Chapter 1

:
Developing An Application
In this chapter, you will learn how to create and modify PeopleSoft
definitions using the Application Designer.
Chapter Objectives
This chapter teaches you how to:
• Create a Project
• Define a ield Definition
• Create a !ecord Definition
• "uild S#$ Ta%les
• Create a Page Definition
• Create a Component Definition
Chapter Contents
This chapter contains the following lessons:
$esson &: Creating a Project.....................................................................'
$esson ': Creating a ield Definition.........................................................(
$esson ): Creating a !ecord Definition...................................................&*
$esson +: "uilding an S#$ Ta%les...........................................................&)
,-ercise +.&: Create an S#$ Ta%le..........................................................&/
$esson 0: Creating a Page Definition......................................................'*
,-ercise 0.&: Creating a Page Definition.................................................)&
$esson (: Creating a Component Definition............................................)'
*/1&'1&+ &.&
Chapter &: De2eloping An Application De2eloping An Application
Lesson 1:
Creating a Project
The Project 3indow of the Application Designer is a graphical
representation of the definitions within PeopleSoft. 3hile creating a
project is not a re4uired step in de2elopment, it is useful in organi5ing
definitions as you configure and de2elop in the application.
6sing projects will help:
• 7rgani5e related definitions
• Show definition relationships
• 8anage de2eloper9s wor:
• Simplify upgrade tas:
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Project 3indow
Definition 3or:space
7utput 3indow
De2eloping An Application Chapter &: De2eloping An Application
Project Settings
"efore %eginning to sa2e PeopleSoft o%ject definitions into a project, it is
a good idea to chec: the following settings.
rom the Application Designer 8enu clic: Tools  Options
;These settings only need to %e done once in App Designer<
rom the Application Designer 8enu File  Project Properties
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and Ari5ona State 6ni2ersity
To :eep
from missing
definitions during
migrations, it is
%est to ha2e
o%jects
automatically
insert upon
changes.
Adding a
description and
comments to the
project greatly help
during upgrades in
determining
customi5ations to
%ring forward.
To
automatically load
your last project at
startup of App
Designer
Chapter &: De2eloping An Application De2eloping An Application
Practice – Creating a project
Access the application designer.
To create a new project:
1. Clic: File.
. Clic: !ew
". Clic: Project
#. Clic:
The project window should loo: li:e this.
$. Clic: File
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and Ari5ona State 6ni2ersity
De2eloping An Application Chapter &: De2eloping An Application
%. Clic: Project Properties
Add descriptions and comments
&. Clic:
'. Clic: File
(. Clic: Save Project As
1). Type in Project =ame ;AS6>?@S>P!7?<
11. Clic:
Project 3indow should reflect the new project name.
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and Ari5ona State 6ni2ersity
Project names
should %e preceded with
ASU_ to ma:e them easily
identified during an upgrade
process
Chapter &: De2eloping An Application De2eloping An Application
Lesson :
Creating a Fiel* De+inition
ield definitions represent a column in a ta%le or 2iew. These are stand
alone de2elopment definitions that can %e used in multiple record
definitions. A change to a field definition will %e effected in any record
definition it participates.
This is a partial e-ample of the Personal Data ta%le:
Personal Data Table
,-PL.D CO/!T012!-2FO0-AT !A-, !A-,
.!.T.ALS
!A-,
P0,F.3
SA***& 6SA Prince,=athan =P 8r
SA***' 6SA =orman,"ruce "=
SA***) 6SA Auhn,Tricia @ TA 8iss
SA***+ 6SA !ocha,?uan ?! 8r
This is a partial e-ample of the Address ta%le:
A**ress table
,-PL.D ADD0,SS2T1P, ADD0,SS1
SA***& B78, &)0C irst St.
