oaf personalizations - quick innovation wins

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OAF Personalizations - Quick Innovation Wins

October, 2020

Susan Behn

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Copyright ©2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

About the Speaker – Susan Behn

■ Oracle ACE Director

■ Over 28 years E-Business Suite development and support

■ Member-Oracle Proactive Support Customer Advisory Board

■ Member – EBS ATG Customer Advisory Board

■ Chair-Oracle E-Business Suite User Management SIG

■ Webmaster-Texas-Louisiana Oracle User Group TLOAUG

■ Treasurer – Dallas Oracle Users Group – DOUG

■ Board Member – Customizations and Extensions SIG

■ 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

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Copyright © 2020 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.

About Infosemantics

■ Established in 2001

■ People First

■ Global Reach – Offices in US (DFW, LA, Chicago), Singapore, Philippines, and India

■ Broad base of Commercial, Federal and Public Sector clients

■ www.infosemantics.com

http://www.infosemantics.com/

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Agenda

■ Personalizations Overview■ Profile Options■ Examples

■ Change the font/color of a field■ Enable DFFs■ Change the number of rows displayed per page■ Change the sorting for a table■ Make a field read only■ Export button – Classic personalization and Workbench personalization example■ Make a field required■ Receivables Account Analysis – add fields, re-sort, export■ Model Personalization – add an adhoc query and table to a page■ Rich table interactions

■ Undo and Copy Personalizations■ Migration Between Instances■ References

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Profile Options

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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

■ FND: Enable Personalization Workbench 12.2.7+■ Yes – Navigates to the personalization workbench

▸ If set to yes, ignores Personalization Region Link Enabled

■ No – Navigates to the classic page hierarchy

■ Disable Self-Service Personal■ Yes will disable all personalizations at any level

■ FND: Diagnostics■ Turns on ‘About this Page’ and ‘Inspect MDS Contents” buttons

▸ Inspect MDS Contents shows Rich Table Interaction personalizations

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Profile Options

■ FND: Personalization Document Root Path

■ Required to migrate personalizations

■ Set this profile option to a tmp directory with open (777) permissions

■ FND: OA:Enable Defaults

■ Set to Y or N at the site or responsibility level

■ Determines whether default values specified in personalizations are applied to your pages

▸ Also see references for issues with default values

■ FND: Enable Touch Gestures

■ Set to true to enable gestures

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Profile Options

■ FND: Enable Rich Table Interactions

■ Set to Yes to allow users to dynamically resize tables and change column order using mouse

■ Oracle Applications Look and Feel profile option should be null (default)

■ Not set (null), implies the standard for the release

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Profile Options

■ TIP – Change profile options in Functional Administrator → Core Services →Profiles for better performance ■ Sometimes changing profiles through System Administration requires clearing

cache▸ This is not consistent

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Profile Options

■ When you need to clear cache

■ (Sometimes when changing profiles through System Administration)

■ Go to Functional Administrator – Core Services → Caching Framework

■ Click the “Clear All Cache” button

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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 and bottom of

the page

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Change Field Fonts and Colors

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Change the font/color of a field

■ You can change fonts/colors by changing the CSS Class property

■ In this example, we will highlight the Invoice Amount Limit Field

■ Click on settings → Personalize Page

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■ Find the row in the personalization structure and click the pencil to edit

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■ Change the CSS Class property to RGB21 at the desired level (site, organization or responsibility), then click Apply

■ Back on the personalization context page, click “Return to Application”

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■ Now the field is highlighted in yellow

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How to Find CSS Style Samples

■ System Administration → OA Framework Utilities → FWK CSS Style Lookup

■ Choose an item style and a Style Type to see a specific sample or “All Styles” to browse the options

