Formatted Reports (Commercial Invoice) in Oracle APEX - Part 34
Summary
TLDRIn this Tech mining video, the tutorial guides viewers through creating a parameterized form to generate commercial invoices for specific orders. The process involves setting up a list of values, designing a report query, and utilizing an XML file to define the report layout. The video also demonstrates how to create an invoice template in Microsoft Word and upload it to Oracle Apex for automated printing. The final steps include testing the system to ensure it fetches and prints orders based on user input.
Takeaways
- 📝 The video tutorial focuses on creating a parameterized form to print specific orders using a report query in Oracle Apex.
- 🔍 It uses techniques similar to those in a previous video to generate commercial invoices for placed orders.
- 📋 The process begins by creating a list of values in the shared components interface for user selection.
- 👤 A select list is added to the form to display user IDs, allowing the user to select one for printing orders entered by that user.
- 🔑 The default value for the select list is the ID of the logged-in user.
- 🔘 A button is created for submitting the page and sending a print request to the print server.
- 💾 The report query is designed to filter data using parameters passed from the form.
- 📑 The report layout is exported as an XML file, which is used in subsequent steps.
- 📝 An invoice template is created in Microsoft Word, using the XML file from the previous step.
- 🖱️ The template is formatted to print each new invoice on a separate page and includes a table for field placement.
- 📁 The RTF template is then uploaded to Oracle Apex for use in the report generation process.
- 📈 The final step includes testing the functionality, accessing the page from the main navigation menu, and verifying the printing of specific records based on user input.
Q & A
What is the main topic of the video?
-The video is about creating a parameters form to print specific orders by passing parameter values to an underlying report query in a tech application.
What techniques are used in this video?
-The techniques used in this video are similar to those used in a previous video, focusing on generating commercial invoices for placed orders.
Where can I find the list of values used in the shared components interface?
-The list of values is created from scratch in the shared components interface, and the file used is provided in the description of the video or in the Part 9 folder.
What is the purpose of the blank page created in the video?
-The blank page is created to receive parameters that will be used to print specific invoices.
How many page items are added under the invoice report region?
-Two page items are added under the invoice report region.
What is the function of the select list added under the text field items?
-The select list displays the IDs of all users, allowing the user to select one ID to print the orders entered by that particular user.
What is the default value for the select list showing user IDs?
-The default value for the select list is the ID of the logged-in user.
What happens when the button on the page is clicked?
-When the button is clicked, the page is submitted, and an associated branch forwards a print request to the print server.
What is the purpose of the report query created for the invoice?
-The report query filters data using parameters passed to it from the page, allowing for the generation of invoices based on specific criteria.
What file format is the report definition exported as?
-The report definition is exported as an XML file named 'invoice XML'.
How is the invoice template created in Microsoft Word?
-The invoice template is created by following specific steps, including formatting the template and inserting a table to place fields accordingly, using the XML file from the previous step.
What file format should the completed invoice template be saved as?
-The completed invoice template should be saved as a Rich Text Format (RTF) file.
How is the RTF template uploaded to Oracle Apex?
-The RTF template is uploaded to Oracle Apex by calling Page 50 in the page designer and creating a specific branch to handle the print request.
How can the print request be accessed from the main navigation menu?
-The print request can be accessed from the main navigation menu under 'Advance Reports' by selecting the 'Customer Invoice' option.
What happens when a specific order number is entered in the form?
-When a specific order number is entered, the system will fetch and display the record of that specific order if it exists.
Outlines
📝 Creating a Parameterized Form for Order Reports
This paragraph introduces the video's objective to create a parameters form for generating specific order reports. The process involves using techniques from a previous video to generate commercial invoices for placed orders. The video begins with creating a list of values in the shared components interface, which will be used to filter orders by user selection. The list is utilized to print orders entered by the selected user. The video also provides a file in the description for reference, which can be accessed by opening the Part 9 folder.
🖨️ Setting Up the Invoice Report Query and Template
The second paragraph details the creation of a report query for invoices, which filters data using parameters passed from a page definition. It explains the process of exporting the report layout as an XML file named 'invoice XML'. The viewer is then guided to open Microsoft Word to create an invoice template, using the previously saved XML file. The template is formatted to print each new invoice on a separate page, with a table to organize the fields. The template is saved in Rich Text Format (RTF) and is also provided in the source code's Part 9 folder.
🔗 Uploading the RTF Template and Testing the Print Function
In this paragraph, the focus is on uploading the RTF template to Oracle Apex and setting up a branch in the page designer to handle the print request when the 'Print Invoice' button is clicked. It emphasizes the importance of ensuring the request value is properly formatted without leading or trailing spaces. After saving the work, the video demonstrates testing the functionality by accessing the page from the main navigation menu and entering specific user IDs to display the corresponding orders. The testing shows how entering a user ID fetches all records entered by that user, and entering an order number brings up the specific record if it exists.
