oracle defining flexfields
DESCRIPTION
oracle flexifields 11iTRANSCRIPT
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R11i Defining FlexfieldsStudent Guide
14466GC11
Production 1.1
September 2000
M012924
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Copyright Oracle Corporation, 2000. All rights reserved.
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Authors
Clara Jaeckel, Richard Sears
Technical Contributors and Reviewers
Nic Atkin, Phil Cannon, Millie Wang
This book was published using:
Oracle Tutor
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Copyright Oracle Corporation, 2000. All rights reserved.
R11i Defining Flexfields Table of Contentsi
Table of Contents
Overview of Flexfields ...........................................................................................................1-1Overview of Flexfields ........................................................................................................1-2Objectives ............................................................................................................................1-3Overview .............................................................................................................................1-4Customizing Oracle Applications ........................................................................................1-5Flexfield Structures and Flexfield Segments .......................................................................1-6Segment Prompts and Value Descriptions...........................................................................1-7Validating Input Using Value Sets ......................................................................................1-8Practice 1-1 ..........................................................................................................................1-9Key and Descriptive Flexfields............................................................................................1-12Key Flexfields......................................................................................................................1-13Intelligent Keys....................................................................................................................1-14Key Flexfield Example: Accounting Flexfield ....................................................................1-16Key Flexfield Example: Asset Category Flexfield ..............................................................1-17Oracle Applications Key Flexfields.....................................................................................1-18Descriptive Flexfields ..........................................................................................................1-19Using Reference Fields........................................................................................................1-20Using Different Contexts: Asset Category Flexfield ...........................................................1-21Oracle Applications Descriptive Flexfields (Partial) ..........................................................1-22SRS and Flexfields ..............................................................................................................1-23Benefits of Flexfields...........................................................................................................1-24Storing Flexfield Data Internally .........................................................................................1-25Practice 1-2 ..........................................................................................................................1-26Implementing a Flexfield Steps ..........................................................................................1-28Overview of Flexfields Summary........................................................................................1-29
Using Value Sets.....................................................................................................................2-1Using Value Sets..................................................................................................................2-2Objectives ............................................................................................................................2-3Overview .............................................................................................................................2-4Validating Input Using Value Sets ......................................................................................2-5Planning a Value Set............................................................................................................2-6Types of Value Sets .............................................................................................................2-7Validation Type None..........................................................................................................2-9Independent Value Sets .......................................................................................................2-10Dependent Value Sets..........................................................................................................2-11Table-Validated Value Sets .................................................................................................2-12Specialized Validation Types ..............................................................................................2-13Translatable Independent Value Sets...................................................................................2-14Translatable Dependent Value Sets .....................................................................................2-15Validation Types: Summary ................................................................................................2-16Practice 2-1 ..........................................................................................................................2-17Planning Value Sets.............................................................................................................2-19Value Set Attributes.............................................................................................................2-20Planning Format Validation.................................................................................................2-21Format Types and Options...................................................................................................2-22Char and Number Format Editing........................................................................................2-23Time, Standard Date, and Standard DateTime Format Editing ...........................................2-24Format Interaction ...............................................................................................................2-25Formatting Requirements for Translatable Value Sets ........................................................2-26Practice 2-2 ..........................................................................................................................2-27Planning Validation Strategy ...............................................................................................2-28
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R11i Defining Flexfields Table of Contentsii
Planning Value Sets and Their Values.................................................................................2-30Planning Dependent Value Sets...........................................................................................2-31Defining Value Sets.............................................................................................................2-32Predefined Value Sets..........................................................................................................2-33Using Existing Value Sets ...................................................................................................2-34Value Set Usage by Key Flexfields .....................................................................................2-35Value Set Usage by Descriptive Flexfields..........................................................................2-36Defining a New Value Set ...................................................................................................2-38Defining a Dependent or Translatable Dependent Value Set ..............................................2-39Selecting a Value Set for Value Definition..........................................................................2-40Defining Values for a Dependent or Translatable Dependent Value Set.............................2-41Defining Values for a Value Set ..........................................................................................2-42Modifying Value Definitions...............................................................................................2-43Value Hierarchies ................................................................................................................2-44Defining Value Hierarchies and Qualifiers..........................................................................2-46Summary..............................................................................................................................2-47
Defining Key Flexfields .........................................................................................................3-1Defining Key Flexfields.......................................................................................................3-2Objectives ............................................................................................................................3-3Overview .............................................................................................................................3-4Intelligent Keys....................................................................................................................3-5Key Flexfields Dual Purpose..............................................................................................3-6Oracle Applications Key Flexfields.....................................................................................3-7Implementing Key Flexfields ..............................................................................................3-8Key Flexfield Structures ......................................................................................................3-9Code Combinations .............................................................................................................3-10Storing Code Combinations.................................................................................................3-11Key Flexfield Application Tables........................................................................................3-12Key Flexfield Qualifiers ......................................................................................................3-14Types of Qualifiers ..............................................................................................................3-15Flexfield Qualifiers..............................................................................................................3-16Oracle Applications Key Flexfields Using Qualifiers ........................................................3-17Segment Qualifiers ..............................................................................................................3-18Other Key Flexfield Options................................................................................................3-19Allowing Dynamic Insertion ...............................................................................................3-20Cross-Validating Values ......................................................................................................3-21Using Value Set Security.....................................................................................................3-22Using Shorthand Aliases......................................................................................................3-23Planning Decisions ..............................................................................................................3-24Designing the Key Flexfield Layout....................................................................................3-26Designing Segments ............................................................................................................3-27Specifying Default Values ...................................................................................................3-28Planning Key Flexfield Values ............................................................................................3-30Definition Procedure............................................................................................................3-31Defining Value Sets.............................................................................................................3-32Accessing the Key Flexfield Definition...............................................................................3-33Specifying Flexfield Behavior .............................................................................................3-34Defining Segment Attributes ...............................................................................................3-35Defining Validation and Size Attributes..............................................................................3-36Defining Flexfield Qualifiers...............................................................................................3-37Freezing and Compiling the Definition ...............................................................................3-38Defining Value Set Values ..................................................................................................3-39Defining Segment Qualifiers ...............................................................................................3-40Defining Value Hierarchies .................................................................................................3-41Account Generator...............................................................................................................3-42Practice 3-1 ..........................................................................................................................3-43
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R11i Defining Flexfields Table of Contentsiii
Practice 3-2 ..........................................................................................................................3-54Defining Key Flexfields Summary .....................................................................................3-62
