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g b a d v i s o r s ORACLE APEX Workshop – Creating a Service Web Application Email: [email protected], Website: http://www.gb-advisors.com Copyright - GB Advisors, Inc. 2011 1 APEX Workshop – Creating a Service Management Web Application APEX Version 4.1 Created by: Alexander Guédez Email: [email protected] Doc Version: 1.0 Date: 10/16/2011

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Page 1: APEX Workshop – Creating a Service Management Web Applicationocom/documents... · Click on the menu SQL Workshop > Object Browser Click on Create > Table Table Definition Below

g b a d v i s o r s

ORACLE APEX Workshop – Creating a Service Web Application

Email: [email protected], Website: http://www.gb-advisors.com

Copyright - GB Advisors, Inc. 2011 1

APEX Workshop – Creating a Service Management Web Application

APEX Version 4.1

Created by: Alexander Guédez Email: [email protected] Doc Version: 1.0 Date: 10/16/2011

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ORACLE APEX Workshop – Creating a Service Web Application

Email: [email protected], Website: http://www.gb-advisors.com

Copyright - GB Advisors, Inc. 2011 2

Contents General Workshop Information .................................................................................................................... 3

Virtual BOX - Oracle Linux Virtual Machine .............................................................................................. 3

Oracle APEX 4.1 access ............................................................................................................................. 3

Service Management Application Background ............................................................................................. 4

Logging in Oracle APEX Workspace .............................................................................................................. 5

Taking notice of the APEX Development environment ............................................................................ 5

Creating Your Application Tables (Database) ............................................................................................... 6

Creating Your Database Application ........................................................................................................... 10

Running your Application for the First Time ............................................................................................... 17

Modifying Fields in your Application .......................................................................................................... 19

Modifying the Application Reporting Environment .................................................................................... 32

Adding more information to your Database Tables ................................................................................... 37

Example 1 ................................................................................................................................................ 37

Example 2 ................................................................................................................................................ 38

Interactive Report Tip ................................................................................................................................. 39

GB Advisors, Inc. ......................................................................................................................................... 40

Contact Us ............................................................................................................................................... 40

Errata ....................................................................................................................................................... 40

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General Workshop Information

Virtual BOX - Oracle Linux Virtual Machine username: root

password: oracle

Oracle APEX 4.1 access URL: http://192.168.56.101:8080/apex

Workspace: ORACLE

User: ADMIN

Password: oracle

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ORACLE APEX Workshop – Creating a Service Web Application

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Service Management Application Background

We wish to create an application that manages all types of service tickets. This application should store

the following service tickets information:

Service #

Service Title

Service Category

Contact Information (Name, email, phone number)

Description of the Service

Resolution

Created date

Resolved date

Last modified by

Last modified date

Additionally the web application should be password protected and have a login page to access the

application.

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Copyright - GB Advisors, Inc. 2011 5

Logging in Oracle APEX Workspace

Open a browser (Chrome, Firefox or explorer) and Login into Oracle Application Express using the URL:

http://192.168.56.101:8080/apex

For the login information use the following:

Workspace: ORACLE

Username: ADMIN

Password: oracle

Click on the Login button.

Taking notice of the APEX Development environment

After successfully logging in, you are redirected to the APEX development environment. Navigate some

of the pages to get the feeling of the environment. After you are done click on the Home tab to go back

to the APEX home page.

Application Builder

o (Create, Edit, Import, Export & Delete applications)

SQL Workshop

o (All related database actions)

Team Development

o (Software development task manager and maintenance )

Administration

o (Workspace Administration, users, monitor of activities)

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Copyright - GB Advisors, Inc. 2011 6

Creating Your Application Tables (Database)

Development of Applications starts at the database level first. After carefully gathering the requirements

about the functionality and data you wish to store in the new application, we can start creating our

tables

Click on the menu SQL Workshop > Object Browser

Click on Create > Table

Table Definition

Below you will find the table column definition that we will use for our application.

Table Name: GB_SERVICES

Column Name Datatype

SERV_ID NUMBER Not Null

SERV_TITLE VARCHAR2(100) Not Null

SERV_CAT VARCHAR2(50)

CONTACT_NAME VARCHAR2(100)

CONTACT_EMAIL VARCHAR2(100)

CONTACT_PHONE VARCHAR2(20)

SERV_DESC VARCHAR2(4000)

SERV_RESOLUTION VARCHAR2(4000)

SERV_DATE DATE

SERV_RES_DATE DATE

LAST_MODIFIED_BY VARCHAR2(100)

LAST_MODIFIED_DATE DATE

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Fill out the information for your new table

Click Next >

Primary Key

From radio button Select Primary Key: Populated from a new sequence

From drop list Select Primary Key: SERV_ID(NUMBER)

Click Next >

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Foreign Keys

We have no need for foreign keys at this moment

Click Next >

Constraints

Click Next >

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Create Table

Click Create >

Review Table

Review the Created table and click on the properties tabs of the table and review the results (Table,

Data, Indexes, Model, etc.)

