template usage
TRANSCRIPT
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Note:
This material contents might be changed/modified. Pleasenote that in advance.
Essential changes to template.fmb and setting up a
form in the Oracle Applications Environment.
Developed by : Infosys Technologies Limited 17-Feb-2004
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Developer community involved in form module development for Oracle Applications.
Forms 4.5
Oracle Applications 11.0.3
FTP software
Telnet to connect to UNIX server.
This document gives step-wise approach for all customization changes that are
required to be done to the template.fmb before we code anything special to achieve the
given functionality according to the client requirements. These steps are to be followed
every time we develop a customized form from template.fmb. This document also tries
to explain the different steps involved in registering the form module into OracleApplications.
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The document is divided into following parts for ease of understanding.
Changes required to template.fmb (binary form module)
Setups in the Oracle Applications for the form registration.
Transfer and Compilation of form module on server
Testing the form.
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Lets take the sample data:
Client Requirement (This will change per request basis) :
We need to display data in the EMP (say) table in APPS (say) schema on the front end
screen. Thus we need a customized screen (which is not provided by standard Oracle
installation).
Target form module name : GLBEMP.fmb
Target Application name : Toshiba GLB system
Target responsibility name : TSB Global Administrator
Standard template.fmb is available with your project.
The subsequent steps to develop the GLBEMP.fmb (target form) from the TEMPLATE.fmb willuse above information as the sample data.
Please note that the snapshots given in the document are just to facilitate better realization of the
content and may not exactly be congruent to the steps to be carried out by the user.
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Step 1 : Open the template.fmb with Forms designer utility and save it with specific form name.
Template.fmb before saving GLBEMP.fmb after saving
Form modulebinary filename (.fmb)
Form modulename
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Step 2 : Delete the objects which are not required (which are provided by default in template.fmb)
Before step 2 After step 2
Objects whichare not useful inthe target form
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Step 3 : Add the objects which are required by client requirement. (This step will change from
request to request. The
developer is expected to know
tasks like How to add data
blocks, canvases, windows?How are they inter-related)
After step 3
Objects whichare useful in thetarget form areadded
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Step 4 : Set the form module level properties.
After step 4
Set the First Navigation Block
property equal to the blockname in which the focus wouldbe when the form is started
e.g. In this example,
First Navigation Block = EMP
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Step 5 : Set the block level properties.
After step 5
Set the Navigation properties
using Next Navigation blockor
Previous Navigation Block. (This
sets the Inter-block navigation)
e.g. In this example,
Next Navigation Block = EMP
Previous Navigation Block = EMP
If we dont set these property thenFORMS navigates in a sequential
order through different blocks.
(Typical example would be the
untimely appearances ofcalendar
or progress indicatorblocks in the
template.fmb
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Step 6 : Code changes to When-New-Form-Instance trigger (form-level). The trigger is by default
provided in the template.fmb. Open it in the PL/SQL editor and make changes
Before step 6
After step 6
This is the information used by
the Oracle Applications
runtime.
We must change this to reflect
information about the target
form.
Changes to
reflect the
information about
the target form.
We changed :
Form name
version
Date and time
PL/SQL editor inForms designer
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Step 7 : Code changes to Pre-Form trigger (form-level). The trigger is by default provided in the
template.fmb. Open it in the PL/SQL editor and make changes.
Before step 7 This is the information used by
the Oracle Applications runtimeto display the information in the
help menu of a form screen.
We need to change this to
reflect information about the
target form.
Set the name of the window
which should be shown first.
We must change this to reflect
the correct window name to be
shown in the target formAfter step 7
Changes to reflect the
information about the target
form.
We changed :
Form description
Date and time
First Window name
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Step 8 : Code changes to program unit APP_CUSTOM (Package Body). This unit is by default
provided in the template.fmb.
Some intermediate codebefore the actual point ofcode change
Change the string to reflect the name
of the window that we set in
step7 (changes to Pre-form
trigger)
e.g. in this case change the
string toEMP.
