Subject: Adding attachment functionality to forms for Oracle Application Solution: A mini guide on the setup required to add

attachment functionality to forms, which can be used both for custom & standard form
y y y y y y y y y y

Enabling functionality Information Required Define Document Entities Define Document Categories Enable attachments for the form Define document categories to be available Define blocks to enable attachments for Identify block Identify Entities Validate functionality

Enabling functionality
With Application Developer responsibility, we'll use forms below Attachments menu to manage this feature. A custom form with this features not enabled, Turtle Logistic Entry (LGT), will be used for this test.

Picture 1

Create a new record with the following values: y y y y y Table: Base table name (MLS_LGT_TRANSACTIONS) Entity Id: Base table name (MLS_LGT_TRANSACTIONS) Entity Name: Business Object (Turtle Logistic Entry) Prompt: (Logistic POD) Application: Choose the application owning the base table from the list (Turtle Custom Application). y y y y y Form Name: MLS_LGTCUSTENTR_NEW Function Name: MLS_LGTCUSTENTR_NEW Block Name: MLS_LGT_TRANSACTIONS Base Table Name: MLS_LGT_TRANSACTIONS Primary Key Columns: MLS_LGT_TRANSACTIONS. Document Entities.Information Required Once the block we want to enable attachments for is identified. A table may have more than one entity associated with only one being the base and the others related (usually foreign keys). Open the first form of the attachments submenu. identifying its base table. Picture 2 . we have to identify the following information for it.LGT_NO Define Document Entities Is required to define the entity to which we want to relate attachments.

What we do here is to define a meaningful name to the use the attachment will have. given the user requirements. Open the Document Categories form. Information is stored in a long column. Specify the level at which attachments will be enabled. Long Text. In this example we'll define a Turtle Logistic Attachment category of type file. External files. Standard URI. . Many are already defined when installing and can be of the following types: y y y y Short Text. File.Define Document Categories We now enable the attachment categories to relate to the business object. URL. Opened in a Web Browser. for example Deal. create a new record and indicate a name for the category and the type to be used for it. as we can define more than one function for a same form). Picture 3 Enable attachments for the form Open the Attachment functions form. and assign the adequate type to it. We must review if default categories can be used and if not define new ones. Up to 2000 characters. Contract. loaded to the database trough and upload page akin to web mail attachments. whether form (global) or function (more specific.

Define document categories to be available Now. both for the base entity and related ones. We can optionally define attachments for each one of them. . Optionally define a context field to be used in the attachments window. Picture 5 Define blocks to enable attachments for Multiple blocks can exist in a form. Don't close the form. Click on the Categories button and specify the categories of choice. we have to associate document categories to be available as attachments for this form. For this example we'll use a default and a custom one. Comments and Turtle Logistic Attachment. save your entry.Picture 4 In the Name field specify the form or function short name. Save definitions and close Window.

such as a PO. Consider that we can have more than one entity in a block. This in combination with attachment level definition allows for security. in order to have more information related to the entity displayed in the attachments window. for example a base one and a foreign one. Picture 6 Additional security can be enforced at different levels of access. Organization (Manufacturing).Identify block Click on the blocks button and define a method. having information related to the header (base) and other to the vendor (related). having for example a manage function to allow changes and a query only one. . Have in mind that we can have more than one block per form. one at a time. Additional context fields can also be defined here. For the ³Turtle Logistic Entry form´ we only have a block. which can be Allow Change and Query Only. Save changes Identify Entities Click on entities button. MLS_LGT_TRANSACTIONS. Set of Books (Financials) or Business Unit (Human Resources).

in this case ³Turtle Logistic Entry form´ as previously defined. The SQL Statement tab is for advanced functionality and not within the scope of this guide. never or based on a condition verified against a field on the block. check the Include in Indicator check box. Main entity is used for the sample. When the first method is used and you want to have the attachment icons to show that attachments are associated with the entity. Picture 8 On the Primary Key Fields define all the fields used as primary key for the base table. Use the main Entity display method for attachments for the base entity of the block and related entity otherwise. always. On the Privileges Tab You can define if Query/Insert/Update and delete of attachments is allowed or not. Validate functionality .Picture 7 Indicate the Entity associated to the block.

Query or enter a new record and click on the attachments icon. and check for the paper clip button to be enabled. Picture 9 .Open the form. Turtle Logistic Attachment and comments must be available for the document categories.

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