Oracle by Example brandingCreating and Displaying Badge Widgets for Most Ordered Item

section 0Before You Begin

This 30-minute OBE shows you how to create two badge type Widgets, one that displays a number and the other that displays a text value.

In this example, you will use the JD Edwards EnterpriseOne Orchestrator Studio to create a Widget that displays the quantity of the most ordered item and another Widget to display the name of the most ordered item in EnterpriseOne.

Background

While Watchlists can only display a count of records in EnterpriseOne, badge type Widgets on the other hand can display any number or text produced by an orchestration.

What Do You Need?

  • Access to a JD Edwards EnterpriseOne Release 25 environment with Tools Release 9.2.9.3 or later and the associated Tools roll-up ESU applied. JD Edwards EnterpriseOne Trial Edition running on Oracle Cloud Infrastructure is suitable, but you can use any environment with the proper Tools release.
  • Access to Orchestrator Studio.
  • Feature security and UDO action security for Widgets (WIDGET).
  • Feature security and UDO action security for composite pages (COMPOSITE).

section 1 Creating an Orchestration to Get the Quantity and Name of the Most Ordered Item

In this task, you will use the Orchestrator Studio to create an orchestration with a data request to fetch the item that has the highest total value in the quantity field.

  1. Access the Orchestrator Studio.
  2. Click the Data Requests icon and then click the New button.
  3. On the Data Request design page, complete these fields:
    • Name = Most Ordered Item
  4. Click the Product Code drop-down list and select a customer product code between 55 – 59.
  5. In the Table/View Name field, enter V43261A.
  6. Click Load.
  7. Enable the Aggregation option.
  8. To find the column for Order Type on the left, in the Filter field, enter Or Ty.
  9. In the Or Ty [F4311] (DCTO) row, click the Filter icon Filter Icon to add it to the Filter Criteria section on the right.
  10. Set the operator and value as:
    • Operator = is equal to
    • Value = OP
  11. Now you will find the field to aggregate (sum). On the left side of the window, change the value in the Filter field to Quantity.
  12. Order By Section
    Filter field - Quantity
  13. In the Quantity Ordered [F4311] (UORG) row, click the Aggregation Aggregation Icon icon.
  14. Click the Sum row. This adds a Sum aggregation to the Aggregations section on the right.
  15. In the same Quantity Ordered [F4311] (UORG) row on the left, click the Order by icon Order by Icon
  16. Scroll down to the Order By section on the right and set the order for the Quantity Ordered [F4311] (UORG) to Descending using the Order drop-down list.
    Order By Section
    Order By Section
  17. Change the value in the Filter field to Item.
  18. In the 2nd Item Number [F4311] (LITM) row, click the Group By icon Aggregation Group By Icon to add it to the Group By section on the right.
  19. Enable the Associated Description option.
  20. Save the Data Request.
    Data Request Window
    Data Request Window
  21. Click the Manage menu and select Create Orchestration. Keep the default values in the Name and Description fields.
  22. Click the End node and click Outputs and Assertions.
  23. Disable the Return all Grid Rows option.
  24. Disable the Select option for 2nd Item Number. Leave the default Select option for the other two rows.
    Outputs and Assertions
    Outputs and Assertions
  25. Save the orchestration.

    Note: Depending on your release, there is a known bug in the output display in the Orchestrator Studio. If you open the orchestration outputs again after saving, the options for values returned will show as disabled. They are saved as enabled, but the system does not display them correctly. You can ignore this issue and continue to the next step.

  26. Double-click the Start node to launch the Run Orchestrations page.
  27. Click Run. Verify that the result displays the following two fields in the response: the quantity and name of the most ordered item.
    Run Orchestrations
    Run Orchestrations

section 2Creating a Widget to Display the Quantity of the Most Ordered Item

In this task, you will create a Widget to display the Quantity value from the orchestration.

  1. Close the Run Orchestration page to return to the Orchestration.
  2. Click the Manage menu and select Create Widget.
  3. On the Widget page, keep the default description and enter values in these fields:
    • Name = Most Ordered Item Quantity
    • Title = Most Ordered Quantity
    • Badge Type = Numeric
    • Use Short Number Format = ON

      The system enables the Round option automatically.

    • Maximum Digits After Decimal = 1
  4. Click the Data Source tab.
  5. In the Outputs section, in the Value row, from the Orchestration Output drop-down list, select Quantity Ordered [F4311]-Sum.
  6. Leave the value for the Warning Threshold and Critical Threshold fields as blank.
    Threshold Type
    Threshold Type
  7. Click Save.
  8. Click the Preview tab.
  9. The Widget processes automatically.

