1. Programming workcenters
SESSION 35537
Mon Mar 7, :30 AM

2. presenters Matthew Engel Neeru Ailawadi
Senior Programmer Analyst, University Information Systems
Stony Brook University
Assistant Director, University Information Systems
Stony Brook University
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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. WORkcenter application packages

10. 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

11. Programming a workcenter link
Uses Application Packages/Classes

12. 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

13. XX_Workcenter_DASHBOARD
Delivered Application Package
Contains Workcenter Fundamental Classes

14. 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

15. 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.

16. 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>)

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

18. GetToolTip GetToolTip
Returns A String That Is Used To Display The Tooltip

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

20. 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

21. 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

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

23. Creating PDF Output
Query To File

24. Creating pdf output
BI Publisher

25. Creating PDF Output
Use JAVA Calls
iText
PDFClown
jPod
PDFJet
PDFBox

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

27. 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

28. Concluding thoughts
ANY QUESTIONS?

29. presenters
Matthew Engel
Neeru Ailawadi
Senior Programmer Analyst, University Information Systems
Stony Brook University
Assistant Director, University Information Systems
Stony Brook University
all Alliance presentations will be available for download from the Conference Site

30. THANK YOU!