customization reduction

8/6/2019 Customization Reduction

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Susan Behn

Customization Reductionwith Forms and OA Framework Personalizations


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Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

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Agenda

WhyWhyWhyWhy

Business Benefit WhatWhatWhatWhat

Overview of Personalization Tools

HowHowHowHowForms Personalization Examples

OA Framework Personalization Examples

Migration to other instances References


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Business Benefit $aves Money!

Implement security policies

LessDevelopment

Time

ReduceAudit Costs

ReduceProcessing

Time

Adapt terminology to yourbusiness without coding

Attach extensions seamless processing power

Speed up data entry move or eliminate fields

Add validations reduced error correction

ReduceUpgrade Costs

ReduceTraining Time

Declarative Menu Driven ToolsBusiness User Friendly

Survives patching


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Overview

Personalizations declaratively alter behaviorbehaviorbehaviorbehavior or

appearanceappearanceappearanceappearance using tools provided by Oracle Personalization Tools

Forms personalizations

Professional Forms 6ior 10gOA Framework Personalizations

CUSTOM.pll

Programmatic tool prior to 11.5.10

Professional forms only


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Overview Forms Personalization

Requires superuser with some sql skills

Survive patching and upgrades Includes post patch/upgrade validation process

Most changes traditionally done using CUSTOM.pll

can be accomplished using Forms Personalization Effective immediately no coding, no compiling

Forms Personalizations fire prior to CUSTOM.pll for

the same event


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Overview Forms PersonalizationsWhat you can do?

Speed up data entry and processing

Hide fields, tabs Change order of fields

Set default values

Call other forms or web address from tool bar

Execute processes from tool bar

Improve security and audit controls Make fields required

Restrict insert or update

Adapt to your business rules/self training Change prompts and labels

Alter List of Values (LOVs)


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Overview OA FrameworkPersonalizations

OA Framework Personalization is for self-service

applications Introduced with 11.5.9

Apply Patch 3323690

Standard with 11.5.10 and Release 12 Requires functional superuser

Minimal technical expertise required


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Overview OA Framework Personalizations

What you can do?

Speed up data entry and processing

Reorder Columns Hide Columns

Set Initial Values

Improve security and audit controls

Remove Buttons Change Field Attributes make fields required

Adapt to your business rules/self training Change Page and Section Headers

Change Field and Column Names Change Button Names

Add Items (Buttons, Fields, Tips and more)


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Forms 6iand10gPersonalizationsSetup and Use

ExamplesTips


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Setup Profile Options FormPersonalizations

Hide Diagnostics menu entry

Set to No to see the menu Utilities: Diagnostics

Set to No to require apps password


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Accessing Forms Personalization

Access the form or function needing personalization

Help Diagnostics Custom Code Personalize


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Forms Personalization Condition Tab

Trigger event determines when the rule fires Use standard trigger events (next slide)

Use specific events unique to the form (With Caution)(With Caution)(With Caution)(With Caution) Find additional events using HelpDiagnosticsCustom CodeShow Custom Events

Trigger object depends on trigger event

WHEN-NEW-BLOCK-INSTANCE requires block name


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Forms Personalization

Standard Trigger Events

WHEN-NEW-FORM-INSTANCE

Security rules, Navigation rules, Visual attributes WHEN-NEW-BLOCK-INSTANCE

Same as WHEN-NEW-FORM-INSTANCE

Message rules

WHEN-NEW-RECORD-INSTANCEDefault values

WHEN-NEW-ITEM-INSTANCE

Message rulesDefault values dependent on entry of another item


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Standard Trigger Events

WHEN-VALIDATE-RECORD

Populate hidden fieldsAdditional validations

SPECIALn

Populate tools menu (SPECIAL 1-15)Populate reports menu (SPECIAL 16-30)

Populate actions menu (SPECIAL 31-45)

MENUnPopulate tools menu (MENU1-15)


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Forms Personalization Condition Tab

Condition

Optional SQL code fragment to limit scope of ruleUse bind variables (:block.field)

Evaluates to true or false use for complex validation

Processing ModeHow rule behaves in query mode vs entry mode


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Forms Personalization Context

Who does this rule apply to?

