OA Personalization

Table of Contents


Training Document OA – Personalizations

1. Personalization
OA Personalization Framework allows you to personalize your user interface (UI) of Oracle SelfService Web Applications without modifying any underlying code. Following are some common types of personalizations you can accomplish with OA Personalization Framework: – – – – – Change the prompt for a field or other text on a page Hide or show a field on a page Make the fields mandatory and non mandatory Reorder fields or items on a page Restrict data that a user can access Add new buttons, links, text items, images, etc. (Creation of Items)

2. Profile Options:
S. No 1 2 Profile Option Disable Self-service Personal Personalize Self Service Defn Level Site Level or Application Level User or Site Purpose Disables all the personalization’s made Global Personalization button on every page will appear to do the necessary personalization Personalization link appears at every region on the self service page


FND: Personalization Region Link Enabled

User or Site

3. Personalization Levels
There are different Levels available at which the Personalizations can be made are

   

Function – Custom/Seeded Site Organization and Responsibility Level

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Training Document OA – Personalizations

Function Level: You can create personalizations for a region at the Function level, such that the personalizations are visible only when you display the region by selecting a specific function. For Example, suppose you have an updatable region and you want that region to be updatable when accessed from FunctionA in the menu, but to be read-only when accessed from FunctionB in the menu. To accomplish this, you create a Function level personalization that makes all the fields read-only for FunctionB. You can have only one set of personalizations per region per function. Site Level: A site refers to an installation of Oracle Self-Service Web Applications. Personalizations that you make at the site level affect all users of the current installation. Organization Level: Depending on the context you choose, an Organization can be a plant, a unit, a department, a division within a company or even a complete company (BG). Personalizations that you make at the Organization level affect all users of that Organization. Responsibility Level: When you make personalizations at the responsibility level for a specific responsibility, the changes are effective only for the users of that responsibility.

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Personalization Icons • Launches a focused version of the Page Hierarchy Personalization page.0 Page 4 . To Reorder the Fields • To Create a New Item To delete the Items Choose the Context levels to where exactly the personalizations have to be made You can either Activate. or Delete existing personalizations at the required levels Version 1. for the selected region.Training Document OA – Personalizations 4. Inactivate.

0 Page 5 .1 Rendered: We can either enable or disable a field using Rendered option Select the value from the poplist which generally displays Inherit.Training Document OA – Personalizations 5. false and SPEL. For Example: To disable Alias field click on Personalize Name Select the Pen icon and disable the field in Self Service Page Version 1. Personalization Features/Properties: 5. true.

Training Document OA – Personalizations Select the Value from the Poplist. And also select the levels where you want to personalize the field Once you click on Apply. it takes you to the main personalization page So now click on Return to Application Alias field is no more visible in this region. false. Version 1.0 Page 6 . The poplist generally displays the choices Inherit. true. and SPEL.

2 Hiding a Region To hide the region select the region you want to hide For Eg: to hide OTHER Click on Personalize “Other” Click on Personalize “Default Single Column Basic Details” Version 1.Training Document OA – Personalizations 5.0 Page 7 .

Training Document OA – Personalizations The region is hided. 5.3 Required Similarly to make the field mandatory or non mandatory select the values from the Poplist You will find a * which indicates mandatory and the field to be entered 5.4 Read Only Version 1.0 Page 8 .

Version 1.Training Document OA – Personalizations To make to non updatable select read only 5.7 Tip Message: To add additional instructional text for users in the form of tips. 5. click on personalize page The Maximum Length of Proxy Name is 30 characters.6 Maximum Length Example: To set the Maximum Length of Proxy Name.0 Page 9 . Gave the value 2 characters at the function level So the user can enter only 2 characters.5 Prompt To change the prompt 5.

Training Document OA – Personalizations Select Application Developer Responsibility -> Application -> Messages -> Add a New Message Select Tip Type as longMessage from the Poplist Version 1.0 Page 10 .

8 Initial Value Version 1.Training Document OA – Personalizations Select the Message Name which we have created in the Message form through Application Developer Responsibility Apply 5.0 Page 11 .

Go to Personalization page Version 1. Incase if it is a free field you can directly give the default value. Note: This does not work in all cases if you want to default a value for a free field Prerequisite: Set the Profile Option FND:OA:Enable Defaults to Yes To default a value from a List of Values For Example: To default the Title as “Mr” Query the Lookup Select the code from the of Mr.Training Document OA – Personalizations To specify a default value.0 Page 12 .

0 Page 13 . Apply The value is defaulted. 5.9 Enabling DFF Version 1.Training Document OA – Personalizations Select the Add Blank Value as False And in Initial Value paste the code of Mr.

Training Document OA – Personalizations Select a particular region and search for the flex Click on Personalize Page Search for the required flex Version 1.0 Page 14 .

0 Page 15 . Now you can see the segments in the DFF displayed: If you want enable only some segments in DFF then go to Personalize Page-> Search for the Required Flex-> Click on the Pencil -> In the Segment List Enter the Code of the structure and the required segments in that structure of the DFF Example: For Further Contact R'ship Information in the segment list we need to enter IN|Guardian Name| Guardian Birth Date Descriptive Flex Field: Version 1.Training Document OA – Personalizations Change the value for the Rendered to True at the required Level and click on apply and return to application.

