Additional PeopleTools Topics - ASU



Chapter 4:

Understanding Subrecords and Subpages

In this chapter, you will explore how to create and use subrecords and subpages.

Chapter Objectives

This chapter teaches you:

• The purpose of subrecords and subpages

• How to create a subrecord

• How to add subrecords to a record definition

• How to create a subpage

• How to add subpages to a page definition

Chapter Contents

This chapter contains the following topics:

Purpose of Subrecords and Subpages 2

Creating Subrecords 2

Using a Subrecord 5

Viewing a Subrecord 7

Creating a Subpage 8

Inserting a Subpage 11

Purpose of Subrecords and Subpages

The use of subrecords and subpages is a way to factor out common functionality within your PeopleSoft application.

Defining a subrecord or subpage will:

• Minimize duplication of frequently used record and page definitions

• Give a uniform look to page creations

• Make it easier to maintain functionality

Creating Subrecords

A subrecord definition is created much the same way as any record definition. You define the group of fields that have a common functionality and save them as a Subrecord type to be used in other record definitions. This allows the group of fields to easily be changed in one place, instead of needing to change all record definitions this group of fields resides.

Practice – Creating a SubRecord Definition

Access the application designer.

[pic]To create a new subrecord definition:

1. Click File

2. Click New

3. Click Record

[pic]

4. Click [pic]

The object workspace appears so that you can build a list of fields in a record definition.

[pic]

Select [pic] tab and choose Record Type SubRecord

[pic]

5. Insert Fields into the Record Definition

[pic]

6. Click File

7. Click Save

Type Record Definition Name

[pic]

8. Click [pic]

[pic]There is no need to do the build process on a subrecord definition since it will have no underlying database table but only participate in other record definitions.

Using a Subrecord

Once the Subrecord has been established, it can be utilized in other record definitions. It is fully supported to have any number of nested subrecords.

Practice – Inserting a SubRecord Definition

Access the application designer.

[pic]To insert a subrecord definition:

1. Click File

2. Click New

3. Click Record

[pic]

4. Click [pic]

The object workspace appears so that you can build a list of fields in a record definition.

[pic]

[pic]

5. Click Insert

6. Click Subrecord

Choose a subrecord from the list.

[pic]

7. Click [pic]

[pic]

The subrecord is inserted into the record definition.

8. Click File

9. Click Save

Type Record Definition Name

[pic]

10. Click [pic]

Viewing a Subrecord

Once the subrecord has been inserted into another record definition, it will not be fully displayed when the record definition is brought into the workspace window. You will need to click on the Expand button to see all the fields of the subrecord.

[pic]

[pic]

Creating Subpages

A subpage definition is created much the same way as any record definition. You define a page definition that has a common functionality in the page controls and save it as a Subpage type to be used in other page definitions.

During design time, you add only the subpage control to represent all of the controls in the subpage. You maintain those controls in only one place—the subpage definition. At runtime, you see all of the controls that are defined in the subpage on the page.

Practice – Creating a SubPage Definition

Access the application designer.

[pic]To create a new subrecord definition:

1. Click File

2. Click New

3. Click Page

[pic]

4. Click [pic]

The object workspace appears with a new page layout to build a subpage definition.

[pic]

5. Click File, Definition Properties, Use Tab

[pic]

Once you’ve added the page controls.

[pic]

6. Click File, Save

[pic]

7. Click [pic]

Using a Subpage

Once the Subpage has been established, it can be utilized in other page definitions.

Practice – Inserting a SubPage Definition

Access the application designer.

[pic]To insert a subpage definition:

1. Click File

2. Click New

3. Click Page

[pic]

[pic]

4. Click Insert

5. Click Subpage

[pic]

6. Chose the subpage to insert from the dropdown.

7. Choose a record definition to substitute for the primary record of the subpage.

8. Click [pic]

9. Continue to build page controls

10. Click File, Save

[pic]

11. Type in Page Name

12. Click [pic]

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[pic]

Subpage Record Name Substitution

The subpage is built with a primary record but when it is added to a page, another record can be used, depending on the context of the page that the subpage is involved.

Normally, a subpage is defined with a subrecord combination so that it all can be re-used depending on the functionality of the pages it will be involved.

[pic]Page definition names should be preceded with ASU_ to make them easily identified during an upgrade process

Generally, subpages are given a _SBP suffix to further identify them as a subpage.

Change the Page Type to Subpage.

Since it is a subpage, you may need to change the Page Size to be a Custom Size. This will allow it to fit on other pages.

Click [pic]

To expand the view of the subrecord.

The Field Type of SREC signals a subrecord that has not been expanded.

[pic]Record definition names should be preceded with ASU_ to make them easily identified during an upgrade process

[pic]Record definition names should be preceded with ASU_ to make them easily identified during an upgrade process

Subrecords are given a _SBR suffix to further identify them as a subrecord.

Insert field definition by Insert/Field

Or drag and drop field in project

Or drag and drop field from record definition in project

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