Oracle Forms Development: Extending Applications The Right Way

Oracle Forms Development
Extending Applications the Right way
NCOAUG Feb 28, 2005 Arlington Heights, IL Susan Behn www.solutionbeacon.com

1
2005 Solution Beacon, LLC. All Rights Reserved.
Introduction
nSolution
u
Beacon, LLC
Susan Behn
Outline
n Why
Follow Standards? Started Classes Standards
n Assumptions n Getting
n Property
n Development n CUSTOM.pll n Additional n Summary
Resources
Why Follow Standards?

nFaster
development user interface
nConsistent nWeb
compatibility maintenance with American Disabilities Act
nEasier
nCompliance nLanguage
and Currency Translation
Assumptions/Scope
n Development
11i/Forms 6i
environment is Applications Release
n You
are familiar with Forms Builder 6i
*Oracle E-Business Suite application releases 11.x will continue to use 6i (This includes 11.5.10)
Getting Started TEMPLATE.fmb

nDownload
from $AU_TOP/forms/US and rename nProvides standardized sample objects and references nPlatform independent
Reference to object in APPSTAND *Referenced Objects are identified by the red arrow in the lower left corner
Getting Started TEMPLATE.fmb

nReferenced
objects (object groups) uLOVs, blocks, parameters, property classes nSample objects uCanvases, blocks, windows nForm level triggers with required code nToolbar nMenu nCalendar nColor palette nProgram unit APP_CUSTOM standard behavior
Getting Started APPSTAND.fmb

nDownload
from $AU_TOP/forms/US nPlatform specific referenced objects nReferences other libraries
Referenced Object
Property Classes
nProvide
visual and behavioral attributes for objects nAvailable for almost every object type nUsing property classes from these .fmb files is the single most important thing you can do to standardize!
Standard Value
Property Classes
nDo
not override inherited property class attributes!
Property Class Inherited Objects identified by black curved arrow Standard Value
10
Standards for Form Components

Module Libraries Triggers Windows Canvases Data Blocks Layout Addl Code
11
Module
12
nChange
the name of TEMPLATE.fmb nModule name must match file name nProperty class = Module nSet First Navigation Block
Libraries
13
Core Application Specific
Libraries Core
n Download
from $AU_TOP/resource n Set FORMS60_PATH on desktop to location of local libraries

n APPCORE.pll
u
VERT.pll uGLOBE.pll t JA.pll t JE.pll t JL.pll uCUSTOM.pll n FNDSQF.pll APPDAYPK.pll APPFLDR.pll
n n
Application Standards, toolbar Specific industry features Global or regional features Asia/Pacific features Europe/Middle East/Africa features Latin America Code Customizations of standard forms Flexfields, Profiles, Currency, Concurrent Request Submission, Record History, Message Dictionary Calendar Packages for Folder Blocks
14
Libraries Application Specific

n Additional
libraries attached to TEMPLATE.fmb n All libraries are available in $AU_TOP/resource

n FV.pll n HRKPI.pll n GHR.pll n GMS.pll
n IGILUTIL.pll n PSAC.pll n PSA.pll n PSB.pll
n IGILUTIL2.pll n PQH_GEN.pll
n OPM.pll
n APPCORE2.pll
Federal Financials Human Resources Knowledge Provider Global Human Resources Encumbrances International Public Sector International Public Sector Public Sector Applications Public Sector Human Resources Public Sector Applications Public Sector Budgeting Process Manufacturing Application standards (for CUSTOM.pll)
15
Libraries Application Specific

nList
of application specific libraries are not all inclusive
nAdditional
libraries are attached based on your implementation nMultiple Countries nOracle Industry Applications does not support the use of APPFLDR, VERT, GLOBE, PSAC, PQH_GEN, GHR, JA, JE and JL for custom forms.
nOracle
*NEVER MODIFY ORACLE APPLICATIONS LIBRARIES OTHER THAN CUSTOM.pll*

16
Triggers
17
Required Restricted Optional
Triggers Required
nPRE-FORM
must be modified uRevision, Date, Author uTemplate Form change to your form name uBLOCKNAME change to the first block uFIRST_WINDOW change to the first window
18
Optionally Modify at Form Level

Do NOT delete the APP_STANDARD.EVENT call
n n n
KEY-CLRFRM add code after standard call POST-FORM add code before standard call QUERY-FIND - add code after standard call u Its preferable to create a block-level trigger to override the form level QUERY_FIND trigger ACCEPT - add code after standard call
19
Dont Touch These Anywhere!

