Example: Auto Decimal. This table shows how Auto Decimal affects a numeric field control with a length of 4. The Label tab enables you to set the label that appears on the control. This can be the long or short name that is specified on the record definition or other text. Use this tab to verify the label ID that is used as the internal reference. This section applies to the following controls: edit boxes, long edit boxes, check boxes, drop-down list boxes, group boxes, radio buttons, and static text.
Select the type of label. If you want the label to remain blank, you must first set up a blank label in the field definition that you are using. The blank label then appears as an option in the Label ID drop-down list box. Select to display no control label on the page. Use this option for controls such as related displays. Select to display text that you enter in the Text field. The default text is the long name for the field from the associated record definition.
Select to display the RFT short name for the field from the associated record definition. Select to display the RFT long name for the field from the associated record definition. Enter the text exactly as it should appear on the page. The default is Dummy Name until you assign a record and field to the control. This field is only enabled if you selected Text as the type. Otherwise, it displays the label text assigned to the field for the Label ID you select. Select from the drop-down list box the label you want to appear for the page field.
The choices available here are based on the Label ID column and the Long Name column for the selected field definition. The default setting for this option is Use Default Label. This default is determined by the label you select as the default for the field definition.
Click to split your control label into multiple lines at the position of the cursor in the Text field. A thick vertical bar character appears in the Text field. When you close the properties dialog box, the label is split into multiple lines. This option is only active when you select Text for the Type. Select an option to control the color, font, and other characteristics of a label. If you do not select a different label style from the default, Use Default Style, the system uses the label style specified on the style sheet on the PeopleTools Options page.
The label alignment in the page field properties controls the alignment for both page fields placed on a page and page fields as grid columns. For a grid column, the label becomes the column heading and is aligned within the column boundaries as specified by this attribute, either left, centered, or right.
These position options are available for edit boxes, long edit boxes, and drop-down list boxes only. Positions label immediately adjacent to the left side of the field. Left is the default position of the label for fields newly added to the page. If you move the label on the page from the left position, PeopleSoft Application Designer changes the selection to Custom.
Positions label above the field. Selecting this option automatically moves the label to the top of the field. If you later move the label on the page from the top position, PeopleSoft Application Designer changes the selection to Custom.
Indicates that the label has been manually moved on the page. Labels can be adjusted using the keyboard arrows. Selecting this option does not automatically move the label on the page. See Moving Labels. This option is only enabled if the label is set to the custom position. The system moves the label for that control to the left position.
The position indicator in the page field properties does not change from Custom. Note that you may need to readjust the positioning of other fields and labels to accommodate this change. If you move a page field label manually on the page, the label position in the page field properties dialog box automatically updates to Custom. Select to display the label only with the first occurrence of a child page field in a scroll area. No colon. Select this option if you do not want a colon to display at the end of the label text.
This option is selected by default for edit boxes, long edit boxes, and check boxes. Special Label Considerations. A little documentation now can save you time in the future, should you modify this page again.
For example:. When defining labels for columnar controls in a multi-occurrence scroll, you can apply several techniques. The first technique is to select First occurs only. This limits the display of the label to the control's first scroll occurrence, allowing the label to be used as a column heading. The second technique is to select No colon to omit the colon from the label, because column headings typically do not need a colon. The Use tab defines how to use the page field on the page.
You can make fields display-only or invisible. Use this tab to define the display and related control fields and the processing of the control. These controls contain the same or very similar use properties: edit boxes, drop-down list boxes, check boxes, images, long edit boxes, and radio buttons.
Select to prevent users from modifying the contents of the control during application data entry. The system automatically selects Display Only when you select Related Field. Select to identify the control as associated with multicurrency processing. This causes the field to appear at runtime only if Multi-Currency is selected on the PeopleTools Options page. Select to make the control physically present on a page but invisible to users.
Typically, you add an invisible control because it's required for a PeopleCode program that is associated with the page. An invisible control can also be used as a display control field. Select to indicate that the field controls another field on the same page level. The controlled field is a related field. For example, on many pages, Department ID is the display control field and Department Name is the related field.
