1 Understanding User Defined Objects (UDOs)

This chapter contains the following topics:

1.1 User Defined Objects (UDOs) Overview

UDOs are web objects you create using the EnterpriseOne web interface. You can create them for your own use, view ones that other employees have created, or share yours so that others can view and use them. Your ability to perform any of these tasks depends on the permissions you and others have been granted by your administrator.

1.2 UDO Types

EnterpriseOne users can create the following types of UDOs from the EnterpriseOne interface:

  • Queries - fields and QBE columns you select from a form and add conditions to in order to make the search criteria more specific.

  • Grid Formats - a selection of the columns you choose to display, the sequence in which you want them displayed, and how information is displayed in your grid.

  • Classic EnterpriseOne Pages (Release 9.2.0.2) - an EnterpriseOne page that enables you to work on multiple EnterpriseOne applications. Classic Pages are HTML files and can contain any HTML-enabled functionality, such as interactive process flows, URL links and web pages, company logos, and so on.

  • Composed EnterpriseOne Page (Release 9.2.0.2) - an EnterpriseOne page with user defined layouts that enables you to access Designer Panes, Watchlist Panes, Classic Pages, EnterpriseOne applications, One View Reports, web pages, OBIEE objects, and ADF applications. Composed EnterpriseOne Pages differ from Classic Pages in that they do not require you to have HTML coding knowledge. You create and design your Composed EnterpriseOne Pages by using the Page Composer.

  • Images (Release 9.2.0.2) - a custom or a user defined graphic you can add to various components in the Designer Pane of Page Composer. The components in the Designer Pane include EnterpriseOne applications, batch versions, tasks, ADF applications, and Watchlists.

  • Orchestration components (Release 9.2.1) - components created in the JD Edwards EnterpriseOne Orchestrator Studio that comprise a complete orchestration, which the JD Edwards EnterpriseOne IoT Orchestrator processes to enable the immediate, real-time transfer of IoT data to JD Edwards EnterpriseOne. Each orchestration component type–orchestration, service request, rule, cross reference, and white list–is a separate UDO type in EnterpriseOne.

    For more information, see JD Edwards EnterpriseOne Tools Orchestrator Guide.

  • Personal Forms (Release 9.2.1) - customization of the EnterpriseOne applications UI by using an interface that does not require any Form Design Aid (FDA) based modifications.

  • Search Groups (Release 9.2.1.2) - search criteria that you can design to search for records across transactional or master data within EnterpriseOne. These search groups are utilized by the EnterpriseOne Search feature.

  • Notifications (Release 9.2.2) - components created in the JD Edwards EnterpriseOne Orchestrator Studio that enable the system to notify you of business events as they happen without the need for you to be online.

    For more information, see JD Edwards EnterpriseOne Tools Notifications Guide.

  • Schedules (Release 9.2.2) - components created in the JD Edwards EnterpriseOne Orchestrator Studio that define how often the system should execute a notification or orchestration.

    For more information, see "Schedules" in the JD Edwards EnterpriseOne Tools Notifications Guide.

  • Form Extensions (Release 9.2.2.4) - extensibility framework that enables you to extend an EnterpriseOne form without customizations. You can use the extensibility framework to:

    • Add available (unused) business view columns as additional form controls on the form header and grid on all query-only forms and (Release 9.2.3) edit forms, except the Power Edit form.

    • (Release 9.2.3.3) Add available (unused) table columns associated with a business view as additional form controls.

    • (Release 9.2.3.3) Associate an orchestration with form and control events on an EnterpriseOne form.

    The form extension capability is available on the following forms:

    • Find/Browse

    • Search/Select

    • Parent/Child

    • Fix/Inspect (Release 9.2.3)

    • Header Detail (Release 9.2.3)

    • Headerless Detail (Release 9.2.3)

    • Power Browse (Release 9.2.3)

1.3 UDO Design Panel

EnterpriseOne contains a design panel located on the right of the screen that provides you with a consistent way to create and share UDOs. Each UDO has its own design panel that you invoke when you want to create or modify a UDO. The following table describes how you invoke the design panel for each UDO type:

Table 1-1 Icons in the UDO Design Panel

Icon UDO Action

Query Icon

Query

Click the Manage Queries icon located in the upper-right corner of the screen to invoke the Query Manager panel.