SA***& 37!A &'*D 8onroe
SA***) B78, &&0) !andolph
SA***+ B78, &'(C 8ound2iew
Type of attri%utes to a field definition include:
• Data Type
• ield =ame
• ield $ength
• $ong =ame
• Short =ame
• ormatting
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Change to
,-PL.D field
definition
would
change it for
%oth ta%les
De2eloping An Application Chapter &: De2eloping An Application
Translate 4al5es
A PeopleSoft supplied translate ta%le is used as a prompt ta%le on certain
fields that don9t need indi2idual ta%les for prompt 2alues. =ormally, a
change to the 2alues is re4uested and then made %y a de2eloper. Ealues
from the translate ta%le should %e used if the following criteria is met on a
field:
• ield type is character
• ield length is & to + characters
• The set of 2alues is static and not maintained %y the users
• =o other fields relate to this field
• A fields prompt 2alues are not F1=
If a field does not display these characteristics and needs a prompt
2alidation, a separate prompt ta%le should %e constructed. To see a
field9s translate 2alues, ma:e the field definition acti2e, choose File,
De+inition Properties, Translate 4al5es ta%.
,-ample of the Translate ta%le
ield: ACAD,-.C2LOAD
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ACAD,-.C2LOAD holds
only ( distinct 2alues
;F676L6!6P6T< %ut it is a%le to
display the translate
descriptions of the $ong or
Short names.
Chapter &: De2eloping An Application De2eloping An Application
Practice – Creating a +iel* *e+inition
Access the application designer.
To create a new +iel* *e+inition:
1. Clic: File.
. Clic: !ew
". Clic: Fiel*
#. Clic:
A new character field opens in the wor:space area.
$. ill in the ield attri%utes
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and Ari5ona State 6ni2ersity
Character
$ong Character
=um%er
Signed =um%er
Date
Time
DateTime
,tc.
6pperCase
8i-edCase
=ame
SS=
,tc.
Multiple labels
allow the field to be used
on more than one page
and have differing labels.
hec! which
label is
default.
De2eloping An Application Chapter &: De2eloping An Application
,nter the ield Description.
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,nter a ield
Description %y:
Definition
Properties "utton
7r ile1Definition
Properties
7r !ight Clic: in
the Definition
3indow
Chapter &: De2eloping An Application De2eloping An Application
%. Clic:
&. Clic: File
'. Clic: Save
Type ield Definition =ame
(. Clic:
Changing an e-isting field definition does not change the underlying
S#$ ta%le in the data%ase until after the %uild process.
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ield
definition names
should %e preceded
with ASU_ to ma:e
them easily identified
during an upgrade
process
De2eloping An Application Chapter &: De2eloping An Application
Lesson ":
Creating a 0ecor* De+inition
ield definitions are grouped together to create a record definition. The
record definition is a representation of how the underlying S#$ data%ase
ta%le will %e %uilt in the data%ase and how it processes.
7n the tool%ar there are four %uttons that will change the
2iew of the record definition.
"utton Type Description
ield Display
=ame $ength,
ormat, Short =ame,
$ong =ame
6se Display
Aey related attri%utes,
default 2alues
,dits Display ,dit 7ptions
PeopleCode Display
ields with
PeopleCode
Practice – Creating a 0ecor* De+inition
Access the application designer.
To create a new recor* *e+inition:
1. Clic: File
. Clic: !ew
". Clic: 0ecor*

#. Clic:
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and Ari5ona State 6ni2ersity
Chapter &: De2eloping An Application De2eloping An Application
The o%ject wor:space appears so that you can %uild a list of fields in
a record definition.
$. Select ta% and choose !ecord Type
%. Insert ields into the !ecord Definition
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and Ari5ona State 6ni2ersity
S"# Table
is the default
selection and the
only one that
creates a database
structure capable of
housing application
data.
$nsert field definition
by Insert/Field
%r drag and drop
field in project
%r drag and drop
field from record
definition in project
All ta%le
names are created in
the data%ase with a
prefi- PS>
,ntering a =on.
Standard S#$ Ta%le
=ame o2errides that.
Bowe2er, due to
upgrade issues, it
should %e used with
caution.
De2eloping An Application Chapter &: De2eloping An Application
&. Clic: File
'. Clic: Save
Type !ecord Definition =ame
(. Clic:
Creating or changing a record definition does not affect the
underlying S#$ ta%le in the data%ase until after the %uild process.