Using Additional Flexfield Options ......................................................................................4-1Using Additional Flexfield Options.....................................................................................4-2Objectives ............................................................................................................................4-3Overview .............................................................................................................................4-6Cross-Validating Values ......................................................................................................4-7Cross-Validation Rule Syntax .............................................................................................4-8Data Type Specifications and Cross-Validation Rules ........................................................4-9Preparing for Cross-Validation............................................................................................4-10Defining Cross-Validation Rules.........................................................................................4-11Cross-Validation Reports.....................................................................................................4-12Comparing Cross-Validation and Security Rules ................................................................4-13Practice 4-1 ..........................................................................................................................4-14Using Shorthand Aliases......................................................................................................4-16Using Full and Partial Aliases .............................................................................................4-17Typical Key Flexfields Using Aliases .................................................................................4-18Defining an Alias.................................................................................................................4-19Defining an Alias Template .................................................................................................4-20Recompiling the Flexfield Definition ..................................................................................4-21Flexfields: Shorthand Entry Profile Option .........................................................................4-22Flexfields: Show Full Value Profile Option ........................................................................4-23Modifying Existing Alias Definitions..................................................................................4-24Practice 4-2 ..........................................................................................................................4-25Securing Value Set Access ..................................................................................................4-27Security and Value Sets .......................................................................................................4-28Constructing Security Rules ................................................................................................4-29Specifying Acceptable Values .............................................................................................4-30Using Multiple Clauses........................................................................................................4-31Rules with Overlapping Values ...........................................................................................4-32Rules Without Overlapping Values .....................................................................................4-33Implementing Flexfield Security .........................................................................................4-34Enabling Security for a Value Set........................................................................................4-35Enabling Security for a Segment .........................................................................................4-36Enabling Security for a Program Parameter ........................................................................4-38Defining Security Rules.......................................................................................................4-39Assigning Security Rules.....................................................................................................4-40Practice 4-3 ..........................................................................................................................4-42Summary..............................................................................................................................4-45
Defining Descriptive Flexfields .............................................................................................5-1Defining Descriptive Flexfields...........................................................................................5-2Objectives ............................................................................................................................5-3Overview .............................................................................................................................5-4Planning a Descriptive Flexfield..........................................................................................5-5Using Descriptive Flexfields ...............................................................................................5-7Typical Descriptive Flexfield Information ..........................................................................5-8Some Oracle Applications Descriptive Flexfields ...............................................................5-9Identifying a Descriptive Flexfield ......................................................................................5-10Determining the Descriptive Flexfield Name ......................................................................5-11Determining Available Resources .......................................................................................5-13Planning Questions ..............................................................................................................5-14Identifying Your Information ..............................................................................................5-15Grouping Information By Usage .........................................................................................5-16Isolate Common Information...............................................................................................5-17Determine Different Contexts..............................................................................................5-18
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R11i Defining Flexfields Table of Contentsiv
Descriptive Flexfield Components ......................................................................................5-19Global Segments..................................................................................................................5-20Context-Sensitive Segments ................................................................................................5-21Distinguishing Between Contexts........................................................................................5-22Reference and Context Fields ..............................................................................................5-23Using Reference Fields........................................................................................................5-24Identifying Referenceable Columns ....................................................................................5-25Using Context Fields ...........................................................................................................5-26Planning Flexfields: Global Segments Only........................................................................5-27Planning Flexfields: Context Segments Only .....................................................................5-28Planning Flexfields: Global and Context Fields ..................................................................5-29Specifying the Flexfield Attributes......................................................................................5-30Specifying the Context Field Information ...........................................................................5-31Specifying the Segment Attributes ......................................................................................5-32Storing Descriptive Flexfield Segments ..............................................................................5-33Descriptive Flexfield Application Tables ............................................................................5-34Specifying the Segment Detail Attributes............................................................................5-35Specifying Default Values ...................................................................................................5-38Defining a Descriptive Flexfield..........................................................................................5-40Defining Value Sets.............................................................................................................5-41Locating the Flexfield Definition.........................................................................................5-42Defining the Flexfield Header Attributes.............................................................................5-43Defining Segment Attributes ...............................................................................................5-44Specifying Validation and Field Sizes.................................................................................5-45Freezing and Compiling the Definition ...............................................................................5-46Defining Context Field Information ....................................................................................5-47Defining Context-Sensitive Segments .................................................................................5-48Defining Values for a Value Set ..........................................................................................5-49Practice 5-1 ..........................................................................................................................5-50Practice 5-2 ..........................................................................................................................5-58Practice 5-3 ..........................................................................................................................5-63Practice 5-4 ..........................................................................................................................5-70Summary..............................................................................................................................5-77
Using Advanced Validation Capabilities .............................................................................6-1Using Advanced Validation Capabilities.............................................................................6-2Objectives ............................................................................................................................6-3Overview .............................................................................................................................6-4Advanced Validation Options..............................................................................................6-5Table-Validated Value Sets .................................................................................................6-6Defining a Table-Validated Value Set .................................................................................6-7Restricting Values Retrieved from a Table..........................................................................6-8Limitations on Using SQL WHERE Clauses ......................................................................6-9Using Multiple Tables for Validation ..................................................................................6-10Practice 6-1 ..........................................................................................................................6-11Other Advanced Validation Options....................................................................................6-14Using $PROFILES$ ............................................................................................................6-15Using :block.field ................................................................................................................6-16Using $FLEX$.....................................................................................................................6-17Cascading Dependencies Using $FLEX$............................................................................6-18Practice 6-2 ..........................................................................................................................6-19Using Special Value Sets.....................................................................................................6-26Using Pair Value Sets ..........................................................................................................6-27Summary..............................................................................................................................6-28
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R11i Defining Flexfields Table of Contentsv
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Thorough knowledge of the Oracle Application you will beimplementing or supporting
Working experience with navigating Oracle Applications forms andwindows
Prerequisites
R11i Navigating Oracle Applications
How This Course Is Organized
R11i Defining Flexfields is an instructor-led course featuring lecture and hands-onexercises. Online demonstrations and written practice sessions reinforce theconcepts and skills introduced.
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R11i Defining Flexfields Table of Contentsvi
Related Publications
Oracle Publications
Title Part Number
Oracle Applications Flexfields Guide A75393-01
Additional Publications
System release bulletins
Installation and users guides
read.me files
Oracle Magazine
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R11i Defining Flexfields Table of Contentsvii
Typographic Conventions
Typographic Conventions in Text
Convention Element ExampleBold italic Glossary term (if
there is a glossary)The algorithm inserts the new key.
Caps andlowercase
Buttons,check boxes,triggers,windows
Click the Executable button.Select the Cant Delete Card check box.Assign a When-Validate-Item trigger to theORD block.Open the Master Schedule window.
