Before You Begin

This 45-minute OBE (Oracle by Example) shows you how to link EnterpriseOne pages and associate Watchlist badges with an individual tile.

Although you can use page links and Watchlist badges for any process flow, we will be using the Work With Shipments application in this OBE as an example.

To build EnterpriseOne pages that include Watchlist badges and to navigate to other EnterpriseOne pages, you must:

1. Create queries and Watchlists.
2. Create two EnterpriseOne pages with tiles and arrows to represent process flows.
3. Create a link between your two EnterpriseOne pages.
4. Associate Watchlist with a tile.
5. Launch a related EnterpriseOne application from a Watchlist.

Background

EnterpriseOne pages provide you quick and easy access to common components, such as EnterpriseOne applications, reports (batch versions), Watchlists, and orchestrations. As a page designer, you can use several frameworks to build pages easily. In this OBE you will use a designer pane to create two EnterpriseOne pages that represent two process flows. Tiles are used to represent steps in the process, and you can interconnect those steps with lines and arrows.

Two features enhance the capabilities of the designer pane, particularly when you are building process flow diagrams. The first feature enables you to link to different (or multiple) EnterpriseOne pages from one page. This enables you to build sets of interrelated pages, or process flows that are too complex to fit on a single page. Additionally, you can click the Back button to return to a previous page or use the breadcrumbs to access an EnterpriseOne page in the navigation history. Another feature enables you to associate one or more Watchlist badges to a process step on an EnterpriseOne page. Watchlist badges provide additional information, such as how many items are at a certain status, right within the context of the page tiles.

Scenario

In this OBE, consider a scenario in which you are a logistics transportation manager who uses the EnterpriseOne Transportation applications to manage shipments and loads. You will build EnterpriseOne pages to represent the process flow of managing shipments and loads, and you will build Watchlists to track key metrics about those shipments. Specifically, you will build one page for the Shipment Process Flow and another page for the Load Building Process, link the pages together, and add Watchlists to view counts of shipments in various statuses of the Shipment Process Flow.

Prerequisites

Before performing the tasks in this OBE, you must have:

• Installed JD Edwards EnterpriseOne Applications Release 9.2 with Tools Release 9.2.7.4 or later.
• Enabled the Composite feature and set up UDO security in EnterpriseOne.
• The steps in this OBE refer to standard EnterpriseOne demo data. You can use other data available in your system to perform these tasks.

Create Queries and Watchlists for the Shipment Process

In this section, you will create queries that will fetch data for shipments that are pending, shipments that are ready to ship, and shipments that are approved.

Create Shipments Pending Query and Watchlist

1. Sign in to the EnterpriseOne web client.
2. Navigate to the Work With Shipments (P4915) application.

   

3. Click the Manage Queries icon. The Query Manager side panel appears.

   

4. Select (Create) from the Name drop-down list.
5. Select Match All.
6. Click the Additional Fields Selection icon. Select Sts (QBE) as the condition.
7. Select equal as the comparison type and enter 10 for the comparison value.
8. Click Save.
9. Enter Shipment Pending as the name of the query.
10. Click OK.
11. Click the Manage One View Watchlists icon. The query you created is displayed in the Query to be Used drop-down list.
12. Click Save. The system automatically suggests the Watchlist name same as the query.
13. Click OK.

You have created a query and a Watchlist for shipments at status 10 (Pending). Next, in a similar way add queries and Watchlists for Shipments Approved and Shipments to Ship.

Create Shipments Approved Query and Watchlist

1. Click the Manage Queries icon.
2. Select (Create) from the Name drop-down list.
3. Select Match All.
4. Click the Additional Fields Selection icon. Select Sts (QBE) as the condition.
5. Select equal as the comparison type and enter 25 for the comparison value.
   
6. Click Save.
7. Enter Shipments Approved as the name of the query.
8. Click OK.
9. Click the Manage One View Watchlists icon. The query that you created is displayed in the Query to be Used drop-down list.
10. Click Save. The system automatically suggests the same Watchlist name as the query.
11. Click OK.

Create Shipments to Ship Query and Watchlist

1. Click the Manage Queries icon.
2. Select (Create) from the Name drop-down list.
3. Select Match All.
4. Click the Additional Fields Selection icon. Select Sts (QBE) and Promised Ship Date (QBE) as the conditions.
   
