Behn Ten New Personalization Format 2012

8/13/2019 Behn Ten New Personalization Format 2012

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Ten New Forms and OAF PersonalizationExamples for R12.1

Presented BySusan Behn

VP, Oracle Practice


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Agenda

Overview of Personalization ToolsForms Personalization

How It WorksExamples 1 - 5

OA Framework Personalization ExamplesHow It WorksExamples 6 - 10

Migration to other instancesReferences


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Overview

Personalizations alter behavior or appearance usingtools provided by OraclePersonalization Tools

Professional forms 10g personalizationCUSTOM.pll

Programmatic tool prior to 11.5.10Professional forms only

OA Framework Personalizations


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Overview

Forms 10g PersonalizationsRequires superuser with some sql skillsSurvive patching and upgradesMost changes traditionally done using CUSTOM.pll can beaccomplished using Forms PersonalizationEffective immediately no coding, no compilingForms personalization and CUSTOM.pll can both beutilized

Forms Personalizations fire prior to CUSTOM.pll for the sameevent


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Overview

Forms Personalizations 10g How can it help you?Speed up data entry and processing

Hide fields, tabsChange order of fieldsSet default valuesCall other forms or web address from tool barExecute processes from tool bar

Improve security and audit controlsMake fields required

Restrict insert or update Adapt to your business rules/self training

Change prompts and labels Alter List of Values (LOVs)


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Overview

OA Framework PersonalizationIntroduced with 11.5.9Standard with 11.5.10 and Release 12

Requires functional super userMinimal technical expertise required

New features added with each release


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Overview

OAF Personalizations How can it help you?Speed up data entry and processing

Reorder ColumnsHide ColumnsSet Initial Values

Improve security and audit controlsRemove ButtonsChange Field Attributes make fields required

Adapt to your business rules/self trainingChange Page and Section HeadersChange Field and Column NamesChange Button Names

Add Items (Buttons, Fields, Tips and more)


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Forms 10 g PersonalizationsHow to use the tool

Examples 1 - 5Tips


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Setup Profile OptionsSet these profile optionsat the user level

Hide Diagnostics menuentry

Set to No to see this

menuUtilities: Diagnostics

Set to No to require appspassword


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Setup Profile Options

FND: Enable Industry EditingNew in 12.1.2Set to Yes to view Oracle-delivered Form Personalizations

Provides new ideas or instructions

Set to null or No when creating personalizationsIf set to Yes when creating personalizations, conflicts may becreated with Oracle-delivered personalizations


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Form Personalization Components

EventTriggering point for the personalization such as when opening aform or validating a record

ScopeThe application context (whom) the personalization applies to

(e.g. Site, User, Responsibility)ConditionsThe data conditions under which personalization is evaluated(SQL fragment)

Actions

What steps the personalization actually performsRule

Overall personalization specification and identification of functionor form level


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Accessing Forms Personalization Access the form or function needing personalizationHelp Diagnostics Custom Code Personalize


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Forms Personalization

Form/Function

Default = Function

Most often should beForm

1 100Reusable


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Condition TabTrigger event determines when the rule fires

Use any event called by formList of values includes standard trigger events onlyCaution: If typing trigger event, entered text is not validated from LOV

Trigger object depends on trigger eventWHEN-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 infuture patches if form is changed

Find additional events using Help DiagnosticsCustom Code Show Custom Events


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Standard Trigger Events

WHEN-NEW-FORM-INSTANCESecurity rules, Navigation rules, Visual attributes

WHEN-NEW-BLOCK-INSTANCESame as WHEN-NEW-FORM-INSTANCE

Message rulesWHEN-NEW-RECORD-INSTANCE

Default valuesWHEN-NEW-ITEM-INSTANCE

Message rulesDefault values dependent on entry of another item


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Standard Trigger Events

WHEN-VALIDATE-RECORDPopulate hidden fields

Additional validationsSPECIALn

Populate tools menu (SPECIAL 1-15)Populate reports menu (SPECIAL 16-30)Populate actions menu (SPECIAL 31-45)

