Forms Personalization

Talbott Jones Forms Personalization
2009 Talbott Jones and Colibri Limited

1
Forms Personalization
Presented by
Talbott Jones
2
Introduction
Talbott Jones
Consultant or Colibri Inormation !ana"ement
#$#% 19&' (ld )ominion *ni+ersity
!#% 1990 (ld )ominion *ni+ersity
CP% 19', -ir"inia
199& #e"an .or/in" .it0 (racle %11lications

2eneral Led"er
Payables
%ssets
Purc0asin"
In+entory
t3ones4Colibrilimited5com
6
Colibri
Pro+ides ser+ices 789clusi+ely: or (racle

%11lications and ;)#!$
8ac0 consultant 0as a minimum o ' years

(racle e91erience5
<eb $ite
0tt1=>>...5Colibrilimited5com
?
To1ics
#asics
Create Personalizations
Field ;e@uired
Insert )eault
)is1lay !essa"e
Aide #utton
Po1ulate Field <it0 (ne ( T0ree Possible -alues
)is1lay <arnin"
)ocumentation
!i"ration
,
#asics B %ccess
%ccess to Forms Personalization
;e@uires %11s Pass.ord

or
Proile settin" *tilities=)ia"nostics C Des
%ccess to t0e orm bein" Personalized

E
%ccess
Fa+i"ate to t0e orm bein" 1ersonalized

Help
Diagnostics
Custom Code
Personalize
&
Forms Personalization Form
'
Personalization Aeader
Function Fame Ao. you "ot 0ere
Form Fame Ao. (racle identiies t0is orm
In1ut %rea
$e@ (rder in .0ic0 1ersonalizations are 1erormed
)escri1tion
Le+el Form > Function
9
Aeader B Continued
$elect Form or
Function
Form i t0is
1ersonalization is to
be done e+ery time t0e
orm is used
FunctionG i 3ust .0en

t0is unction is bein"
called5
% orm can be called by more t0an one unction5 T0is 0el1s you be
more selecti+e about .0en a Forms Personalization is in+o/ed5
10
Aeader B Continued
Form > Function )oes it matterH
I you are not sure .0ere a orm is usedG

select Function5
I you .ant to co+er e+ery 1ossible use o t0e

ormG select orm5
I you use Function and loo/ at t0e ormIs

1ersonalizations in anot0er unctionG you .ill
see "a1s in your list5
11
Condition Tab
12
Condition Tab 8lements
Tri""er 8+ent <0at e+ent .ill in+o/e t0is

1ersonalizationH
Tri""er (b3ect T0e e+ent relates to t0is ob3ect5
Condition <0at must be true to allo. your

1ersonalization to be in+o/edH
Processin" !ode T0is 1ersonalization .or/s in

Juery !ode > Fot in Juery !ode or in eit0er mode5
<e .ill not be discussin" Juery !ode Personalizations today5

16
Tri""er 8+ents
T0is e+ent in+o/es your 1ersonalization
Fe. orm
Fa+i"ate to a ne. bloc/
Fa+i"ate to a ne. item
-alidate a record
!enus and $1ecial

Knot co+ered todayL
1?
Tri""er (b3ect
Tri""er (b3ect relates

to t0e Tri""er 8+ent
I t0e e+ent is a ne. bloc/G t0e
ob3ect is a bloc/5
I t0e e+ent is a ne. itemG t0e
ob3ect is a bloc/ and item
combination5
$ome e+ents do not re@uire
an ob3ect5
1,
Tri""er (b3ect
Ao. do you /no. .0at to use or a bloc/ or itemH

Focus on
desired ield5
Help
Diagnostics
Examine
1E
Careul <it0 89amineM
Loo/ but donIt touc05

1&
Condition
Full Kblan/L means e+ery time5

Dou can add restrictions5
)ata rom t0e orm is
reerenced by a colon 7::5
Partial $JL statements
#elo.G t0e condition says 7i
t0e lot number is 0:5
#loc/ C L(TN8FT;D
Item C L(TNF*!#8;
Format
=O#L(CPQ5OIT8!Q
1'
Processin" !ode
Forms Personalizations
can be done inR
Juery !ode
Fot in Juery !ode
#ot0
TodayG .e .ill be tal/in" about
7Fot in Juery !ode:5
19
Conte9t
For .0om does t0e 1ersonalization .or/H
Site 8+eryone
Responsibility )esi"nate
a res1onsibility in t0e +alue
column
User )esi"nate a user in

t0e +alue column5
20
Conte9t Aint
<0en de+elo1in"G assi"n t0e
1ersonalization to yoursel to a+oid
aectin" ot0er users Ke+en t0ou"0 you
s0ould be in a test instanceL5

