EBS – OAF Personalization Examples – great rewards with low effort

OAF Personalization Examples - Great rewards with

low effort

July-2016

Susan Behn

GoldPartner

Copyright © 2014 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

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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

■ 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

GoldPartner

Copyright © 2014 Infosemantics, Inc. All Rights Reserved . Any other commercial product names

herein are trademark, registered trademarks or service marks of their respective owners.

http://www.infosemantics.com/

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Agenda■ Overview of Personalization Tools

■ OA Framework Personalization Overview of Tool

■ Examples

■ Change prompts

■ Hide/reorder columns in a table

■ Set initial values

■ Add Tips to a page

■ Modify privacy statement

■ Create an export button

■ Submit a concurrent request

■ Modify the query for a table

■ Enable Record History in some pages

■ About this record for Suppliers (When enabling record history doesn’t work)

■ How to restrict a field length

■ Change the number of rows displayed per page

■ 12.2 - Drag and Drop to move and resize table columns in OAF

■ 12.2 - Announcements on Simplified Home Page

■ Account analysis screen in Payables – easy new way to add fields to a table

■ 12.2 - Add a new table with an adhoc query to a page

■ Instance name on Announcement Page

■ Undo and Copy – 12.2

■ Migration to other instances

■ References

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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

Setup – OAF Profile Options

Personalize Self-Service

Defn = Yes

FND: Diagnostics = Yes

Important!

FND: Personalization Region Link Enabled= Yes

About this Page - Requisitions

View Object for Requisitions

MyReqsVO

About this Page - View Object for Requisitions MyReqsVO

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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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Example 1 – Change Prompts

■ Change Id to Notification Id

■ Why

■ Clarify description of field

■ Eliminate confusion

■ Less training

Tip: Changing prompts to your own business terminology

speeds up training of new employees and reduces error rates!

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■ Click the Personalize Page button and find the Id using <ctrl> F

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■ How - Click the pencil

Click pencil to edit

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■ How – Change the prompt at the site level

Site Level

Personalization

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■ Result – prompt changed

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Example 2 – Hide/Reorder Columns in a table

■ Hide the Duplicate column to prevent users from duplicating expense reports

■ Reorder columns

■ Why

■ Hastily duplicating expense reports increased error rates

■ For the procurement card usage of iExpenses, this functionality did not apply

■ Reorder columns to match desired data entry flow for faster entry

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■ How

■ Click the Personalize Page button

■ Use strategies on next slide to find the Duplicate column

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■ The button to duplicate is called a Switcher

■ Switchers allow users to “switch” to another function

■ Finding tip

■ Look for other columns in the table if searching for a common word

▸ Report Total

▸ Purpose

Click pencil

to edit


Duplicate column is

gone

Set Rendered = false

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■ Find the table to reorder table columns

■ Turn on region links to find tables easier

Click the reorder icon at

the table level

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■ Check personalization level

■ Use arrows to move fields up or down

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Example 3 – Set Initial Values

■ Set the initial value for the Purpose at the Responsibility level as follows:

■ Expense report responsibilities

▸ Purpose = ‘Internet Expenses’

■ Procurement card responsibilities

▸ Purpose = “Procurement card”

■ Why

■ Save time

▸ Streamline data entry

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■ How

■ Only works if profile option FND:OA:Enable Defaults is set to Yes

■ In the appropriate responsibility, click the Personalize Page button

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■ Set the initial value based on the responsibility

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Example 4 – Add Tips to a Page

■ Add Tips to provide additional instructions

■ Add a tip to direct users to the corporate receiving training application

■ Why

■ Make new users self sufficient

■ Reduce training costs

■ Reduce errors

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■ First create the text for the Tip through the Functional Administrator responsibility

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■ Go to the receiving page where the tip is to be added and click Personalize Page

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■ Find the item for tips and click the create item button

Click to create new items such as

buttons, text, messages, tips, raw text

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■ Enter the item style, id, Text to identify the tip and the message name for the message created

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New tip is added

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Example 5 – Privacy Statement

■ Update the link for the privacy statement to a web link containing the privacy statement for your organization

■ By default, this link is undefined - will generate an error if clicked

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■ Select the pencil icon in "Link: Privacy Statement"

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■ Update the "Destination URI" and click “Apply”

