EBS – OAF Personalization Examples – great rewards with low effort
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OAF Personalization Examples - Great rewards with
low effort
July-2016
Susan Behn
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.
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■ 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
■ Chair-Texas-Louisiana Oracle User Group TLOAUG
■ Over 100 presentations on E-Business Suite
■ Co-author for multiple books on E-Business Suite
■ The ABCs of Workflow for E-Business Suite Release 11i
■ Release 12 and The Release 12 Primer – Shining a Light on the Release 12 World.
About the Speaker
■ Established in 2001
■ SBA 8(a) Small Business disadvantaged company
■ GSA Schedule contract GS-35F-0680V
■ Texas State HUB vendor
■ For more information, check out our web site at www.Infosemantics.com■ R12.1.3, R12.2, OBIEE
public vision instances
■ Posted presentations on functional and technical topics
GoldPartner
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herein are trademark, registered trademarks or service marks of their respective owners.
GoldPartner
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Agenda■ Overview of Personalization Tools
■ OA Framework Personalization Overview of Tool
■ Examples
■ Change prompts
■ Hide/reorder columns in a table
■ Set initial values
■ Add Tips to a page
■ Modify privacy statement
■ Create an export button
■ Submit a concurrent request
■ Modify the query for a table
■ Enable Record History in some pages
■ About this record for Suppliers (When enabling record history doesn’t work)
■ How to restrict a field length
■ Change the number of rows displayed per page
■ 12.2 - Drag and Drop to move and resize table columns in OAF
■ 12.2 - Announcements on Simplified Home Page
■ Account analysis screen in Payables – easy new way to add fields to a table
■ 12.2 - Add a new table with an adhoc query to a page
■ Instance name on Announcement Page
■ Undo and Copy – 12.2
■ Migration to other instances
■ References
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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
Setup – OAF Profile Options
Personalize Self-Service
Defn = Yes
FND: Diagnostics = Yes
Important!
FND: Personalization Region Link Enabled= Yes
About this Page - Requisitions
View Object for Requisitions
MyReqsVO
About this Page - View Object for Requisitions MyReqsVO
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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 of
page
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Example 1 – Change Prompts
■ 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 1 – Change Prompts
■ Click the Personalize Page button and find the Id using <ctrl> F
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Example 1 – Change Prompts
■ How - Click the pencil
Click pencil to edit
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Example 1 – Change Prompts
■ How – Change the prompt at the site level
Site Level
Personalization
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Example 1 – Change Prompts
■ Result – prompt changed
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Example 2 – Hide/Reorder Columns in a table
■ Hide the Duplicate column to prevent users from duplicating expense reports
■ Reorder columns
■ Why
■ Hastily duplicating expense reports increased error rates
■ For the procurement card usage of iExpenses, this functionality did not apply
■ Reorder columns to match desired data entry flow for faster entry
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Example 2 – Hide/Reorder Columns in a table
■ How
■ Click the Personalize Page button
■ Use strategies on next slide to find the Duplicate column
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Example 2 – 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 a common word
▸ Report Total
▸ Purpose
Click pencil
to edit
Example 2 – Hide/Reorder Columns in a table
Duplicate column is
gone
Set Rendered = false
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Example 2 – Hide/Reorder Columns in a table
■ Find the table to reorder table columns
■ Turn on region links to find tables easier
Click the reorder icon at
the table level
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Example 2 – Hide/Reorder Columns in a table
■ Check personalization level
■ Use arrows to move fields up or down
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21
Example 3 – Set Initial Values
■ Set the initial value for the Purpose at the Responsibility level as follows:
■ Expense report responsibilities
▸ Purpose = ‘Internet Expenses’
■ Procurement card responsibilities
▸ Purpose = “Procurement card”
■ Why
■ Save time
▸ Streamline data entry
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Example 3 – Set Initial Values
■ How
■ Only works if profile option FND:OA:Enable Defaults is set to Yes
■ In the appropriate responsibility, click the Personalize Page button
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Example 3 – Set Initial Values
■ Set the initial value based on the responsibility
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Example 4 – Add Tips to a Page
■ Add Tips to provide additional instructions
■ Add a tip to direct users to the corporate receiving training application
■ Why
■ Make new users self sufficient
■ Reduce training costs
■ Reduce errors
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Example 4 – Add Tips to a Page
■ First create the text for the Tip through the Functional Administrator responsibility
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Example 4 – Add Tips to a Page
■ Go to the receiving page where the tip is to be added and click Personalize Page
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Example 4 – Add Tips to a Page
■ Find the item for tips and click the create item button
Click to create new items such as
buttons, text, messages, tips, raw text
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Example 4 – Add Tips to a Page
