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    New window creation tutorial

    10thmay 2006

    Revision 0.91

    Visit us at www.openbravo.com

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    Table of Contents

    I. Introduction........................................................................................................................ 3

    II. Create new tables in the racle database....................................................................... !

    III. Re"ister the new tables in the penbravo #R$ dictionary.............................................. %

    IV. Creatin" a new &indow.................................................................................................. '

    V. (in)in" a new window to the penbravo menu............................................................. 11

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    I.Introduction

    I. Introduction

    penbravo is a pure web+based e/tended #R$ or ,#s mall and ,idsie#nterprises4. 5he e/tended #R$ solution includes basic CR, CustomerRelationship ,ana"ement4 and I usiness Intelli"ence4 and a broad ran"e ostandard unctionalities such as purchasin"- warehousin"- pro7ects- manuacturin"and sales mana"ement- inancial mana"ement and much more. penbravo is inproduction in companies spannin" several industries- includin" distribution-services and manuacturin".

    5he aim o this tutorial is to show how to create a new application window inpenbravo #R$. 8s an e/ample- we use a new window that allows us to introduceinormation about documents.

    5his tutorial assumes that you already have installed and runnin" penbravo#R$.

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    II. Create new tables in the Oracle database

    irst you have to create the new tables in the database en"ine that penbravo usesas bac)end currently only racle is supported4. :ou can use racle ;(username?- 58= as a >password? and RC( as a host name. :ou "et now ;(prompt that allows you to introduce ;( statements directly.

    or this e/ample- we type the ollowin" ;( statement to create the documentstable that we use in this tutorial@

    CREATETABLEDOCUMENTS

    (

    DOCUMENTS_ID NUMBER(10) NOTNULL,

    AD_CLIENT_ID NUMBER(10) NOTNULL,

    AD_ORG_ID NUMBER(10) NOTNULL,

    ISACTIVE CHAR(1BYTE) DEFAULT'Y' NOTNULL,

    CREATED DATEDEFAULTSYSDATE NOTNULL,

    CREATEDBY NUMBER(10) NOTNULL,

    UPDATED DATEDEFAULTSYSDATE NOTNULL,

    UPDATEDBY NUMBER(10) NOTNULL,

    NAME NVARCHAR2(60) NOTNULL,

    LASTEDITED DATE NOTNULL,

    DOCSIZE NUMBER(15) NOTNULL

    );

    nce e/ecuted- a new table called >=ocuments? is created in racle.

    &hen deinin" your own tables- it is always necessary to consider that@

    :ou always need to deine the 8=*Client*I=- 8=*r"*I=- Is8ctive-Created- Createdy- Apdated and Apdatedy ields as shown in thesample. 5his ields are used internally by penravo #R$.

    5he primary )ey o the table is not shown in the application at any moment-thereore althou"h in the e/ample >B8,#? and >(85#=I5#=? ields couldorm a ma7or )ey- we use an e/tra ield that is an uniue identiier- is thiscase =CA,#B5*I=. It is recommended to name the primary )ey ieldusin" the name o the table plus the *I= sui/.

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    III. Register the new tables in the Openbravo ERP

    dictionaryBow you have to re"ister the newly created database tables in the penbravo#R$ dictionary. 5o achieve this- irst lo" into penbravo usin" an account withaccess to the ystem 8dministration role. Bow- "o to the >5able and Column?

    option in the >8pplication directory? menu. elect the >Bew Record? icon 4 rom

    the toolbar. 5he ollowin" orm is displayed@

    Dere there is a description o the main ields o this orm@

    Name. =eines the name which penbravo uses to name the deineddatabase table into the 8pplication =ictionary.

    escription. Eives a small description to the table dictionary.

    !elp"Comments@ =eines the te/t that is displayed in the help &indow.

    # Table name@ =eines the database table name that we have previouslycreated in the database en"ine.

    Entity type. 5he type o entity. or our own tables- we should use >user

    maintained?.