21
%ctions Tab
22
%ctions Tab 8lements
Seq !ulti1le actions can be

assi"ned5 T0is indicates t0e
se@uence o t0ese actions5
Type %ction ty1es are
Pro1erty assi"ns a 1ro1erty
to a tar"et ob3ect5
!essa"e )is1lays a
messa"e
#uiltin calls custom code or
unction Knot co+ered todayL
!enu c0an"e or add a menu
selection Knot co+ered todayL
Description (1tional
anguage
Enabled
26
%ctions Tab
;i"0t Aand $ide
T0e ri"0t 0and side o t0e
%ctions tab c0an"es
de1endin" u1on t0e
%ction Ty1e5
TodayG .e .ill discuss t.o
action ty1es=
Pro1erty
!essa"e
2?
%ction Ty1e B !essa"e
I t0e %ction Ty1e is
!essa"eG select a
messa"e ty1e=
S!o" dis1lay only
Hint Fot co+ered today5
Error $to1s commit Ksa+eL and
"i+es a reason KmaybeL5
Debug Fot co+ered today
#arn %llo.s t0e user to c0oose
to 1roceed or not5
2,
!essa"e Te9t
Te9t can be sim1leG or it can
0a+e elements o $JL5
T0is e9am1le uses
inormation rom t0e orm
in t0e te9t dis1layed5 T0e
Item Fumber is imbedded
in t0e messa"e5
2E
%ction Ty1e B Pro1erty
T0ere are ,0 a+ailable
1ro1erties5
89am1les=
-alue Contents o t0e

ield5
;e@uired True>False
Kre@uired or not re@uiredL
8nterable True>False
Kield can be entered or
cannot be enteredL
2&
-alidate
*se t0e -alidate button to test your Personalization
Clic/ 7-alidate: and i
your Personalization
.or/sG t0e messa"e
1o1s u15
2'
89am1les
Purc0ase (rder orm
15 Field ;e@uired
Item ;e+ision
15 Insert )eault -alue
;e+ision )eault
15 )is1lay a messa"e
Pendin" 8ecti+ity
;ecei+in" Transactions
orm
?5 Aide #utton
Ins1ection #utton
,5 Po1ulate Field
Lot Fumber
,5 )is1lay <arnin"
$u11lier Lot missin"

29
895 1 Field ;e@uired
Fa+i"ate to t0e orm to be 1ersonalized5 In t0is caseG t0e Purc0ase
(rder5
60
Fa+i"ate to Forms Personalization
Help
Diagnostics
Custom Code
Personalize
61
(ur e9am1le is PO Revision Required
<0y= For e+ery item orderedG t0e business re@uires a
re+ision number5 (n t0is ormG t0e re+ision number is
not re@uired5
62
66
Com1lete t0e Aeader section5
$e@ C 1
)escri1tion C ;e+ision ;e@uired
Le+el C Function
8nabled is c0ec/ed
6?
Com1lete t0e Condition Tab5
Tri""er 8+ent C <0en -alidate ;ecord
Tri""er (b3ect C P(NLIF8$
Condition is null
Processin" !ode C Fot in 8nter Juery

!ode
Conte9t C $ite Kno +alue neededL

Tri""er (b3ect C P(NLIF8$
Condition is null
Processin" !ode C Fot in 8nter Juery !ode
Conte9t C $ite Kno +alue neededL
6,
Com1lete %ctions Tab
$e@ C 1
Ty1e C Pro1erty
(b3ect Ty1e C Item
Tar"et (b3ect C P(NLIF8$5IT8!N;8-I$I(F
Pro1erty Fame C ;e@uired
Pro1erty -alue C True
6E
$a+e your .or/M
<0en t0is orm is used in t0e utureG t0e

ield .ill be re@uired5
6&
895 2 Insert )eault -alue
;e+ision )eault to Ai"0est -alue
<0y= T0e business .ants to minimize
mista/es on 1urc0ase orders5 *nless
t0ere is a s1ecial needG t0e deault re+ision
s0ould be t0e most recent5
6'
<e are already in t0e orm rom e9am1le 15
$e@ C 2
)escri1tion C ;e+ision )eault is most recent
Le+el C Form
8nabled is c0ec/ed
69
Com1lete t0e Conditions Tab
Tri""er 8+ent C <0en Fe.