■ Return to Application and link will be changed

Make sure

“Rendered” is

true

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Example 6 – Export Button on Suppliers Page

■ Create an export button to download contacts for a supplier■ Refer to the Oracle BLAF UI Guideline: Export/Import Page

Templates [OTN version] for the placement of the Export button

■ Go to the page where you want to add an export button and click “personalize page”■ In this example, Supplier Contact Directory

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Example 6 – Export Button

■ Click the “Create Item” icon for the Page Layout

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■ Choose Item Style “Export Button”

■ The data in the Text field will appear in the button

■ Set the View Instance name to the view object associated with the region

■ See About This Page


About this Page

Page Tab

View Object Column

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■ Now clicking the new “Export Contacts” button will export data to a .csv file

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Example 7 – Submit Concurrent Request

■ Add a button to submit a concurrent request from the Supplier Invoice Management page to print the Supplier Open Balance Letter

■ Create a button similar to the previous example

■ Assigning the function FNDCPSRSSSWA to the destination function for the button would call the submit current request with no parameters

Choose

Personalize

Page

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Example 7 – Submit Concurrent Request■ Instead of using the

“Destination Function”, create the button with the following code in the Destination URI to pass parameters

■ OA.jsp?akRegionApplicationId=0

■ &akRegionCode=FNDCPPROGRAMPAGE

■ &programApplName=SQLAP■ &programName=APXSOBLX■ &programRegion=Hide■ &scheduleRegion=Hide■ &notifyRegion=Hide■ &printRegion=Hide Rendered =

true

Text inside

button

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Example 7 – Submit Concurrent Request

■ Concurrent request page with program name is displayed

■ All pages hidden except parameters page and review page

Click New

button

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Example 8 – Modify Query■ Exclude “Employees” in Supplier search for specific

responsibility■ In the supplier page, click personalize page

■ Search for the style “Table”, find the correct table, and click the pencil

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Example 8 – Modify Query

■ 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 for filtering

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■ No Results Found for Type “Employee”

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Example 9 – 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 linkClick on the

Personalize Page

link

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■ 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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■ Set “Record History Enabled” to “true” and click “Apply”

■ Click “Return to Application”

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■ Record history column is now included

■ Clicking on this icon displays history

■ This does not yet work in every OAF form…so we’ll move on to Example 10

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Example 10 – 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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■ 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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■ 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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■ Click create item for the CreatedBy Column just created on the last slide

Click the Create

Item icon

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■ Create a message styled text item with View Attribute "CreatedUserName" and view instance "SitesVO“

Record History

View Attributes :

CreatedUserName

LastUpdateDate

LastUpdatdBy

CreationDate

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■ 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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■ Enter an ID and Prompt and click apply

■ Return to Application

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■ The “Created By” column is now available

■ Reminder – repeat steps for additional record history fields

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Example 11 – Restrict Field Length

■ Restrict Customer name to 50 characters

■ In the Customer form, click the “Personalize Page” button

Click on the Personalize

Page link

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■ Use <ctrl> F to find the “Organization Name” and then click the pencil to edit

Click the pencil to edit

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■ 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 12 – 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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■ Find the Advanced Table for Purchase Order Headers

Click the pencil to edit

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■ Update “Records Displayed” to the desired number, click “Apply” and then “Return to Application”

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■ Form now shows 20 records at a time

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Example 12b – Change Number of Rows Displayed

■ Sometimes number of rows displayed is controlled in preferences rather than a personalization (i.e. Requisitions, OTL)

■ Check here before personalizing

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Example 12c –Number of Rows Displayed –Vertical scroll in 12.2.4

■ In R12.2.5, you can set the number of rows higher with the new vertical scroll bar

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Example 13a – Resize Columns

■ Rich table features allow you to drag and drop to resize columns

Resize Ship-

To Location

Resize Ship-

To Location

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Example 13b – Move Columns

■ In 12.2+, drag and drop to resize columns

Moving FOB

column to left

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Example 13b – Move Columns

■ Click on gear to move columns

Gear to move

columns

Reset Button

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Example 13c – Freeze Columns

■ Click on down arrow to display columns, then click on columns to freeze

■ To unfreeze, display columns again and then choose “Unfreeze”

Display

columns

Unfreeze

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Example 13c – Freeze Columns

