OAF Personalizations.pdf

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    1. Personalization

    OA Personalization Framework allows you to personalize your user interface (UI) of

    Oracle Self-Service Web Applications without modifying any underlying code.

    Following are some common types of personalizations you can accomplish with OAPersonalization Framework:

    Change the prompt for a field or other text on a page Hide or show a field on a page Make the fields mandatory and non mandatory Reorder fields or items on a page Restrict data that a user can access Add new buttons, links, text items, images, etc. (Creation of Items)

    2. Profile Options:

    S. No Profile Option Level Purpose1 Disable Self-service

    PersonalSite Level orApplication Level

    Disables all the personalizationsmade

    2 Personalize Self ServiceDefn

    User or Site GlobalPersonalization

    button on every page will appear todo the necessary

    personalization3 FND: Personalization

    Region Link EnabledUser or Site Personalization link

    appears at everyregion on the selfservice page

    3. Personalization Levels

    There are different Levels available at which the Personalizations can be made are

    Function Custom/Seeded Site Organization and Responsibility Level

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    Function Level:

    You can create personalizations for a region at the Function level, such that the personalizationsare visible only when you display the region by selecting a specific function. For Example,suppose you have an updatable region and you want that region to be updatable when accessedfrom FunctionA in the menu, but to be read-only when accessed from FunctionB in the menu. Toaccomplish this, you create a Function level personalization that makes all the fields read-onlyfor FunctionB. You can have only one set of personalizations per region per function.

    Site Level:

    A site refers to an installation of Oracle Self-Service Web Applications. Personalizations thatyou make at the site level affect all users of the current installation.

    Organization Level:

    Depending on the context you choose, an Organization can be a plant, a unit, a department, adivision within a company or even a complete company (BG). Personalizations that you make atthe Organization level affect all users of that Organization.

    Responsibility Level:

    When you make personalizations at the responsibility level for a specific responsibility, thechanges are effective only for the users of that responsibility.

    4. Personalization Icons

    Launches a focused version of the Page Hierarchy Personalization page, for the selectedregion.

    To Reorder the Fields

    To Create a New Item

    To delete the Items

    Choose the Context levels to where exactly the personalizations have to bemade

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    You can either Activate, Inactivate, or Delete existing personalizations at therequired levels

    5. Personalization Features/Properties:

    5.1 Rendered:

    We can either enable or disable a field using Rendered optionSelect the value from the poplist which generally displays Inherit, true, false and SPEL.

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    For Example: To disable Alias field click on Personalize Name

    Select the Pen icon and disable the field in Self Service Page

    Select the Value from the Poplist.The poplist generally displays the choices Inherit, true, false, and SPEL,

    And also select the levels where you want to personalize the field

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    Once you click on Apply, it takes you to the main personalization pageSo now click on Return to Application

    Alias field is no more visible in this region.

    5.2 Hiding a Region

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    To hide the region select the region you want to hide

    For Eg: to hide OTHER Click on Personalize Other

    Click on Personalize Default Single Column Basic Details

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    The region is hided.

    5.3 Required

    Similarly to make the field mandatory or non mandatory select the values from the Poplist

    You will find a * which indicates mandatory and the field to be entered

    5.4 Read Only

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    To make to non updatable select read only

    5.5 Prompt

    To change the prompt

    5.6 Maximum Length

    Example: To set the Maximum Length of Proxy Name, click on personalize page

    The Maximum Length of Proxy Name is 30 characters.Gave the value 2 characters at the function level

    So the user can enter only 2 characters.

    5.7 Tip Message:

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    To add additional instructional text for users in the form of tips.

    Select Application Developer Responsibility -> Application -> Messages -> Add a NewMessage

    Select Tip Type as longMessage from the Poplist

    Select the Message Name which we have created in the Message form through ApplicationDeveloper Responsibility

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    Apply

    5.8 Initial Value

    To specify a default value. Incase if it is a free field you can directly give the default value. Note: This does not work in all cases if you want to default a value for a free field

    Prerequisite:

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    Set the Profile Option FND:OA:Enable Defaults to Yes

    To default a value from a List of Values

    For Example: To default the Title as Mr

    Query the Lookup

    Select the code from the of Mr.

