4 CFAS Maintenance Screen

Once the attribute structure and other relevant details have been planned out, you can set the attributes up in the system using the CFAS Maintenance screens. Data Loading screen via spreadsheet upload/download for Custom Flex Attributes. The Data Loading screen is accessible from Foundation Data sidebar navigation. This chapter also describes how you can use the CFAS Maintenance screens to set up the CFAS attributes.

Additional Considerations

The following considerations apply to all the screens mentioned in this chapter:

CFAS Administration Role

To access the Custom Flex Attribute Setup group and CFAS Maintenance screens, ensure that you have the CFAS Administrator (CFAS_ADMIN) role associated with your user account. For more information, see CFAS Administration Role.

Character Limit for Labels

The CFAS Maintenance screens enable you to set up labels for the attribute, attribute groups, attribute group sets, record groups, codes, and entities. When activated, the labels set for the attribute group sets are the screen text that appear on the Options menu and labels set for other objects are the field prompts in the CFAS UI. To avoid any overlap issues in the user interface and data consistency, it is recommended that you maintain a 60 character limit for all the labels and 40 character limit for the entity key labels.

Download/Upload:

The screen to upload/download the spreadsheet for CFAS setup can be accessed from. Foundation Data->Data Loading->Download. In Download Data screen, select Template Type : Administration and

Template: Custom Flex Attribute Foundation.

Click on Download button which download existing Data which is in database to a spreadsheet.

The spreadsheet has following sheets in order:

CFA_Entity

CFA_Group_Sets

CFA_Group_Set_Labels

CFA_Groups

CFA_Group_Labels

CFA_Record_Groups

Figure 4-1

After doing the necessary changes in the spreadsheet, this can be uploaded to set up CFAS attributes.The screen can be accessed from Foundation Data->Data Loading->Upload. select Template Type: Administration and

Template: Custom Flex Attribute Foundation.

Click on Upload button which uploads the data from spreadsheet to Database.

Setting Up Entities

While downloading all the pre-enabled entities will be present in spreadsheet. You can only add Validation Function in this sheet.

The CFA_Entity sheet will have following columns:

Action: Only Update scenario will be present to add the Validation Function for an entity.

Entity: This column will have all the pre-enabled entities which were entered during seed data. This column is not updateable.

Validation Function: This is the only updateable column in the Entity sheet.

SettingUpRecordGroups

The Record Group Spreadsheet enables you to set up record groups for the attributes with List of Values (LOV) widget type. For more information on record groups, see Record Groups.

CFA_Record_Groups sheet has following columns:

Action: This field is a dropdown which contains Create, Update or Delete action for a record group.
Record Group ID: The record group ID is a unique number which is a mandatory field.
Record Group Name: Enter a valid name for the record group.
Query Type: This is a drop down which contains "Simple" and "Complex" query types.

Simple: The below fields are for Simple queries.

Table Name: is a mandatory field. Enter a relevant database table for the query.

Value Column and Description Column: Enter the relevant column and description column for the query.

Where Column, Operator, Condition: Set a condition for the query by specifying values under this column.

After a successful upload a record group query will be generated.

Complex: Unlike simple queries, the user interface does not provide you the ability to set a query. You must work with your database administrator to build and record the query for your record group. However, for Complex Query record groups, users should not provide the columns. Instead, the Query needs to be updated through the backend. Because column1 and column2 are based on the Query, they should also be updated through the backend, along with Query.

CFA_Record_Group_Labels: Record Group Labels has following columns:

Action: This field is a dropdown which contains Add, Update or Delete action for a record group labels.

Record Group ID: This is a mandatory field, please enter a unique number.

Language: Enter a valid Language.

LOV Title: Enter a relevant list of values title.

Value Column Header and Desc Column Header: Enter a header name for the value column and description column.

Note:

When the Action is Create the number entered in Record Group ID should be same for both CFA_Record_Groups and CFA_Record_Group_Labels sheet. Note that a new sequence will be generated for the Create scenario after successful upload of the record.

SettingUpAttribute GroupSets

The Attribute Group Sets sheet enables you to set up attribute group sets. For more information on attribute group sets, see Attribute Group Sets.

CFA_Group_Sets sheet has following columns:

Action: This field is a dropdown which contains Create, Update or Delete action for a Attribute group set.

Group Set Id: The Group Set Id is a unique number which is a mandatory field.

Rms Base Table Name: Enter the Entity for which the Attribute Group Set will set up.

Display Order: Enter a valid number that indicates the order in which the attribute group set label will appear in the Options menu of the relevant RMS base form.

Group Set View Name: enter a valid group set view name for the attribute group set. It is recommended that you start the name with V_.

Staging Table Name: enter a staging table name that you want to create and associate with this attribute group set. It is recommended that you start the name with STG_.

Qualifier Function, Validation Function, and Default Function: enter the planned functions for the attribute group set. For more information, see Attribute Group Sets.

CFA_Group_Set_Labels sheet has following columns:

Action: This field is a dropdown which contains Create, Update or Delete action for a record group labels.

Group Set Id: The Group Set Id is a unique number which is a mandatory field.

Language: Enter a valid Language.

Label: enter the name that will appear for the attribute group set in the

Options menu of the base RMS form.