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    In our e/ample- the name ield is >=ocuments?- the = table name is>=CA,#B5? also- and the entity type is set to >user maintained?.

    nce you have illed up all the details you should store the new table deinitionusin" the save icon 4 rom the toolbar. Bow- press the button >Create columns

    rom =? to create the entries needed to deine the entries in the columns. &henthe creation process is inished- you will be inormed o the number o columnsthat have been added into the application dictionary.

    In the >column? tab o this orm you can see all the columns deined or the tablethat we are introducin" and customie the properties or each column.

    I you want to see a list o all the created columns you can clic) the Relation icon 4.

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    I$. Creating a new %indow

    In order to create a new window you irst should lo" into penbravo usin" anaccount with access to the ystem 8dministration role. Eo to the >&indow- 5abield? option under the >ystem 8dmin? menu and select the >Bew Record? icon

    4 rom the toolbar. 5he ollowin" orm is displayed@

    Dere there is a description o the main ields o the window orm deinition@

    Name. =eines the name which penbravo uses to name this window.

    escription. Eives a small description to the window.

    !elp"Comments@ =eines the te/t that is displayed in the help &indow.

    In our e/ample- the name ield is >Aser documents?.

    nce you have illed up all the details you should store the new window deinition

    usin" the save icon 4 rom the toolbar.

    Bow- you can select the >5ab? option- and you "et the ollowin" orm@

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    :ou can customie the created ields usin" the ield tab. nce- you select the ieldto customie the ollowin" orm will be displayed@

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    Dere there is a description o the main ields o the columns orm deinition@

    Name. =eines the name which penbravo uses to name this ield.

    escription. Eives a small description to the ield.

    !elp"Comments@ =eines the te/t that is displayed in the help &indow.

    Table. #stablishes a relation between this tab and the database table.

    inally- to end the process we have to associate the window that we have created

    to the table deinition that we previously did. &e have to "o to the >5able andcolumn? option under the >ystem 8dmin? menu and select the 5able tab. #dit the>=ocuments? table and associate the window >document? to this table deinition- asseen in the ollowin" screen capture.

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    $. &in'ing a new window to the Openbravo menu

    In order to lin) a new window to the penbravo menu you irst should lo" intopenbravo usin" an account with access to the ystem 8dministration role. Eo tothe >ystem Rules? option under the >Eeneral Rules? menu and select the option

    >,enu?. Bow- select the >Bew Record? icon 4 rom the toolbar. :ou "et the

    ollowin" orm@

    Dere there is a description o the main ields o the ,enu orm deinition@ Name. =eines the name which penbravo uses to name this menu.

    escription. Eives a small description to the menu.

    (ction. Indicates the action that this menu should e/ecute when selected.

    %indow")orm"Process"Tas'"Report"%or'#ench"%or'flow. Indicatesthe name o the resource associated to the action.

    In our e/ample- the name ield is >=ocuments?- the action is >&indow? and the>&indow? ield is >Aser documents?.

    nce you have illed up all the details you should store the new menu deinition

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    usin" the save icon 4 rom the toolbar. Bow- you have to assi"n the new menu

    entry to the current menu hierarchy. Ase the tree icon 4 rom the toolbar. 5he

    ollowin" orm is displayed.

    Bow- you have to clic) on the menu entry to which you want to associate thenewly created menu entry- while the button on the top is selected. Chec) the lowerradio button and clic) on the recently created window icon. inally chec) the >Ischild? chec) bo/ and clic) on the >8ssi"n? button.

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    G penbravo .(. 2006

    5his wor) is licensed under the Creative Commons 8ttribution+hare8li)e 2.% pain (icense. 5oview a copy o this license- visit [email protected]"licensesby+sa2.%esor send a letterto Creative Commons- %%9 Bathan 8bbott &ay- tanord- Caliornia 9!30%- A8.

    8s attribution to the ori"inal author- any redistribution o this wor) or any derivative wor) mustmaintain this copyri"ht notice and- visibly on all its pa"es- the penbravo lo"o.

    5he most updated copy o this wor) may be obtained at [email protected]

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    http://creativecommons.org/licenses/by-sa/2.5/es/http://www.openbravo.com/docs/http://www.openbravo.com/docs/http://creativecommons.org/licenses/by-sa/2.5/es/