Item Instance
Tri""er (b3ect C
P(NLIF8$5IT8!N;8-I$I(F
Conte9t Le+el C $ite
Fo Conte9t -alue is needed5
Condition C
=P(NLIF8$5IT8!N;8-I$I(F I$ F*LL %F)
=P(NLIF8$5IT8!NF*!#8; I$ F(T F*LL
?0
Condition e91lainedR
=P(NLIF8$5IT8!N;8-I$I(F I$ F*LL %F)
=P(NLIF8$5IT8!NF*!#8; I$ F(T F*LL
T0is meansR
T0e item re+ision is blan/G but t0e item number is
not blan/5 I t0is is trueG t0e 1ersonalization .ill
be in+o/ed5
?1
Com1lete t0e %ctions Tab
$8J C 1
Ty1e C Pro1erty
(b3ect Ty1e C Item
(b3ect Tar"et C
P(NLIF8$5IT8!N;8-I$I
(F
Pro1erty Fame C -alue

?2
%ctions Tab Continued
Com1lete t0e -alue sectionR
% $JL statement
?6
T0is $JL statement selects
t0e 0i"0est +alued
re+isionG accordin" to t0e
met0od used by (racle5
% $JL statement or t0is
1ur1ose can only return a
sin"le +alueG ot0er.ise an
error results5 T0is ma/es
sinceG because only one
+alue can be 1laced into
t0e ield5
T0e item number as
deli+ered by t0e orm is
used at t0e bottom5 Dou
can see t0e =P(NLIF8$G
.0ic0 is t0e bloc/5
C$8L8CT %
rom K
select
I5$82!8FT1
G ma9K;5re+isionL %
F;(!
IF-5!TLNIT8!N;8-I$I(F$N# ;
G%PP$5!TLN$D$T8!NIT8!$NF-L I
<A8;8
;5in+entoryNitemNid KSL C I5in+entoryNitemNid
%F) ;5or"anizationNid KSL C I5or"anizationNid
%F) I5(;2%FIT%TI(FNI) C 1E&
%F) $82!8FT1 C =P(NLIF8$5IT8!NF*!#8;
"rou1 by se"ment1
L
??
895 6 )is1lay a !essa"e
)is1lay a Pendin" 8ecti+ity !essa"e
<0yH T0e business .ants 1urc0asin"
a"ents to be a.are o an e91ected c0an"e
to an item .0en 1lacin" an order5 T0ey
may decide to order less o t0e itemG or
deer t0e 1urc0ase alto"et0er5
?,
<e are already in t0e orm rom e9am1le 15

$e@ C 6
)escri1tion C Item Pendin" 8ecti+ity
Le+el C Form
8nabled is c0ec/ed
?E
Com1lete t0e Conditions Tab
Tri""er 8+ent C <0en Fe.

Item Instance
Tri""er (b3ect C
P(NLIF8$5IT8!NF*!#8;
Fo Conte9t -alue is needed5
Condition C a $JL statement Kne9t slideL
?&
T0is Condition is a $JL
$tatement5
T0is is loo/in" or a la"
in a descri1ti+e le9
ield K)FFL or t0e
item5
I t0e item number is
amon" t0ose t0at
0a+e t0is attributeG t0e
1ersonalization .ill be
in+o/ed5
=P(NLIF8$5IT8!NF*!#8; in
K$8L8CT
$82!8FT1
F;(!
%PP$5!TLN$D$T8!NIT8!$N#
<A8;8
%TT;I#*T81& C UDUL
?'
Com1lete t0e %ctions Tab5
$e@ C 1
Ty1e C !essa"e
!essa"e Ty1e C $0o.
!essa"e Te9t C a 1artial $JL statement
?9
T0is messa"e te9t includes elements o $JLG but is +ery
sim1le5
7C7 tells t0e system t0is is "oin" to be a $JL statement5
VItem V is 1lain te9t5
WW concatenates te9t .it0 =P(NLIF8$5IT8!NF*!#8;
K=O#loc/Q5OItemQL
WW attac0es t0e 7 is 1endin" eecti+ity 7
!essa"e Te9t
CUItem UWW=P(NLIF8$5IT8!NF*!#8;WWU is 1endin" eecti+ityU
,0
895 ? Aide #utton
Aide Ins1ection #utton on T0e ;ecei+in"
Transactions Form
<0yH <are0ouse recei+ers are not 1ermitted to also ins1ect5
T0at duty is restricted to J%5 Ao.e+erG access to t0e orm is
needed or ot0er reasons5 T0usG t0e business .ants to 0ide t0e
button only or a 1articular res1onsibility5
$ote: Fo $JL is in+ol+ed in t0is 1ersonalization5
,1
895 ? Aide #utton
Fa+i"ate to t0e ;ecei+in" Transactions Form
T0e Ins1ect #utton
a11ears at t0e
bottom ri"0t o t0e
orm5
,2
895 ? Aide #utton
$a%igate to &orms
Personalization
Help
Diagnostics
Custom Code
Personalize
,6
895 ? Aide #utton
$e@ C 1
)escri1tion C Ins1ection #utton
Le+el C Form
8nabled is c0ec/ed
,?
895 ? Aide #utton
Com1lete t0e Condition Tab
Tri""er 8+ent C <0en Fe. Form Instance
Conte9t Le+el C ;es1onsibility
Conte9t -alue C <are0ouse ;ecei+in"

