Post on 17-Nov-2021
CertifiedPartner
GoldPartner
OAF Personalizations - Quick Innovation Wins
October, 2020
Susan Behn
CertifiedPartner
GoldPartner
2
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
About the Speaker – Susan Behn
■ Oracle ACE Director
■ Over 28 years E-Business Suite development and support
■ Member-Oracle Proactive Support Customer Advisory Board
■ Member – EBS ATG Customer Advisory Board
■ Chair-Oracle E-Business Suite User Management SIG
■ Webmaster-Texas-Louisiana Oracle User Group TLOAUG
■ Treasurer – Dallas Oracle Users Group – DOUG
■ Board Member – Customizations and Extensions SIG
■ 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
CertifiedPartner
GoldPartner
3
Copyright © 2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
About Infosemantics
■ Established in 2001
■ People First
■ Global Reach – Offices in US (DFW, LA, Chicago), Singapore, Philippines, and India
■ Broad base of Commercial, Federal and Public Sector clients
■ www.infosemantics.com
CertifiedPartner
GoldPartner
4
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Agenda
■ Personalizations Overview■ Profile Options■ Examples
■ Change the font/color of a field■ Enable DFFs■ Change the number of rows displayed per page■ Change the sorting for a table■ Make a field read only■ Export button – Classic personalization and Workbench personalization example■ Make a field required■ Receivables Account Analysis – add fields, re-sort, export■ Model Personalization – add an adhoc query and table to a page■ Rich table interactions
■ Undo and Copy Personalizations■ Migration Between Instances■ References
CertifiedPartner
GoldPartner
5
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
CertifiedPartner
GoldPartner
6
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
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
■ FND: Enable Personalization Workbench 12.2.7+■ Yes – Navigates to the personalization workbench
▸ If set to yes, ignores Personalization Region Link Enabled
■ No – Navigates to the classic page hierarchy
■ Disable Self-Service Personal■ Yes will disable all personalizations at any level
■ FND: Diagnostics■ Turns on ‘About this Page’ and ‘Inspect MDS Contents” buttons
▸ Inspect MDS Contents shows Rich Table Interaction personalizations
CertifiedPartner
GoldPartner
7
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
■ FND: Personalization Document Root Path
■ Required to migrate personalizations
■ Set this profile option to a tmp directory with open (777) permissions
■ FND: OA:Enable Defaults
■ Set to Y or N at the site or responsibility level
■ Determines whether default values specified in personalizations are applied to your pages
▸ Also see references for issues with default values
■ FND: Enable Touch Gestures
■ Set to true to enable gestures
CertifiedPartner
GoldPartner
8
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
■ FND: Enable Rich Table Interactions
■ Set to Yes to allow users to dynamically resize tables and change column order using mouse
■ Oracle Applications Look and Feel profile option should be null (default)
■ Not set (null), implies the standard for the release
CertifiedPartner
GoldPartner
9
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
■ TIP – Change profile options in Functional Administrator → Core Services →Profiles for better performance ■ Sometimes changing profiles through System Administration requires clearing
cache▸ This is not consistent
CertifiedPartner
GoldPartner
10
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
■ When you need to clear cache
■ (Sometimes when changing profiles through System Administration)
■ Go to Functional Administrator – Core Services → Caching Framework
■ Click the “Clear All Cache” button
CertifiedPartner
GoldPartner
11
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Finding Object to Personalize
■ Biggest challenge – finding the item to personalize
■ Search
■ Complete View
■ Expand All
■ Focus
■ <ctrl> F
R12.2 – Return to
Application now at
top and bottom of
the page
CertifiedPartner
GoldPartner
12
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change Field Fonts and Colors
CertifiedPartner
GoldPartner
13
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change the font/color of a field
■ You can change fonts/colors by changing the CSS Class property
■ In this example, we will highlight the Invoice Amount Limit Field
■ Click on settings → Personalize Page
CertifiedPartner
GoldPartner
14
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change the font/color of a field
■ Find the row in the personalization structure and click the pencil to edit
CertifiedPartner
GoldPartner
15
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change the font/color of a field
■ Change the CSS Class property to RGB21 at the desired level (site, organization or responsibility), then click Apply
■ Back on the personalization context page, click “Return to Application”
CertifiedPartner
GoldPartner
16
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change the font/color of a field
■ Now the field is highlighted in yellow
CertifiedPartner
GoldPartner
17
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
How to Find CSS Style Samples
■ System Administration → OA Framework Utilities → FWK CSS Style Lookup
■ Choose an item style and a Style Type to see a specific sample or “All Styles” to browse the options
CertifiedPartner
GoldPartner
18
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Display a DFF
CertifiedPartner
GoldPartner
19
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
■ Buyers work center → Distributions
■ Needed DFF enabled
■ Click Settings → Personalize Page
````
We want the
DFF to be
enabled in
this table!