MENUnPopulate tools menu (MENU1-15)Use these before SPECIALn


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Condition TabCondition

Optional SQL code fragment to limit scope of ruleUse bind variables (:block.field)Evaluates to true or false use for complex validation


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Context

Who does this rule apply to?SiteResponsibilityUser Use this for

testing rulesIndustry (For future use) Tip: For initialdevelopment, setcontext to your userid


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Property Actions

Sequence non unique (1 100)Type property, message, built-in, menuDescription (Optional)Language use to change prompts for language

Prompts changedepending onaction type


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Buttons Buttons are enabled/disabled based on type of action and

object

Attempts toexecuteaction

Validate Valueentry; If sql willrun sql statement

Display itemblock.field

Displays form fieldproperty using SPEL(Simplest PossibleExpression Language)


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Variables

VariablesGlobal Variables

Used to pass values between formsMax length is 255 bytes

Prepend the name of the variable with XXLocal variables

Used when you need to refer to a variable multiple timesSpecific to local form

Max length is 4000 bytesPrepend the name of the variable with XX


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Example 1 Change Prompt

Payables Invoice EntryChange Trading Partner to Supplier Name

Why - Reduce time for trainingOracle changed many prompts to be more globalThis prompt was changed to reflect the linking of Suppliersand Customers in TCA calling them Trading Partners For minimal change upgrades to R12, minimize changesfor users that are not necessary for your organization

Note: Rules are easy to turn off in the future


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Access invoice entry formQuery any record

Not required but will be beneficial when using Validatebutton to validate sql

Access forms personalizationHelp Diagnostics Custom Code Personalize


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Enter Seq andDescription

Set Level to Form

Who does therule apply to?

Use WHEN-NEW-FORM-INSTANCE to Change promptswhen the form opens


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Example 1 Change PromptDefine type of action

Enter sequence, action type, description, language ifapplicable and check enabled flag

Prompts are differentfor each action type

Prompts are differentfor each action type


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Valid Object Types


Choose ObjectType = Item

ItemWindowBlockTab PageCanvasRadio ButtonView

Global VariableParameterLOVLocal Variable

What object type do you want to change?


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Example 1 Change PromptChoose Target Object what item do you want to change? Inthis example INV_SUM_FOLDER.VENDOR_NAME

Do not need to know internal name - Use LOV or Select By TextButton

Select by Textallows you to select

item by promptname

Enter prompt to searchfor correct item


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Select Property Name what property do you want tochange?

Select Property tochange and enter

Value

Gets existing value forproperty selected


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Click Apply Now

Apply Now Buttonwill activate rule


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Rule has been applied


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Item Radio Button

Example 1 Change Prompt Property names are different for each object type

ENABLEDLABELPROMPTVISIBLEWIDTHX_POSY_POS

CASE_RESTRICTIONCONCEAL_DATADISPLAYEDENTERABLEFORMAT_MASK

HINT_TEXTINITIAL_VALUELABELNAVIGABLEPROMPTREQUIRED

UPDATE_ALLOWEDVALUEX_POSY_POS


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BLOCK LOV

Example 1 Change Prompt Property names are different for each object type

AUTO_REFRESHGROUP_NAMEHEIGHTTITLEWIDTHX_POSY_POS

DEFAULT_WHEREDELETE_ALLOWEDINSERT_ALLOWEDNEXT_NAVIGATION_BLOCKORDER_BYPREVIOUS_NAVIGATION_BLOCKQUERY_ALLOWEDUPDATE_ALLOWED

GLOBAL VARIABLEINITIAL_VALUEVALUE


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Example 2 Display MessagePayables Invoice Entry Display a reminder message that

the requester should be entered if there is no PO NumberMaking the field required is not an ideal option because its onlyrequired if there is no PO

Notice the field after Requester is Supplier Name

Be cautious of folder tools impacting rules


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Example 2 Display Message

Use WHEN-NEW-ITEM-INSTANCE with the SupplierName Object to trigger the event when the user entersthat field