Courier new,case sensitive(default islowercase)
Code output,directory names,filenames,passwords,pathnames,URLs,user input,usernames
Code output: debug.set (I, 300);Directory: bin (DOS), $FMHOME (UNIX)Filename: Locate the init.ora file.Password: User tiger as your password.Pathname: Open c:\my_docs\projectsURL: Go to http://www.oracle.comUser input: Enter 300Username: Log on as scott
Initial cap Graphics labels(unless the term is aproper noun)
Customer address (but Oracle Payables)
Italic Emphasized wordsand phrases,titles of books andcourses,variables
Do not save changes to the database.For further information, see Oracle7 ServerSQL Language Reference Manual.Enter [email protected],where user_id is the name of the user.
Quotationmarks
Interface elementswith long namesthat have onlyinitial caps;lesson and chaptertitles in cross-references
Select Include a reusable module componentand click Finish.
This subject is covered in Unit II, Lesson 3,Working with Objects.
Uppercase SQL columnnames, commands,functions, schemas,table names
Use the SELECT command to viewinformation stored in the LAST_NAMEcolumn of the EMP table.
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R11i Defining Flexfields Table of Contentsviii
Convention Element ExampleArrow Menu paths Select File> Save.Brackets Key names Press [Enter].
Commas Key sequences Press and release keys one at a time:[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously:[Ctrl]+[Alt]+[Del]
Typographic Conventions in Code
Convention Element ExampleCaps andlowercase
Oracle Formstriggers
When-Validate-Item
Lowercase Column names,table names
SELECT last_nameFROM s_emp;
Passwords DROP USER scottIDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER(OG_GET_LAYER
(prod_pie_layer))
Lowercaseitalic
Syntax variables CREATE ROLE role
Uppercase SQL commands andfunctions
SELECT useridFROM emp;
Typographic Conventions in Navigation Paths
This course uses simplified navigation paths, such as the following example, todirect you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice > Entry > Invoice BatchesSummary.
2. (M) From the menu, select Query > Find.
3. (B) Click the Approve button.
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R11i Defining Flexfields Table of Contentsix
Notations :
(N) = Navigator
(M) = Menu
(T) = Tab
(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in Help System Paths
This course uses a navigation path convention to represent actions you performto find pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the GeneralLedger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of thehelp system window.
Getting Help
Oracle Applications provides you with a complete online help facility.
Whenever you need assistance, simply choose an item from the Help menu topinpoint the type of information you want.
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R11i Defining Flexfields Table of Contentsx
To display help for a current window:
1. Choose Window Help from the Help menu, click the Help button on thetoolbar, or hold down the Control key and type 'h'.
A web browser window appears, containing search and navigation frames onthe left, and a frame that displays help documents on the right.
The document frame provides information on the window containing thecursor. The navigation frame displays the top-level topics for yourresponsibility, arranged in a tree control.
2. If the document frame contains a list of topics associated with the window,click on a topic of interest to display more detailed information.
3. You can navigate to other topics of interest in the help system, or chooseClose from your web browser's File menu to close help.
Searching for Help
You can perform a search to find the Oracle Applications help information youwant. Simply enter your query in the text field located in the top-left frame of thebrowser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, isreturned from your search in the right-hand document frame. Click on whichevertitle seems to best answer your needs to display the complete document in thisframe. If the document doesn't fully answer your questions, use your browser'sBack button to return to the list of titles and try another.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 1
Overview of FlexfieldsChapter 1
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Overview of FlexfieldsChapter 1 - Page 2
Overview of Flexfields
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Overview of FlexfieldsOverview of Flexfields
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Overview of FlexfieldsChapter 1 - Page 3
Objectives
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ObjectivesObjectives
After completing this lesson, you should be able todo the following: Explain flexfields and how they are used by Oracle
Applications Distinguish between key and descriptive flexfields Identify key and descriptive flexfields used by
Oracle Applications List the benefits provided by flexfields
After completing this lesson, you should be able todo the following: Explain flexfields and how they are used by Oracle
Applications Distinguish between key and descriptive flexfields Identify key and descriptive flexfields used by
Oracle Applications List the benefits provided by flexfields
Lesson TopicsThis lesson describes how to use modifiable fields called flexfields to tailorOracle Applications to reflect your business needs and practices.You can use flexfields to define the structure of certain data identifiers requiredby Oracle Applications. You can also gather, store and process additional datathat may be required by your business.After completing this lesson, you should be able to:
Explain flexfields and how they are used by Oracle Applications Distinguish between key and descriptive flexfields Identify key and descriptive flexfields used by Oracle Applications. List the benefits provided by flexfields
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Overview of FlexfieldsChapter 1 - Page 4
Overview
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OverviewOverview
How flexfields operate Two types of flexfields Flexfield terminology Flexfield benefits
How flexfields operate Two types of flexfields Flexfield terminology Flexfield benefits
Lesson OverviewThis lesson describes how Oracle Applications uses customizable fields calledflexfields to modify and expand processing. Specifically it covers:
How flexfields operate The two types of flexfields Flexfield terminology Flexfield benefits
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Overview of FlexfieldsChapter 1 - Page 5
Customizing Oracle Applications
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Customizing Oracle ApplicationsCustomizing Oracle Applications
ApplicationApplication windows windows
User-defined flexfield windowsUser-defined flexfield windows
Oracle General Ledger Oracle Assets
Using Flexfields to Customize ApplicationsA flexfield is a customizable field that opens in a window from a regular OracleApplications window. Defining flexfields enables you to tailor OracleApplications to your own business environment. You can easily defineflexfields to modify or extend Oracle Applications without programming. Byusing flexfields within Oracle Applications you can:
Structure certain identifiers required by Oracle Applications according toyour own business environment
Collect and display additional information for your business as neededFlexfields are important because they are used throughout Oracle Applications.Flexfields provide many opportunities for easy modification and customizationof standard Oracle Applications processing. Members of the systemimplementation team as well as system administration personnel should befamiliar with the concepts and procedures of flexfields to design and support anOracle Applications environment that meets the needs of all its users.
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Overview of FlexfieldsChapter 1 - Page 6
Flexfield Structures and Flexfield Segments
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Flexfield Structures and FlexfieldSegments
Flexfield Structures and FlexfieldSegments
__ Item Information _______________Category
ItemColor
ComputerMonitorLight tan
COM876LTN
Item Information FlexfieldItem Information Flexfield
Structure:Structure:(Category Segment + Item Segment + Color Segment)(Category Segment + Item Segment + Color Segment)
Segments:Segments:(Category, (Category, Item, Item, Color)Color)
Flexfield ComponentsA flexfield is composed of segments. The segments of a flexfield contain theflexfield values. Flexfield segments are combined in a grouping called astructure. The segments that make up a particular structure are logically orfunctionally related. A single flexfield can have more than one structure.When you implement a flexfield, you decide how many segments you need fora particular structure and whether you need multiple structures. Being able todefine different structures for the same flexfield allows you to tailor the sameflexfield to the needs of different end users.The example on the slide shows three segments:
Category Item Color
These three segments together form a structure.
