Programming workcenters SESSION 35537 Mon Mar 7, 2016 8:30 AM

presenters Matthew Engel Neeru Ailawadi Senior Programmer Analyst, University Information Systems Stony Brook University matthew.engel@stonybrook.edu www.linkedin.com/in/mjengel Assistant Director, University Information Systems Stony Brook University neeru.ailawadi@stonybrook.edu www.linkedin.com/in/neeruailawadi 20+ Years Computer Programming Experience PeopleSoft Developer for 5 years Oracle Database 18 years Finance and Budget 17 Years Computer Programming Experience Taleo Technical Project Manager Integration Specialist

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. Stony Brook University

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 Stony brook & ORACLE

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. WORKCENTER APPLICATION PACKAGES What Are They And How Can We Use Them? WORKCENTER APPLICATION CLASSES MyWorkLink Class And The Constructor Class CUSTOM APPLICATION CLASSES Inheriting The MyWorkLink Class Creating A Callback Function 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

XX_Workcenter_DASHBOARD Delivered Application Package Contains Workcenter Fundamental Classes

Programming a workcenter FS_WORKCENTER_DASHBOARD:MyWork:Pagelet:MyWorkLink Contains Basic Workcenter Functionality Delivered Interface Class 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_<recname> where <some condition>)

GetRowCount GetRowCount PITFALL: 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 Make It A Drillable Query By Adding A Drilling URL Expression Views Allow Data Analysis Programmatically Processed Data Can Also Be Put Into Temp Table Views Allow More Programmatic Options

Concluding thoughts ANY QUESTIONS?

presenters Matthew Engel Neeru Ailawadi Senior Programmer Analyst, University Information Systems Stony Brook University matthew.engel@stonybrook.edu www.linkedin.com/in/mjengel Assistant Director, University Information Systems Stony Brook University neeru.ailawadi@stonybrook.edu www.linkedin.com/in/neeruailawadi all Alliance presentations will be available for download from the Conference Site

THANK YOU!