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Display a DFF

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Add a DFF to an OAF Page

■ Buyers work center → Distributions

■ Needed DFF enabled

■ Click Settings → Personalize Page

````

We want the

DFF to be

enabled in

this table!

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■ Click Complete View, then Expand All

■ Find the Advanced Table for the Purchase Order Distributions and click the Create Item Icon

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■ Make sure item Style is “Column” and provide your own ID

■ Leave the default values for all other fields and click apply

■ On the personalization structure page, choose the “Create Item” icon for the column just created

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■ Choose “Flex” as the Item Style.

■ Then complete the following fields

■ ID

■ Appl Short Name

■ Display Context Field

■ Name

■ Segment List

■ View Instance

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■ The DFF is now visable

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Change Number of Rows Displayed

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Example – Change Number of Rows Displayed

■ In many forms, you may want to display more than the default 10 rows –Purchase orders in this example

■ In earlier versions, this is a link in the header

Click on the Personalize

Page link

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■ Find the Advanced Table for Purchase Order Headers

Click the pencil to

edit

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■ Update “Records Displayed” with the desired number, click “Apply” and then “Return to Application”

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■ Form now shows 20 records at a time

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■ 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 – Number of Rows Displayed – Vertical scroll in 12.2.5

■ Starting in R12.2.5, you can set the number of rows higher with the new vertical scroll bar

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Change Sort Order

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Change Sort Order 12.1+

■ Click the gear icon and then choose personalize page

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■ Choose “Table” as the style and click the pencil to personalize

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■ Scroll down to the Query property and click the icon at the applicable level

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■ The default sort is descending creation date

■ Use the drop down fields to modify as needed

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Read-Only Fields

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Make a Field Read-Only

■ This requirement is to make the “Ship Via” field read-only for a specific responsibility

■ Click the button to personalize the page and find the field in the personalization structure, then click the pencil

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■ Set the Read Only property to True at the responsibility Level

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■ Now you can see the field is not enterable or updateable

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Create an Export Button

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Export Button – Classic Personalization

■ Create an export button to get a complete list of AME transaction Types

■ 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”

4

1

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■ Click the “Create Item” icon for the Transaction Type Header

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■ Choose Item Style “Export Button”

■ Make sure Export All Rows is true

■ 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

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■ Clicking the new “Export Transaction Types” button will export data to a .csv file

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Personalization Workbench

■ The personalization workbench can be used to create the following personalizations

■ Change region header icon

■ Reorder regions

■ Reorder items within a region

■ Rename headers and item labels

■ Mark required fields of non-mandatory items

■ Alter the CSS on an item

■ Specify a default value

■ Define tips (inline and usage help)

■ Add new items

■ Create a new flexfield in a region

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Export Button – Personalization Workbench

■ If you prefer to use the classic view, click the “Classic Personalization” button or set the profile option FND: Enable Personalization Workbench to no

■ Click the window for the level

▸ Site, Function, Responsibility or Organization

▸ Highlight the item to personalize■ The personalization structure for that item appears on the right

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■ New user interface for personalizations

■ Drag and drop component needed to the location it should land

Double click export

button, then drag

and drop to

location

Click and hold export button,

then drag and drop to location

below table.

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■ After dropping the component in the correct location, the properties page will pop up.

■ Enter ID, Text, View Instance

■ Set Export all Rows to True

■ Set Rendered to SPEL

■ Return to the application and the button will appear

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Personalization Workbench 12.2.9

■ In 12.2.9 the component and properties palettes are moved to the left

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■ The accordion features allows the user to expand the properties or components palette using arrows

■ Components are displayed as icons

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■ Rich table interaction allows the user to hide or resize the left panel

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Make a Field Required

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■ Requirement is to make the terms field required at the site level

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Make a Field Required – Classic Personalization


■ Find the Message LOV Input for Terms and click the pencil to edit

■ Set Required to Yes at the site level

■ Click the Apply button and then the Return to Application button