CertifiedPartner
GoldPartner
20
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
■ Click Complete View, then Expand All
■ Find the Advanced Table for the Purchase Order Distributions and click the Create Item Icon
CertifiedPartner
GoldPartner
21
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
■ Make sure item Style is “Column” and provide your own ID
■ Leave the default values for all other fields and click apply
■ On the personalization structure page, choose the “Create Item” icon for the column just created
CertifiedPartner
GoldPartner
22
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
■ Choose “Flex” as the Item Style.
■ Then complete the following fields
■ ID
■ Appl Short Name
■ Display Context Field
■ Name
■ Segment List
■ View Instance
CertifiedPartner
GoldPartner
23
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
■ The DFF is now visable
CertifiedPartner
GoldPartner
24
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change Number of Rows Displayed
CertifiedPartner
GoldPartner
25
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Change Number of Rows Displayed
■ In many forms, you may want to display more than the default 10 rows –Purchase orders in this example
■ In earlier versions, this is a link in the header
Click on the Personalize
Page link
CertifiedPartner
GoldPartner
26
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Change Number of Rows Displayed
■ Find the Advanced Table for Purchase Order Headers
Click the pencil to
edit
CertifiedPartner
GoldPartner
27
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Change Number of Rows Displayed
■ Update “Records Displayed” with the desired number, click “Apply” and then “Return to Application”
CertifiedPartner
GoldPartner
28
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Change Number of Rows Displayed
■ Form now shows 20 records at a time
CertifiedPartner
GoldPartner
29
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Change Number of Rows Displayed
■ Sometimes number of rows displayed is controlled in preferences rather than a personalization (i.e. Requisitions, OTL)
■ Check here before personalizing
CertifiedPartner
GoldPartner
30
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Number of Rows Displayed – Vertical scroll in 12.2.5
■ Starting in R12.2.5, you can set the number of rows higher with the new vertical scroll bar
CertifiedPartner
GoldPartner
31
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change Sort Order
CertifiedPartner
GoldPartner
32
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change Sort Order 12.1+
■ Click the gear icon and then choose personalize page
CertifiedPartner
GoldPartner
33
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change Sort Order 12.1+
■ Choose “Table” as the style and click the pencil to personalize
CertifiedPartner
GoldPartner
34
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change Sort Order 12.1+
■ Scroll down to the Query property and click the icon at the applicable level
CertifiedPartner
GoldPartner
35
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change Sort Order 12.1+
■ The default sort is descending creation date
■ Use the drop down fields to modify as needed
CertifiedPartner
GoldPartner
36
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Read-Only Fields
CertifiedPartner
GoldPartner
37
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Read-Only
■ This requirement is to make the “Ship Via” field read-only for a specific responsibility
■ Click the button to personalize the page and find the field in the personalization structure, then click the pencil
CertifiedPartner
GoldPartner
38
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Read-Only
■ Set the Read Only property to True at the responsibility Level
CertifiedPartner
GoldPartner
39
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Read-Only
■ Now you can see the field is not enterable or updateable
CertifiedPartner
GoldPartner
40
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Create an Export Button
CertifiedPartner
GoldPartner
41
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
■ Create an export button to get a complete list of AME transaction Types
■ Refer to the Oracle BLAF UI Guideline: Export/Import Page Templates [OTN version] for the placement of the Export button
■ Go to the page where you want to add an export button and click “personalize page”
4
1
CertifiedPartner
GoldPartner
42
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
■ Click the “Create Item” icon for the Transaction Type Header
CertifiedPartner
GoldPartner
43
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
■ Choose Item Style “Export Button”
■ Make sure Export All Rows is true
■ The data in the Text field will appear in the button
■ Set the View Instance name to the view object associated with the region
■ See About This Page
CertifiedPartner
GoldPartner
44
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
■ Clicking the new “Export Transaction Types” button will export data to a .csv file
CertifiedPartner
GoldPartner
45
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Personalization Workbench
■ The personalization workbench can be used to create the following personalizations
■ Change region header icon
■ Reorder regions
■ Reorder items within a region
■ Rename headers and item labels
■ Mark required fields of non-mandatory items
■ Alter the CSS on an item
■ Specify a default value
■ Define tips (inline and usage help)
■ Add new items
■ Create a new flexfield in a region
CertifiedPartner
GoldPartner
46
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Personalization Workbench
■ If you prefer to use the classic view, click the “Classic Personalization” button or set the profile option FND: Enable Personalization Workbench to no
■ Click the window for the level
▸ Site, Function, Responsibility or Organization
▸ Highlight the item to personalize■ The personalization structure for that item appears on the right
CertifiedPartner
GoldPartner
47
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Personalization Workbench
■ New user interface for personalizations
■ Drag and drop component needed to the location it should land
Double click export
button, then drag
and drop to
location
Click and hold export button,
then drag and drop to location
below table.
