FORM PERSONALIZATION
Why Personalization?
Disabling the fields.
Implement zoom functionality. (Calling one form from another form.
Change prompt values.
Display custom message and
Create custom menus for a particular form.
Form Personalization and [Link] are two utilities provided by oracle e-
business suite to alter the standard behavior of user interfaces.
Personalization [Link]
Form Personalization is [Link] is a
graphical user interface. programming linked library.
(Achievable from front end)
Multiple developers can work Only one developer can work in
simultaneously. [Link]
Form personalization changes [Link] changes preview
can be previewed using in not possible. The library
Validate button. needs to be compiled every
time you make changes.
A menu cannot be disabled Menu can be disabled
conditionally in the form conditionally through
personalization. [Link]
Form personalization has less [Link] has more
precedence over [Link] precedence over form
personalization.
Personalization will store who Where as in [Link] we
columns with which we have the don’t have that ability.
ability to track who created and
modified it.
Navigation to Personalize.
Form Help Diagnostics Custom Code Personalize.
On Clicking personalize.
We can get function name and form name.
Seq: Give any number, But Unique
Description: Content Name
Level: Form and Function
For Single Form there may be single/Multiple Function.
Form Level: Personalize changes will reflect to all the functions.
Function: Personalize changes will reflect to particular the functions
Condition: Trigger (When action needs to be taken).
Action: Define what action.
Trigger Event:
WHEN-NEW-FORM-INSTANCE
Whenever the form is opened, a trigger will happen.
WHEN-NEW-BLOCK-INSTANCE
Header Block, Line Block and Distribution Block.
WHEN-NEW-RECORD_INSTANCE
When we try to create a new record, a trigger will happen.
WHEN-NEW-ITEM-INSTANCE
Whenever cursor goes to text field. (Eg: Description, Type)
WHEN-VALIDATE-RECORD
When we make any changes in record.
Hide the fields.
In this we have disabled the header level description field in PO
Requisition form.
Go to personalize.
Enter a seq value and meaning description.
Condition, Whenever the form open header description should not display.
Action, create as it is in below.
Click apply now and save.
Change Field Prompt.
In this, we have changed the prompt name (Number to Requisition
Number).
When: Whenever the form opens it should show.
Go to personalize.
Add the action in existing personalize condition. Because we already have
when-new-form-instance added.
Display and Enable Description Field.
In this, we must show header description.
When: Create record – Line Level
Go to personalize.
Add new record, define condition.
o Trigger Event: WHEN-NEW-RECORD-INSTANCE.
o Trigger Object: LINES
Define Action
To Enable Description, add new action.
s
Click Validate and Save.
Before Creating lines.
After Creating Lines
Setting Default Value.
In this, we set a default value for line level (item, quantity, unit price).
When: Create record – Line Level
Purchase Order Screen
Go to personalize.
Add new record, define condition.
Define action for the three field (using property name “INITIAL VALUE”)
Action Property: Message
In this, we are going to show message and error message.
When: While forming opening
Go to Personalize.
Add new record, Define condition.
Show Message
Define Action.
Result.
Error Message
Go to personalize.
Add new record, define condition.
Define action.
Result
SPECIAL Trigger Event
Menus: -
Tools - 15 options (SPECIAL1, SPECIAL2…… SPECIAL15)
Reports - 15 options (SPECIAL16, SPECIAL17………SPECIAL30)
Action - 15 options (SPECIAL31, SPECIAL32………. SPECIAL45)
Adding Menu Options
Add Reports Menu
When: While Opening Form
Go to personalize.
Add new record, define conditions.
Define action.
Action Type: Menu
Menu Entry: SPECIAL16
Menu Label: SRS Window ( Submit Request )
Result
Define action to created menu label SRS Window.
Add new record, define condition.
Trigger Event should be menu entry name of menu label SRS Window.
Define action.