Watchlist Icon

Watchlist

Click the Manage One View Watchlists icon located in the upper-right corner of the screen to invoke the Watchlist Manager design panel.

Personalize Form Icon

Personalize Form (Release 9.2.1)

Click the Personalize Form icon located in the upper-right corner of the screen to invoke the Personal Forms Manager design panel.

Query Icon

Form Extension (Release 9.2.2.4)

Click the Form Extension icon located in the upper-right corner of the screen to invoke the Form Extension Manager design panel.

Grid Format Icon

Grid Format

Click the Personalized Grid button located near the center of a grid to invoke the Grid Format Manager design panel.

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Classic Pages (Release 9.2.0.2)

In the upper-right corner of the screen, click your login name and then click Manage Content - Classic Pages to invoke the E1 Page Manager design panel. Classic Pages used to be referred to as EnterpriseOne Pages.

One View Reporting Icon

One View Reporting

On the Toolbar, click the One View icon, and then click Create Report to invoke the Report Definition design panel.

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Composite Framework Application

In the upper-right corner of the screen, click your login name and then click Edit Form Layout to invoke the Composite Framework Manager design panel.

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Composed Pages (Release 9.2.0.2)

In the upper-right corner of the screen, click your login name and then click Manage Content - Composed Pages to invoke the Page Composer.

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Images (Release 9.2.0.2)

In the upper-right corner of the screen, click your login name and then click Manage Content - Images to invoke the Image Manager design panel.

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Search Groups (Release 9.2.1.2)

In the upper-right corner of the screen, click your login name and then click Manage Content - Search Groups to invoke the Search Group Manager.


The following graphic shows the design panel for the Query UDO.

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The options beneath the buttons are relevant to the specific UDO. These options will change according to the UDOs on which you are performing tasks. Additional buttons may exist depending on the UDO type.

Design Panel Icons

Table 1-2 Design Panel Icons

Name Icon Definition

Save

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Click this icon to save the UDO you created.

Save As

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Click this icon to save a UDO that you have changed so that it has a different name.

Request to Publish

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Click this icon to request to share a UDO. An approver then reviews it and can approve it to be shared with other users.

Reserve

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Click this icon to reserve an existing UDO to which you want to make changes. Reserving it ensures that no one else can edit it while you make your changes. You then re-request to Publish the UDO, with your changes, for approval.

Delete

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Click this icon to delete the UDO from your own list of UDOs. This does affect other users' ability to view it.


1.4 UDO Life Cycle and Statuses

A drop-down menu located on the design panel shows you the status at which a UDO resides.

If you have Request to Publish (Create Publish) permissions, you will see a Request to Publish button on the UDO design panel. When clicked, this button makes the UDO available to an application that an administrator can access. An administrator will approve or reject the request to publish. If the request to publish is approved, the administrator can opt to share the UDO with others.

If the administrator determines that you need to revise the UDO, the administrator will send a message to your Work Center explaining the reason why the UDO was rejected. You can then make modifications, and then Request to Publish it again.

The status in which your UDO resides in the life cycle is reflected in the drop-down menu that is associated with each UDO. The menu has categories, displayed in bold, that indicate the current stage of a UDO.

The following table lists the statuses and defines each one:

Table 1-3 UDO Status

UDO Status Description

Personal

UDOs in this category are ones you have created for yourself, but have not Requested to Publish.

Pending Approval

UDOs in this category are ones you have created and have Requested to Publish.

Rework

UDOs in this category are ones you have Requested to Publish, but have been rejected by the approver.

Reserved

UDOs in this category are ones that are shared, but you have reserved to make changes to. Once reserved, no other user can make changes to those UDOs.

Shared

UDOs in this category are ones that are shared.