3 Working with Content and Layouts

This chapter contains the following topics:

Important:

You may not be able to perform the tasks in this chapter on a mobile device.

3.1 Understanding Content and Layouts

Your EnterpriseOne administrator grants permission for you to create, publish, and modify content and layouts for an enabled EnterpriseOne form. In addition to these permissions, your administrator must also enable content security to authorize you and other enabled users to work with and view content types.

See "Managing Content Security for Composite Application Framework" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

Assuming content security is enabled and the appropriate permissions have been granted, the system supports creating these types of content:

  • Web Page URLs

  • Embedded EnterpriseOne Forms

  • Oracle Business Intelligence Enterprise Edition (OBIEE) Objects

Important:

To create OBIEE content, the Oracle BI Enterprise Edition and the Oracle BI Applications adapter for EnterpriseOne must be installed and setup for your environment, and you must have permission to access this environment.

See Configuring a Business Intelligence Connection

You use the Edit mode of the Composite Application Framework to create content and layouts. All content must be saved on a layout.

Your administrator grants permission to create these two types of layouts:

  • Personal layouts, which are available only to you.

  • Shared layouts, which can be published and shared with other users.

The content on shared layouts is available for other authorized users to use on their layouts for the same enabled form.

Note:

The Composite Application Framework application is shipped with a limited number of content frames allowed for a layout. You can request your system administrator use Server Manager to change the CafeOne Maximum Contents per layout setting under the Web Objects Settings heading. Adding additional content frames might cause performance degradation.

3.1.1 Understanding Web Page Content

Web page content is the information that you see when you access an Internet site using a URL address. Within the Composite Application Framework, you use the web page content the same way as when you access the web page typing a URL in a web browser address bar. You can map the web page content to the enabled EnterpriseOne form so that when information on the enabled EnterpriseOne form changes, the web page content changes.

3.1.2 Understanding Embedded EnterpriseOne Form Content

The embedded EnterpriseOne forms feature enables you to design a composite application that provides beginning-to-end information relevant to a functional area (such as equipment, customers, suppliers, inventory, collections, employees) on a single browser window. The functional area is identified by an enabled EnterpriseOne application form and relevant information that is available on one or more embedded EnterpriseOne forms and from other sources (such as a web page or a business intelligence object). You can map the embedded EnterpriseOne form content to the enabled EnterpriseOne form so that when information on the enabled EnterpriseOne form changes, the embedded form content also changes.

3.1.3 Understanding Oracle Business Intelligence Content

Creating Oracle Business Intelligence Enterprise Edition (OBIEE) content frames provide users quick access to Oracle Business Intelligence information. OBIEE content frames are available on the Composite Application Framework only when OBIEE and the Oracle BI Applications Adapter for EnterpriseOne are installed and setup for your environment. To create and view the OBIEE content, you and any user who needs this information must have access to the environment.

3.2 Understanding the Framework Edit Mode

You must be in edit mode to create new content and layouts or to make changes to existing content and layouts. When you click the Layout drop-down list, you see layouts that are available to you and is in one of these categories:

  • Personal: Layouts that are viewable by you only.

  • Pending Approval: Layouts that you created and requested the layout be published so that it can be shared with other authorized users. Only you can see your layouts that are pending approval.

  • Rework: Layouts that are rejected for publishing and have been returned to you for fixing. Only you can see layouts that are in the Rework category.

  • Reserved: Layouts that you have moved from Pending Approval so that you can change them before they are published or your layouts that are rejected for publishing and are in the Rework category.

    You can reserve an existing shared layout. When you reserve a shared layout, there are two copies of it: the original shared layout that only you can view and modify (the reserved copy) and the original shared layout that is still available to other authorized users. When you reserve a shared layout, no other authorized user can reserve the same layout.

  • Shared: Layouts that have been published and are available to all authorized users.

3.2.1 Accessing the Framework Edit Mode

To open the framework for editing, select a layout from the Layout drop-down list, and then click Edit Form Layout from the EnterpriseOne Personalization menu. If you do not see the Edit Form Layout option, you do not have permission to create content and layouts.