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Overview of FlexfieldsChapter 1 - Page 7
Segment Prompts and Value Descriptions
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__ Item Information _______________Category
ItemColor
ComputerMonitorLight tan
COM876LTN
Segment Prompts and Value DescriptionsSegment Prompts and Value Descriptions
Flexfield segment promptsFlexfield segment prompts
Flexfield value descriptionsFlexfield value descriptions
Customizing the Flexfield AppearanceIn addition to defining the segments and structures that make up the flexfield,you can define the appearance of the flexfield. You can specify names anddescriptions for the segments appearing on the window. You can also specifythe display size for the fields.
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Overview of FlexfieldsChapter 1 - Page 8
Validating Input Using Value Sets
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__ Item Information _______________
CategoryItem
Color
ComputerMonitorLight tanLTN
Validating InputUsing Value SetsValidating Input
Using Value Sets
ItemItem value setvalue set
755 876 933
COM MACH FURN
CategoryCategory valuevalue setset
COM876
Using Value Sets with FlexfieldsValue sets allow you to control the values for a segment or a report parameter.A value set is a definition of the values approved for entry or display by aparticular flexfield segment. A value set may also contain a list of actualapproved values although this is not required. You may be able to define theappropriate values after you define the value set.
Value Sets Describe Acceptable Types of Values Some value sets permit a limited range of values; others permit only
certain values; others have minimal restrictions. Different flexfields can share the same value set. For example, a value set
containing the names of regional offices could be used by many differentflexfields.
Different segments of the same flexfield can use the same value set, forexample a date value set. Segments defined to different structures of thesame flexfield can share value set. Many of the report parameters usedwith SRS forms are tied to shared value sets.
Value sets do not have to have the actual values defined for them.
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Overview of FlexfieldsChapter 1 - Page 9
Practice 1-1
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Practice 1-1Practice 1-1
Explaining how Oracle Applications uses flexfields Describing the components of a flexfield Explaining how Oracle Applications uses flexfields Describing the components of a flexfield
Practice 1-1 InstructionsAnswer the following questions.
1 You can extend and customize the processing of Oracle Applications byusing customizable fields called __________.
2 Flexfields are composed of __________.3 The fields that appear on a flexfield are combined in a grouping called a
__________.4 List two ways that flexfields enable you to customize the operation of
Oracle Applications.
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Overview of FlexfieldsChapter 1 - Page 10
Practice 1-1
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Practice 1-1Practice 1-1
__ Sales Information ______________________
Transaction
Item
Payment Type
Customer Jane Doe
[ ]745-876-LTN
3987
__ Item Details _______________Type
Sales RepComputerJane Reed
COMJR
COM Computer
APPL Appliances
FURN Furniture
662255
33
44
1177
Practice 1-1 Instructions (continued)5 Match the numbered elements in the diagram above with the appropriate
names from the list. Flexfield title: __________ Value set: __________ Descriptive flexfield indicator: __________ Flexfield segments: __________ Value set values: __________ Flexfield window prompt: __________ Value descriptions: __________
Practice 1-1 Solutions1 You can extend and customize the processing of Oracle Applications by
using customizable fields called flexfields.2 Flexfields are composed of segments.3 The fields that appear on a flexfield are combined in a grouping called a
structure.4 List two ways that flexfields enable you to customize the operation of
Oracle Applications. Define the structure of required identifiers
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Overview of FlexfieldsChapter 1 - Page 11
Gather additional information5 Match the numbered elements in the diagram above with the appropriate
names from the list. Flexfield title: 3 Value set: 5 Descriptive flexfield indicator: 1 Flexfield segments: 2 Value set values: 7 Flexfield window prompt: 6 Value descriptions: 4
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Overview of FlexfieldsChapter 1 - Page 12
Key and Descriptive Flexfields
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__ Item Information _________Category
ItemColor
ComputerMonitorLight tan
COM876LTN
Key and Descriptive FlexfieldsKey and Descriptive Flexfields
Key flexfieldsKey flexfieldsbuild uniquebuild uniqueentity identifiersentity identifiers
Descriptive flexfieldsDescriptive flexfieldsgather additionalgather additionalinformationinformationStore
DeptNumberExp. Dt
Payment Type CC543219874958-2938-474712 - 99
Different Types of FlexfieldsThere are two types of flexfields, key flexfields and descriptive flexfields. Eachtype is discussed in more detail on the following slides. The main differencesare:
You use key flexfields to define your own structure for many of theidentifiers required by Oracle Applications.
You use descriptive flexfields to gather additional information about yourbusiness entities beyond the information required by Oracle Applications.
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Overview of FlexfieldsChapter 1 - Page 13
Key Flexfields
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Key FlexfieldsKey Flexfields
StandardStandardwindowwindow
Key Key flexfieldflexfieldwindowwindow
__ Sales Information ______________________
Transaction
Item
Payment Type
Description
Customer Jane Doe
Computer - Monitor - Light Tan [ ]
COM-876-LTN
3987
__ Item Information _______________
ItemColor
ComputerMonitorLight tan
COM876LTN
Category
Key FlexfieldsIn Oracle Applications you use key flexfields as identifiers for entities.Generally, the identifier you create using a key flexfield is required by theapplication (for example, the Accounting Flexfield builds the account numberused by Oracle General Ledger).A key flexfield appears as a normal field on a form. Any existing value for thekey appears in the field as a concatenated value having segment separators.You can use the Flexfields: Open Key Window profile option to specifywhether you want the key flexfield window to be opened automatically whenyou navigate to the key flexfield on the base form. This profile option is visibleand updatable at the user level.A key flexfield structure usually consists of multiple segments, each of whichcontains meaningful information. The resulting combinations of values fromthese segments therefore function as intelligent keys.
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Overview of FlexfieldsChapter 1 - Page 14
Intelligent Keys
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Intelligent KeysIntelligent Keys
Corporation
Subsidiary
Division
Department
Account
10
203
203
3003
025
_____Account Entry __ _____Account Entry __
21
42
502
015
Company
Division
Department
Account
Business ABusiness A Business BBusiness B
Using Key Flexfields to Build Intelligent KeysIntelligent keys are multipart codes where the value in each individual partcontains meaningful information. Each combination of values can thereforeidentify a particular business entity or class of entities. Such intelligent keystructures are used throughout Oracle Applications. Because you define yourkey flexfield structure yourself, it reflects the organization of your business.Accounting Flexfield ExampleOne important key flexfield is the Accounting Flexfield. The example on theslide shows how two hypothetical businesses could define Accounting Flexfieldstructures that reflected their different accounting structures. Business Asaccounting structure has five segments, while business Bs accounting structurehas four segments.Additional Key Flexfield FeaturesYou can define value sets to control the allowable values for each segment ofthe key. You can also define cross-validation rules to control the allowablecombinations of segment values within the key.
