OAF Customizations Example PDF

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.

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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
Forms Personalization
How It Works
Examples 1 - 5
OA Framework Personalization Examples
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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Comparison of Personalization Tools

Feature/Requirement
Skill set required
Survives patching/upgrades
Speed up data entry
~Hide fields and other objects
~Change order of fields
~Set default values
Call other forms/functions from
toolbar
Add buttons to call other
forms/functions
Improve security
~Make fields required
Adaptability
~Change prompts/labels
Adaptability
~Change list of values
Add items (Buttons, Fields, Tips,
etc)
Professional Forms
Superuser w/sql skills or
developer
Yes most of the time
Yes
OAF Forms
Functional superuser
Yes
No
No
Yes
Yes
Yes
Yes
Yes
Yes - with some limitations
Not with personalization;

Requires J-Dev extension
Yes
No
Yes most of the time

Yes
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
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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 Oracleconflicts 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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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
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Buttons
Buttons are enabled/disabled based on type of action
and object
Displays form field

property using SPEL
(Simplest Possible
Expression Language)
Inserts a value from any

form field in block.field
format into the Value field
Validate Value entry;

If sql will run sql
statement
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Attempts
to execute
action
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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
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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
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Example 3 Warn user if closing period with

records in interface table or lockbox
Receivables Control Accounting Open/Close
Periods
Interface
Rule
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Interface Rule Actions Warning Message
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Lockbox
Rule
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Lockbox Actions Warning Message
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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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Example 4 Warning if duplicate invoice # for

the same supplier in another OU
Actions - Warn
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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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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
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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
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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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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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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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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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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
Application now at top of
page
Complete View
Expand All
Focus
<ctrl> F
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OA Framework Examples
1. Enable Record History in some pages
2. About this record for Suppliers
When enabling record history doesnt 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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Example 1 Enable Record History

Click the personalize page link for an OAF form
In this example, Tax Manager Tax Configuration
Click on the
Select a country to query tax regimes
Personalize Page
link
Click the Personalize Page link
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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
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Set Record
History
Enabled to
true and
click Apply
Click Return
to Application
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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
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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
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Use <ctrl> F to find Key Payment Setups
Click the Create Item icon
Use Simple View

Then, click the Create
Item icon
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Create a new
column for
Created By and
click the Apply
button
Enter the ID
and leave
other fields as
defaulted
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Click create item for
the CreatedBy
Column just created
Click the Create

Item icon
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Create a message
styled text items

with View Attribute
"CreatedUserName
" and view instance
"SitesVO
Record History
View Attributes :
CreatedUserName
LastUpdateDate
LastUpdatdBy
CreationDate
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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
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Enter an ID and
Prompt and click

apply
Return to Application
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The Created By column is now available
Reminder repeat steps for additional record history
fields
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Example 3 Restrict Field Length

Restrict Customer name to 50 characters
In the Customer form, click the Create button

Page link
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<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
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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
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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
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Displayed
Find the Advanced Table for Purchase Order Headers
Click the pencil to edit
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Displayed
Update Records Displayed to the desired number,
click Apply and then Return to Application
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Displayed
Form now shows 20 records at a time
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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
Click
Create
name
Enter your sql query
with :1 as your bind
variable
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
created
Then click View in

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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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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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
My Oracle Support Document 1292611.1
include the seeded

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')
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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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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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Questions & Answers

Thank You!
Susan Behn
susan.behn@infosemantics.com
www.infosemantics.com
People First. Driving Solutions Together
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Ten More Forms and OAF Personalization

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

About the Speaker

on the Release 12 World.

public vision instances

tools provided by Oracle

Comparison of Personalization Tools

Yes - with some limitations

Not with personalization;

Yes most of the time

Forms 10g Personalizations

Setup to access Personalizations Profile

menu entry profile option

provides too much

RBAC create grant

for permission set

Grant for Operations (Pat Stock) to access

Setup Profile Options

Accessing Forms Personalization

Custom Code Show Custom Events

Standard Trigger Events

Standard Trigger Events

Tip: For initial

Type property, message, built-in, menu

Displays form field

Inserts a value from any

Validate Value entry;

Professional Forms Examples

close period if records exist in interface table or

Example 1 Export Hidden Canvas

Example 1 Export Hidden Canvas

WebHTML and other tabs

Example 1 Export Hidden Canvas

personalization at the WHEN-NEW-FORM-INSTANCE

Example 1 Export Hidden Canvas

Action type = Property

Example 1 Export Hidden Canvas

Example 2 Do not end date users with

Example 2 Do not end date users with

Example 2 Do not end date users with

Example 3 Warn user if closing period with

Example 3 Warn user if closing period with

Example 3 Warn user if closing period with

Example 3 Warn user if closing period with

Example 4 Warning if duplicate invoice # for

Example 4 Warning if duplicate invoice # for

Example 5 Set default payment type to

in practice, this would be set for a specific responsibility

Example 5 Set default payment type to

Example 5 Set default payment type to

Example 5 Set default payment type to

user from changing the value

Example 5 Set default payment type to

prevent the user from changing the value

Previous Form Personalization Examples

R12.1 Collaborate 2012

3. Create a menu item to call a builtin to call another form

Previous Form Personalization Examples

with Forms and OA Framework Personalizations

and choose Tools Validate All

Query for Forms Personalizations

Migration - Forms Personalizations