When the framework opens in edit mode, you see a toolbar and a workspace area that displays the enabled EnterpriseOne form and any content that was created previously for the layout.

3.2.2 Understanding the Framework Edit Mode Toolbar

Depending on the layout you select, the framework toolbar shows two icons on the left-hand side that are named:

  • Create New Content: Enables you to create new content. When you click Create New Content, a popup window displays the available types of content that you can create

  • Edit Existing Content: Enables you to open and edit existing content. When you click Open Existing Content, a popup window displays content that already has been created but is not included on the selected layout.

When you select a shared layout in the framework edit mode, the above two icons do not appear on the toolbar.

The icons (on the right-hand side of the toolbar) are available for all User Defined Objects (UDOs) and are discussed in the JD Edwards EnterpriseOne Tools Foundation Guide.

See "Understanding the UDO Design Panel" in the JD Edwards EnterpriseOne Tools Foundation Guide.

For detail usage of these icons in the Composite Application Framework edit mode, see the provided link.

  • About form Layout: Enables you to view the information about the enabled EnterpriseOne form.

  • Close: Enables you to exit the Composite Application Framework edit mode and return to view mode.

If any of the icons are gray, the action is not available for the selected layout or is not available until you select another action.

3.2.3 Understanding the Framework Edit Mode Workspace

You can create content on a new layout or on an existing personal layout. If you select Create from the layout Name drop-down list, only the enabled EnterpriseOne form appears on the workspace. If you select an existing layout from the layout Name drop-down list, the framework shows the enabled EnterpriseOne form and all content that has been saved on that layout.

You can create new content and you can reuse existing content. Reusable existing content can be retrieved by clicking the Open Existing Content icon and dragging and dropping the desired content on to the workspace. In edit mode, you can add, delete, and reposition content on a layout. If you select a shared layout to modify, you must reserve the layout before you can make changes to it.

When you create and save content, the content appears in a content frame that you position vertically or horizontally on the framework. All content must be saved to a layout. If you have publishing permission, you can request that the layout be published so that it is available for other users who are authorized to use the enabled EnterpriseOne form on the Composite Application Framework. These are shared layouts. If you do not have publishing permission, you can create content and layouts, but the layouts are available to you only. These are personal layouts.

3.3 Understanding Content Frames

If you have permission to create content, you can create new content, and you can reuse existing content and place the content on a new layout or on an existing layout. The system limits the number of content frames that you can embed on a layout; however, this can be changed by your system administrator. Whether you create new content or reuse existing content, you drag and drop the content template or the existing content to the framework. The workspace shows a content frame that consists of three sections:

  • Link Information

  • What type of link

  • When do you want to see the content frame

3.3.1 Understanding Link Information

The Link Information section identifies the content that you are embedding on the Composite Application Framework for the enabled form.

The name you enter in the Name field is the name of the content that shows on a shared layout when you retrieve content using the Open Existing Content icon.

The information you enter in the Description field becomes the title of the content frame on the Composite Application Framework, and this is the name that appears on the tab when a user minimizes the content frame. The Description field is optional and if you do not enter information in this field, the content frame will not show a title for the content frame on the Composite Application Framework, and the name of the tab when content is minimized will be the information that was entered in the Name field.

You also identify the source where the system can find the content, such as a web page URL or the name of the EnterpriseOne form that is to be embedded on Composite Application Framework. The source for Web pages and OBIEE objects are URL addresses, and the source for EnterpriseOne forms is the application name such as P01012, which the Address Book application.

The fields that are available for data entry in this section are different depending on the type of content that you are creating.

3.3.2 Understanding What Type of Link

The What type of link section on the content frame enables you to map parameters from the content to the enabled EnterpriseOne form. This section enables you to create a static link or a dynamic link.

Creating a static link is the default option. If you choose the Static Link option, your content cannot be mapped to the enabled EnterpriseOne form. When a user or an event rule process changes the enabled EnterpriseOne form, the content information does not change.

