Friday, 25 July 2014

How to use folder forms in Oracle

In oracle Applications' GUI includes unique features to enhance the productivity of Oracle's application users. Folder is one the features, that enhance the feature for high productivity.
What is Folder..
As per documentation is say .."A folder is a special kind of window that allows users to customize the set of fields and records displayed for a particular business entity without programming. Using the folder customization menu or tool palette, users can specify the records and the fields they wish to see, as well as field sequence, field prompts, and field display widths. Users can customize folders at any time, saving them for personal use or sharing them with others."
The most common use of folder technology is in the gateway to a key applications entity. Users can customize the folder window to display the set of fields and records that are most relevant to the business at hand. From the folder window, users can perform an action involving one or more of the returned records. Or, they can select a single record, open a detail window that shows all the fields for that record, and perform an action involving that record.
Here are the 9 steps to enable folders in custom forms.
These Changes will make sure that folder can be saved and its query criteria are also saved.
1. Pick up Template.fmb from your $AU_TOP/resource directory on server where forms are residing.
2. Check out all the libraries get loaded successfully along with the Template.
3. Check for APPDAYPK.pll loaded fine, else copy it from APPSTAND.fmb
4. Attach APPFLDR library/pll
APPFLDR can be found in $AU_TOP/Resource directory on server where forms are residing.
5. Copy the STANDARD_FOLDER Object Group
STANDARD_FOLDER Object group can be referenced from APPSTAND form which resides in $AU_TOP/Resource. This will also copies the dependent objects required for object group.
This will copy Folder Related Blocks,Canvases and other necessary objects.
6. Let us say we have One Main block, Not concerned with Control BlocksMain Block:
where BLOCKNAME is the name of the block containing columns to be displayed. Data Type should be Number and Put default Value of 2.
You need two canvas- one content and one stacked. Let us name content canvas as XXPH_RCPT_HIS_CONTENT and stacked canvas as XXPH_RCPT_HIS_STACKED. Both the canvas have same window.
Create One Window. Name it XXPH_RCPT_HIS_WIN with view name as XXPH_RCPT_HIS_WIN
Blocks Main Block:
XXPH_RCPT_HIS contains database columns. Items should be on Stacked canvas (XXPH_RCPT_HIS_STACKED).
7. Create following eight triggers:
KEY-PREV-ITEM if (:parameter.XXPH_rcpt_his_record_count = 1) then
end if;
KEY-NEXT-ITEM if (:parameter.xxph_rcpt_his_record_count = 1) then
end if;
PRE-BLOCK app_folder.event('PRE-BLOCK');
POST-BLOCK app_folder.event('POST-BLOCK');
KEY-EXEQRY app_folder.event('KEY-EXEQRY');
POST-QUERY app_folder.event('POST-QUERY');
8. PROMPT Block:
Create new block XXPH_RCPT_HIS_PROMPT: which will contain prompts for the column displayed in upper block.
Make subclass information as DYNAMIC_PROMPT.
This block should contain:
Items which will be Prompts for above block columns (Item name should be same as Column name in above block). Prompt Items should be on Stacked canvas (XXPH_RCPT_HIS_STACKED).
Create new Items specified below:
Item Name: FOLDER_OPEN, Item Type: Button, Canvas: XXPH_RCPT_HIS_CONTENT,Subclass:Dynamic_Title
Item Name: FOLDER_DUMMY, Item Type: Text Item , Canvas: TOOLBAR ,Subclass:Folder_Dummy
Item Name: FOLDER_TITLE, Item Type: Display Item, Canvas: XXPH_RCPT_HIS_CONTENT,Subclass:Dynamic_Title
Item Name: ORDER_BY1, Item Type: Button, Canvas: XXPH_RCPT_HIS_STACKED
Item Name: ORDER_BY2, Item Type: Button, Canvas: XXPH_RCPT_HIS_STACKED
Item Name: ORDER_BY3, Item Type: Button, Canvas: XXPH_RCPT_HIS_STACKED
Item Name:Folder_Switcher, Item Type:Text,Canvas: XXPH_RCPT_HIS_CONTENT,Subclass:SWITCHER
Check out your Both Canvases for setting these new buttons,prompts.
9. Form Level Triggers
-- Remove the message and uncomment the line after it to activate the folder actions
-- message('You must modify the FOLDER_ACTION trigger in your form!');
app_folder.define_folder_block(' XXPORCHUK ', -- 'Object Name'
' XXPH_RCPT_HIS ', -- 'folder_block',
' XXPH_RCPT_HIS_PROMPT ', -- 'prompt_block',
'XXPH_RCPT_HIS_STACKED', --'stacked_canvas',
'XXPH_RCPT_HIS_WIN', --'window',
NULL); --'disabled functions');

Oracle has provided Folder forms for ease of use. Oracle users can use folders to set the look and feel as per their need and comfort. They can also set folders to query data based on certain criteria.
We shall use the Payables Invoice form to demonstrate how to use folder forms.
Open payables Invoice form.
Note that the menu has the item Folder, , and this icon, . Clicking on the icon opens the Folder Tools window. It looks like the following,
Clicking on Folder item on the menu brings up the items as shown below,
Both options have the same functionalities. The only difference is the former option is GUI based whereas the latter is non GUI based.
Let us review the fields on the form.
The top left icon, , denotes the folder icon. Clicking on this button pulls up the available folders for this form.
We can select any available folder. The folder AP Invoice Entry is set as the default folder for this responsibility and so this folder opened on clicking on the form.
Let us now change some field positions.
We shall move the field, Date invoice Received, to the right of Invoice Amount. You can drag and drop the field or you can use the Folder Tools window or Folder menu item. On rearranging the fields it looks like this,
Now we shall query for some Invoices. Query criteria are the following,
Type = Standard
Invoice Date > 01-jan-2012
Supplier Name like A%
Enter the criteria after hitting F11.
Click on Ctrl+F11 to execute the query.
Now the records are queried. Click on Folder > View Query
The search criteria are saved internally by Oracle. If we create a new folder then the look and the search criteria will be saved as attributes of the folder.
To create a new folder you can click on this icon, , on Folder Tools window or Folder > Save as item on the Folder menu.
We need to give the folder a new name. Let us name it as XX AP Invoice query folder.
  • Select the option, Ask each time, as we want Oracle to ask the user whether he/she wants the folder to open and query for the records automatically.
  • Check the box, Include Query, so that the same query criteria is saved on the folder.
  • Select, Open as Default, to make the folder the default folder.
  • Select, Public, so that all users who have access to this form will have access to this folder as well.
Click on Show Query button to review the query that will be saved.
Review the query and then click on OK button to go back to the previous form. Click on OK on that form.
Click on OK again.
Now this folder becomes your default folder. Close the Invoice form.
Open the Invoice form.
The invoice form opens and asks the user whether Oracle should query for the records based on the folder query. We shall select “No” so that Oracle does not query for the records.
Now we want to query for Invoices whose Supplier names start with B. In query mode we enter,
Then we shall execute the query. No rows are returned as one of the search criteria of the folder query is that the supplier names must start with A.
We can still query for the supplier names starting with B. First we need to remove the query on the form. Click on F4 to leave Enter Query mode. Now click on Folder > Reset Query.
A popup message is displayed. Click on OK button. Now click on F11 to go into query mode and enter the search criterion as we had done earlier.
Execute the query by clicking on Ctrl+F11.
Now the folder returns Invoices with the search criterion.
In this article we discussed how to use Folder functionality. In another article we shall discuss how folders can be administered.


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