Show Label. Select to make the control label visible while the control itself is invisible. This option is useful if you add an invisible display control field to a page to show its related description. Show Label is selected only if Invisible is selected.
Select to specify that the contents of this control are ruled by another control on the same page level—one that you selected as a display control field. When you select this check box, the system automatically selects the Display Only option.
It also makes the Related Control Field drop-down list box available for you to select the related control field. When you select Related Field, Display Only is automatically selected. If the related field is located on a record definition with multiple keys, relate the display field to the lowest-order key field that both record definitions have in common—with the exception of EFFDT and EFFSEQ—on the control record definition.
Wrap Long Words. Wraps long words that do not contain spaces, such as long URLs, in a page field at runtime for Microsoft Internet Explorer only. The word wraps to the length of the field set at design time. Other browsers automatically stretch the width of the page to accommodate the longer text. This option has no impact at runtime to applications running on browsers other than Microsoft Internet Explorer. This setting is cleared by default.
Wrap Long Words is available for edit boxes, long edit boxes, and drop-down list boxes only. It can be applied to stand alone page fields and grid columns. For edit boxes and drop-down list boxes, this option is disabled if Disabled Edit Control is selected.
The system does not restrict an edit box or drop-down list box that is configured as Display Only and Text Only to one line of height. The text is wrapped to the next line as necessary. Also, the Wrap Long Words property does not impact the word wrapping behavior of shorter words that can be accommodated by the page field size at runtime.
This text automatically wraps at word boundaries in accordance with the page field size regardless of whether this option is set. When you select Related Field, a list of all controls on the page that are marked as display control fields appears in this drop-down list box. Select the field to which this control is related. You must define the use of the initial control field before it appears as an option in the Related Control Field drop-down list box. For example, after the Pay Group field is designated as a display control field, it appears in the Related Control Field drop-down list box for the control that you set as the related field.
Note that the number that appears before each entry in the Related Control Field drop-down list box is the page field order number associated with that entry. Display-Only Appearance. These properties, in conjunction with other attributes you apply to the field, such as Display Only on the Use tab or the Gray function in PeopleCode to disable the field, and whether or not the field is in a grid, control the base style the system uses to render these controls at runtime.
The base style then changes depending on the attributes that you select and where you place your field, as shown by the default base style examples in the following table. If you choose a custom base style for the field on the Record tab of the control properties, the system uses the style's associated display only and disabled variants as appropriate to create the additional looks.
As a result, these fields render differently at runtime, as shown in the example below. If the field is outside of a grid, for example, selecting the Display Only field use option with the Text Only appearance option displays the field value as disabled text within a grayed border, whereas if the field is located in a grid with the same attributes, the field value renders as display only text without a border.
The previous examples may render differently at runtime depending on the style sheet that is in use. Pop-up menus are lists of menu items that you can associate with a field on a page. At runtime, the menu appears on a separate page as a list of links to related pages. Designate these links when creating a pop-up menu definition. You can then associate the newly created pop-up menu with a field on your page on the Use tab in the properties dialog box for most controls. This page field icon appears if the pop-up menu contains more than one item.
The user goes to a new page to select among the menu items listed. This icon also appears if PrePopup PeopleCode is associated with the pop-up menu and there is only one item remaining in the list after the PeopleCode has run. The transaction page opens automatically. This page field icon appears if the pop-up menu contains only one menu item.
In this case, the user goes directly to the assigned transaction page. Enables deferred processing for this page field. A transaction can run in two modes: deferred and interactive. Enables the system to issue a save warning for the field if the user changes the value and attempts to exit the page before saving. This setting reinforces current save warning behavior.
This option is set by default for edit boxes, long edit boxes, radio buttons, check boxes, and drop-down list boxes. Clearing this option overrides the save warning that normally displays to users. The user will not see a save warning after changing the value of the field and attempting to exit the page. An example of when this might be necessary is for a drop-down list box that includes links to another page. If the user selects a link from this field to transfer to another page but has not made any other changes to the page, it is not necessary for the system to issue a save warning.
