Enable attachment button for an Oracle Apps formPosted by Abhijit Ray ⋅ April 23, 2012 ⋅ 13 Comments Filed Under  attachment function, block declaration, document categories, document entity, entity declaration

All Oracle forms are not enabled to accept attachments, by default. We can enable the forms so that we can attach documents, URL, and also text as attachments for each record/transaction. I have demonstrated how to setup this functionality for the User form in Oracle.

If we open the User form, prior to setup, we shall find the attachment button disabled.

Since we shall enable the form to accept attachment we shall get some information about the form which is need for configuring attachments.

Click on Help > Diagnostics > Custom Code > Personalize. Note the Function Name

Close the Personalize form. Now we need to check the block and exact field names for USER_ID and USER_NAME fields as these will be configured later.

Click on Help > Diagnostics > Examine

Change the field to USER_ID

Change the field to USER_NAME

We shall use USER_ID and USER_NAME fields later on. Close the form

  Setup steps

Responsibility: Application Developer. All configurations will be done in this responsibility.

Step 1: Create document entity

Navigation: Attachment > Document Entities

Create a new record

Table: FND_USER

Entity ID: FND_USER

Entity Name: User

Prompt: User

Application: System Administration

Save and close form

Step 2: Create attachment function

Navigation: Attachment > Attachment Functions

Create a new record

Type: Function

Name: FND_FNDSCAUS (This is the function name as setup on the Functions form)

User Name: Users (This value is populated automatically by Oracle when the function name is selected)

Enabled: Checked

Click on Categories button.

You can add as many categories you like. We shall add 2 categories, Web and Documents.

Close this window and go back to the mail form. Click on Blocks button.

Create a new record.

Block Name: User (We had picked this value from the form earlier)

Secured By: None

Context 1: USER.USER_NAME (BLOCK.FIELD_NAME from the User form)

Click on Entities button. Enter the values

1. Entity: User (from the LOV)2. Display Method: Main Entity3. Include in Indicator: Checked4. Include in View: Unchecked

Privileges tab

Query: Always

Insert: Always

Update: Always

Delete: Always

Click on Primary Key Fields tab

Primary Key Fields tab

Enter Key 1 as USER.USER_ID. This is the primary key of the main block.

Save the and close the form.

Step 3: Add document category

Navigation: Attachment > Document Categories

Create a new record

Category: User

Default Datatype: File (It can be any option from the LOV. Add if you require it as this field can be blank as well)

Save the form. Click on Assignments button.The default Type is Function. Add the name of the function, i.e. Users (This is the User Name of the function defined in Attachment Functions form).

Save and close the form

   Test the functionality

Open the User form.

Now the attachment button is enabled. We shall attach a document for a user. Query for user SA1.

Now click on the attachment icon on the menu. The attachment form opens. Check the values available for Categories. We had enabled Web and Documents categories this form function. We get to pick only these 2 values.

We shall select category, Web and choose Data Type as File

Click on Browse button and select a file.

Click on Open

Click on Submit

Now close this window and go back to the form

Click on Yes button. Check the Source tab

Save and close this window.

We can check the attached document in the database as well. Connect to the database and execute the following query,

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SELECT attached_document_id, document_id, seq_num, entity_name, pk1_value, category_idFROM fnd_attached_documentsWHERE entity_name = 'FND_USER' AND pk1_value = (select user_id from fnd_user where user_name = 'SA1')

The uploaded document is attached to the record by the user_id (pk1_value). The form will now accept documents for all users on the user form.

Note: ENTITY_NAME field in the table FND_ATTACHED_DOCUMENTS has the same value as the Entity ID entered on Attachment Entity form in Step 1.

Cheers!