5 Creating EnterpriseOne Form Content

This chapter contains the following topics:

Note:

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

5.1 Understanding Embedded EnterpriseOne Form Content

You can embed any EnterpriseOne application form on a layout. Message forms such as warning messages and subforms cannot be embedded on a layout. You can embed the same EnterpriseOne form multiple times on a layout; however, you must map different parameters or conditional settings. Embedded forms allow limited functionality. Form interconnects and row exits do not work on the embedded EnterpriseOne form.

With Release 9.2.1, you can embed external forms on a layout. However, you cannot embed external forms that have an external application type of Composed Page. Only external forms using ADF or JavaScript (JET) can be embedded on a layout as an enabled EnterpriseOne form.

The enabled form is fully functional. Users who have access to the enabled form can access other forms through form interconnects and row exits, add new records, find existing records, copy records, delete records, and so on. With Release 9.2.1,you can also map the Personal Forms on the layout.

The embedded forms have limited capability. All standard EnterpriseOne embedded forms provide Save and Refresh capability. Some embedded forms provide additional capability. Form interconnects and row exits do not work on an embedded form, meaning that a user cannot access another form from the embedded form. With Release 9.2.1, if the embedded form is an external form, functionality will vary.

Depending on how you design embedded forms, users who have access to the layout on the Composite Application Framework can do the following:

  • Browse available information on embedded forms by selecting a header field or different grid row on the enabled form.

  • Update a field on the enabled form, and the change is made on all linked embedded forms.

  • Update a field on the embedded form. Upon saving the change, the EnterpriseOne database is updated. Clicking Find on the enabled form refreshes all of the embedded forms that are mapped to the enabled form and embedded forms display the change.

  • Create new records.

  • Embed a Personal Form associated with an EnterpriseOne application form. (Release 9.2.1)

Standard security applies to all EnterpriseOne forms on the Composite Application Framework. If you are secured out of a specific EnterpriseOne form, you cannot access it on the Composite Application Framework.

5.2 Creating Embedded EnterpriseOne Form Content

You must be in the framework edit mode to create embedded EnterpriseOne form content. When you create EnterpriseOne form content, ensure that you provide sufficient area on the workspace to work with the content.

To create an empty frame on the framework workspace:

  1. In the framework edit mode, select a layout from the Name drop-down list.

  2. Click the Create New Content icon.

    A popup window appears showing the kinds of content you can create.

  3. Click the EnterpriseOne Form icon and drag and drop the empty frame that appears to the workspace.

    You can position the empty frame horizontally or vertically on the framework workspace.

After you drop the empty frame on the workspace, the frame is named Create link to Embedded EnterpriseOne Form. The title bar includes a Save icon and a Close icon. Clicking the Close icon before saving the content cancels the content. The Create link to Embedded EnterpriseOne Form frame is grouped into three sections:

  • Link Information

  • What type of link

  • When do you want to see it

5.2.1 Entering Embedded EnterpriseOne Form Link Information

The Link Information section identifies the embedded EnterpriseOne form.

Note:

You can only add one embedded EnterpriseOne form that is an external form with an external application type of ADF. (Release 9.2.1)

You cannot add an embedded EnterpriseOne form that is an external form with an external application type of Composed EnterpriseOne Page. (Release 9.2.1)

If adding an embedded EnterpriseOne form that is an external form with an external application type of JavaScript, you will see a Show Title Bar option. (Release 9.2.1)

To enter link information:

  1. Enter the Application ID of the embedded form and press Tab.

    You can enter any EnterpriseOne application ID. The application ID is the program number, for example, P01012 for Address book, P4210 for Sales Order, and so on.

    After pressing Tab, the system populates the remaining fields in this section. You can change the system-entered information.

  2. From the Form drop-down list, select the EnterpriseOne form that you want to embed in the layout.

    The forms that are available for embedding on a layout depend on the EnterpriseOne application that you entered and are based on the EnterpriseOne data structure for form interconnects. The available forms are listed alphabetically. The system automatically enters the first listed form in the Form field. These are the only forms you can embed for the application that you entered.

    Standard security applies to the embedded EnterpriseOne forms. If you are secured out of an EnterpriseOne form, then the form does not show on the Form drop-down list.

  3. From the Version drop-down list, select the application version.

    The system searches system table F983051 for available versions for the application ID that you entered. The available versions are listed alphabetically. The system automatically enters the first listed version in the Version field. You must use a version from the Version drop-down list.

  4. From the Personal Forms drop-down list, select the personalized form that you want to embed in the layout. (Release 9.2.1)

    The system lists all the available Personal Forms for the version that you entered. The available Personal Forms are categorized as: Personal, Pending Approval, Rework, Reserved, and Shared.

    Note:

    Personal Forms drop-down list will be displayed only if the Personal Forms Feature Security is enabled.
  5. Enter a name for the content frame.

    This is a required field. The system automatically enters and updates this field with the Application ID, form ID, and version ID that are entered in the previous fields. You can change this entry to a more meaningful name. The name that you enter can be up to 30 characters.

    The name that you assign the content frame appears on the Open Existing Content palette.

  6. Enter a description for the content frame.

    This is an optional field. The system automatically enters and updates this field with the values that are in the Form and Version fields. You can change this entry to a more meaningful name, or you can leave this field blank. The description that you enter can be up to 100 characters.

    The description that you provide appears on a layout as the name of the content frame. If the Description field is blank, the system automatically uses the value that you entered in the Name field as the name of the content frame.