By clearing the Set Component Changed flag, you insure that no save warning message is issued for this field. This option works for fields associated with a derived work field or database record field. See Inserting a Push Button or Link. The General tab enables you to specify an optional internal page field name that is referenced by the page. Grids and scroll areas have additional settings on the General tab that are described later.
The Enable as Page Anchor check box is available for all controls that have a page field name. Enter a name for the page field that you are creating. This is a system-only setting. It does not appear as the label for the page field. The page field name enables you to refer to a particular field on a page using PeopleCode. Select to apply an anchor tag to the current page field on the page. If you select this check box, you must add a page field name to identify this field when setting the related control for the link.
See Specifying Destination Types. The display control and related display fields must both be at the same level. Search level fields, such as those shown above the horizontal rule, are display-only fields. Because of the nature of control fields and related fields, PeopleSoft recommends that you:.
Change the label type for the related field to None so that it doesn't appear on the page. The display control and related fields must be in the correct order on the order page. The display control field must be positioned before the associated related field; otherwise, a warning dialog box appears when you save the page. Also, fetching the related field after the control field is entered requires a transmission to the server at runtime. Related edit fields are slightly different from related display fields.
Related edits enable users to enter descriptive values instead of code values and enable prompting on those descriptive values. Changing the value in the control field updates the related edit field, and changing the value in the related edit field updates the value in the control field. If appropriate, the control field can be display-only or even invisible to hide code values from the user. At runtime, when a user edits a related edit field, it is treated as if the user changed the control field directly.
Edits, including any assigned PeopleCode, are run on the control field. PeopleCode is not run for the related edit field. The following partial screen shot is an example of a related edit field with a control field that is available for entry. When entering company information, the data-entry clerk may not have all company codes memorized, but instead knows just the name of the company.
By entering the more descriptive company name in the Description field, the related edit field the company code display control field is automatically populated in the Company field. If the user enters Payroll in the Description field and exits that field, the system searches for a match to this value and populates the field if only one is found. The field reads Payroll Services Technology. If more than one match is found, the field turns red, and an error message appears indicating that the user must use the lookup page to view all related values.
Alternatively, the user could enter more detailed information in the field before clicking the prompt to further narrow the search. At design time, you set up a related edit field in the same way that you create a related display field, except that you clear the Display Only check box in the Field Use Options group box so that the field is active at runtime. The control field's prompt table is used. You do not need to define a prompt table for the related edit field, just the control field.
The related edit field must be an alternate key in the prompt table. PeopleSoft recommends that the related values in your prompt table be unique so that there is a one-to-one mapping to the control values. This prevents the user from receiving a warning and having to access the prompt page to select the proper value. In some instances, you may not want the control field to be apparent to the user.
While PINs are key values, and therefore very important for tracking and storing information in the database, you may not want to distract the user with such a number. However, you still want this data to be entered into the database with the transaction. Related edit fields are particularly helpful in these situations. You can associate the PIN field with a descriptive field and have only the descriptive, related edit field appear on your page. To do so, hide the control field using PeopleCode.
If the hidden control field that you select is a required field, PeopleSoft Pure Internet Architecture changes the related edit field into a required field as well. At runtime, an asterisk appears next to the field label, marking the field as required. If the user does not enter information in the related edit field, the system displays an error message.
Your page design may require an invisible control field. For example, if users are interested only in the contents of the related display field, then make the control field invisible. Unlike visible control fields, you can overlap an invisible control field and its related display field. Access the properties dialog box for the invisible control for which you want the label to appear.
The order of the controls that are on your new page is important to both how your users interact with the page and how the component processor interprets the underlying record and field relationships. The logical processing order—governed by levels—that the system requires to correctly process the page data.
