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REMINDER
Check in on the
COLLABORATE mobile app
Ten More Forms and OAF PersonalizationExamples - Version 3...Updated for R12.2
Prepared by:
Susan Behn
Vice President
Infosemantics, Inc.
Session ID#: 13808
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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
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Visit us at booth 933
Established in 2001 SBA 8(a) Small Business
disadvantaged company
GSA Schedule contract GS-35F-0680V
Texas State HUB vendor
For more information, checkout our web site atwww.Infosemantics.com
R12.1.3, R12.2, OBIEE publicvision instances
Posted presentations onfunctional and technical topics
GoldPartner
Copyright 2014 Infosemantics, Inc. All Rights Reserved . Any other commercial product names
herein are trademark, registered trademarks or service marks of their respective owners.
http://www.infosemantics.com/http://www.infosemantics.com/ -
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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 behavioror appearance using toolsprovided 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 Professional Forms OAF Forms
S k il l s e t r e qu i re d S u pe r us e r w / sq l s ki l ls o rdeveloper
F u n ct i o n al s u p er u s er
Survives patching/upgra des Yes most of the ti me Yes m os t o f th e t im e
S p e ed u p d a ta e n t r y
~ Hi de f ie ld s a nd o th er o bj ec ts
~ C ha n ge o r de r o f f i e ld s
~ S et d e fa u lt v al u es
Yes Yes
C a ll o t he r f o rm s/ f un c ti o ns f r omtoolbar
Yes No
A dd b u t to n s t o c a ll o t he r
forms/functions
No Yes
I mp r ov e s e cu r it y~M a ke f i e ld s r e q u i r e d
Yes Yes
Adaptability
~C h a ng e p r o mp t s/ l a be l s
Yes Yes
Adaptability
~ C ha n ge l i st o f v a lu e s
Y e s - w i t h s o me l i m it a t i on s N o t w i t h p e r so n a li z a t io n ;
R e q ui r e s J -D e v e x t en s i o nAdd items (Buttons, Fields, Tips,
etc)
No Yes
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Forms 10gPersonalizations
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Setup to access Personalizations ProfileOptions/RBAC Permission Set
Set the Hide Diagnosticsmenu entry profile option toNo 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 FNDDiagnosticsPersonalizations Menu
for specific users 8
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Grant for Operations (Pat Stock) to accessPersonalizations 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-deliveredpersonalizations
User created personalizations will be harder to track
AP Invoice examples of Oracledelivered personalizations
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Accessing Forms Personalization
Access the form or function needing personalization Help Diagnostics Custom Code Personalize
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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 HelpDiagnosticsCustom CodeShow 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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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 onaction type
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Buttons
Buttons are enabled/disabled based on type of action andobject
Validate Value entry; If
sql will run sql
statement
Attempts to
execute
action
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
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Professional Forms Examples
1. Export Hidden Canvases2. Security User Define
Warning if attempting to end date users with active expensereports
3. AR Open/Close Periods Warning if user tries to close
period if records exist in interface table or lockbox4. AP Invoices Check for duplicate invoice number for the
same supplier in another operating unit
5. AP Payments Set default payment type to manual andprevent 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 AdministratorApplication Function
Exports Function, User Function Name, Description
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Example 1 Export Hidden Canvas
Open the personalization page and create a personalizationat the WHEN-NEW-FORM-INSTANCE event
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Example 1 Export Hidden Canvas
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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Example 1 Export Hidden Canvas
Export now contains columns A through S
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Example 2 Do not end date users withunprocessed transactions
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Example 3 Warn user if closing periodwith records in interface table or lockbox
Receivables ControlAccounting Open/Close Periods
Interface
Rule
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Example 3 Warn user if closing periodwith records in interface table or lockbox
Interface Rule ActionsWarning Message
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Example 3 Warn user if closing periodwith records in interface table or lockbox
Lockbox
Rule
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Example 3 Warn user if closing periodwith records in interface table or lockbox
Lockbox ActionsWarning Message
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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 tomanual 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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Example 5 Set default payment type tomanual and prevent update
Action
Set the value of the payment type to Manual
