Mass Maintenance

Create a Custom Template

Mass Maintenance allows the user to build a custom template, in which everything about the template, including the tables or views the template is based on, is created and defined outside of Mass Maintenance. Custom templates can be used when setting up and posting a BAPI, or when linking Mass Maintenance to existing applications to use pages from these applications to create a custom component.

Refer to Set up and Post a BAPI using Integrate and Mass Maintenance for more information.

NOTE: A Post Message table must be defined on the Template (Post Message Table) page (Team > Templates > Vertical View > Configuration > Post Message Tables). This page must have a record for the Data Entry table that contains the column where the returned Post Message is stored. If the Post Message table is not defined, an error displays when a user clicks Post on the Request (Roles) page and the posting process stops.

To create a custom template:

  1. Select Team on the Navigation pane.
  2. Click Create Template for the team.

  3. Click Create Custom Template.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Create Custom Template page.

  4. Enter a name in TEMPLATE NAME field.

    NOTE: The name must be unique and can contain A-Z, 0-9, and underscore. No special characters are allowed in template names. If a special character is entered in a template name, Mass Maintenance will replace it with an underscore when the template is saved.

  5. Enter an ERP transaction code in TRANSACTION CODE field.

  6. Select a connection from CONNECTION list box.

    NOTE: Refer to Establish a Connection to a Target System for more information.

  7. Click Save.
  8. ClickComplete Templateicon to create the custom template; a confirmation message displays.
  9. ClickOk; theTemplatespage displays.
  10. Click Vertical View.
  11. Click Configuration tab.

  12. Click Post Message Tables.

    NOTE: Post Message Tables are used by the post process to determine where posting messages are written when a request is posted.

    NOTE: When the template is saved initially, data source and table names are automatically added to the Post Message table. Update the data source and table names for a custom template with the correct values where posting messages for the custom template should be written.

  13. Navigate to the Vertical View of the Templates page.
  14. Click the Configuration tab.

  15. Click Edit.

    View the field descriptions for the Templates page's Vertical View.

  16. If the custom template should be based on an Integrate template, select the template from Integrate Template ID list box.

  17. If the custom template should be based on an Integrate process, select the template from Integrate Process ID list box.

    NOTE: If the template should be linked to a page in another component, refer to Link a Template to a Page for more information.

  18. ClickSave.
  19. Click Advanced tab.

  20. Click Custom Archive Tables.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Template (Archive Settings) page

    NOTE: Maintain custom archive tables on the Template (Archive Settings) page. These tables must be configured in order to activate the template.

  21. Select an option from ACTIVE TABLE DATA SOURCE ID list box.

    NOTE: The ACTIVE TABLE DATA SOURCE ID stores the table upon which the template is based and the data source that contains manually created objects for the custom template.

  22. Select an option from ACTIVE TABLE NAME list box.

    NOTE:The ACTIVE TABLE NAME displays the name of the active table on an open request where data is pulled from and inserted into the ARCHIVE TABLE NAME.

  23. Select an option in the ARCHIVE TABLE DATA SOURCE ID list box.

    NOTE: The ARCHIVE TABLE DATA SOURCE ID stores the table where archive data will be written and will be used in step 29 below.

  24. Select an option from ARCHIVE TABLE NAME list box.

    NOTE: The ARCHIVE TABLE NAME is the name of the archive table where data is inserted from the ACTIVE TABLE NAME.

  25. Click Save.
  26. Navigate to the Templates page’s Vertical View, Advanced tab.

  27. Click Edit.

    View the field descriptions for the Templates page

  28. Select an option from the Template Archive Web App ID list box.

    NOTE: Select the option set in the ARCHIVE TABLE DATA SOURCE ID on the Template (Archive Settings) page in step 24 above.

  29. Select the same option set in the ARCHIVE TABLE DATA SOURCE ID on the Template (Archive Settings) page in step 24 above from the Template Archive Page ID list box.

  30. Select an option from the Template Archive Page ID list box.

    NOTE: This page ID is automatically set for a template when the template is processed and when roles are configured. If non-custom review roles are used, the Template Archive Page ID is set to the system-generated page.

  31. Click Save.
  32. Click the General tab.

  33. Click Generate Custom.

    NOTE: Do not generate a custom template until the custom page settings have been entered on the Template (Role) page. Refer to Assign a Custom Page to a Template Role for more information.

    NOTE: Clicking this icon is required, and must be performed before requests can be added and processed for the template. When a user clicks this icon, if the custom template uses Org Units, Mass Maintenance builds the objects associated with Org Units. Mass Maintenance does not build any other objects for custom templates. The Org Unit objects will be built in the database that hosts the template's Data Entry page.

  34. Click Activate on the Page toolbar.

    NOTE: If assigning a custom page from a custom WebApp to a role, enter all the custom page information following these steps before generating the custom template (by clicking Generate Custom on the Templates page).