Oracle Form Personalization

Oracle Forms Personalization Without CodingBill SawyerSenior Principal Curriculum Developer

Management ChallengesGlobalization creates unique challenges in managing…

CompetitorsThe Internet eliminated borders making all markets global markets

Compliance MandatesIncreased and varying regulatory / security requirements exert additional burdens on businesses

SuppliersMargin pressures force companies to search forgoods & services anywherein the world resulting incomplex supply networks

Customers & EmployeesManage employees and customers dispersed across geographic and cultural boundaries

To Meet These Challenges, Businesses Must…

Think GloballyThink Globally to make the right decisions

Work GloballyWork Globally to be more productive

Manage Systems GloballyManage Systems Globally to lower cost and increase performance

Program Agenda

• User Overview• Technical Overview• Demonstrations

User Overview

Have you ever wanted to …

• Remove fields, buttons, tabs, etc. from the screen because theyare not used in your implementation?

• Re-label fields, buttons, tips to match your corporate terminology?

• Change or set default value of fields?• Allow navigation from one form to another, passing context?• Add additional business logic/practices/messages?• Do any of the above for only a particular user or responsibility?• Do any of the above only if certain conditions are true?• Do all of the above in a upgradeable manner without writing

code, and without violating Support agreements?

Has this been personalized?

Menu changes

Add menu items, and shortcuts to other forms/URLs, with

data/parameter passing

Icon changes

Add/enable icons

Default values

Change default values, auto-fill or validate data based on business rules, make fields

mandatory

Messages

Create pop-up messages generated for/with specific

conditions and/or data

Field prompts

Modify prompt/field title, remove fields, change entry order.

Business logic

Support of additional business logic/practices

(e.g. Hold Order)

What are the benefits?

• Change the product to match your business processes instead of changing your processes to match the product.• Implement your Security, your Navigation, your Defaults, your

Terminology.• Changes can be built, tested and deployed in minutes.• Most changes can be entered by functional experts.• Actions can be associated with one language, or all languages

(multi-language support).• Form Personalizations are not customizations.• They are likely to survive upgrades (but not without testing).• Can be developed on one instance, and deployed to others.

Navigation Example

Requirement: Navigate to the Supplier screen for the selected Supplier.

Navigation Example

Business Logic Example

Requirement: Place the line on hold if margin goes below 30%.

Requirement: The Task Type should be used to determine Task Owner (and Owner Type)

Requirement: If item cannot be shipped to a specific state (hazardous materials), place the line item on hold and warn the user.

Requirement: Display Workflow status for PO.

Requirement: If the quantity for an item is over a defined limit, change the default shipping warehouse.

Requirement: Map Address of Service Request

Requirement: View the WIP Discrete Job linked to this sales order to make this item

Requirement (Part 2): View the material requirements for the WIP Job

UI Changes ExampleRequirement: Make a number of cosmetic changes and add “Town of Birth” validation

Remove

Move up

Make Mandatory

Change prompt to“Marital Status”

Insure“Town of Birth” is entered if “Country of Birth” = “United

States”

Add a Zoom to “Personal Benefits Balance”(passing Employee

Number)

UI Changes Example

External Websites Example

Requirement: Display tracking details from Shipping Carrier for order line

Legacy Integration Example

Requirement: Lookup new account number based on number from Legacy system

Note ‘Legacy’ account number is entered proceeded with a ‘!’

Query Capability Example

Requirement: Add additional item search/lookup capability

Any field of the Item Master can be used to query items

Note fields are ‘grey’. No inserts or updates are allowed

Closing Item Master returns item number to Order Entry

Technical Overview

• Allows you to make changes to a form without programming (declarative vs. coding).

• Changes are applied at runtime when the proper trigger event (e.g. field to field navigation) occurs.• Change object properties (e.g. name/title).• Display messages to the user.• Activate additional menu entries.• Execute certain Forms builtins (e.g. database procedure call,

‘Do’ key, open form/URL).• Change occurs based on a definable condition(s).• Changes can be defined to occur site-wide or for a given

responsibility, industry, or user.

