Email PDF on Click of Button to the user for signature

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Details: Category: Miscellaneous Technology; Published: 14 July 2010

In this article you will learn how to implement a process whereby the information entered by a user in screen can be emailed via PDF to the same user for their electronic signature. For example, in some scenarios, a new employee needs to sign in a form electronically which specifies

the company's policies, terms and conditions . After the employee is hired, then he/she logs into employee self service, and they select various options in a screen. Some of this information may be captured into custom table by embedding custom stack layout regions. After they click Submit button on the page, the business requirement is to email as a pdf attachment. Below is a sample code which gives a basic understanding on how to implement this scenario.

Below are the major steps which are involved in implementing the above functionality:

1) Create an XML publisher page with the required format which should be sent as a pdf attachment to the user.
2) Develop oaf page with the same format for the user to select and fill various options related to the policy.
3) Create a workflow to send the attachment to the user who submits the page.

Technically, we need to do as follows:

1) Save the data in the page into Unix box as a pdf file.

2) Save the pdf file into the blob column of a custom table

3) Send the pdf along with the notification to the user who submits the page.

Step 1

a) Create a custom table as follows:

CREATE TABLE XXX_NEWHIRE_INFO(
PERSON_ID            NUMBER,
SEQUENCE_ID          NUMBER,
OPTION_SELECT         VARCHAR2(1),
DATE_SIGNED          DATE,
FILE_DATA            BLOB,
FILE_LOCATION        BFILE,
FILE_NAME            VARCHAR2(300),
FILE_DIR             VARCHAR2(100),
FILE_TYPE            VARCHAR2(30)
)

b) CREATE SEQUENCE XXX_SEQUENCE

INCREMENT BY 1

MINVALUE 1

START WITH 1

NOCACHE

c) Create an xml publisher template as below. The template contains the option box to select either of the two options before submitting the page. The template is also attached with the article. Check the properties of the Option1 and Option2 fields on how to set the option box value when selected and when not selected.

d) Register the template with template code as test_template

e) Create oaf page with server and webui business components

f) Create Application module and name it as "testAM"

g) Create viewobject as "testVO" and the query inside the viewobject should be like below:

SELECT d.option_select, d.date_signed, papf.person_id, d.file_name

FROM xxx_newhire_info d, per_people_x papf, FND_USER FUSER

where 1 = 1

AND FUSER.USER_ID = FND_GLOBAL.USER_ID

AND FUSER.EMPLOYEE_ID = PAPF.PERSON_ID

AND papf.person_id = d.person_id(+)

h) Attach VO to AM.

i) Create a page and name it as testPG. Specify all the properties of the page. Create a controller for the page and name it as testCO.

j) Create an oaf page layout similar to the template layout attached with 2 option buttons and a submit button. The names of the option buttons should be “option1” and “option2” and the name of the submit button should be “xxx_submit”.

k) Check the attachments for the code involved in the processRequest and ProcessFormRequest of the testCO controller.

l) The Java Code and the pl/sql code is required are in this URL

Comments

0 #1 Shanti 2010-07-14 16:04

Thank you for the post. i will get back to you with questions on this.

Regards
Shanti

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