The Dynamic Link option enables you to map a parameter from the content to a form-level field value or grid-row column on the enabled EnterpriseOne form. If you create a dynamic link, when a user or an event rule process changes the EnterpriseOne linked value, the content in the content frame is automatically updated to reflect information associated with the change.

The system lists the content parameters that you can map in table format.

You can enter custom text in the Static Value field. The custom text is added at the end of one or more parameter values. Custom text provides flexibility for defining the parameter value; for example, a web page URL parameter accepts data like trackNum=TRACK123456; 123456 is a field value on the EnterpriseOne form, but the prefix TRACK must be added as customized text before the field value 123456. You can change your custom text by clicking the question mark beside the parameter value, change the text in the Static Value field, and then clicking the plus sign next to the Static Value. Although there is no limitation to the size of the custom text, the text appears in the Parameter Value column, and the width of this field is limited.

When you define multiple field values as dynamic, the value in the Separator field determines how the fields are separated. The default value is a comma. If you do not want to use a separator, you can remove the value from the Separator field. You can specify a different value as a separator.

3.3.3 Understanding When do You Want to See the Content Frame

The When do you want to see the content frame section enables you to set conditions for showing the content frame on the Composite Application Framework. Defining when to display the content is optional. The Always option is set by default. The Always option shows the content on the framework regardless of the data in the enabled EnterpriseOne form. When you select the Sometimes option, you identify EnterpriseOne form-level field values or grid-row columns that tell the system when to show the content on the Composite Application Framework. The Sometimes option shows the content on the Composite Application Framework only when the values entered in the EnterpriseOne form match the conditional values that you define.

3.4 Creating New Content

You can create the following types of content:

After you create the content, you must save it to a layout and then save the layout. This becomes a personal layout. If you request the layout be published, the layout appears on the Layout drop-down list (Name drop-down list in edit mode) under the Pending Approval category. After the content is approved for publishing, the content appears on the Layout drop-down list (Name drop-down list in edit mode) under the Shared category.

See Saving Content and Layouts

3.5 Reusing Existing Content

Content that is on a shared layout is available for use on other layouts. Content can be used on a single layout only once but can be used on multiple layouts. After you embed existing content on the working layout, it no longer appears in the open existing list for that layout.

You access reusable content by clicking the Open Existing Content icon. From the content palette, you can click on the desired content and drag and drop the content onto the workspace layout.

The palette shows each layout by layout name and whether the layout is a personal layout or a shared layout. Personal layouts are viewable only to the user who created them. Personal layouts are listed first and then shared layouts. Each layout is highlighted in blue. The content for each layout appears under the layout name. Within a layout, the content is grouped by content type, with all web page URL content listed first, then all OBIEE object content, and then all EnterpriseOne Form content. Within each content type, the content is listed alphabetically by the name that was entered in the Name field when content was created. The description that is entered when the content was created appears on the palette under the content name (this description is the name of the content frame on the Composite Application Framework). The date and time that the content was created is also listed. You can use any content that is listed on the palette, even if you did not create that content.

3.6 Saving Content and Layouts

After you create the content, click Save on the title bar of the content creation frame. This action places the content on the layout in the framework workspace. If you decide you do not want to keep the content, click the Delete content icon on the right-hand side of the content creation frame.

You can reposition content on the framework layout before you close the framework edit mode by placing your cursor between two content frames or between a content frame and the enabled form (either horizontally or vertically) until a thin blue line appears. Move the content to be repositioned right or left or up or down. You must be in the framework edit mode to modify content and layouts.

If you created or reused content on a new layout (the name in the layout field is Create), you click the Save icon and provide a name for the layout.

If you modified an existing personal layout (by adding, modifying, or deleting content that is on that layout, or repositioning content on the layout), you can click either the Save or Save As icon. Clicking Save updates the original personal layout with the changes. Clicking Save As requires you to enter a new layout name, so that you have the original personal layout and a new personal layout with the updates you made.

