OAF Personallization

7/29/2019 OAF Personallization

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Harnessing the Full Power of OA FrameworkPersonalizations in the E-Business Suite

Copyright 2009 Rolta International, Inc., All Rights Reserved

Bolton Carroll

Rolta TUSC


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Agenda Key Profile Options

Personalization Levels User Views

mp e ersona za on xamp es Changing Look and Feel

Advanced Personalization Examples

Migrating Personalizations


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Key Profile Options Personalize Self-Service Defn

Yes enables personalization link on all pages

FND: Personalization Region Link EnabledYes displays all regional links

Disable Self-Service PersonalTurn off all personalizations

FND: Personalization Document Root PathUsed for importing/exporting personalizations


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Key Profile Options (con.) FND: Diagnostics

Activates the link called About this Page at

bottom left of page

FND:OA:Enable Defaults

take place


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How to Begin Personalization


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Initial Personalization Screen


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Personalization Context


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Personalization Scope Page level scope means personalization is

limited to that specific page

Region level scope means a personalizationwill apply to all pages that extend that

par cu ar reg on


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Personalization Levels Function, Industry, Location, Site, Operating Unit,

Responsibility

Lower level setting overrides higher level

For example, responsibility setting overrides

operat ng un t sett ng Function example: Hide a field if user is in update

screen but not in enter screen

Multiple levels may be set for a personalization(e.g. Operating Unit and Responsibility)


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Personalization Levels (con.) Localization is related to Territory concept,

meaning different prompts can be used for

different countries


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Personalization Levels - Function A function personalization will be activated by a

user selecting a function in a menu or by a user

selecting a url with an OAFunc parameter

Through Menu: create a function for a page,,

menu option

Example of url call:OA.jsp?page=oracle.apps.fnd.framework.webui.TestRe

gion&OAFunc=ABC

This will activate a function level personalization forthe function ABC when accessing the TestRegion page


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Manage Personalization Levels Screen Manage Personalization Levels allows deleting, activating,

de-activating, and working with translation files


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Admin vs User Personalization Levels Admin personalizations refer to

personalizations using the Personalize Page

functionality

User personalization: refers to user views

which are customized result sets forspecific search results in table regions

ADMIN_CUSTOMIZABLE property:determines if an item is personalizable

If set to false item cant be personalized


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User Personalization Users can customize views and save for

later access

Customizing views includes the ability tosort, change number of rows, hide/show

columns, change order of columns, filterthe data, change prompts, and show totals

A seeded view may be changed by firstcopying and then modifying

Not all table regions allow the creation of

custom views


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User Personalization (example) Internet Expenses, Expense Reports go to

Simple Search and click on Save Search


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User Views (con.) Create a new View


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User Views (con.) Add/remove columns and set column orderand sorting


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User Views (con.) Set your query conditions


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User Views (con.) Once your new view is created, you can access itfrom the search screen by clicking on Views


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User Views (con.) From Views screen, click on personalize to makechanges


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User Views (con.) User views can be updated and a defaultview can be selected in the Personalize

Views screen


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Admin seeded User Level Personalization Creation of a personalized view for users

Can be created on tables in a query region Can be selected by a user in the Views page

an e m e o a spec c group o users

by setting a specific context for the view

Can limit a view to function based security

Created through the personalization pageby clicking on the icon for Seeded User

Views


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Admin seeded User Level Personalization Example of creating an admin view


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Admin seeded User Level Personalization Admin screen shows extra Securing

Function field


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Modifying Result Set Modify sorting behavior and filter results by

personalizing the Query row in a table region

If you modify the Query row at differentpersonalization levels, the different filters will be

In some tables, it is not possible to change thedata filter

This personalization can override the filter on auser view


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Modifying Result Set Click on personalize link for the Table component,

then on the Query icon at the bottom of the page


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Modifying Result Set This takes you to the page to modify the query


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Simple Personalizations Most common personalizations are

rendering, read only, required, and prompt

Click on Personalize page link, find item,click on personalize icon for the item,

select item property to modify, and modifyappropriate level with new setting


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Simple Personalizations (con.) Step 1: Click on personalize link


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Simple Personalizations (con.) Step 2: Find item to personalize and click

personalize icon

Theimagecannot bedisplayed.You r computer may nothaveenough memory to open theimage,or theimagemay havebeen corrupted.Restartyour computer,and then open thefileagain.If thered x stillappears,you may haveto deletetheimageand then insertitagain.


