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12i Basic Navigation

Oracle 12i Basic Navigation

TABLE OF CONTENTS
Table of Contents......................................................................................... .....2
Overview.................................................................................... ......................4
About this Guide......................................................................................... ......4
Signing on........................................................................................................5
Responsibility...................................................................................................6
The Personal HomePage...................................................................................7
The MDI Window.......................................................................................... .....8
The Navigator Window.....................................................................................9
Functions Tab................................................................................................9
Top Ten List.............................................................................................. .10
List of Values................................................................................ ............10
Documents Tab.......................................................................................... ..11
Menu and Toolbar...........................................................................................12
Pull-Down Menus.........................................................................................12
Tools > Close Other Forms.............................................................................. 13
Toolbar Icons...............................................................................................13
Keyboard Shortcuts........................................................................................15
Complete list of keyboard shortcuts...............................................................16
Retrieving Data..............................................................................................17
Query.................................................................................. .....................17
Using the Find Mode....................................................................................17
Query Mode............................................................................................. .18
Using the Query Mode.................................................................................18
Query Mode Operators.............................................................................19
Entering Data.................................................................................................20
Color Coded Fields.................................................................................. .....20
Using a List of Values..................................................................................21
Power List:........................................................................................... ........25
Using the Calendar Window........................................................................25
Using Flexfields..............................................................................................26
Key Flexfields..............................................................................................26
Descriptive Flexfields..................................................................................27
Accessing Online Help....................................................................................28
Help Menu.................................................................................. .................28
Display Database Error...................................................................................29
Running Reports and Programs......................................................................30
Concurrent Processing............................................................................... ..30
Submit Requests......................................................................................30
View Requests................................................................................................35
Creating a Folder............................................................................. ...............39
Defining Query Criteria............................................................................40
Folder Tools.................................................................................................41
Personal Profile..................................................................................... ..........42
Exporting Data...............................................................................................43
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Closing Oracle Applications............................................................................49


Caution..................................................................................................... 50

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OVERVIEW

Oracle Applications is a tightly integrated family of application products that


share a common look and feel. Using the menus and windows of Oracle
Applications, you have access to all the functions needed to manage business
information.

Oracle Applications provides you with full point-and-click capability. The


mouse or keyboard can be used to operate graphical controls such as pull-
down menus, buttons, pop-ups, and check boxes.

In addition, Oracle Applications offers many other features such as field-to-


field validation and “List of Values” to simplify data entry and maintain the
integrity of the data entered.

ABOUT THIS GUIDE

This guide is to be used as reference and training material for experienced


and beginning Oracle applications users on the basic features of navigating
within Oracle Applications, Release 12i. The aim is to enable you to navigate
within any of the Oracle Applications forms, regardless of the application
module.

This training course is intended for all end users as a prerequisite to any
applications course.

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SIGNING ON

• Enter your Username and Password and then choose Connect to access
the Oracle Applications. Use the Tab key to move between fields.
• You can change your initial password and update it periodically. Note that
your password does not display as you type; this prevents others from
seeing it. Keep your password confidential to prevent unauthorized
access to your business data.
• Your System Administrator assigns Usernames and the initial Password.
When you sign on for the first time, a window will appear showing that
your initial password is expired. You can then set up your own password.
• You can reset your password through the Edit Menu in the Navigator
Window, which we will introduce later. System Administrator can also
reset your password should you forget it.

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RESPONSIBILITY

• A responsibility is a predefined set of data, menus, and forms that define


your particular level of authority while using the system.
• Each Responsibility provides you access to an application, menus and a
set of functions through online screens.
• The Oracle Application menus present only the functions for which your
Responsibility is given permission.
• Each user has at least one responsibility and several users can share the
same responsibility.
• Depending on how your system is configured and the applications you
have installed, you can log on using one of two methods. After logging on
to Oracle Applications either a Personal Homepage is displayed where
your responsibilities are listed, or you are connected directly to the Oracle
Applications Navigator after you select a responsibility from the
responsibility window.
• If you are assigned to only one application you enter the application
automatically unless you have a Personal Homepage which will list only
the one responsibility. If you have more than one, choose from the pop-up
list or click a link to the responsibility.
• To change responsibility within an application select File>Switch
Responsibility from the menu bar

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THE PERSONAL HOMEPAGE

The Personal Homepage has been added in 12i in order to provide a single
point of login for a user. Once a user is logged into the Personal Homepage
they do not need to log in again to access either the Forms-based
Applications or the Self-Service Web Applications.

