Ten More Forms and OAF Personalization Examples - Infosemantics

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Ten More Forms and OAF Personalization Examples - Version 3...Updated for R12.2

Prepared by:

Susan Behn

Vice President

Infosemantics, Inc.

Session ID#: 13808

About the Speaker

■ 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

■ Co-Chair-Texas-Louisiana Oracle User Group TLOAUG

■ Over 100 presentations on E-Business Suite

■ Co-author for multiple books on E-Business Suite

■ Visit us at booth 933

■ 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 topicsGoldPartner

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/

Agenda

■ Overview of Personalization Tools

■ Forms Personalization

▪ How It Works

▪ Examples 1 - 5

■ OA Framework Personalization Examples

▪ How It Works

▪ Examples 6 - 10

■ Migration to other instances

■ References

Overview

■ Personalizations – alter behavior or appearance using tools provided by Oracle

■ Personalization Tools

▪ Professional forms 6i/10g personalization

▪ CUSTOM.pll

— Programmatic tool prior to 11.5.10

— Professional forms only

▪ OA Framework Personalizations beginning in 11.5.9 and above

Comparison of Personalization Tools

Feature/Requirement ProfessionalForms OAFFormsSkillsetrequired Superuserw/sqlskillsor

developerFunctionalsuperuser

Survivespatching/upgrades Yes–mostofthetime Yes–mostofthetimeSpeedupdataentry~Hidefieldsandotherobjects~Changeorderoffields~Setdefaultvalues

Yes Yes

Callotherforms/functionsfromtoolbar

Yes No

Addbuttonstocallotherforms/functions

No Yes

Improvesecurity~Makefieldsrequired

Yes Yes

Adaptability~Changeprompts/labels

Yes Yes

Adaptability~Changelistofvalues

Yes-withsomelimitations Notwithpersonalization;RequiresJ-Devextension

Additems(Buttons,Fields,Tips,etc…)

No Yes

Forms 10g Personalizations

Setup to access Personalizations – Profile Options/RBAC Permission Set

■ Set the “Hide Diagnostics

menu entry” profile option to

“No” at the user level

▪ “Yes” will hide the menu

■ R12.1.3+

▪ Set profile option “Utilities:

Diagnostics” to Yes

— provides too much access

— applies to entire

diagnostics menu

▪ RBAC – create grant for

permission set “FND

Diagnostics

Personalizations Menu”

for specific users8

Grant for Operations (Pat Stock) to access Personalizations Forms

Setup – Profile Options

■ FND: Enable Industry Editing

▪ Set to Yes to view Oracle-delivered Form Personalizations

▪ Set to null or No when creating personalizations

— If set to Yes when creating personalizations

– Per Oracle…conflicts may be created with Oracle-delivered personalizations

– User created personalizations will be harder to track

AP Invoice examples of Oracle delivered personalizations

Accessing Forms Personalization

■ Access the form or function needing personalization

■ Help Diagnostics Custom Code Personalize

Forms Personalization

1 – 100Reusable

Form/FunctionDefault = FunctionMost often should be Form

Condition Tab

■ Trigger event determines when the rule fires▪ Use any event called by form

▪ List of values includes standard trigger events only

▪ Caution: If typing trigger event, text is not validated from LOV

■ Trigger object depends on trigger event▪ WHEN-NEW-BLOCK-INSTANCE requires block name

Condition Tab

■ Use specific events unique to the form (With Caution)▪ Oracle does not commit to keeping every event in to form

in future patches if form is changed

■ Find additional events using Help Diagnostics Custom Code Show Custom Events

Standard Trigger Events

■ WHEN-NEW-FORM-INSTANCE

▪ Security rules, Navigation rules, Visual attributes

■ WHEN-NEW-BLOCK-INSTANCE

▪ Same as WHEN-NEW-FORM-INSTANCE

▪ Message rules

■ WHEN-NEW-RECORD-INSTANCE

▪ Default values

■ WHEN-NEW-ITEM-INSTANCE

▪ Message rules

▪ Default values dependent on entry of another item

Standard Trigger Events

■ WHEN-VALIDATE-RECORD

▪ Populate hidden fields

▪ Additional validations

■ MENUn

▪ Populate tools menu (MENU1-15)

■ SPECIALn

▪ Use MENUn before SPECIALn

▪ Populate tools menu (SPECIAL 1-15)

▪ Populate reports menu (SPECIAL 16-30)

▪ Populate actions menu (SPECIAL 31-45)

Condition Tab

■ Condition

▪ Optional SQL code fragment to limit scope of rule

▪ Use bind variables (:block.field)

▪ Evaluates to true or false – use for complex validation

Context

■ Who does this rule apply to?

