Ten More Forms and OAF Personalization Examples - Version 3... Updated For R12.2

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.
2 Gold
Partner
Copyright © 2014 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
■ 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
Gold
Partner
Copyright © 2014 Infosemantics, Inc. All Rights Reserved . Any other commercial product names
herein are trademark, registered trademarks or service marks of their respective owners.
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
4 Gold
Partner
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
5 Gold
Partner
Comparison of Personalization Tools
Feature/Requirement Professional Forms OAF Forms
Skill set required Superuser w/sql skills or Functional superuser
developer
Survives patching/upgrades Yes – most of the time Yes – most of the time
Speed up data entry Yes Yes
~Hide fields and other objects
~Change order of fields
~Set default values
Call other forms/functions from Yes No
toolbar
Add buttons to call other No Yes
forms/functions
Improve security Yes Yes
~Make fields required
Adaptability Yes Yes
~Change prompts/labels
Adaptability Yes - with some limitations Not with personalization;
~Change list of values Requires J-Dev extension
Add items (Buttons, Fields, Tips, No Yes
etc…)
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
9 Gold
Partner
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 Oracle…conflicts may be created with Oracle-delivered
personalizations
■ User created personalizations will be harder to track
AP Invoice examples of
Oracle delivered
personalizations
10 Gold
Partner
Accessing Forms Personalization
■ Access the form or function needing personalization

■ Help  Diagnostics  Custom Code  Personalize
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Partner
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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Partner
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
18 Gold
Partner
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
19 Gold
Partner
Buttons
■ Buttons are enabled/disabled based on type of action

and object
Displays form field

property using SPEL
(Simplest Possible Inserts a value from any
Expression Language) Attempts
form field in block.field
to execute
format into the “Value” field
action
Validate “Value” entry;

If sql – will run sql
statement 20 Gold
Partner
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
Gold
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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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■ 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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■ Open the personalization page and create a
personalization at 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 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
27 Gold
Partner
Example 3 – Warn user if closing period with
records in interface table or lockbox
■ Receivables  Control  Accounting  Open/Close
Periods
Interface
Rule
30 Gold
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■ Interface Rule Actions  Warning Message
31 Gold
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Lockbox
Rule
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■ Lockbox Actions  Warning Message
33 Gold
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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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Partner
Example 4 – Warning if duplicate invoice # for
the same supplier in another OU
■ Actions - Warn
35 Gold
Partner
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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Partner
■ 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
user from changing the value
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■ Action  Set the “ENTERABLE” property to false to
prevent the user from changing the value
40 Gold
Partner
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
41 Gold
Partner
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)
42 Gold
Partner
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
44 Gold
Partner
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
45 Gold
Partner
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
46 Gold
Partner
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_FORM_CUSTOM_RULES
■ Upload
■ FNDLOAD <userid>/<password> 0 Y UPLOAD
47 Gold
Partner
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
49 Gold
Partner
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
50 Gold
Partner
Setup – OAF Profile Options
Personalize Self-Service
Defn = Yes
FND: Personalization
Region Link Enabled= Yes
FND: Diagnostics = Yes

Important!
51 Gold
Partner
About this Page - Requisitions
View Object for

Requisitions
MyReqsVO
52 Gold
Partner
About this Page - View Object for Requisitions
MyReqsVO
53 Gold
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Finding Object to Personalize
■ Biggest challenge – finding the item to personalize
■ Search
R12.2 – Return to
■ Complete View Application now at top of
page
■ Expand All
■ Focus
■ <ctrl> F
54 Gold
Partner
OA Framework Examples
1. Enable Record History in some pages
2. About this record for Suppliers
■ When enabling record history doesn’t 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
55 Gold
Partner
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 on the
Personalize Page
■ Click the Personalize Page link link
56 Gold
Partner
■ 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
57 Gold
Partner
■ Set “Record
History
Enabled” to
“true” and
click “Apply”
■ Click “Return
to Application”
58 Gold
Partner
■ 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
59 Gold
Partner
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
60 Gold
Partner
■ Use <ctrl> F to find “Key Payment Setups”
■ Click the “Create Item” icon
Use Simple View