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Overview of FlexfieldsChapter 1 - Page 15
Intelligent Keys
Copyright Oracle Corporation, 2000. All rights reserved.
Intelligent Keys Intelligent Keys
Serial numberSerial number Job grade Job grade
Asset numberAsset number Account numberAccount number
Intelligent Key ExamplesThere are many areas in business where you can use intelligent keys. Someexamples are shown. Many such intelligent keys are used in OracleApplications to represent such entities.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 16
Key Flexfield Example: Accounting Flexfield
Copyright Oracle Corporation, 2000. All rights reserved.
Key Flexfield Example:Accounting Flexfield
Key Flexfield Example:Accounting Flexfield
The Accounting FlexfieldThe Accounting Flexfield is used to create and display account numbers. TheAccounting Flexfield is owned by Oracle General Ledger, but AccountingFlexfield values are used by many of the financial applications. The exampleshows an Accounting Flexfield structure consisting of five segments.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 17
Key Flexfield Example: Asset Category Flexfield
Copyright Oracle Corporation, 2000. All rights reserved.
Key Flexfield Example:Asset Category FlexfieldKey Flexfield Example:
Asset Category Flexfield
The Asset Category FlexfieldYou use the Asset Category flexfield in Oracle Inventory to identify majorgroupings of inventory. The example shows a key flexfield structure that hastwo segments.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 18
Oracle Applications Key Flexfields
Copyright Oracle Corporation, 2000. All rights reserved.
Oracle Applications Key FlexfieldsOracle Applications Key Flexfields
CategoryAsset
Location
Accounting
Account AliasesItem CatalogsItem CategoriesSales OrdersStock LocatorsSystem Items
Bank DetailsCost AllocationPeople Group
Grade JobPersonal AnalysisPositionSoft Coded
TerritorySales Tax Location
OracleAssets
OracleGeneralLedger
Oracle Inventory
OraclePayroll
OracleHumanResources
OracleReceivables
Key Flexfields Within Oracle ApplicationsMany Oracle applications have key flexfields. The slide shows some of theapplications and the key flexfields they use. In many cases, you must implementthe key flexfield to implement the application. Many key flexfields are used bymultiple applications. For example, the Accounting Flexfield is used by bothOracle General Ledger and Oracle Payables.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 19
Descriptive Flexfields
Copyright Oracle Corporation, 2000. All rights reserved.
Descriptive FlexfieldsDescriptive Flexfields
Transaction
Item
Payment Type
Description
CustomerCC3987
Jane Doe
Computer - Monitor - Light TanCOM-876-LTN
[ ]
Second IDNumber
Payment TypeStoreDept
Number
StoreDept
Exp. Dt
Payment TypeCK CC543219874958-2938-474712 - 99
543219871028MC 4565-3939
__ Sale Information ____________________
Descriptive FlexfieldsYou use descriptive flexfields to collect information beyond that collected byOracle Applications. Using descriptive flexfields allows you to gather additionalspecialized information required by your business. The use of descriptiveflexfields is optional.A descriptive flexfield appears on a form as a single-space field enclosed bybrackets. You can use the Flexfields: Open Descr Window profile option tospecify whether you want the descriptive flexfield window to be openedautomatically when you navigate to the bracketed field, if the flexfield isenabled. This profile option is visible and updatable at the user level.A descriptive flexfield typically uses multiple structures. You can:
Define a basic structure that gathers additional information for all entities. Define several different structures that gather specialized information for
different types of the same general entity. Define a combination of the preceding two. This structure can gather
general information about all entities and then optionally gather certaininformation about certain types of entities.
The example shows a descriptive flexfield that gathers different paymentinformation based on the type of payment: check (CK) or credit card (CC).
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 20
Using Reference Fields
Copyright Oracle Corporation, 2000. All rights reserved.
Second IDNumber
Payment TypeStoreDept
Number
StoreDept
Exp. Dt
Payment TypeCK CC543219874958-2938-474712 - 99
543219871028MC 4565-3939
__ Sale Information ____________________
Transaction
Item
Payment Type
Description
CustomerCC3987
Jane Doe
Computer - Monitor - Light TanCOM-876-LTN
[ ]
Using Reference FieldsUsing Reference Fields
ReferenceReferencefieldfield
Using Context and Reference Fields to Control Descriptive FlexfieldsThe same descriptive flexfield often uses multiple structures. Each of thesestructures can have different segments and gather different data. When youdefine multiple structures for a descriptive flexfield, you can make the choice ofstructure either dependent on the value of another field or selectable by the user:
If the value in a preceding field elsewhere on the form determines whichstructure is used, the preceding field is known as a reference field.However, if the descriptive flexfield is used in another form, then the twoforms must have the same name for the reference field.
If the value in a field within the flexfield itself determines which structureis used, that field is called a context field.
The example on the slide shows a hypothetical window containing salesinformation. One of the fields on this window, Payment Type, is used as areference field for a descriptive flexfield that contains information about howthe customer will pay.In this example, the buyer is using a credit card so the credit card information isgathered by using the descriptive flexfield structure shown on the right. Ifpayment is by check, you could gather check-related information by using thedescriptive flexfield structure shown on the left.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 21
Using Different Contexts: Asset Category Flexfield
Copyright Oracle Corporation, 2000. All rights reserved.
Using Different Contexts:Asset Category Flexfield
Using Different Contexts:Asset Category Flexfield
The Asset Category FlexfieldThe example on the slide shows the Asset Category descriptive flexfield. Thedescriptive flexfield is gathering further information about an office buildingasset. You can see this both by the value in the reference field, and by the typeof information being requested on the flexfield.Note: In this example, the reference field is itself a key flexfield.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 22
Oracle Applications Descriptive Flexfields (Partial)
Copyright Oracle Corporation, 2000. All rights reserved.
