Inserting Subrecords into Records

Subrecords enable you to aggregate and configure a group of fields as a set, which you can then insert in multiple record definitions. All subrecord fields and configured properties propagate to the subsuming record definition.

You must define a subrecord before you can insert it into a record definition. You create and configure a subrecord as you do any record definition; however, you do not build subrecords because they are PeopleSoft structures, not standalone database structures. Select Insert, and then Subrecord... to search, select, and insert subrecords into a record.

Viewing a Subrecord

Any open record in which a subrecord is inserted can have the subrecord expanded into the same record definition window by selecting View, and then Expand All Subrecords. After selecting this option, the parent record definition expands to show the fields in the subrecord. Subrecord fields are shaded.

When the subrecord is expanded, you cannot insert, cut, delete, paste, reorder, or sort fields. If you reordered the display of the fields, you cannot expand the subrecords.

The expanded subrecord fields are read-only, which means that you cannot change the properties of these fields. To access the properties, first open the subrecord. The shortcut to opening a subrecord is to click the expanded subrecord and select View Definition. This action opens a subrecord definition from which you can view the properties of the fields.

Collapse the subrecord by selecting View, and then Collapse All Subrecords.

Nesting Subrecords

Nested subrecords are fully supported to any level. Expanding a record toggles the record field list to show all of the fields from all levels of nesting. Changes to subrecords are immediately reflected in expanded records.

Editing PeopleCode in Subrecords

You can edit PeopleCode that is attached to a subrecord field by double-clicking the appropriate field as it appears in the expanded record. Any PeopleCode changes that you make apply to all records that contain that subrecord.

Configuring Persist in Menu Properties

Important:

Persistent search, the drop-down menu, and other forms of classic navigation are no longer supported. The default navigational interface for PeopleSoft applications in the current release is based on the fluid banner, which can be used for both classic and fluid applications.

All Persist in Menu properties that you explicitly define on record fields in subrecords propagate to all subsuming record definitions. When you configure custom persistent search fields, the Persist in Menu properties in both the subrecord and its subsuming records are counted toward the maximum number of persisted fields. Selecting the Persist in Menu property for record fields in a subrecord that is already being used by other record definitions displaces any lower order fields that, as a result of the subrecord reconfiguration, are beyond the five-field maximum.

See Configuring Search Results Grid Columns in Persistent Searches.