Using Personalizations to Give Your Self-Service...
Transcript of Using Personalizations to Give Your Self-Service...
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Using Using PersonalizationsPersonalizations to Give Yourto Give YourSelfSelf--Service Applications Service Applications a Custom Look and Feela Custom Look and Feel
Susan BehnSusan Behn Don Don DriggsDriggsAtlanta OAUG Atlanta OAUG
November 17, 2006November 17, 2006
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22© 2006 Solution Beacon, LLC. All Rights Reserved.
About Solution Beacon, LLCAbout Solution Beacon, LLC
��Provider of ExpertProvider of Expert--Level Consulting Services for Oracle Level Consulting Services for Oracle Databases and ApplicationsDatabases and Applications
��Sponsor of the Road to Vegas Release 11Sponsor of the Road to Vegas Release 11ii WorkshopsWorkshops��Oracle Certified PartnerOracle Certified Partner��All Solution Beacon Consultants have many years of Oracle All Solution Beacon Consultants have many years of Oracle
and Industry Experienceand Industry Experience
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ObjectivesObjectives
��Define SelfDefine Self--Service PersonalizationsService Personalizations��Demonstrate how to use PersonalizationsDemonstrate how to use Personalizations��Demonstrate how to manage PersonalizationsDemonstrate how to manage Personalizations
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ContextContext
��CMU decided to use Oracle Internet Expenses to CMU decided to use Oracle Internet Expenses to manage their procurement card transactionsmanage their procurement card transactions
��Reasons to do this include:Reasons to do this include:�� Similarity of business processes between procurement Similarity of business processes between procurement
cards and travel expense reportingcards and travel expense reporting�� iiExpensesExpenses is integrated with Oracle Grants while the is integrated with Oracle Grants while the
procurement card process is notprocurement card process is not�� Consistency in look and feel for users and approversConsistency in look and feel for users and approvers�� Ease of management and policy controlEase of management and policy control�� Efficiencies in trainingEfficiencies in training
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ContextContext
��iiExpensesExpenses vsvs Oracle Procurement Card ProcessOracle Procurement Card Process�� Business Rule GapsBusiness Rule Gaps
��Expense report templates are unique and must be segregated Expense report templates are unique and must be segregated from procurement card templatesfrom procurement card templates
��Procurement card transactions are company paid Procurement card transactions are company paid –– no cash or no cash or out of pocket transactionsout of pocket transactions
��Procurement policies are different than travel policiesProcurement policies are different than travel policies��Procurement cards are restricted from travelProcurement cards are restricted from travel--related suppliers related suppliers
such as airlines, car rentals and hotelssuch as airlines, car rentals and hotels��Procurement cards have a monthly limitProcurement cards have a monthly limit
��OA Framework OA Framework PersonalizationsPersonalizations were used to were used to address these differencesaddress these differences
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What are Personalizations?What are Personalizations?
��PersonalizationsPersonalizations refer to the ability to tailor the refer to the ability to tailor the applications, specifically the look and feel, the applications, specifically the look and feel, the layout and the visibility of the contentlayout and the visibility of the content
��OA Framework Personalization is for selfOA Framework Personalization is for self--service service applicationsapplications�� Introduced with 11.5.9Introduced with 11.5.9
��Apply Patch 3323690 Apply Patch 3323690 �� Standard with 11.5.10Standard with 11.5.10
��Forms 6Forms 6ii personalization is for professional formspersonalization is for professional forms�� Standard with 11.5.10Standard with 11.5.10�� Not covered in this presentationNot covered in this presentation
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Who Can Use Personalizations?Who Can Use Personalizations?
