Oracle Form Personalization

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Transcript of Oracle Form Personalization

Page 1: Oracle Form Personalization

© 2006 Oracle Corporation – Proprietary and Confidential

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Oracle Forms Personalization Without CodingBill SawyerSenior Principal Curriculum Developer

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© 2006 Oracle Corporation – Proprietary and Confidential

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

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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

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Program Agenda

• User Overview• Technical Overview• Demonstrations

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User Overview

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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?

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Has this been personalized?

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Menu changes

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

data/parameter passing

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Icon changes

Add/enable icons

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Default values

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

mandatory

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Messages

Create pop-up messages generated for/with specific

conditions and/or data

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Field prompts

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

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Business logic

Support of additional business logic/practices

(e.g. Hold Order)

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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.

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Navigation Example

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

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Navigation Example

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Navigation Example

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Navigation Example

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Business Logic Example

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

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Business Logic Example

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

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Business Logic Example

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

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Business Logic Example

Requirement: Display Workflow status for PO.

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Business Logic Example

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Business Logic Example

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

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Business Logic Example

Requirement: Map Address of Service Request

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Business Logic Example

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Business Logic Example

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Business Logic Example

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

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Business Logic Example

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Business Logic Example

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

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Business Logic Example

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Business Logic Example

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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)

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UI Changes Example

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UI Changes Example

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External Websites Example

Requirement: Display tracking details from Shipping Carrier for order line

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External Websites Example

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External Websites Example

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Legacy Integration Example

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

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Legacy Integration Example

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

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Legacy Integration Example

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

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Query Capability Example

Requirement: Add additional item search/lookup capability

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Query Capability Example

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Query Capability Example

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

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Query Capability Example

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

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Query Capability Example

Closing Item Master returns item number to Order Entry

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Technical Overview

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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.

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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

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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.

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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.

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Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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© 2006 Oracle Corporation – Proprietary and Confidential

Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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© 2006 Oracle Corporation – Proprietary and Confidential

Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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Making Personalizations

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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)!

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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

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Development Scenario

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Development Scenario

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Development Scenario

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Development Scenario

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

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Development Scenario

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Demonstrations

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Appendix

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For More Information

http://search.oracle.com

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

Personalization and Extension of Apps

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