FormsandOAFPersonalizationsVersion4Sep2015 PDF

Even more Forms and OAF Personalization
Examples-2015
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
■ 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
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Copyright © 2015 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
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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
■ OA Framework Personalization Examples
■ How It Works
■ Examples 1 - 5
■ Forms Personalization
■ 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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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
■ Complete View Application now at top of
page
■ Expand All
■ Focus
■ <ctrl> F
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Today’s OAF Examples
1. Drag and Drop to move and resize table columns in
OAF
2. Announcements on Simplified Home Page
3. Account analysis screen in Payables – add
transaction number, customer name, supplier name to
table which also includes in export
4. Remove the Create from the Supplier Quick Update
page when adding a supplier - confusing button since
you have to add address first
5. Add a new table with an adhoc query to a page
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Example 1 – Resize Columns
■ Rich table features allow you to drag and drop to resize
columns
Resize Ship-To
Location
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Example 1 – Move Columns
■ In 12.2+, drag and drop to resize columns
Moving FOB
column to left
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Example 1 – Move Columns
■ Click on gear to move columns
Gear to move
columns
Reset Button
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Example 2 – Announcements on Simplified
Home Page
■ Partial View of Simplified Home Page
■ We will modify the announcement
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Profile Options Impacting Home Page
FND: Disable
Self Service Personal Configurable Home
Home Page Mode Page
Flat list navigator like 12.1 Framework Only (default) True

Flat list navigator like 12.1 Framework Tree True
Configurable with Tree Framework Only (default) False (default)
Navigator like 12.2
Configurable with Tree Framework Tree False (default)
Navigator like 12.2
New Simple Home Page Framework Simplified N/A (overrides value)
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Home Page
■ Click on the gear icon and choose Personalize Page
Gear Icon replaces several buttons
Click Gear, then choose “Personalize Page”
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Home Page
■ Click on the pencil to personalize the default message, Set
Rendered to False, choose the Complete View, then use
then Create Item icon to create a new message
Choose Complete View to

see the Stack Layout for the Step 1 – Set
inner area inside the Rendered to “False”
announcement box for this text item
Step 2 – Click Create

Item icon to create a
new message
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Home Page
■ Set Item Style to
Formatted Text
■ Enter an ID
■ Make sure Rendered is
“true”
■ Enter html Text
<p>You can personalize the choices available

in this page by setting up new favorites (click
the Add to Favorites icon)</p><p>You can see
other options to control display on this page
(such as showing text under icons in top blue
bar) by reading the blog <a
href="https://blogs.oracle.com/stevenChan/entr
y/new_user_interface_features_in1?utm_sourc
e=feedburner&utm_medium=email&utm_camp
aign=Feed%3A+OracleE-
BusinessSuiteTechnology+%28Oracle+E-
Business+Suite+Technology%29">New
Simplified Home Page in EBS 12.2.4</a>.</p>
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Home Page
■ Click on the gear icon and choose Personalize Page
New Message
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Example 3 – Payables Account Analysis Export
■ Account analysis screen in Payables –
■ PayablesSubledger AccountingJournal Entry Lines
■ View and export would be nicer if it included transaction
number, customer and supplier
Would like to see and

export more details without
going to View Journal entry
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■ Click the gear and chose “Personalize Page”
■ Search for the Style = “Table”
■ Click the icon to View in Hierarchy
View in
Hierarchy
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■ Then click the arrow to expand the table
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■ Notice there are
many text fields
already set up,
but the shown
column is blank
■ All you have to
do is click the
pencil to
personalize, and
set rendered to
“true” for the
ones you want to
show
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■ Set Rendered to true and repeat for other columns
needed
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■ Now you have additional columns that will also be
included in export
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Example 4 – Remove button to “Create” site
■ When you are adding a supplier, after the header is
created and you click apply, this is the form you see
■ You can't create a site until you first create the address so
it’s confusing
■ Remove the button only for this function
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■ Click the gear and choose “Personalize Page”
■ Find the Submit Button: Create that is in the Table
Actions in the Key Payment Setups Table
■ Hint: Use <ctrl> F to find Key Payment Setups
■ Click the pencil to edit
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■ Set Rendered to false at the function level
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■ Create button is gone
■ When you are ready for the create button to appear,

click on Purchasing in the quick access bar
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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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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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■ 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
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■ Then click the Create Item icon for the Page Layout
element
Click the Create

Item icon for the
Page Layout
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■ 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
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■ The Item Style

Defaults to Column
■ Enter an ID
■ Click Apply
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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
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Then click the Create Item