■ Enter the item style, id, Text to identify the tip and the message name for the message created
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Example 4 – Add Tips to a Page
New tip is added
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Example 5 – Privacy Statement
■ Update the link for the privacy statement to a web link containing the privacy statement for your organization
■ By default, this link is undefined - will generate an error if clicked
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Example 5 – Privacy Statement
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Example 5 – Privacy Statement
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Example 5 – Privacy Statement
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Example 5 – Privacy Statement
■ Select the pencil icon in "Link: Privacy Statement"
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Example 5 – Privacy Statement
■ Update the "Destination URI" and click “Apply”
■ Return to Application and link will be changed
Make sure
“Rendered” is
true
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Example 6 – Export Button on Suppliers Page
■ Create an export button to download contacts for a supplier■ 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”■ In this example, Supplier Contact Directory
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Example 6 – Export Button
■ Click the “Create Item” icon for the Page Layout
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Example 6 – Export Button
■ Choose Item Style “Export Button”
■ 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
Example 6 – Export Button
About this Page
Page Tab
View Object Column
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Example 6 – Export Button
■ Now clicking the new “Export Contacts” button will export data to a .csv file
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Example 7 – Submit Concurrent Request
■ Add a button to submit a concurrent request from the Supplier Invoice Management page to print the Supplier Open Balance Letter
■ Create a button similar to the previous example
■ Assigning the function FNDCPSRSSSWA to the destination function for the button would call the submit current request with no parameters
Choose
Personalize
Page
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Example 7 – Submit Concurrent Request■ Instead of using the
“Destination Function”, create the button with the following code in the Destination URI to pass parameters
■ OA.jsp?akRegionApplicationId=0
■ &akRegionCode=FNDCPPROGRAMPAGE
■ &programApplName=SQLAP■ &programName=APXSOBLX■ &programRegion=Hide■ &scheduleRegion=Hide■ ¬ifyRegion=Hide■ &printRegion=Hide Rendered =
true
Text inside
button
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Example 7 – Submit Concurrent Request
■ Concurrent request page with program name is displayed
■ All pages hidden except parameters page and review page
Click New
button
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Example 8 – Modify Query■ Exclude “Employees” in Supplier search for specific
responsibility■ In the supplier page, click personalize page
■ Search for the style “Table”, find the correct table, and click the pencil
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Example 8 – Modify Query
■ Click on the query icon at the desired personalization level
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Example 8 – Modify Query
■ Add filters needed in Create Query form
■ The Add Another field is used to add addition fields for filtering
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Example 8 – Modify Query
■ No Results Found for Type “Employee”
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Example 9 – 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 linkClick on the
Personalize Page
link
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Example 9 – 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
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Example 9 – Enable Record History
■ Set “Record History Enabled” to “true” and click “Apply”
■ Click “Return to Application”
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Example 9 – 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 Example 10
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Example 10 – Suppliers – About this record
■ Query a supplier and go to the Quick Update page
■ We will put this on the Key Payment Setups page
■ Click the Personalize Page link
Click on the
Personalize Page link
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Example 10 – Suppliers – About this record
■ Use <ctrl> 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
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Example 10 – Suppliers – About this record
■ Create a new column for Created By and click the Apply button
■ Enter the ID and leave other fields as defaulted
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Example 10 – Suppliers – About this record
■ Click create item for the CreatedBy Column just created on the last slide
Click the Create
Item icon
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Example 10 – Suppliers – About this record
■ Create a message styled text item with View Attribute "CreatedUserName" and view instance "SitesVO“
Record History
View Attributes :
CreatedUserName
LastUpdateDate
LastUpdatdBy
CreationDate
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Example 10 – Suppliers – About this record
■ Back on the Personalize Page button, expand the new “CreatedBy” column and click the create item button for the columnHeader
Click the
Create Item
icon
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Example 10 – Suppliers – About this record
■ Enter an ID and Prompt and click apply
■ Return to Application
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Example 10 – Suppliers – About this record
■ The “Created By” column is now available
■ Reminder – repeat steps for additional record history fields