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and Ari5ona State 6ni2ersity
!ecord definition
names should %e
preceded with ASU_ to
ma:e them easily
identified during an
upgrade process
Chapter &: De2eloping An Application De2eloping An Application
Lesson #:
85il* S9L Tables
ield and record definitions are simply %lueprints on how a ta%le is to %e
%uilt in the data%ase. 6ntil the %uild process is run for the record
definition there is no physical data%ase ta%le in which to house the
application data.
The %uild process also has the a%ility to alter the ta%le structure in the
data%ase should a change to an e-isting field or record definition occur.
This allows changes to an e-isting data%ase ta%le without losing the data
that is in the ta%le.
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85il* Current Project
7r
85il* Current 7%ject
De2eloping An Application Chapter &: De2eloping An Application
85il* Settings
The scope of the %uild is reflected in the scrolling window. This has the
entire scope of the records in a project, whereas %uilding only the current
o%ject in the definition window would ha2e simply one record.
To chec: b5il* settings:
Clic:
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Chapter &: De2eloping An Application De2eloping An Application
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Always chec: this
setting %efore creating
ta%les. If set to recreate
and the ta%le e-ist
DATA 3I$$ ", $7STG
Drop
and1or Tr5ncate
could result in lost
data.
De2eloping An Application Chapter &: De2eloping An Application
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and Ari5ona State 6ni2ersity
Chapter &: De2eloping An Application De2eloping An Application
Practice – 85il*ing an S9L Table
7pen a !ecord Definition in Application Designer.
To 85il* an S9L Table:
1. Clic: 85il* or 85il* 85tton
. Clic: C5rrent De+initions
". Chec: Create Tables H Create .n*e;es H Create 4iews
#. Clic:
$. Chec: 7utput 3indow for ,rrors
%. Eerify !ecord was created.
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and Ari5ona State 6ni2ersity
&ormally' you(d
want to 85il* script +ile
with the commands to build
the table to let the database
administrator create the
table in the database.
De2eloping An Application Chapter &: De2eloping An Application
,;ercise #<1: Create an S9L Table
In this e-ercise, you will create an S#$ Ta%le.
.nstr5ctions
Create an S#$ ta%le that trac:s an employee9s car license plate to a 2alid
lot num%er. An employee can %e eligi%le to par: their car in more than
one lot.
There are four lots
&. =orth $ot
'. South $ot
). ,ast $ot
+. 3est $ot
3ithin each lot is different le2el of par:ing:
• Standard
• Bandicapped
• Ealet
Include the following fields:
• ,8P$ID
• )))>$IC>P$AT,
• )))>$7T>="!
• )))_PA!A>$,E,$
Sa2e the ta%le as )))>AS6>PA!AI=@.
@i2e any new field and1or record definitions a description
Sa2e all o%ject changes to a project as AS6>)))>PA!A
"uild the S#$ Ta%le
Eerify the data%ase ta%le
7ints
 3hat fields are going to ma:e the record uni4ueI
 6se e-isting fields where appropriate.
 $icense Plates can %e a com%ination of num%ers and letters
 In order to sa2e data%ase space the $ot num%er field should only
ta:e up one character %ut %e a%le to display the character name.
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XXXJuser initials
Chapter &: De2eloping An Application De2eloping An Application
 Start a new project and sa2e %efore %eginning o%ject modifications.
8a:e sure to chec: settings so o%jects automatically sa2e into your
project.
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De2eloping An Application Chapter &: De2eloping An Application
Lesson $:
Creating A Page De+inition
The page interfaces %etween the user and the application data%ase. It is used to
ma:e the application data accessi%le for 2iewing and maintaining.
Level<8ase* Controls
The page design is a le2el.%ased construct in order to display parent.child
relationship %etween the data%ase records.
A page can display up to + nested le2els K $e2el *, $e2el &, $e2el ', and
$e2el ).
Level )
$e2el * contains the primary :eys to the underlying record of the page is
normally display only with data the users entered on the search page.
