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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

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


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


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


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


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


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


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


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


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


Remove ButtonRemove Button

��Keep scrolling down…Keep scrolling down…



��Click on the pencil to personalizeClick on the pencil to personalize



��Set Rendered = false for the responsibility and applySet Rendered = false for the responsibility and apply



��Import Spreadsheet button is goneImport Spreadsheet button is gone


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


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



��Change the prompt for the responsibility and applyChange the prompt for the responsibility and apply



��Button name is changedButton name is changed


Finding TipsFinding Tips

��Expand AllExpand All��Collapse AllCollapse All��FocusFocus��Simple View Simple View ��Complete ViewComplete View��Regional LinksRegional Links�� <ctrl> F<ctrl> F



��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



��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



��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


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



��Click the pencil to personalizeClick the pencil to personalize



��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



��Headings are now changedHeadings are now changed


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



�� Before personalizationBefore personalization�� Click Personalize Page buttonClick Personalize Page button



��Set Rendered = False and apply changeSet Rendered = False and apply change



��Duplicate column does not appearDuplicate column does not appear


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



��Use search features to easily find itemsUse search features to easily find items



��Change the prompt at the site level and apply Change the prompt at the site level and apply



��Prompt has been changedPrompt has been changed


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


Set Initial ValuesSet Initial Values

��Set the initial value at the responsibility level and Set the initial value at the responsibility level and applyapply


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



��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



��Cash and Other Expenses Train Link is now Cash and Other Expenses Train Link is now hiddenhidden


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



��Original PageOriginal Page



��Click the Reorder icon to reorder the columnsClick the Reorder icon to reorder the 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



��Purpose column has moved to 2Purpose column has moved to 2ndnd columncolumn


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


Add ItemsAdd Items


Add ItemsAdd Items

��Click the Create Item iconClick the Create Item icon


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


FAQFAQ

��Are they Upgradeable?Are they Upgradeable?�� YesYes

��Can they Be Migrated to Other Instances?Can they Be Migrated to Other Instances?�� YesYes


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


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


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


About This PageAbout This Page


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.


Application MessagesApplication Messages

��Update Current Message Text as neededUpdate Current Message Text as needed


��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


Thank you!Thank you!

Susan [email protected]

Don [email protected]

www.solutionbeacon.com

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