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Make a Field Required – Personalization Workbench


■ Click on the field at the level you want to personalize – The responsibility level in this example

■ You can see Required is currently set to No

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Make a Field Required – Personalization Workbench

■ Set required to yes

■ Click the Save button

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■ This is the form after the personalization

■ The asterisk next to the terms field indicates this field is now required

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Account Analysis – Add Fields to View

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Receivables Account Analysis

■ Account analysis screen in Receivables

■ Receivables→Inquiry→Subledger Accounting→Journal Entry Lines

Don’t need

Supplier name in

Receivables

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■ Click the gear and chose “Personalize Page”

■ Search for the Style = “Table”, then click the icon to View in Hierarchy

View in

Hierarchy

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■ Then click the arrow to expand the table

■ This is a partial view of fields available in the table

■ Click the pencil and set rendered to true or false as needed

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■ The following changes were made at the Responsibility Level

■ Removed Supplier Name

■ Added Customer Site Name

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Payables Account Analysis

■ Account analysis screen in Payables –

■ Payables→Subledger Accounting→Journal 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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Payables Account Analysis

■ Follow the same process to display supplier name and transaction number

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Add a Table using Ad-Hoc Query

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User Management – Model Personalization/Adhoc Query

■ User Management → Roles

■ You can go to Security Reports to run a report of users with specific roles, but it would be convenient to see it on this page

■ This requires a Model Personalization

■ Before starting the personalization, let’s gather some details from About this Page

■ Query a Role and click the Pencil to edit

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■ Click the about this page link

■ Gather the information needed as shown on the next slide

■ Then click Settings → Personalize Page

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■ This is the page definition from the about this page link

■ Click the Expand All link

■ See the View Objects that are shown in blue indicating they are hyperlinks

■ We will need to use the name later in the personalization in a SPEL format which is ${oa.WfRolesEOVO1.Name}

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■ In the personalization structure, click the Model Personalization Button

■ Then click the Create Button

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■ Create the Dynamic View Object as shown here ■ SQL Query - See the

PPT notes for the query

■ Bind Variable comes from the About this Page Link▸ ${oa.WfRolesEOVO1.Na

me}

■ Note the names of the view attributes which will be used later to populate the columns in a table with this data

■ Click apply

Bind parameters will

be requested based

on query

Attributes come

from query

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■ Click the Return to Personalize Page link

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■ At this point, I strongly recommending returning to the application to check for errors before completing the rest of the personalization

■ If your model personalization is correct, the page should appear normal

■ If you get an error similar to the error here, this issue needs to be resolved before moving forward

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■ If your model personalization does not generate an error, click on settings → Personalize Page again

■ Back in the personalization structure, click the Complete View Radio button, then click the Create Item icon for the page

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■ Create a table to hold the 4 fields selected in the adhoc query created

■ Select the Advanced Table Item Style

■ Enter the ID, Text and View Instance created earlier

■ Click ApplyThis is a view of the

attributes near the top of

the page

This is a view of the

attributes near the

bottom of the page

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■ Back in the personalization structure, search for the Advanced Tables

■ Click the View in Hierarchy Icon

■ Click the create item icon on the table to create the fields for the columns

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■ Only enter the ID field

■ Click apply to save each column

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■ Back in the personalization structure, you can see all the columns have now been created for the advanced table

■ The next step is to create headings for each column

■ Click the create item icon on the column header

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■ Choose the sortable header Item Style and then enter only the id and the prompt

■ If you want it sortable, scroll down and set Sort Allowed to “yes”

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■ The next step is to populate each column with data

■ Click the create item icon to create the message styled text to populate each column

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■ Now Create the Message Styled Text for Each Column

■ Chose Message Styled Texted as the Item Style and enter the ID, View Attribute and View Instance details from your adhoc query

■ If you want it sortable, scroll down and set Sort Allowed to “yes”

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■ These are the final two message styled text items

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■ Final Personalization Structure View

■ Click on the Return to Application button

■ TIP – Remember, if you want any of your columns to be sortable, set the Sort Allowed property to “yes” for both the Sortable Header and Message Styled Text

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■ Final Personalized form with table shown

■ Click the detach table icon to pop out the table

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Finding SQL for Model Personalizations