,,
895 ? Aide #utton
$e@ C 1
Ty1e C Pro1erty
(b3ect Ty1e C Item
Tar"et (b3ect C ;C-NC(FT;(L5IF$P8CTI(FN#*T
Pro1erty Fame C )is1layed
-alue C False Knot dis1layedL
,E
895 ? Aide #utton
;esult B #utton is "one
,&
895 , Po1ulate Field
$u11lier Lot Fumber is to be 1o1ulated .it0
one o t0ree +alues5
;ecei1t Fumber
$u11lier Lot Fumber i a )FF la" indicates t0is is desired
I $u11lier Lot Fumber is indicated by )FFG but not 1ro+idedG
1o1ulate .it0 zero
,'
<e are already in t0e orm rom e9am1le ?5
$e@ C 2
)escri1tion C Lot Fumber )etermination
Le+el C Form
8nabled is c0ec/ed
,9
Com1lete t0e Condition Tab
Tri""er 8+ent C <0en Fe. #loc/
Instance
Tri""er (b3ect C L(TN8FT;D
E0
$e@ C 1
Ty1e C Pro1erty
(b3ect Ty1e C Item
Tar"et (b3ect C L(TN8FT;D5L(TNF*!#8;
Pro1erty Fame C -alue
-alue C a $JL statement
E1
T0e +alue is a $JL statement5
;eerence is made to a
descri1ti+e le9ield5 I its
+alue is DG t0en use t0e
su11lier lot number5
(t0er.iseG use recei1t
number5
I )FF C VDI but t0ere is no
+alue in su11lier lot
numberG use V0I5
C $elect % rom Kselect
C%$8 <A8F %TT;I#*T811 C UDU TA8F
n+lK=;C-NT;%F$%CTI(F5-8F)(;NL(TNF*
!GU0UL 8L$8
=(-8;FL(<N%;8%5;8C8IPTNF*!
8F) %
rom
a11s5mtlNsystemNitems
.0ere se"ment1 C
=L(TNC(FT8XT5IT8!
and or"anizationNid C 1E'L
E2
895 E )is1lay <arnin"
To ill a "a1 on 895 ,R
<0at i t0e su11lier lot number is not t0ere
.0en neededH
*sin" a zero or t0e lot number is not
desired5
T0e system s0ould 1ro+ide a .arnin"5
E6
$e@ C 6
)escri1tion C <arnin" $u11lier Lot !issin"
Le+el C Form
8nabled is c0ec/ed
E?
Com1lete t0e Condition $ection
Tri""er (b3ect C L(TN8FT;D
Condition C=L(TN8FT;D5L(TNF*!#8; C U0V

E,
$e@ C 1
Ty1e C !essa"e
!essa"e Ty1e C <arn
!essa"e Te9t C T0e lot number

selected a11ears to be incorrect5 Clic/
YCancelY to "o bac/ and reenter your data5
EE
I a lot number o 70: is encounteredG t0e

system dis1lays t0is messa"e5
E&
)ocumentation
Ao. you can document Forms

Personalizations
!anual
Juery
Ao. to +eriy your documentation
(racleIs Find Personalizations Form

E'
)ocumentation
Forms Personalizations ty1ically do not

0a+e a lar"e +olume o data5 Cut and
1aste into a document can be useul
% @uery can be useul too5