👋 Closing Remarks and Invitation to the Next Video
The final paragraph serves as a conclusion to the video, thanking viewers for watching and inviting them to join the next video in the series. It summarizes the functionality demonstrated, where entering a specific order number will display only that particular record if it is available in the system.
Mindmap
Keywords
💡Tech mining
💡Parameters
💡Shared Components Interface
💡List of Values
💡Report Query
💡Invoice
💡XML Data Source
💡Microsoft Word
💡RTF Format
💡Oracle APEX
💡Branch
Highlights
Introduction to creating a parameters form to print specific orders via a report query in Tech mining video.
Utilizing shared components interface to create a list of values for user-selected orders.
Explanation of how to print only those orders entered by the user selected from the list.
Creation of a blank page for receiving parameters to print specific invoices.
Adding page items under the invoice report region for printing single or range of orders.
Inclusion of a select list to show user IDs for printing orders by specific users.
Setting the default value of the select list to the ID of the logged-in user.
Creation of a button for submitting the page and forwarding a print request to the server.
Saving work with the save button and its significance in the workflow.
Creating a report query for the invoice that filters data using parameters from page 50.
Exporting report definition as an XML file for use in subsequent steps.
Opening MS Word to create an invoice template using the previously saved XML file.
Formatting the template in MS Word by following specific steps for layout and design.
Insertion of a table in the template to place fields accordingly.
Saving the template as an RTF file and its subsequent upload to Oracle Apex.
Creating a branch in the page designer to send a print request when the print invoice button is clicked.
Ensuring the request value contains no leading or trailing spaces for proper functionality.
Testing the work by accessing the page from the main navigation menu and observing the results.
Demonstration of fetching records by entering a specific user's name and observing the corresponding orders.
Highlighting the ability to display specific records by entering an order number if it exists.
Closing remarks and anticipation for the next video in the series.
Transcripts
a very warm welcome to Tech mining
in this video we'll create a parameters
form to print specific orders by passing
parameter values to the underlying
report query
we will use the same techniques used in
the previous video
this time we are generating commercial
invoices for the placed orders
let's get started
first we have to create the list of
value from scratch in the shared
components interface
[Music]
you will utilize it in the next step to
print only those orders entered by the
user selected from this list
foreign
[Music]
is provided in the description of the
video by opening Part 9 folder you'll
get the file used
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thank you
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foreign
now let's create a blank page
the page will receive parameters to
print specific invoices
[Music]
foreign
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under body node
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add two page items under the invoice
report region
using these items you can print a single
order or a range of orders
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foreign
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thank you
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add a select list under the two text
field items this select list item will
show the IDS of all users from which you
can select one ID to print the orders
entered by that particular user
[Music]
foreign
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this expression displays the ID of the
logged in user as a default value for
this select list
[Music]
now create a button
when you click this button the page is
submitted in an Associated Branch
forwards a print request to the print
server
[Music]
by clicking the save button your work
will be saved
[Music]
in this step we are creating report
query for the invoice
foreign
[Music]
as you can see the SQL query filters
data using the three parameters passed
to it from page 50.
XML data for data source for report
layout exports your report definition as
an XML file
a file named invoice XML will be saved
to your disk this file is utilized in
next step
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open MS word
now we are creating invoice template in
Microsoft Word
foreign
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XML file in previous step
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foreign
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foreign
follow these steps to format the
template
double-click the group field titled
group row by order ID
this step will print each new invoice on
a separate page
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I inserted a table to place these fields
accordingly
foreign
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thank you
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foreign
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foreign
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foreign
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foreign
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to your hard drive as invoice
then select its type to Rich text format
RTF
after performing all these steps this is
the template which will be generated
it's also provided in part 9 folder of
source code with the same name
close Microsoft Word
now we have to upload this RTF template
to Oracle Apex
[Music]
foreign
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call Page 50 in the page designer to
create the following branch
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this branch is being added to send a
print request when the print invoice
button is clicked
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foreign
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make sure that the request value should
not contain any leading or trailing
space
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save your work
now let's test our work
you can also access this page from the
main navigation menu under the advance
reports by selecting this customer
invoice option
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by entering this value all the records
will be fetched entered by this user
foreign
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just two orders so you see only the two
entered by this user
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changing the username will bring up the
records entered by this user named demo
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this user has entered 17 orders so all
of his orders are displayed on this
report
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by entering any specific order number
we'll bring up that specific record only
if record of that order number exist
foreign
[Music]
see you in the next video
thanks for watching
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