Thus the code will look like:
If (wnd = EMP) then
.
.
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This completes all the code changes that are essential for the form module to work properly in
the Oracle applications environment.
The next set of tasks to be done, before we are ready to run the form through OracleApplications, is the setup required for the Oracle Applications environment to have details
about our target form. (GLBEMP.fmb)
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After logging into the Oracle Applications, navigate to Application Developer
responsibility.
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Step 9: Register Form -
Open the Forms screen by clicking on following menu.
Application Developer Application Form
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Name of the formmodule. This should
coincide with the name
of.fmb file you saved
Name of application under
which the form is
registered.
The physical executable
file (.fmx) for target form
should reside in the
corresponding applicationtop forms directory.
e.g. Here, application is
Toshiba GLB system.
Thus the target dir is:
$CUST_GLB_TOP/forms/
US.
Register form (cont.)
Enter the target form details and save the details.
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Step 10 : Register Form Function-
Open the Form Functions screen by clicking on following menu.
Application Developer Application Function
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Register form function (cont.) -
Select Description in the pane selector and enter the relevant details like function-name.
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Register form function (cont.) -
Select Form in the pane selector and enter the relevant details like form name and
save the details.
Form name which we
registered in Register
form step. We should
enter the User form
name value from form
registration. Navigatingout of the field causes the
application field to default
to the value that we
saved in the form
registration stage.
(Toshiba GLB system)
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Step 11: Register Menu Item -
To register a menu item, we will require the menu (set of menu items) associated with
target responsibility. Thus we will first get the target menu name from Responsibility
Screen. (Click Application developer Security Responsibility Define)
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Step 11: Register Menu Item
Query for the target responsibility name. (In this example TSB:Global Administrator)
Note the menu name associated.
The menu nameassociated withtheresponsibility
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Step 11: Register Menu Item -
Open the Menus screen by clicking on following menu.
Application Developer Application Menu
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Register Menu Item (cont.) -
Query for the menu associated with the responsibility for which we want access to the
target form. (TSB_GA in our example)
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Register Menu Item (cont.) -
Add a new row to the menu (Click on Edit New Record). Add relevant details and save
the record.
New record added for the
employee form.
Function name given is
same as that given in
Register Function step
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This completes all the setups that are essential for the form module to run in the Oracle
Applications environment.
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Step 12:
The next task is to transfer the form module binary file (.fmb file) to the application server.
For this, we can use any FTP utility.As explained earlier, the form module executable file should be available in the forms
directory of the given application top.
Thus, once we move the file to the server, we must move it to the appropriate directory.
In our example, the application in question is Toshiba GLB system for which correspondingdirectory on the server is $CUST_GLB_TOP/forms/US (Actual path is the decoded valueof this unix shell variable. This information about corresponding top for an application can
be obtained from the Application screen in Application Developer responsibility. Usermay need to explore more to understand this).
Thus our form should be transferred to $CUST_GLB_TOP/forms/US.
($CUST_GLB_TOP/forms/US/GLBEMP.fmb)
Step13 :
We compile the binary form module (.fmb) to generate the executable form module (.fmx)
($CUST_GLB_TOP/forms/US/GLBEMP.fmx)
(This is done using f45gen utility provided by Oracle. Please refer Oracle documentation ifrequired.)
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This completes all tasks that are essential for the form module to run in the Oracle
Applications environment.
We should try to test the form now.
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Login into the target responsibility. (TSB: Global Administrator in our example)
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After logging into the target responsibility (TSB: Global Administrator in our example),
launch the target form by clicking the menu item which was defined in the Register Menu
screen (Step 11). (Employee Test Form in our example)
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You should be able to see your target form in front of you. (Congratulations!!).
The form information which
we set in the Pre-form
trigger.(step 6)
First Navigational block (EMP)
set in the form module
properties (Step 4)
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Thank You