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Susan Behn
Customization Reductionwith Forms and OA Framework Personalizations
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Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.
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Agenda
WhyWhyWhyWhy
Business Benefit WhatWhatWhatWhat
Overview of Personalization Tools
HowHowHowHowForms Personalization Examples
OA Framework Personalization Examples
Migration to other instances References
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Business Benefit $aves Money!
Implement security policies
LessDevelopment
Time
ReduceAudit Costs
ReduceProcessing
Time
Adapt terminology to yourbusiness without coding
Attach extensions seamless processing power
Speed up data entry move or eliminate fields
Add validations reduced error correction
ReduceUpgrade Costs
ReduceTraining Time
Declarative Menu Driven ToolsBusiness User Friendly
Survives patching
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Overview
Personalizations declaratively alter behaviorbehaviorbehaviorbehavior or
appearanceappearanceappearanceappearance using tools provided by Oracle Personalization Tools
Forms personalizations
Professional Forms 6ior 10gOA Framework Personalizations
CUSTOM.pll
Programmatic tool prior to 11.5.10
Professional forms only
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Overview Forms Personalization
Requires superuser with some sql skills
Survive patching and upgrades Includes post patch/upgrade validation process
Most changes traditionally done using CUSTOM.pll
can be accomplished using Forms Personalization Effective immediately no coding, no compiling
Forms Personalizations fire prior to CUSTOM.pll for
the same event
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Overview Forms PersonalizationsWhat you can do?
Speed up data entry and processing
Hide fields, tabs Change order of fields
Set default values
Call other forms or web address from tool bar
Execute processes from tool bar
Improve security and audit controls Make fields required
Restrict insert or update
Adapt to your business rules/self training Change prompts and labels
Alter List of Values (LOVs)
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Overview OA FrameworkPersonalizations
OA Framework Personalization is for self-service
applications Introduced with 11.5.9
Apply Patch 3323690
Standard with 11.5.10 and Release 12 Requires functional superuser
Minimal technical expertise required
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Overview OA Framework Personalizations
What you can do?
Speed up data entry and processing
Reorder Columns Hide Columns
Set Initial Values
Improve security and audit controls
Remove Buttons Change Field Attributes make fields required
Adapt to your business rules/self training Change Page and Section Headers
Change Field and Column Names Change Button Names
Add Items (Buttons, Fields, Tips and more)
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Forms 6iand10gPersonalizationsSetup and Use
ExamplesTips
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Setup Profile Options FormPersonalizations
Hide Diagnostics menu entry
Set to No to see the menu Utilities: Diagnostics
Set to No to require apps password
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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 Condition Tab
Trigger event determines when the rule fires Use standard trigger events (next slide)
Use specific events unique to the form (With Caution)(With Caution)(With Caution)(With Caution) Find additional events using HelpDiagnosticsCustom CodeShow Custom Events
Trigger object depends on trigger event
WHEN-NEW-BLOCK-INSTANCE requires block name
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Forms Personalization
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-INSTANCEDefault values
WHEN-NEW-ITEM-INSTANCE
Message rulesDefault values dependent on entry of another item
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Forms Personalization
Standard Trigger Events
WHEN-VALIDATE-RECORD
Populate hidden fieldsAdditional validations
SPECIALn
Populate tools menu (SPECIAL 1-15)Populate reports menu (SPECIAL 16-30)
Populate actions menu (SPECIAL 31-45)
MENUnPopulate tools menu (MENU1-15)
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Forms Personalization Condition Tab
Condition
Optional SQL code fragment to limit scope of ruleUse bind variables (:block.field)
Evaluates to true or false use for complex validation
Processing ModeHow rule behaves in query mode vs entry mode
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Forms Personalization Context
Who does this rule apply to?
SiteResponsibility
User Use this for testingrules
Industry (For future use) Tip: For initialdevelopment, setcontext to your user id
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Forms Personalization
Property Actions
Sequence non unique (1 100)
Type property, message, built-in, menu Description (Optional)
Language use to change prompts for language
Prompts changedepending onaction type
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Example #1 Display Message
What
GL Journal Entry Remind users to change theperiod name the first 20 days of the fiscal year
Why
During year end close, the final period is open longerresulting in mistakes
Save time and money by reducing errors
Reduce time for training through use of automatedmessages
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Example #1 Display Message
How
Message appearsFeb 1 Feb 20 every year
Condition is checked when the user accesses
the journal name field
Enter
header
details
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Example #1 Display Message
Message Types Show Informational Message Hint Appear on status bar Error Requires user response raises form_trigger_failure
Debug Only displays if debug mode is set to Show DebugMessages Warn Informational message with caution symbol raises
form_trigger_failure
Action type= message
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Example #1 Display Message
Result
Click OK tocontinue
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Example #2 Data Access Restrictions
What
Restrict users from entering or retrieving their owninvoice
Why
Audit controlTheft prevention
How
Requires minimal SQL skills
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Example #2 Data Access Restrictions
Enter header and condition tab details
WHEN-NEW-BLOCK-INSTANCE for the invoice blockcontrols access at the invoice level.