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

■ Click Apply
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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
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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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■ 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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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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■ Click the copy icon for the personalization you want to
copy
Copy the
personalizations
to change # of
rows
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■ Add the responsibility as needed to copy the
personalizations
■ Note you can also remove responsibilities from this
page
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Ten More Forms and OAF Personalization
Examples - Version 3...Updated for R12.2
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
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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
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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
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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
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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
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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
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Partner
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
▸ too much access
▸ applies to entire
diagnostics menu
■ RBAC – create grant for
permission set “FND
Diagnostics
Personalizations Menu”
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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 Oracle…conflicts 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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Object Types / Properties Available
Radio Button Item
■ ENABLED ■ CASE_RESTRICTION
■ CONCEAL_DATA
■ LABEL
■ DISPLAYED
■ PROMPT ■ ENTERABLE
■ VISIBLE ■ FORMAT_MASK
■ WIDTH ■ HINT_TEXT
■ INITIAL_VALUE
■ X_POS
■ LABEL
■ Y_POS ■ NAVIGABLE
■ PROMPT
■ REQUIRED
■ UPDATE_ALLOWED
■ VALUE
■ X_POS
■ Y_POS
Object Types / Properties Available
■ BLOCK LOV
■ DEFAULT_WHERE ■ AUTO_REFRESH
■ DELETE_ALLOWED ■ GROUP_NAME
■ INSERT_ALLOWED ■ HEIGHT
■ NEXT_NAVIGATION_BLOCK ■ TITLE
■ ORDER_BY
■ WIDTH
■ PREVIOUS_NAVIGATION_BLOCK
■ X_POS
■ QUERY_ALLOWED
■ Y_POS
■ UPDATE_ALLOWED
GLOBAL VARIABLE
■ INITIAL_VALUE
■ VALUE
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 73 Gold
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Today’s Examples
1. Launch a URL passing parameters
2. Payables - set terms for Credit Memo to Immediate as
it inherits standard terms
■ You want the credit memo to net on next payment
3. Warn if updating invoice < 2 hours old
4. In condition, use responsibility “like” query to get
around limitation of context
5. Prevent Employee from entering or updating invoice
related to themselves
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Example 1 – Launch a URL Passing
Parameters
■ This was used to call an Apex form from the Payables
Invoice Form passing parameters to the URL
■ (syntax is tricky)
■ First I created a property action to create a global
variable with the value “IS”
■ The global variable is not required – just made it easier
for me to show the example
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Parameters
■ Then I used the Builtin “Launch a URL” to display a
directory on my computer
▸ This shows the syntax required to Launch any URL
▸ Note the single quotes and using the concatenation symbol to
pass the variable
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Parameters
■ The result when this personalization executed is shown
below
▸ Obviously this is a generic example due to non-disclosure
agreements, but you should be able to apply this principle to
call a URL for an APEX form or any other URL where you need
to pass parameters from a form
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Example 2 – Set Terms for Credit Memo to
IMMEDIATE
■ Typically, you don’t want credit memos set to standard
terms– you want them to apply on the next payment
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Example 2 – Set Terms for Credit Memo to
IMMEDIATE
■ Set the default value for the terms name
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Example 3 – Warning if updating invoice < 2
hours old
■ Display warning if someone other than the creator is
updating an invoice < 2 hours old
■ This was done to keep people from accidently updating a
batch someone else was still creating
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Example 3 – Warning if updating invoice < 2
hours old
■ Warning messages pop up in the middle of the screen
■ The user clicks the OK button to continue
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Example 4 – Apply rule to all responsibilities
except “Superuser”
■ When using the context, you would have to list every
responsibility where a rule should apply
■ Also an alternative, use the condition to include all
responsibilities except “Super User”
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Example 5 – Prevent Employee from entering
or updating invoice related to themselves
■ Prevent Employee from entering or updating invoice
related to themselves
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Ten More Forms and OAF Personalization
Examples - Version 3...Updated for R12.2
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
■ Note: There is now a patch for this
5. AP Payments – Set default payment type to manual and
prevent user from updating the payment type
■ Watch out for hidden fields and use enterable property rather
than non-updateable
Gold
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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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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)
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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
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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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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
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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_FORM_CUSTOM_RULES
■ Upload
■ FNDLOAD <userid>/<password> 0 Y UPLOAD
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Partner
References
■ Oracle Application Framework Personalization Guide
■ Oracle Applications Developer’s Guide
■ Oracle Applications System Administrator’s Guide
■ Oracle Applications User Guide
■ 11.5.10: Viewlets of Personalizations in iProcurement
with OA Framework (Doc ID 330160.1)
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Questions & Answers
Thank You!
Susan Behn
susan.behn@infosemantics.com
www.infosemantics.com
People First. Driving Solutions Together®
92 Gold
Partner

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Even more Forms and OAF Personalization

FND: Diagnostics = Yes

View Object for

Flat list navigator like 12.1 Framework Only (default) True

Choose Complete View to

Step 2 – Click Create

<p>You can personalize the choices available

Would like to see and

■ When you are ready for the create button to appear,

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

■ Access the form or function needing personalization

Radio Button Item

■ Buttons are enabled/disabled based on type of action

Displays form field

Validate “Value” entry;

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