CertifiedPartner
GoldPartner
48
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Personalization Workbench
■ After dropping the component in the correct location, the properties page will pop up.
■ Enter ID, Text, View Instance
■ Set Export all Rows to True
■ Set Rendered to SPEL
■ Return to the application and the button will appear
CertifiedPartner
GoldPartner
49
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Personalization Workbench 12.2.9
■ In 12.2.9 the component and properties palettes are moved to the left
CertifiedPartner
GoldPartner
50
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Personalization Workbench 12.2.9
■ The accordion features allows the user to expand the properties or components palette using arrows
■ Components are displayed as icons
CertifiedPartner
GoldPartner
51
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Personalization Workbench 12.2.9
■ Rich table interaction allows the user to hide or resize the left panel
CertifiedPartner
GoldPartner
52
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required
CertifiedPartner
GoldPartner
53
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required
■ Requirement is to make the terms field required at the site level
CertifiedPartner
GoldPartner
54
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required – Classic Personalization
■ Click Settings → Personalize Page
■ Find the Message LOV Input for Terms and click the pencil to edit
■ Set Required to Yes at the site level
■ Click the Apply button and then the Return to Application button
CertifiedPartner
GoldPartner
55
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required – Personalization Workbench
■ Click Settings → Personalize Page
■ Click on the field at the level you want to personalize – The responsibility level in this example
■ You can see Required is currently set to No
CertifiedPartner
GoldPartner
56
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required – Personalization Workbench
■ Set required to yes
■ Click the Save button
CertifiedPartner
GoldPartner
57
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required
■ This is the form after the personalization
■ The asterisk next to the terms field indicates this field is now required
CertifiedPartner
GoldPartner
58
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Account Analysis – Add Fields to View
CertifiedPartner
GoldPartner
59
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Receivables Account Analysis
■ Account analysis screen in Receivables
■ Receivables→Inquiry→Subledger Accounting→Journal Entry Lines
Don’t need
Supplier name in
Receivables
CertifiedPartner
GoldPartner
60
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Receivables Account Analysis
■ Click the gear and chose “Personalize Page”
■ Search for the Style = “Table”, then click the icon to View in Hierarchy
View in
Hierarchy
CertifiedPartner
GoldPartner
61
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Receivables Account Analysis
■ Then click the arrow to expand the table
■ This is a partial view of fields available in the table
■ Click the pencil and set rendered to true or false as needed
CertifiedPartner
GoldPartner
62
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Receivables Account Analysis
■ The following changes were made at the Responsibility Level
■ Removed Supplier Name
■ Added Customer Site Name
CertifiedPartner
GoldPartner
63
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Payables Account Analysis
■ 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
CertifiedPartner
GoldPartner
64
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Payables Account Analysis
■ Follow the same process to display supplier name and transaction number
CertifiedPartner
GoldPartner
65
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a Table using Ad-Hoc Query
CertifiedPartner
GoldPartner
66
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ User Management → Roles
■ You can go to Security Reports to run a report of users with specific roles, but it would be convenient to see it on this page
■ This requires a Model Personalization
■ Before starting the personalization, let’s gather some details from About this Page
■ Query a Role and click the Pencil to edit
CertifiedPartner
GoldPartner
67
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Click the about this page link
■ Gather the information needed as shown on the next slide
■ Then click Settings → Personalize Page
CertifiedPartner
GoldPartner
68
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ This is the page definition from the about this page link
■ Click the Expand All link
■ See the View Objects that are shown in blue indicating they are hyperlinks
■ We will need to use the name later in the personalization in a SPEL format which is ${oa.WfRolesEOVO1.Name}
CertifiedPartner
GoldPartner
69
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ In the personalization structure, click the Model Personalization Button
■ Then click the Create Button
CertifiedPartner
GoldPartner
70
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Create the Dynamic View Object as shown here ■ SQL Query - See the
PPT notes for the query
■ Bind Variable comes from the About this Page Link▸ ${oa.WfRolesEOVO1.Na
me}
■ Note the names of the view attributes which will be used later to populate the columns in a table with this data
■ Click apply
Bind parameters will