Oracle Applications DescriptiveFlexfields (Partial)
Oracle Applications DescriptiveFlexfields (Partial)
Calendar TypesBonus Rates
Price Indexes
Daily Rates
Activity InformationItem Cost InformationShift Time Information
Bank BranchPayment TermsSite Address
Employee Labor RateShop Floor StatusWIP Parameters
Credit History Information
OracleAssets
OracleGeneralLedger
Oracle Bills of Material
OraclePayables
OracleWork in Progress
OracleReceivables
Partial List of Oracle Applications Descriptive FlexfieldsNumerous descriptive flexfields are available throughout Oracle Applications.The slide shows only a partial list. In contrast to key flexfields, descriptiveflexfields are not shared between applications.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 23
SRS and Flexfields
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SRS and FlexfieldsSRS and Flexfields
Using Flexfields as Parameters Within Standard Request SubmissionReports and concurrent programs submitted with Standard Request Submissionoften have parameter windows that pop up. These parameter windows behavesimilarly to descriptive flexfields.Parameter Windows Are Context Sensitive
The window that appears and the segments that are contained in it dependon which request is being run.
The request name acts as a reference field. Many request parameters have value sets associated with them to control
the allowable values for that parameter. Such value sets are often sharedby many other flexfields. You should always be careful when modifyingany value sets that are also used by SRS processing.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 24
Benefits of Flexfields
Copyright Oracle Corporation, 2000. All rights reserved.
Benefits of FlexfieldsBenefits of Flexfields
Flexfields provide the following benefits: Customize applications to support your own
accounting, product, and other codes. Enable the construction of intelligent keys. Customize applications to capture additional data. Use the application to validate values and value
combinations entered by the user. Support multiple field structures depending on
data context.
Flexfields provide the following benefits: Customize applications to support your own
accounting, product, and other codes. Enable the construction of intelligent keys. Customize applications to capture additional data. Use the application to validate values and value
combinations entered by the user. Support multiple field structures depending on
data context.
Benefits of FlexfieldsYou should now have a basic understanding of how flexfields are used byOracle Applications. The ease of customizing flexfields provides many benefitsto users. The main benefits are listed on the slide.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 25
Storing Flexfield Data Internally
Copyright Oracle Corporation, 2000. All rights reserved.
Storing Flexfield Data InternallyStoring Flexfield Data Internally
Attribute1Attribute1 Attribute2Attribute2
Oracle Applications base tablesOracle Applications base tables
Descriptive flexfieldDescriptive flexfieldKey flexfieldKey flexfield
Segment1Segment1 Segment2Segment2...... ...... ............
Storing Flexfield Values in Database TablesThe values entered through an applications flexfields are stored internally inthat applications database tables:
Each segments value is stored in a column in one of the base tables. The column name reflects the type of flexfield data it holds. In general,
key flexfields store their data in columns called SEGMENTn, where n is anumber. In general, descriptive flexfields store their data in columns calledATTRIBUTEn, where n is a number.
The number of SEGMENT and ATTRIBUTE columns available for useby a flexfield varies between flexfields. Not all flexfields can have thesame number of fields defined. When implementing a flexfield,determining the number of fields available for use is an importantplanning step.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 26
Practice 1-2
Copyright Oracle Corporation, 2000. All rights reserved.
Practice 1-2Practice 1-2
Distinguishing between key and descriptiveflexfields
Identifying key flexfields within OracleApplications
Identifying descriptive flexfields within OracleApplications
Distinguishing between key and descriptiveflexfields
Identifying key flexfields within OracleApplications
Identifying descriptive flexfields within OracleApplications
Practice 1-2 Instructions1 List the two types of flexfields used by Oracle Applications.2 List two key flexfields used by Oracle Applications.3 List two descriptive flexfields used by Oracle Applications.4 A phone number has multiple parts. Does that make it an intelligent key?5 Give an example of an identifier at your business for which you will
define a key flexfield.6 If possible, give an example of information you gather by using a
descriptive flexfield.7 Which of the two types of flexfields is optional?
Practice 1-2 Solutions1 List the two types of flexfields used by Oracle Applications.
Key Descriptive
2 List two key flexfields used by Oracle Applications. Accounting Flexfield Item Categories (Any of the other key flexfields listed on the slide dealing with
Oracle Applications key flexfields)
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 27
3 List two descriptive flexfields used by Oracle Applications. Accounting Calendar: Periods Asset Category (Any of the other descriptive flexfields listed on the slide
dealing with Oracle Applications descriptive flexfields, or anythe student may have obtained directly from the application)
4 A phone number has multiple parts. Does that make it an intelligent key? No, not all segments contain meaningful information.
5 Give an example of an identifier at your business for which you willdefine a key flexfield.
Answers will vary.6 If possible, give an example of information you gather by using a
descriptive flexfield. Answers will vary.
7 Which of the two types of flexfields is optional? Descriptive
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 28
Implementing a Flexfield Steps
Copyright Oracle Corporation, 2000. All rights reserved.
Implementing a FlexfieldSteps
Implementing a FlexfieldSteps
1. Plan flexfield segments, structures, value sets andvalues.
2. Define value sets and values.3. Define flexfield.4. Define security and cross-validation rules if
necessary.
1. Plan flexfield segments, structures, value sets andvalues.
2. Define value sets and values.3. Define flexfield.4. Define security and cross-validation rules if
necessary.
Implementing a Flexfield: General ProcedureUse the following steps when defining flexfields, both key and descriptive:
Plan your flexfield structure and layout. Remember that many flexfieldsuse more than one structure, and that each structure can consist ofdifferent segments. Also plan any value sets and their values.
Define flexfield value sets. Value sets describe the allowable values forthe flexfield segment. If you create your value sets first, you can refer tothem while your are defining your flexfield segments in the followingstep.
Define flexfield segments and structures. Use the plan you designedearlier.
Define values for your value sets. For key flexfields, define security and cross-validation rules as necessary.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 29
Overview of Flexfields Summary
Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsSummary
Overview of FlexfieldsSummary
Flexfields are customizable fields. The user defines the content and structure of a
flexfield window. Key flexfields create entity identifiers required by
Oracle Applications. Descriptive flexfields gather additional information
required by the business environment.
Flexfields are customizable fields. The user defines the content and structure of a
flexfield window. Key flexfields create entity identifiers required by
Oracle Applications. Descriptive flexfields gather additional information
required by the business environment.
SummaryFlexfields are Oracle Applications fields that you can customize. You candefine the content and layout of the flexfield to reflect your own business needs.There are two types of flexfields:
Key flexfields are used to create entity identifiers required by OracleApplications. You can use key flexfields to structure these identifiersaccording to your business environment. The definition of many keyflexfields is required by the application.
You use descriptive flexfields to gather additional information for storageor processing. You can define descriptive flexfields in multiple ways toaccommodate the needs of many different groups of users. The use ofdescriptive flexfields is optional.
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Copyright Oracle Corporation, 2000. All rights reserved.