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Example 5 Set default payment type tomanual and prevent update
Action
Also set the value of the payment type flag to M
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Example 5 Set default payment type tomanual and prevent update
Now that the payment type has a default, prevent the userfrom changing the value
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Example 5 Set default payment type tomanual and prevent update
Action
Set the ENTERABLE property to false to preventthe user from changing the value
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Previous Form Personalization Examples
Ten New Forms and OAF Personalization Examples forR12.1 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 Reductionwith Forms and OA Framework PersonalizationsCollaborate 2011
1. Display a temporary message
2. Change the default where clause
3. Create a menu item to display the invoice id for workflowtroubleshooting
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 andchoose Tools Validate All
ToolsAdministration 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 documentpersonalizations
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Query for Forms Personalizations
set pages 999set lines 999
column Description for a45
column Function for a13
column Form for a9
column Condition for a35
column TriggerObject for a20
column TriggerEvent for a26
SELECT form_name Form, function_name Function, description Description,
sequence Seq, trigger_event TriggerEvent, trigger_object TriggerObject,condition Condition, enabled
FROM fnd_form_custom_rules
ORDER BY form_name, function_name, sequence
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Migration - 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
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OAF Personalizations
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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 Personalizationspage
Xliff Import Root Path
Root path for importing translated personalizations
S O f O
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Setup OAF Profile Options
Personalize Self-Service
Defn = Yes
FND: Diagnostics = Yes
FND: PersonalizationRegion Link Enabled= Yes
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OA F k E l
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OA Framework Examples
1. Enable Record History in some pages2. 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
E l 1 E bl R d Hi t
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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
Select a country to query tax regimes
Click the Personalize Page link
Click on the
Personalize Page
link
E l 1 E bl R d Hi t
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Example 1 Enable Record History
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
E l 1 E bl R d Hi t
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Example 1 Enable Record History
Set RecordHistoryEnabled totrue andclick Apply
Click Returnto Application
E l 1 E bl R d Hi t
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Example 1 Enable Record History
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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E l 2 S li Ab t thi d
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Example 2 Suppliers About this record
Use F to find Key Payment Setups Click the Create Item icon
Use Simple View
Then, click the Create
Item icon
Use Simple View
Then, click the Create
Item icon
Example 2 Suppliers About this record
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Example 2 Suppliers About this record
Create a newcolumn for CreatedBy and click theApply button
Enter the ID and
leave other fieldsas defaulted
Example 2 Suppliers About this record
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Example 2 Suppliers About this record
Click create item for theCreatedBy Column justcreated
Click the Create
Item icon
Example 2 Suppliers About this record
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Example 2 Suppliers About this record
Create a message styledtext items with ViewAttribute"CreatedUserName" andview instance "SitesVO
Record History
View Attributes :
CreatedUserName
LastUpdateDate
LastUpdatdByCreationDate
Example 2 Suppliers About this record
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Example 2 Suppliers About this record
Back on thePersonalize Pagebutton, expandthe newCreatedBycolumn and click
the create itembutton for thecolumnHeader
Click the Create
Item icon
Example 2 Suppliers About this record
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Example 2 Suppliers About this record
Enter an ID andPrompt and click apply
Return to Application
Example 2 Suppliers About this record
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Example 2 Suppliers About this record
The Created By column is now available
Reminder repeat steps for additional record history fields
Example 3 Restrict Field Length
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Example 3 Restrict Field Length
Restrict Customer name to 50 characters
In the Customer form, click the Create button
Click on the Personalize
Page link
Example 3 Restrict Field Length
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Example 3 Restrict Field Length
F is my favorite way to find the right object to edit
Use F to find the
Organization Name
and then click the pencilto edit
Example 3 Restrict Field Length
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Example 3 Restrict Field Length
Change the Maximum length from Inherit to 50 and click theapply button