Condition is checked when the useraccesses the supplier name field

Rule is executed ifPO number is null


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Message TypesShow Informational MessageHint Appear on status barError Requires user response raises form_trigger_failureDebug Only displays if debug mode is set to Show DebugMessagesWarn Informational message with caution symbol raisesform_trigger_failure

Action type= message


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Result


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Example #3 Menus, Builtin

Create a menu itemUse a builtin to call a functionThis function will call the View Suppliers form

If the function is restricted based on functionsecurity or Role Based Access Control, the standard

error message will display notifying the user thatthis function is not available to this responsibility


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Action type= menu Enter a

label

Example #3 Menus, BuiltinTrigger event on condition tab is WHEN-NEW-FORM-

INSTANCEThe Menu action type creates menu items


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Example #3 Menus, BuiltinCreate a separate rule (40) to define actions for the

menu established in the previous ruleTrigger event on condition tab is MENU1

This wasthe previousrule


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Example #3 Menus, BuiltinFunction Name has a LOV to search by name

Do not need to know Function Code Use Add Parameter button to pass parameters for professionalform functions

Use syntax below to pass parameters to an OAF form

Action type= Builtin


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More details Calling OAF forms requires research

Query the function name in the System Administratorresponsibility

Get the text from the first character after the & which follows thecontroller name to the endThis is the first part of the syntax for the select statement in theparameter

May need to download the controller from $JAVA_TOP and view

in notepad to determine parameter namesUse About this Page to find controller name


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New menu item is on tools menu


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Example #3 Menus, BuiltinResult

Supplierhasalreadybeen

retrieved


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Example #4 Call a Function

Execute a procedure to call a function which executes aworkflowIn this example, a workflow sends a notification to thesupplier requesting the PO number if there is not one

provided on the invoice

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Create another menu item as shown previously toexecute the functionPass the invoice id to the workflow

The workflow will send the request to the contact personfor the site

Follow the syntaxexactly. All the singlequotes are a little tricky.

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CREATE OR REPLACE PROCEDURE xxmyinc_pers_wf (p_user_name IN VARCHAR2) ASl_item_key VARCHAR2(30);

BEGIN /* Main Program */l_item_key := to_char(sysdate,'MMDDRRRR')||'-'||to_char(sysdate,'HH24MISS');--Create Workflow ProcessWF_ENGINE.CreateProcess (itemtype => ' XXPERSWF

,itemkey => l_item_key,process => ' MAIN_PROCESS ,user_key => p_user_name,owner_role => p_user_name);

-- Set attribute Value of User NameWF_ENGINE.setitemattrtext (itemtype => ' XXPERSWF

,itemkey => l_item_key,aname => ' USER_NAME ,avalue => p_user_name);

-- Start Workflow ProcessWF_ENGINE.StartProcess (itemtype => ' XXPERSWF

,itemkey => l_item_key);COMMIT;

END xxmyinc_pers_wf;

l GO


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Example #5 GO_ITEM

Cash management Manual ClearingDefault Date Cleared to system date and prevent manualupdate

Two parts to ruleSet the default valuePrevent update to the value

Challenge: if you set a field to non-updateable, youcannot set a default value

E l #5 GO ITEM


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Example #5 GO_ITEMTrigger event = WHEN-NEW-ITEM-INSTANCE for Date

Cleared fieldDefault value will be set when user tabs to field

E l #5 GO ITEM


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Example #5 GO_ITEMUse property action to set default value

Use validate button to validate sql

E l #5 GO ITEM


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Example #5 GO_ITEMUse the Builtin property GO_ITEM to go to the next

fieldThe trigger event and item are the same

Make sure setting the default sequence number is beforeGO_ITEM sequence number

Every time the user tries to click on the field, this rule willexecute setting the default date and immediately moving tothe next item


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O h B il i


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Other Builtins

Launch SRS Form runs concurrent requestLaunch a URL call any web pageDO_KEY

DO_KEY(NEXT_BLOCK) will force query execution for find

windowGO_ITEM, GO_BLOCK change navigationEXECUTE_TRIGGER

Execute form trigger, not database trigger

Use after setting default values to ensure internal code executesThis is often required when setting default values for radio buttons