��Functional Super UsersFunctional Super Users�� Technical expertise not requiredTechnical expertise not required�� Somewhat intuitive to the functionally savvySomewhat intuitive to the functionally savvy
�� Limit the extent to which regular users have access to Limit the extent to which regular users have access to personalizationspersonalizations
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Profile OptionsProfile Options
��Personalize SelfPersonalize Self--Service Service DefnDefn�� Yes to allow Yes to allow personalizationspersonalizations
��FND: Personalization Region Link EnabledFND: Personalization Region Link Enabled�� Yes to display the regional links to the personalization pages iYes to display the regional links to the personalization pages in the n the
SelfSelf--Service applications Service applications ��Disable SelfDisable Self--Service Person Service Person
�� Yes will disable all Yes will disable all personalizationspersonalizations at any levelat any level��FND: Personalization Document Root Path (new in 11.5.10)FND: Personalization Document Root Path (new in 11.5.10)
�� Required to migrate Required to migrate personalizationspersonalizations�� Set this profile option to a Set this profile option to a tmptmp directory with open (777) permissions directory with open (777) permissions
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How Can I Use Personalizations?How Can I Use Personalizations?
�� Remove Buttons and Change Button NamesRemove Buttons and Change Button Names�� Change Page and Section HeadersChange Page and Section Headers�� Hide ColumnsHide Columns�� Change Field and Column NamesChange Field and Column Names�� Set Initial ValuesSet Initial Values�� Hide a Train LinkHide a Train Link�� Change Field AttributesChange Field Attributes�� Reorder ColumnsReorder Columns�� Add Items such as Buttons, Fields and MessagesAdd Items such as Buttons, Fields and Messages
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Remove a ButtonRemove a Button
�� LinkLink�� Personalize PagePersonalize Page
�� WhereWhere�� Page Layout: Expenses Home > Page Button Bar: > Button: Import Page Layout: Expenses Home > Page Button Bar: > Button: Import
Spreadsheet Spreadsheet �� WhatWhat
�� Rendered = FalseRendered = False
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Remove ButtonRemove Button
��Keep scrolling down…Keep scrolling down…
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Remove ButtonRemove Button
��Click on the pencil to personalizeClick on the pencil to personalize
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Remove ButtonRemove Button
��Set Rendered = false for the responsibility and applySet Rendered = false for the responsibility and apply
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Remove ButtonRemove Button
��Import Spreadsheet button is goneImport Spreadsheet button is gone
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Personalization LevelsPersonalization Levels
��PersonalizationsPersonalizations at lower levels override at lower levels override personalizationspersonalizations at higher levelsat higher levels
��Default values are defined in the first columnDefault values are defined in the first column��Values inherit the definition from the level Values inherit the definition from the level
immediately above unless changedimmediately above unless changed��Order of precedence from highest to lowest:Order of precedence from highest to lowest:
�� FunctionFunction�� SiteSite�� Operating UnitOperating Unit�� ResponsibilityResponsibility
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Change a Button NameChange a Button Name
�� LinkLink�� Personalize PagePersonalize Page
�� Where Where �� Page Layout: Expenses Home > Page Button Bar: > Button: Create Page Layout: Expenses Home > Page Button Bar: > Button: Create
Expense ReportExpense Report�� WhatWhat
�� Prompt = Create Verification ReportPrompt = Create Verification Report
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Change a Button NameChange a Button Name
��Change the prompt for the responsibility and applyChange the prompt for the responsibility and apply
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Change a Button NameChange a Button Name
��Button name is changedButton name is changed
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Finding TipsFinding Tips
��Expand AllExpand All��Collapse AllCollapse All��FocusFocus��Simple View Simple View ��Complete ViewComplete View��Regional LinksRegional Links�� <ctrl> F<ctrl> F
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Finding TipsFinding Tips
��Expand All Expand All –– expands all nodes identified byexpands all nodes identified by��Collapse All Collapse All –– collapses all node identified by collapses all node identified by ��Focus Focus –– displays only items in the grouping displays only items in the grouping
identified by identified by
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Finding TipsFinding Tips
��Simple ViewSimple View
��Complete ViewComplete View�� Note Table layout rows added and icons active for Note Table layout rows added and icons active for
reorder and createreorder and create
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Finding TipsFinding Tips
��Use regional links to limit personalization structure Use regional links to limit personalization structure to items in a specific region on the page to items in a specific region on the page
��Use <ctrl> F to search for promptsUse <ctrl> F to search for prompts
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Change Page and Section HeadersChange Page and Section Headers
�� LinkLink�� Personalize “OIE Home Page Container”Personalize “OIE Home Page Container”
�� WhereWhere�� Default Single Column > Header: Track Submitted Expense Reports Default Single Column > Header: Track Submitted Expense Reports
�� WhatWhat�� Text = Track Submitted Credit Card Verification Reports Text = Track Submitted Credit Card Verification Reports
