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Ten More Forms and OAF Personalization Examples - Version 3...Updated for R12.2
Susan Behn
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■ Oracle Ace
■ Over 20 years E-Business Suite development and support
■ Member-Oracle Proactive Support Customer Advisory Board
■ Chair-Oracle E-Business Suite User Management SIG
■ Co-Chair-Texas-Louisiana Oracle User Group TLOAUG
■ Over 100 presentations on E-Business Suite
■ Co-author for multiple books on E-Business Suite
■ The ABCs of Workflow for E-Business Suite Release 11i
■ Release 12 and The Release 12 Primer – Shining a Light on the Release 12 World.
About the Speaker
■ Established in 2001
■ SBA 8(a) Small Business disadvantaged company
■ GSA Schedule contract GS-35F-0680V
■ Texas State HUB vendor
■ For more information, check out our web site at www.Infosemantics.com■ R12.1.3, R12.2, OBIEE
public vision instances
■ Posted presentations on functional and technical topics
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Agenda
■ Overview of Personalization Tools
■ Forms Personalization
■ How It Works
■ Examples 1 - 5
■ OA Framework Personalization Examples
■ How It Works
■ Examples 6 - 10
■ Migration to other instances
■ References
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5
Overview
■ Personalizations – alter behavior or appearance using tools provided by Oracle
■ Personalization Tools
■ Professional forms 6i/10g personalization
■ CUSTOM.pll
▸ Programmatic tool prior to 11.5.10
▸ Professional forms only
■ OA Framework Personalizations beginning in 11.5.9 and above
Comparison of Personalization Tools
Feature/Requirement ProfessionalForms OAFFormsSkillsetrequired Superuserw/sqlskillsor
developerFunctionalsuperuser
Survivespatching/upgrades Yes–mostofthetime Yes–mostofthetimeSpeedupdataentry~Hidefieldsandotherobjects~Changeorderoffields~Setdefaultvalues
Yes Yes
Callotherforms/functionsfromtoolbar
Yes No
Addbuttonstocallotherforms/functions
No Yes
Improvesecurity~Makefieldsrequired
Yes Yes
Adaptability~Changeprompts/labels
Yes Yes
Adaptability~Changelistofvalues
Yes-withsomelimitations Notwithpersonalization;RequiresJ-Devextension
Additems(Buttons,Fields,Tips,etc…)
No Yes
Forms 10g Personalizations
Setup to access Personalizations – Profile Options/RBAC Permission Set
■ Set the “Hide Diagnostics menu entry” profile option to “No” at the user level■ “Yes” will hide the
menu■ R12.1.3+
■ Set profile option “Utilities: Diagnostics” to Yes▸ provides too much
access▸ applies to entire
diagnostics menu
■ RBAC – create grant for permission set “FND Diagnostics Personalizations Menu” for specific users
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Grant for Operations (Pat Stock) to access Personalizations Forms
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Setup – Profile Options
■ FND: Enable Industry Editing
■ Set to Yes to view Oracle-delivered Form Personalizations
■ Set to null or No when creating personalizations
▸ If set to Yes when creating personalizations■ Per Oracle…conflicts may be created with Oracle-delivered
personalizations
■ User created personalizations will be harder to track
AP Invoice examples of
Oracle delivered
personalizations
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Accessing Forms Personalization
■ Access the form or function needing personalization
■ Help Diagnostics Custom Code Personalize
Forms Personalization
1 – 100
Reusable
Form/Function
Default = Function
Most often should be Form
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Condition Tab
■ Trigger event determines when the rule fires
■ Use any event called by form
■ List of values includes standard trigger events only
■ Caution: If typing trigger event, text is not validated from LOV
■ Trigger object depends on trigger event
■ WHEN-NEW-BLOCK-INSTANCE requires block name
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Condition Tab
■ Use specific events unique to the form (With Caution)
■ Oracle does not commit to keeping every event in to form in future patches if form is changed
■ Find additional events using Help Diagnostics Custom Code Show Custom Events
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Standard Trigger Events
■ WHEN-NEW-FORM-INSTANCE
■ Security rules, Navigation rules, Visual attributes
■ WHEN-NEW-BLOCK-INSTANCE
■ Same as WHEN-NEW-FORM-INSTANCE
■ Message rules
■ WHEN-NEW-RECORD-INSTANCE
■ Default values
■ WHEN-NEW-ITEM-INSTANCE
■ Message rules
■ Default values dependent on entry of another item
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Standard Trigger Events
■ WHEN-VALIDATE-RECORD
■ Populate hidden fields
■ Additional validations
■ MENUn
■ Populate tools menu (MENU1-15)
■ SPECIALn
■ Use MENUn before SPECIALn
■ Populate tools menu (SPECIAL 1-15)
■ Populate reports menu (SPECIAL 16-30)
■ Populate actions menu (SPECIAL 31-45)
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Condition Tab
■ Condition
■ Optional SQL code fragment to limit scope of rule
■ Use bind variables (:block.field)
■ Evaluates to true or false – use for complex validation
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Context
■ Who does this rule apply to?