    You can use the description to provide information about the content frame. For example, if you design the content frame to appear on the layout only when the value in the Search Type field of the enabled form is equal to C (customers), you might want to provide the form name and the conditional setting. For example, your description might be "Who's Who-Display when Search Type=C)".

  7. Select or clear the Automatically Find on Entry Option.

    If you are embedding a Find/Browse form, the Automatically Find On Entry option appears on the form. The option is automatically selected. This option populates the Find/Browse form without the user clicking Find. If you clear this option, the user must click Find to populate the form.

  8. Select or clear the Maximize Main Grid Option

    If the embedded form has a Maximize Grid icon on the grid header bar, the Maximize Main Grid option appears in the Link Information section. Subforms cannot be embedded on a layout. When both the Automatically find on entry and the Maximize Main Grid options are selected, the embedded form's grid with records appears in the content frame when you save the content. The embedded form header information does not appear. After you save the content, you can click the Restore Grid icon in the grid header bar to see the entire embedded form. If you select the Maximize Main Grid option but don't select the Automatically find on entry option, when you save the content, only the grid header bar with no records shows in the content frame.

  9. Select or clear the Show Title Bar option. (Release 9.2.1)

    If you are embedding an external form that has an external application type of JavaScript (JET), the Show Title Bar option appears on the form. Use this option to show or hide the title bar of the JET application.

After you enter the link information, you can click Save to create the content, or you can continue with another section. If you save without mapping parameters on the embedded form to the enabled EnterpriseOne form, the embedded form appears on a layout as an empty form. This empty embedded form can be used to create and save new records. If you save without entering conditions for displaying this content, the content always displays when this EnterpriseOne form is opened, regardless of the information on the EnterpriseOne form.

If you save the content after you enter the link information, you can later map parameters and define conditions for displaying this content by editing the content.

5.2.2 Mapping Embedded EnterpriseOne Form Parameters to the Enabled EnterpriseOne Form

The What type of link section enables you to map parameters from the embedded EnterpriseOne form to the enabled EnterpriseOne form. If you select the Static Link option, the embedded form appears on the layout without any data. If the embedded form is a Fix/Inspect form, users can use the form to add new records to the EnterpriseOne database.

When you select the Dynamic Link option, you can map parameters from the embedded form to the enabled form. If you map an embedded form parameter to a header field on the enabled form, when a new value is entered into the mapped field on the enabled form and the user clicks Find, the system updates the embedded form to show information that is relevant to the new value.

If you map an embedded EnterpriseOne form parameter to a grid column on the enabled form, when a user selects a different row, the embedded EnterpriseOne form is automatically updated to show information relevant to the row record.

Mapping parameters from the embedded form to the enabled form is done the same way as mapping Web URL parameters. For detailed steps to map the parameters, see Mapping Web Page URL Parameters to the EnterpriseOne Form.

Mapping Parameters to the Enabled Form

The system determines the parameters that are available for mapping. These parameters are based on the EnterpriseOne data structure for form interconnects. This data structure is used to pass values to and from the form. In order to make valid and useful mappings, it is important that you understand how EnterpriseOne forms are designed. For more information about form data structure interconnects, see "Working with Forms" in the JD Edwards EnterpriseOne Tools Form Design Aid Guide.

The following list provides some information about parameter mappings:

  • You can map more than one parameter on the embedded form to the enabled form.

  • You can embed the same form multiple times; however, each embedded form must have different criteria for displaying information.

    Note:

    Each embedded form depends on its own event rule (ER) logic. This means that each embedded form may behave differently, even if it is the same form with different mappings. Even different versions of the same form may behave differently when the same or different fields are mapped.
  • Ensure that you map the same data types (such as character, numeric, string, date).

    If you try to map parameters and fields that are different data types, the system sends a warning message indicating that this mapping may not work.

    The warning message is based on a very generic set of rules. If you try to map fields that cross the type categories, the system applies the rules and sends the warning message. The system cannot always validate fields, even if the data type is the same. It is important that you test the embedded forms to ensure they work as you expect them to work.

5.2.3 Setting Conditions for Displaying Embedded EnterpriseOne Forms

The When do you want to see it section determines whether the embedded EnterpriseOne form always appears on the layout when the enabled EnterpriseOne application form is opened or if this content appears only when specified values are entered on the enabled EnterpriseOne application form. The Always option is set by default, which means that the embedded EnterpriseOne form always shows on the layout when this enabled EnterpriseOne form is opened.

When you select the Sometimes option, you define the values that must be entered in the enabled EnterpriseOne form for this content to appear on the layout.

Defining conditional criteria for displaying the embedded EnterpriseOne form is done the same way as defining conditional criteria for displaying web page URL content. For detailed steps to define conditions for displaying the embedded form, see Setting Conditions for Displaying Web Page Content.

5.3 Saving Embedded EnterpriseOne Form Content

You create the content by clicking the Save button on the content frame title bar and saving the framework layout.

See Saving Content and Layouts

5.4 Repositioning and Resizing Embedded EnterpriseOne Form Content on the Layout

After you create and save content, you can reposition and resize the content on a layout while the framework is in edit mode.

See Repositioning and Resizing Content on a Layout

5.5 Publishing Content

See Publishing Content

5.6 Troubleshooting Content (Release 9.2.1)

If using Microsoft Internet Explorer 11 and you see the following message when using an external form with the JavaScript (JET) external application type, turn off the XSS filter for trusted sites in Internet Explorer 11 to fix the issue. The message you may see is, "Internet Explorer has modified this page to help prevent cross-site scripting."