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Simple Personalizations (con.) Step 3: Set new item property


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Simple Personalizations (con.) Examples of setting different properties


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Simple Personalizations (con.) Result of setting item to required


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Simple Personalizations (con.) Setting default value


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Setting Default Values Only works for following items:

MessageTextInput, MessageLOVInput,

MessageCheckBox, MessageChoice,MessageRadioButton, MessageRadioGroup

Only works if profile option FND:OA:EnableDefaults is set to Yes

In some cases, a default personalization will not

take effect due to defaulting logic of Oracle


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Creating Extra Space Spacer item style adds space between components

Use Create Item to create and then reorder items to

move the spacer to desired position Key properties are height and width, which are in pixels

When used in stack la out the width ro ert does not

have any effect When used in stack layout the vertical property may

create extra space above and below your text item

You will need to experiment to get the right look Use extra Raw Text or Formatted Text fields to add

extra lines between components (must fill in at least one

character in Text property for line to appear)


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Creating Extra Space Create space with Spacer

Create an extra line between vertical components with a

Raw Text item This example is part of a stack layout


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Creating Extra Space This spacer is adding vertical space and not using any

width space


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Creating Extra Space - Result Result in Application


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Creating a Tip Item Tips can be entered to give custom instructions to usersnext to specific fields or regions

Click on Personalize Page link, select page or region level

where you want the tip, select Create Item option

Item Style is tip

Set Text to the message you want to display, if you arenot using Application Message

Set Tip Message Name to match a message in the

Messages screen

Tip will be created at end of region, but can be movedwith the Reorder button on the appropriate region or

page


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Creating a Tip Item Create message in applications


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Creating a Tip Item Create a new item in the Button Bar Region


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Creating a Tip Item Select Item Style of Tip and set properties of item


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Creating a Tip Item Check result


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Creating a Tip Item Look for a new CSS Class item style for tip in SystemAdministration responsibility, FWK CSS Style Lookup

This function may need to be added to the System

Administration if you dont see it there


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Creating a Tip Item Look for Static Styled Text options


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Creating a Tip Item Use the TouchScreenYellowCell predefined Style


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Creating a Tip Item Check result


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Adding a url

A text item can be created which links to a url

Use Item Style of Static Styled Text

Prompt will be the text

Set Destination URI property to a specific web site (e.g.htt : www. ahoo.com

Or set Destination URI property to a function that calls anOA Framework page (e.g. ICX_USER_PREFERENCES)


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Look and Feel

Self service screen allows you to changelook and feel of Oracle screens

Choices areBrowser look and feel (BLAF): Oracle default

Minimal look and feel (MLAF): lightweight,simplified version

Base look and feel: root of all look and feeloptions

Simple look and feel: built on base look andfeel, can be used as an example to build a

custom look and feel


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Look and Feel

BLAF and MLAF can not be extended

Responsibility called Customizing Look and

Feel Administrator

You can create multiple looks and feels fordifferent purposes (such as pda)


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Look and Feel

BLAF and MLAF can not be extended

Responsibility Customizing Look and Feel

Administrator

You can create multiple looks and feels fordifferent purposes (such as pda


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Look and Feel

Styles can be changed such as the colors ofvarious components (LightAccentBorder,

MediumAccentBorder, TextForeground,MediumFont, DefaultFont)

,

the specific style you have selected

You can change the size of an icon by changing itsproperties

You can change an icon by naming a new imageto use (e.g. for required icon)


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Look and Feel

After you create your custom look and feel,you can set it with the profile option

Oracle Applications Look and Feel(APPS_LOOK_AND_FEEL)

