June 19, 2007 -...

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Oracle Applications 11.5.10 Development Tools Getting started with XML Publisher and Forms Customizations

Dave Stuessi, Fujitsu Consulting

June 19, 2007

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Agenda

n XML Publisher n  Description n  Benefits & Limitations n  Demonstration

n Forms Personalization's n  Description n  Benefits & Limitations n  Demonstration

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XML Publisher

n  Overview Oracle XML Publisher allows users to

create a Microsoft Word template for a customized layout of an existing Oracle Report (seeded in Oracle E-Business Suite). The seeded report can be modified to output XML rather than the Oracle Report, which the Word Template can use to populate as data.

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XML Publisher

n Benefits n  Users can modify custom report layout in

Microsoft Word n  Based on seeded Oracle Reports definition and

output n  Easily change formatting, text, font, add

images, etc n  Developer is freed up for further development

rather than report formatting

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XML Publisher

n Limitations n  Tightly tied to Oracle Reports

n Adding field to Report Definition required

n Grouping/Summing dependent on Report definition and output (or html coding)

n  Import definition w/Reports 9i only (not in 11.5.10)

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XML Publisher

n Demonstration n  Create XML File from report n  Create Data Defintion n  Download & install word tool bar n  Create template in word using XML as data

source n  Upload template n  Preview report in word (as .pdf) n  Execute in Apps (two-step) n  Next steps

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XML Publisher Demonstration

n Generate XML from Oracle Reports: n Copy Concurrent Request, changing output to XML

Change in copy of concurrent request

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XML Publisher Demonstration

n  Execute new concurrent request, view Output: n  Save output locally as pick_slip.xml

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XML Publisher Demonstration

n Create Data Definition n  Responsibility: XML Publisher Administrator n  Navigation: Data Definition > Create

XML output here! (pick_slip.xml)

Short Name (MUST Match concurrent Request short Name!)

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XML Publisher Demonstration

n Per Note:422508.1 (May 22, 2007) n Install Patch 5887917 Oracle XML Publisher Desktop 5.6.3 n Result is this tool bar:

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XML Publisher Demonstration

n Load XML Data into Word n Click Data > Load XML n Click Insert Fields and Table via this field selection window:

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XML Publisher Demonstration

n Template looks like Mail Merge:

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XML Publisher Demonstration

n Once tables and fields are selected, save as .rtf to become the Template n Preview the report in Word prior to Apps:

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XML Publisher Demonstration n Upload the Template similar to Data Definition n Responsibility: XML Publisher Administrator n Navigation: Templates > Create Template n Preview output from Apps

Pick_slip.rtf

Data Definition previously defined and uploaded

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XML Publisher Demonstration

n Execution processes n  1 Step vs. 2 Step (1 step requires patch 3435480) n  Execute concurrent report concurrent request (Step 1) n  Add XML Report Publisher to Request Group

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XML Publisher Demonstration

n Execute XML Report Publisher concurrent request (Step 2) n  choose the request_id from step 1. n  View Output opens the report in .pdf format.

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XML Publisher Demonstration

n View pdf output (logo added):

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XML Publisher

n Next Steps n Questions

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Forms Personalization

n Overview n  Provide a configurable tool to customization the

Oracle Forms Application n  Response to custom.pll

n Try personalization before resorting to Custom.pll n Check Note ID: 279034.1 for further information

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Forms Personalization

n Benefits over custom.pll n  Configuration vs. coding n  Multiple users in Personalization vs.

single developer with custom.pll n  Compiles immediately (no downtime)

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Forms Personalization

n  Limitations compared to custom.pll (from metalink note):

n  You cannot create new items n  You cannot move items between canvases n  You cannot display an item which is not on a

canvas (thus, individual flexfield segments cannot be displayed)

n  You cannot set certain properties such as the Datatype of an Item.

n  You cannot change frames, graphics, or boilerplate

n  You cannot hide the item that currently has focus

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Forms Personalizations

n Form Personalizations respond to these events: n  WHEN-NEW-FORM-INSTANCE n  WHEN-NEW-BLOCK-INSTANCE n  WHEN-NEW-RECORD-INSTANCE n  WHEN-NEW-ITEM-INSTANCE. n  WHEN-VALIDATE-RECORD

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Forms Personalization Demonstration

n To Open Form Personalizations n Help > Diagnostics > Custom Code > Personalize (or Off!)

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Forms Personalization Demonstration

n Condition: Set First_Name to required n Option to choose just a person (myself for testing) n Can easily enable or disable each personalization

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Forms Personalization Demonstration

n Action: Set First_Name to required

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Forms Personalization Demonstration

n First Name now required:

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Forms Personalization Demonstration

n Condition: Field is populated n Validation test for last_name (testing validations)

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Forms Personalization Demonstration

n Action 1: Add custom Form title

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Forms Personalization Demonstration

n Action 2: Add message Box n One condition can have multiple Actions

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Forms Personalization Demonstration

n Custom Form Title and Message Box

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Forms Personalization Demonstration

n Easily configure many aspects of Form Applications without the complexities of custom.pll