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Transcript of Behn Ten New Personalization Format 2012
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Ten New Forms and OAF PersonalizationExamples for R12.1
Presented BySusan Behn
VP, Oracle Practice
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Agenda
Overview of Personalization ToolsForms Personalization
How It WorksExamples 1 - 5
OA Framework Personalization ExamplesHow It WorksExamples 6 - 10
Migration to other instancesReferences
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Overview
Personalizations alter behavior or appearance usingtools provided by OraclePersonalization Tools
Professional forms 10g personalizationCUSTOM.pll
Programmatic tool prior to 11.5.10Professional forms only
OA Framework Personalizations
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Overview
Forms 10g PersonalizationsRequires superuser with some sql skillsSurvive patching and upgradesMost changes traditionally done using CUSTOM.pll can beaccomplished using Forms PersonalizationEffective immediately no coding, no compilingForms personalization and CUSTOM.pll can both beutilized
Forms Personalizations fire prior to CUSTOM.pll for the sameevent
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Overview
Forms Personalizations 10g How can it help you?Speed up data entry and processing
Hide fields, tabsChange order of fieldsSet default valuesCall other forms or web address from tool barExecute processes from tool bar
Improve security and audit controlsMake fields required
Restrict insert or update Adapt to your business rules/self training
Change prompts and labels Alter List of Values (LOVs)
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Overview
OA Framework PersonalizationIntroduced with 11.5.9Standard with 11.5.10 and Release 12
Requires functional super userMinimal technical expertise required
New features added with each release
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Overview
OAF Personalizations How can it help you?Speed up data entry and processing
Reorder ColumnsHide ColumnsSet Initial Values
Improve security and audit controlsRemove ButtonsChange Field Attributes make fields required
Adapt to your business rules/self trainingChange Page and Section HeadersChange Field and Column NamesChange Button Names
Add Items (Buttons, Fields, Tips and more)
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Forms 10 g PersonalizationsHow to use the tool
Examples 1 - 5Tips
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Setup Profile OptionsSet these profile optionsat the user level
Hide Diagnostics menuentry
Set to No to see this
menuUtilities: Diagnostics
Set to No to require appspassword
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Setup Profile Options
FND: Enable Industry EditingNew in 12.1.2Set to Yes to view Oracle-delivered Form Personalizations
Provides new ideas or instructions
Set to null or No when creating personalizationsIf set to Yes when creating personalizations, conflicts may becreated with Oracle-delivered personalizations
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Form Personalization Components
EventTriggering point for the personalization such as when opening aform or validating a record
ScopeThe application context (whom) the personalization applies to
(e.g. Site, User, Responsibility)ConditionsThe data conditions under which personalization is evaluated(SQL fragment)
Actions
What steps the personalization actually performsRule
Overall personalization specification and identification of functionor form level
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Accessing Forms Personalization Access the form or function needing personalizationHelp Diagnostics Custom Code Personalize
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Forms Personalization
Form/Function
Default = Function
Most often should beForm
1 100Reusable
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Condition TabTrigger event determines when the rule fires
Use any event called by formList of values includes standard trigger events onlyCaution: If typing trigger event, entered text is not validated from LOV
Trigger object depends on trigger eventWHEN-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 infuture patches if form is changed
Find additional events using Help DiagnosticsCustom Code Show Custom Events
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Standard Trigger Events
WHEN-NEW-FORM-INSTANCESecurity rules, Navigation rules, Visual attributes
WHEN-NEW-BLOCK-INSTANCESame as WHEN-NEW-FORM-INSTANCE
Message rulesWHEN-NEW-RECORD-INSTANCE
Default valuesWHEN-NEW-ITEM-INSTANCE
Message rulesDefault values dependent on entry of another item
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Standard Trigger Events
WHEN-VALIDATE-RECORDPopulate hidden fields
Additional validationsSPECIALn
Populate tools menu (SPECIAL 1-15)Populate reports menu (SPECIAL 16-30)Populate actions menu (SPECIAL 31-45)
MENUnPopulate tools menu (MENU1-15)Use these before SPECIALn
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Condition TabCondition
Optional SQL code fragment to limit scope of ruleUse bind variables (:block.field)Evaluates to true or false use for complex validation
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Context
Who does this rule apply to?SiteResponsibilityUser Use this for
testing rulesIndustry (For future use) Tip: For initialdevelopment, setcontext to your userid
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Property Actions