Context:
Site
Responsibility
User – Use this for testing rules
Industry (For future use)Tip: For initial
development, set
context to your user id
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Property Actions
■ Sequence – non unique (1 – 100)
■ Type – property, message, built-in, menu
■ Description – (Optional)
■ Language – use to change prompts for language
Prompts change
depending on
action type
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Buttons
■ Buttons are enabled/disabled based on type of action and object
Validate “Value” entry;
If sql – will run sql
statement
Attempts
to execute
action
Displays form field
property using SPEL
(Simplest Possible
Expression Language)Inserts a value from any
form field in block.field
format into the “Value” field
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Professional Forms Examples
1. Export Hidden Canvases
2. Security User Define
■ Warning if attempting to end date users with active expense reports
3. AR Open/Close Periods – Warning if user tries to close period if records exist in interface table or lockbox
4. AP Invoices – Check for duplicate invoice number for the same supplier in another operating unit
5. AP Payments – Set default payment type to manual and prevent user from updating the payment type
21
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Example 1 – Export Hidden Canvas
■ File export by default exports the fields you see on the page■ Example – System Administrator Application
Function▸ Exports Function, User Function Name, Description
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Example 1 – Export Hidden Canvas
■ How do you export all the information about the function
■ For example, you want the details on the properties, form, WebHTML and other tabs
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Example 1 – Export Hidden Canvas
■ Open the personalization page and create a personalization at the WHEN-NEW-FORM-INSTANCE event
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Example 1 – Export Hidden Canvas
■ Action type = Property
■ Set the object type to block
■ Select the block used for the File Export
■ Set the property EXPORT_HIDDEN_CANVASES to TRUE
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Example 1 – Export Hidden Canvas
■ Export now contains columns A through S
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Example 2 – Do not end date users with unprocessed transactions
■ Security User Define
■ Do not populate the end date if a user has unprocessed expense reports
■ Why – Error reduction
■ If a user is inactive, an expense report for that user cannot be processed
Example 2 – Do not end date users with unprocessed transactions
Example 2 – Do not end date users with unprocessed transactions
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Example 3 – Warn user if closing period with records in interface table or lockbox
■ Receivables Control Accounting Open/Close Periods
Interface
Rule
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Example 3 – Warn user if closing period with records in interface table or lockbox
■ Interface Rule Actions Warning Message
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Example 3 – Warn user if closing period with records in interface table or lockbox
Lockbox
Rule
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Example 3 – Warn user if closing period with records in interface table or lockbox
■ Lockbox Actions Warning Message
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Example 4 – Warning if duplicate invoice # for the same supplier in another OU
■ Payables Invoices Entry Invoices
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Example 4 – Warning if duplicate invoice # for the same supplier in another OU
■ Actions - Warn
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Example 5 – Set default payment type to manual and prevent update
■ Payables Payments Entry Payments
■ For testing, I have the context set to OPERATIONS, but in practice, this would be set for a specific responsibility
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Example 5 – Set default payment type to manual and prevent update
