Configuring the Oracle PeopleSoft Suite Plug-In 3-7
4.
Click the user to which to assign the role. A detailed page of user information displays.
5. Click the Roles tab. A listing of roles assigned to the user displays.
6.
Enter AXF_ROLE in a blank field clicking the + icon to create a blank row if needed, or click the magnifying glass icon to search for the role.
7. Click Save. The user can now access AXF functionality on Oracle PeopleSoft
pages.
3.3 Placing AXF Components on Oracle PeopleSoft Pages
You configure AXF components on Oracle PeopleSoft pages using the Oracle PeopleSoft Application Designer and the AXF tables in Oracle PeopleSoft.
Determining Primary Keys for Oracle PeopleSoft Screens If needed, follow these steps to determine the primary keys for specific Oracle
PeopleSoft screens.
1.
In the Oracle PeopleSoft application, navigate to the page to enable.
2. Press Ctrl+J. In the info page, note the Page and Component entries for the
selected screen.
3. In the Application Designer, select FileOpen and choose Page from the Definition
field.
4. In the Name field, enter the page name you noted in step 2 and click Open.
5. Select the Order tab at the top.
6.
From the set of fields listed, identify the field that is the most likely unique ID for example, VOUCHER_ID for Invoice Entry and note the record name.
7. From the Insert menu, choose the Definitions into Project command, and select
Records
from the Definition Type field.
8. In the Name field, enter the record name you noted in step 6 and click Insert.
9. Select the record in the list and click Insert. The record is inserted into the Project
Tree on the left.
10.
Expand the Records tree on the left, then expand the record you added. The primary keys are listed at the top, with a gold key icon to the left of the key name.
Note the primary keys.
Sample Primary Keys Table 3–1
Sample Primary Keys Screen
Page Name Record Name
Primary Key
Maintenance Management Work Order Management Work Order
WM_WO_HDR WM_WO_HDR
BUSINESS_UNIT Maintenance Management Work
Order Management Work Order WM_WO_HDR
WM_WO_HDR WO_ID
Asset Management Asset Transactions Owned Assets
ASSET_GENERAL_01 ASSET
BUSINESS_UNIT
3-8 Administrators Guide for Oracle Application Adapters for Oracle Enterprise Content Management
About Placing AXF Components on Oracle PeopleSoft Pages There are two categories of AXF components for use on Oracle PeopleSoft pages:
■
User interface items refer to AXF buttons, links, and menus you place on an
Oracle PeopleSoft page. Five of each are provided for example, AXF_BUTTON_1 through _5. The Managed Attachments solution uses these user interface items
only.
A user interface item becomes active when positioned on a page. If AXF_ BUTTON_1 is placed on multiple pages in the same Oracle PeopleSoft component,
it shares the same configuration across the pages. To configure different actions for each page in the same component, use a different user interface item for example,
AXF_BUTTON_2. Note that you can reuse user interface items on different Oracle PeopleSoft components without conflicts.
■
System event components refer to pre- and post-save items you place on an
Oracle PeopleSoft page that trigger a pre- or post-save system event. The Imaging solution uses both user interface and system event items.
System events, like user interface items, are configured at the Oracle PeopleSoft component level. However, because they are not visible to the user, they are
triggered when appropriate regardless of the page on which they are placed. For example, the AXF_POST_SAVE_SBP and the AXF_PRE_SAVE_SBP items are
placed on specific pages; if a Save event occurs on a page in an Oracle PeopleSoft component that is being saved, the configured command executes.
– The AXF_POSTSAVE_SBP item captures SAVE_POST_CHANGE system
events, which execute a configured command after an Oracle PeopleSoft component is saved.
For example, you might configure a SaveInvoice command to invoke during the SAVE_POST_CHANGE event, so that whenever an action inserts a new
Oracle PeopleSoft transaction record, the SaveInvoice command automatically performs a save.
–
The AXF_PRE_SAVE_SBP item captures SAVE_PRE_CHANGE system events, which execute a configured command before an Oracle PeopleSoft component
is saved.
Steps For Placing AXF Components on Oracle PeopleSoft Pages 1.
Open the AXF_PS_Integration Project in Oracle PeopleSoft Application Designer.
2.
Open an Oracle PeopleSoft page to enable. For example, open VCHR_HEADER_ QV2.
3.
From the Pages folder, select a button or link and drag it onto the Oracle PeopleSoft page in an appropriate location.
4.
Save the page. Asset Management Asset
Transactions Owned Assets ASSET_GENERAL_01
ASSET ASSET_ID
Quick Invoice Entry VCHR_QV_SBP_HDR
VCHR_HDR_QV BUSINESS_UNIT
Quick Invoice Entry VCHR_QV_SBP_HDR
VCHR_HDR_QV VOUCHER_ID
Table 3–1 Cont. Sample Primary Keys
Screen Page Name
Record Name Primary Key
Configuring the Oracle PeopleSoft Suite Plug-In 3-9
3.4 Configuring AXF-Related Oracle PeopleSoft Tables
