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Forms Configurator Setup

Nov 26, 2014

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Forms Configurator Setup & Usage Guide [ID 206035.1] Modified 10-AUG-2010 Type WHITE PAPER Status PUBLISHED Checked for relevance on 13-MAR-2008

Setup and Usage Guide Oracle Human Resources Forms Configurator Release 11i Table of Contentsy y y y

Introduction Consolidated listing of all setup information contained within manuals Example Set Up Steps to verify the setup is correct

Introduction The primary purpose of this document is to assist customers in configuring a task flow for a custom form created using Forms Configurator. It must be used in conjunction with the existing product documentation. This document provides step-by-step instructions for an example set up of adding a taskflow to the element entries form from a custom form created with the Forms Configurator template, US Maintain Employees.Consolidated listing of all setup information contained within manuals y y

Note: 130795.1 Forms Configurator and People Management Release 11i, Chapter 1, Forms Configurator and People Management, page 7 Note: 119843.1 Forms Configurator Options

[Top] Example Set Up 1. Create a custom Form US HRMS Manager responsibility +Security/Forms Configurator LOV choose template code PER_MAINTAIN_EMPS US Maintain Employees

In copy to section Template Code NN_PER_MAINTAIN_EMPS Template Name NN US Maintain Employees Enabled YES Legislation US +NN US Maintain Employees Change Date In designer open the template +NN US Maintain Employee +Items +Button 1 (Taskflow) visible = Yes Enabled = Yes +Button 2 (Taskflow) visible = yes Enabled = Yes +Button 3 (taskflow) visible = yes Enabled = Yes

+Button 4 (taskflow) visible = yes Enabled = Yes +Button 5 (taskflow) visible = yes Enabled = Yes Close designer 2. Create the taskflow From main menu +Security/Task flow definitions Create a new taskflow Name: NN TASKFLOW Legislation: UNITED STATES NODE Name: PEOPLE_MANAGEMENT Down arrow Name: ELEMENTS Arrow up Make sure NAME IS BACK TO PEOPLE_MANAGEMENT NAVIGATION OPTIONS 1 Elements button clicked Close window 3. Complete System Administrator Tasks Switch responsibility to system administrator

+Application/Function Enter Function: PERWSQHM_NN User Function Name: NN People Management - Elements Tab to the right make sure type = FORM Click in the Form TAB Form: People Management Application: Oracle Human Resources Parameters: TEMPLATE_NAME="NN_PER_MAINTAIN_EMPS" WORKFLOW_NAME="NN TASKFLOW" Save and close form functions. +Application/Menu query user menu Name: US HRMS Navigator or whatever menu you are using. Add a new sequence to the bottom seq 91 Prompt: NN Test Template Function: NN People Management - Elements SAVE 4. Finish Set Up Log completely out of application and log back in as US HRMS Manager Look at the bottom of the menu you will see NN Test Template (NOTE: This function can be placed elsewhere on the menu if you like) [Top] Steps to verify the setup is correct

Open NN Test Template Effective date NO People by Name Select your employee Show details Entries tab is there click that you now have elements

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Oracle E-Business Suite > Human Capital Management > Human Resources > Oracle Human Resources

Forms Configurator - Options [ID 119843.1] Modified 26-FEB-2010 Type BULLETIN Status PUBLISHED Checked for relevance on 26-Feb-2010 Related Documents ----------------NOTE:119841.1 - Forms Configurator Overview FORMS CONFIGURATOR - OPTIONS ----------------------------The following is a description of the configuration options you can use when designing your template. The options are shown in the order that they appear on the Forms Configurator tool. Template Properties Template Code Displays the internal name for the template. This code in combination with the Legislation uniquely identifies the template. You use this name when adding the window to the user's menu. Template Name Specifies the descriptive name of the template. Enabled ~~~~~~ A template can be enabled or disabled. You can only choose the Run Template option from the Tools menu for a template that is enabled and linked to a menu. Disable a template when it is no longer in use. Legislation ~~~~~~~~ Specifies the legislation of the template. Leave the legislation option blank to create a generic template. The system automatically displays the appropriate legislative version of a template for a user, or the generic version if there is no legislative version that matches the legislation of the user's Business Group. Description ~~~~~~~~ A longer description of the template can be provided. Help Target ~~~~~~~~~ You can add your own help target to display a particular help topic. This will override the default context-sensitive help call of the form.window name. Note: The target you enter here will have the name of the window from which you have called help appended to it. Together these form the complete target. For example, if you have defined a help target called HIREPER for your