• The Homepage contains a Welcome toolbar consisting of the user's login


name and three icons, Help, Create and Modify Pages, and Exit.
• The Homepage is made up of one or more tab pages. Except for the Main
tab, which is the default tab, tabs can be created, deleted, or modified
clicking the 'Create and Modify Pages' icon.
• A user can customize their Homepage by clicking on the 'Create and
Modify Pages' icon on the title bar.

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THE MDI WINDOW

Oracle Applications use a multiple-document interface (MDI). All windows are


displayed inside a single container window, with a single toolbar, menu,
message line, and status line attached to that window.

Message Line
• Oracle Applications display pertinent information for processing your form,
including error messages.

Record Indicator
• Display the information about how many records are retrieved in your
query and which record is currently opened. For example, in the above
screen you are in the second record of a total of 167.

Status Line
• Oracle Applications displays status information.

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THE NAVIGATOR WINDOW


A Navigation window (Navigator) appears after signing on to Oracle
Applications and choosing a Responsibility. The Navigator window consists of
three tabs Functions, Documents, and Processes.

Functions Tab
• The Forms tab is used to navigate to the forms. You can access the
Navigator anytime from the View – Show Navigator menu or press the
Show Navigator button on the toolbar .
• You navigate to the sub-menus and forms displayed in the left-hand side
of the window. The buttons below expand or collapse the hierarchical list
of menus.
• At the top of the navigation window are two fields that help identify a
selection. The top field displays the name of the currently selected item.
The lower field displays the description of current selection.

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• Items with a “+” sign are menus that can be expanded to a lower level.
Buttons below the left side expand and contract the menus:

–Expands the –Expands all –Expands all


currently selected sublevels of the sublevels of the
menu item. Same currently selected navigation list.
as double-clicking or item.
choosing the Open
button.

–Collapses the –Collapses all


selected item. Same items of the
as double-clicking. navigation list.

Top Ten List


• Navigation shortcuts to your most frequently used forms can be saved in
the top ten list in the right-hand side of the window. The top ten list lets
you go directly to a form by typing its number or double-clicking its name
and avoid navigating the entire menu on the left.
List of Values
• If you are not certain of the navigation path to a form, press Ctrl + L for a
pop-up screen with all the possible forms in your responsibility. You can
shorten this list by typing a keyword in the ‘find’ field, or by typing the
first few letters of the full name.

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Documents Tab
The Documents tab is used to display links to documents used frequently.

• The Rename button allows you to remain the document link in the
Navigator Documents region.
• The Remove button allows you to remove the document link from the
Navigator Documents region.
• The Open button opens the document in the respective Oracle Application
form. You can also double-click on the document link icon to open.
• Select File > Place on Navigator menu item to place a document in the
Navigator Documents region. Forms that do not support adding
documents to the navigator will not have the 'Place on Navigator' menu
option enabled.

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MENU AND TOOLBAR


There is a series of pull-down menus on the top of each window. You can
operate the pull-down menu using either keyboard shortcuts or the mouse.
On the keyboard, use the Alt key to drop down the menu (e.g. Alt + V for the
View Menu), the Down Arrow to move to the option required, and then Enter
to execute.

Pull- Down Menus


Note: Some pull-down menu functions will not be active in certain
forms, depending upon the functionality in the forms.