Create Record Group from QueryUse this to change LOVs


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F P li ti Ti


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Forms Personalization Tips

Exit and re-open the form to see personalizationchangesUse debug messages before and after events

Apply Now button - see the resultsDoes not always work if dependent on the results ofanother action

Turn custom code off - Help Diagnostics CustomCode Off

M i t


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Maintenance

After upgrades, go to the personalization for each form andchoose Tools Validate AllTools Administration will show personalized forms

Press the Find button with the Form Name blank

T bl


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Tables

FND_FORM_CUSTOM_RULESData from header and condition

FND_FORM_CUSTOM_SCOPESData from context area

FND_FORM_CUSTOM_ACTIONSData from actions tab

Create your own custom reports to document

personalizations


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OA Framework PersonalizationsSetup and Use

Examples 6 - 10

Set p OAF Profile Options


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Setup OAF Profile Options

Personalize Self-Service DefnYes to allow Personalize button to appear at the top of the page

FND: Personalization Region Link EnabledYes to display all the regional links above each regionMinimal to display key regional links

Disable Self-Service PersonalYes will disable all personalizations at any level

FND: DiagnosticsTurns on About this Page

FND: Personalization Document Root Path (new in 11.5.10)Required to migrate personalizationsSet this profile option to a tmp directory with open (777) permissions



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PersonalizeSelf-ServiceDefn = Yes

FND: PersonalizationRegion Link Enabled

= Yes

FND: Diagnostics =Yes

Finding Object to Personalize


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Biggest challenge finding the item to personalize

SearchSimple View

Complete ViewExpand All FCollapse AllFocus



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My favorite expand all and use F

Click pencil toedit

Personalization Levels/Inheritance


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Personalization Levels/Inheritance

Personalizations at lower levels override personalizationsat higher levelsValues inherit the definition from the level immediatelyabove unless changed

Order of precedence from highest to lowest:FunctionSiteOperating UnitResponsibility

OA Framework Examples


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OA Framework Examples

Remove Worklist Access link Modify privacy statementCreate an export buttonSubmit a concurrent requestModify the query for a table

Example 6 Remove link


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Remove Worklist Access link from Workflow User,Vision Enterprises responsibility Click Personalize Page



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Use F to search for AccessClick the pencil



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Set Rendered to false at the responsibility level



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Click Return to Application



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Link is removed


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Example 7 Privacy Statement


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Example 7 Privacy StatementUpdate the "Destination URI" and click Apply

Return to Application and link will be changed

Make sureRendered is

true

Example 8 Export Button


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Example 8 Export ButtonCreate an export button to download contacts for asupplier

Refer to the Oracle BLAF UI Guideline: Export/Import PageTemplates [OTN version] for the placement of the Exportbutton

Go to the page where you want to add an export buttonand click personalize page

In this example, Supplier Contact Directory



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Click the Create Item icon for the Page Layout



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Example 8 Export ButtonChoose Item Style Export

Button The data in the Text field willappear in the buttonSet the View Instance name tothe view object associatedwith the region

See About This Page



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About this Page Page Tab View ObjectColumn



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Example 8 Export ButtonNow clicking

the newExportContactsbutton will

export datato a .csv file

Example 9 Submit Concurrent Request


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Add a button to submit a concurrent request from the

Supplier Invoice Management page to print the SupplierOpen Balance LetterCreate a button similar to the previous example

Assigning the function FNDCPSRSSSWA to the

destination function for the button would call the submitcurrent request with no parameters

ChoosePersonalizePage



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Instead of using the DestinationFunction, create the button with

the following code in theDestination URI to passparameters

OA.jsp?akRegionApplicationId=0

&akRegionCode=FNDCPPROGRAMPAGE&programApplName=SQLAP&programName=APXSOBLX&programRegion=Hide

&scheduleRegion=Hide&notifyRegion=Hide&printRegion=Hide Rendered =true

Text insidebutton



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Concurrent requestpage with program

name is displayed All pages hiddenexcept parameterspage and review page

Click Newbutton

Example 10 Modify Query


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Exclude Employees in Supplier search for specific responsibility In the supplier page, click personalize pageSearch for the style Table, find the correct table, andclick the pencil



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Click on the query icon at the desired personalization

level



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Add filters needed in Create Query form

The Add Another field is used to add addition fields forfiltering



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a p e 0 od y Que y

No Results Found for Type Employee

Dont forget testing!