If you close the framework edit mode without saving the layout, the system sends a warning message. If you click OK on the warning message, any changes you made to the content or layout are cancelled.

After you save the layout, it appears on the layout drop-down list as a personal layout. If you have permission to publish content, you can request that the layout be published, which places the layout in a pending approval state for approval by your administrator.

3.7 Publishing Content

Your administrator grants you permission to publish content. You publish content by sharing the layout that contains that content.

In the framework edit mode, after you save your content to a layout, and save the layout, click the Request to Publish icon. When you click Request to Publish, the system sends a confirmation message to verify that you do want to publish the layout. The confirmation message also provides an opportunity for you to add notes for the layout approver. When you click OK on the confirmation message, the layout is moved to Pending Approval status. If you click Cancel on the confirmation message, you can make changes to the layout or to the content that is on the layout, and then save the content and layout and request the layout be published.

3.8 Modifying Layouts

You modify a layout by adding, modifying, or deleting content that is on that layout or by changing the layout (for example, reposition content on the layout). You can modify a personal layout.

You can also modify the following layouts by reserving them, which makes them a personal layout, making the changes, and requesting to publish:

  • Layouts that are pending approval.

  • Layouts that have been rejected for publishing.

  • Layouts that have been shared.

You must be in framework edit mode to modify a layout.

3.8.1 Repositioning and Resizing Content on a Layout

After you create and save the content, you can reposition the content on the layout. You must be in the framework edit mode to reposition content.

To reposition content:

  1. In the title bar of the content that you want to reposition, click and hold the right or left mouse button down.

    The content shows as a blue rectangle.

  2. Drag the content to a different position on the layout.

  3. Release the mouse button.

  4. Make any other changes to the content or the layout.

  5. Save the layout.

You can resize content on the layout when the framework is in edit mode. Any user who has access to the layout can resize the content.

See Resizing Content Frames

3.8.2 Modifying a Personal Layout

A personal layout is available for you only.

To modify a personal layout:

  1. Select the personal layout that is to be modified from the Personal category on the Name drop-down list.

  2. Make and save changes to content as desired.

  3. Reposition and resize on the layout as desired.

  4. Save the layout by doing one of the following:

    1. Click Save.

      This option saves the change on the original personal layout.

    2. Click Save As and enter a new layout name.

      This option saves the change on a new layout and keeps the original layout without the change.

  5. Close the framework edit mode.

3.8.3 Modifying a Shared Layout

You can modify a shared layout by reserving it. Reserving a shared layout results in a copy of the shared layout available to you in the reserved category on the Name drop-down list. The original shared layout is still available to other users.

If you reserve a layout and then decide you do not want to change it, you can click the Unreserve icon. The original layout is available as a shared layout.

When you select a shared layout in edit mode and the layout has been reserved for editing by another user, the title bar indicates that the layout is reserved and user ID of the individual who reserved it. You cannot modify this shared layout.

When you select a shared layout in edit mode and the layout has been checked out of OMW, the title bar indicates that the token is held in a project. You cannot modify this shared layout.

To modify a shared layout:

  1. Open the Composite Application Framework in edit mode.

  2. Select the shared layout that you want to modify from the Shared category on the Name drop-down list.

  3. Click the Reserve icon.

    This action makes a copy of the shared layout available for you to edit. The original shared layout is still available as a shared layout.

  4. Make changes to content and layout as desired.

  5. Save the layout by doing one of the following:

    1. Click Save.

      This option saves the change on the original layout.

    2. Click Save As.

      This option saves the change on a new layout and keeps the original layout intact as a personal layout.

      Important:

      You must save the layout before you click the Request to Publish icon. If you do not save the layout, your changes will be lost and the original layout without your changes will be placed in Pending Approval status.
  6. Click the Request to Publish icon.

  7. Close the framework edit mode.

3.8.4 Modifying a Layout that is Rejected for Publishing

If your layout is rejected for publishing, the layout is returned to you and appears in the Name drop-down list in the Rework category. Your approver can optionally send notes explaining why the layout was rejected for publishing. You can view notes by clicking the Notes icon.