View Tools
·Show Navigator ·Product specific entries, or may be disabled if no entiries
·Zoom exist.
·Find: Display the Find window to retrieve records
File ·Find All: Retrieve all records
·New ·Query by Example
·Open -Enter:Invoke 'Enter Query' mode to enter search criteria
·Save: Saves any pending changes in current form -Run: Execute the query-by-example
·Save and Proceed: Saves any pending changes, and -Cancel: Cancel the query-by-example by exiting from Window
returns form to state where next transaction can be started 'Enter Query' mode ·Cascade:Display any open windows in a "cascaded" or
·Next Step -Show Last Criteria: Recover the search criteria used in stair stepped fashion
·Export: Export information in folder form to a file the previous query-by-example ·Tile Horizontally: Display any open windows in a tiled
·Place on Navigator: Place the document in the navigator -Count Matching Records: Count the number of records horizontal (non-overlapping) fashion
window under the documents tab that would be retrieved if you ran the current query-by- ·Tile vertically: Display any open windows in a vertical (non-
·Log onas a different User: Display the sign on window example verlapping) fashion
·Switch Responsibility: Change your responsibility ·Record: First: Move the cursor to the first record ·Forms Currently Open in Oracle Applications: Each form
·Print: Print the current window Last: Move the cursor to the last record open in Oracle Applications wil be listed numerically
·Close Form: Close current window ·Translations: Display the Translations window
·Exit Oracle Applications: Quit Oracle Applications ·Attachments: Display the Attachments window
·Summary/Detail: Switch between the summary and detail
views of a combination block
·Requests: Show the status of your Concurrent Requests

Edit Folder Help


·Undo Typing ·New: Create a new folder definition ·Window Help: Display help for the current window
·Cut: Cut the current selection to the clipboard ·Open: Open an existing folder definition ·Oracle Applications Library : Display a window that lists all
·Copy: Copy the current selection to the clipboard ·Save : Save changes to the current folder definition available Oracle Applications help text
·Paste: Paste the contents of the clipboard into the current ·Save As: Save current folder definition to a new name ·Keyboard Help: Display the current key mappings of
field ·Delete: Delete an existing folder definition specific functions and menu options
·Duplicate: -Record Above:Copy value from pior row ·Show Field: Display a field that is currently hidden ·Diagnostics:
-Field Above: Copy value from prior field ·Hide Field: Hide the current field -Display Database Error: Display the last database error
·Clear: -Record: Erase current record from window ·Move Right: Move the current field to the right -Examine: used for debugging
-Field: Erase data from current field ·Move Left: Move the current field to the left -Test Web Agent
-Block: Erase all records from the current block ·Move Up: Move the current field up -Trace (on of off)
-Form: Erase any pending changes from the current ·Move Down: Move the current field down -Debug
form ·Widen Field: Increase the width of the current field -Properties: Item/Folder
·Delete Record: Delete current record from database ·Shrink Field: Decrease the width of the current field -Custom Code: Normal/Off
·Select All: Select all records (for blocks with multi-select). ·Change Prompt: Change the prompt for the current field ·Record history: Display information about the current
·Deselect All : Deselect all selected records except for the ·Autosize All: Adjust all field widths to completely show their record, such as who created or updated it
current record (for blocks with multi-select). data. ·About Oracle Applications: Display information about the
·Edit Field: Display Editor for current field ·Sort Data: Toggle the display of the Order By Buttons so current window and application, including version
·Preferences: -Change password you can specify the sort order for the first three fields information
-Profiles· ·View Query: Display the query criteria for the current folder
definition
·Reset Query: Erase the current query criteria
·Folder Tools: Display the folder tool palette

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TOOLS > CLOSE OTHER FORMS


Use this check box on the pull-down menu bar to specify whether multiple
windows will be opened at the same time as you proceed from form to form
within the application. If you uncheck this box, each window you open
consumes additional memory of your computer. As you continue to open new
windows, you may run out of memory.

Toolbar Icons
In addition to the pull-down menu, you can also invoke the same menu
options by selecting buttons from the toolbar.

• The toolbar provides the most commonly used actions on the menu with
icon buttons.

New – Create a new record

Find – Display the Find window to retrieve records

Show Navigator – Display the Navigator window

Save – Save any pending changes in the current form

Next Step – Updates the process workflow in the Navigator by


advancing to the next step in the process. It also saves any pending changes
in the active form.