    Verify that the preview displays the same result you saw when you ran the orchestration. The color of the badge is blue, and there is no directional arrow because the thresholds are not defined.


    Rendered Widget
    Rendered Widget

section 3Creating a Widget to Display the Name of the Most Ordered Item

In this task, you will create a Widget to display the item name value from the orchestration.

  1. Close the Widget Page to return to the Orchestrator Studio Home page.
  2. Click Widgets.
  3. On the Widget page, click New.
  4. Complete the following fields:
    • Name = Most Ordered Item Name
    • Title = Most Ordered Item Name
    • Badge Type = Text
  5. Click the Data Source tab.
  6. Click the Select Orchestration button.
  7. Select the Most Ordered Item orchestration.
  8. In the Outputs section, select 2nd Item Number [F4311]_desc as the Orchestration Output for the Value row.
    Outputs
    Outputs
  9. Click Save.
  10. Click the Preview tab.
  11. The system processes the Widget automatically. Verify that the preview displays the same result as you saw when you ran the orchestration. The color is blue because no warning or critical values are defined.
    Rendered Widget
    Rendered Widget

section 4Displaying the Widgets in EnterpriseOne

In this task, you will view the badge Widget in EnterpriseOne and configure a composed page to display the Widget.

  1. In the Tools drop-down list (top right), select JD Edwards EnterpriseOne.
  2. Click the Watchlists (flag) icon at the top of the page to expand the Watchlists drop-down list. The two new badge widgets Most Ordered Item Name and Most Ordered Quantity are displayed in the drop-down.
    Watchlists(flag)
    Watchlists (Flag) icon
  3. Note: If you don not see the Widgets in the list, sign out of EnterpriseOne and sign back in.

    Next, you will add the Widgets to a composed page.

  4. In the menu under your username, click Manage Content and select Composed Pages.
  5. Click the Create New Content button (page with a plus) at the top left of the window.

    Note: Or you can choose the Widgets composed page if you already created one in a previous OBE.

  6. If you are creating a new page, select Watchlist Pane (or you can just add it to the existing Watchlist pane from this OBE).
    Watchlist Pane
    Watchlist Pane
  7. Click the Add Item (plus) icon in the first cell the designer pane or click the Add Item (plus) icon on the second cell if you are adding the Widget to an existing Watchlist pane.
  8. Select Most Ordered Item Quantity. The list displays the title of the Widgets (UDO Name).
    Create Link to Watchlist Pane window
    Most Ordered Item Quantity
  9. Click the Add Item (plus) icon in the next cell in the designer pane and select Most Ordered Item Name.
    Most Ordered Item Name
    Most Ordered Item Name
  10. If you are working on a new composed page, click the Create New Content button again. Otherwise, you can use the existing designer pane that you created in the previous OBE.
  11. Hover over an empty grid cell in the designer pane, click the Add (Plus) icon.
    • If an empty cell is not available, you can use the down arrows in the grid to add a column or row.
  12. Enter these values to create an Application tile.
    • Tile Type = Application
    • Application ID = P43261
    • Associate Watchlists = ON
    • Click OK
  13. Click one of the Associated Watchlist (plus) icons (top-left for example).
  14. Associate Watchlist
    Associate Watchlist Icon
  15. In the Associate Watchlist window, select #Most Ordered Item Name (Most Ordered Item Name) - Badge - Text.
    Associate Watchlist
    Associate Watchlist
  16. Click one of the Associated Watchlist (plus) icons (top-right for example).
  17. In the Associate Watchlist window, select #Most Ordered Quantity (Most Ordered Item Quantity) - Badge - Numeric.
  18. Associate Watchlist
    Associate Watchlist
  19. Click OK.
  20. Verify that the composed page looks like the following example (this includes Past Due Orders, if you’ve completed the previous OBE).
    Associate Watchlist
    The Composed Page
  21. Click the Save button at the top of the composed page designer.
  22. Click OK.
  23. Click the X icon to close the designer pane.
  24. The new composed page is displayed with the same Widget in a Watchlist pane on the left as a Widget Tile, and as an associated Watchlist on an Application tile.

    The Watchlist in the pane and the associated Watchlists show that Diesel Fuel is the most ordered item with a quantity of 1.9B gallons.

    New Composed Page
    New Composed Page

section 0Conclusion

In this Oracle-by-Example (OBE), you learned how to design a badge type Widget to display any numerical or text output of an orchestration. You also learned that you can display this Widget in all the place where a Watchlist is displayed in EnterpriseOne.


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