Harnessing the Full Power of OA Framework Personalizations in the E-Business Suite

Bolton Carroll Rolta TUSC

Copyright 2009 Rolta International, Inc., All Rights Reserved

Agenda
Key Profile Options Personalization Levels User Views Simple Personalization Examples Changing Look and Feel Advanced Personalization Examples Migrating Personalizations

Key Profile Options

Personalize Self-Service Defn
Yes enables personalization link on all pages

FND: Personalization Region Link Enabled

Yes displays all regional links Minimal displays key regional links

Disable Self-Service Personal

Turn off all personalizations

FND: Personalization Document Root Path

Used for importing/exporting personalizations

Key Profile Options (con.)

FND: Diagnostics
Activates the link called About this Page at bottom left of page

FND:OA:Enable Defaults
Allows defaulting through personalizations to take place

How to Begin Personalization

Initial Personalization Screen

Personalization Context

Personalization Scope
Page level scope means personalization is limited to that specific page Region level scope means a personalization will apply to all pages that extend that particular region

Personalization Levels
Function, Industry, Location, Site, Operating Unit, Responsibility Lower level setting overrides higher level For example, responsibility setting overrides operating unit setting Function example: Hide a field if user is in update screen but not in enter screen Multiple levels may be set for a personalization (e.g. Operating Unit and Responsibility)

Personalization Levels (con.)

Localization is related to Territory concept, meaning different prompts can be used for different countries

Personalization Levels - Function

A function personalization will be activated by a user selecting a function in a menu or by a user selecting a url with an OAFunc parameter Through Menu: create a function for a page, assign it to a menu, and let a user select that menu option Example of url call:
OA.jsp?page=oracle.apps.fnd.framework.webui.TestRe gion&OAFunc=ABC This will activate a function level personalization for the function ABC when accessing the TestRegion page

Manage Personalization Levels Screen

Manage Personalization Levels allows deleting, activating, de-activating, and working with translation files

Admin vs User Personalization Levels

Admin personalizations refer to personalizations using the Personalize Page functionality User personalization: refers to user views which are customized result sets for specific search results in table regions ADMIN_CUSTOMIZABLE property: determines if an item is personalizable
If set to false item cant be personalized

User Personalization
Users can customize views and save for later access Customizing views includes the ability to sort, change number of rows, hide/show columns, change order of columns, filter the data, change prompts, and show totals A seeded view may be changed by first copying and then modifying Not all table regions allow the creation of custom views

User Personalization (example)

Internet Expenses, Expense Reports go to Simple Search and click on Save Search

User Views (con.)

Create a new View

User Views (con.)

Add/remove columns and set column order and sorting

User Views (con.)

Set your query conditions

User Views (con.)

Once your new view is created, you can access it from the search screen by clicking on Views

User Views (con.)

From Views screen, click on personalize to make changes

User Views (con.)

User views can be updated and a default view can be selected in the Personalize Views screen

Admin seeded User Level Personalization Creation of a personalized view for users Can be created on tables in a query region Can be selected by a user in the Views page Can be limited to a specific group of users by setting a specific context for the view Can limit a view to function based security Created through the personalization page by clicking on the icon for Seeded User Views

Admin seeded User Level Personalization Example of creating an admin view

Admin seeded User Level Personalization Admin screen shows extra Securing Function field

Modifying Result Set

Modify sorting behavior and filter results by personalizing the Query row in a table region If you modify the Query row at different personalization levels, the different filters will be combined with an AND In some tables, it is not possible to change the data filter This personalization can override the filter on a user view

Modifying Result Set

Click on personalize link for the Table component, then on the Query icon at the bottom of the page

Modifying Result Set

This takes you to the page to modify the query

Simple Personalizations Most common personalizations are rendering, read only, required, and prompt Click on Personalize page link, find item, click on personalize icon for the item, select item property to modify, and modify appropriate level with new setting

Simple Personalizations (con.) Step 1: Click on personalize link

Simple Personalizations (con.) Step 2: Find item to personalize and click personalize icon

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Simple Personalizations (con.) Step 3: Set new item property

Simple Personalizations (con.) Examples of setting different properties

Simple Personalizations (con.) Result of setting item to required

Simple Personalizations (con.) Setting default value

Setting Default Values

Only works for following items: MessageTextInput, MessageLOVInput, MessageCheckBox, MessageChoice, MessageRadioButton, MessageRadioGroup Change property called Initial Value Only works if profile option FND:OA:Enable Defaults is set to Yes In some cases, a default personalization will not take effect due to defaulting logic of Oracle

Creating Extra Space

Spacer item style adds space between components Use Create Item to create and then reorder items to move the spacer to desired position Key properties are height and width, which are in pixels When used in stack layout the width property does not have any effect When used in stack layout the vertical property may create extra space above and below your text item You will need to experiment to get the right look Use extra Raw Text or Formatted Text fields to add extra lines between components (must fill in at least one character in Text property for line to appear)

Creating Extra Space

Create space with Spacer Create an extra line between vertical components with a Raw Text item This example is part of a stack layout

Creating Extra Space

This spacer is adding vertical space and not using any width space

Creating Extra Space - Result

Result in Application

Creating a Tip Item

Tips can be entered to give custom instructions to users next to specific fields or regions Click on Personalize Page link, select page or region level where you want the tip, select Create Item option Item Style is tip Set id to a unique meaningful name Set Text to the message you want to display, if you are not using Application Message Set Tip Message Name to match a message in the Messages screen Tip will be created at end of region, but can be moved with the Reorder button on the appropriate region or page