Print - Print the current screen or in special cases, display a list of


reports to print

Close Form – Closes all windows of the current form

Cut – Cuts current selection to the clipboard

Copy – Copies the current selection to the clipboard

Paste – Pastes from the clipboard into the current field


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Clear Record – Erases the current record from the window

Delete – Deletes the current record from the database

Edit Field – Displays the Editor window for the current field

Zoom – invokes Zoom

Translations – Opens the Translations window if multiple languages are


installed

Attachments – Opens the Attachments window. If one or more

attachments already exist, the icon changes to a paper clip on a piece


of paper.

Folder Tools – Displays the folder tool palette

Window Help – Displays help for the current window

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KEYBOARD SHORTCUTS

You may choose, for convenience, to use function keys instead of the menus
or the toolbar. Almost everything that can be done with the mouse can also
be done with the keyboard. All the shortcuts are listed in the pull-down
menu under

• Help>Keyboard Help.

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COMPLETE LIST OF KEYBOARD SHORTCUTS

Function Keys
Block Menu Ctrl + B
Clear Field F5
Clear Block F7
Clear Form F8
Clear Record F6
Save Ctrl + S
Count Query F12
Delete Record Ctrl + Up
Display Error Shift + Ctrl +E
Down Down
Duplicate Field Shift + F5
Duplicate Record Shift + F6
Edit Ctrl + E
Enter Query F11
Execute Query Ctrl + F11
Exit F4
Help Ctrl + H
Insert Record Ctrl + Down
List of Values Ctrl + L
List Tab Pages F2
Next Block Shift + PageDown
Next Field Tab
Next Primary Key Shift + F7
Next Record Down
Next Set of Records Shift + F8
Previous Block Shift + PageUp
Previous Field Shift + Tab
Previous Record Up
Print Ctrl + P
Return Return
Scroll Down PageDown
Scroll Up PageUp
Show Keys Ctrl + K
Up Up
Update Record Ctrl + U

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RETRIEVING DATA
Query
In Oracle Application forms, you may use a Query to locate specific records or
sets of records for display and modification. There are two ways to create
queries (Find Mode and Query Mode)
Find Mode

To query for records in your current block or window, use the Find window.
The window contains fields for entering search criteria.

Using the Find Mode


• Select View > Find from the pull-down menu or select the Find icon with a
flashlight.
• Enter you search criteria in the appropriate fields. You can use the
wildcard (%) character in the search phrase.
• Click Find to find any matching records.

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Query Mode
Query by example. You can retrieve a group of records based on more
sophisticated search criteria. You can use Query mode to specify complex
criteria in most of the fields of your current block.

Using the Query Mode


• Select View > Query By Example > Enter from the pull-down menu or
press F11.
• Once you have activated Query Mode the fields you can use in query
mode will turn light blue in color indicating that the Region is in Query
Mode.
• Enter search criteria in any of the blue fields, using wildcard and query
operators listed below if necessary. You can also select View > Query By
Example > Show Last Criteria to display the search criteria in your last
search.
• Select View > Query By Example > Run or press Ctrl + F11 to perform the
search

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Query Mode Operators

Operators Meaning Example


= Equal to = ‘Steve’ or = 107
!= Not Equal to != ‘Steve’ or != 107
> Greater than >99.1 or > ‘Steve’
>= Greater than or equal to >= 55
< Less than <1000.00
<= Less than or equal to <= 100
#BETWEEN Between two values #BETWEE N 1 and 100

In addition, if you don’t need to retrieve all the data, but only want the
number of records that match your search criteria, you can simply perform
View > Query By Example > Count Matching Records to save time.

Note: In the LUCIDITY Training documents, whenever you are instructed to


“find” a record, it means using “Find Mode.”

