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Forms Personalization in Oracle HRMS
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Written by Anil Passi
Encumbrance
Thursday, 07 September 2006
Migration to Oracle
For quite some time I was thinking about publishing an article about forms personalization in Oracle HRMS.
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The Metalink note on Forms Personalization is helpful, but what it lacks is a pictorial approach to implementing Forms Personalizations. I am a visual animal, so I like to explain in that manner too. My first article in the series of Forms Personalization is in response to a question raised in Oracle Forum under Oracle Human Resources (HRMS ). As per the Oracle forum request, If the Person Type is Employee, their clients wants Person Title field to become Mandatory ( lets assume it is the title field for now). When the Person Type field changes to a value that is anything but Employee, the person title field should then toggle back to become optional. Please note that when Person type Employee is selected, value in field
PERSON.D_PTU_USER_PERSON_TYPE is assigned a value of Employee
Now the requirement is that for Employee field PERSON.D_TITLE must be made mandatory. There are two possible ways the Person Type can change. Either by picking a dropdown list of Action (e.g. Create Employee) or by directly picking up a value from LOV on field Person Type for Action. Whenever the person type changes, WHEN-NEW-ITEM-INSTANCE is fired for one for the below fields(depending upon how its changed). Hence forms personalization must check conditions for below three fields
Oracle Workflow Training Lesson 1 Oracle Account Generator Workflow Example Technical Interview Questions in Oracle Apps Oracle Workflows Training Lesson 2 Oracle Workflows Training Lesson 3 Future of TCA Fusion & Release 12 A New Custom Form in Oracle
The demo below contains conditional check on WHEN-NEW-ITEM-INSTANCE of PERSON.PTU_ACTION_TYPE
When implementing this, you will have to replicate the steps in the demo for WNII on both PERWSHRG.PERSON.D_PTU_USER_PERSON_TYPE &
PERWSHRG.PERSON.SHOW_NUMBER I have tested the steps below myself, and they appear to work. OK, here we go..... STEP 1 Create Personalization as below( to make Title field mandatory) Sequence: 50 Description: Make Person Title Mandatory when Person Type is Employee. Trigger Event: WHEN-NEW-ITEM-INSTANCE Trigger Object: PERSON.PTU_ACTION_TYPE Condition: ${item.person.d_ptu_user_person_type.value} = 'Employee
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Check if Person Type is Employee in When New Item Instance
Descriptive Flexfields Descriptive Flexfield Basics in Oracle Apps Forms Customization Steps in Oracle Applications
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Make Title mandatory when Person Type is Employee
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STEP 2 Create another Personalization as below ( to make Title field Optional) Sequence: 51 Description: Make Person Title Mandatory when Person Type is Employee. Trigger Event: WHEN-NEW-ITEM-INSTANCE Trigger Object: PERSON.PTU_ACTION_TYPE Condition: NVL(${item.person.d_ptu_user_person_type.value},'xxyyzz') != 'Employee'
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Check if Person Type is anything other than Employee in When New Item Instance
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Make Title option when Person Type is not Employee
Anil, iam getting a ora 00911 error for the conditions.Any checks on the syntax?
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... written by Anil Passi , December 06, 2006 Hi Gayathri, Invalid Character can be caused due to various reasons. Please email me the screenshot. You can also trace the Forms session, and see the last executed SQL when eorror occured. However, this error may not always occur from SQL, this can also be raised if you assign character value to a Numeric form field. Thanks, Anil Passi
Order to Cash End to End Cycle
...
Functional
written by gayathri , December 06, 2006
Documents
Anil, iam getting a ora 00911 error for the conditions.Any checks on the syntax?
Forms Personalizations Training Seminar in Denmark
Network Latency Tests in Oracle EBS Oracle ACE Invoke Discoverer Report from Oracle Applications Create LOV based field using Personalization in
Hi Gayathri, Invalid Character can be caused due to various reasons. Please email me the screenshot. You can also trace the Forms session, and see the last executed SQL when eorror occured. However, this error may not always occur from SQL, this can also be raised if you assign character value to a Numeric form field. Thanks, Anil Passi
OA Framework Steps to create
...
Descriptive
written by sreedevi u , February 01, 2007
Flexfields [DFF] in a
Superb. Anil Thanks a lot for your documentation. You are a genious.
Custom Forms Basics of Accounting in Oracle ERP/EBS Part II Case Study and Powerpoint Presentation Pooled Account in Oracle Payables Contingent Worker in Oracle HRMS CUSTOM.pll versus Forms Personalization Forms
... written by Anil Passi , February 12, 2007 Hi Anil, You can have this segment in context sensitive for this responsibility by following guidelines in this link below. http://oracle.anilpassi.com/smart-descriptive-flexfields.html for the responsibility specific context, you can attach a table type value set which reads the values of that column itself from the same table. Hence, although user will be able to edit the Flexfield BUT value set will enforce the selection of current value within the field itself. You valueset will look like select attribute1 from tablenameofDFF where rowid=:block.row_id thanks anil passi
Personalization Best Practices
Preserve Customizations to Oracle Workflows
... written by Archana , February 23, 2007 What version of Oracle Apps support the Form Personalization?
Debug Forms in Oracle eBusiness
...
Suite
written by Anil Passi , February 24, 2007
OA Framework
Hi Archana,
Extensions Audit Changes in
I started seeing this from 11.5.10
Oracle HRMS Flow of Accounting
So, 11.5.10 it is !
in Oracle Applications
Thanks
Triggers in Oracle
Anil
HRMS and Payroll
Dynamic Triggers in HRMS Payroll Demo Factors effecting SQL Results in Oracle Apps Workflow Different Roles, Types of notifications, Events and Workflows Best Practices Build Workflow Approval Dashboard using CRM HTML
... written by Anil Passi , June 20, 2007 Hi Rob CUSTOM.pll and FP can both be disabled for a session by turning Custom Code off, from Help Menu. I do not think that applies to you though. Please close the form and re-open after clicking on APPLY. I have tried this on Lookup screen, and data is indeed getting saved from WVR trigger Thanks Anil
Administration and Personalization
...
