Download - Ten More Forms and OAF Personalization Examples – Version 3… Updated for R12.2 – Susan Behn Infosemantics

8/10/2019 Ten More Forms and OAF Personalization Examples Version 3 Updated for R12.2 Susan Behn Infosemantics

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

Prepared by:

Susan Behn

Vice President

Infosemantics, Inc.

Session ID#: 13808


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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


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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


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Overview

Personalizations alter behavioror appearance using toolsprovided 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


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Comparison of Personalization Tools

Feature/Requirement Professional Forms OAF Forms

S k il l s e t r e qu i re d S u pe r us e r w / sq l s ki l ls o rdeveloper

F u n ct i o n al s u p er u s er

Survives patching/upgra des Yes most of the ti me Yes m os t o f th e t im e

S p e ed u p d a ta e n t r y

~ Hi de f ie ld s a nd o th er o bj ec ts

~ C ha n ge o r de r o f f i e ld s

~ S et d e fa u lt v al u es

Yes Yes

C a ll o t he r f o rm s/ f un c ti o ns f r omtoolbar

Yes No

A dd b u t to n s t o c a ll o t he r

forms/functions

No Yes

I mp r ov e s e cu r it y~M a ke f i e ld s r e q u i r e d

Yes Yes

Adaptability

~C h a ng e p r o mp t s/ l a be l s

Yes Yes

Adaptability

~ C ha n ge l i st o f v a lu e s

Y e s - w i t h s o me l i m it a t i on s N o t w i t h p e r so n a li z a t io n ;

R e q ui r e s J -D e v e x t en s i o nAdd items (Buttons, Fields, Tips,

etc)

No Yes


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Forms 10gPersonalizations


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Setup to access Personalizations ProfileOptions/RBAC Permission Set

Set the Hide Diagnosticsmenu entry profile option toNo 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 FNDDiagnosticsPersonalizations Menu

for specific users 8


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Grant for Operations (Pat Stock) to accessPersonalizations Forms


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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 Oracleconflicts may be created with Oracle-deliveredpersonalizations

User created personalizations will be harder to track

AP Invoice examples of Oracledelivered personalizations


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Accessing Forms Personalization

Access the form or function needing personalization Help Diagnostics Custom Code Personalize


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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


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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 HelpDiagnosticsCustom CodeShow Custom Events


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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


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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)


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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


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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 onaction type


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Buttons

Buttons are enabled/disabled based on type of action andobject

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


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Professional Forms Examples

1. Export Hidden Canvases2. Security User Define

Warning if attempting to end date users with active expensereports

3. AR Open/Close Periods Warning if user tries to close

period if records exist in interface table or lockbox4. AP Invoices Check for duplicate invoice number for the

same supplier in another operating unit

5. AP Payments Set default payment type to manual andprevent user from updating the payment type


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Example 1 Export Hidden Canvas

File export by default exports the fields you see on the page Example System AdministratorApplication Function

Exports Function, User Function Name, Description


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


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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


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Export now contains columns A through S


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Example 2 Do not end date users withunprocessed transactions


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Example 3 Warn user if closing periodwith records in interface table or lockbox

Receivables ControlAccounting Open/Close Periods

Interface

Rule


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Interface Rule ActionsWarning Message


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Lockbox

Rule


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Lockbox ActionsWarning Message


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

Actions - Warn


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Example 5 Set default payment type tomanual 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


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Action

Set the value of the payment type to Manual


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Action

Also set the value of the payment type flag to M


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Now that the payment type has a default, prevent the userfrom changing the value


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Action

Set the ENTERABLE property to false to preventthe user from changing the value


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Previous Form Personalization Examples

Ten New Forms and OAF Personalization Examples forR12.1 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


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Previous Form Personalization Examples

Customization Reductionwith Forms and OA Framework PersonalizationsCollaborate 2011

1. Display a temporary message

2. Change the default where clause

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

4. Item properties mask data

5. Alter the LOV (List of Values)


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Maintenance

After upgrades, go to the personalization for each form andchoose Tools Validate All

ToolsAdministration will show personalized forms

Press the Find button with the Form Name blank


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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 documentpersonalizations


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Query for Forms Personalizations

set pages 999set 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


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Migration - Forms Personalizations