be requested based
on query
Attributes come
from query
CertifiedPartner
GoldPartner
71
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Click the Return to Personalize Page link
CertifiedPartner
GoldPartner
72
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ At this point, I strongly recommending returning to the application to check for errors before completing the rest of the personalization
■ If your model personalization is correct, the page should appear normal
■ If you get an error similar to the error here, this issue needs to be resolved before moving forward
CertifiedPartner
GoldPartner
73
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ If your model personalization does not generate an error, click on settings → Personalize Page again
■ Back in the personalization structure, click the Complete View Radio button, then click the Create Item icon for the page
CertifiedPartner
GoldPartner
74
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Create a table to hold the 4 fields selected in the adhoc query created
■ Select the Advanced Table Item Style
■ Enter the ID, Text and View Instance created earlier
■ Click ApplyThis is a view of the
attributes near the top of
the page
This is a view of the
attributes near the
bottom of the page
CertifiedPartner
GoldPartner
75
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Back in the personalization structure, search for the Advanced Tables
■ Click the View in Hierarchy Icon
■ Click the create item icon on the table to create the fields for the columns
CertifiedPartner
GoldPartner
76
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Only enter the ID field
■ Click apply to save each column
CertifiedPartner
GoldPartner
77
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Back in the personalization structure, you can see all the columns have now been created for the advanced table
■ The next step is to create headings for each column
■ Click the create item icon on the column header
CertifiedPartner
GoldPartner
78
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Choose the sortable header Item Style and then enter only the id and the prompt
■ If you want it sortable, scroll down and set Sort Allowed to “yes”
CertifiedPartner
GoldPartner
79
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ The next step is to populate each column with data
■ Click the create item icon to create the message styled text to populate each column
CertifiedPartner
GoldPartner
80
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Now Create the Message Styled Text for Each Column
■ Chose Message Styled Texted as the Item Style and enter the ID, View Attribute and View Instance details from your adhoc query
■ If you want it sortable, scroll down and set Sort Allowed to “yes”
CertifiedPartner
GoldPartner
81
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ These are the final two message styled text items
CertifiedPartner
GoldPartner
82
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Final Personalization Structure View
■ Click on the Return to Application button
■ TIP – Remember, if you want any of your columns to be sortable, set the Sort Allowed property to “yes” for both the Sortable Header and Message Styled Text
CertifiedPartner
GoldPartner
83
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
■ Final Personalized form with table shown
■ Click the detach table icon to pop out the table
CertifiedPartner
GoldPartner
84
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Finding SQL for Model Personalizations
■ Go to the Security report table and run a list of users report for a specific role
■ Choose the option to generate offline
■ Click Go
■ Click the details icon
CertifiedPartner
GoldPartner
85
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Finding SQL for Model Personalizations
■ Click the View Log button which will show the sql
This is a partial view of
the log. You can cut
and paste the sql from
here
CertifiedPartner
GoldPartner
86
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Enable Record History
CertifiedPartner
GoldPartner
87
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Enable Record History
■ 12.0.6+ Set FND: Record History Enabled to Yes to enable record history for a Header, Table or Advanced Table region
■ Customer table without history enabled
■ Customer table with history enabled
CertifiedPartner
GoldPartner
88
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Enable Record History
■ If the profile option has no impact, try a personalization
■ Click the personalize page link for an OAF form
■ In this example, Tax Manager → Tax Configuration
■ Select a country to query tax regimesClick on the Personalize Page
link
CertifiedPartner
GoldPartner
89
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Enable Record History
■ Select “Table” for the Style and click “Go”
Click the pencil
to edit
CertifiedPartner
GoldPartner
90
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Enable Record History
■ Set “Record History Enabled” to “true” and click “Apply”
■ Click “Return to Application”
CertifiedPartner
GoldPartner
91
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Example – Enable Record History
■ Record history column is now included
■ Clicking on this icon displays history
■ This does not yet work in every OAF form…so we’ll move on to the next example
CertifiedPartner
GoldPartner
92