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ENTERING DATA
Color Coded Fields

Fields are color coded to indicate their type as follows:

Field Color Description


White Permit data entry
White with green text Indicates drilldown capability
Yellow Require data entry
Gray with black text Display only
Blue Indicates fields to use in Query Mode

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Using a List of Values

List of Values is one of the most important and convenient features in Oracle
Applications. It provides you with a powerful, easy-to-use data entry method
that increases your accuracy and productivity. Oracle Applications notifies
you when a list of acceptable values is available for a field by displaying the
LOV icon in the field. You can also press Ctrl + L to invoke the list of values.
Let’s go over an example.

• Example: You are trying to enter the data in an Oracle Form, If you want
to enter the Supplier name, put your cursor in the Supplier field, the List of
Values icon (…) appears next to the Supplier field. Click the List of Values
icon next to the field or press Ctrl + L.

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• After you click the icon or press Ctrl + L, you see a window that asks you
to enter a partial value to see a limited list or keep the “%” to find all the
Supplier names.

• Note: This partial value window only appears in fields that may have a
long list of values. In some fields you will go straight to the next window.

• If you keep only the wildcard “%” and select Find, you will get the whole
list:

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• If you type an “A” in front of the “%” and then hit Find or press Enter, only
Supplier Names that start with “A” will display:

• If you keep only the wildcard “%” and select Find, you will get the whole
list

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Note: In some screen fields you may need to move the cursor out of the Find
field, by clicking once on the first record on the list, for power reduction to
work.

• If you need to initiate a query to look for specific information in the query
window, type what you are trying to query with ‘%” sign. Example above:
You clicked in ACCOUNT field but need to see all accounts where the
description has loan. Since you are trying to find the appropriate account
number for type in “%LOAN%” and click Find. The window will display all
the records that have the letters “LOAN” in the Description field.

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Power List:

The Power List feature provides you an even faster method of data entry. If a
field displays a List of Values icon and you know the value you want, simply
enter the first few characters of the value and press Tab. Power List will
complete the entry for you or bring up the LOV window with all records that
match the characters entered.

Using the Calendar Window

You can use List of Values to display the Calendar Window and enter values in
date fields.

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USING FLEXFIELDS

A Flexfield is a flexible data field, made up of one or more segments, which


your organization can customize for your business needs without
programming. Oracle Applications uses two types of Flexfields.

Key Flexfields
A Key Flexfield is a pre-defined flexfield for certain key data elements, such
as Account Code, Item Numbers, Asset Categories, etc. The number and
characteristics of the segments comprising a Key Flexfield can be
customized.

In a Key Flexfield window, use the LOV icon, , next to the field to help you
enter the data. The Combinations button will display all valid segment
combinations for the flexfield, and the LOV icon will display just the value for
the segment containing the cursor.

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Descriptive Flexfields
A Descriptive Flexfield is a user-definable flexfield where you can capture
additional information that Oracle Applications has not already provided and
tailor the system to meet the needs of your business. Descriptive Flexfields
are provided in most screens and indicated by square brackets [].

Note: You can only use a Descriptive Flexfield if your System Admin has
defined it.

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ACCESSING ONLINE HELP

The Online Documentation and Help features can greatly enhance your ability
to understand how to accomplish tasks using Oracle Applications. You can
also determine how to identify the user responsible for the entry or
maintenance of the record for further clarification of a business issue.

Help Menu
• Select Help > Window Help. A Help window is displayed through your
web browser tool, providing information and a list of topics associated
with the current application window.

• You can display online help for any Oracle Applications product listed in
the navigation frame on the left side of the window.

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DISPLAY DATABASE ERROR

This option under the Help menu, Help > Diagnostics > Display Database
Error, gives you recent errors. Errors prefixed by FRM arise from Oracle
Forms, errors prefixed by ORA arise from the Oracle Database, and errors
prefixed by APP arise from the Oracle applications.

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RUNNING REPORTS AND PROGRAMS

Concurrent Processing

To manage information in Oracle Applications, you must be able to run and


monitor reports and programs. In Oracle Applications, you submit reports
and processes, and monitor their status with the Concurrent Processing
feature. Concurrent processing allows you to continue working at your
computer while running noninteractive, data-dependent reports and
programs.