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Creating Your Database Application

After we have created our table GB_SERVICES we can move to the User Interface (UI). In this section we

create the Application.

Click on the menu SQL Workshop > Object Browser

Creating an Application

Click Create >

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Types of Applications

Select the type of application you wish to create. Regularly it will be a Database Application.

Select from the radio buttons: Database

Click Next >

Application Precedence

We are creating an application from “0” meaning scratch. If you had an Excel spreadsheet Oracle APEX

could create a functional application from it in just a couple of simple steps. However this is not part of

this workshop.

Select from the radio buttons: From Scratch

Click Next >

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Application Name and ID

Let’s assign a Name and unique ID to our application. It is required by APEX that the Application ID

should be unique.

Write in form field “Name”: GB Service Management

Write in form field “Application”: 300

Click Next >

Adding Pages to the Application

During the application creation process we can create a couple of pages of our application.

Select from the “Add Page” section radio buttons: Report and Form

Select from form field “Table Name”: GB_SERVICES

Click Add Page >

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The resulting page should look like this

Click Next >

Adding Navigation Tabs to the Application

Select from the radio buttons: One Level of Tabs

Click Next >

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Copy Shared Components from another Application

Click Next >

Select Authentication Scheme, Date and Language Preferences

Click Next >

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Selecting a Theme for your Applications Look and Feel

Here you can select a customized look and feel for your application. We have selected theme – 23.

Scroll to the end of the Page

Select from radio buttons: Theme - 23

Click Next >

Final Review

Click Create >

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The resulting page should look like this. If take a close look you will find that the application creation

process has automatically build for us 3 pages:

Page 1: Gb Services

o Search and reports page that will be our home page.

Page 2: Gb Services

o A form page to input, update and delete data from the database table.

Page 101: Login

o Login page with username and password.

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Running your Application for the First Time

After completing the creation of the application we wish to run the application to see the final result. To

accomplish this we click on the large icon called “Run Application”

Click on the “Sub Menu Icon”: Run Application

Entering your Application Credentials

During the application creation process we can create a couple of pages of our application.

Write in form field “Username”: admin

Write in form field “Password”: oracle

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Navigating the GB Services Application

This is you Page 1 in your application also referred as Home Page. Notice that in the Home Page we have

created a report with a search box automatically during the creation of the application. Let’s navigate to

the next page that was created automatically.

Click Create >

This is our Page 2, this page will help us insert, delete and update information from our database table.

Please take a closer look at the navigation buttons at the bottom of this page. During the process of

programing this buttons appear in all pages as quick links for a faster development.

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Modifying Fields in your Application

Let’s enable the “Edit Links” in our application to make changes quicker on the page items.

On the “Bottom Menu” click: Show Edit Links

Now we will edit the item definition of our field. By clicking on the yellow icon on the right side of the

item, a new popup window will appear with the detailed information of our item. Don’t close the

original window with the form, please maintain both windows opened.

Click on the Yellow Icon located on the right side of the “Serv Title”.

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Changing an Item Appearance

We now will modify the visible length of the Item “Serv Item” (P2_SERV_TITLE) and make the value of

the Item required.

In the “Displayed” section write in form field “Width”: 100

In the “Settings” section select from drop list field “Value Required”: Yes

Click Apply Changes

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Reviewing Changes

To review the changes go to the original form window (Page 2 of our application) and click on the

browser “Refresh” button to see the changes on our form item. Let’s continue with the changes of our

other items.

In the Original Gb Services form window of our application click “Refresh” on the browser window

Click on the Yellow Icon located on the right side of the “Serv Cat”.

In the “Page Item” section select from drop list field “Display As”: Select List

In the “List of Values” section click on the link: Create or edit status List of Values

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In the “Static List of Values” section write the information of the ticket types:

IT Ticket / Telephony

Facilities Management

Human Resources

Click Apply

Review the item changes and submit the information.

Click Apply Changes

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Click on the Yellow Icon located on the right side of the “Serv Desc”.