template and you call help from the Summary window, then the help target generated will be HIREPER.SUMMARY_WINDOW. Online Help Targets for Templates Further Information ~~~~~~~~~~~~~~ Use this flexfield to enter additional configuration information for the template. For example, for the People Management templates this flexfield enables you to specify which window is displayed first and which person types are allowed. Window Properties Window Name ~~~~~~~~~~~ Specifies the name of the selected window. There are three windows available: Summary, Find, and Maintenance Title ~~~~ Specifies the title of the window. This name will be displayed at the top left of the window. Height ~~~~~ Sets the height of the window in inches. Width ~~~~ Sets the width of the window in inches. X Position and Y Position ~~~~~~~~~~~~~~~~~~~~~~~~~ Sets the position of the window using co-ordinates. X sets the horizontal position and y sets the vertical position. Alternatively, you can use the arrow keys to move the window around. Canvas Properties Canvas Name ~~~~~~~~~~~ Specifies the name of the selected canvas. The canvases available depends on the window you are creating: Background Canvases The Maintain, Summary, and Find canvases fill in the background of the window. You cannot amend the properties of these canvases. Tab Canvases The Maintain Tabs, Summary Tabs, and Find Tabs canvases define the area of the window in which you will be able to define tabs. Find Results Canvas

The Find Results canvas defines the area of the window in which you will be able to define the Find Results region. Visible ~~~~~ Set this to Yes if you want the canvas to be displayed to the user. Height ~~~~~ Sets the height of the canvas in inches. Width ~~~~~ Sets the width of the canvas in inches. X Position and Y Position ~~~~~~~~~~~~~~~~~~~~~~~~~~ Sets the position of the canvas using co-ordinates. X sets the horizontal position and y sets the vertical position. Alternatively, you can use the arrow keys to move the canvas around. Tab Page Properties Tab Page Name Displays the name of the tab. The tabs available to you depend on the window you are editing: Find - The find window has six tabs you can set up for any use. Maintain - The Maintain window has ten tabs available. Three tabs have been set up to be used specifically for Extra Information Types (EIT), Special Information Types (SIT), and the checklist. Summary - The Summary window has ten tabs available. One tab has been set up to be used specifically for the checklist. Visible ~~~~~~ Set this to Yes if you want the tab to be displayed to the user. Label ~~~~ This only applies to buttons or check box items. The label describes the button or individual check box. If the item is a check box or button you can define an access key (or keyboard shortcut) by preceding the appropriate letter in the label with an ampersand (&). For example, to use ALT+P (in the Microsoft Windows environment) as the access key for the Picture window, enter the label &Picture. Do not use the following letters since they are used on the Oracle Applications menu: A, E, F, G, H, Q, S, W. There is no validation to prevent the same letter being used more than once in the same window. Navigation Direction

~~~~~~~~~~~~~~~ Sets the tabbing order for the items in the tab. This can be left to right, or top to bottom. Item Properties Item Name ~~~~~~~~~ The item name is the name of the data item or field, such as LAST_NAME, you have currently selected in the Forms Configurator Items branch. If you are working with a predefined template, only the fields used in that template are displayed on the Forms Configurator Items branch. You can add other fields to your template from the form. Window Name ~~~~~~~~~~~ Displays the window name on which the field is used. You cannot change this property. Each field has an associated window. There are three windows available: Summary, Find, and Maintenance. Tab Page Name ~~~~~~~~~~~~~ Displays the name of the tab or tabs in the window where the field will be positioned. You can choose a tab by clicking the button next to this field to see the available tab pages you can use. Visible ~~~~~ Set this to Yes if you want the field to be displayed to the user. If it is set to No, the user will not see the field but the field and its value are still in use. For example, the Secure check box on the Find window is not visible but the box has been checked. The user cannot see the check box on the window but the security restriction still applies. Height ~~~~~ Sets the height of the field in inches. Width ~~~~~ Sets the width of the field in inches. X Position and Y Position ~~~~~~~~~~~~~~~~~~~ Sets the position of the field using co-ordinates. X sets the horizontal position and y sets the vertical position. Alternatively, you can use the arrow keys to move the field around. Enabled ~~~~~~~ Specifies whether the user

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