Prepared by: Session ID: Programming Workcenters Matthew Engel Senior Programmer Analyst Information Systems Stony Brook University

About Me Matthew Engel Senior Programmer Analyst University Information Systems Stony Brook University Years Computer Programming Experience PeopleSoft Developer for 5 Years Oracle Database 18 Years Finance and Budget

Stony Brook University Founded in 1957, One Of The State University Of New York’s Four University Centers There Are A Total Of 64 Campuses In The SUNY System We Are Part Of The AAU (Association of American Universities)

More About Stony Brook University  We Are Part Of The AAU (Association of American Universities)  Ranked One Of The 30 Best Values In Public Colleges And Universities By Kiplinger  Ranked In The Top One Percent Of The World’s Higher Education Institutions By The Times Higher Education World University Rankings  One Of Only Ten Universities Nationwide Recognized By The National Science Foundation For Combining Research With Undergraduate Education  About 25,000 students.  Over 16,000 Undergraduates  Over 8,000 Graduate Students

STONY BROOK & ORACLE Finance 9.2/PeopleTools 8.53 HCM 9.0/PeopleTools 8.53 CS 9.0/PeopleTools 8.53 In Production With PeopleSoft Since 1998

Our Story  Crystal Going Away With PeopleTools 8.55  Options For Replacement  BI Publisher Only  Programmatic PDF Generation  Other Reporting Options (Excel?)  Workcenter Is A User Friendly Option

What We Did  Married Technologies For Better User Experience  Created An Application Package For A WorkCenter  Created A Method Which Will Run A Query/Create PDF  Can Run The Query Directly To PDF File Or Use BI Publisher  Parameters Can Be Passed To The Query Programmatically

Agenda/Contents Starting With A BI Publisher Report, Create A Workcenter Link Which Opens A PDF. 1.WORKCENTER APPLICATION PACKAGES What Are They And How Can We Use Them? 2.WORKCENTER APPLICATION CLASSES MyWorkLink Class And The Constructor Class 3.CUSTOM APPLICATION CLASSES Inheriting The MyWorkLink Class Creating A Callback Function 4.OTHER CRYSTAL OPTIONS

WORKCENTER APPLICATION PACKAGES

What Is An Application Package?  A Storage Container For PeopleCode Application Classes  Can Contain Other Application Packages  Accessible From Any Other PeopleCode  Classes Should Be Grouped By Purpose Or Function

Programming a Workcenter Link Uses Application Packages/Classes

Application Package Hierarchy  XX_WORKCENTER_DASHBOARD  (FS_WORKCENTER_DASHBOARD)  Delivered Finance Application Package  XX_YY_WORKCENTER DASHBOARD  (FS_AP_WORKCENTER_DASHBOARD)  Delivered AP Dashboard Application Package  Inherits From Finance Application Package  CUSTOM_DASHBOARD_APP_PKG  (SU_FSA_WORKCENTER_DASHBOARD)  Customized Dashboard  Inherits From Finance Application Package

XX_Workcenter_DASHBOARD  Delivered Application Package  Contains Workcenter Fundamental Classes

Programming a Workcenter  FS_WORKCENTER_DASHBOARD:MyWork:Pagelet:MyWorkLink  Delivered Interface Class  Contains Basic Workcenter Functionality  Designed To Be Inherited  method OnLinkClick  method GetRowExists  method GetRowCount  method GetToolTip  method FilterXctnData  property WhereStr

OnLinkClick  OnLinkClick –Executes When The User Clicks The Link –Used For Setup/Initialization And Display Of The Component –PITFALL: The System Can Not Open A Component In A New Window From A New Window.

GetRowExists  GetRowExists  Inherited Method Used To Indicate If Link Is Available SELECT 'X' FROM FSPC_WRKCNT_TMP where exists (select 'x' from ps_ where )

GetRowCount  GetRowCount  Inherited Method The Displays A Rowcount Next To The Link  PITFALL:  MUST Select ‘Show Count’ On Pagelet Setup

GetToolTip  GetToolTip  Returns A String That Is Used To Display The Tooltip

Wherestr  WhereStr  Used For Filtering The Record  Must Be Set With A Dummy “1=1” If No Filtering Is Needed

XX_YY_WORKCENTER_DASHBOARD  Delivered WorkCenter Application Class  Classes Can Be Imported To Utilize Pre-written Functionality  Classes Can Be Used As A Template For Custom Classes

Custom Application Package  Separate Package For Each Group  i.e. A Set Of Voucher WorkCenter Pages Are Put In ‘Voucher’ Package  MyWorkLink Class In Each Package  Each MyWorkLink Class May Be Different For Each Package  Report Class Also In Each Package  Called From The Run Control Record (Callback Function)  Contains The Methods Which Runs The Report

Report Class  Constructor  Sets %Super To Parent Class (MyWorkLink Class)  Sets LinkWhereStr

Creating PDF Output  Query To File

Creating PDF Output  BI Publisher

Creating PDF Output  Use JAVA Calls  iText  PDFClown  jPod  PDFJet  PDFBox

Callback Functions  Callback Functions  Called From The Record PeopleCode  Call The Application Class For Functionality

Other Options: Queries and Views  Both Can Be Put On The Workcenter Menu  Queries Allow Drilldown Ability  Views Allow Data Analysis Programmatically  Views Allow More Programmatic Options

Concluding Thoughts ANY QUESTIONS?

Presenters Senior Programmer Analyst, University Information Systems Stony Brook University Matthew Engel

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