Submit Requests
• The path to run a new request varies between applications. Some of
the navigation paths are listed below. Once you navigate to the right
option, the Submit a New Request window appears.
• Check the request option to submit a single request or a request set,
which is a predefined group of requests. You can submit as many
requests as you like from the Submit Request window. You can even
submit a request more than once if you want to run the same request
with different parameters.

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After checking the type of request you want to run in the previous window,
you will see the Submit Request window:

In this window, you select the request you wish to run and then set
Parameters, Schedule, and Completion Options for it. Each of these functions
is discussed in the following pages.

Note: To exit from this screen without submitting a request, you must
click the Cancel button.

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After you enter all the parameters and options, click Submit Request to run
you requests.
Note: A Parameters window automatically appears if you select a
request that requires parameter values. Some of the parameters may
be mandatory to run certain reports

Note: You can use LOV in most of the parameter fields, but the
Calendar function is not available in this window.

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The Schedule option helps you define a submission schedule. You can define
your schedule to run a request ASAP, at a specific time, or repeatedly at
specific intervals, on specific days of the week or month.

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Completion Options enables you to set the printing style, assign printers, and
enter number of copies to print. You can submit a report to multiple printers
and notify users that a report has been printed. In Oracle Applications, all of
the above printing options can be set at application, responsibility, or user
level.

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VIEW REQUESTS

Since all reports, programs, and requests are run as concurrent requests in
Oracle Applications, you can navigate to the Requests window to view the
progress of all of your concurrent requests.

• Navigate to the Request window through View > Requests, and you will
see a Find Requests window.

• Enter specific criteria in the Find Requests window and click Find
• A Requests window with all the requests you queried will appear:

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• The Requests window displays a phase and status for each concurrent
request listed. A concurrent request has a life cycle consisting of the
following phases: pending, running, completed and sometimes, inactive.

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Phase Status Description


PENDING Normal Request is waiting for the next available
manager.
Standby Program to run request is incompatible with
other programs currently running and must
wait until they have completed
Scheduled Request is scheduled to start at a future
time or date.
Waiting A child request is waiting for its parent
request to mark it.
RUNNING Normal Request is running normally.
Paused Parent request pauses for all its child
requests to finish.
Resuming All requests submitted by the same parent
request are done.
Terminating Request is terminated per Cancel request.
COMPLETED Normal Request completed successfully.
Error Request failed to complete successfully.
Warning Request completed with warnings.
Canceled Pending or Inactive request canceled.
Terminated Request is terminated per cancellation.
INACTIVE Disabled Program to run request is not enabled.
On Hold Pending request is placed on hold.
No Manager No manager is defined to run the request.

Note: If a request ends with a status of “error”, you should first view
the log file to determine the cause of the problem.

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You can click on various buttons in this window to perform tasks relating to
concurrent processing:
• Refresh Data: Use this button to refresh the data in order to display
updated progress of your requests.
• Find Requests: Use this button to search for additional requests.
• Submit a New Request: Use this button to submit a new request.
• View Details: Use this button to view detailed information about your
requests, for example, submission date and scheduling.
• Diagnostics: Displays diagnostic information such as when it ran and if
it completes successfully.
• View Output: Displays an online view of your report.
• View Log: Displays the log file containing information regarding
arguments used and other technical information.
• Hold Request: Place a request on hold that has a status of Inactive or
Pending.
• Cancel Request: Cancel a request that has a status of Inactive, Pending
or Running.
• Reprint: You can reprint a report that has already been run by selecting
the Reprint option under the Tools Menu in this window.

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CREATING A FOLDER
• Select Folder > New. You will see a Create New Folder window.

• Enter a new and unique folder name.


• Select the Autoquery you require.
Note: You must be very careful in assigning the Autoquery option. The
basic rule is that the folder should behave the same as the standard
screen. If, when you enter the standard screen, data is automatically
displayed, set the autoquery option to “Always”; if it is not, set the
option to “Never.”
• Recommendation – Please advise your Business Analyst (IT)
before creating folders. In addition, please select Never when
creating folders.
• Check 'Open as Default' if you want this folder definition to open as your
default every time you invoke the form.
• Check 'Public' if you want other users to have access to this folder.
• Click OK when you are finished.