Sequence non unique (1 100)Type property, message, built-in, menuDescription (Optional)Language use to change prompts for language
Prompts changedepending onaction type
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Buttons Buttons are enabled/disabled based on type of action and
object
Attempts toexecuteaction
Validate Valueentry; If sql willrun sql statement
Display itemblock.field
Displays form fieldproperty using SPEL(Simplest PossibleExpression Language)
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Variables
VariablesGlobal Variables
Used to pass values between formsMax length is 255 bytes
Prepend the name of the variable with XXLocal variables
Used when you need to refer to a variable multiple timesSpecific to local form
Max length is 4000 bytesPrepend the name of the variable with XX
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Example 1 Change Prompt
Payables Invoice EntryChange Trading Partner to Supplier Name
Why - Reduce time for trainingOracle changed many prompts to be more globalThis prompt was changed to reflect the linking of Suppliersand Customers in TCA calling them Trading Partners For minimal change upgrades to R12, minimize changesfor users that are not necessary for your organization
Note: Rules are easy to turn off in the future
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Example 1 Change Prompt
Access invoice entry formQuery any record
Not required but will be beneficial when using Validatebutton to validate sql
Access forms personalizationHelp Diagnostics Custom Code Personalize
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Example 1 Change Prompt
Enter Seq andDescription
Set Level to Form
Who does therule apply to?
Use WHEN-NEW-FORM-INSTANCE to Change promptswhen the form opens
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Example 1 Change PromptDefine type of action
Enter sequence, action type, description, language ifapplicable and check enabled flag
Prompts are differentfor each action type
Prompts are differentfor each action type
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Valid Object Types
Example 1 Change Prompt
Choose ObjectType = Item
ItemWindowBlockTab PageCanvasRadio ButtonView
Global VariableParameterLOVLocal Variable
What object type do you want to change?
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Example 1 Change PromptChoose Target Object what item do you want to change? Inthis example INV_SUM_FOLDER.VENDOR_NAME
Do not need to know internal name - Use LOV or Select By TextButton
Select by Textallows you to select
item by promptname
Enter prompt to searchfor correct item
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Example 1 Change Prompt
Select Property Name what property do you want tochange?
Select Property tochange and enter
Value
Gets existing value forproperty selected
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Example 1 Change Prompt
Click Apply Now
Apply Now Buttonwill activate rule
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Example 1 Change Prompt
Rule has been applied
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Item Radio Button
Example 1 Change Prompt Property names are different for each object type
ENABLEDLABELPROMPTVISIBLEWIDTHX_POSY_POS
CASE_RESTRICTIONCONCEAL_DATADISPLAYEDENTERABLEFORMAT_MASK
HINT_TEXTINITIAL_VALUELABELNAVIGABLEPROMPTREQUIRED
UPDATE_ALLOWEDVALUEX_POSY_POS
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BLOCK LOV
Example 1 Change Prompt Property names are different for each object type
AUTO_REFRESHGROUP_NAMEHEIGHTTITLEWIDTHX_POSY_POS
DEFAULT_WHEREDELETE_ALLOWEDINSERT_ALLOWEDNEXT_NAVIGATION_BLOCKORDER_BYPREVIOUS_NAVIGATION_BLOCKQUERY_ALLOWEDUPDATE_ALLOWED
GLOBAL VARIABLEINITIAL_VALUEVALUE
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Example 2 Display MessagePayables Invoice Entry Display a reminder message that
the requester should be entered if there is no PO NumberMaking the field required is not an ideal option because its onlyrequired if there is no PO
Notice the field after Requester is Supplier Name
Be cautious of folder tools impacting rules
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Example 2 Display Message
Use WHEN-NEW-ITEM-INSTANCE with the SupplierName Object to trigger the event when the user entersthat field
Condition is checked when the useraccesses the supplier name field
Rule is executed ifPO number is null
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Example 2 Display Message
Message TypesShow Informational MessageHint Appear on status barError Requires user response raises form_trigger_failureDebug Only displays if debug mode is set to Show DebugMessagesWarn Informational message with caution symbol raisesform_trigger_failure
Action type= message
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Example 2 Display Message
Result
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Example #3 Menus, Builtin
Create a menu itemUse a builtin to call a functionThis function will call the View Suppliers form
If the function is restricted based on functionsecurity or Role Based Access Control, the standard
error message will display notifying the user thatthis function is not available to this responsibility
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Action type= menu Enter a
label
Example #3 Menus, BuiltinTrigger event on condition tab is WHEN-NEW-FORM-
INSTANCEThe Menu action type creates menu items
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Example #3 Menus, BuiltinCreate a separate rule (40) to define actions for the
menu established in the previous ruleTrigger event on condition tab is MENU1