5. Select equal as the comparison type and enter 25 as comparison value for Sts (QBE).
6. For the Promised Ship Date condition, select "<" as the comparison type. Then, select Set Special Value from the drop-down list to set the date as Today and click OK.
7. Click Save.
8. Enter Shipments to Ship as the name of the query.
9. Click Ok.
10. Click the Manage One View Watchlists icon. The query that you created is displayed in the Query to be Used drop-down list.
11. In the Warning Threshold field enter 1. If more than 1 shipments meets your criteria, the Watchlist badge will turn orange.
12. In the Critical Threshold field enter 5. If there are more than 5 shipments that meet your criteria, the Watchlist badge will turn red.
13. Click Save. The system automatically suggests the same Watchlist name as the query.
14. Click OK.
15. Click X close the Watchlist Manager side panel.

Create EnterpriseOne Pages for the Shipment Process Flow and the Load Building Process

In this section you will create two Composed EnterpriseOne Pages with Designer Pane and create process models for Shipment Process Flow and Load Building Process using tiles, lines and arrows.

Create Shipment Process Flow Page

1. Close any applications that you may have open. On the EnterpriseOne page, select the login menu. Click Manage Content under the Personalization category, and then click Composed Pages.
2. Select (Create) from the Name drop-down list.
3. Click the Create New Content icon.
4. Select Designer Pane as the content type.

   

5. Enter Shipment Process Flow in the Name field.
6. Click OK.
7. Click Edit the title of this page icon. Enter Shipment Process Flow.
8. Click the Add a Tile (+) icon in the first cell of the top row. The Configure Tile dialog appears.
9. In the Configure Tile dialog, complete the following setup:
   • Tile Type = Application
   • Application ID = P4915
   • Form Id = Work With Shipments
   • Version = Work With Shipment Defaults (ZJDE0001)
   • Personal Form = Default
   • Query = Default
   • Jargon Code = Leave this field blank
   • Style = Light Box
   • Color = blue
   • Title = 10 Pending
   • Description = Shipments Pending
   • Auto Image = Select this check box
   • Hover Link URL = Leave this field blank

   

10. Click OK.
    Next, in a similar way, let’s add a second tile to represent the second step in the process flow, the Shipments Approved.
11. Leave the second cell in the top row blank, and hover over the third cell to the right of the 10 Pending tile, click the Add a Tile (+) icon. The Configure Tile dialog appears.
12. In the Configure Tile dialog, complete the following setup:
    • Tile Type = Application
    • Application ID = P4915
    • Form Id = Work with Shipments
    • Version = Work With Shipment Defaults(ZJDE0001)
    • Personal Form = Default
    • Query = Default
    • Jargon Code = Leave this field blank
    • Style = Light Box
    • Color = blue
    • Title = 25 Approved
    • Description = Shipments Approved
    • Auto Image = Select this check box
    • Hover Link URL = Leave this field blank

    

13. Click OK.
14. In the cell between the 10 Pending and 25 Approved tiles, click the Add a Line icon adjacent to the 10 Pending and 25 Approved tiles. The tiles are connected by lines.
15. In the 25 Approved tile, click the Toggle this Line icon connected with the line twice. An arrow connector is added.
    Now you have connected the two tiles creating a process flow that shows the process of approving shipments in the pending status. In a similar fashion you could continue to add more tiles, lines, and arrows to create a complete Shipment Process Flow diagram. However, that is not necessary for this OBE. You can imagine that these two steps are the entire process.
16. Click Save.
17. Enter Shipment Process Flow in the Enter New Name field.
18. Click OK.

Create Load Building Process Page

Next, in a similar way, let’s create a page for the Load Building Process.