E9
)ocumentation
' (uery
SELECT fcr.id
, fff.user_function_name
, FCR.FORM_NAME FORM
, FCR.SEQUENCE SEQ
, FCR.DESCR!TON
, case "#en fcr.ru$e_t%&e ' (F( t#en (FORM(
"#en fcr.ru$e_t%&e ' (A( t#en (FUNCTON(
ELSE (UN)NO*N( END !_LE+EL
, FCR.ENA,LED
, FU.USER_NAME
, FCR.TR--ER_E+ENT
, FCR.TR--ER_O,.ECT
, FCR.LAST_U!DATE_DATE
FROM A!!LS/S.FND_FORM_CUSTOM_RULES FCR
,A!!S.FND_USER FU
,a&&s.FND_FORM_FUNCTONS_+L FFF
"#ere
fcr.function_name ' fff.function_name
and fcr.$ast_u&dated_0% ' FU.USER_D
AND FCR.ENA,LED L)E 1ENA,LED
order 0% form_name, se2uence3
&0
)ocumentation
<0ile in a Forms Personalization
Tools
%dministration
&1
)ocumentation
T0e system lists all t0e orms .it0 Forms
PersonalizationsG .it0 a count o eac05
&2
!i"ration to Production
T0ere are t.o met0ods to mi"rate into
1roduction5
8nter directly as s0o.n in t0ese slides5
*se scri1ts .0ic0 are a+ailable to co1y

rom a test instance into 1roduction5
&6
Cautions
Future (racle 1atc0es could im1act your Forms

Personalizations5 Testin" is needed .0en you
1atc05
)onIt try to remo+e standard (racle restrictions

t0rou"0 Forms Personalization5 I you .ant to
s/i1 a ield t0at is re@uiredG try usin" an 7autoB
1o1ulate: met0od instead5
It .ould be a "ood idea to restrict access to t0e

7*tilities=)ia"nostics: 1roile5
&?
JZ%
t3ones4colibrilimited5com

Forms Personalization

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Forms Personalization

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Talbott Jones Forms Personalization

2009 Talbott Jones and Colibri Limited

Consultant or Colibri Inormation !ana"ement

#$#% 19&' (ld )ominion *ni+ersity

!#% 1990 (ld )ominion *ni+ersity

CP% 19', -ir"inia

199& #e"an .or/in" .it0 (racle %11lications

Pro+ides ser+ices 789clusi+ely: or (racle

8ac0 consultant 0as a minimum o ' years

%ccess to Forms Personalization

;e@uires %11s Pass.ord

Proile settin" *tilities=)ia"nostics C Des

%ccess to t0e orm bein" Personalized

Fa+i"ate to t0e orm bein" 1ersonalized

FunctionG i 3ust .0en

Form > Function )oes it matterH

I you are not sure .0ere a orm is usedG

I you .ant to co+er e+ery 1ossible use o t0e

I you use Function and loo/ at t0e ormIs

Tri""er 8+ent <0at e+ent .ill in+o/e t0is

Tri""er (b3ect T0e e+ent relates to t0is ob3ect5

Condition <0at must be true to allo. your

Processin" !ode T0is 1ersonalization .or/s in

<e .ill not be discussin" Juery !ode Personalizations today5

Fa+i"ate to a ne. bloc/

Fa+i"ate to a ne. item

!enus and $1ecial

Tri""er (b3ect relates

Ao. do you /no. .0at to use or a bloc/ or itemH

Loo/ but donIt touc05

Full Kblan/L means e+ery time5

Fot in Juery !ode

User )esi"nate a user in

Seq !ulti1le actions can be

-alue Contents o t0e

$u11lier Lot missin"

Com1lete t0e Aeader section5

)escri1tion C ;e+ision ;e@uired

Tri""er 8+ent C <0en -alidate ;ecord

Tri""er (b3ect C P(NLIF8$

Processin" !ode C Fot in 8nter Juery

Conte9t C $ite Kno +alue neededL

$a+e your .or/M

<0en t0is orm is used in t0e utureG t0e

Com1lete t0e Aeader section5

)escri1tion C ;e+ision )eault is most recent

Tri""er 8+ent C <0en Fe.

(b3ect Ty1e C Item

Pro1erty Fame C -alue

Com1lete t0e Aeader section5

)escri1tion C Item Pendin" 8ecti+ity

Tri""er 8+ent C <0en Fe.

Com1lete t0e Aeader section5

)escri1tion C Ins1ection #utton

Tri""er 8+ent C <0en Fe. Form Instance

Conte9t Le+el C ;es1onsibility

Conte9t -alue C <are0ouse ;ecei+in"

Com1lete t0e Aeader section5

)escri1tion C Lot Fumber )etermination

Com1lete t0e Aeader section5

)escri1tion C <arnin" $u11lier Lot !issin"

Tri""er 8+ent C <0en -alidate ;ecord

Tri""er (b3ect C L(TN8FT;D

Condition C=L(TN8FT;D5L(TNF*!#8; C U0V