Creating a Tip Item

Create message in applications

Creating a Tip Item

Create a new item in the Button Bar Region

Creating a Tip Item

Select Item Style of Tip and set properties of item

Creating a Tip Item

Check result

Creating a Tip Item

Look for a new CSS Class item style for tip in System Administration responsibility, FWK CSS Style Lookup This function may need to be added to the System Administration if you dont see it there

Creating a Tip Item

Look for Static Styled Text options

Creating a Tip Item

Use the TouchScreenYellowCell predefined Style

Creating a Tip Item

Check result

Adding a url
A text item can be created which links to a url Use Item Style of Static Styled Text Prompt will be the text Set Destination URI property to a specific web site (e.g. http://www.yahoo.com Or set Destination URI property to a function that calls an OA Framework page (e.g. ICX_USER_PREFERENCES)

Look and Feel

Self service screen allows you to change look and feel of Oracle screens Choices are
Browser look and feel (BLAF): Oracle default Minimal look and feel (MLAF): lightweight, simplified version Base look and feel: root of all look and feel options Simple look and feel: built on base look and feel, can be used as an example to build a custom look and feel

Look and Feel

BLAF and MLAF can not be extended Responsibility called Customizing Look and Feel Administrator Look and Feel configuration page You can create multiple looks and feels for different purposes (such as pda)

Look and Feel

BLAF and MLAF can not be extended Responsibility Customizing Look and Feel Administrator Look and Feel configuration page You can create multiple looks and feels for different purposes (such as pda

Look and Feel

Styles can be changed such as the colors of various components (LightAccentBorder, MediumAccentBorder, TextForeground, MediumFont, DefaultFont) To change a color, change the color property of the specific style you have selected You can change the size of an icon by changing its properties You can change an icon by naming a new image to use (e.g. for required icon)

Look and Feel

After you create your custom look and feel, you can set it with the profile option
Oracle Applications Look and Feel (APPS_LOOK_AND_FEEL)

Bounce the web server to see the new look Personalization screen will show a column called Customize Look and Feel if the Look and Feel of the page is customizable and if the page component is Look and Feel customizable

Look and Feel - Limitation

The main limitation of the Custom Look and Feel functionality is that you can only extend Simple LAF or Base LAF, which do not include all the functionality of the Browser LAF (BLAF) Therefore you may lose some functionality when you extend a scaled down version of the default BLAF For example the trains component in BLAF has icons, whereas in Simple LAF it has only HTML links

Adding a Field to a Table

Click on personalize link on the page or region

Adding a Field to a Table

Click expand all to see all the fields and to determine the name of the View Object for the table

Adding a Field to a Table (con.)

In expanded mode, find the View Object for the table where you want to add an extra field (AllReqsVO) In this example, we will add EmergencyPoNum (actually its just hidden at this point, but we are adding it as an example)

Adding a Field to a Table (con.)

Find the view object attribute for the field you need

Adding a Field to a Table (con.)

Create new item within the table

Adding a Field to a Table (con.)

Created item type of message styled text and give a custom name to the id

Adding a Field to a Table (con.)

Specify name of View attribute, View Object, and prompt for your new column, then click Apply

Adding a Field to a Table (con.)

View results of new field

Adding a Field to a Search Panel

Click on personalize query link above search panel

Adding a Field to a Search Panel

Create a new item in the Simple Search Panel

Adding a Field to a Search Panel

Create the new item with a message style of Message Text Input and set the search allowed property to true

Adding a Field to a Search Panel

Create another new item in Simple Search Mappings

Adding a Field to a Search Panel

View Search Results with new item

Creating an Attachment
Only available under a table or advanced table region Adds an icon to the page which allows viewing or adding an attachment Item style is Attachment Image or Attachment Link Must enter the View Instance Create category map Create entity map Create primary key, if not yet created Item style of Attachment Table allows viewing of existing attachments

Creating a Button
A button can be created to navigate to another page or to another url Use the Destination URI property to populate the destination url (e.g. http://www.yahoo.com) Use the Destination Function to link to another OA Framework page A submit button can not be created through a personalization

Creating an Export Button

Allows exporting of data from within a region Create item within the region you want to export Set the View Instance name to the name of the view object associated with the region

Adding Flexfields
You can add either key or descriptive flexfields Item style is Flex Set following properties:
Appl Short Name: from flexfield definition Name: from flexfield definition View Instance: from region where you are adding the flexfield Type: key or descriptive Use property called Segment List If left null, then all segments display Populate property with segment names separated by | Use || to handle multiple contexts

Limited number of segments can be displayed

Adding Flexfields (con.)

Create stack layout, then Static Styled Text as child to show title on screen, then Flex Item as child of stack layout to hold flexfield information

Adding Flexfields (con.)

Stack Layout Setup

Adding Flexfields (con.)

Setup for Title text above flexfield

Adding Flexfields (con.)

Setup for Flex Item

Adding Flexfields (con.)

Setup for Flex Item

Adding Flexfields (con.)

Result: 1 segment flexfield Prompt comes from flexfield definition

Adding a region
Use the item style Flexible Layout and Flexible Content Can only be done at site level and at a scope of Page It is recommended to add only 1 Flexible Content for 1 Flexible Layout Enter full package name of the region that the flexible content is extending

Migrating Personalizations
Use Functional Administrator, Personalization, Import/Export Exports to directory specified in profile option FND: Personalization Document Root Path Move file to target server Import into target instance with Functional Administrator

Translations
If a foreign language is installed, you will see a Translate icon in the personalization page This launches a Translate page, where you can create a translation inline Extracting translations is done by using the Extract Translation File button in the Manage Personalization Levels page Profile option Fnd Xliff Export Root Path determines file directory

Questions
Presenter: Bolton Carroll Rolta-TUSC

carrollb@tusc.com
www.tusc.com