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.