Then click the Return to Application button on the next page
Change to desired
length and click
apply
Change to desired
length and click
apply
Example 4 Change Number of Rows
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Example 4 Change Number of RowsDisplayed
In many forms, you may want to display more than the default10 rows Purchase orders in this example
Click on the Personalize
Page link
Example 4 Change Number of Rows
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Example 4 Change Number of RowsDisplayed
Find the Advanced Table for Purchase Order Headers
Click the pencil to edit
Example 4 Change Number of Rows
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Example 4 Change Number of RowsDisplayed
Update Records Displayed to the desired number, clickApply and then Return to Application
Example 4 Change Number of Rows
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Example 4 Change Number of RowsDisplayed
Form now shows 20 records at a time
Example 5 Add a Table New Query
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Example 5 Add a Table New Query
In the customer relationship manager, I want to display all theprojects for this customer
Go to the form and query a customer, then click thePersonalized Page link
Click on the
Personalize Page link
Example 5 Add a Table New Query
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Example 5 Add a Table New Query
Click ChooseContext
Scope will be set to
current page; Clear
all other fields
Check include for
site, then apply
Click Model
Personalization
Example 5 Add a Table New Query
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Example 5 Add a Table New Query
Enter a view instance 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
Click
Create
Note the Name;
This will be
needed later
Example 5 Add a Table New Query
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Example 5 Add a Table New Query
Then click the Create Item icon for the Page Layout element
Click the Create
Item icon for the
Page Layout
Example 5 Add a Table New Query
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Example 5 Add a Table New Query
Choose AdvancedTable as the itemstyle
Enter the following
ID
Text View Instance
you createdearlier
Click Apply
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Example 5 Add a Table New Query
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Example 5 Add a Table New Query
The Item StyleDefaults to Column
Enter an ID
Click Apply
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Example 5 Add a Table New Query
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Example 5 Add a Table New Query
Enter an ID and the Prompt
Click Apply
Example 5 Add a Table New Query
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a p e 5 dd a ab e e Que y
Then click the Create
Item icon for the column
Example 5 Add a Table New Query
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p Q y
Set the itemstyle to MessageStyled Text
Enter an ID
Enter the View
Objectedcreated earlier
Enter the ViewAttributeidentified by your
query Click Apply
Example 5 Add a Table New Query
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p Q y
New in 12.2 Undo Personalizations
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To undo personalizations within a browser session
Click the Manage
Levels Button
Click the undo icon for a
specific personalization
The Undo All button willundo all
personalizations created
in the browser session
New in 12.2 Undo Personalizations
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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
Personalization Tab
Click the About
Previous Page link
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Migration - OAF Personalizations
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g
Migrate OA Framework Personalizations from the FunctionalAdministrator Responsibility
Export to directory defined in FND: Personalization DocumentRoot Path
FTP to target instance
Import from Document Root Path directory
Query for OAF Pages with Personalizations
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y g
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
Query for OAF Personalizations Created by
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y yCustomer
My Oracle Support Document 1292611.1
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)
MINUS
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, 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')
This query does not
include the seeded
personalizations
Previous OAF Personalization Examples
https://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1292611.1&type=NOT -
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Ten New Forms and OAF Personalization Examples forR12.1 Collaborate 2012
1. Remove WorklistAccess link
2. Modify privacy statement
3. Create an export button
4. Submit a concurrent request5. Modify the query for a table
Previous OAF Personalization Examples
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Customization Reductionwith Forms and OA Framework PersonalizationsCollaborate 2011
1. Remove a button
2. Change prompts
3. Hide/reorder columns in a table4. Set initial values
5. Display a field not currently on page
Questions & Answers
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Thank You!
Susan Behn
www.infosemantics.com
People First. Driving Solutions Together
mailto:[email protected]://www.infosemantics.com/http://www.infosemantics.com/mailto:[email protected] -
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