Bounce the web server to see the new look

Personalization screen will show a columncalled Customize Look and Feel if the

Look and Feel of the page is customizableand if the page component is Look and

Feel customizable


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Look and Feel - Limitation

The main limitation of the Custom Look and Feelfunctionality is that you can only extend Simple

LAF or Base LAF, which do not include all thefunctionality of the Browser LAF (BLAF)

you extend a scaled down version of the defaultBLAF

For example the trains component in BLAF has

icons, whereas in Simple LAF it has only HTMLlinks

ddi i ld bl


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Adding a Field to a Table Click on personalize link on the page or region

Addi Fi ld T bl


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Adding a Field to a Table

Click expand all to see all the fields and to determine thename of the View Object for the table

Addi Fi ld t T bl ( )


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Adding a Field to a Table (con.)

In expanded mode, find the View Object for the tablewhere you want to add an extra field (AllReqsVO)

In this example, we will add EmergencyPoNum (actuallyits just hidden at this point, but we are adding it as an

example)



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Find the view object attribute for the field you need



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Create new item within the table

Adding a Field to a Table (con )


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Created item type of message styled text and give acustom name to the id



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Specify name of View attribute, View Object, and promptfor your new column, then click Apply



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View results of new field

Adding a Field to a Search Panel


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Click on personalize query link above search panel



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Create a new item in the Simple Search Panel



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Create the new item with a message style of MessageText Input and set the search allowed property to true



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Create another new item in Simple Search Mappings



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View Search Results with new item

Creating an Attachment


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Creating an Attachment

Only available under a table or advanced table region

Adds an icon to the page which allows viewing or adding

an attachment Item style is Attachment Image or Attachment Link

Must enter the View Instance

Create category map Create entity map

Create primary key, if not yet created

Item style of Attachment Table allows viewing of existingattachments

Creating a Button


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Creating a Button

A button can be created to navigate to another page or toanother url

Use the Destination URI property to populate thedestination url (e.g. http://www.yahoo.com)

Use the Destination Function to link to another OAFramework page

A submit button can not be created through apersonalization

Creating an Export Button


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Creating an Export Button

Allows exporting of data from within a region

Create item within the region you want to export

Set the View Instance name to the name of the viewobject associated with the region

Adding Flexfields


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Adding Flexfields

You can add either key or descriptive flexfields

Item style is Flex

Set following properties: Appl Short Name: from flexfield definition

Name: from flexfield definition

ew ns ance: rom reg on w ere you are a ng e ex e

Type: key or descriptive Limited number of segments can be displayed

Use property called Segment List

If left null, then all segments display

Populate property with segment names separated by | Use || to handle multiple contexts

Adding Flexfields (con.)


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Adding Flexfields (con.) Create stack layout, then Static Styled Text as child to show title on

screen, then Flex Item as child of stack layout to hold flexfield

information



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Adding Flexfields (con.) Stack Layout Setup



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g ( ) Setup for Title text above flexfield



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g ( ) Setup for Flex Item



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g ( ) Setup for Flex Item



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g ( ) Result: 1 segment flexfield

Prompt comes from flexfield definition

Adding a region


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g g Use the item style Flexible Layout and Flexible Content

Can only be done at site level and at a scope of Page

It is recommended to add only 1 Flexible Content for 1 Flexible

Layout

Enter full package name of the region that the flexible content isextending

Migrating Personalizations


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Use Functional Administrator,Personalization, Import/Export

Exports to directory specified in profileoption FND: Personalization Document

Root Path

Move file to target server

Import into target instance with FunctionalAdministrator

Translations


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If a foreign language is installed, you will see aTranslate icon in the personalization page

This launches a Translate page, where you cancreate a translation inline

xtract ng trans at ons s one y us ng t e

Extract Translation File button in the ManagePersonalization Levels page

Profile option Fnd Xliff Export Root Path

determines file directory

Questions


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Presenter: Bolton CarrollRolta-TUSC

[email protected]

www.tusc.com

Documents

OAF Personallization