In the “Page Item” section select from drop list field “Display As”: Textarea

In the “Displayed” section write in form field “Width”: 100

In the “Displayed” section write in form field “Height”: 4

Click Apply Changes

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In the Original Gb Services form window of our application click “Refresh” on the browser window

Click on the Yellow Icon located on the right side of the “Serv Resolution”.

In the “Page Item” section select from drop list field “Display As”: Textarea

In the “Displayed” section write in form field “Width”: 100

In the “Displayed” section write in form field “Height”: 4

Click Apply Changes

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In the Original Gb Services form window of our application click “Refresh” on the browser window

Click on the Yellow Icon located on the right side of the “Serv Date”.

In the “Default Value” section write in form field “Default Value (used when both….)”: return sysdate

In the “Default Value” section select from drop list field “Default Value Type”: PL/SQL Function Body

Click Apply Changes

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Copyright - GB Advisors, Inc. 2011 26

In the Original Gb Services form window of our application click “Refresh” on the browser window

Click on the Yellow Icon located on the right side of the “Last Modified by”.

In the “Read Only” section select from drop list field “Read Only Condition Type”: Always

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Copyright - GB Advisors, Inc. 2011 27

In the Original Gb Services form window of our application click “Refresh” on the browser window

Click on the Yellow Icon located on the right side of the “Last Modified Date”.

In the “Read Only” section select from drop list field “Read Only Condition Type”: Always

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In the Original Gb Services form window of our application click “Refresh” on the browser window

On the “Bottom Menu” click: Hide Edit Links

On the “Bottom Menu” click: Edit Page 2

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In the “Page Processing” section right click on top of “Processes” object and select “Create”.

Select from radio buttons: PL/SQL

Click Next >

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Write in form field “Name”: Assign_security_data

Write in form field “Sequence”: 0

Click Next >

Write in form text area “Enter PL/SQL Page Process”:

:P2_LAST_MODIFIED_BY := :APP_USER;

:P2_LAST_MODIFIED_DATE := SYSDATE;

Click Create Process >

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Click Run >

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Modifying the Application Reporting Environment

Create a record similar or equal to the one created in the screen shot

Fill the Form

Click Create >

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Click on the “Actions” button and select “Select Columns”

Select the columns that you want to appear in your default report.

Click Apply >

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Click on the “Actions” button, under “Format” select “Compute”

Write in form field “Column Heading”: Status

Write in form text area “Computation Expression”: DECODE(J,null,'Open','Closed')

Click Apply >

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Review the new compute column called “Status” in your report .

Click on the “Actions” button and select “Save Report”

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Select from drop list field “Save”: As Default Report Settings

Click Apply >

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Adding more information to your Database Tables

Now is the moment to start adding more records to your database tables, feel free to add all the records

that you wish. Below you will find a couple of examples that you could use. Your GB Service application

is complete. Note: Use some time to look at the Interactive report, it has many features and is very

powerful.

From the Home Page (Gb Services page 1) Click Create

Fill the Form

Click Create >

Repeat steps as deem necessary

Example 1

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Example 2

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Interactive Report Tip

In any point in time you can reset your interactive report by going to the Actions button and clicking on

Reset. This will place your report in the last Saved State.

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GB Advisors, Inc.

GB Advisors is a high-level company specialized in the development of integral technical solutions. It was

established in 2004, and currently serves clients in Puerto Rico and the Caribbean. Our personnel’s high

level of expertise, and the quality of our services, has resulted in a rapid increase in the demand for our

solutions, as well as in the diversification of the services we offer.

We boast a highly trained multidisciplinary team, and ample experience in the implementation of

corporate and government solutions. This allows us to deploy customized solutions for a wide variety of

organizations, in all kinds of environments. For more information go to http://www.gb-advisors.com.

Contact Us

At GB Advisors we are at your disposal to answer any questions, inquiries or doubts you may have

regarding the services that we offer.

Our Staff may be reached through the following telephone numbers and e-mail addresses in order to

provide you with the answers that you need.

Sales: [email protected]

Support: [email protected]

Resumes: [email protected]

Telephone: +1 (787) 708-6743

Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you

find a mistake in this document—maybe a mistake in the text or the code—we would be grateful if you

would report this to us. By doing so, you can save other readers from frustration and help us improve

subsequent versions of this document. If you find any errata, please report them by

emailing: [email protected] , once your errata are verified, your submission will be accepted and

the errata will be uploaded on our website, or added to any list of existing errata, under the Errata

section of that title.