Excel to CI PeopleCode Usage - peoplesoft

I am trying to get a better understanding how how a Excel to Component Interface definition uses Component and/or Record PeopleCode to execute business logic/validations.
If I open a Component definition (that my Component Interface (CI) uses) and click on the Structure tab I have a list of all the records and fields in the component. I can expand a record and right click on a specific field and it brings up a "Component PeopleCode" editor window. I've noticed that for a specific field on a record, the Component PeopleCode does not have any code in it, however the actual Record PeopleCode does has PeopleCode for the same field. My question is when the Excel to CI runs, does it execute the PeopleCode only associated to the Component, and/or the Record PeopleCode? Here are a couple screenshots to illustrate the above:
Record PeopleCode for field ITM_STATUS_FUTURE (has code):
Component PeopleCode for same Record/field ITM_STATUS_FUTURE:
I'd like to know whether the CI will execute both the Component and Record Peoplecode above. Thanks in advance.

The Component Interface will execute both the Record PeopleCode and the Component Record PeopleCode. You can find more information in the PeopleCode Developer's Guide, PeopleCode and the Component Processor section.
The ordering is that it processes by record, and for each record, it processes record PeopleCode and then component PeopleCode.

Related

Clear filter query before running next script

The Setup
I have a project table displaying values from a Calculated SQL data model. The table has edit buttons for each row that when clicked open a page fragment for editing the relevant project.
Because the display table is showing values from a Calculated SQL model, the edit button runs this query to load the underlying project record from the Cloud SQL source model.
// onClick edit button event handler
var calcTableIds = widget.datasource.item.projectsTableId; // Calculated SQL model
var projectsTableIds = app.datasources.projects; // Cloud SQL model
projectsTableIds.query.filters.Id._equals = calcTableIds;
projectsTableIds.load();
app.showDialog(app.pageFragments.ProjectEdit);
The Problem
The issue I'm having is that after a project record has been edited, subsequent functions I attempt to run that reference the Cloud SQL model only display results for the last edited project record.
I believe I need to run a script upon closing the project edit window that will reverse the query filter but I haven't been able to figure out a solution on my own.
FYI, the script I'm attempting to run after editing a project is the AMU Export function which should export all records from my Cloud SQL model to a spreadsheet but instead only exports the last edited record.
As per the official documentation, you need to use the method clearFilters(). So when closing the fragment simply do:
app.datasources.THEDATASOURCE.query.clearFilters();
app.datasources.THEDATASOURCE.load();

How to programmatically link newly created records to a record from another table

