Basic Form Personalization

Basic Form Personalization steps in oracle apps

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.