Defining Dynamic Displays

This section provides an overview of dynamic displays and discusses how to:

Define general dynamic display options.
Define field and layout options for dynamic displays.

Pages Used to Define Dynamic Displays

Page Name	Definition Name	Navigation	Usage
Display Definition	EODI_DYN	select Enterprise Components, then select Desktop Integration, then select Dynamic Display Definition, then select Display Definition	Define general dynamic display options.
Fields and Layout	EODI_DYN_FIELDS	select Enterprise Components, then select Desktop Integration, then select Dynamic Display Definition, then select Fields and Layout	Define field and layout options for dynamic displays.

Understanding Dynamic Displays

Dynamic Displays allow the display of information from your PeopleSoft system alongside items in Microsoft Office. You can use Dynamic Displays to show any information contained within the PeopleSoft system and those displays can optionally be shown automatically alongside the Microsoft Office items. The information contained within a Dynamic Display can also be driven contextually by the current item. For example, customer information from the PeopleSoft system can be displayed alongside an inbound customer email, or contact in an address book.

Display Definition Page

Use the Display Definition page (EODI_DYN) to define general dynamic display options.

Navigation

select Enterprise Components, then select Desktop Integration, then select Dynamic Display Definition, then select Display Definition

Image: Display Definition page (1 of 2)

This example illustrates the fields and controls on the Display Definition page (1 of 2). You can find definitions for the fields and controls later on this page.

Image: Display Definition page (2 of 2)

This example illustrates the fields and controls on the Display Definition page (2 of 2). You can find definitions for the fields and controls later on this page.

Dynamic Displays dynamically set up the form and format with the required action fields, and then pass the information back to the form.

Dynamic Display ID

The ID of the dynamic display is supplied as defined earlier. This must be a unique ID across your organization.

Description

The name of the dynamic display. Enter a unique name for this display.

Display Action

Select the display action. Values are:

Automatic: The display is automatically shown if the transaction requests.
On Request: The user must use the Display ribbon action item to display.

You must use the Display ribbon action or menu item to display.

Display Position

Select the initial position of the Dynamic Display. Values are:

Right
Left
Top
Bottom
Floating

Display Restriction

Used to restrict the position change of the Dynamic Display. This is useful if the display layout does not function well in a particular mode.

None
No Horizontal: Display restricted to Right, Left or Floating.
No Vertical: Display restricted to Top, Bottom or Floating.
Frozen: Display cannot be moved.

Display In

Select the Microsoft Office application areas where the Dynamic Display is available. Values are:

Microsoft Outlook Main Page: The main frame of Microsoft Outlook; not tied to any single Microsoft Outlook item.
Microsoft Outlook Contact
Microsoft Outlook Task
Microsoft Outlook Appointment: Includes any appointment, including meetings.
Microsoft Word
Scheduling Assistant: The PeopleSoft Scheduling Assistant, used for PeopleSoft meetings.
Microsoft Outlook Email

When you select Microsoft Outlook Email, Email Mode becomes available for optional selection.
Email Mode: Controls which email modes the Dynamic Display is available in.

Values are:
- Read and Compose
- Read
- Compose

Layout Type

Controls the layout method for the Dynamic Display. Values are:

Automatic: Display layout is computed automatically based on the Row and Column assigned to individual controls (recommended).
Custom: Display layout is precisely controlled by the X and Y layout positions.

Display Width

Width of the Dynamic Display. This will be ignored for Top or Bottom Display Positions.

If a display is a LEFT or RIGHT display position, then it will always go from top to bottom of the current page (but you can control the width).

Display Height

Height of the Dynamic Display. This will be ignored for Top or Bottom Display Positions.

If a display is a TOP or BOTTOM display position, it will always go the entire width of the current page (but you can control the height).

Columns

Number of columns for the display layout.

Column Width

Width of columns for the display layout.

Rows

Number of rows for the display layout.

Row Height

Height of rows for the display layout.

Package Name

The name of the package that defines the PeopleSoft Application Layer for this process. This is unique for each process.

The Application Class information and data here is where you point to the code that will be called for your specific PeopleSoft Application Layer functions. This is needed only if you are modifying or adding new integrations. PeopleSoft Applications deliver these defined for their delivered integrations.

The package name, path and class ID are specific to the registration. For delivered registrations, the fields are populated with application specific data.

When creating new registrations, these classes are defined beforehand in PeopleSoft Application Designer. This applies to all registrations.