Context:Site ResponsibilityUser – Use this for testing rulesIndustry (For future use)

Tip: For initial development, set context to your user id

Property Actions

■ Sequence – non unique (1 – 100)

■ Type – property, message, built-in, menu

■ Description – (Optional)

■ Language – use to change prompts for language

Prompts change depending on action type

Buttons

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

Validate “Value” entry; If sql – will run sql statement

Attempts to execute action

Displays form field property using SPEL (Simplest Possible Expression Language)

Inserts a value from any form field in block.field format into the “Value” field

Professional Forms Examples

1. Export Hidden Canvases

2. Security User Define

▪ Warning if attempting to end date users with active expense

reports

3. AR Open/Close Periods – Warning if user tries to close period if records exist in interface table or lockbox

4. AP Invoices – Check for duplicate invoice number for the same supplier in another operating unit

5. AP Payments – Set default payment type to manual and prevent user from updating the payment type

Example 1 – Export Hidden Canvas

■ File export by default exports the fields you see on the page

▪ Example – System Administrator Application Function

— Exports Function, User Function Name, Description


■ How do you export all the information about the function

▪ For example, you want the details on the properties, form,

WebHTML and other tabs


■ Open the personalization page and create a personalization at the WHEN-NEW-FORM-INSTANCE event


■ Action type = Property

■ Set the object type to block

■ Select the block used for the File Export

■ Set the property EXPORT_HIDDEN_CANVASES to TRUE


■ Export now contains columns A through S

Example 2 – Do not end date users with unprocessed transactions

■ Security User Define

▪ Do not populate the end date if a user has unprocessed

expense reports

■ Why – Error reduction

▪ If a user is inactive, an expense report for that user cannot be

processed

Example 2 – Do not end date users with unprocessed transactions

Example 3 – Warn user if closing period with records in interface table or lockbox

■ Receivables Control Accounting Open/Close Periods

Interface Rule


■ Interface Rule Actions Warning Message


LockboxRule


■ Lockbox Actions Warning Message

Example 4 – Warning if duplicate invoice # for the same supplier in another OU

■ Payables Invoices Entry Invoices

Example 4 – Warning if duplicate invoice # for the same supplier in another OU

■ Actions - Warn

Example 5 – Set default payment type to manual and prevent update

■ Payables Payments Entry Payments

■ For testing, I have the context set to OPERATIONS, but in practice, this would be set for a specific responsibility


■ Action Set the value of the payment type to “Manual”


■ Action Also set the value of the payment type flag to “M”


■ Now that the payment type has a default, prevent the user from changing the value


■ Action Set the “ENTERABLE” property to false to prevent the user from changing the value

Previous Form Personalization Examples

■ Ten New Forms and OAF Personalization Examples for R12.1 – Collaborate 2012

1. Change a prompt

2. Display a message

3. Create a menu item to call a builtin to call another form

function

4. Create a menu item to call a builtin to call a pl/sql procedure

5. Use the GO_ITEM builtin

Previous Form Personalization Examples

■ Customization Reductionwith Forms and OA Framework Personalizations –Collaborate 2011

1. Display a temporary message

2. Change the default where clause

3. Create a menu item to display the invoice id for workflow

troubleshooting

4. Item properties – mask data

5. Alter the LOV (List of Values)

Maintenance

■ After upgrades, go to the personalization for each form and choose Tools Validate All

■ Tools Administration will show personalized forms

▪ Press the Find button with the Form Name blank

Tables

■ FND_FORM_CUSTOM_RULES

▪ Data from header and condition

■ FND_FORM_CUSTOM_SCOPES

▪ Data from context area

■ FND_FORM_CUSTOM_ACTIONS

▪ Data from actions tab

■ Create your own custom reports to document personalizations

Query for Forms Personalizations

set pages 999

set lines 999

column Description for a45

column Function for a13

column Form for a9

column Condition for a35

column TriggerObject for a20

column TriggerEvent for a26

SELECT form_name Form, function_name Function, description Description,

sequence Seq, trigger_event TriggerEvent, trigger_object TriggerObject,

condition Condition, enabled

FROM fnd_form_custom_rules

ORDER BY form_name, function_name, sequence

Migration - Forms Personalizations

■ Download for a specific form:

▪ FNDLOAD <userid>/<password> 0 Y DOWNLOAD

$FND_TOP/patch/115/import/affrmcus.lct <filename.ldt>

FND_FORM_CUSTOM_RULES form_name=<form name>

■ Download all personalizations

▪ FNDLOAD <userid>/<password> 0 Y DOWNLOAD


FND_FORM_CUSTOM_RULES

■ Upload

▪ FNDLOAD <userid>/<password> 0 Y UPLOAD


OAF Personalizations

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 – New in 12.2

■ FND: Enable Rich Table Interactions

▪ Yes to allow users to dynamically resize tables and change

column order using mouse

■ Xliff Export Root Path

▪ Root path for extracting translated personalizations using the

“Extract Translations” button on the “Manage Personalizations”

page

■ Xliff Import Root Path

▪ Root path for importing translated personalizations

Setup – OAF Profile Options

Personalize Self-Service

Defn = Yes

FND: Diagnostics = Yes

FND: Personalization Region Link Enabled= Yes

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

OA Framework Examples

1. Enable Record History in some pages

2. About this record for Suppliers

▪ When enabling record history doesn’t work

3. How to restrict a field length

4. Change the number of rows displayed per page

5. Model Personalization

▪ Create a view object and place the data on a form

Example 1 – 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 link

Click on the

Personalize Page

link


■ 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


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

■ Click “Return to Application”


■ Record history column is now included

■ Clicking on this icon displays history

■ This does not yet work in every OAF form – on to example 2

Example 2 – Suppliers – About this record

■ Query a supplier and go to the Quick Update page

■ Click the Personalize Page link

Click on the Personalize

Page link


■ 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


■ Create a new column for Created By and click the Apply button

▪ Enter the ID and

leave other fields

as defaulted


■ Click create item for the CreatedBy Column just created

Click the Create

Item icon


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

Record History View Attributes :

CreatedUserNameLastUpdateDateLastUpdatdByCreationDate


■ 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


■ Enter an ID and Prompt and click apply

■ Return to Application


■ The “Created By” column is now available

▪ Reminder – repeat steps for additional record history fields

Example 3 – Restrict Field Length

■ Restrict Customer name to 50 characters

■ In the Customer form, click the “Create” button


Page link


■ <ctrl> F is my favorite way to find the right object to edit

Use <ctrl> F to find the

“Organization Name”

and then click the pencil

to edit


■ 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

Example 4 – Change Number of Rows Displayed

■ In many forms, you may want to display more than the default 10 rows – Purchase orders in this example


Page link


■ Find the Advanced Table for Purchase Order Headers

Click the pencil to edit


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


■ Form now shows 20 records at a time

Example 5 – 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


Click Choose

Context

Scope will be set to

current page; Clear

all other fields

Check include for

site, then apply

Click Model

Personalization


■ 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


■ Then click the Create Item icon for the Page Layout element

Click the Create

Item icon for the

Page Layout


■ Choose Advanced Table as the item style

■ Enter the following

▪ ID

▪ Text

▪ View Instance

you created

earlier

■ Click Apply


Click the Create Item

icon for the new table

just created


■ The Item Style Defaults to Column

■ Enter an ID

■ Click Apply


Then click View in

Hierarchy for the

table created

Tip – It helps to check

this box and click Go to

find elements just

created


Then click the Create Item

icon for the column header

for the column created


■ Enter an ID and the Prompt

■ Click Apply


Then click the Create

Item icon for the column


■ Set the item style to Message Styled Text

■ Enter an ID

■ Enter the View Objected created earlier

■ Enter the View Attribute identified by your query

■ Click Apply

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


■ 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


Click the

Manage Levels

Button

Click the

Undo Icon

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

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_PATH

FROM 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

Query for OAF Personalizations Created by Customer

■ My Oracle Support Document 1292611.1



FROM JDR_PATHS PATH


(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS

WHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization‘ AND COMP_ID IS NULL)

MINUS



FROM JDR_PATHS PATH


(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

Previous OAF Personalization Examples

■ Ten New Forms and OAF Personalization Examples for R12.1 – Collaborate 2012

1. Remove “Worklist Access” link

2. Modify privacy statement

3. Create an export button

4. Submit a concurrent request

5. Modify the query for a table

Previous OAF Personalization Examples

■ Customization Reductionwith Forms and OA Framework Personalizations –Collaborate 2011

1. Remove a button

2. Change prompts

3. Hide/reorder columns in a table

4. Set initial values

5. Display a field not currently on page

Questions & Answers

Thank You!

Susan Behn

[email protected]

www.infosemantics.com

People First. Driving Solutions Together®

mailto:[email protected]

http://www.infosemantics.com/

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