n n n n n n n n n
STANDARD_ATTACHMENTS ZOOM FOLDER_ACTION KEY-HELP KEY-EXIT KEY-EDIT KEY-COMMIT WHEN-WINDOW-CLOSED CLOSE_WINDOW
20
Optional Block or Item Level Triggers

n n n n n n n n n n
WHEN-NEW-RECORD-INSTANCE WHEN-NEW-BLOCK-INSTANCE WHEN-NEW-ITEM-INSTANCE POST-QUERY KEY-DUPREC KEY-MENU KEY-LISTVAL QUERY-FIND ACCEPT ON-ERROR
21
Triggers Execution Hierarchy

nExecution
u
Hierarchy Default is OVERRIDE
NEW triggers set to BEFORE
POST triggers set to AFTER KEY triggers set to OVERRIDE QUERY-FIND triggers set to OVERRIDE
22
Window
23
Modal Non-Modal
Modal Windows
nProperty
class = WINDOW_DIALOG nCenter window using APP_WINDOW.SET_WINDOW_POSITION nExplicitly write code to close the window nCode OK and Cancel buttons in advance nUse dialog blocks with property class = BLOCK_DIALOG nDisable key triggers
24
Non-Modal Windows
nProperty
class = WINDOW nEach window should contain one logical entity nDo not attach scroll bars to windows attach to blocks nSize between 2x2 and 7.8w x 5.0h nSize only as large as necessary nNo text on top and bottom lines nBlank left and right edge character cell except for boundary lines nUnique title for each window in a form nDont use only singular/plural forms on window titles nDont change the word order on window titles nDont pad window titles with spaces
25
Canvases
26
Basics Ruler
Canvas Basics
nProperty
class = CANVAS, TAB_CANVAS or CANVAS_STACKED window contains one content canvas
nEach nTab
or stacked canvases may be placed in front of a content canvas tabs to avoid scrolling
nUtilize
27
Canvas Ruler
nRuler
Settings
nCharacter
cell height = .25 nCharacter cell width = .1 nTurn snap to grid on in the View drop down
28
Data Blocks
29
Basics Items ADA Items

Data Blocks Basics

nAll
blocks for a logical entity should be in one window nExceptions uInformation not perceived as attributes of the logical entity uFields not frequently needed nUse tabs or alternating regions to avoid horizontal scrolling nFor multi-record blocks always add a scroll bar and current record indicator
30
Data Blocks Basics

nBase
complex data blocks on views uNetwork traffic is minimized because foreign keys are denormalized on the server uPOST-QUERY code for non-database fields eliminated uPRE-QUERY code for non-database fields eliminated uAllows for multi-org and multi-language nBase simple blocks on tables nNavigation style u One block: Current Record u More blocks: Next Block
31
Data Block Items

nEnable
the calendar for every date field uUse ENABLE_LIST_LAMP LOV uCall calendar_show from KEY-LISTVAL trigger nControl valid dates nCheck boxes always have a default value nMaximum size of items = database column size nValidate items immediately when possible nLOVs uLOVs should only show valid rows uValidate from List = Yes for items with LOVs uBase LOVs on views to allow sharing uThe title in the first item of the LOV should match the prompt of the field calling the LOV
32
Data Block Items

nButtons
u
Place buttons in the block in which they appear to sit uProvide an access key uFor multi-row blocks, set Keyboard Navigable to No uFor single row blocks, set Keyboard Navigable to Yes uIn the WHEN-BUTTON-PRESSED trigger, set Fire in Enter Query mode to No
33
Data Block Items

Compliance with American Disabilities Act
actions must be executable using the keyboard uSpecify access keys for all non-navigable items using & in the label property for: *Buttons *Check boxes *Radio buttons *Tab pages uNavigation is left to right, top to bottom uCycle through all fields on multi-record blocks (eliminates need for scroll bar) nTimed functions are prohibited nThe user must be able to control color Use defined property classes
34
nAll
Data Block Items

nSufficient
information must be available to assisted technology (i.e. screen readers)
Examples of items to specifically address

Flexfield high/low ranges Abbreviated prompts
Non-unique prompts, Region titles
35
Data Block Items

nHow
is this accomplished? uEnter hint text for items uOptionally enter tool tip help are read in the following order: Hint Text Prompt Label Tool tip help
nPrompts
u u u u
36
Layout
37
Regions Tabs Items

Layout Items
nItems
u
Leftmost button in the window should be the default unless it is a help button uAllow 30% additional text space for language translation uSet alignment to start nTabbed regions uOne character space between fixed and alternating regions uPlace coordination check box outside the tabbed region nNavigation: Left to right, top to bottom
38
Layout Regions
Stacked Alignment Coordination Check Box Scroll Bar Current Record Indicator
Region Frame
39
Layout Tabs
Tab Pages
One Line
1 character cell
40
Additional Code
41
Use program units!

Additional Code program units

nDo
not base code on a translated field use the hidden value who fields and update them!
nUse nIf
more than one line of code is required, call a program unit, otherwise, code directly in the trigger
42
CUSTOM.pll
nUsed
to provide customizations to Oracle Application forms that are protected from patches and upgrades implementation of customizations in CUSTOM.pll only allow one developer at a time to make modifications limitations can be an issue for implementations with many customizations can be used with custom forms as long as they were developed per standards using TEMPLATE.fmb
nTraditional
nSize
nCUSTOM.pll
43
CUSTOM.pll
nMulti-Developer
Methodology
Create a .pll library for the form you want to customize