Path

The path of the dynamic display sample. Select the path where the dynamic display samples can be found.

Class ID

Select a unique ID for the class.

Control Record Name

Optional record name. Fields from this record name can be defined as defaults in the Fields and Layout information to quickly build a Dynamic Display.

The properties of the record fields are also used.

Authorized Users

Source

The source of the authorized user. Select from the drop-down list box. Values are:

User ID
Role Name
SQL User List

You do not need to create a user ID for each; you can simply use the email address. The user ID does not need to match the email or PeopleSoft user ID. You can also create generic user IDs.

The field to the right is automatically populated based on the source that you specify.

(the blank field to the right of the Source field)

Depending on the Source that you select in the Authorized User section (User ID, Role Name, SQL User List), a corresponding list of options becomes available for selection.

Fields and Layout Page

Use the Fields and Layout page (EODI_DYN_FIELDS) to define field and layout options for dynamic displays.

Navigation

select Enterprise Components, then select Desktop Integration, then select Dynamic Display Definition, then select Fields and Layout

Image: Dynamic Displays - Fields and Layout page

This example illustrates the fields and controls on the Dynamic Displays - Fields and Layout page. You can find definitions for the fields and controls later on this page.

Default Position

Click this button to set the default positions for the Row and Column numbers of all fields on the page. The system uses the row height and column width from the main page to calculate the X and Y position of the fields. This button is only visible when you select the Custom layout type on the Display Definition page.

See Display Definition Page.

Sort Fields

Click to sort the fields within the scroll by Row and Column number.

Refresh Fields

Click to refresh all fields within the scroll with the fields from the Control record defined on the Display Definition page.

Field Name

Enter or select a unique name (must be unique within this display). All code references to the field will use this name.

Field Type

Select a value from the drop-down list box: Values are:

Button
Chart
Date
Drop-down List Box
Grid
Hyperlink
Number
Text
Tree

Length

Enter the length of the input data. This field is valid for Text and Number field types only.

Prompt Table

Select a prompt table record name for the text field. Only valid for Text field types.

When you select a Prompt Table record name for Text field types, a Prompt Table edit check box becomes available. This option asks Should Prompt Table be used as an edit table?

This is only valid for Text field types where a Prompt Table has been defined.

Visible

Select to define the control as visible.

Display Only

Select to define the control as visible in the display only.

Trigger Event On Field Change

Select to trigger a field change event on the server if the current field is changed.

Decimal Positions

Enter the number of decimal positions in the number. This field is valid and enabled for Number field types only.

Button Action

Select the action to be performed when the button is clicked. This field is valid and enabled for Button field types only.

Values are:

Capture Document Contents
Capture Document Selection
File/Document Download
File/Document Upload
Insert Into Current Document
None

Layout

Row Number

Enter the number of rows for automatic layout.

Instead, you can click the Default Positions button to set the default positions for the Row and Column numbers of all fields on the page. The system uses the row height and column width from the main page to calculate the X and Y position of the fields. This button is only visible when you select the Custom layout type on the Display Definition page.

Column Number

Enter the number of columns for automatic layout.

Height

Enter the height of the control. If you leave this value as 0, the system uses the current row height as the default.

Width

Enter the height of the control.

If this is a Display Only field and you leave the value as 0, the system will display the entire item.

If this is an Input field, you must specify the display Width of the input field.

X Position

Specify the absolute position for this control. This field is only visible when you select the Custom layout type on the Display Definition page.

Y Position

Specify the absolute position for this control. This field is only visible when you select the Custom layout type on the Display Definition page.

Label Type

None, Text, RTF Short or RTF Long

Select one of these radio buttons as the label type:

None
Text: Uses the hardcoded text that is supplied.
RTF Short: Looks up the internal short text for the field, based on the supplied Field Label.
RTF Long: Looks up the internal long text for the field, based on the supplied Field Label.

RTF Long and RTF Short are only valid options if the field name provided exists as a valid field without PeopleSoft Application Designer.

Field Label ID

When you select either RTF Short or RTF Long for the label type, specify the Field Label ID.

Field Label ID is only a valid option if the field name provided exists as a valid field without PeopleSoft Application Designer.

Label Width

Specify the width reserved for the label for this item. To line up all items on a single Dynamic Display, keep this number consistent across all fields.

Text

When you select Text for the Label Type, specify the label text.