1. Select (Create) from the Name drop-down list.
2. Click the Create New Content icon.
3. Select Designer Pane as the content type.
4. Enter Load Building Process in the Name field.
5. Click OK.
6. Click Edit the title of this page icon. Enter Load Building Process.
7. Click the Add a Tile (+) icon in the first cell of the top row. The Configure Tile dialog appears.
8. In the Configure Tile dialog, complete the following setup:
   • Tile Type = Application
   • Application ID = P4960
   • Form Id = Work With Loads
   • Version = Load Builds
   • Personal Form = Default
   • Query = Default
   • Jargon Code = Leave this field blank
   • Style = Light Box
   • Color = green
   • Title = 10 New Load
   • Description = Load Building
   • Auto Image = Select this check box
   • Hover Link URL = Leave this field blank

   

9. Click OK.
10. Leave the second cell in the top row blank, and hover over the third cell to the right of the 10 New Load tile, click the Add a Tile (+) icon. The Configure Tile dialog appears.
11. In the Configure Tile dialog, complete the following setup:
    • Tile Type = Application
    • Application ID = P4915
    • Form Id = Work with Shipments
    • Version = Work With Shipment Defaults(ZJDE0001)
    • Personal Form = Default
    • Query = Default
    • Jargon Code = Leave this field blank
    • Style = Light Box
    • Color = blue
    • Title = Load Type
    • Description = Intransit or Standard
    • Auto Image = Select this check box
    • Hover Link URL = Leave this field blank

    

12. Click OK.
13. In the cell between the 10 New Load and Load Type click the Add a Line icons adjacent to the 10 New Load and Load Type. The tiles are connected by lines.
14. In the Load Type tile, click the Toggle this Line icon connected with the line twice. An arrow connector is added.
15. Click Save.
16. Enter Load Building Process in the Enter New Name field.
17. Click OK.
18. Close the Page Composer.

Note: You have now created two EnterpriseOne pages to represent two process flows, Shipment Process Flow and Load Building Process. In the next section you will link them together and add Watchlists to the tiles.

Create a Tile and Link an EnterpriseOne Page to the Tile

To create a tile and associate the EnterpriseOne page with that tile:

1. Navigate to the EnterpriseOne page you created for the Shipment Process Flow and select the login menu. Click Manage Content under the Personalization category, and then click Composed Pages.
   Your EnterpriseOne page opens in Page Composer.
2. In the Page Composer, click the Add a Tile (+) icon on the fifth cell of the top row:

   

3. In the Configure Tile dialog, complete the following setup:
   • Tile Type = Page
   • Page = Load Building Process
   • Style = Light Box
   • Color = blue
   • Title = Load Building Process
   • Description = Link to the Load Building Process page
   • Auto Image = Select this check box
   • Hover Link URL = Leave this field blank

   The Configure Tile dialog should look like this:

   

4. Click Ok.
5. In the cell between the 25 Approved and Load Building Process tile, click the Add a Line icon adjacent to the 25 Approved and Load Building Process. The tiles are connected by lines.
6. In the Load Building Process tile, click the Toggle this Line icon connected with the line twice. An arrow connector is added.
7. Click Save to save the EnterpriseOne Page.
8. Click X to close the Page Composer.

Navigate Between EnterpriseOne Pages

In this section, you will understand how to navigate between EnterpriseOne pages.

1. In the Shipment Process Flow page, click the Load Building Process tile. The Load Building Process page is displayed.
2. Click the Back button highlighted in red to return to the Shipment Process Flow page:

   

   Alternatively, you can select Shipment Process Flow from the breadcrumb to navigate to the Shipment Process Flow page.

Add Watchlist Badges

In this section, you will understand how to associate Watchlist badges to tiles.

Add Shipments Pending Watchlist Badge

1. In the Shipment Process Flow page, select the login menu. Click Manage Content under the Personalization category, and then click Composed Pages.
2. Hover over the 10 Pending tile and click the Configure Tile icon.

   

   The Configure Tile dialog appears.

   

3. In the Configure Tile dialog, enable the Associate Watchlist toggle button. Click OK to close the Configure Tile dialog. The Watchlist badges are displayed on the tile.

   

4. Click one of the four the Watchlist badges on the tile. The Associate Watchlist window appears.
5. Select the Shipments Pending Watchlist from the Watchlist drop-down list.

   Note that this is the Watchlist you created in the first section. In fact, you can choose any Watchlist from the Watchlist drop-down list. In this way, as a page designer, you can decide what metrics are most useful to your users, create Watchlists for those metrics, and add them to tiles.

   

6. Click Ok in the Associate Watchlist window. The Watchlist is associated, and a flag icon is displayed on the Watchlist badge.
   In the same way you can add three additional Watchlists to the tile.
7. Click Save to save the EnterpriseOne Page.