Download for a specific form: FNDLOAD / 0 Y DOWNLOAD

$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES form_name=

Download all personalizations

FNDLOAD / 0 Y DOWNLOAD$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES

Upload

FNDLOAD / 0 Y UPLOAD$FND_TOP/patch/115/import/affrmcus.lct


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OAF Personalizations


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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


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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 Personalizationspage

Xliff Import Root Path

Root path for importing translated personalizations

S O f O


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Setup OAF Profile Options

Personalize Self-Service

Defn = Yes

FND: Diagnostics = Yes

FND: PersonalizationRegion Link Enabled= Yes


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OA F k E l


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OA Framework Examples

1. Enable Record History in some pages2. About this record for Suppliers

When enabling record history doesnt 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

E l 1 E bl R d Hi t


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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

E l 1 E bl R d Hi t


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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

E l 1 E bl R d Hi t


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Set RecordHistoryEnabled totrue andclick Apply

Click Returnto Application

E l 1 E bl R d Hi t


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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 on to example 2


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E l 2 S li Ab t thi d


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Example 2 Suppliers About this record

Use 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 newcolumn for CreatedBy and click theApply button

Enter the ID and

leave other fieldsas defaulted



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Click create item for theCreatedBy Column justcreated

Click the Create

Item icon



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Create a message styledtext items with ViewAttribute"CreatedUserName" andview instance "SitesVO

Record History

View Attributes :

CreatedUserName

LastUpdateDate

LastUpdatdByCreationDate



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Back on thePersonalize Pagebutton, expandthe newCreatedBycolumn and click

the create itembutton for thecolumnHeader

Click the Create

Item icon



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Enter an ID andPrompt 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

Example 3 Restrict Field Length


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Restrict Customer name to 50 characters

In the Customer form, click the Create button

Click on the Personalize

Page link



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F is my favorite way to find the right object to edit

Use F to find the

Organization Name

and then click the pencilto edit



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Change the Maximum length from Inherit to 50 and click theapply 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


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Example 4 Change Number of RowsDisplayed

In many forms, you may want to display more than the default10 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, clickApply and then Return to Application



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Form now shows 20 records at a time

Example 5 Add a Table New Query


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In the customer relationship manager, I want to display all theprojects for this customer

Go to the form and query a customer, then click thePersonalized Page link

Click on the

Personalize Page link



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Click ChooseContext

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 AdvancedTable as the itemstyle

Enter the following

ID

Text View Instance

you createdearlier

Click Apply


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The Item StyleDefaults to Column

Enter an ID

Click Apply


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Enter an ID and the Prompt

Click Apply



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a p e 5 dd a ab e e Que y

Then click the Create

Item icon for the column



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p Q y

Set the itemstyle to MessageStyled Text

Enter an ID

Enter the View

Objectedcreated earlier

Enter the ViewAttributeidentified by your

query Click Apply



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p Q y

New in 12.2 Undo Personalizations


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To undo personalizations within a browser session

Click the Manage

Levels Button

Click the undo icon for a

specific personalization

The Undo All button willundo all

personalizations created

in the browser session

New in 12.2 Undo Personalizations


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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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Migration - OAF Personalizations


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g

Migrate OA Framework Personalizations from the FunctionalAdministrator Responsibility

Export to directory defined in FND: Personalization DocumentRoot Path

FTP to target instance

Import from Document Root Path directory

Query for OAF Pages with Personalizations


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y g

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


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y yCustomer

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

Previous OAF Personalization Examples
https://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOT


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Ten New Forms and OAF Personalization Examples forR12.1 Collaborate 2012

1. Remove WorklistAccess link

2. Modify privacy statement

3. Create an export button

4. Submit a concurrent request5. Modify the query for a table

Previous OAF Personalization Examples


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Customization Reductionwith Forms and OA Framework PersonalizationsCollaborate 2011

1. Remove a button

2. Change prompts

3. Hide/reorder columns in a table4. Set initial values

5. Display a field not currently on page

Questions & Answers


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Thank You!

Susan Behn

[email protected]

www.infosemantics.com

People First. Driving Solutions Together
mailto:[email protected]://www.infosemantics.com/http://www.infosemantics.com/mailto:[email protected]


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