access to an application panel. End user has to be given access to a menu item to access it. Standard Pop-Ups Used to create Application Panel Used to create context-menu to page fields(user can access by right click) Pre-Define Menu item Useful to bring help when the File , Edit, View, Go, Language and Help user needs it. We can specify menu group, sequence of that Menu I-31 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 31. PSMENUDEFN This catelog table stores the menu attributes. It contains I-32 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 32. PSMENUITEM This catalog table stores the individual items in standard or pop-ups menu. It contains I-33 Copyright © 2013, mbtechnosolutions. All rights reserved.
  • 33. Registration Process I-34 Copyright © 2013, mbtechnosolutions. All rights reserved.