Then, click the Create
Item icon
61 Gold
Partner
■ Create a new
column for
Created By and
click the Apply
button
■ Enter the ID
and leave
other fields as
defaulted
62 Gold
Partner
■ Click create item for

the CreatedBy
Column just created
Click the Create

Item icon
63 Gold
Partner
■ Create a message
styled text items
with View Attribute
"CreatedUserName
" and view instance
"SitesVO“
Record History
View Attributes :
CreatedUserName
LastUpdateDate
LastUpdatdBy
CreationDate
64 Gold
Partner
■ 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
65 Gold
Partner
■ Enter an ID and
Prompt and click
apply
■ Return to Application
66 Gold
Partner
■ The “Created By” column is now available
■ Reminder – repeat steps for additional record history
fields
67 Gold
Partner
Example 3 – Restrict Field Length
■ Restrict Customer name to 50 characters
■ In the Customer form, click the “Create” button

Page link
68 Gold
Partner
■ <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
69 Gold
Partner
■ 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
70 Gold
Partner
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

Page link
71 Gold
Partner
Displayed
■ Find the Advanced Table for Purchase Order Headers
Click the pencil to edit
72 Gold
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Displayed
■ Update “Records Displayed” to the desired number,
click “Apply” and then “Return to Application”
73 Gold
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Displayed
■ Form now shows 20 records at a time
74 Gold
Partner
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
75 Gold
Partner
Click Choose
Context
Scope will be set to

current page; Clear
all other fields
Check include for

site, then apply
Click Model
Personalization
76 Gold
Partner
■ Enter a view instance
name
■ Enter your sql query
with :1 as your bind
variable
Click
Create ■ 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
77 Gold
Partner
■ Then click the Create Item icon for the Page Layout
element
Click the Create

Item icon for the
Page Layout
78 Gold
Partner
■ Choose
Advanced Table
as the item style
■ Enter the
following
■ ID
■ Text
■ View Instance
you created
earlier
■ Click Apply
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Click the Create Item

icon for the new table
just created
80 Gold
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■ The Item Style

Defaults to Column
■ Enter an ID
■ Click Apply
81 Gold
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Tip – It helps to check

this box and click Go to
find elements just Then click View in
created Hierarchy for the
table created
82 Gold
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Then click the Create Item

icon for the column header
for the column created
83 Gold
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■ Enter an ID and the Prompt

■ Click Apply
84 Gold
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Then click the Create

Item icon for the column
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■ 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
86 Gold
Partner
87 Gold
Partner
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
88 Gold
Partner
■ 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
89 Gold
Partner
Click the
Manage Levels
Button
Click the
Undo Icon
90 Gold
Partner
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
91 Gold
Partner
■ Click the copy icon for the personalization you want to
copy
Copy the
personalizations
to change # of
rows
92 Gold
Partner
■ Add the responsibility as needed to copy the
personalizations
■ Note you can also remove responsibilities from this
page
93 Gold
Partner
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
94 Gold
Partner
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
95 Gold
Partner
Query for OAF Personalizations Created by
Customer This query does not
include the seeded
■ My Oracle Support Document 1292611.1 personalizations
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH
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
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH
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')
Gold
96 96
Partner
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
97 Gold
Partner
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
98 Gold
Partner
Questions & Answers
Thank You!
Susan Behn
susan.behn@infosemantics.com
www.infosemantics.com
People First. Driving Solutions Together®
99 Gold
Partner

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Ten More Forms and OAF Personalization

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

■ Access the form or function needing personalization

■ Buttons are enabled/disabled based on type of action

Displays form field

Validate “Value” entry;

FND: Diagnostics = Yes

View Object for

Click on the Personalize

Use Simple View

■ Click create item for

Click the Create

Click the Create

Click on the Personalize

Use <ctrl> F to find the

Click on the Personalize

Click the pencil to edit

Scope will be set to

Check include for

Note the Name;

Click the Create

Click the Create Item

■ The Item Style

Tip – It helps to check

Then click the Create Item

■ Enter an ID and the Prompt

Then click the Create

■ Set the item

Click the Manage

The Undo All button will

Click the undo icon for a

■ What if you really messed up? 

Click the About

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