As you add controls to a page, the system automatically builds a processing control order list that can be viewed on the Order tab of the page definition. Usually, you don't want to preserve this order for processing, so you can reorder your controls on the Order tab to indicate how the system should process your page. Organize fields from top left to bottom right in a page. Include most important information at top. Use group boxes to group related fields and indicate the hierarchy of information on a page.
Guidelines for grouping information include:. Controls at these levels must be enclosed by a scroll area or grid. At design time, these levels can be stacked. At runtime, they appear nested. Tab ordering through a page at runtime is strictly defined by page field ordering. When you add a control to a page, PeopleSoft Application Designer automatically inserts it in the order list based on where you position it on the page. You can manipulate the ordering of fields on your page by moving them up or down on the Order tab in the page definition.
In doing so, you also change the tab order that users follow as they move through fields on the page. In general, field tab order should flow from top left to bottom right on a page. The flow should reflect the way that the eye naturally scans information. On a page with multiple scroll levels, the tab order should follow the scroll level order, from Level 0 to Level 1, and so on. In a noncolumnar page, the tab order should go from left to right on each line from top to bottom as depicted in this figure:.
In a columnar page, the tab order should go from the top to the bottom of the first column, then from the top to the bottom of the second column, and so on. Fields that share the same label should follow consecutively in the tab order from left to right. After you have placed all of the controls on your page, you should test the tab order. You can do this using either the test mode or by viewing the page in the browser.
Using the View Page in Browser mode is more useful because you can also check the placement of controls and subfields that are on your page. In these testing modes, you can enter data into edit boxes and select radio buttons and check boxes. However, you cannot save data that you enter, and push buttons and links do not function.
The tab order that you establish at design-time may not apply for all browsers. The sequence number of each control is reflected in the Num column on the page report. You can easily mark where you need to move a control to make your page function properly, or you can look at the Lvl column on the Order tab of the page definition. For radio buttons to function in a single group, they must be associated with the same record field and be listed together on the Order tab of the page definition.
The only control that you can place between related radio buttons is the static text control to extend radio button labels. Put the text immediately after the radio button to which it relates. Level-Based Controls. List level-based controls scroll areas, grids, and scroll bars immediately before the first control that they govern, followed by the controls that are directly governed by that control. Level-based controls directly govern all controls that are listed below them on the order list until they encounter another level-based control that is at the same or lower level higher occurs level number.
Display Controls. Place display controls before related displays that they govern. The related display controls don't have to follow the display controls immediately, but they must be inside the same scroll area or scroll. However, if you have more than one related display control, placing each immediately following its display control makes the order page easier to read and understand.
The Order tab of the page definition displays attributes about each of the page fields and their field order. The ID column represents the order in which the field was added to the page. If you modify the order of page fields on the page, note that the numbers assigned to each field remain constant.
Thus the IDs may not always appear in sequential order. The field ID displays on the Compare report when a database compare is performed to assist you in identifying specific page fields. Reorder page fields on the Order tab by dragging them in the same view. Changing the order list doesn't change the physical location of controls on the page. It changes only the logical order or tab order in which controls are processed. When you've added and arranged all of your controls, you may want to print your page definition to see how you might need to reorder your controls.
The Order tab also governs processing rules for scrolls and record or field relationships. Consider which controls are associated with which scroll area or scroll bar and which secondary relationships are important to page processing. The Order view appears. Use this view to change the logical processing order of fields on your page. To move a control to another position in the control order list, select the control that you want to move.
The system moves the control to the new location in the list. The ID value remains static. The visual display of the page still looks the same—changing the order list doesn't move the control on the page, only the logical processing order of the control. Use the Order view to locate a field on a page definition. Using this method of locating fields is useful when you are working with detailed page definitions that contain many fields.
You can rearrange the order list on the Order tab so that the logical control order reflects the physical control order as shown on the Layout tab. You can use this tool in either the Layout or Order view for your page definition. The system creates the default order by reading the page as though it was on a pixel-by-pixel grid, from top to bottom and left to right.
