Monday, January 30, 2017

Oracle APPS Forms:Zoom functionality

We will need to define three Rules for each of the forms used to achieve this. Each Rules will have their own set of Conditions and Actions.

The Rules definition logic will be as follows:

For the PO form




  • Create Menu Item



  • Check for NULL value



  • Open the Supplier form

    For the Supplier form





  • Set initial value of Global Variable




  • Go to Block VNDR and enter Query mode



  • Execute query and set value of Global Variable back to NULL

    How to create a Zoom from PO form to Supplier form






  • Navigate to the Purchase Orders window using the Purchasing SuperUser responsibility.






  • Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code > Personalize.






  • Rule Seq: 10






  • Description: Create Menu Item






  • Trigger Event: WHEN-NEW-FORM-INSTANCE






  • Context: User and set the value to your user name (don't forget to do this for every Rule you define)






  • Select the Actions tab






  • Actions Seq: 10






  • Type: Menu






  • Menu Entry: SPECIAL31






  • Menu Label: Zoom to Supplier Form
    ----------------------------------------------






  • Rule Seq: 20






  • Description: Check for Null






  • Trigger Event: SPECIAL31






  • Condition: :PO_HEADERS.VENDOR_NAME IS NULL






  • Context: User and set the value to your user name






  • Actions Seq: 10






  • Type: Message






  • Message Type: Error






  • Message Text: Supplier Name cannot be Null. Please enter or query a value.
    ----------------------------------------------






  • Rule Seq: 30






  • Description: Open the Supplier Form






  • Trigger Event: SPECIAL31






  • Context: User and set the value to your user name






  • Actions Seq: 10






  • Type: Property






  • Object Type: Global Variable






  • Target Object: XX_VENDOR (or name it wathever you want)






  • Property Name: VALUE






  • Value: =:PO_HEADERS.VENDOR_ID (using Object's identifier ID's as the Global Variable's value makes for a more robust custom)






  • Actions Seq: 20






  • Type: Builtin






  • Builtin Type: Launch a Function






  • Function Code: AP_APXVDMVD






  • Function Name: Suppliers






  • Save your work and exit all the forms.

    At this point, you should test what you have done so far. From the Navigator, reopen the Purchase Orders form. From the menu bar, select Actions > Zoom to Supplier form (the menu item you defined earlier). Because you do not yet have a Supplier entered on your new PO and you're trying to Zoom to the Supplier form, you should see the error message that you defined in the Rule Seq 20. If this works, then continue with following:






  • Navigate to the Suppliers window using the Purchasing SuperUser responsibility.






  • Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code > Personalize.






  • Rule Seq: 10






  • Description: Set initial value of Global Variable






  • Trigger Event: WHEN-NEW-FORM-INSTANCE






  • Context: User and set the value to your user name






  • Select the Actions tab






  • Actions Seq: 10






  • Type: Property






  • Object Type: Global Variable






  • Target Object: XX_VENDOR (The Global Variable you defined earlier)






  • Property Name: INITIAL VALUE






  • Value: =NULL
    ----------------------------------------------






  • Rule Seq: 20






  • Description: Go to Block VNDR and enter Query mode






  • Trigger Event: WHEN-NEW-FORM-INSTANCE






  • Condition: :GLOBAL.XX_VENDOR IS NOT NULL






  • Context: User and set the value to your user name






  • Actions Seq: 10






  • Type: Builtin






  • Builtin Type: GO_BLOCK






  • Argument: VNDR






  • Actions Seq: 20






  • Type: Builtin






  • Builtin Type: DO_KEY






  • Argument: ENTER_QUERY
    ----------------------------------------------






  • Rule Seq: 30






  • Description: Execute query, go to Block SITE and reset Global Variable value to NULL






  • Trigger Event: WHEN-NEW-RECORD-INSTANCE






  • Trigger Object: VNDR






  • Condition: :GLOBAL.XX_VENDOR IS NOT NULL






  • Processing Mode: Both






  • Context: User and set the value to your user name






  • Actions Seq: 10






  • Type: Property






  • Object Type: Item






  • Target Object: VNDR.VENDOR_ID






  • Property Name: VALUE






  • Value: =:GLOBAL.XX_VENDOR






  • Actions Seq: 20






  • Type: Builtin






  • Builtin Type: DO_KEY






  • Argument: EXECUTE_QUERY






  • Actions Seq: 30






  • Type: Property






  • Object Type: Global Variable






  • Target Object: XX_VENDOR






  • Property Name: VALUE






  • Value: =NULL

    Now go ahead and test your custom. Open the Purchase Orders form and start defining a new standard PO, enter a supplier in the Supplier field (in my example, I used "ABC Corp"). Click on (M) Actions > Zoom to Supplier Form

    Oracle Form Personalization (PO Form 1)

    Bingo!, you are automatically taken to the Supplier form for "ABC Corp".

    Oracle Form Personalization (Supplier Form 1)

    Once again, this is another example of how flexible Oracle Form Personalization is and don't forget how much time I have saved. It took me about 20 minutes to do this, including defining and testing. In the past, I would have had to send functional specs over to the Technical analyst and it would have taken a couple of days to have this done thru the Custom Library. 

    Try it, it's easy.
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