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Example #2 Data Access Restrictions
Change the default where clause to prevent retrieval
of employee invoices based on user id
vendor_id NOT IN(SELECT vendor_id
FROM po_vendors pv ,
fnd_user fusr
WHERE fusr.user_id = fnd_profile.value('USER_ID')AND fusr.employee_id = pv.employee_id )
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Example #3 Menu Entries
What
Create a menu item to display the invoice id Why
Access to invoice id makes workflow and invoice
approval troubleshooting faster
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Example #3 Menu Entries
How
Step 1 establish the menu entry Trigger Event = WHEN-NEW-FORM-INSTANCE
Use WHEN-NEW-FORM-INSTANCE for visual changes
Such as establishing menu entries
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Example #3 Menu Entries
Menu action type only displays the menu
TIP: Use the addblock button tochoose blockswhere this menuwill be enabled or
leave null for allblocks
Note MenuEntry # forstep 2
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Example #3 Menu Entries
Step 2 create the action for the menu entry
Trigger Event = MENU# chosen in step 1
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Example #3 Menu Entries
Result
Choose
menu item
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Another Example Menu Entries
What
Create invoice tax distributions for use tax for invoices wheresales tax was not charged
Why
Less manual processing saves money
Reduces data entry time Eliminates calculation errors
How
Create a PL/SQL procedure which uses Oracle standard APIs to
calculate and create distributions Call procedure from menu item with Execute a ProcedureBuiltin
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Example #4 Masking Data
What
Mask the tax id (11i) Supplier form has moved to OA Framework in R12
Why
Compliance Secure sensitive data
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Example #4 Masking Data
How
Change form appearance at WHEN-NEW-FORM-INSTANCE trigger
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Example #4 Masking Data
CONCEAL_DATA = TRUE - replaces data with *
DISPLAYED = FALSE hides field completely
Use Select ByText button tofind correctobject by prompt
Dont need toknow object
name
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Example #4 Masking Data
Result
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Example #5 Changing LOVs
What
Remove Taxpayer ID from List of Values (LOVs) forfind window
Why
Compliance
Secure Sensitive Data
Adapt to business/Reduce training time
Limit LOVs to only display data applicable to business
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Example #5 Changing LOVs
Taxpayer ID is also on LOVs for find window
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Example #5 Changing LOVs
HOW Use Create a new record group Builtin
Builtin
available in11i RUP4or later
Must have thesame number of
fields as existing
Record group
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Example #5 Changing LOVs
Assign the new record group to the LOV used forSupplier name
Record groupcreated inprevious slide
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Example #5 Changing LOVs
Result
Additional steps
Mask the tax id on the find window
Replace the tax id with the end date for the suppliernumber LOV
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Forms Personalization Other Process
Improvement Features
Utilize the following Builtins to improve process flows
Launch SRS Form runs concurrent request
Launch a Function call another form
Launch a URL call any web page
DO_KEY
DO_KEY(NEXT_BLOCK) will force query execution for find window GO_ITEM, GO_BLOCK change navigation
Use to prevent update to a field where navigation is needed topopulate
EXECUTE_TRIGGER
Execute form trigger, not database trigger
Use after setting default values to ensure internal code executes
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Forms Personalization Tips
Exit and re-open the form to see personalization
changes Use debug messages before and after events
Apply Now button - see the results
Does not always work if dependant on the results ofanother action
Turn custom code off - Help DiagnosticsCustom Code Off
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OA Framework PersonalizationsSetup and Use
Examples 6 - 10
S t P fil O ti OA
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Setup Profile Options OA
Framework Personalizations
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 (new in 11.5.10) Required to migrate personalizations
Set this profile option to a tmp directory with open (777) permissions
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OA Framework Personalizations
PersonalizeSelf-ServiceDefn = Yes
FND: PersonalizationRegion Link Enabled
= Yes
FND: Diagnostics =Yes
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OA Framework Examples
Remove a button
Change prompts Hide/reorder columns in a table
Set initial values
Display a field
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Example #6 Remove a button
How Click Personalize Page button
Start withPersonalizePage
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Example #6 Remove a button
Biggest challenge finding the item to personalize
Simple View
Complete View
Expand All
F
Collapse All
Focus
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Example #6 Remove a button
My favorite expand all and use F
Click pencil toedit
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Example #6 Remove a button
Set rendered = false and click Apply button
Options for
personalizationchange based onobject type
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Example #6 Remove a button results
Click the Return to Application button
Button is gone
Showncolumn is nownull since rendered =
false
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Personalization Levels / Inheritance
Personalizations at lower levels overridepersonalizations at higher levels
Values inherit the definition from the levelimmediately above unless changed
Order of precedence from highest to lowest:
Function
Site
Operating Unit
Responsibility
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Example #7 Change Prompts
What
Change Id to Notification Id Why
Clarify description of field
Eliminate confusion
Less training
Tip: Changing prompts to your own business terminology
speeds up training of new employees and reduces error rates!