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Enable Record History by Manually Creating Fields
■ If the enable record history property does not work, create the fields manually similar to modal personalization example earlier in this presentation
■ For the exact instructions, go to the OAUG Conference Paper Database at https://oaug.org/education-events■ Search for my presentations and find the presentation at Collaborate 17
Must login as OATUG member to download presentationsAlso available at www.infosemantics.com
CertifiedPartner
GoldPartner
93
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Rich Table Interactions
CertifiedPartner
GoldPartner
94
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Accessibility Features
■ To enable Hgrid Rich Interactions, make sure accessibility mode is set to none
■ Go to Settings → Preferences
CertifiedPartner
GoldPartner
95
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Rich Table Interactions Video clip
1. Move-drag and drop
2. Hide column
3. Freeze column
4. Unfreeze
5. Gear – move columns
6. Change column width
7. Reset
CertifiedPartner
GoldPartner
103
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Admin Personalization Using Functional Administrator
CertifiedPartner
GoldPartner
104
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Personalizations Using Functional Administrator →Personalization
■ Functional Administrator → Personalization → Application Catalog
■ You can query all OAF pages by Application – page names are fairly intuitive
Use <CTRL>F to find specific
pages such as all pages with
/oracle/apps/icx/por/req/webui/Re
q since no wildcards can be used
in the document path
Note application name
starts with “Oracle”
CertifiedPartner
GoldPartner
105
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Undo and Copy Personalizations
CertifiedPartner
GoldPartner
106
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Undo Personalizations
■ To undo personalizations within a browser session
Click the Manage
Levels Button
Click the undo icon for a
specific personalization
The Undo All button will undo
all personalizations created in
the browser session
CertifiedPartner
GoldPartner
107
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Undo Personalizations
■ What if you really messed up? ☺
■ You created an item, clicked “Return to Application” and get the Error Page
Click the
Personalization Tab
This is why
you want
the FND:
Diagnostics
profile
option set
to yes!Click the About Previous Page link
CertifiedPartner
GoldPartner
108
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Undo Personalizations
Click the Manage Personalization
Levels Button
Click the Undo
Icon
CertifiedPartner
GoldPartner
109
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
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
CertifiedPartner
GoldPartner
110
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Copy Personalizations
■ Click the copy icon for the personalization you want to copy
Copy the
personalizations to
change # of rows
CertifiedPartner
GoldPartner
111
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Copy Personalizations
■ Add the responsibility as needed to copy the personalizations
■ Note you can also remove responsibilities from this page
CertifiedPartner
GoldPartner
112
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Migrating PersonalizationsTips
References
CertifiedPartner
GoldPartner
113
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
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
■ To import/export using a script, see MOD Doc ID: 344204.1 (How to use XMLImporter/XMLExporter to import/export personalization) which can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=344204.1
CertifiedPartner
GoldPartner
115
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Potential issue when upgrading to 12.2.8
■ Consider deleting personalizations on the home page and re-creating after upgrade
■ Experienced this issue with 12.2.5. to 12.2.8 and 12.2.6 to 12.2.8
■ Error after login:
■ Used SQL to set “Disable Self-Service Personal” to “Yes”
■ Deleted Personalizations
■ Set “Disable Self-Service Personal” back to “No”
■ Recreated personalizations
■ This issue has been reported to Oracle Support
CertifiedPartner
GoldPartner
116
Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
References
■ Oracle Application Framework Personalization Guide■ Oracle Applications Developer’s Guide■ Oracle Applications System Administrator’s Guide■ Oracle Applications User Guide■ Oracle Support Document 1292611.1
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1292611.1■ MOS ID: 2289685.1 (Oracle Application Framework Profile Options, Release 12.2.7)
■ https://support.oracle.com/epmos/faces/DocumentDisplay?id=2289685.1
■ MOS ID: 807319.1 (Oracle E-Business Suite Release 12.1 and 12.2 Transfer of Information (TOI) Online Training) ■ https://support.oracle.com/epmos/faces/DocumentDisplay?id=807319.1
■ Previous Infosemantics Presentations on our web site■ EBS – OAF Personalization Examples – great rewards with low effort■ Even more Forms and OAF Personalization Examples-2015■ Customization Reduction with Forms and OA Framework Personalizations R11i/R12■ Ten More Forms and OAF Personalization Examples – Version 3…Updated for R12.2■ Ten New Forms and OAF Personalization Examples for R12.1
CertifiedPartner
GoldPartner
117
Copyright © 2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Questions?Comments