Overview of FlexfieldsChapter 1 - Page 30
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 1
Using Value SetsChapter 2
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 2
Using Value Sets
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Using Value SetsUsing Value Sets
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 3
Objectives
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ObjectivesObjectives
After completing this lesson, you should be able todo the following: List options for validating flexfield segment values Choose the appropriate validation option to use
with a particular flexfield segment Identify issues for consideration when planning a
validation strategy Define value sets Specify allowable values for a value set
After completing this lesson, you should be able todo the following: List options for validating flexfield segment values Choose the appropriate validation option to use
with a particular flexfield segment Identify issues for consideration when planning a
validation strategy Define value sets Specify allowable values for a value set
Lesson TopicsThis lesson describes planning and using value sets to control input withflexfields.At the end of this lesson, you should be able to:
List options for validating flexfield segment values and report parameters Choose the appropriate validation option to use with a particular segment Identify issues for consideration when planning a validation strategy Define new value sets Define allowable values for a value set
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 4
Overview
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OverviewOverview
Using value sets to validate input Describing types of value sets Planning value sets and values Defining value sets
Using value sets to validate input Describing types of value sets Planning value sets and values Defining value sets
Lesson OverviewValue sets are definitions of allowable values for use with a flexfield segment orreport parameter. This lesson covers the different types of value sets and howeach is used. It also describes how to plan the value set as well as the actualvalues for those sets that require a list of values. Finally, it covers the definitionprocess itself.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 5
Validating Input Using Value Sets
Copyright Oracle Corporation, 2000. All rights reserved.
Validating InputUsing Value SetsValidating Input
Using Value Sets
__ Item Information _________Category
ItemComputerMonitor
COM876
COM APPL FURN
CategoryCategory value set value set
Item value setItem value set
876755 933
Value Sets Define Allowable ValuesYou can create a value set and assign it to a flexfield segment or reportparameter to control what values that segment can use.
Value Sets Check User InputDefine a value set for each flexfield segment. A value set is a general definitionof the values that are acceptable for a particular flexfield segment or reportparameter. A value set can also have a list of actual values available to thesegment, although this is not required.
Other Advantages of Value SetsValue sets control which segments can use special features such as Longlist,value security, and segment value combination checking.The example in the slide shows two value sets:
The Category value set specifies the allowable values for the Categorysegment.
The Item value set specifies the allowable entries for the Item segment.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 6
Planning a Value Set
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Planning a Value SetPlanning a Value Set
1. Determine basic attributes of the set.2. Select the appropriate validation type.3. If appropriate, specify actual allowable values.
1. Determine basic attributes of the set.2. Select the appropriate validation type.3. If appropriate, specify actual allowable values.
Planning Your Value SetThere are several steps to planning your value set:
1 Determine the basic attributes for the set. Choose what conditions allvalues must fit to be considered valid values. Such criteria include datatype (Character, Numeric), value length, and minimum and maximumvalues, if appropriate.
2 Select the appropriate validation strategy. Choose the type of validationmost appropriate for the data. Validation types are discussed in thefollowing pages.
3 Identify approved values, if appropriate. For some value sets, you knowahead of time the acceptable values. In these cases, in addition to definingthe value set, you can also specify the values that appear when the userenters the flexfield segment. The segment accepts only values explicitlydefined for that value set.
For some value sets, it does not make sense to try to provide a complete list ofall the approved values. For example, a segment containing customer telephonenumbers probably does not need a list of values, because each new customerwill have a new telephone number which you do not know at design time.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 7
Types of Value Sets
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None Independent
Dependent
Table
Special
None Independent
Dependent
Table
Special
Types of Value SetsTypes of Value Sets
Validation is minimal. Input must exist on
previously defined list ofvalues.
Input is checked against asubset of values based on aprior value.
Input is checked againstvalues in an application table.
Value set uses a flexfielditself.
Validation is minimal. Input must exist on
previously defined list ofvalues.
Input is checked against asubset of values based on aprior value.
Input is checked againstvalues in an application table.
Value set uses a flexfielditself.
Types of Value SetsYou can define several types of value sets depending on how you need yourvalues to be checked. All value sets perform minimal checking; some value setsalso check against the actual values, if you have provided any.None - A value set of the type None has no list of approved values associatedwith it. A None value set performs only minimal checking of, for example, datatype and length.Independent - Independent type value sets perform basic checking but alsocheck a value entered against the list of approved values you define.Dependent - A Dependent value set is associated with an Independent valueset. Dependent value sets ensure that all dependent values are associated with avalue in the related Independent value set.Table - Table value sets obtain their lists of approved values from existingapplication tables. When defining your table value set, you specify a SQL queryto retrieve all the approved values from the table.Special - This specialized value set provides another flexfield as a value set fora single segment.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 8
Types of Value Sets
Copyright Oracle Corporation, 2000. All rights reserved.
Pair
TranslatableIndependent
TranslatableDependent
Pair
TranslatableIndependent
TranslatableDependent
Types of Value SetsTypes of Value Sets
Two flexfields togetherspecify a range of validvalues.
Input must exist onpreviously defined list ofvalues; translated value canbe used.
Input is checked against asubset of values based on aprior value; translated valuecan be used.
Two flexfields togetherspecify a range of validvalues.
Input must exist onpreviously defined list ofvalues; translated value canbe used.
Input is checked against asubset of values based on aprior value; translated valuecan be used.
Types of Value Sets (continued)Pair - This specialized value set provides a range flexfield as a value set for apair of segments.Translatable Independent - A Translatable Independent value set is similar toan Independent value set in that it provides a predefined list of values for asegment. However, a Translatable Independent value set can contain displayvalues that are translated into different languages.Translatable Dependent - A Translatable Dependent value set is similar to aDependent value set in that the available values in the list and the meaning of agiven value depend on which independent value was selected in a prior segmentof the flexfield structure. However, a Translatable Dependent value set cancontain display values that are translated into different languages.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 9
Validation Type None
Copyright Oracle Corporation, 2000. All rights reserved.
Validation Type NoneValidation Type None
Values are checked for expected data type,length, and so on.
Values are not checked against an approvedvalues list.
Examples include credit card number, streetaddress, phone number.
Values are checked for expected data type,length, and so on.
Values are not checked against an approvedvalues list.
Examples include credit card number, streetaddress, phone number.
Validation Type NoneA validation of type None performs only minimal checking of the data inputthrough this flexfield segment. Use the validation type None when the actualvalues to be input cannot be anticipated in advance but the data entered mustconform to a particular data type, length, or any other formatting criteria.Examples of such values include credit card numbers, street addresses, andphone numbers.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 10
Independent Value Sets
Copyright Oracle Corporation, 2000. All rights reserved.