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g gCustomizations or Personalizations, whether they are

protected or non protected, allow you to fundamentallychange the behavior of the application.

This could interfere with intended functionality.

Use with caution

TEST TEST TEST TEST TEST

TESTING


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THEN TEST IT

AGAIN!

***BUT NOT IN PRODUCTION**

Migration - Forms Personalizations


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Download for a specific form:FNDLOAD / 0 Y DOWNLOAD$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES form_name=

Download all personalizationsFNDLOAD / 0 Y DOWNLOAD$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES

UploadFNDLOAD / 0 Y UPLOAD$FND_TOP/patch/115/import/affrmcus.lct

Migration - OAF Personalizations


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g

Migrate OA Framework Personalizations from theFunctional Administrator ResponsibilityExport to directory defined in FND: PersonalizationDocument Root Path

FTP to target instanceImport from Document Root Path directory

Query for OAF Pages with Personalizations


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Note that because many OA Framework-based personalizationsare shipped with Oracle E-Business Suite either as "seededdeveloper" or "localization" personalizations, this list can be muchlonger than you expect

There is currently no way to tell, other than by looking at the actualpersonalization or personalization document, whether a shippedpersonalization 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_COMPONENTSWHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization'

AND COMP_ID IS NULL)ORDER BY PERZ_DOC_PATH

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Query for OAF Personalizations Created by


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CustomerMy Oracle Support Document 1292611.1

This query does not include the seeded personalizationsUse this query with care if shipped personalizations have been further personalized at your site

SELECT PATH.PATH_DOCID PERZ_DOC_ID, jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH

FROM JDR_PATHS PATHWHERE 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_PATH

FROM JDR_PATHS PATHWHERE PATH.PATH_DOCID IN

(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS, JDR_ATTRIBUTESWHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization' AND COMP_ID IS NULL

AND ATT_COMP_DOCID = COMP_DOCID AND ATT_COMP_SEQ = 0 AND ATT_NAME = 'developerMode' AND ATT_VALUE = 'true')

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Query for Forms Personalizations
https://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOT


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Q y

set pages 999set lines 999column Description for a45column Function for a13column Form for a9column Condition for a35column TriggerObject for a20column TriggerEvent for a26

SELECT form_name Form, function_name Function, descriptionDescription,

sequence Seq, trigger_event TriggerEvent, trigger_objectTriggerObject,condition Condition, enabledFROM fnd_form_custom_rulesORDER BY form_name, function_name, sequence

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Read-Only Diagnostics in 12.1.3


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y g

Profile option Hide Diagnostics Menu Entry should beset to No Assign one or more of the read only functions to themenu where this functionality is needed

Read-Only Diagnostics 12.1.3


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y gExample - Payables, Vision Operations (USA)responsibility linked to menu AP_NAVIGATE_GUI12

Leave prompt and Submenu null

Summary


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y

Personalizations reduce customizationsPersonalizations are easy to implementPersonalizations can save you money

Less customizations result in lower maintenance cost and

lower patching/upgrade costsIncrease compliance reducing audit costSpeed up data entryDecrease error ratesReduce training costsMake users self sufficient

References


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Oracle Application Framework Personalization GuideOracle Applications User Interface Standards for Forms-Based ProductsOracle Applications Developers Guide

Oracle Applications System Administrators Guide Oracle Applications User GuideMy Oracle Support ID: 279034.1 FormsPersonalization

Q & A


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Thank You!

Susan [email protected]

www.infosemantics.com People First. Driving Solutions Together
mailto:[email protected]://www.infosemantics.com/http://www.infosemantics.com/mailto:[email protected]:[email protected]

Behn Ten New Personalization Format 2012

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