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Example 11 – Restrict Field Length
■ Restrict Customer name to 50 characters
■ In the Customer form, click the “Personalize Page” button
Click on the Personalize
Page link
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Example 11 – Restrict Field Length
■ Use <ctrl> F to find the “Organization Name” and then click the pencil to edit
Click the pencil to edit
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Example 11 – Restrict Field Length
■ Change the Maximum length from “Inherit” to 50 and click the apply button
■ Then click the “Return to Application” button on the next page
Change to desired
length and click
apply
Change to desired
length and click
apply
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Example 12 – Change Number of Rows Displayed
■ In many forms, you may want to display more than the default 10 rows – Purchase orders in this example
Click on the Personalize
Page link
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Example 12 – Change Number of Rows Displayed
■ Find the Advanced Table for Purchase Order Headers
Click the pencil to edit
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Example 12 – Change Number of Rows Displayed
■ Update “Records Displayed” to the desired number, click “Apply” and then “Return to Application”
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Example 12 – Change Number of Rows Displayed
■ Form now shows 20 records at a time
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Example 12b – 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
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Example 12c –Number of Rows Displayed –Vertical scroll in 12.2.4
■ In R12.2.5, you can set the number of rows higher with the new vertical scroll bar
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Example 13a – Resize Columns
■ Rich table features allow you to drag and drop to resize columns
Resize Ship-
To Location
Resize Ship-
To Location
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Example 13b – Move Columns
■ In 12.2+, drag and drop to resize columns
Moving FOB
column to left
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Example 13b – Move Columns
■ Click on gear to move columns
Gear to move
columns
Reset Button
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Example 13c – Freeze Columns
■ Click on down arrow to display columns, then click on columns to freeze
■ To unfreeze, display columns again and then choose “Unfreeze”
Display
columns
Unfreeze
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Example 13c – Freeze Columns
■ Blue line indicates frozen column
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Example 14 – Announcements on Simplified Home Page
■ Partial View of Simplified Home Page
■ We will modify the announcement
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Profile Options Impacting Home Page
Self Service Personal
Home Page Mode
FND: Disable
Configurable Home Page
Flat list navigator like 12.1 Framework Only (default) True
Flat list navigator like 12.1 Framework Tree True
Configurable with Tree
Navigator like 12.2
Framework Only (default) False (default)
Configurable with Tree
Navigator like 12.2
Framework Tree False (default)
New Simple Home Page Framework Simplified N/A (overrides value)
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■ Click on the gear icon and choose Personalize Page
Example 14 – Announcements on Simplified Home Page
Gear Icon replaces several buttons
Click Gear, then choose “Personalize Page”
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■ Click on the pencil to personalize the default message, Set Rendered to False, choose the Complete View, then use then Create Item icon to create a new message
Example 14 – Announcements on Simplified Home Page
Set Rendered to “False” for
this text item
Click Create Item
icon to create a new
message
Choose Complete View to see the
Stack Layout for the inner area inside
the announcement box
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Example 14 – Announcements on Simplified Home Page
■ Set Item Style to Formatted Text
■ Enter an ID■ Make sure Rendered is
“true”■ Enter html Text
<p>You can personalize the choices available
in this page by setting up new favorites (click
the Add to Favorites icon)</p><p>You can see
other options to control display on this page
(such as showing text under icons in top blue
bar) by reading the blog <a
href="https://blogs.oracle.com/stevenChan/entr
y/new_user_interface_features_in1?utm_source
=feedburner&utm_medium=email&utm_campai
gn=Feed%3A+OracleE-
BusinessSuiteTechnology+%28Oracle+E-
Business+Suite+Technology%29">New
Simplified Home Page in EBS 12.2.4</a>.</p>
Example 14 – Announcements on Simplified Home Page
New Message
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Example 15 – Payables Account Analysis Export
■ Account analysis screen in Payables –
■ PayablesSubledger AccountingJournal 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
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Example 15 – Payables Account Analysis Export
■ Click the gear and chose “Personalize Page”
■ Search for the Style = “Table”
■ Click the icon to View in Hierarchy
View in
Hierarchy
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Example 15 – Payables Account Analysis Export
■ Then click the arrow to expand the table
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Example 15 – Payables Account Analysis Export
■ Notice there are many text fields already set up, but the shown column is blank
■ Click the pencil to personalize, and set rendered to “true” for the fields you want to show
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Example 15 – Payables Account Analysis Export
■ Set Rendered to true and repeat for other columns needed
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Example 15 – Payables Account Analysis Export
■ Now you have additional columns that will also be included in export