This wasthe previousrule
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Example #3 Menus, BuiltinFunction Name has a LOV to search by name
Do not need to know Function Code Use Add Parameter button to pass parameters for professionalform functions
Use syntax below to pass parameters to an OAF form
Action type= Builtin
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Example #3 Menus, Builtin
More details Calling OAF forms requires research
Query the function name in the System Administratorresponsibility
Get the text from the first character after the & which follows thecontroller name to the endThis is the first part of the syntax for the select statement in theparameter
May need to download the controller from $JAVA_TOP and view
in notepad to determine parameter namesUse About this Page to find controller name
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Example #3 Menus, Builtin
New menu item is on tools menu
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Example #3 Menus, BuiltinResult
Supplierhasalreadybeen
retrieved
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Example #4 Call a Function
Execute a procedure to call a function which executes aworkflowIn this example, a workflow sends a notification to thesupplier requesting the PO number if there is not one
provided on the invoice
l ll
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Example #4 Call a Function
Create another menu item as shown previously toexecute the functionPass the invoice id to the workflow
The workflow will send the request to the contact personfor the site
Follow the syntaxexactly. All the singlequotes are a little tricky.
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Example #4 Call a Function
CREATE OR REPLACE PROCEDURE xxmyinc_pers_wf (p_user_name IN VARCHAR2) ASl_item_key VARCHAR2(30);
BEGIN /* Main Program */l_item_key := to_char(sysdate,'MMDDRRRR')||'-'||to_char(sysdate,'HH24MISS');--Create Workflow ProcessWF_ENGINE.CreateProcess (itemtype => ' XXPERSWF
,itemkey => l_item_key,process => ' MAIN_PROCESS ,user_key => p_user_name,owner_role => p_user_name);
-- Set attribute Value of User NameWF_ENGINE.setitemattrtext (itemtype => ' XXPERSWF
,itemkey => l_item_key,aname => ' USER_NAME ,avalue => p_user_name);
-- Start Workflow ProcessWF_ENGINE.StartProcess (itemtype => ' XXPERSWF
,itemkey => l_item_key);COMMIT;
END xxmyinc_pers_wf;
l GO
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Example #5 GO_ITEM
Cash management Manual ClearingDefault Date Cleared to system date and prevent manualupdate
Two parts to ruleSet the default valuePrevent update to the value
Challenge: if you set a field to non-updateable, youcannot set a default value
E l #5 GO ITEM
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Example #5 GO_ITEMTrigger event = WHEN-NEW-ITEM-INSTANCE for Date
Cleared fieldDefault value will be set when user tabs to field
E l #5 GO ITEM
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Example #5 GO_ITEMUse property action to set default value
Use validate button to validate sql
E l #5 GO ITEM
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Example #5 GO_ITEMUse the Builtin property GO_ITEM to go to the next
fieldThe trigger event and item are the same
Make sure setting the default sequence number is beforeGO_ITEM sequence number
Every time the user tries to click on the field, this rule willexecute setting the default date and immediately moving tothe next item
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O h B il i
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Other Builtins
Launch SRS Form runs concurrent requestLaunch a URL call any web pageDO_KEY
DO_KEY(NEXT_BLOCK) will force query execution for find
windowGO_ITEM, GO_BLOCK change navigationEXECUTE_TRIGGER
Execute form trigger, not database trigger
Use after setting default values to ensure internal code executesThis is often required when setting default values for radio buttons
Create Record Group from QueryUse this to change LOVs
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F P li ti Ti
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Forms Personalization Tips
Exit and re-open the form to see personalizationchangesUse debug messages before and after events
Apply Now button - see the resultsDoes not always work if dependent on the results ofanother action
Turn custom code off - Help Diagnostics CustomCode Off
M i t
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Maintenance
After upgrades, go to the personalization for each form andchoose Tools Validate AllTools Administration will show personalized forms
Press the Find button with the Form Name blank
T bl
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Tables
FND_FORM_CUSTOM_RULESData from header and condition
FND_FORM_CUSTOM_SCOPESData from context area
FND_FORM_CUSTOM_ACTIONSData from actions tab
Create your own custom reports to document
personalizations
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OA Framework PersonalizationsSetup and Use
Examples 6 - 10
Set p OAF Profile Options
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Setup OAF Profile Options
Personalize Self-Service DefnYes to allow Personalize button to appear at the top of the page
FND: Personalization Region Link EnabledYes to display all the regional links above each regionMinimal to display key regional links
Disable Self-Service PersonalYes will disable all personalizations at any level
FND: DiagnosticsTurns on About this Page
FND: Personalization Document Root Path (new in 11.5.10)Required to migrate personalizationsSet this profile option to a tmp directory with open (777) permissions
