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Ten More Forms and OAF Personalization

Examples - Version 3...Updated for R12.2

Susan Behn

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
The ABCs of Workflow for E-Business Suite Release 11i
Release 12 and The Release 12 Primer Shining a Light

on the Release 12 World.


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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
topics
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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 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

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Comparison of Personalization Tools


Feature/Requirement
Skill set required
Survives patching/upgrades
Speed up data entry
~Hide fields and other objects
~Change order of fields
~Set default values
Call other forms/functions from
toolbar
Add buttons to call other
forms/functions
Improve security
~Make fields required
Adaptability
~Change prompts/labels
Adaptability
~Change list of values
Add items (Buttons, Fields, Tips,
etc)

Professional Forms
Superuser w/sql skills or
developer
Yes most of the time
Yes

OAF Forms
Functional superuser

Yes

No

No

Yes

Yes

Yes

Yes

Yes

Yes - with some limitations

Not with personalization;


Requires J-Dev extension
Yes

No

Yes most of the time


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
users

Grant for Operations (Pat Stock) to access


Personalizations 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-delivered

personalizations
User created personalizations will be harder to track

AP Invoice examples of
Oracle delivered
personalizations

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Accessing Forms Personalization


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

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Forms Personalization

1 100
Reusable

Form/Function
Default = Function
Most 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

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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 Help Diagnostics

Custom Code Show 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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Context
Who does this rule apply to?
Context:
Site
Responsibility
User Use this for testing rules
Industry (For future use)

Tip: For initial


development, set
context to your user id

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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 on
action type

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Buttons
Buttons are enabled/disabled based on type of action

and object

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

Validate Value entry;


If sql will run sql
statement
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Attempts
to execute
action

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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

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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

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Example 1 Export Hidden Canvas


How do you export all the information about the

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

WebHTML and other tabs

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Example 1 Export Hidden Canvas


Open the personalization page and create a

personalization at the WHEN-NEW-FORM-INSTANCE


event

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Example 1 Export Hidden Canvas

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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Example 1 Export Hidden Canvas


Export now contains columns A through S

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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

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Example 2 Do not end date users with


unprocessed transactions

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

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Example 3 Warn user if closing period with


records in interface table or lockbox
Interface Rule Actions Warning Message

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Example 3 Warn user if closing period with


records in interface table or lockbox

Lockbox
Rule

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Example 3 Warn user if closing period with


records in interface table or lockbox
Lockbox Actions Warning Message

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Example 4 Warning if duplicate invoice # for


the same supplier in another OU
Payables Invoices Entry Invoices

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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 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

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Example 5 Set default payment type to


manual and prevent update
Action Set the value of the payment type to Manual

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Example 5 Set default payment type to


manual and prevent update
Action Also set the value of the payment type flag to

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Example 5 Set default payment type to


manual and prevent update
Now that the payment type has a default, prevent the

user from changing the value

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Example 5 Set default payment type to


manual and prevent update
Action Set the ENTERABLE property to false to

prevent the user from changing the value

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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

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Previous Form Personalization Examples


Customization Reduction

with 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)

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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

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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 document

personalizations

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Query for Forms Personalizations


SELECT fu.user_name,
fr.form_name Form,
fr.function_name Function,
fr.rule_key,
fr.Description,
fr.sequence Seq,
fr.trigger_event TriggerEvent,
fr.trigger_object TriggerObject,
fr.condition Condition,
fr.enabled,
fr.created_by
FROM fnd_form_custom_rules fr,
fnd_user fu
where fu.user_id = fr.created_by

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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_TOP/patch/115/import/affrmcus.lct <filename.ldt>
FND_FORM_CUSTOM_RULES
Upload
FNDLOAD <userid>/<password> 0 Y UPLOAD
$FND_TOP/patch/115/import/affrmcus.lct <filename.ldt>

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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
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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
Personalizations page
Xliff Import Root Path
Root path for importing translated personalizations

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Setup OAF Profile Options

Personalize Self-Service
Defn = Yes
FND: Personalization
Region Link Enabled= Yes

FND: Diagnostics = Yes

Important!