■ Action Set the value of the payment type to “Manual”
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Example 5 – Set default payment type to manual and prevent update
■ Action Also set the value of the payment type flag to “M”
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Example 5 – Set default payment type to manual and prevent update
■ Now that the payment type has a default, prevent the user from changing the value
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Example 5 – Set default payment type to manual and prevent update
■ Action Set the “ENTERABLE” property to false to prevent the user from changing the value
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Previous Form Personalization Examples
■ Ten New Forms and OAF Personalization Examples for R12.1 – Collaborate 2012
1. Change a prompt
2. Display a message
3. Create a menu item to call a builtin to call another form function
4. Create a menu item to call a builtin to call a pl/sqlprocedure
5. Use the GO_ITEM builtin
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Previous Form Personalization Examples
■ Customization Reductionwith Forms and OA Framework Personalizations –Collaborate 2011
1. Display a temporary message
2. Change the default where clause
3. Create a menu item to display the invoice id for workflow troubleshooting
4. Item properties – mask data
5. Alter the LOV (List of Values)
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Maintenance
■ After upgrades, go to the personalization for each form and choose Tools Validate All
■ Tools Administration will show personalized forms
■ Press the Find button with the Form Name blank
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Tables
■ FND_FORM_CUSTOM_RULES
■ Data from header and condition
■ FND_FORM_CUSTOM_SCOPES
■ Data from context area
■ FND_FORM_CUSTOM_ACTIONS
■ Data from actions tab
■ Create your own custom reports to document personalizations
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Query for Forms PersonalizationsSELECT fu.user_name,
fr.form_name Form,
fr.function_name Function,
fr.rule_key,
fr.Description,
fr.sequence Seq,
fr.trigger_event TriggerEvent,
fr.trigger_object TriggerObject,
fr.condition Condition,
fr.enabled,
fr.created_by
FROM fnd_form_custom_rules fr,
fnd_user fu
where fu.user_id = fr.created_by
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Migration - Forms Personalizations
■ Download for a specific form:
■ FNDLOAD <userid>/<password> 0 Y DOWNLOAD $FND_TOP/patch/115/import/affrmcus.lct <filename.ldt> FND_FORM_CUSTOM_RULES form_name=<form name>
■ Download all personalizations
■ FNDLOAD <userid>/<password> 0 Y DOWNLOAD $FND_TOP/patch/115/import/affrmcus.lct <filename.ldt> FND_FORM_CUSTOM_RULES
■ Upload
■ FNDLOAD <userid>/<password> 0 Y UPLOAD $FND_TOP/patch/115/import/affrmcus.lct <filename.ldt>
OAF Personalizations
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Setup – OAF Profile Options
■ Personalize Self-Service Defn■ Yes to allow ‘Personalize’ button to appear at the top of the
page
■ FND: Personalization Region Link Enabled■ Yes to display all the regional links above each region
■ Minimal to display key regional links
■ Disable Self-Service Personal■ Yes will disable all personalizations at any level
■ FND: Diagnostics■ Turns on ‘About this Page’
■ FND: Personalization Document Root Path ■ Required to migrate personalizations
■ Set this profile option to a tmp directory with open (777) permissions
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Setup – OAF Profile Options – New in 12.2
■ FND: Enable Rich Table Interactions
■ Yes to allow users to dynamically resize tables and change column order using mouse
■ Xliff Export Root Path
■ Root path for extracting translated personalizations using the “Extract Translations” button on the “Manage Personalizations” page
■ Xliff Import Root Path
■ Root path for importing translated personalizations
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Setup – OAF Profile Options
Personalize Self-Service
Defn = Yes
FND: Diagnostics = Yes
Important!