__ Item Information _________Category
ItemComputerMonitor
COM876
COM APPL FURN
Category value setCategory value set
Independent Value SetsIndependent Value Sets
Validation Type IndependentUse the validation type Independent when you know the allowable values aheadof time. With an Independent validation type, you typically also define a list ofthe actual values that are approved for use. The user selects these values from apop-up list.In the example in the slide, the Category value set contains the only threeallowable values for the Category segment of a hypothetical Item Informationflexfield. The category segment value must indicate a computer item, anappliance item, or an item of furniture.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 11
Dependent Value Sets
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Dependent Value SetsDependent Value Sets
Category value setCategory value set Item value setItem value set
COM Computer
APPL Appliances
FURN Furniture
755 Modem
876 Monitor933 Printer
320 Microwave
560 Refrigerator876 Washer
877 Desk
154 Table677 Bunk Bed
Validation Type DependentA Dependent value set is also associated with a list of approved values. In thiscase however, the values on the list can be grouped into subsets of values. Eachsubset of values is then associated with a value from an Independent value set.Once a value from the Independent value set has been specified, the list ofvalues for the Dependent value set displays only the values that are approvedfor the value selected from the Independent value set.In the example in the slide, once a value from the Category value set has beenspecified, only the appropriate values from the Item value set are displayed.The segment or parameter using the dependent value set must appear after thesegment or parameter using the independent value set.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 12
Table-Validated Value Sets
Copyright Oracle Corporation, 2000. All rights reserved.
Table-Validated Value SetsTable-Validated Value Sets
WHERE REGION = Western
Cities_West value set
Customer table
Acme ComputersNorth Bay FoodsMidwest GrainSouthern MillingRockies Mining
San JoseBostonChicagoCharlestonDenver
WesternEasternEasternSouthernWestern
Name CityRegion
San Jose Denver
Validation Type TableIf an application table already contains all the allowable values, you can definea table-validated value set to retrieve them from the table. You can specifyselection criteria in the form of an SQL WHERE clause if you need to restrictthe values for some reason.Table-validated value sets are very useful when the set of approved values isvery large, changes frequently, and is maintained by the application.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 13
Specialized Validation Types
Copyright Oracle Corporation, 2000. All rights reserved.
Specialized Validation TypesSpecialized Validation Types
Special: uses entire key flexfield combinations asvalues
Pair: links two flexfields
Special: uses entire key flexfield combinations asvalues
Pair: links two flexfields
Specialized Validation TypesTwo additional validation types are used for more specialized validation needs:
Special value sets can accept an entire key flexfield as a segment value ina descriptive flexfield or report parameter.
Pair value sets are a specialized form of Special value sets.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 14
Translatable Independent Value Sets
Copyright Oracle Corporation, 2000. All rights reserved.
Translatable Independent Value SetsTranslatable Independent Value Sets
HiddenHiddenvaluesvalues Appliances Furniture
TranslatedTranslated(displayed)(displayed)valuesvalues
Gerate Mobel Appareils Meubles
Kategorie Mobel Categorie Meubles
Validation Type Translatable IndependentTranslatable Independent value sets are similar to Independent value sets exceptthat translated values can be displayed to the user. Translatable Independentvalue sets enable you to use hidden values and displayed (translated) values inyour value sets. In this way your users can see a value in their preferredlanguages, yet the values will be validated against a hidden value that is nottranslated.A Translatable Independent value set can have only Translatable Dependentvalue sets dependent on it.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 15
Translatable Dependent Value Sets
Copyright Oracle Corporation, 2000. All rights reserved.
Translatable Dependent Value SetsTranslatable Dependent Value Sets
Desk Schreibtisch BureauTable Tisch Table
Microwave Mikrowellenherd Four a micro-ondesRefrigerator Kuhlschrank Refrigerateur
Appliances Gerate Appareils
Furniture Mobel Meubles
Category value setCategory value set Item value setItem value set
Hidden valuesHidden values Translated Translated (displayed) (displayed) values values
Validation Type Translatable DependentTranslatable Dependent value sets are similar to Dependent value sets exceptthat translated values can be displayed to the user. Translatable Dependent valuesets enable you to use hidden values and displayed (translated) values in yourvalue sets. In this way your users can see a value in their preferred languages,yet the values will be validated against a hidden value that is not translated.Translatable Dependent value sets must be dependent on a TranslatableIndependent value set.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 16
Validation Types: Summary
Copyright Oracle Corporation, 2000. All rights reserved.
Validation Types: SummaryValidation Types: Summary
*Application Object Library*Application Object Library
Type List of ValuesAvailable
Values Stored In
None
TableSpecial/Pair
N/A
Depends on value set
NoIndependentDependent
AOL* TableAOL* Table
YesYesYes Application Table
TranslatableIndependentTranslatableDependent
AOL* TableYes
AOL* TableYes
Depends on value set
Summary of Validation TypesThe chart in the slide shows a comparison of the various validation types. It alsoshows where the lists of acceptable values are stored.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 17
Practice 2-1
Copyright Oracle Corporation, 2000. All rights reserved.
Practice 2-1Practice 2-1
Using value sets Describing types of value sets Using value sets Describing types of value sets
Practice 2-1 Instructions1 Briefly explain how a value set can control the values used in a flexfield
segment.2 Which validation type would be appropriate to use for the following data?
Customer postal codes The ID numbers of your salespeople The weight of various standard inventory items Department number
3 Does a Dependent validation type provide a list of values to the user?What about a validation type of None?
Practice 2-1 Solutions1 Briefly explain how a value set can control the values used in a flexfield
segment. A value set is a definition of the values that are acceptable for a
flexfield segment. As such, it specifies the minimumrequirements that data must meet. This includes data type,length, and other such attributes. Additionally, you can providea value set with a list of approved values. In this case, onlyvalues from the approved list can be entered or displayed in thesegment.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 18
2 Which validation type would be appropriate to use for the following data? Customer postal codes: None The ID numbers of your salespeople: Table The weight of various standard inventory items: None Department numbers: Table (Answers to the above questions may vary. There are several
possible answers.)3 Does a Dependent validation type provide a list of values to the user?
What about a validation type of None? Yes, Dependent value sets consist of several groups of values
with each group associated with a particular value from anIndependent value set.
No, value sets of type None perform minimal value checking.They do not have a list of approved values.
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Copyright Oracle Corporation, 2000. All rights reserved.
Using Value SetsChapter 2 - Page 19
Planning Value Sets
Copyright Oracle Corporation, 2000. All rights reserved.
Planning values validation
Planning format validation
Planning Value SetsPlanning Value Sets
Planning value set attributes
Planning Your Value SetThere are three major areas you should consider when planning your value sets.
Planning the