Before You Begin

This 20-minute tutorial shows you how to use the form extensibility framework to perform the following tasks:

• Disabling an extended form control
• Enabling a grid column
• Identifying the label associated with a hidden text field
• Setting the number of grid records
• Associating a description with a grid column

Background

Rosy is a business analyst and in her day-to-day job role, she uses the backorder and sales order applications. The Manage Existing Order form in the Sales Order Entry application is complex and involves multiple fields that might not be relevant in her day-to-day business activities. Because of this complexity, she is less efficient in her job. Rosy wants to simplify the Manage Existing Order form so that she can be more efficient in her job role.

For a simplified experience, Rosy wants to:

• Add the Apply Commission (Y/N) field and disable the field to make it a read-only field.
• Enable the Number grid column in the Phone Numbers form and make that column editable.
• Hide the As if Currency field and identify the label associated with the field.
• Increase the number of rows in the grid to 15 so that she can see more information in one page.

In addition, Rosy wants to know for which orders she will receive the payment immediately after the goods are delivered to the customers. To view this information, she wants to add the Payment Terms Code field to the grid and associate a description with the field.

What Do You Need?

To perform the tasks in this tutorial, you must have:

• Installed JD Edwards EnterpriseOne Applications Release 9.2 with Tools Release 9.2.6 or later.
• Enabled the Form Extensions feature and set up UDO security in EnterpriseOne. For more information, see: "Managing UDO Feature Security" and "Managing UDO Action Security" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

Note: This tutorial uses the JD Edwards EnterpriseOne demo data for the tasks. You can use other data available in your system to complete the tasks.

Disable an Extended Field

1. Navigate to EnterpriseOne Menus, Order Management, Sales Order Management (G42), Daily Sales Order Management Processing (G4210), Sales Order Processing (G4211), Update Sales Order - Detail First (P42101).
2. In the Manage Existing Order form, click Find.
3. Select a record and then from the Row menu, select Order and then select Online Invoice.
4. In the Work With Online Invoice form, click the Form Extension icon.
5. In the Form Extension Manager side panel, use the Column Search field to search for the Apply Commission (Y/N).
6. Drag and drop the Apply Commission (Y/N) field to the form.
7. Right-click the Apply Commission (Y/N) text field and then select Properties from the context menu.

   

8. In the Edit Properties dialog box, select the General tab and ensure that the Disabled check box is selected.

   

9. Click OK.
10. Click Save in the Form Extension Manager side panel.
11. Click Close Side Panel.

    The Work with Online Invoice form should look like this:

    

    Note that the Apply Commission (Y/N) field is disabled and displayed as a read-only field.

12. Click Cancel.

Enable a Grid Column

1. In the Manage Existing Order form, enter 4242 in the Sold To field and click Find.
2. Select a record in the grid and then from the Row menu, select Customer and then select Address Book Info.
3. In the Work With Addresses form, enter E in the Search Type field and click Find.
4. Select a record in the grid and then from the Row menu, select Phones.
5. In the Phone Numbers form, click the Form Extension icon.
6. In the Form Extension Manager side panel, select the Grid option.
7. Right click the Line Number grid column and then select Properties from the context menu.
8. In the Edit Properties dialog box, deselect the Disable Input check box in the General tab.

   The Edit Properties dialog box should look like this:



9. Click OK.
10. Click Save in the Form Extension Manager side panel.
11. Click Close Side Panel.

    The Phone Numbers form should look like this:

    

    Note that the Line Number grid column is now enabled.

12. Click Cancel.
13. Click Close in the Work with Addresses form.

Identify the Label Associated with a Hidden Field

1. In the Manage Existing Order form, click the Form Extension icon.
2. Hide the As If Currency field by clicking the Hide button.
3. In the Form Extension Manager side panel, click the Extension Only tab.

   The As If Currency form control is displayed in the Extension Only tab.

   

4. Hover over the As If Currency control to view information such as the Control ID, DD Information, and Control Title associated with the control.

   

5. Click Save in the Form Extension Manager side panel.
6. Click Close Side Panel.

Set the Number of Grid Records

1. In the Manage Existing Order form, click the Form Extension icon.
2. Right-click the grid header and select Grid Properties
3. In the Edit Properties dialog box, enter 15 in the Grid Row Count field.

   The Edit Properties dialog box should look like this:

   

4. Click OK
5. Click Save in the Form Extension Manager side panel.
6. Click Close Side Panel.
7. In the Manage Existing Order form, click Find.

   

   Note that the number of grid records displayed in one page is 15.

Associate a Description with a Grid Column

1. In the Manage Existing Order form, click the Form Extension icon.
2. In the Form Extension Manager side panel, select the Grid option.
3. In the Form Extension Manager side panel, use the Column Search field to search for the Payment Terms Code form control.
4. Drag and drop the Payment Terms Code form control to the grid.
5. Right-click the Payment Terms Code field and then select Associate Description from the context menu.

   

   The associated description is added for the Payment Terms Code field as shown in the following image:

   

6. Click Save in the Form Extension Manager side panel.
7. Click Close Side Panel.
8. In the Manage Existing Order form, click Find.

   The Manage Existing Order form grid should look like this:

   

9. Click Close.

Want to Learn More?

• Creating a Form Extension
• Approving User Defined Objects
• Securing User Defined Objects
• "Form Extensibility" in Using and Approving User Defined Objects