Level 1<"
The su%se4uent scrolla%le le2el is related to the pre2ious scroll le2el and
related %y their :ey 2alues. These scroll le2els will %e displayed %y one of
the following page controls:
• @rid
• Scroll Area
• Scroll "ar
Page De+inition Toolbar
The page definition tool%ar is used to act upon the definition of the page
itself. The following %uttons will wor: when there is an acti2e page in the
wor: area.
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and Ari5ona State 6ni2ersity
$e2el *
;Parent<
$e2el &
;Child<
Chapter &: De2eloping An Application De2eloping An Application
"utton Type Alternati2e Description
Page Properties
Alt=,nter
Page Description, Page Type, Page Si5e, etc.
Bide1Display
Project 3or:space
4iew6 Project
>or:space 7r
Alt=)
Bides Project 3or:space
Select @roup
,*it6 Select
?ro5p 7r Ctrl=P
Select a group of page items
Default 7rdering
La@o5t6 De+a5lt
Or*ering
!eorder all page controls %ased on page location
Test Page
La@o5t6 Test
-o*e 7r Ctrl<T
Test ta% order of page design
"rowser "utton
La@o5t6 4iew in
8rowser
Bow the page loo:s in the %rowser
Toggle Inspector
4iew6 Show Page
Control .nspector
Bide1unhide loating definition window
Auto Si5e
Si5e su%page or secondary page around page
controls
Toggle @rid
4iew6 Show ?ri*
7r Ctrl<?
Display1hide the page grid
$eft $a%el "utton
La@o5t6 Le+t Label
Position 7r Ctrl<D
Position la%el for currently selected page control
to the left of control item.
Earious Alignment
"uttons
Align select page fields
Show Belp Eiew Page Definition help

Page Controls
Page controls can %e added from the tool%ar %uttons, Insert menu item, or
alternate :eystro:e when page is acti2e in window.
"utton Type
Alternate
Aeystro:e
Description
rame

Draws a frame around page controls
@roup "o-
"
Draws a group %o- with a header
Bori5ontal !ule
=
Draws a line on a page
Static Te-t
L
Add static te-t
@rid Ta%
Seperator
A
Add a ta% into a grid structure
Chec: "o-
C
Chec: %o- ;used with fields with finite 2alues<
Drop Down $ist
"o-
D
Drop Down $ist %o- ;used on fields with translate 2alues<
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and Ari5ona State 6ni2ersity
De2eloping An Application Chapter &: De2eloping An Application
"utton Type
Alternate
Aeystro:e
Description
,dit "o-
,
,dit %o- ;used for entering1displaying record fields<
BT8$ "o-
B
Adds a %o- to put BT8$ Code
Image
I
Add an Image
$ong ,dit "o-
$
Allows entering of longer record fields
Push "utton1
Byperlin:
P Adds a push %utton1hyperlin: ;gi2es a%ility to put PeopleCode
for processing on a page<
!adio "utton
!
Adds a !adio %utton ;used for fields with finite 2alues<
Tree
T
Adds a tree structure
@rid
@ Adds a scrolla%le area in grid form to esta%lish a new le2el
record
Scroll Area
S Adds a scrolla%le area with a frame to esta%lish a new le2el
record
Scroll "ar
7 Adds a scroll %ar with no framewor: to esta%lish a new le2el
record.
Secondary
Page
F
Add a secondary page
Su%Page
6
Add a Su%Page
Chart
#
Add a Chart
Practice – Creating a Page De+inition
Access the application designer.
To create a new page *e+inition:
1. Clic: File
. Clic: !ew
". Clic: Page
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and Ari5ona State 6ni2ersity
Chapter &: De2eloping An Application De2eloping An Application
#. Clic:
The o%ject wor:space appears with a new page layout to %uild a page
definition.
$. Add Page Controls for $e2el *
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and Ari5ona State 6ni2ersity
De2eloping An Application Chapter &: De2eloping An Application
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and Ari5ona State 6ni2ersity
Add
controls such
as ,dit %o-es
%y drag1drop
record fields in
project.
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and Ari5ona State 6ni2ersity
Add
controls such as
,dit %o-es %y
Insert, ,dit "o-es
lets you place a
dummy name
field.