Move OA
written by Sashi Sabnavis , August 17, 2007
Framework
Hi Anil,
personalizations
You are doing an awesome job.
from one environment to
Didnt know where exactly to post my question, hence posting it in this section as it seems to be more relevant.
another User Productivity Kit
I need to display a message whenever a record is fetched on the People Form in HR. For this purpose, I have configured the "Maintain Pop Up
Message : A user defined message, which was configured in the application dev responsibility.
Picklist/Dropdown
Formula : I have not used any Formula. The message should display without any further criteria
list field to OAF
Screen using
After configuring the form this way, I expect the Message to throw up when I navigate to the People Form. But it wouldnt happen. Could you please
extension/Personaliza
let me know the reason for the same? Are there any profile options which need to be enabled for this purpose?
Defaults in OA Framework -
Please advise.
Concepts and practical approach
Thank you,
Personalization link
Sashi.
does not appear
despite setting profile User Level PersonalizationsFolders in OA Framework
... written by Ravi Anand Singh , August 31, 2007 Dear Anil Sir, I am working in oracle HRMS as technical person, I want to Know about the Forms Personalization in Oracle HRMS, Sir Can you send me any documents in Forms Personalization in Oracle HRMS. I am very much thankful to you.
Shared Folders in OA Framework
HR employee self-service customizations
Troubleshoot
written by AK , November 16, 2007
Business Event
hi Anil,
Subscription Processing
i am currently customizing the HR Employee Self service module(leave of absence screen).
apps version 11.5.10.2 the user puts in a leave application(EG Annual leave). once it gets approved by supervisor the user can view the details through Navigation Path: HR employee self service -> Leave of Absence-> view ->current and planned absence. there is a delete button available in the screen. i need to customise it in a way that whenever user deletes an approved leave the supervisor should be notified via an email. how to achieve this. Any pointers will be highly appreciated Thanks Anil regards kumar
Integration of punch card details and absentees etc.to Apps module
written by Anita , December 11, 2007 Hi, Can you provide me information regarding Integration of Punch card timming details and absentees details,leave details with Oracle HRMS module. What modules are requuired inorder to integrate. what are the field which can be Integrated like Name, Timmings,etc What are the features in Oracle Apps HRMS module. Does any other module other than core HRMS required inorder to integrate.is OTL module required for this. Can i have any doc or ppt on this maodule regarding the features init. If any ppt describing the features which benifit or represent the module details. Thanks Anita
Forms personlization When-validate-item
written by Runa Shrivastava , December 13, 2007 Hi Anil, I tried out the example that you have written above. The only issue I faced was that I too was getting ORA-00911 error for the conditions. I changed the condition to :person.d_ptu_person_type = 'Employee' instead of the $item and it worked. Just an FYI. Secondly I have a WIP form which does not save but instead has a 'Continue' button to perform job completion. I want to validate the value of a job and prevent user from Continuing. Now since I dont have Save I cannot use WVR. I will have to rely on WNI on the subsequent items, but that would be unreliable if the user navigates through mouse. Can I use WVI or some other trigger? Thanks Runa
Need Document on how to develop a new form
written by shobana , December 18, 2007 Hi Anil, I have read your few materials, they are really very useful and easy too. I would like to build a new form, I have not developed any forms before, It would be great if you could send me some documents or materials or interactive assignment which explains the steps in creating the form Thanks
how to make the mandatory field from form personalization
written by pandu , December 24, 2007 Can we use forms personalization to make the revision field mandatory is all the PO types: Blanket Purchase Agreements Blanket Releases (should default from the BPA) Standard PO *HOW CAN WE DO THIS TASK.. CAN U EXPLAIN ME BRIEFLY VTH NAVIGATION AND THE SCREEN SHOTS
PANDU..
Getting errors while hiding text-item on form (PERWSHRG) through forms personalization. written by Roshan , February 26, 2008 Hi Anil, I am trying to hide text fields in from PERWSHRG through from personalization, but getting these errors. Frm-41034-A call to SET_ITEM_PROPERTY attempted to set the Navigable attribute of a non-displayed item. Frm-41017-Application design error. A SET_ITEM packaged procedure tried to turn on the Update Allowed property of a non-enterable item. Frm-41316-Cannot set DISPLAYED attribute of the current item". Can u guide me why these errors are coming, one more thing, one of the text items, I want to hide is the first item in the tab page. Thanks and Regards, Roshan
Custom form called from Standard apps form - sales order entry form written by indu , March 16, 2008 Hi Anil, u'r site is excellent.i need help. requirement is i need to call the custom form suppose TESTING_CUSTOM_CALL_FORM.fmb from sales order screen(OXOEORD.fmb) with parameter as order_number passed from order screen. I used form personalisation to set up the Special -> TESTING under TOOLS menu of Sales order, that will call my custom form when user clicks under the TOOLS->TESTING_CUSTOM_CALL_FORM but don't know how to pass parameter between the standard and custom form in forms personalisation. Can you please explain. Thanks a lot.
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Oracle Apps Forms Personalization - (Demonstrated Example - (Shipping and Transaction Form) - Using Zooming, Global Variables, Local Variables, Passing Parameters Etc.,)
Oracle Apps Forms Personalization - (Demonstrated Example - (Shipping and Transaction Form) - Using Zooming, Global Variables, Local Variables, Passing Parameters Etc.,)
