Wednesday, December 10, 2014

Form Personalization with Examples


Form Personalization:

 

  1. Form Personalization is a feature in Oracle Apps that allows us to change the behavior of form based screens.
  2. It can be moved easily through FNDLOAD from one instance to another, It can be restricted at   Site/User/Responsibility Level.

What can be done through Form Personalization?


1.        Zoom from One form to another.

2.        Pass data from one form to another through global variables.

3.        Enable/Disable/Hide fields dynamically.

4.        Launch URL directly from oracle form.

5.        Call PL/SQL procedure.

Components of Form Personalization:






 

 

How To make a Field Mandatory in the Form:

 

Go for Any Perticular Form If you want to personalize, Open that form
 
 
 
Go as specified Navigation in Help ->Diagnostics-> Custom Code -> Personalize
 
 
 
Once Open That let we create 10.1 Seq For Make Field Mandatory (Make sure that This should be Enabled). 
 
Condition->Trigger Event we are selection as WHEN-NEW-FORM-INSTANCE.
 
 
 
Object_type:Item(Column)
Target_Object :MTL_SYSTEM_ITEMS.LIST_PRICE_PER_UNIT_MIP(Which field you want to make it mandatory select that column as target Object).
Property_Name:Required
 
 


 
 

 How to perform calculations in the field:

 

 

 
 





Calculations will be done through per each Record so we selected as WHEN-NEW-RECORD-INSTANCE


 
Let we calculate this in attirbute_13 in PO_LINES
 
 
 



Meaning of Special fields in Form Personalization:


•      Menu(1-15) will be in tools

•       Populate tools menu (SPECIAL 1-15)

•       Populate reports menu (SPECIAL 16-30)

•       Populate actions menu (SPECIAL 31-45)

•       It is recommended to use Menu before Tools

Various components used In Form Personalization:


Trigger Event  - These are predefined event. Based on the value chosen the function will execute only when that particular event triggers on the form.

Processing Mode - Query mode or Not in Query mode or   Both

Context   - At what level like user or Responsibility level

Menu      -    this is used to call one form from another. it is used to implement the zoom functionality. There are 45 menu entries which are used to call                      one form from current form.

Built In    -   It allows you to call Oracle standard built-in and Functions

 

Launch a URL









 
 

How to hide a field




 
 
 
 









 
 
  
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24 comments:

  1. franzaoracleblogJuly 30, 2015 at 3:45 AM

    Hi,





    We have a requirement to do a form personalization in the Sales order form.



    A DFF has been created at sales order line level, without attaching a value set.

    The column name of the DFF is "ATTRIBUTE1"



    Our requirement is this.

    At the time of entering the order, if the "List Price" of the sales order line is "Zero" ,DFF line should automatically update using the value " Free issue".
    At the time of entering the order, if the "List Price" of the sales order line is "Greater than Zero" ,DFF line should automatically update using the value " Sales issue".
    At the time of entering the order, if the "List Price" of the sales order line is "Less than Zero" ,DFF line should automatically update using the value " Return".



    Please guide us on how to achieve the desired behavior?





    Regards

    Dilan

    ReplyDelete
  2. Gaurav Tiwari #GTAugust 4, 2015 at 10:15 AM

    when new item instance ....LINE.DF................LINE.attribute1.............. use function(sql ) one....:- =:select Function_name(Line.Unit_selling_price) from dual;.............if function ruturn true then your second point else first point...................done

    ReplyDelete
    Replies
    1. UnknownJanuary 30, 2016 at 8:14 PM

      Hi My requirement is to Personalize sales order line level DFF based on first attribute second and third column should populate... Is this possible in Form Perosnlization.

      Delete
    2. UnknownJanuary 4, 2017 at 12:37 AM

      Yes, It is Possible using $Flex$.value_set_name.

      Delete
  3. UnknownAugust 23, 2015 at 11:34 AM

    we need validation on need by date field on the PO form. We need to restrict user to not enter date before one specific date

    ReplyDelete
    Replies
    1. UnknownAugust 23, 2015 at 12:10 PM

      need reply asap....need all the parameters which will be used to create this personalisation..like condition when the alert wil be triggered...what will be the logic...the sql query ...... also the po form has option of getting loaded from the requisition form so the need by date can come from previous form or can be entered fresh by the user on the po form...please let me know if more details are required.....