SiteResponsibility

User Use this for testingrules

Industry (For future use) Tip: For initialdevelopment, setcontext to your user id


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Property Actions

Sequence non unique (1 100)

Type property, message, built-in, menu Description (Optional)

Language use to change prompts for language

Prompts changedepending onaction type


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Example #1 Display Message

What

GL Journal Entry Remind users to change theperiod name the first 20 days of the fiscal year

Why

During year end close, the final period is open longerresulting in mistakes

Save time and money by reducing errors

Reduce time for training through use of automatedmessages


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How

Message appearsFeb 1 Feb 20 every year

Condition is checked when the user accesses

the journal name field

Enter

header

details


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Message Types Show Informational Message Hint Appear on status bar Error Requires user response raises form_trigger_failure

Debug Only displays if debug mode is set to Show DebugMessages Warn Informational message with caution symbol raises

form_trigger_failure

Action type= message


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Result

Click OK tocontinue


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Example #2 Data Access Restrictions

What

Restrict users from entering or retrieving their owninvoice

Why

Audit controlTheft prevention

How

Requires minimal SQL skills


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Enter header and condition tab details

WHEN-NEW-BLOCK-INSTANCE for the invoice blockcontrols access at the invoice level.


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Change the default where clause to prevent retrieval

of employee invoices based on user id

vendor_id NOT IN(SELECT vendor_id

FROM po_vendors pv ,

fnd_user fusr

WHERE fusr.user_id = fnd_profile.value('USER_ID')AND fusr.employee_id = pv.employee_id )


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Example #3 Menu Entries

What

Create a menu item to display the invoice id Why

Access to invoice id makes workflow and invoice

approval troubleshooting faster


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How

Step 1 establish the menu entry Trigger Event = WHEN-NEW-FORM-INSTANCE

Use WHEN-NEW-FORM-INSTANCE for visual changes

Such as establishing menu entries


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Menu action type only displays the menu

TIP: Use the addblock button tochoose blockswhere this menuwill be enabled or

leave null for allblocks

Note MenuEntry # forstep 2


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Step 2 create the action for the menu entry

Trigger Event = MENU# chosen in step 1


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Result

Choose

menu item


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Another Example Menu Entries

What

Create invoice tax distributions for use tax for invoices wheresales tax was not charged

Why

Less manual processing saves money

Reduces data entry time Eliminates calculation errors

How

Create a PL/SQL procedure which uses Oracle standard APIs to

calculate and create distributions Call procedure from menu item with Execute a ProcedureBuiltin


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Example #4 Masking Data

What

Mask the tax id (11i) Supplier form has moved to OA Framework in R12

Why

Compliance Secure sensitive data


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How

Change form appearance at WHEN-NEW-FORM-INSTANCE trigger


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CONCEAL_DATA = TRUE - replaces data with *

DISPLAYED = FALSE hides field completely

Use Select ByText button tofind correctobject by prompt

Dont need toknow object

name


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Result


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Example #5 Changing LOVs

What

Remove Taxpayer ID from List of Values (LOVs) forfind window

Why

Compliance

Secure Sensitive Data

Adapt to business/Reduce training time

Limit LOVs to only display data applicable to business


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Taxpayer ID is also on LOVs for find window


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HOW Use Create a new record group Builtin

Builtin

available in11i RUP4or later

Must have thesame number of

fields as existing

Record group


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Assign the new record group to the LOV used forSupplier name

Record groupcreated inprevious slide


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Result

Additional steps

Mask the tax id on the find window

Replace the tax id with the end date for the suppliernumber LOV


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Forms Personalization Other Process

Improvement Features

Utilize the following Builtins to improve process flows

Launch SRS Form runs concurrent request

Launch a Function call another form

Launch a URL call any web page

DO_KEY

DO_KEY(NEXT_BLOCK) will force query execution for find window GO_ITEM, GO_BLOCK change navigation

Use to prevent update to a field where navigation is needed topopulate

EXECUTE_TRIGGER

Execute form trigger, not database trigger

Use after setting default values to ensure internal code executes


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Forms Personalization Tips

Exit and re-open the form to see personalization

changes Use debug messages before and after events

Apply Now button - see the results

Does not always work if dependant on the results ofanother action

Turn custom code off - Help DiagnosticsCustom Code Off


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Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product names

herein are trademark, registered trademarks or service marks of their respective owners.

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OA Framework PersonalizationsSetup and Use

Examples 6 - 10

S t P fil O ti OA


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Setup Profile Options OA

Framework Personalizations

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

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

FND: Diagnostics Turns on About this Page

FND: Personalization Document Root Path (new in 11.5.10) Required to migrate personalizations

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


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OA Framework Personalizations

PersonalizeSelf-ServiceDefn = Yes

FND: PersonalizationRegion Link Enabled

= Yes

FND: Diagnostics =Yes


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OA Framework Examples

Remove a button

Change prompts Hide/reorder columns in a table

Set initial values

Display a field


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Example #6 Remove a button

How Click Personalize Page button

Start withPersonalizePage


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Biggest challenge finding the item to personalize

Simple View

Complete View

Expand All

F

Collapse All

Focus


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My favorite expand all and use F

Click pencil toedit


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Set rendered = false and click Apply button

Options for

personalizationchange based onobject type


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Example #6 Remove a button results

Click the Return to Application button

Button is gone

Showncolumn is nownull since rendered =

false


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Personalization Levels / Inheritance

Personalizations at lower levels overridepersonalizations at higher levels

Values inherit the definition from the levelimmediately above unless changed

Order of precedence from highest to lowest:

Function

Site

Operating Unit

Responsibility


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Example #7 Change Prompts

What

Change Id to Notification Id Why

Clarify description of field

Eliminate confusion

Less training

Tip: Changing prompts to your own business terminology

speeds up training of new employees and reduces error rates!


