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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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    1

    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