    Go to Personalization page

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    Select the Add Blank Value as FalseAnd in Initial Value paste the code of Mr.

    Apply

    The value is defaulted.

    5.9 Enabling DFF

    Select a particular region and search for the flex

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    Click on Personalize PageSearch for the required flex

    Change the value for the Rendered to True at the required Level and click on apply and return toapplication.

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    Click on apply and return to application: Now you can see only two segments of DFF displayed :

    If you want to display segments only in Read only mode then go to Personalize Page-> Searchfor the Required Flex-> Click on the Pencil -> In the Segment list for the required segment add($RO$)

    Example: IN|Guardian Name($RO$)|Guardian Birth Date

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    Click on apply button and return to application: Now the Guardian Name will be in read only Mode

    6. Creation of Items

    6.1 Create Button

    A button item style creates a push button, which allows the user to trigger some action inresponse to a click. The button fires an "onclick" event when it is activated

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    Enter Component Id: ButtonEnter URL : javascript:void window.open( "http://www.oracle.com ")(in order to display this in a new page)Apply

    Click on the Button and it opens the url

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    6.2 Message Check Box

    The Message Check Box item style is a combination of the checkBox and inlineMessagecontrols.

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    Enter Component Id : Message Check BoxPrompt : Message Check BoxInitial Value : YApply

    6.3 Separator

    The separator item style creates a horizontal separator. A dotted line appears on the screen.

    Enter Component Id : SeparatorApply

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    6.4 Creating Flex

    If we want to create any Flex in the web page first we need to see whether that DFF exists in thatWeb page or not:

    To Check the DFF in the Web pages click on About this page hyperlink which will on the leftdown corner of the webpage:

    Check for the available flex fields in the Flex field Reference

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    Copy the item name of the required flex and go the page definition and click on the Expand ALL

    Search for the VO for the required flex field. Search (CTRL TAB+ F TAB) and paste the copied

    item name and click on the find next

    Copy the VO Against the required flex item:Click on Return to page Hyperlink which is on left corner of the page :

    Click on the Personalize page at required level :

    Click on Create item :

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    Select the level as function LevelAnd item style as Flex

    Enter the Value for ID : Flex1In the Appl Short Name field : PER (For Human Resources)In the Name field : Enter the DFF NameIn the Prompt Field : Enter the Prompt Name for Flex itemIn Read only Field : Select False from LOVIn the Rendered field : Select True from LOVIn the View Instance : Copy the VO copied against the flex item

    Click on Apply .In the personalization structure you can find the flex created .

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    Click on Return to application Hyperlink:

    You can see the segment displayed on the webpage:

    6.5 URL include

    The urlInclude item style allows you to includes HTML content loaded from an external sourceunder the parent region.

    Enter Component Id : UrlincludeSource URI : Enter the urlApply

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    6.6 Create Static Styled Text

    Text that is for display only and not for editing purposes

    Enter Component Id : SSTPrompt : This is for your informationMessage Name : FULL Name

    Apply

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    This includes the prompt and the message name

    6.7 Create Link

    Enter Component Id : LinkDestination URL : Give the urlApply

    The link item style creates an HTML link tag.

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    6.8 Create Message Styled Text

    A text field that can be updated and have a default value.

    Enter Component Id : MessStyledText

    Destination URL : This is your personal informationApply

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    7 Reorder

    You can reorder the items either for a particular region or at the page level at differentlevels.

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    8. Functional Administrator Responsibilty Functions:

    You can use this responsibility incase if you come across any errors while doing the personalizations. Using this responsibility you can either deactivate or delete personalizations

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    Select the Document Name of the particular page where you are getting an error and go toGo to Functional Administrator Responsibility -> Select Personalizations TabIn Application : Select Human Resources from the List of ValuesAnd in the Document Path give the document name of the particular page where you are gettingan error

    Click on Manage Personalizations and it takes you to that particular page where you havedone the personalizations

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    Shows you the levels where you have done the personalizations.So either delete or deactivate and retest the same.

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