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Defining Query Criteria

• One advantage of a folder is that you can customize it to display only the
records you want to see. You can easily define and alter the query criteria
for any folder and save those criteria in a folder definition.
• Run the query that you want by either Find Mode or Query Mode. At least
one record has to be retrieved for the folder to memorize the query.
• Select Folder > Save to save this query in a folder definition.
• You can reset the query criteria by selecting Folder > Reset Query.

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Folder Tools

Click the folder tools button, , on the toolbar for the Folder Tools window:

You can also use the options in the Folder pull-down menu.

Name Most Commonly Usage


Used Selections
Folder New Create a new folder to store your screen
customizations.
Open Open existing folders that contain your
screen customizations.
Save / Save As Save new folder or changes to folder.
Show Field Show the list of fields that are available for
adding to your screen.
Hide Field Hide the field that your cursor is currently
on.
Move Right Shift the field that your cursor is currently
on towards the right.
Move Left Shift the field that your cursor is currently
on towards the left.
Widen Field Make the field that your cursor is currently
on wider.
Shrink Field Shrink the field that your cursor is
currently on.
Change Prompt Change the label of the field that your
cursor is currently on.

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PERSONAL PROFILE

The form will initially list all the available profiles: Profile Name, the system
Default Value and the User Values, if any exist. The System Administrator
administers the default values and the authorities of all the Profiles; however,
if the User Value field is white, it is allowed for update. The navigation path
to personal profile is different in each application.

There are two Profiles that may be changed immediately after a user has
been set up: Printer and Concurrent:Report Copies.
• The profile Printers identifies the printer to which your reports will be sent
by default. Place the cursor in this User Value zone to display all the
available list of valid printer IDs. Select the required printer.
• The Concurrent:Report Copies profile sets the default number of copies of
your reports to be printed.

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Oracle 12i Basic Navigation

EXPORTING DATA

Exporting data from Oracle Forms is performed as follows.

• Select the data you would like to export. The following is an example of
exporting data from Accounts Payable.

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Oracle 12i Basic Navigation

• Select Export from the File menu.

• Internet Explorer will be started and the following window will appear.
Note: If you do not receive the ‘File Download’
window, hold your [Ctrl] key down. The cause
could be related to pop up blocker.

• Download file accordingly. Recommendation – Click SAVE and place in


desired location on your network.
• Note: If you save file type as *.txt you will have the ability to format
columns as needed. For more information on how to open, save a file
please contact your technical help desk.

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Oracle 12i Basic Navigation

Exporting data from Oracle Reports (Concurrent Requests – View Output) is


performed as follows.

• Navigate to Concurrent View Requests window View> Requests


• From Find Requests form click Find

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Oracle 12i Basic Navigation

In the Requests Form> View Output

• Save output file as text on desired network location

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Oracle 12i Basic Navigation

• Open Microsoft Excel

Open file. Note: If you do not see the file, from Excel> Open> confirm your
[file type as] is Text File.

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Oracle 12i Basic Navigation

Follow Text Import Wizard to view data. For assistance on the Text Import
Wizard, contact your Technical Support team. Note; the ‘break lines’ should
line up with the end of the data field. The ‘break lines’ turn into Excel
columns.

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Oracle 12i Basic Navigation

CLOSING ORACLE APPLICATIONS

The proper way to close out of the Oracle Application is as follows:


Select File > Exit Oracle Applications from the drop-down menu in the MDI
Window.

The following caution message will appear – click OK to exit:

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Oracle 12i Basic Navigation

The Applet Viewer will still be open, click the X in the upper right-hand corner
to close.

The user's Personal Homepage will still be open as well. Select a link from the
Homepage or exit the Homepage by selecting File > Exit from the browser
drop-down menu.

Caution
A user is still logged in until the Personal Homepage is closed. If a user exits
the Self-Service Web Applications, the Personal Homepage will close
automatically.

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