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Example #7 Change Prompts
How
Click the Personalize Page button and find the Idusing F
E l #7 Ch P t
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Example #7 Change Prompts
How - Click the pencil
Click pencil to
edit
E l #7 Ch P t
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Example #7 Change Prompts
How Change the prompt at the site level
Site LevelPersonalization
E l #7 Ch P t
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Example #7 Change Prompts
Result prompt changed
Example #8 Hide/Reorder
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Example #8 Hide/Reorder
Columns in a table
WhatHide the Duplicate column to prevent users from
duplicating expense reportsReorder columns
Why
Hastily duplicating expense reports increased errorrates
For the procurement card usage of iExpenses, thisfunctionality did not apply
Reorder columns to match desired data entry flow forfaster entry
Example #8 Hide/Reorder
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Example #8 Hide/Reorder
Columns in a table
How
Click the Personalize Page button
Use strategies on next slide to find the Duplicatecolumn
Example #8 Hide/Reorder
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Example #8 Hide/Reorder
Columns in a table
The button to duplicate is called a Switcher
Switchers allow users to switch to another function
Finding tip
Look for other columns in the table if searching for acommon word
Report Total
Purpose
Click pencil
to edit
Example #8 Hide/Reorder
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p
Columns in a table
Set Rendered= false
Duplicatecolumn is gone
Example #8 Hide/Reorder
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p
Columns in a table
Find the table to reorder table columns
Turn on region links to find tables easier
Click the reordericon at the tablelevel
Example #8 Hide/Reorder
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Columns in a table
Check personalization level
Use arrows to move fields up or down
Example #9 Set Initial Values
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Example #9 Set Initial Values
What
Set the initial value for the Purpose at theResponsibility level as follows:
Expense report responsibilities
Purpose = Internet Expenses
Procurement card responsibilities Purpose = Procurement card
Why
Save time
Streamline data entry
Example #9 Set Initial Values
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Example #9 Set Initial Values
How
In the appropriate responsibility, click the PersonalizePage button
Example #9 Set Initial Values
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Example #9 Set Initial Values
Set the initial value based on the responsibility
Example #10 Add Item
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Example #10 Add Item
What
Add Tips to provide additional instructions
Add a tip to direct users to the corporate receivingtraining application
Why
Make new users self sufficient
Reduce training costs
Reduce errors
Example #10 Add Item
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p
How First create the text for the Tip through theFunctional Administrator responsibility
Example #10 Add Item
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p
Go to the receiving page where the tip is to beadded and click Personalize Page
Example #10 Add Item
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p
Find the item for tips and click the create item button
Click to create newitems such as
buttons, text,messages, tips, raw
text
Example #10 Add Item
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p
Enter the itemstyle, id, Text
to identify thetip and themessage
name for themessagecreated
Example #10 Add Item
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New tip is added
Customizations and Personalizations
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Customizations or Personalizations, whether they areprotected or non protected, allow you to
fundamentally change the behavior of theapplication.
This could interfere with intended functionality.
Use with caution!
TEST! TEST! TEST! TEST! TEST!
WARNING
Customizations and Personalizations
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THEN TEST IT AGAIN!THEN TEST IT AGAIN!
***BUT NOT IN PRODUCTIONBUT NOT IN PRODUCTION**
Migration to Other Instances
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Forms Personalizations
Download for a specific form:
FNDLOAD / 0 Y DOWNLOAD
$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES form_name=
Download all personalizations
FNDLOAD / 0 Y DOWNLOAD
$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES
Upload FNDLOAD / 0 Y UPLOAD
$FND_TOP/patch/115/import/affrmcus.lct
Migration to Other InstancesOA Framework Personalizations
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Migrate OA Framework Personalizations from theFunctional Administrator Responsibility Export to directory defined in FND: Personalization Document
Root Path FTP to target instance Import from Document Root Path directory
Summary
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Personalizations reduce customizations
Personalizations are easy to implement
Personalizations can save you money
Less customizations result in lower maintenance costand lower patching/upgrade costs
Increase compliance reducing audit cost
Speed up data entry
Decrease error rates
Reduce training costs
Make users self sufficient
References
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Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.
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http://www.solutionbeacon.com/ind_pres2008.htm - Lookfor more personalization presentations/white papers
Oracle Application Framework Personalization Guide
Oracle Applications User Interface Standards for Forms-Based Products
Oracle Applications Developers Guide Oracle Applications System Administrators Guide
Oracle Applications User Guide
MetaLink note 279034.1 Forms Personalization
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Got Oracle?Got Oracle?Available at
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Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.
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Get the Books!Get the Books!
The Release 12 Primer Shining a Light on the
Release 12 World
Installing, Upgrading andMaintaining Oracle E-
Business Suite Applications
11.5.10.2+ The ABCs of Workflow forOracle E-Business Suite
Release 11i and Release 12
www.solutionbeacon.com
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