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How

Click the Personalize Page button and find the Idusing F

E l #7 Ch P t


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How - Click the pencil

Click pencil to

edit

E l #7 Ch P t


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How Change the prompt at the site level

Site LevelPersonalization

E l #7 Ch P t


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Result prompt changed

Example #8 Hide/Reorder


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Columns in a table

WhatHide the Duplicate column to prevent users from

duplicating expense reportsReorder columns

Why

Hastily duplicating expense reports increased errorrates

For the procurement card usage of iExpenses, thisfunctionality did not apply

Reorder columns to match desired data entry flow forfaster entry



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Columns in a table

How

Click the Personalize Page button

Use strategies on next slide to find the Duplicatecolumn



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Columns in a table

The button to duplicate is called a Switcher

Switchers allow users to switch to another function

Finding tip

Look for other columns in the table if searching for acommon word

Report Total

Purpose

Click pencil

to edit



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p

Columns in a table

Set Rendered= false

Duplicatecolumn is gone



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p

Columns in a table

Find the table to reorder table columns

Turn on region links to find tables easier

Click the reordericon at the tablelevel



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Columns in a table

Check personalization level

Use arrows to move fields up or down

Example #9 Set Initial Values


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What

Set the initial value for the Purpose at theResponsibility level as follows:

Expense report responsibilities

Purpose = Internet Expenses

Procurement card responsibilities Purpose = Procurement card

Why

Save time

Streamline data entry



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How

In the appropriate responsibility, click the PersonalizePage button



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Set the initial value based on the responsibility

Example #10 Add Item


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What

Add Tips to provide additional instructions

Add a tip to direct users to the corporate receivingtraining application

Why

Make new users self sufficient

Reduce training costs

Reduce errors



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p

How First create the text for the Tip through theFunctional Administrator responsibility



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p

Go to the receiving page where the tip is to beadded and click Personalize Page



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p

Find the item for tips and click the create item button

Click to create newitems such as

buttons, text,messages, tips, raw

text



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p

Enter the itemstyle, id, Text

to identify thetip and themessage

name for themessagecreated



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New tip is added

Customizations and Personalizations


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Customizations or Personalizations, whether they areprotected or non protected, allow you to

fundamentally change the behavior of theapplication.

This could interfere with intended functionality.

Use with caution!

TEST! TEST! TEST! TEST! TEST!

WARNING

Customizations and Personalizations


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THEN TEST IT AGAIN!THEN TEST IT AGAIN!

***BUT NOT IN PRODUCTIONBUT NOT IN PRODUCTION**

Migration to Other Instances


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Forms Personalizations

Download for a specific form:

FNDLOAD / 0 Y DOWNLOAD

$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES form_name=

Download all personalizations

FNDLOAD / 0 Y DOWNLOAD

$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES

Upload FNDLOAD / 0 Y UPLOAD

$FND_TOP/patch/115/import/affrmcus.lct

Migration to Other InstancesOA Framework Personalizations


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Migrate OA Framework Personalizations from theFunctional Administrator Responsibility Export to directory defined in FND: Personalization Document

Root Path FTP to target instance Import from Document Root Path directory

Summary


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Personalizations reduce customizations

Personalizations are easy to implement

Personalizations can save you money

Less customizations result in lower maintenance costand lower patching/upgrade costs

Increase compliance reducing audit cost

Speed up data entry

Decrease error rates

Reduce training costs

Make users self sufficient

References


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http://www.solutionbeacon.com/ind_pres2008.htm - Lookfor more personalization presentations/white papers

Oracle Application Framework Personalization Guide

Oracle Applications User Interface Standards for Forms-Based Products

Oracle Applications Developers Guide Oracle Applications System Administrators Guide

Oracle Applications User Guide

MetaLink note 279034.1 Forms Personalization


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Got Oracle?Got Oracle?Available at


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Get the Books!Get the Books!

The Release 12 Primer Shining a Light on the

Release 12 World

Installing, Upgrading andMaintaining Oracle E-

Business Suite Applications

11.5.10.2+ The ABCs of Workflow forOracle E-Business Suite

Release 11i and Release 12

www.solutionbeacon.com


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customization reduction

Documents