FND: Personalization Region Link Enabled= Yes
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About this Page - Requisitions
View Object for
Requisitions
MyReqsVO
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About this Page - View Object for RequisitionsMyReqsVO
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Finding Object to Personalize
■ Biggest challenge – finding the item to personalize
■ Search
■ Complete View
■ Expand All
■ Focus
■ <ctrl> F
R12.2 – Return to
Application now at top of
page
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OA Framework Examples
1. Enable Record History in some pages
2. About this record for Suppliers
■ When enabling record history doesn’t work
3. How to restrict a field length
4. Change the number of rows displayed per page
5. Model Personalization
■ Create a view object and place the data on a form
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Example 1 – Enable Record History
■ Click the personalize page link for an OAF form
■ In this example, Tax Manager Tax Configuration
■ Select a country to query tax regimes
■ Click the Personalize Page link
Click on the
Personalize Page
link
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Example 1 – Enable Record History
■ Select “Table” for the Style and click “Go”
■ If Region links are turned on, you can click the region link as a short cut
Click the
pencil to edit
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Example 1 – Enable Record History
■ Set “Record History Enabled” to “true” and click “Apply”
■ Click “Return to Application”
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Example 1 – Enable Record History
■ Record history column is now included
■ Clicking on this icon displays history
■ This does not yet work in every OAF form – on to example 2
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Example 2 – Suppliers – About this record
■ Query a supplier and go to the Quick Update page
■ We will put this on the Key Payment Setups page
■ Click the Personalize Page link
Click on the Personalize
Page link
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Example 2 – Suppliers – About this record
■ Use <ctrl> F to find “Key Payment Setups”
■ Click the “Create Item” icon
Use Simple View
Then, click the Create
Item icon
Use Simple View
Then, click the Create
Item icon
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Example 2 – Suppliers – About this record
■ Create a new column for Created By and click the Apply button
■ Enter the ID and leave other fields as defaulted
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Example 2 – Suppliers – About this record
■ Click create item for the CreatedByColumn just created
Click the Create
Item icon
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Example 2 – Suppliers – About this record
■ Create a message styled text items with View Attribute "CreatedUserName" and view instance "SitesVO“
Record History
View Attributes :
CreatedUserName
LastUpdateDate
LastUpdatdBy
CreationDate
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Example 2 – Suppliers – About this record
■ Back on the Personalize Page button, expand the new “CreatedBy” column and click the create item button for the columnHeader
Click the Create
Item icon
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Example 2 – Suppliers – About this record
■ Enter an ID and Prompt and click apply
■ Return to Application
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Example 2 – Suppliers – About this record
■ The “Created By” column is now available
■ Reminder – repeat steps for additional record history fields
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Example 3 – Restrict Field Length
■ Restrict Customer name to 50 characters
■ In the Customer form, click the “Create” button
Click on the Personalize
Page link
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Example 3 – Restrict Field Length
■ <ctrl> F is my favorite way to find the right object to edit
Use <ctrl> F to find the
“Organization Name”
and then click the pencil
to edit
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Example 3 – Restrict Field Length
■ Change the Maximum length from “Inherit” to 50 and click the apply button
■ Then click the “Return to Application” button on the next page
Change to desired
length and click
apply
Change to desired
length and click
apply
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Example 4 – Change Number of Rows Displayed
■ In many forms, you may want to display more than the default 10 rows – Purchase orders in this example
Click on the Personalize
Page link
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Example 4 – Change Number of Rows Displayed
■ Find the Advanced Table for Purchase Order Headers
Click the pencil to edit
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Example 4 – Change Number of Rows Displayed
■ Update “Records Displayed” to the desired number, click “Apply” and then “Return to Application”
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Example 4 – Change Number of Rows Displayed
■ Form now shows 20 records at a time
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Example 5 – Add a Table – New Query
■ In the customer relationship manager, I want to display all the projects for this customer
■ Go to the form and query a customer, then click the Personalized Page link
Click on the
Personalize Page link
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Example 5 – Add a Table – New Query
Click Choose
Context
Scope will be set to
current page; Clear
all other fields
Check include for
site, then apply
Click Model
Personalization
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Example 5 – Add a Table – New Query
■ Enter a view instance name
■ Enter your sql query with :1 as your bind variable
■ Enter the bind variable to use in the query, in this case the customer number
■ Click Apply■ Click Return to
Personalization Page
Click
Create
Note the Name;
This will be
needed later
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Example 5 – Add a Table – New Query
■ Then click the Create Item icon for the Page Layout element
Click the Create
Item icon for the
Page Layout
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Example 5 – Add a Table – New Query
■ Choose Advanced Table as the item style
■ Enter the following
■ ID
■ Text
■ View Instance you created earlier
■ Click Apply
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Example 5 – Add a Table – New Query
Click the Create Item
icon for the new table
just created
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Example 5 – Add a Table – New Query
■ The Item Style Defaults to Column
■ Enter an ID
■ Click Apply
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Example 5 – Add a Table – New Query
Then click View in
Hierarchy for the
table created
Tip – It helps to check
this box and click Go to
find elements just
created
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Example 5 – Add a Table – New Query
Then click the Create Item
icon for the column header
for the column created
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Example 5 – Add a Table – New Query
■ Enter an ID and the Prompt
■ Click Apply
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Example 5 – Add a Table – New Query
Then click the Create
Item icon for the column
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Example 5 – Add a Table – New Query
■ Set the item style to Message Styled Text
■ Enter an ID
■ Enter the View Objected created earlier
■ Enter the View Attribute identified by your query
■ Click Apply
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Example 5 – Add a Table – New Query
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New in 12.2 – Undo Personalizations
■ To undo personalizations within a browser session
Click the Manage
Levels Button
Click the undo icon for a
specific personalization
The Undo All button will
undo all
personalizations created
in the browser session
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89
New in 12.2 – Undo Personalizations
■ What if you really messed up?