Training Document OA – Personalizations Click on apply and return to application: Now you can see only two segments of DFF displayed : Version 1.0 Page 16 .

0 Page 17 .Training Document OA – Personalizations If you want to display segments only in Read only mode then go to Personalize Page-> Search for the Required Flex-> Click on the Pencil -> In the Segment list for the required segment add “($RO$)” Example: IN|Guardian Name($RO$)|Guardian Birth Date Click on apply button and return to application: Now the Guardian Name will be in read only Mode Version 1.

Training Document OA – Personalizations Version 1.0 Page 18 .

Creation of Items 6.0 Page 19 .Training Document OA – Personalizations 6.oracle. which allows the user to trigger some action in response to a click. The button fires an "onclick" event when it is activated Enter Component Id: Button Enter URL : javascript:void window.com") (in order to display this in a new page) Apply Version 1.1 Create Button A button item style creates a push button.open("http://www.

Training Document OA – Personalizations Click on the Button and it opens the url Version 1.0 Page 20 .

0 Page 21 .Training Document OA – Personalizations 6.2 Message Check Box The Message Check Box item style is a combination of the checkBox and inlineMessage controls. Enter Component Id Prompt Initial Value Apply : Message Check Box : Message Check Box :Y Version 1.

A dotted line appears on the screen.4 Creating Flex Version 1. Enter Component Id Apply : Separator 6.3 Separator The separator item style creates a horizontal separator.0 Page 22 .Training Document OA – Personalizations 6.

Search (CTRL TAB+ F TAB) and paste the copied item name and click on the find next Version 1.0 Page 23 .Training Document OA – Personalizations If we want to create any Flex in the web page first we need to see whether that DFF exists in that Web page or not: To Check the DFF in the Web pages click on About this page hyperlink which will on the left down corner of the webpage: Check for the available flex fields in the Flex field Reference Copy the item name of the required flex and go the page definition and click on the Expand ALL Search for the VO for the required flex field.

Training Document OA – Personalizations Copy the VO Against the required flex item: Click on Return to page Hyperlink which is on left corner of the page : Click on the Personalize page at required level : Click on Create item : Select the level as function Level And item style as Flex Enter the Value for ID In the Appl Short Name field In the Name field In the Prompt Field In Read only Field In the Rendered field In the View Instance : Flex1 : PER (For Human Resources) : Enter the DFF Name : Enter the Prompt Name for Flex item : Select False from LOV : Select True from LOV : Copy the VO copied against the flex item Version 1.0 Page 24 .

0 Page 25 .Training Document OA – Personalizations Click on Apply . Click on Return to application Hyperlink: You can see the segment displayed on the webpage: Version 1.In the personalization structure you can find the flex created .

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6 Create Static Styled Text Version 1.5 URL include The urlInclude item style allows you to includes HTML content loaded from an external source under the parent region.0 Page 27 . Enter Component Id Source URI Apply : Urlinclude : Enter the url 6.Training Document OA – Personalizations 6.

0 Page 28 .7 Create Link Version 1.Training Document OA – Personalizations Text that is for display only and not for editing purposes Enter Component Id Prompt Message Name Apply : SST : This is for your information : FULL Name This includes the prompt and the message name 6.

it takes you to the tag Version 1.0 Page 29 . When you click on the Link.Training Document OA – Personalizations Enter Component Id Destination URL Apply : Link : Give the url The link item style creates an HTML link tag.

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Training Document OA – Personalizations 6. Enter Component Id Destination URL Apply : MessStyledText : This is your personal information Version 1.8 Create Message Styled Text A text field that can be updated and have a default value.0 Page 31 .

Enter Component Id Prompt Apply : Hobbies : Hobbies Enables a free field to enter the information Version 1.Training Document OA – Personalizations 6.9 Message Text Input The Message Text Input item style is a Text Input field.0 Page 32 .

Training Document OA – Personalizations 6. Enter Component Id Prompt Text Apply : Raw Text : Please enter your hobbies : Enter your hobbies Version 1.10 Create Raw Text The raw text style allows you to enter HTML tags to display text in bold.0 Page 33 .

Version 1.Training Document OA – Personalizations 7 Reorder You can reorder the items either for a particular region or at the page level at different levels.0 Page 34 .

Functional Administrator Responsibilty Functions: You can use this responsibility incase if you come across any errors while doing the personalizations.Training Document OA – Personalizations 8. Using this responsibility you can either deactivate or delete personalizations Select the Document Name of the particular page where you are getting an error and go to Go to Functional Administrator Responsibility -> Select Personalizations Tab In Application : Select Human Resources from the List of Values And in the Document Path give the document name of the particular page where you are getting an error Version 1.0 Page 35 .

Version 1.Training Document OA – Personalizations Click on Manage Personalizations and it takes you to that particular page where you have done the personalizations Shows you the levels where you have done the personalizations. So either delete or deactivate and retest the same.0 Page 36 .

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