Dou%le Clic: on
the edit %o-
%rings up the
Properties "o-
for that page
control
De2eloping An Application Chapter &: De2eloping An Application
%. ill in ,dit "o- Properties
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and Ari5ona State 6ni2ersity
,sta%lish 0ecor* and
Fiel* !aAe for the data
that should display on
page
7ther options
that determine
how the ,dit
"o- will
function
Chapter &: De2eloping An Application De2eloping An Application
Add $a%el to the ,dit "o-:
&. Clic:
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The /se ta%
on the properties %o-
has all the options on
how the field will
function on the page
@enerally, any
:ey field on $e2el * will
%e set to Display 7nly
since it is populated from
the search record.
De2eloping An Application Chapter &: De2eloping An Application
'. Add a scrolla%le le2el & control
Double lic! on the *rid Area will bring up the *rid +roperties ,o-
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Chapter &: De2eloping An Application De2eloping An Application
(. Add ields to the Scrolla%le $e2el
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Determines main ta%le
of the scroll area.
Determines $e2el
=um%er
Determines num%er of
records to initially fill the
scroll area.
8a:e scroll area acti2e
and .nsert page control to
add a dummy field.
7r
DragBDrop fields from
Project Area
De2eloping An Application Chapter &: De2eloping An Application
1). Clic: on the Or*er ta% to see the le2el structure
11. Clic: or File6 Save
Type +age Definition &ame
1. Clic:
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and Ari5ona State 6ni2ersity
Page
definition names
should %e preceded
with ASU_ to ma:e
them easily identified
during an upgrade
process
Chapter &: De2eloping An Application De2eloping An Application
,;ercise $<: Create A Page De+inition
In this e-ercise, you will create a Page Definition.
.nstr5ctions
Create a Page Definition to display the employee9s cars that are eligi%le
to par: in the campus par:ing lots.
Display the following information:
• ,mployee Id
• ,mployee =ame
• Car $icense Plate
• Par:ing $ot
Sa2e the Page Definition as )))>AS6>PA!AI=@.
Display Par:ing $ot with its character name.
Eerify the data%ase ta%le
7ints
 6se e-isting fields where appropriate.
 $icense Plates can %e a com%ination of num%ers and letters
 In order to sa2e data%ase space, the lot num%er field should only
ta:e up one character %ut %e a%le to display the character name.
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De2eloping An Application Chapter &: De2eloping An Application
Lesson %:
Creating A CoAponent De+inition
The component definition is the representation of a logical %usiness transaction. It
will contain related pages that should %e processed together. The pages of a
component should %e designed to share the same search record.
There are two ta%s for 2iewing a component K definition and structure.
De+inition Tab
The component definition 2iew displays all the page items and component
attri%utes.
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The
component
definition window
will re2eal the
collection of pages
that are associated
with the component.
,ach ta% represents
a page definition.
Chapter &: De2eloping An Application De2eloping An Application
Str5ct5re Tab
The component structure shows records and scrolls in a tree representation. It
pro2ides information a%out page le2els and component records and their roles. Fou
can dou%le.clic: the o%jects in this 2iew to open their definitions.
Practice – Creating a CoAponent De+inition
Access the application designer.
To create a new coAponent *e+inition:
1. Clic: File
. Clic: !ew
". Clic: CoAponent
The o%ject wor:space appears so that you can %uild a collection of
pages in the component definition.
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and Ari5ona State 6ni2ersity
The component
structure window will
re2eal the structure of the
%uffer as well as
PeopleCode that is
associated with records
and fields.
indicates there is
PeopleCode associated
with the record.
De2eloping An Application Chapter &: De2eloping An Application
#. Insert Pages into the Component definition.
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and Ari5ona State 6ni2ersity
Pages can also %e
inserted into the component using
the Drag an* Drop method using
pages in2ol2ed in the project
definition.
Chapter &: De2eloping An Application De2eloping An Application
$. Clic: File6 Save or
Type omponent Definition &ame
%. Clic:
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and Ari5ona State 6ni2ersity