Thanks in advance for your advice!
Background
I’m creating a database to track orders placed by customers.
An ‘Orders’ table stores general details about an order like the customer’s name, order date, and delivery-required date.
A separate ‘Order_Items’ table stores the specific items that the customer has ordered.
The is a one-to-many relationship between the ‘Orders’ table and ‘Order_Items’ table, i.e. one ‘Order’ can have many ‘Order_Items’, but each ‘Order_Item’ must be associated with only one ‘Order’.
Current State
Currently, I have a page where the user creates a new ‘Order’ record. The user is then taken to another page where they can create as many ‘Order_Item’ records as are needed for the order.
Desired State
What I would like to achieve is: When a user creates new ‘Order_Item’ records, it automatically allocates the current ‘Order’ record as the foreign key for the new ‘Order_Item’ record.
What I've Tried So Far
Manual Action By The User: One way of establishing the link between an 'Order' and all of its 'Order_Items' would be to add a drop-down widget which which effectively asks the user something like "Which order number do all of these items belong to"? The user's action would then establish the link between the two tables and associate one 'Order' with many 'Order_Items'. However, my goal is for this step to be handled programatically instead.
Official Documentation: I’ve referred to the offical documentation which was useful, but as I'm still learning I don’t really know exactly what to search for. The prefetch feature appeared promising but does not actually establish a link; it just loads associated records more efficiently.
App Maker Tutorials: I found an App Maker tutorial which creates an HR App where a user can create a list of ‘Departments’, then create a list of ‘Employees’, and then link an ‘Employee’ to a ‘Department’. However, in the example app this connection is established manually by the user. In my desired state I would like the link to be established programatically.
Manual Save Mode:
I’ve also tried switching to manual save mode so that the user has to create a draft ‘Orders’ record and then several draft ‘Order Items’ records and then save them all at once. However, I haven’t managed to make this work. I’m not sure whether the failure of this approach is because 1) I’m try to create draft records on more than one table, 2) I’m just not doing it correctly, or 3) I thought I read somewhere that draft records are deprecated.
Other Ideas
I'm very new to this field and am may be wrong, but I have a feeling I may need to use some scripting to establish the link. For example, maybe I could use a global variable to remember which 'Order' the user creates. Then, for each 'Order_Item' I could use the onBeforeCreate event to trigger a script that establishes the link between the 'Order_Item' and the 'Order' that was remembered from the previously established global variable.
Updated Question
Thanks Markus and Morfinismo for your answers. I have been using both answers with some success.
Morfinismo: I've successfully used the code you directed me to on existing records but cannot seem to get it to work for newly created records.
For example:
widget.datasource.createItem(); // This creates a new record
var managerRecord = app.datasources.Manager.item; // This sets the Manager of the currently selected parent record as a variable successfully.
var teamRecord = app.datasources.Teams.item; // This attempts to set the Manager of the currently selected record as a variable. However, the record that was created in line 1 is not selected. Therefore, App Maker does not seem to know which record this line of code relates to and returns the error Cannot set property ‘Manager’ of null.
// Assign the manager to the team.
teamRecord.Manager = managerRecord; // This successfully assigns the manager but only in cases where the previous line of code was successful (i.e. existing records and not newly created ones).
Do you have any suggestions or comments on how to apply this code to records that are created by the initial line of code in line 1?
I have found the easiest way to create related items for situations such as yours is to actually import a form with the datasource set to Parent: Child (relation) or Parent: Child (relation) (create). So in your case the datasource would need to be set to Order: Order_Items (relation).
You can get this accomplished in two different ways using the form widget wizard:
Option 1:
If your page datasource is set to Order_Items, drag your form on your page.
In the datasource selection section, your datasource in the form widget should default to `Inherited: Order_Items'. Click the 'Advanced' button in the bottom left corner, then from the datasources category find Order as your datasource, then select relations in the next field, and then Order_Items in the next field, choose 'Insert only' or 'Edit' form and then the appropriate fields you want in the form.
Now every item that gets created in that form will automatically be a child record of the currently selected record in your Order datasource.
Option 2:
If your page datasource is set to Order, drag your form on your page.
In the datasource selection section, your datasource in the form widget should default to Inherited: Order. Scroll down in your datasource selection section until you find Order: Order_Items (relation), then choose 'Insert only' or 'Edit' form and then the appropriate fields you want in the form.
Now every item that gets created in that form will automatically be a child record of the currently selected record in your Order datasource.
In your Order model, make sure that the security setting is set appropriately that a user is allowed to create relations of Order_Items in Order. That is the simplest approach in my opinion since you don't have to hard code the parent into your form or client/server scripts. It is automatically based on the currently selected parent, and is essentially doing the same thing that #Morfinismo explained in the client script section.
The comment I placed under your question included a link to the official documentation that explains what you need. Anyways, your question is not clear enough to determine whether you are creating the records via client script or server script, hence this is a very general answer.
To manage relations via client script:
var managerRecord = app.datasources.Manager.item;
var teamRecord = app.datasources.Teams.item;
// Assign the manager to the team.
teamRecord.Manager = managerRecord;
// Changes are saved automatically if the datasource in auto-save mode
// Add a team member to a Manager's team.
// Note: Retrieve Members on the client before proceeding, such as by using prefetch option in datasource - datasources Team -> Members)
var engineerRecord = app.datasources.TeamMember.item;
teamRecord.Members.push(engineerRecord);
To manage relations via server script:
// Get the record for the Team to modify.
var teamRecord = app.models.Teams.getRecord("team1");
// Assign a manager to the Team.
var managerRecord = app.models.EmployeeDB.getRecord("manager1");
teamRecord.Manager = managerRecord;
// Note: The new association is not saved yet
// Assign a team member to the Team.
var engineerRecord = app.models.EmployeeDB.getRecord("engineer1");
teamRecord.Members.push(engineerRecord);
// Save both changes to the database.
app.saveRecords([teamRecord]);
The above information is taken directly from the official documentation, which like I said, I referred to in the comment I placed under your question.