■ Go to the Security report table and run a list of users report for a specific role

■ Choose the option to generate offline

■ Click Go

■ Click the details icon

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Finding SQL for Model Personalizations

■ Click the View Log button which will show the sql

This is a partial view of

the log. You can cut

and paste the sql from

here

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Enable Record History

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Example – Enable Record History

■ 12.0.6+ Set FND: Record History Enabled to Yes to enable record history for a Header, Table or Advanced Table region

■ Customer table without history enabled

■ Customer table with history enabled

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■ If the profile option has no impact, try a personalization

■ Click the personalize page link for an OAF form

■ In this example, Tax Manager → Tax Configuration

■ Select a country to query tax regimesClick on the Personalize Page

link

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■ Select “Table” for the Style and click “Go”

Click the pencil

to edit

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■ Set “Record History Enabled” to “true” and click “Apply”

■ Click “Return to Application”

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■ 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 the next example

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Enable Record History by Manually Creating Fields

■ If the enable record history property does not work, create the fields manually similar to modal personalization example earlier in this presentation

■ For the exact instructions, go to the OAUG Conference Paper Database at https://oaug.org/education-events■ Search for my presentations and find the presentation at Collaborate 17

Must login as OATUG member to download presentationsAlso available at www.infosemantics.com

https://oaug.org/education-events

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Rich Table Interactions

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Accessibility Features

■ To enable Hgrid Rich Interactions, make sure accessibility mode is set to none

■ Go to Settings → Preferences

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Rich Table Interactions Video clip

1. Move-drag and drop

2. Hide column

3. Freeze column

4. Unfreeze

5. Gear – move columns

6. Change column width

7. Reset

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Admin Personalization Using Functional Administrator

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Personalizations Using Functional Administrator →Personalization

■ Functional Administrator → Personalization → Application Catalog

■ You can query all OAF pages by Application – page names are fairly intuitive

Use <CTRL>F to find specific

pages such as all pages with

/oracle/apps/icx/por/req/webui/Re

q since no wildcards can be used

in the document path

Note application name

starts with “Oracle”

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Undo and Copy Personalizations

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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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■ What if you really messed up? ☺

■ You created an item, clicked “Return to Application” and get the Error Page

Click the

Personalization Tab

This is why

you want

the FND:

Diagnostics

profile

option set

to yes!Click the About Previous Page link

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Click the Manage Personalization

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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■ Click the copy icon for the personalization you want to copy

Copy the

personalizations to

change # of rows

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■ Add the responsibility as needed to copy the personalizations

■ Note you can also remove responsibilities from this page

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Migrating PersonalizationsTips

References

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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

■ To import/export using a script, see MOD Doc ID: 344204.1 (How to use XMLImporter/XMLExporter to import/export personalization) which can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=344204.1

https://support.oracle.com/epmos/faces/DocumentDisplay?id=344204.1

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Potential issue when upgrading to 12.2.8

■ Consider deleting personalizations on the home page and re-creating after upgrade

■ Experienced this issue with 12.2.5. to 12.2.8 and 12.2.6 to 12.2.8

■ Error after login:

■ Used SQL to set “Disable Self-Service Personal” to “Yes”

■ Deleted Personalizations

■ Set “Disable Self-Service Personal” back to “No”

■ Recreated personalizations

■ This issue has been reported to Oracle Support

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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■ Oracle Support Document 1292611.1

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1292611.1■ MOS ID: 2289685.1 (Oracle Application Framework Profile Options, Release 12.2.7)

■ https://support.oracle.com/epmos/faces/DocumentDisplay?id=2289685.1

■ MOS ID: 807319.1 (Oracle E-Business Suite Release 12.1 and 12.2 Transfer of Information (TOI) Online Training) ■ https://support.oracle.com/epmos/faces/DocumentDisplay?id=807319.1

■ Previous Infosemantics Presentations on our web site■ EBS – OAF Personalization Examples – great rewards with low effort■ Even more Forms and OAF Personalization Examples-2015■ Customization Reduction with Forms and OA Framework Personalizations R11i/R12■ Ten More Forms and OAF Personalization Examples – Version 3…Updated for R12.2■ Ten New Forms and OAF Personalization Examples for R12.1




http://infosemantics.com/downloads/OAFPersonalizationsGreatRewardsJuly2016.pdf

http://infosemantics.com/downloads/FormsandOAFPersonalizationsVersion4Sep2015.pdf

http://infosemantics.com/downloads/2011_OAUG_CustomizationReduction.pdf

http://infosemantics.com/downloads/FormsandOAFPersonalizationsVersion_3_07_2014.pdf

http://infosemantics.com/downloads/TenNewPersonalizations.pdf

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Copyright © 2020 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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