Priyanka Patel OA Framework Personalization 16-Aug-13 · o OAF Personalization refer to the ability...
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Transcript of Priyanka Patel OA Framework Personalization 16-Aug-13 · o OAF Personalization refer to the ability...
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o Personalization
o Overview
o Personalization Levels
o Profile Options
o Personalize Page
o Examples
o Advantages
o Available Personalization
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o OAF Personalization refer to the ability to tailor the self-service
applications, specifically the look and feel, the layout and the
Visibility of the content without any code changes
o Introduced with 11.5.9
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Improve security and audit controls
o Remove Buttons
o Change Field Attributes – make fields required
Speed up data entry and processing
o Reorder Columns
Hide Columnso Hide Columns
o Set Initial Values
Adapt to your business rules
o Change Page and Section Headers
o Change Field and Column Names
o Change Button Names
o Add Items (Buttons, Fields, Tips and more)
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When you make personalizations at any of these levels, the
personalizations are available only to the audience defined by that
level.
Personalization Levels
o Function Level
Industry Levelo Industry Level
o Localization Level
o Organization Level
o Responsibility Level
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There are two ways in which you can initiate personalization.
1. Functional Administrator Home page
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2. Run the actual page in Oracle E-Business Suite and initiate the
Personalization UI from the
Personalize Page global link
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o Personalize Self-Service Defn
Yes to allow ‘Personalize’ button to appear at the top of the page
o FND: Personalization Region Link Enabled
Yes to display all the regional links above each region
Minimal to display key regional links
o Disable Self-Service Personal
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o Disable Self-Service Personal
Yes will disable all personalizations at any level
o FND: Diagnostics
Turns on ‘About this Page’
o FND: Personalization Document Root Path (new in 11.5.10)
Required to migrate personalizations
Personalize
Self-Service
Defn = Yes
FND: Personalization
Region Link Enabled
= Yes
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Defn = Yes= Yes
FND: Diagnostics =
Yes
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� lists the context for the top-level object (the page layout)
� It identifies
� the scope of the personalizations
� value(s)
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� you can toggle between a Simple or Complete view of the page structure
� When you select the global Personalize Page button, you automatically navigate to the Simple view of the page structure hierarchy
• The Simple view does not show some of the layout elements that create unnecessarily complex nesting within the page structure hierarchy.
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complex nesting within the page structure hierarchy.
• This simplified structure allows you to quickly locate the region or item you wish to personalize.
� If you initiate personalization by selecting a Personalize Region link, you always navigate to a Complete view of the page hierarchy
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� Page Hierarchy Task Flows
� You can launch a few tasks from this page
o Make a Field Mandatory
o Add New Item
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o OAF personalizations never overwrite the existing base product and are
therefore preserved during upgrades and patches
o Personalizations can be translated.
This means you can create your personalizations on a test system
first, extract your personalizations to a flat file , then load your finalized
personalizations to your production system
o OAF Personalizations are reflected immediately on the page.
o Administrators can easily disable personalizations for debugging
o Reduce customization
o Easy and straightforward
o Speed up data entry
o Decrease error rates
o Reduce training costs
o Make users self sufficient16
o Set a default value for an item.
o Define tips (in line instructions and usage help) for associated items.
o Add new items to an existing region.
o Change number of rows displayed in a table.
o Define up to three sorting levels for tabulated data.
o Change item labels and region headers.
o Change required state of non-mandatory items.
o Update allowed state for updateable items.o Update allowed state for updateable items.
o Enable totals for table columns, when applicable.
o Change product branding (image).
o Change region header icon.
o Hide or show regions and items.
o Change layout order of regions and items within the boundaries of the parent
region.
o Alter the item cascading style sheet (CSS) - to personalize the look and feel of an
item.
o Include or exclude descriptive flexfield segments.
o Submit Concurrent Request
o Export Button to export data in .csv file17
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