Form Personalization
Oracle has provided a simple and
easy feature to implement the customer specific requirements without modifying
the underlying forms code or CUSTOM library. Although CUSTOM library still can
be used for forms customization to implement the complex business logic, the
personalization feature provided in the latest release is easy, faster and
requires minimum development effort.
If user needs to personalize any
details in a form like changing field names, adding some validations, etc, then
Form Personalization can provide the way out in few simple steps.
Please follow here to go through
Steps with example
Steps:
Step – 1:
Go to the specific form where you
need the changes
Then we need to note down the block
and field name which is needed in next steps.
So keep the cursor on the required
field and then Go to Help --> Diagnostics --> Examine
Note down
the Block and Field value.
Step -2:
Now the step to do the
personalization
Follow this navigation
Help à Diagnostics à Custom Code à Personalize
This will
show the Form Personalization window
Here you
need to do the customization as per the requirement.
As you can
see in this form, there are mainly 4 sections
1. Rule
2. Condition
3. Actions
4. Context
Step – 3:
Rule:
This is the
section where you need to create the rules how your requirement is going to be
executed. This section contains 4 segments, Seq, description, Level and Enabled
flag.
Seq : Need
to give the Sequence how the rule will execute (a number)
Description:
Write a sort description of the rule which you are going to create
Level:
Select the level where you want the rule to execute
Enabled:
This is the flag which will enable or disable the rule.
Example:
Step – 4:
Condition:
Now need to set the condition.
This is the section where you will
define when the rule will be executed.
This section contains 4 segments,
Trigger Event, Trigger Object, Condition and Processing mode.
Trigger Event: This specifies where the rule will be
executed. There are mainly 5 types of event which decided the trigger of the
rule.
Trigger Object: This is the Object in the form which decides
at what level the rule will be executed.
The values can be “<Form
Name>”, ‘<Block Name>” or “<Item Name>”
Condition:
Here mention any SQL statement to control the execution of the rule when the
mentioned criterion is met.
Processing Mode: This is the mode where you want the rules to be executed.
Example:
Step – 5:
Actions:
This decides what will happen when
the rule will execute.
This contains 2 sections.
Left sections
contains Seq, Type, Description, Language, Enabled
Seq: Mention
the Action sequence which this rule will execute
Type: This
is of 4 types, Property, Message, Builtin, Menu.
This decides which type of action,
the rule will perform.
According to this the right section
will come and need to fill the detailed actions.
Description:
Write a description on the action which this will perform.
Language:
Select the language
Enabled: You
can enable or disable the actions here.
Right Section
is a dynamic section; it appears
depending on the Type field value in Left section.
Action Types:
Property
The action type “Property” is used
to set the properties of the objects. The various objects include
“Item, Window, and Block etc.”. Actual object name defined in the form should
be entered after selecting the object type.
Property Name is the property to be
changed
Value is the new desired value for
the property.
The current value of the property
will be displayed when clicked on the “Get Value” button.
Example:
Object Type = “Item”
Target Object =
“:ORDER.ORDER_NUMBER”
Property Name = “PROMPT_TEXT”
Value = “Claim Number”
The value is interpreted at runtime,
so you can use SQL functions and operators. Any value started with “=” operator
will be interpreted at runtime; otherwise the value is treated as is entered in
the value field
Message:
The action type “Message” is used to
display custom messages during runtime. Message Type and Description should be
entered after selecting the action type as “Message”. The available message
types are “Error, Warning, Hint, Question and Debug”. Depending on the response
expected from the user, the appropriate message type should be selected.
Example:
Message Type = “Hint”
Message Text = “Please Follow the
Date format DD-MON-YYYY”
Builtin:
The action type “Builtin” is used to
execute the form and AOL API’s. Depending on the API type selected, the
parameters should be entered.
Example:
Builtin Type =
FND_UTILITIES.OPEN_URL
Argument = http://www.oracle.com
Menu:
The action type “Menu” is used to
activate the available special menus on the Tools menu.
Oracle Applications provide 45
special menus under Tools menu which can be used by customers based on their
requirements.
Select the SPECIAL menu which is not
used by the form. Menu label is the prompt which appears to the users when
Tools menu is invoked, block specifies the blocks for which the special menu
should be activated and Icon name is the .ico file name.
A separator can be created above the
activated special menu by selecting the “Render line before menu” checkbox.
Example:
Menu Entry = SPECIAL4
Menu Label = Additional Order Header
Information
Enabled in Blocks(s) = ORDER
Icon Name = Flower.ico
Step – 6:
Context:
Context manages to whom the
personalization should apply. This is similar to the concept of using profile
options in Oracle Applications. The various levels are Site, Responsibility,
Industry and User. During runtime, the values provided in the context are
evaluated and personalization rules will be applied. Usage of context is very
vital in implementing the personalization to prevent the inappropriate users
accessing these customizations of the form.
Example:
Context = Responsibility
Value = Order Management Super User
Step by Step Analysis
Requirement: Don’t allow the user to use more than 1 qty in Order line Qty field
during creation of a sales order.
Solution:
Step -1:
Go to the specific form where you
need the changes
Here in this case this will be the Sales Orders form and then Line Items tab.
Then we need to note down the block
and field name which is needed in next steps.
So keep the cursor on the required
field and then Go to Help à Diagnostics à Examine
Note down
the Block and Field value.
Step -2:
Help --> Diagnostics --> Custom Code --> Personalize
Step – 3:
Fill the
Rule section
Step – 4:
Fill the Condition
section
Step – 5:
Fill the
Actions section
Step – 6:
Fill the
context As you need.
Save this.
Log out of
the application and login again, then in Sales Order line item tab enter Qty
field value as 1 and try to save, you can see the message.