■ You created an item, clicked “Return to Application” and get the Error Page
Click the
Personalization Tab
Click the About
Previous Page link
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90
New in 12.2 – Undo Personalizations
Click the
Manage Levels
Button
Click the
Undo Icon
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91
New in 12.2 – Copy Personalizations
■ Enter the document path of the personalization to copy and click go
■ Then click the pencil for Manage personalizations
Click the
Manage
Personalizations
Pencil
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92
New in 12.2 – Copy Personalizations
■ Click the copy icon for the personalization you want to copy
Copy the
personalizations
to change # of
rows
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93
New in 12.2 – Copy Personalizations
■ Add the responsibility as needed to copy the personalizations
■ Note you can also remove responsibilities from this page
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94
Migration - OAF Personalizations
■ Migrate OA Framework Personalizations from the Functional Administrator Responsibility
■ Export to directory defined in FND: Personalization Document Root Path
■ FTP to target instance
■ Import from Document Root Path directory
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95
Query for OAF Pages with Personalizations
■ Note that because many OA Framework-based personalizations are shipped with Oracle E-Business Suite either as "seeded developer" or "localization" personalizations, this list can be much longer than you expect■ There is currently no way to tell, other than by looking at the actual
personalization or personalization document, whether a shipped personalization has been further personalized at your site
SELECT PATH.PATH_DOCID PERZ_DOC_ID, jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATHFROM JDR_PATHS PATH WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS WHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization' AND COMP_ID IS NULL)
ORDER BY PERZ_DOC_PATH
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96
Query for OAF Personalizations Created by Customer
■ My Oracle Support Document 1292611.1
SELECT PATH.PATH_DOCID PERZ_DOC_ID,jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH
FROM JDR_PATHS PATH WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTSWHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization‘ AND COMP_ID IS NULL)
MINUSSELECT PATH.PATH_DOCID PERZ_DOC_ID,
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATHFROM JDR_PATHS PATH WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS, JDR_ATTRIBUTESWHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization‘ AND COMP_ID IS NULLAND ATT_COMP_DOCID = COMP_DOCID AND ATT_COMP_SEQ = 0AND ATT_NAME = 'developerMode' AND ATT_VALUE = 'true')
96
This query does not
include the seeded
personalizations
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97
Previous OAF Personalization Examples
■ Ten New Forms and OAF Personalization Examples for R12.1 – Collaborate 2012
1. Remove “Worklist Access” link
2. Modify privacy statement
3. Create an export button
4. Submit a concurrent request
5. Modify the query for a table
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98
Previous OAF Personalization Examples
■ Customization Reductionwith Forms and OA Framework Personalizations –Collaborate 2011
1. Remove a button
2. Change prompts
3. Hide/reorder columns in a table
4. Set initial values
5. Display a field not currently on page
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Questions & Answers
Thank You!
Susan Behn
susan.behn@infosemantics.com
www.infosemantics.comPeople First. Driving Solutions Together®
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