To modify a layout that was rejected:

  1. Open the Composite Application Framework in edit mode.

  2. Select the layout from the Rework category on the Name drop-down list.

  3. Click the Reserve icon.

    This action changes the layout to a personal layout so that you can modify it.

  4. Make the changes to the content and layout as required.

  5. Save the layout by doing one of the following:

    1. Click Save.

      This option saves the change on the original layout.

    2. Click Save As and enter a new layout name.

      This option saves the change on a new layout and keeps the original layout intact as a personal layout.

      Note:

      You must save the layout before you click the Request to Publish icon. If you do not save the layout, your changes are lost and the original layout without your changes is placed in Pending Approval status.
  6. Click the Request to Publish icon.

  7. Close the framework edit mode.

3.8.5 Modifying a Layout that is Pending Approval

You can modify a layout that is pending approval by reserving it and making the changes and resubmitting it for approval. When you click the Reserve icon, the layout reverts to a personal layout. If you decide you do not want to make changes, you can click the Unreserve icon, and the layout returns to pending approval.

To modify a layout that is pending approval:

  1. Open the Composite Application Framework in edit mode.

  2. Select the layout from the Pending Approval category on the Name drop-down list.

  3. Click the Reserve icon.

    This action changes the layout to a personal layout so that you can modify it.

  4. Make the changes to the content and layout as required.

  5. Save the layout by doing one of the following:

    1. Click Save.

      This option saves the change on the original layout.

    2. Click Save As and enter a new layout name.

      This option saves the change on a new layout and keeps the original layout intact as a personal layout.

      Note:

      You must save the layout before you click the Request to Publish icon. If you do not save the layout, your changes are lost and the original layout without your changes is placed in Pending Approval status.
  6. Click the Request to Publish icon.

  7. Close the framework edit mode.

3.9 Deleting Layouts

You can delete personal layouts. When you delete a personal layout, the content on that layout is removed and the content is no longer available unless it is used on another layout.

To delete a personal layout, select the personal layout from the Name drop-down list, and then click the Delete icon.

You cannot delete a shared layout. An OMW user can delete a shared layout.

3.10 Viewing Content Details

Any user who has permission to create content and layouts can review the content details for existing content. The content detail page is read only and shows the following information:

  • Name of the content.

  • Description of the content.

  • Creator of the content.

  • The source of the content (URL or application, form, and version).

  • Whether the link is static or dynamic and if dynamic, the parameter values are highlighted.

  • Whether the content always shows on the Composite Application Framework or shows only when data on the enabled form matches the conditional criteria. Conditional fields and values are in table format for reviewing.

To review the details of a content frame:

  1. In the framework edit mode, select a layout that contains the content frame that you want to view.

  2. Click the Detail icon on the left-hand side of the title bar.

  3. After reviewing the content details, click Cancel on the content frame title bar.

3.11 Editing Content

You can edit a content frame by changing the content name, description, content source (URL or application, form, and version), dynamic parameters, and conditional criteria.

Note:

Although the OBIEE URL field appears to not be available for editing, you can click Search and then select a different object on the OBIEE object window that pops up. This action replaces the existing content with new content, and if you want dynamic links or conditions for displaying the content, you must reenter the information.

You can click Cancel to remove unsaved edits.

To edit content:

  1. In the framework edit mode, select the layout that contains the content frame that you want to edit.

  2. Click the Detail icon on the left-hand side of the content frame title bar.

  3. Click the Edit icon on the left-hand side of the content frame title bar.

    If you do not see the Edit icon, you do not have permission to modify the content

  4. After making changes, click Save to save the change or click Cancel to return to the original content without the changes.

  5. On the framework title bar, click Save to save the original personal layout with the updates or click Save As to create a new personal layout.

3.12 Deleting Content

You must be in the framework Edit mode to delete content. When you delete content, ensure that you are on the correct layout. The Delete Content icon, on the right-hand side of the content frame title bar shows a red X. To delete the content from the personal layout, click the Delete Content icon.