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Change Page and Section HeadersChange Page and Section Headers
��Click the pencil to personalizeClick the pencil to personalize
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Change Page and Section HeadersChange Page and Section Headers
��Change the Text and applyChange the Text and apply��Make the same change to the Update Expense Reports Make the same change to the Update Expense Reports
HeaderHeader
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Change Page and Section HeadersChange Page and Section Headers
��Headings are now changedHeadings are now changed
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Hide ColumnsHide Columns
Hide the Duplicate ColumnHide the Duplicate Column�� LinkLink
�� Personalize PagePersonalize Page��WhereWhere
�� Page Layout: Expenses HomePage Layout: Expenses Home-->Header: Track Submitted Expense >Header: Track Submitted Expense ReportsReports-->Switcher: Duplicate>Switcher: Duplicate
��WhatWhat�� Rendered=False Rendered=False
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Hide ColumnsHide Columns
�� Before personalizationBefore personalization�� Click Personalize Page buttonClick Personalize Page button
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Hide ColumnsHide Columns
��Set Rendered = False and apply changeSet Rendered = False and apply change
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Hide ColumnsHide Columns
��Duplicate column does not appearDuplicate column does not appear
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Change Field and Column NamesChange Field and Column Names
Change Expense Cost Center to Default OrganizationChange Expense Cost Center to Default Organization�� WhereWhere
�� Page Layout > Page Button Bar: > Page Button Bar: Actions RegionPage Layout > Page Button Bar: > Page Button Bar: Actions Region > > Message Text Input: Expense Cost Center Message Text Input: Expense Cost Center
�� WhatWhat�� Prompt = Default Organization Number Prompt = Default Organization Number
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Change Field and Column NamesChange Field and Column Names
��Use search features to easily find itemsUse search features to easily find items
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Change Field and Column NamesChange Field and Column Names
��Change the prompt at the site level and apply Change the prompt at the site level and apply
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Change Field and Column NamesChange Field and Column Names
��Prompt has been changedPrompt has been changed
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Set Initial ValuesSet Initial Values
Set the Initial Value to Set the Initial Value to PCardPCard Verification and Make it Read OnlyVerification and Make it Read Only�� WhereWhere
�� Page Layout > Stack Layout General Information Page Layout > Stack Layout General Information PageMessagePageMessage Text Input: Text Input: Purpose Purpose
�� WhatWhat�� Initial Value = Initial Value = PCardPCard Verification Verification �� Rendered = TrueRendered = True
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Set Initial ValuesSet Initial Values
��Set the initial value at the responsibility level and Set the initial value at the responsibility level and applyapply
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Hide a Train LinkHide a Train Link
Hide the Cash and Other Expenses Train LinkHide the Cash and Other Expenses Train Link��WhereWhere
�� Page Layout > location > Train: OIE Train > Link: Cash and OtherPage Layout > location > Train: OIE Train > Link: Cash and OtherExpenses Expenses
��WhatWhat�� Rendered = False Rendered = False
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Hide a Train LinkHide a Train Link
��Page Layout > location > Train: OIE Train > Link: Page Layout > location > Train: OIE Train > Link: Cash and Other ExpensesCash and Other Expenses
��Click on the pencil to edit and set Rendered = Click on the pencil to edit and set Rendered = FalseFalse
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Hide a Train LinkHide a Train Link
��Cash and Other Expenses Train Link is now Cash and Other Expenses Train Link is now hiddenhidden
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Reorder ColumnsReorder Columns
Reorder the Display of ColumnsReorder the Display of Columns��WhereWhere
�� Page Layout > Expenses Home > Default Single Column Page Layout > Expenses Home > Default Single Column > Header: track Submitted Credit Card Verification > Header: track Submitted Credit Card Verification ReportsReports
�� Choose the Level of Activity and click on the Personalize Choose the Level of Activity and click on the Personalize Box of the Desired LevelBox of the Desired Level
�� Use the Up and Down ArrowsUse the Up and Down ArrowsNote: This reorder box includes all columns regardless of Note: This reorder box includes all columns regardless of
whether they are hidden or notwhether they are hidden or not
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Reorder ColumnsReorder Columns
��Original PageOriginal Page
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Reorder ColumnsReorder Columns
��Click the Reorder icon to reorder the columnsClick the Reorder icon to reorder the columns
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Reorder ColumnsReorder Columns
��Click on the checkbox at the desired levelClick on the checkbox at the desired level��Use the up/down arrows to move fieldsUse the up/down arrows to move fields
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Reorder ColumnsReorder Columns
��Purpose column has moved to 2Purpose column has moved to 2ndnd columncolumn
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Add ItemsAdd Items
��Add ButtonsAdd Buttons��Add Text and ImagesAdd Text and Images��Add Messages (Data Fields) of many stylesAdd Messages (Data Fields) of many styles��Add TipsAdd Tips��Add Raw TextAdd Raw Text
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4646© 2006 Solution Beacon, LLC. All Rights Reserved.