Setup OAF Profile Options
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Setup OAF Profile Options
PersonalizeSelf-ServiceDefn = Yes
FND: PersonalizationRegion Link Enabled
= Yes
FND: Diagnostics =Yes
Finding Object to Personalize
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Finding Object to Personalize
Biggest challenge finding the item to personalize
SearchSimple View
Complete ViewExpand All FCollapse AllFocus
Finding Object to Personalize
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Finding Object to Personalize
My favorite expand all and use F
Click pencil toedit
Personalization Levels/Inheritance
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Personalization Levels/Inheritance
Personalizations at lower levels override personalizationsat higher levelsValues inherit the definition from the level immediatelyabove unless changed
Order of precedence from highest to lowest:FunctionSiteOperating UnitResponsibility
OA Framework Examples
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OA Framework Examples
Remove Worklist Access link Modify privacy statementCreate an export buttonSubmit a concurrent requestModify the query for a table
Example 6 Remove link
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Example 6 Remove link
Remove Worklist Access link from Workflow User,Vision Enterprises responsibility Click Personalize Page
Example 6 Remove link
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Example 6 Remove link
Use F to search for AccessClick the pencil
Example 6 Remove link
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Example 6 Remove link
Set Rendered to false at the responsibility level
Example 6 Remove link
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Example 6 Remove link
Click Return to Application
Example 6 Remove link
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Example 6 Remove link
Link is removed
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Example 7 Privacy Statement
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Example 7 Privacy Statement
Example 7 Privacy Statement
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Example 7 Privacy Statement
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Example 7 Privacy Statement
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Example 7 Privacy Statement
Example 7 Privacy Statement
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Example 7 Privacy StatementUpdate the "Destination URI" and click Apply
Return to Application and link will be changed
Make sureRendered is
true
Example 8 Export Button
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Example 8 Export ButtonCreate an export button to download contacts for asupplier
Refer to the Oracle BLAF UI Guideline: Export/Import PageTemplates [OTN version] for the placement of the Exportbutton
Go to the page where you want to add an export buttonand click personalize page
In this example, Supplier Contact Directory
Example 8 Export Button
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Example 8 Export Button
Click the Create Item icon for the Page Layout
Example 8 Export Button
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Example 8 Export ButtonChoose Item Style Export
Button The data in the Text field willappear in the buttonSet the View Instance name tothe view object associatedwith the region
See About This Page
Example 8 Export Button
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Example 8 Export Button
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About this Page Page Tab View ObjectColumn
Example 8 Export Button
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Example 8 Export ButtonNow clicking
the newExportContactsbutton will
export datato a .csv file
Example 9 Submit Concurrent Request
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Add a button to submit a concurrent request from the
Supplier Invoice Management page to print the SupplierOpen Balance LetterCreate a button similar to the previous example
Assigning the function FNDCPSRSSSWA to the
destination function for the button would call the submitcurrent request with no parameters
ChoosePersonalizePage
Example 9 Submit Concurrent Request
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Instead of using the DestinationFunction, create the button with
the following code in theDestination URI to passparameters
OA.jsp?akRegionApplicationId=0
&akRegionCode=FNDCPPROGRAMPAGE&programApplName=SQLAP&programName=APXSOBLX&programRegion=Hide
&scheduleRegion=Hide¬ifyRegion=Hide&printRegion=Hide Rendered =true
Text insidebutton
Example 9 Submit Concurrent Request
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Concurrent requestpage with program
name is displayed All pages hiddenexcept parameterspage and review page
Click Newbutton
Example 10 Modify Query
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Exclude Employees in Supplier search for specific responsibility In the supplier page, click personalize pageSearch for the style Table, find the correct table, andclick the pencil
Example 10 Modify Query
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Click on the query icon at the desired personalization
level
Example 10 Modify Query
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Add filters needed in Create Query form
The Add Another field is used to add addition fields forfiltering
Example 10 Modify Query
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a p e 0 od y Que y
No Results Found for Type Employee
Dont forget testing!