Package Spec
PACKAGE XXXXXAPXVDMVX IS Procedure event(event_name VARCHAR2); END;
Package Body
PACKAGE BODY XXXXXAPXVDMVX IS PROCEDURE event (event_name VARCHAR2) IS BEGIN IF event_name = WHEN-NEW-FORM-INSTANCE THEN SET_ITEM_PROPERTY(VENDOR_TYPE_DISP,REQUIRED,PROPERTY_TRUE); END IF; END event; END XXXXXAPXVDMVX;
44
CUSTOM.pll
nMulti-Developer
Methodology
Attach your .pll to CUSTOM.pll
Navigator view of CUSTOM.pll
45
CUSTOM.pll
nMulti-Developer
Methodology
Add the call to your new .pll to CUSTOM.pll

Package Body of CUSTOM.pll Form_name varchar2(30) := name_in(system.current_form); Begin If form_name = XXXXXAPXVDMVD THEN xxxxxapxvdmvd.event(event_name); Elsif form_name = XXXXXOEXOEORD THEN xxxxxoexoeord.event(event_name); end if; end event;
46
Other Sources of Information

nOracle
Applications User Interface Standards for Forms-Based Products Applications Developers Guide Applications System Administrators Guide Applications User Guide
nOracle nOracle nOracle
nMetaLink
47
Patches Client
nPatch nPatch
set 15 is most current set 13 absolute minimum!
48
Summary
nStart
with TEMPLATE.fmb apply property classes
nAlways nSet
trigger execution hierarchy correctly layout standards
nFollow nUse
program units to keep code modular it look good!
nMake
49
Thank you!
If you have any questions or comments please contact: Susan Behn sbehn@solutionbeacon.com
For free R11i Tools please visit our website at: www.solutionbeacon.com
50

Oracle Forms Development: Extending Applications The Right Way

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Oracle Forms Development

Extending Applications the Right way

NCOAUG Feb 28, 2005 Arlington Heights, IL Susan Behn www.solutionbeacon.com

2005 Solution Beacon, LLC. All Rights Reserved.

Follow Standards? Started Classes Standards

n Development n CUSTOM.pll n Additional n Summary

2005 Solution Beacon, LLC. All Rights Reserved.

Why Follow Standards?

development user interface

compatibility maintenance with American Disabilities Act

and Currency Translation

2005 Solution Beacon, LLC. All Rights Reserved.

environment is Applications Release

are familiar with Forms Builder 6i

2005 Solution Beacon, LLC. All Rights Reserved.

Getting Started TEMPLATE.fmb

2005 Solution Beacon, LLC. All Rights Reserved.

Getting Started TEMPLATE.fmb

2005 Solution Beacon, LLC. All Rights Reserved.

Getting Started APPSTAND.fmb

from $AU_TOP/forms/US nPlatform specific referenced objects nReferences other libraries

2005 Solution Beacon, LLC. All Rights Reserved.

2005 Solution Beacon, LLC. All Rights Reserved.

not override inherited property class attributes!

2005 Solution Beacon, LLC. All Rights Reserved.

Standards for Form Components

Core Application Specific

from $AU_TOP/resource n Set FORMS60_PATH on desktop to location of local libraries

VERT.pll uGLOBE.pll t JA.pll t JE.pll t JL.pll uCUSTOM.pll n FNDSQF.pll APPDAYPK.pll APPFLDR.pll

Libraries Application Specific

libraries attached to TEMPLATE.fmb n All libraries are available in $AU_TOP/resource

n IGILUTIL.pll n PSAC.pll n PSA.pll n PSB.pll

Libraries Application Specific

of application specific libraries are not all inclusive

*NEVER MODIFY ORACLE APPLICATIONS LIBRARIES OTHER THAN CUSTOM.pll*

Required Restricted Optional

2005 Solution Beacon, LLC. All Rights Reserved.

Optionally Modify at Form Level

2005 Solution Beacon, LLC. All Rights Reserved.

Dont Touch These Anywhere!

STANDARD_ATTACHMENTS ZOOM FOLDER_ACTION KEY-HELP KEY-EXIT KEY-EDIT KEY-COMMIT WHEN-WINDOW-CLOSED CLOSE_WINDOW

2005 Solution Beacon, LLC. All Rights Reserved.

Optional Block or Item Level Triggers

2005 Solution Beacon, LLC. All Rights Reserved.

Triggers Execution Hierarchy

Hierarchy Default is OVERRIDE

NEW triggers set to BEFORE

2005 Solution Beacon, LLC. All Rights Reserved.

2005 Solution Beacon, LLC. All Rights Reserved.

class = CANVAS, TAB_CANVAS or CANVAS_STACKED window contains one content canvas

2005 Solution Beacon, LLC. All Rights Reserved.

Basics Items ADA Items

Data Blocks Basics

2005 Solution Beacon, LLC. All Rights Reserved.

Data Blocks Basics

Data Block Items

Data Block Items

2005 Solution Beacon, LLC. All Rights Reserved.

Data Block Items

Data Block Items

information must be available to assisted technology (i.e. screen readers)

Examples of items to specifically address

NEVER MODIFY ORACLE APPLICATIONS LIBRARIES OTHER THAN CUSTOM.pll