Use the default ordering option sparingly on existing pages. It may offset any previous order that was created. However, on new pages, you may find default ordering a useful starting point for your control order list. Provide adequate space between controls on a page so that fields and their labels don't touch or overlap other controls or labels in PeopleSoft Application Designer. If they do, then when your page appears in the browser, the label is offset automatically and the overlapped control might shrink.
You can layer or overlap fields only if the one that you are overlapping is set to Invisible on the Use tab of the properties dialog box for that control. When you move through the data entry controls on a page, the component processor recognizes only visible, unhidden fields as available for entry. You can layer multiple invisible fields. However, you must set up your stacks of edit boxes so that all but one field in the stack are invisible or hidden at RowInit time. You can design pages for inquiry purposes only.
Inquiry pages are usually based on search records that extract specific information from different tables to display different views of your database, such as a summary of expenses by department. Build in sufficient display control and related field relationships to show relevant descriptions.
When using level-based controls, disable the row action buttons so that the user cannot add or delete rows. Aligning Page Controls Page design mode in PeopleSoft Application Designer provides relative alignment functionality in the page definition toolbar to help you ensure that your controls are aligned relative to each other, both horizontally and vertically. The relative alignment tools are enabled when two or more controls on the page are selected.
Select controls by pressing Ctrl and clicking each field on the page. Leave the last control to be selected as the guide, or anchor, by which all other selected controls are aligned. The anchor control does not move when you select an alignment button. Controls can also be selected using the group selection method of dragging the cursor around the controls. Page fields can be moved manually after relative alignment, though previous alignment is not preserved.
Selecting Controls. Page definitions permit controlled access to application data. The system can validate the data, write it to the database, and then retrieve and display it upon request. Behind the scenes, the component processor—the PeopleTools runtime processor—builds SQL statements that are based on the actions that you perform on pages. The component processor:. As you design your pages, some features can adversely affect page performance.
There's always a tradeoff between eliminating a useful feature and speeding up page processing. Guidelines for improving page performance include:. Be judicious about references to record definitions other than the primary record definition under each scroll area. Put the field control on the appropriate derived or work record, rather than on a regular data record definition to derive its value. When you open a page in a component, the system loads all record buffers from the entire component into buffers.
Do not remove table edits to improve performance, even though an edit against another table causes a short pause. Frames, scroll areas, scroll bars, grids, and group boxes all create HTML tables, which, in some browsers, might slightly degrade the performance of your system.
Apply deferred processing when possible to fields, pages, and components. Designing Pages for Optimal Performance and Accessibility. PeopleCode and the Component Processor. Page fields are associated with a specific record field. You can access the PeopleCode for that record field from the page field in the page definition. You might add PeopleCode to a field to achieve a variety of tasks, ranging from real-time editing of fields to altering the appearance of fields on a page.
You can also associate PeopleCode with a component, component record, and component record field. The PeopleCode editor appears, providing access to all of the PeopleCode for the record that owns that field. Accessing PeopleCode and Events.
During the page design process, you should periodically view how your page looks in the browser. How you design your page in PeopleSoft Application Designer may look different when viewed online, particularly if you are using subpages that contain multiple fields. To do this, select Layout, View in Browser. This feature is helpful if you are changing any of the style characteristics of the page or aligning and spacing controls, such as scroll areas. The View in Browser feature provides only a rough idea of how your page might look.
For a more complete view of the page at runtime, including the navigation header, assign your page to a component and add it to the existing menu structure using the Registration Wizard. You can test your page in any browser by changing the default browser to one other than Microsoft Internet Explorer. After you set up a new browser, you can select in which browser you want to view your pages. You must select the correct path and browser application for the new browser to function properly.
The table shows this conversion:. This feature is mainly used for debugging purposes and is not needed for the creation of pages. The file is named according to the page name and the browser that you select. Notepad or another text-based application appears with the HTML that was used to create your page. Different browsers might have different methods for viewing the HTML for your page. To adjust the look or function of how your page looks in the browser, do so in PeopleSoft Application Designer.