      Delete
  4. UnknownApril 11, 2016 at 10:14 PM

    Hi All,

    Is there any way to personalize approve document form? I need to disable 'Forward to' column.

    ReplyDelete
    Replies
    1. UnknownApril 11, 2016 at 10:14 PM

      Please help

      Delete
    2. Mereddy'sMay 1, 2016 at 9:54 PM

      I Guess, You can't achieve above requirement through FP. Check the feasibility through Form Customization.

      Delete
  5. UnknownSeptember 6, 2016 at 9:28 AM

    Hi All,

    Could you please help how to disable delete option for Receipt for specific OU.

    ReplyDelete
  6. UnknownSeptember 11, 2016 at 3:53 AM

    Hi All,

    Need Help FP on Invoice Form, we need to display and make mandatory the Prepayment PO Number field in Invoice Form. I am able to it in direct Invoice form. But I am not able to do it through invoice batch form. Once we enter the batch name and click on Invoices button then invoice form is open. here I am able to display the field but not able to make enable or mandatory. Please help, its urgent.

    Thanks
    Visu

    ReplyDelete
  7. Saad QaiserDecember 6, 2016 at 7:31 AM

    Hi,

    I want a user that when he is in Enter Journal form should see only his journals not other users journals.

    Please if any one know guide.

    Thanks and Regards,
    Saad

    ReplyDelete
  8. UnknownOctober 14, 2017 at 5:01 PM

    Hi,
    I have a requirement to do personalization in Iexpense in oracle r12. The requirement is have to display a warning message on XYZ company credit card responsibilities when employee enters the front page to remind the employee to change the default reimbursement currency to match the credit card statement currency.

    need help.

    ReplyDelete
  9. UnknownOctober 30, 2017 at 12:25 AM

    Hi,

    I have a requirement to do personalization in invoice form. The requirement is when payment term is changed then based on the function calculation due date will change.

    Please if any one guide.

    Thanks & Regards,
    Komal

    ReplyDelete
  10. UnknownJanuary 24, 2018 at 10:49 PM

    Hiii Guys I WILL TRAIN U IN A BEST MANNER ON ORACLE APPS PLS CONTACT ME IF ANY INTERESTED PROPLE

    8977498944

    ReplyDelete
  11. CSG SarmaMarch 15, 2018 at 9:16 AM

    Is there any priority order for the triggers in personalization?

    ReplyDelete
  12. Samrat_CApril 10, 2018 at 10:48 AM

    Can Form Personalization be used to restrict the List of values of a DFF segment on a Form

    ReplyDelete
  13. ROHIT SINGH RAJPUTJanuary 5, 2019 at 7:59 AM

    I want to apply personalisation on receipt form in Oracle apps receivables so that new receipt should not be created, reversed or applied against inactive customers but if receipt was created when any customer was active and then customer is inactive, in this case receipt should be applied or reversed against that customer

    ReplyDelete
  14. justForFunSeptember 18, 2019 at 10:33 AM

    This comment has been removed by the author.

    ReplyDelete
  15. sudhakarDecember 18, 2019 at 8:35 AM

    Hi, thanks a lot

    I have one task

    In personalization how to enable second field when we click on first field

    Please give solution if anyone knows

    Thanks
    Sudhakar

    ReplyDelete
  16. UnknownJune 9, 2020 at 9:20 AM

    Hello
    I have two forms A and B
    I want to apply personalisation on 'A' that is oracle standard form , I want this personalisation on 'A' when i call form A from form B

    ReplyDelete
  17. UnknownNovember 19, 2020 at 3:54 AM

    Where r u from

    ReplyDelete
  18. JeffApril 21, 2022 at 10:22 AM

    Is there a way to add a new menu item that the user can execute regardless of which form is current? For example, the Help -> Diagnostics -> Trace menu is available site wide for all forms. Forms Personalization is good only for personalizing a single form. I want something that will be available all the time.

    ReplyDelete
    Replies
    1. JeffApril 21, 2022 at 4:51 PM

      I found FNDMENU.mmb but I don't yet know how to do it with OAF forms.

      Delete

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