■ Blue line indicates frozen column

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Example 14 – Announcements on Simplified Home Page

■ Partial View of Simplified Home Page

■ We will modify the announcement

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Profile Options Impacting Home Page

Self Service Personal

Home Page Mode

FND: Disable

Configurable Home Page

Flat list navigator like 12.1 Framework Only (default) True

Flat list navigator like 12.1 Framework Tree True

Configurable with Tree

Navigator like 12.2

Framework Only (default) False (default)

Configurable with Tree

Navigator like 12.2

Framework Tree False (default)

New Simple Home Page Framework Simplified N/A (overrides value)

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■ Click on the gear icon and choose Personalize Page


Gear Icon replaces several buttons

Click Gear, then choose “Personalize Page”

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■ Click on the pencil to personalize the default message, Set Rendered to False, choose the Complete View, then use then Create Item icon to create a new message


Set Rendered to “False” for

this text item

Click Create Item

icon to create a new

message

Choose Complete View to see the

Stack Layout for the inner area inside

the announcement box

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■ Set Item Style to Formatted Text

■ Enter an ID■ Make sure Rendered is

“true”■ Enter html Text

<p>You can personalize the choices available

in this page by setting up new favorites (click

the Add to Favorites icon)</p><p>You can see

other options to control display on this page

(such as showing text under icons in top blue

bar) by reading the blog <a

href="https://blogs.oracle.com/stevenChan/entr

y/new_user_interface_features_in1?utm_source

=feedburner&utm_medium=email&utm_campai

gn=Feed%3A+OracleE-

BusinessSuiteTechnology+%28Oracle+E-

Business+Suite+Technology%29">New

Simplified Home Page in EBS 12.2.4</a>.</p>


New Message

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Example 15 – Payables Account Analysis Export

■ Account analysis screen in Payables –

■ PayablesSubledger AccountingJournal Entry Lines

■ View and export would be nicer if it included transaction number, customer and supplier

Would like to see and

export more details without

going to View Journal entry

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■ Click the gear and chose “Personalize Page”

■ Search for the Style = “Table”

■ Click the icon to View in Hierarchy

View in

Hierarchy

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■ Then click the arrow to expand the table

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■ Notice there are many text fields already set up, but the shown column is blank

■ Click the pencil to personalize, and set rendered to “true” for the fields you want to show

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■ Set Rendered to true and repeat for other columns needed

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■ Now you have additional columns that will also be included in export

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Example 16 – 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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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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■ 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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■ Then click the Create Item icon for the Page Layout element

Click the Create

Item icon for the

Page Layout

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■ Choose Advanced Table as the item style

■ Enter the following

■ ID

■ Text

■ View Instance you created earlier

■ Click Apply

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Click the Create Item

icon for the new table

just created

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■ The Item Style Defaults to Column

■ Enter an ID

■ Click Apply

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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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Then click the Create Item

icon for the column header

for the column created

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■ Enter an ID and the Prompt

■ Click Apply

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Then click the Create

Item icon for the column

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■ Set the item style to Message Styled Text

■ Enter an ID

■ Enter the View Instance created earlier

■ Enter the View Attribute identified in your query

■ Click Apply

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Example 17 – Instance name on Announcement Page

■ Add the instance name to the announcement page so users know if they are in prod/test/dev

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■ Gear icon Personalize Page

■ Find the Static Styled Text with “Announcement” and click the pencil to edit

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■ Change the prompt to

${oa.text.Announcement:}+${oa.pageContext.getSID}

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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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■ 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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Click the

Manage Levels

Button

Click the

Undo Icon

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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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■ Click the copy icon for the personalization you want to copy

Copy the

personalizations

to change # of

rows

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■ Add the responsibility as needed to copy the personalizations

■ Note you can also remove responsibilities from this page

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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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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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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_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)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_ATTRIBUTES

WHERE 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')

This query does not include the

seeded personalizations

https://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOT

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References

■ Oracle Application Framework Personalization Guide

■ Oracle Applications Developer’s Guide

■ Oracle Applications System Administrator’s Guide

■ Oracle Applications User Guide

■ 11.5.10: Viewlets of Personalizations in iProcurement with OA Framework (Doc ID 330160.1)

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Questions?Comments

Susan Behn

[email protected]

Thank You!!!

EBS – OAF Personalization Examples – great rewards with low effort

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