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About this Page - Requisitions

View Object for


Requisitions

MyReqsVO

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About this Page - View Object for Requisitions


MyReqsVO

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Finding Object to Personalize


Biggest challenge finding the item to personalize
Search
R12.2 Return to
Application now at top of
page

Complete View
Expand All
Focus
<ctrl> F
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OA Framework Examples
1. Enable Record History in some pages
2. 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

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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
Click on the
Select a country to query tax regimes
Personalize Page
link
Click the Personalize Page link

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Example 1 Enable Record History


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

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Example 1 Enable Record History


Set Record

History
Enabled to
true and
click Apply
Click Return
to Application

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Example 1 Enable Record History


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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Example 2 Suppliers About this record


Query a supplier and go to the Quick Update page
We will put this on the Key Payment Setups page
Click the Personalize Page link

Click on the Personalize


Page link

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Example 2 Suppliers About this record


Use <ctrl> F to find Key Payment Setups
Click the Create Item icon

Use Simple View


Then, click the Create
Item icon

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Example 2 Suppliers About this record


Create a new

column for
Created By and
click the Apply
button
Enter the ID

and leave
other fields as
defaulted

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Example 2 Suppliers About this record


Click create item for

the CreatedBy
Column just created

Click the Create


Item icon

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Example 2 Suppliers About this record


Create a message

styled text items


with View Attribute
"CreatedUserName
" and view instance
"SitesVO
Record History
View Attributes :
CreatedUserName
LastUpdateDate
LastUpdatdBy
CreationDate

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Example 2 Suppliers About this record


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

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Example 2 Suppliers About this record


Enter an ID and

Prompt and click


apply
Return to Application

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Example 2 Suppliers About this record


The Created By column is now available
Reminder repeat steps for additional record history
fields

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Example 3 Restrict Field Length


Restrict Customer name to 50 characters
In the Customer form, click the Create button

Click on the Personalize


Page link

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Example 3 Restrict Field Length


<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

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Example 3 Restrict Field Length


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
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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

Click on the Personalize


Page link

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Example 4 Change Number of Rows


Displayed
Find the Advanced Table for Purchase Order Headers

Click the pencil to edit

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Example 4 Change Number of Rows


Displayed
Update Records Displayed to the desired number,

click Apply and then Return to Application

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Example 4 Change Number of Rows


Displayed
Form now shows 20 records at a time

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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

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Example 5 Add a Table New Query


Click Choose
Context

Scope will be set to


current page; Clear
all other fields
Check include for
site, then apply

Click Model
Personalization

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Example 5 Add a Table New Query


Enter a view instance

Click
Create

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

Note the Name;


This will be
needed later
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Example 5 Add a Table New Query


Then click the Create Item icon for the Page Layout

element

Click the Create


Item icon for the
Page Layout

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Example 5 Add a Table New Query


Choose

Advanced Table
as the item style
Enter the
following
ID
Text
View Instance

you created
earlier
Click Apply

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Example 5 Add a Table New Query

Click the Create Item


icon for the new table
just created

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Example 5 Add a Table New Query


The Item Style

Defaults to Column
Enter an ID
Click Apply

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Example 5 Add a Table New Query

Tip It helps to check


this box and click Go to
find elements just
created

Then click View in


Hierarchy for the
table created

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Example 5 Add a Table New Query

Then click the Create Item


icon for the column header
for the column created

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Example 5 Add a Table New Query


Enter an ID and the Prompt
Click Apply

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Example 5 Add a Table New Query

Then click the Create


Item icon for the column

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Example 5 Add a Table New Query


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

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Example 5 Add a Table New Query

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New in 12.2 Undo Personalizations


To undo personalizations within a browser session

Click the Manage


Levels Button
The Undo All button will
undo all
personalizations created
in the browser session

Click the undo icon for a


specific personalization
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New in 12.2 Undo Personalizations


What if you really messed up?
You created an item, clicked Return to
Application and get the Error Page

Click the About


Previous Page link

Click the
Personalization Tab

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New in 12.2 Undo Personalizations

Click the
Manage Levels
Button

Click the
Undo Icon

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New in 12.2 Copy Personalizations


Enter the document path of the personalization to copy

and click go
Then click the pencil for Manage personalizations
Click the
Manage
Personalizations
Pencil

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New in 12.2 Copy Personalizations


Click the copy icon for the personalization you want to

copy

Copy the
personalizations
to change # of
rows

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New in 12.2 Copy Personalizations


Add the responsibility as needed to copy the

personalizations
Note you can also remove responsibilities from this
page

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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

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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

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Query for OAF Personalizations Created by


Customer
This query does not

My Oracle Support Document 1292611.1

include the seeded


personalizations

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)
MINUS
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, 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')

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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

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Previous OAF Personalization Examples


Customization Reduction

with 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

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Questions & Answers


Thank You!
Susan Behn
susan.behn@infosemantics.com
www.infosemantics.com
People First. Driving Solutions Together

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