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g gCustomizations or Personalizations, whether they are
protected or non protected, allow you to fundamentallychange the behavior of the application.
This could interfere with intended functionality.
Use with caution
TEST TEST TEST TEST TEST
TESTING
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THEN TEST IT
AGAIN!
***BUT NOT IN PRODUCTION**
Migration - Forms Personalizations
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Download for a specific form:FNDLOAD / 0 Y DOWNLOAD$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES form_name=
Download all personalizationsFNDLOAD / 0 Y DOWNLOAD$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES
UploadFNDLOAD / 0 Y UPLOAD$FND_TOP/patch/115/import/affrmcus.lct
Migration - OAF Personalizations
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g
Migrate OA Framework Personalizations from theFunctional Administrator ResponsibilityExport to directory defined in FND: PersonalizationDocument Root Path
FTP to target instanceImport from Document Root Path directory
Query for OAF Pages with Personalizations
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Note that because many OA Framework-based personalizationsare shipped with Oracle E-Business Suite either as "seededdeveloper" or "localization" personalizations, this list can be muchlonger than you expect
There is currently no way to tell, other than by looking at the actualpersonalization or personalization document, whether a shippedpersonalization has been further personalized at your site
SELECT PATH.PATH_DOCID PERZ_DOC_ID, jdr_mds_internal.getdocumentname(PATH.PATH_DOCID)PERZ_DOC_PATHFROM JDR_PATHS PATH
WHERE PATH.PATH_DOCID IN(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTSWHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization'
AND COMP_ID IS NULL)ORDER BY PERZ_DOC_PATH
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Query for OAF Personalizations Created by
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CustomerMy Oracle Support Document 1292611.1
This query does not include the seeded personalizationsUse this query with care if shipped personalizations have 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 PATHWHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTSWHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization'
AND COMP_ID IS NULL)MINUSSELECT PATH.PATH_DOCID PERZ_DOC_ID, jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH
FROM JDR_PATHS PATHWHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS, JDR_ATTRIBUTESWHERE 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')
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Query for Forms Personalizations
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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Q y
set pages 999set lines 999column Description for a45column Function for a13column Form for a9column Condition for a35column TriggerObject for a20column TriggerEvent for a26
SELECT form_name Form, function_name Function, descriptionDescription,
sequence Seq, trigger_event TriggerEvent, trigger_objectTriggerObject,condition Condition, enabledFROM fnd_form_custom_rulesORDER BY form_name, function_name, sequence
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Read-Only Diagnostics in 12.1.3
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y g
Profile option Hide Diagnostics Menu Entry should beset to No Assign one or more of the read only functions to themenu where this functionality is needed
Read-Only Diagnostics 12.1.3
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y gExample - Payables, Vision Operations (USA)responsibility linked to menu AP_NAVIGATE_GUI12
Leave prompt and Submenu null
Summary
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y
Personalizations reduce customizationsPersonalizations are easy to implementPersonalizations can save you money
Less customizations result in lower maintenance cost and
lower patching/upgrade costsIncrease compliance reducing audit costSpeed up data entryDecrease error ratesReduce training costsMake users self sufficient
References
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Oracle Application Framework Personalization GuideOracle Applications User Interface Standards for Forms-Based ProductsOracle Applications Developers Guide
Oracle Applications System Administrators Guide Oracle Applications User GuideMy Oracle Support ID: 279034.1 FormsPersonalization
Q & A
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Thank You!
Susan [email protected]
www.infosemantics.com People First. Driving Solutions Together
mailto:[email protected]://www.infosemantics.com/http://www.infosemantics.com/mailto:[email protected]:[email protected]