Technical Overview

• Form Personalizations occur as a result of identified navigation/form events.

• Forms Personalizations are accessed for a specific function (i.e., function security rules apply).

• Forms Personalizations have two components.• The personalization with it’s associated trigger event and

condition(s).• The actions to be performed for when it is triggered.

• Form Personalizations are documented in MetalinkNote 279034.1.

• Also see the ‘11i Form Personalization’ in the Oracle Education Online Library at www.oracle.com

The Personalization UI

• You don’t have to think like a developer.• Objects with prompts, titles or labels can be selected by their current

on-screen text.• But, textual values and conditions offer powerful capabilities if

you do want to think like a developer.• :block.fields (current form and system values)• SQL functions/procedures• server-side functions• SELECT statements

• All changes can be applied and validated immediately to see their effect.

• Changes can be disabled at multiple levels, including all, rule, or action levels.

Relationship to CUSTOM.PLL library

• CUSTOM.PLL is a stub library Oracle ships that receives certain form events. Customers are able to freely add any code they like to it.• It is an Oracle Forms library, so you must use Oracle

Developer to edit and generate it.

• CUSTOM .PLL can do more because it has complete access to PL/SQL and SQL.

• But Form Personalizations can and should handle the vast majority of your changes.

• Form Personalizations and changes to the CUSTOM .PLL library co-exist.

Making Personalizations

Handling ValuesHi there World!Constant:

='Hi there '||:po_headers.vendor_nameExpression:

=SOME_DATABASE_FUNCTION(:po_headers.vendor_id )

Expression (DB function):

=SELECT vendor_name "A" from po_vendorswhere vendor_id = :po_headers.vendor_id

SQL Statement:

Note: 2000 character limit (text length and return value)!

Development Scenario

Scenario: Display a message when the Supplier is entered that indicates the supplier and how many open invoices they have.

PO_HEADERS.VENDOR_SITE_CODE

Note: Column alias of “A”and must be of type CHAR

Demonstrations

Appendix

For More Information

http://search.oracle.com

orhttp://www.oracle.com/technology/products/applications/development_pesonalization/

Personalization and Extension of Apps

Oracle Form Personalization

Documents

Transcript of Oracle Form Personalization

Oracle9iAS Personalization - Oracle Help Center

ORACLE 11.5.10 Form Personalizations - Ideal Penn Groupidealpenngroup.tripod.com/sitebuildercontent/OAUG2008/Collaborate... · Once inside a Form Personalization, users can navigate

Oracle Framework Personalization

Steps involved in Oracle Apps Forms Personalization

Oracle Release 12+ Forms Personalization

Form Personalization for R12

Administrator Level Form Personalization

Oracle 11i Form Personalization

Oracle forms personalization

Mastering Customization and Personalization in Oracle ADF ... · PDF fileMastering Customization and Personalization in Oracle ADF and WebCenter Applications ... •Oracle Fusion Developer

Yearbook Order Form - Jostensyearbookavenue.jostens.com/DynamicContent/Docs/Order Form-Full Pa… · – 1 Line of Personalization – 1 FREE Personalization Icon b Jostens Personalization

Form personalization 395117_r12_updated1212

Intermediate Level Form Personalization

Account Payables Form Personalization

Oracle 11.5.10 Forms Personalization - Ideal Penn Groupidealpenngroup.tripod.com/sitebuildercontent/OAUG2008/Collaborate... · Oracle 11.5.10 Forms Personalization Control Your Applications

Oracle Application Framework Personalization Guide (11.5.10) 115fwkpg

Examples of Oracle EBS Form Personalization

Oracle Apps Forms Personalization – (Demonstrated Example-(Shipping and Transaction Form)-Using Zooming,Global Variables,Local Variables,Passing Parameters etc.,)

Oracle® Application Server Personalization - isu.ifmo.ruisu.ifmo.ru/docs/IAS904/bi.904/b12101.pdf · Oracle® Application Server Personalization Programmer’s Guide 10g (9.0.4)

Oracle apps forms personalization oracle documents