FusionGPS: Design Patterns: Create Pattern Set: Create from Duplicate

Create a Duplicate

Version 2.0.0.0

Create Pattern Set


Description

The Create a Duplicate pattern enables the user to create an object by duplicating an existing object. The duplication aids the user by prefilling some values. The user has full control and can change any of the values during the creation process.

The examples on this page address creating duplicate objects in a table but can be applied to the tree table component and tree component as well.


Pattern Set Decision Table

	Quick Create	Create Inline	Create in LOV	Create in a Form	Create a Duplicate	Create from Template
Do users need to quickly create an object when they don’t find what they are looking for in a LOV choice list?	Yes	No	Yes	No	No	No
Do users usually create one object and define it completely?	No	Yes	No	Yes	Yes	Yes
What component is used to create the new object?	Regional Accordion Panel Popup	Table Tree Table	Dialog Box	Dialog Box Page or Train	Dialog Box Page or Train Table	Dialog Box Page
Do users have an immediate need to create a new object without searching?	Yes	No	No	No	Yes	Yes
Do users need to create multiple objects at a time?	No	No	No	Yes	No	No
Do users need to create objects similar to previously created ones (for example, expense reports)?	No	No	No	No	Yes	No
Do users have to create an object from one of the provided templates?	No	No	No	No	No	Yes
Do users need to see the context (base page) when creating the object?	Yes	Yes	Yes	Yes or No (see pattern for more information)	Yes or No (see pattern for more information)	No
Do users need to create an object related to the primary transaction that they have started?	Yes	No	Yes	No	No	No


Pattern Subdecision Table

	Inline	Dialog Box	Page
Are most or all of the columns of the table visible with little or no horizontal scrolling?	Yes	No	No
Is the number of fields used to create an object suitable for a secondary window?	No	Yes	No
Are large number of fields or complex components or forms (tabs, trees, and so on) needed to create an object?	No	No	Yes
Is it important for the user to see the context (base page) when creating the object?	Yes	Yes	No


Pattern Sample

Create Duplicate Inline

To start the creation process, the user selects a row to duplicate and clicks the Duplicate icon button in the table or tree table toolbar or selects Duplicate from the contextual menu.

Figure 1. Starting the creation process

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Table Toolbar	Duplicate (icon button): Replicates the selected row into a new row	NA
Menu or Contextual Menu	Menu items: Duplicate: Replicates the selected row into a new row.	NA

A duplicate of the selected row appears below the selected row, where all unique required fields are unavailable or have a value of copy: original value. The user is required to complete or change these values before saving the page. If no required fields are unique, all values can be replicated.

Figure 2. Updating the duplicate row

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Table	Include a changed item indicator on the row header for newly added rows. The added row should always be visible on screen. Placement of the newly added rows is dependant on what (if any) row is selected. For specific information, see the Table Common Actions guideline.	NA

Create Duplicate in a Dialog Box

Small objects may use a dialog box to present the form used to duplicate an object if the number of fields for the object exceeds what is manageable to complete by duplicating inline.

Never hide required fields in a hide or show region, a hidden tab, a drill-down page, and so on. Position all required fields up front and available for users who are creating objects.

To start the creation process, the user selects a row to duplicate and clicks the Duplicate icon button in the table or tree table toolbar or selects Duplicate from the contextual menu.

Figure 3. Duplicating a row

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Table Toolbar	Duplicate (icon button): Navigates the user to a dialog box or page to create a new object by duplicating an existing one	NA
Menu or Contextual Menu	Menu items: Duplicate: Navigates the user to a create form in a dialog box.	NA

A dialog box appears containing fields to be completed by the user, where all unique required fields are unavailable or have a value of copy: original value. The user is required to complete or change these values before saving the page. If no required fields are unique, all values can be replicated. The user clicks Save and Close to commit the new object to the database and to return to the originating table.

Figure 4. Updating and saving the Create Profile dialog box to commit the new object to the database and return to the originating table

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Dialog Box Title	Use this format: Create <Object Type> For example: Create Objective	NA
Dialog Box Layout	This pattern provides a container to insert the desired form elements of the transaction. Use the Information Entry Forms decision table to determine whether a window or a page should be used to create the new object. The default values on the create page are the attribute values of the row selected before launching the dialog box.	Form fields may be any standard Web widget (for example, text field, choice list, LOV, radio button, and so on).
Dialog Box Buttons	Window buttons must include: Save and Close: Saves the changes and inserts the new record into the table on the base page Cancel: Cancels the transaction, closes the window, and returns the user to the base page. See Save Model guidelines to select the appropriate button label.	See Page Actions guidelines for button labels for different save scenarios (for example, create another).

The newly created object appears in the originating table below the previously selected row.

Figure 5. The newly created object in the originating table

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Table	Include a changed item indicator on the row header for newly added rows. The added row should always be visible on screen. Placement of the newly added rows is dependant on what (if any) row is selected. For specific information, see the Table Common Actions guideline.	NA

Create Duplicate on a New Page

To start the creation process, the user selects a row to duplicate and clicks the Duplicate icon button in the table or tree table toolbar or selects Duplicate from the contextual menu.

Figure 6. Duplicating a row to start the creation process

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Table, Tree Table, Tree	Implement the duplicate operation in a table, tree table, or tree.	NA
Menu or Contextual Menu	Menu items: Duplicate: Navigates the user to a create page.	NA
Toolbar	Duplicate (icon button): Navigates the user to a page or dialog box to create a new object. Use the Information Entry Forms decision table to determine whether to use a dialog box or a page to create the new object.

A new page appears where all unique required fields are unavailable or have a value of copy: original value. The user is required to complete or change these values before saving the page. If no required fields are unique, all values can be replicated.

Never hide required fields in a hide or show region, a hidden tab, a drill-down page, and so on. Position all required fields up front and available for users who are creating objects.

Figure 7. Entering information for the newly created object

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Page or Dialog Box Title	Use this format: Create <Object Type> For example: Create Expense Report	NA
Page or Dialog Box Buttons	Include these page buttons: Save (optional): Saves any changes and remains in the current page for the user to continue editing Save and Return, Publish, Submit or Finish: Commits the transaction, returns the user to the previous page, and displays a confirmation message Cancel: Cancels the transaction and returns the user to the previous page	NA
Form Layout	This pattern provides a container to insert the desired form elements of the transaction. For details, see the Information Entry Form Basic Form (Dialog Box) or Basic Form (Page) pattern. The default values on the create page are the attribute values of the row selected before entering this page.	NA

The new object is saved and added as a row in the originating table or tree table. Because the user clicked the Save button in the previous screen, the created object is saved in the database even if the user cancels the original transaction.

Figure 8. The new object as a row in the originating table

Required Screen Elements
Component Type	Required Components	Customizable or Extendable Components
Table	Include a changed item indicator on the row header for newly added rows. The added row should always be visible on screen. Placement of the newly added rows is dependant on what (if any) row is selected. For specific information, see the Table Common Actions guideline.	NA


Related Patterns

Information Entry Forms	One of these forms is usually used when creating in a new page.
Guided Processes	These processes are used when creating in a wizard.


Related Guidelines

Form Layout	Usage information and design guidance on layout of forms
Page Actions	Usage information and design guidance for buttons at the page level and on secondary windows
Save Model	Save Model information and design guidance for Oracle Fusion applications
Secondary Windows	Usage information and design guidance on the toolbar component
Table Overview	Overview of the table component and links to other table guidelines
Toolbar	Usage information and design guidance on the toolbar component
Tree Table	Usage information and design guidance on the tree table component
Tree	Usage information and design guidance on the tree component

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