Add ItemsAdd Items
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Add ItemsAdd Items
��Click the Create Item iconClick the Create Item icon
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4848© 2006 Solution Beacon, LLC. All Rights Reserved.
Add ItemsAdd Items
��The picture below shows a partial view of the create item The picture below shows a partial view of the create item form. Update the following fields:form. Update the following fields:�� ID = ID = EmployeeNameEmployeeName�� CSS Class = CSS Class = OraDataTextOraDataText�� Prompt = Employee NamePrompt = Employee Name�� View Attribute = View Attribute = FullNameFullName�� View Instance = View Instance = PersonsVoPersonsVo
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FAQFAQ
��Are they Upgradeable?Are they Upgradeable?�� YesYes
��Can they Be Migrated to Other Instances?Can they Be Migrated to Other Instances?�� YesYes
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Managing PersonalizationsManaging Personalizations
�� Use the Functional Administrator responsibilityUse the Functional Administrator responsibility�� Go to the Personalizations tabGo to the Personalizations tab�� In the Document Path enter the name of the pageIn the Document Path enter the name of the page�� Click GoClick Go�� Click the Manage Personalizations iconClick the Manage Personalizations icon
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5151© 2006 Solution Beacon, LLC. All Rights Reserved.
Managing PersonalizationsManaging Personalizations
For either all or selected personalizations on the indicated For either all or selected personalizations on the indicated page, you can:page, you can:
��DeactivateDeactivate��ReactivateReactivate��DeleteDelete��ExtractExtract��UploadUpload
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5252© 2006 Solution Beacon, LLC. All Rights Reserved.
About This PageAbout This Page
In the lower leftIn the lower left--hand corner of every selfhand corner of every self--service page.service page.Use this link to see:Use this link to see:��PersonalizationsPersonalizations��PatchesPatches��Other useful information about the pageOther useful information about the page
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About This PageAbout This Page
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Application MessagesApplication Messages
Defined in the ApplicationDefined in the ApplicationEasily changed and survive patching and upgradesEasily changed and survive patching and upgrades��Use the Application Developer responsibilityUse the Application Developer responsibility��Navigate to Application > MessagesNavigate to Application > Messages��Query the messageQuery the message
��Hint: Copy the text of the message from the selfHint: Copy the text of the message from the self--service page and query on the text. Remember service page and query on the text. Remember that tokens could be a part of the message.that tokens could be a part of the message.
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Application MessagesApplication Messages
��Update Current Message Text as neededUpdate Current Message Text as needed
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5656© 2006 Solution Beacon, LLC. All Rights Reserved.
��ReferencesReferences�� Oracle Application Framework Personalization GuideOracle Application Framework Personalization Guide�� OAUG White Papers and PresentationsOAUG White Papers and Presentations�� ODTUG White Papers and PresentationsODTUG White Papers and Presentations�� www.solutionbeacon.comwww.solutionbeacon.com presentations and newsletterspresentations and newsletters�� MetaLinkMetaLink
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Thank you!Thank you!
Susan [email protected]
www.solutionbeacon.com
Real Solutions for the Real World.
Questions and AnswersQuestions and Answers
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