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Example 16 – Add a Table – New Query
■ In the customer relationship manager, I want to display all the projects for this customer
■ Go to the form and query a customer, then click the Personalized Page link
Click on the
Personalize Page link
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Example 16 – Add a Table – New Query
Click Choose
Context
Scope will be set to
current page; Clear
all other fields
Check include for
site, then apply
Click Model
Personalization
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Example 16 – 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
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Example 16 – 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
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Example 16 – Add a Table – New Query
■ Choose Advanced Table as the item style
■ Enter the following
■ ID
■ Text
■ View Instance you created earlier
■ Click Apply
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Example 16 – Add a Table – New Query
Click the Create Item
icon for the new table
just created
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Example 16 – Add a Table – New Query
■ The Item Style Defaults to Column
■ Enter an ID
■ Click Apply
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Example 16 – Add a Table – New Query
Then click View in
Hierarchy for the
table created
Tip – It helps to check
this box and click Go to
find elements just
created
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Example 16 – Add a Table – New Query
Then click the Create Item
icon for the column header
for the column created
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Example 16 – Add a Table – New Query
■ Enter an ID and the Prompt
■ Click Apply
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Example 16 – Add a Table – New Query
Then click the Create
Item icon for the column
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Example 16 – Add a Table – New Query
■ Set the item style to Message Styled Text
■ Enter an ID
■ Enter the View Instance created earlier
■ Enter the View Attribute identified in your query
■ Click Apply
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Example 16 – Add a Table – New Query
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Example 17 – Instance name on Announcement Page
■ Add the instance name to the announcement page so users know if they are in prod/test/dev
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Example 17 – Instance name on Announcement Page
■ Gear icon Personalize Page
■ Find the Static Styled Text with “Announcement” and click the pencil to edit
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Example 17 – Instance name on Announcement Page
■ Change the prompt to
${oa.text.Announcement:}+${oa.pageContext.getSID}
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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
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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
Click the About
Previous Page link
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New in 12.2 – Undo Personalizations
Click the
Manage Levels
Button
Click the
Undo Icon
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New in 12.2 – Copy Personalizations
■ Enter the document path of the personalization to copy and click go
■ Then click the pencil for Manage personalizations
Click the
Manage
Personalizations
Pencil
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New in 12.2 – Copy Personalizations
■ Click the copy icon for the personalization you want to copy
Copy the
personalizations
to change # of
rows
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New in 12.2 – Copy Personalizations
■ Add the responsibility as needed to copy the personalizations
■ Note you can also remove responsibilities from this page
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Migration - OAF Personalizations
■ Migrate OA Framework Personalizations from the Functional Administrator Responsibility
■ Export to directory defined in FND: Personalization Document Root Path
■ FTP to target instance
■ Import from Document Root Path directory
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Query for OAF Pages with Personalizations
■ Note that because many OA Framework-based personalizations are shipped with Oracle E-Business Suite either as "seeded developer" or "localization" personalizations, this list can be much longer than you expect■ There is currently no way to tell, other than by looking at the actual
personalization or personalization document, whether a shipped personalization has been further personalized at your site
■ SELECT PATH.PATH_DOCID PERZ_DOC_ID, jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATHFROM JDR_PATHS PATH WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS WHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization' AND COMP_ID IS NULL)
ORDER BY PERZ_DOC_PATH
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Query for OAF Personalizations Created by Customer
■ My Oracle Support Document 1292611.1■ SELECT PATH.PATH_DOCID PERZ_DOC_ID,
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATHFROM JDR_PATHS PATH WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTSWHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization‘
AND COMP_ID IS NULL)MINUSSELECT PATH.PATH_DOCID PERZ_DOC_ID,
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATHFROM 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
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References
■ Oracle Application Framework Personalization Guide
■ Oracle Applications Developer’s Guide
■ Oracle Applications System Administrator’s Guide
■ Oracle Applications User Guide
■ 11.5.10: Viewlets of Personalizations in iProcurement with OA Framework (Doc ID 330160.1)
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Questions?Comments
Susan Behn
Susan.Behn@Infosemantics.com
Thank You!!!
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