Each time that you open the page in the browser, it reverts to the settings of the original page definition. In some cases, the page name online differs from the actual name of the page definition in PeopleSoft Application Designer. While viewing a page in the browser, locate the page definition name by right-clicking the page and selecting View Source from the drop-down menu. In most cases, the page name is in the sixth or so line of code after Page:. You can also identify the component and menu definitions for your page next to the page definition name.
Producing Pages This section provides an overview of page production and discusses how to:. If you are changing pages or deleting controls in the page definition, use the tools in the Edit and File menus. To avoid making changes that might adversely affect your application database, review your plans with your database administrator.
Together, you can evaluate the impact that your actions might have on your system database as a whole. There are several additional steps in the page design process that help make future editing of page definitions easier. After you design your page, you must set the attributes for how your page should function and make sure that you have the proper documentation to assist you when performing upgrades.
Access the Page Properties dialog box by selecting File, Definition Properties in page definition mode. Use the General tab in the Page Properties dialog box to document the page. Enter both short and long descriptions of the page here. You can also document what changes have been made, or must be made, to a page. Access the Page Properties dialog box. Select the General tab. Enter a description and any comments about the page and assign an Owner ID.
Select the Use tab. Page Type. Use the standard page, or select subpage or secondary page from the drop-down list box. See Understanding Subpages. See Understanding Secondary Pages. This is the standard option for viewing pages in the portal, making room for the universal navigation header and the menu.
Most pages should be developed using this option. It is the standard option for viewing pages, making room for the navigation header and the menu. Selecting this option provides an optimal display for users with a x resolution, showing the full transaction page and the menu. Users with an x display, will see the full transaction page without the menu when the menu is enabled.
This option provides a default page size of x in PeopleSoft Application Designer. For the power user, this is a high-resolution option. Use only for creating pagelets for the portal. This size is most usable because it can be viewed in both the narrow area and the wide area of the portal. While the width is set to , you can set the height. This size can be displayed only in the wide area of the portal.
Deprecated feature used only for Windows client users. This is designed for VGA resolution. This is designed for Super VGA resolution. These pages provide space for the window title, menu bar, toolbar, folder tabs, and status line, as well as space at the bottom for the taskbar. Select to set a specific page size other than those listed previously.
Set the width and height manually. Select a different style sheet for a specific page to override the style sheet that is selected for the application. Select a different page background style class to override the background style of the page style sheet specified above.
The style options you select do not necessarily appear the same in the design time and runtime rendering of the page. For example, font and page control sizing metrics are different in the design time Windows environment and the runtime browser environment. As such, when developing pages, do not rely entirely on the rendering of the page in PeopleSoft Application Designer to gauge layout issues, such as font size and the placement of controls.
All pages should be viewed in the runtime browser environment and adjusted accordingly. See Defining Pop-up Menus. Allow Deferred Processing. Clear if you want the page and all of its fields to follow standard processing. Deferred processing is the default. When you save your page, the system performs various edits and issues warning messages as appropriate. The warning explains any errors that are associated with each control.
You can disregard these messages and save your work anyway, but you cannot view the page in the browser until all errors are corrected. Access the explanation of an error message by clicking the Explain button in the warning message box.
You can fix the problem immediately or save the page and return later to correct it. To delete a page, particularly a subpage or a secondary page, first use the Find Definition References option to determine which page, component, and menu definitions refer to or use the page you want to delete. Renaming Definitions. Deleting Definitions. Finding Definitions. To keep track of your application definitions and refinements, print your page definitions and keep a log or binder with your new and revised pages as you reconfigure your applications.
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Using the PeopleSoft Application Designer Window Components. The PeopleSoft Applications Fundamentals PeopleBook contains common information. This chapter provides overviews of financial accounts, integration with legacy systems, and discusses how to: Set up account defaults. View financial account. Using PeopleSoft Application Designer, you can create, modify, and delete page definitions in your PeopleSoft system. This chapter provides an overview of page.