Add Shipments Approved Watchlist

1. Hover over the 25 Approved tile and click the Configure Tile icon. The Configure Tile dialog appears.
2. In the Configure Tile dialog, enable the Associate Watchlist toggle button. Click OK to close the Configure Tile dialog. The Watchlist badges are displayed on the tile.
3. Click one of the four Watchlist badges on the 25 Approved tile. The Associate Watchlist window appears.
4. Select the Shipments Approved Watchlist from the Watchlist drop-down list.
5. Click Ok in the Associate Watchlist window. The Watchlist is associated, and a flag icon is displayed on the Watchlist badge.
6. Click Save to save the EnterpriseOne Page.

Add Shipments to Ship Watchlist

Next, you will add a second Watchlist to the same tile.

1. Click another Watchlist badge on the 25 Approved tile. The Associate Watchlist window appears.
2. Select the Shipments to ship Watchlist from the Watchlist drop-down list.
3. Click Ok in the Associate Watchlist window. The Watchlist is associated, and a flag icon is displayed on the Watchlist badge.
4. Click Save to save the EnterpriseOne Page.
5. Click X to close the Page Composer.

Use Watchlist Badges at Runtime

In the previous section, you added two Watchlists to the same tile. Recall the criteria you used earlier to create these Watchlists in the Create Queries and Watchlists for the Shipment Process section. The first Watchlists displays all shipments with status 25 (Approved). The second Watchlist displays all shipments with status 25, and with a Promised Ship Date that is earlier than today. These shipments might require more urgent attention, and so we added Warning and Critical thresholds.

Note that depending on the data in your system, the two Watchlists might display the same or different numbers; that’s OK.

In the below image, the Watchlist badges for 25 Approved tile displays the number of records based on the query criteria for Shipment Approved query. The Watchlist badge highlighted in red displays the 12 records for shipments with status 25 (Approved) and the Watchlist badge highlighted in green displays the 4 records for shipments with status 25 and a Promised Ship Date earlier than today.

EnterpriseOne updates the Watchlist badges with the latest information the first time you open a page with a Watchlist badge. The frequency of updates is determined by how you define the Watchlists. Hover over the Watchlist badge for the 25 Approved tile to view the Watchlist status and see how long it has been since its last update.

The first Watchlist badge in the 25 Approved tile is red as it surpasses the critical threshold. The second Watchlist badge for Shipment Approved Watchlist in the 25 Approved tile is blue, as the Watchlist is within the threshold defined in the Creating Queries and Watchlists section. If a Watchlist surpasses the warning threshold, the Watchlist badge is orange.

In this section, you will learn how to refresh the Watchlist badge information and how to open related applications.

Refresh Watchlist Badges

When you hover over the 25 Approved tile the Refresh icon is displayed. Click the Refresh icon to recompute the Watchlist information.

Open the Related Application

On the Shipment Process Flow page, click the Watchlist badge for the 10 Pending tile to open the Work With Shipments application. You can view the records that meet the query criteria for the 10 Pending tile.

The below image displays the records that meet the query criteria for the 10 Pending tile.

Remove Watchlist Badges from a Tile

In this section, you will understand how to remove a Watchlist Badge from a tile.

1. In the Shipment Process Flow page, select the login menu. Click Manage Content under the Personalization category, and then click Composed Pages.
2. Click the Watchlist badge associated with the Shipment Pending tile. The Associate Watchlist window appears.
3. Click Delete.

   

4. Click OK to close the Associate Watchlist window. The Watchlist badge is removed and the Associate Watchlist icon is displayed on the Watchlist badge.
5. Click Save to save the EnterpriseOne Page.
6. Click Close to close the Page Composer.

Note: You can also remove Watchlists from all the Watchlist badges on a tile when you disable the Associate Watchlists toggle button in the Configure Tile dialog.

Summary

In this Oracle-by-Example you have learned how to:

• Create queries and Watchlists to represent metrics about business processes.
• Use EnterpriseOne pages to build process models using a designer pane with tiles, lines, and arrows.
• Link two related pages together using the Page tile type.
• Add Watchlists to tiles to show process metrics in context with the process models.

You can create more complex pages with models and metrics that represent your critical business processes using the instructions in this OBE.