When passing an ObservableCollection using MVVM Light's messaging, is a copy passed or is a reference passed?

We're working on a new WPF app, using MVVM Light. We've got a customized ObservableCollection which starts as being bound to a datagrid. According to the project's specification we have to start on a form showing the datagrid and then when a user selects a row we show the user a detail view in another form. At this point we're getting the selected row and assigning that to an object which we assign to a MVVM Light message so that the detail view will be able to display the record's details.
Now that we're getting into this we've encountered a complication. The specs require that the detail view be able to navigate through the collection, even though at this point it doesn't have the collection. We had through we could accomplish this through an interface we defined that we called IRecordService, implementing it for each type of record we work with. However the problem is that the record has no idea if its the first record in the collection, the last one, etc. And that's necessary because of buttons on the detail form where people can navigate through the collection. We've been trying to do this with, for example CustomerRecordService, but so far that hasn't worked out. Perhaps it will if we keep at it.
But I've been wondering, what if instead of creating an object that has the selected record in it which gets passed into a message, we instead pass the whole collection and the key to the selected record into the message which then is caught by the detail viewmodel? My co-workers primary concern is how is the ObservableCollection passed, under these circumstances? Is a copy of the ObservableCollection passed or a reference to theObservableCollection that's in the listing viewmodel? I would think its a reference, but wanted to ask to make sure I'm right, or not.
It has to be just a reference. Otherwise messenger would have to know how to clone every single object. But you can easilly check it. After you get an object in your details viewmodel, change it. Add something, remove something and change some parameter of some objects in the collection. Then check if it has been changed in the main form with the grid.

Can you create a joined view from task list and related content?

I'm trying to create a view of approval tasks that also includes a column from the related form library. I have tried creating a linked data source between the tasks list and the form library, but have trouble finding much information on creating linked views with the task list.
I have tried:
http://deannaschneider.wordpress.com/2012/07/25/joining-the-task-list-with-related-content-in-a-dvwp/
without luck - it just tells me "there are no items to show in this view." which I assume means it couldn't be joined correctly with the specified table.
I am using the standard approval workflow.
Here is the closest solution I've found so far
1.) Create task form fields in SharePoint designer.
2.) Go into Approval(1) to add the task form fields.
3.) Click 'Change the behavior of a single task'. Add 'Set task field' action in the Before a task is assigned section to set the task form fields to get the value of Current Item:ID.
4.) Use the new task field to create your subview on your linked datasource
While not optimal - and it created me many different problems - I was able to create the view desired.
Hopefully someone will come up with a better solution.

Event calling sequence in application designer in peoplecode

As there are following event sets in Peoplecode
Record Field,
Component Record Field,
Component Record,
Component, etc.
And also they contain events which are common in one or more event sets like
field change event is present in both Record Field and Component Record Field..
Then in this case if we have written the field change event, from whose event set does this event gets called?
The "PeopleSoft Component Processor Flow Chart" is very helpful for determining the sequence of PeopleCode events.
http://peoplesoftcomponentprocessorflowchart.blogspot.com/
A basic flow of useful PeopleCode events when component is first loaded are:
Search Record - SearchInit
Search Record - SearchSave
Component - PreBuild
Record Field - FieldDefault
Record Field - FieldFormula
Record Field - RowInit
Component - PostBuild
Page - Activate

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