Managing Folder Definitions
Once you learn to customize a folder block's layout and query criteria, you need to learn to save your customizations as a folder. You can create and save new folders, or open and delete existing folders. When you open a new folder, the layout for the new folder simply replaces the layout for the current folder.
To create a new folder:
1. Choose New from the Folder menu.
The Create New Folder window appears.
2. Enter a new folder name.
The name must be unique for the Oracle Applications sign-on you use and for the entity that the folder represents. For example, if your folder queries employees working in the sales department of Chicago, you could title your folder similar to 'Salereps - Chicago'
- Always - automatically queries for a subset of records each time you open the folder definition
- Ask each time - opens the decision box when the folder is opened. Choose Yes to query.
4. Check Open as Default if you want this specific folder definition to open as your default each time you navigate to this folder for the first time after invoking the form.
5. Check Public if you want other Oracle Applications users to have access to this folder definition. They can even use it as their default folder, but only you can modify it.
6. Choose OK when you are done.
The name that you assign to this folder appears in the upper left corner of the folder block next to the Open Folder button, whenever you open this folder. The original default folder definition provided with the product does not have a folder title unless you save it with a new name.
To recover the original default folder definition for a folder block:
Once you create a custom folder definition and make it the default, you can recover the original default folder definition shipped with the product by performing these steps.
1. Select Save As from the Folder menu when you are in the custom default folder.
2. Uncheck Open as Default in the Save As window that appears.
3. Choose OK when you are done.
4. To display the original default folder definition, close and reopen the form.
Attention: If you like this original default folder, you should give it a name and save it without making any changes before you create any new folders. This way, you can open the original folder by choosing it from a list of predefined folders.
To open another folder:
1. Choose Open from the Folder menu to load a predefined folder. You can also press the Open Folder button located in the upper left corner of the folder block.
2. Select a private or public folder from the list window that appears and choose OK to replace the current folder with the new folder.
To save changes to a folder:
1. Choose Save from the Folder menu to save any layout or query changes made to the current folder or choose Save As from the Folder menu to save the current folder under a new name. If there are any pending changes to the data in the form you will be prompted to save the changes or cancel the save.
2. If you choose Save As, complete the information requested in the Save Folder window that appears and choose OK.
This window prompts you for the same information as the Create New Folder window.
Attention: If you save a folder to "Open as Default", then open another folder and save that second folder also as "Open as Default", the second folder becomes the new default.
Attention: If you modify a public folder in any way, saving it makes it a private folder. However, if you open and save a public folder to "Open as Default" with no other changes, you merely save a reference of that folder as a private default.
To delete an existing folder:
1. Choose Delete from the Folder menu.
2. Select a folder from the list that appears and choose OK to delete the folder. You can only delete folders you have created. If there are any pending changes to the information in the folder you will be prompted to save the changes or cancel the delete.
If another user is referencing that folder definition as their "Open as Default" folder, that reference gets deleted as well.
Using the Folder Tool Palette
Querying Records in a Folder
Customizing the Layout of a Folder