You can define a hot key by putting a & character before any character in the label you want. This makes the attribute group set label in the Options menu to appear with a hot key. It can be used as a keyboard shortcut to quickly access the CFAS user interface.

For example, consider that you want to set up a attribute group set label as Create Special Order. To set up the letter S as the hot key, enter the & character before the letter S in the CFA_Group_Sets sheet. The label will then read as Create & Special Order. Once activated, the label name in the Options menu will read as Create Special Order. Notice the underline under the letter S which indicates that it is the designated hot key for the menu option. Ensure that you maintain a list of assigned hot keys to ensure that they remain unique for each base RMS form.

You must now set up attribute groups.

Note:

When the Action is Create the number entered in Attribute Group Set ID should be same for both CFA_Group_Sets and CFA_Group_Set_Labels sheet. Note that a new sequence will be generated for the Create scenario after successful upload of the record.

SettingUpAttribute Groups

The Attribute Group Sheet enables you to set up attribute groups. For more information on attribute groups, see Attribute Groups.

CFA_Groups has following columns:

Action: This field is a dropdown which contains Create, Update or Delete action for a Attribute group set.

Group Id: The Group Id is a unique number which is a mandatory field.

Group Set ID : enter the relevant group set ID. This will be the identification code of the attribute group set you set up in the CFA_ Group_Sets sheet.

Display Order: enter a valid number that indicates the order in which the attribute group label will appear.

CFA_Group_Labels has following columns:

Action: This field is a dropdown which contains Create, Update or Delete action for a Attribute group set.

Group Id: The Group Id is a unique number which is a mandatory field.

Language: Enter a valid Language.

Label: enter the name that will appear for the attribute group set in the Options menu of the base RMS form.

Note:

When the Action is Create the number entered in Group ID should be same for both CFA_Groups and CFA_Group_Labels sheet. Note that a new sequence will be generated for the Create scenario after successful upload of the record.

You must now set up attributes. To open the Attribute Maintenance screen, you can access the screen from the main menu or click the Attributes button on the Attribute Group Maintenance screen.

Note:

The upload status can be tracked in Review Status screen.This screen displays the errors occurred during spreadsheet upload. Screen is accessible from Foundation Data->Data Loading ->Review Status

Setting Up Attributes

The Attribute Maintenance screen enables you to set up attributes. For more information on attributes, see Attributes.

To set up attributes:

From the main menu, expand Application Administration, and then click Custom Flex Attributes.
On clicking the custom flex attributes, the Attribute Maintenance screen appears.

Figure 4-2 Attribute Maintenance Screen
On the Attribute Maintenance screen, select the relevant entity ID, attribute group set ID.
Click Add icon to add a new attribute.
Figure 4-3
To edit an already existing attribute, click the display attributes button to list the attributes and then use the edit icon to start editing the attribute.

Enter information in the following fields:

In the View Col Name field, enter a valid column name.
In the Data Type drop-down list, select a relevant data type. You can choose from VARCHAR2, NUMBER, and DATE.
In case you selected VARCHAR2 or NUMBER in the Data Type field, the UI Widget Type drop-down list gets enabled.
In the UI Widget Type drop-down list, select a relevant widget type. Based on the data type you selected, the following options appear in the UI Widget Type drop-down list:

– For VARCHAR2 data type, the Text Item, List of Values, List Item, and Check Box widget types appear.

– For NUMBER data type, the Text Item and List of Values widget types appear.

In the label text field enter the label in primary language
Set a display order in the Display Order field.
In case you selected List of Values widget type, the Record Group field gets enabled. Use the LOV button to select one of the available record groups. Record groups are set up in the Record Groups Maintenance screen.

In case you selected List Item widget type, the Code Type field gets enabled. Use the LOV button to select one of the available code types. Code types are set up in the Code Type Maintenance screen.

Note:

A current limitation in Oracle Forms causes the check box label to offset when selected. This may occur when you set up a single attribute with the Check box widget type.

To avoid this issue, it is recommended that you add another attribute to the screen.

In the Validation Function field, enter a valid validation function planned for the attribute.
In case you want to keep this attribute enabled in the CFAS user interface, keep the Enabled check box selected.
In case you selected the Text Item widget type, the Max Length field gets enabled. Set the maximum number of characters allowed in the field.
In case you selected the Number data type or date data type, the Lowest Allowed Val and Highest Allowed Val fields get enabled. Set the lowest and highest allowed values in the field.
In case you want to set this field as mandatory, select the Required check box. You must also ensure that the Enabled check box is selected.

Click Apply. Notice that a new attribute is added.
Once an attributes is the labels for the attribute can be updated in the attribute labels section.

Figure 4-4 Attribute Labels Maintenance Panel
In the Attribute Labels Maintenance screen, select the relevant language using the Language LOV button, and then click Show Labels.

Figure 4-5
Under Label, enter relevant labels for the attributes. Click OK+Add Another to set up labels for other languages.
Click OK to close the Attribute Labels popup.

Once you have set up all the information into the system, it is recommended that you test and review all the attribute group sets for each entity using the View UI button in the Attribute Maintenance screen.

After verifying that all the screen layouts look correct and work as expected, you can proceed with running the cfagen.ksh batch script and make the CFAS attributes available for use in RMS. For more information on the database scripts, see CFAS Database Scripts.