Oracle APPS Forms:Zoom functionality

Oracle APPS Forms:Zoom functionality

We will need to define three Rules for each of the forms used to achieve this. Each Rules will have their own set of Conditions and Actions.

The Rules definition logic will be as follows:


For the PO form

Create Menu Item

Check for NULL value

Open the Supplier form

For the Supplier form

Set initial value of Global Variable

Go to Block VNDR and enter Query mode

Execute query and set value of Global Variable back to NULL

How to create a Zoom from PO form to Supplier form

Navigate to the Purchase Orders window using the Purchasing SuperUser responsibility.

Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code > Personalize.

Rule Seq: 10

Description: Create Menu Item

Trigger Event: WHEN-NEW-FORM-INSTANCE

Context: User and set the value to your user name (don't forget to do this for every Rule you define)

Select the Actions tab

Actions Seq: 10

Type: Menu

Menu Entry: SPECIAL31

Menu Label: Zoom to Supplier Form
----------------------------------------------

Rule Seq: 20

Description: Check for Null

Trigger Event: SPECIAL31

Condition: :PO_HEADERS.VENDOR_NAME IS NULL

Context: User and set the value to your user name

Actions Seq: 10

Type: Message

Message Type: Error

Message Text: Supplier Name cannot be Null. Please enter or query a value.
----------------------------------------------

Rule Seq: 30

Description: Open the Supplier Form

Trigger Event: SPECIAL31

Context: User and set the value to your user name

Actions Seq: 10

Type: Property

Object Type: Global Variable

Target Object: XX_VENDOR (or name it wathever you want)

Property Name: VALUE

Value: =:PO_HEADERS.VENDOR_ID (using Object's identifier ID's as the Global Variable's value makes for a more robust custom)

Actions Seq: 20

Type: Builtin

Builtin Type: Launch a Function

Function Code: AP_APXVDMVD

Function Name: Suppliers

Save your work and exit all the forms.

At this point, you should test what you have done so far. From the Navigator, reopen the Purchase Orders form. From the menu bar, select Actions > Zoom to Supplier form (the menu item you defined earlier). Because you do not yet have a Supplier entered on your new PO and you're trying to Zoom to the Supplier form, you should see the error message that you defined in the Rule Seq 20. If this works, then continue with following:

Navigate to the Suppliers window using the Purchasing SuperUser responsibility.

Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code > Personalize.

Rule Seq: 10

Description: Set initial value of Global Variable

Trigger Event: WHEN-NEW-FORM-INSTANCE

Context: User and set the value to your user name

Select the Actions tab

Actions Seq: 10

Type: Property

Object Type: Global Variable

Target Object: XX_VENDOR (The Global Variable you defined earlier)

Property Name: INITIAL VALUE

Value: =NULL
----------------------------------------------

Rule Seq: 20

Description: Go to Block VNDR and enter Query mode

Trigger Event: WHEN-NEW-FORM-INSTANCE

Condition: :GLOBAL.XX_VENDOR IS NOT NULL

Context: User and set the value to your user name

Actions Seq: 10

Type: Builtin

Builtin Type: GO_BLOCK

Argument: VNDR

Actions Seq: 20

Type: Builtin

Builtin Type: DO_KEY

Argument: ENTER_QUERY
----------------------------------------------

Rule Seq: 30

Description: Execute query, go to Block SITE and reset Global Variable value to NULL

Trigger Event: WHEN-NEW-RECORD-INSTANCE

Trigger Object: VNDR

Condition: :GLOBAL.XX_VENDOR IS NOT NULL

Processing Mode: Both

Context: User and set the value to your user name

Actions Seq: 10

Type: Property

Object Type: Item

Target Object: VNDR.VENDOR_ID

Property Name: VALUE

Value: =:GLOBAL.XX_VENDOR

Actions Seq: 20

Type: Builtin

Builtin Type: DO_KEY

Argument: EXECUTE_QUERY

Actions Seq: 30

Type: Property

Object Type: Global Variable

Target Object: XX_VENDOR

Property Name: VALUE

Value: =NULL

Now go ahead and test your custom. Open the Purchase Orders form and start defining a new standard PO, enter a supplier in the Supplier field (in my example, I used "ABC Corp"). Click on (M) Actions > Zoom to Supplier Form



Bingo!, you are automatically taken to the Supplier form for "ABC Corp".



Once again, this is another example of how flexible Oracle Form Personalization is and don't forget how much time I have saved. It took me about 20 minutes to do this, including defining and testing. In the past, I would have had to send functional specs over to the Technical analyst and it would have taken a couple of days to have this done thru the Custom Library.

Try it, it's easy.