1. 1 OA Framework & Forms Personalizations - Release 12 August 15, 2008 Crystal 10:10 AM – 10:50 AM Presented By Ranga Santhanam rsanthan@astcorporation.com

2. 2 Agenda Introduction Road Map to Personalization What Does OAF Personalization Offer? OA Framework – Example What Does Forms Personalization Offer? Forms Personalization Components Forms Personalization – Examples Forms Personalization – Do’s and Don’ts Questions and Answers

3. 3  What is Personalization?  WYSIWYG  Process of bending E-Business Suite like a Desktop  Forms Vs OA Framework  Why Personalization?  Alter the look and feel of the UI  Alter the layout of a page  Add new contents  Add business logic  Override/extend seeded logic  What are the benefits?  Minimal technical knowledge  Upgradeable  Portable  Embellish your pages Introduction

4. 4 Road Map to Personalization

5. 5  Profile Option – Personalize Self-Service Defn  Context sensitive – Function, Site, Responsibility  With personalization you can -  Add Tips  Show hidden fields  Hide fields  Rename fields  Default values  Rearrange contents  Can be undone  Functional Administrator What Does OAF Personalization Offer?

6. 6 OAF Example – Adding Checkbox

7. 7 OAF Example – Adding Checkbox

8. 8 OAF Example – Adding Checkbox

9. 9 OAF Example – Adding Checkbox

10. 10 OAF Example – Adding Checkbox

11. 11  Profile Option – Hide Diagnostics menu entry & Utilities: Diagnostics  Context sensitive – Site, Responsibility, User  Achieved through  Rules  Events  Conditions (Optional)  Action  Can be undone  Prior knowledge of PL/SQL, Forms & AOL required.  Event based firing What Does Forms Personalization Offer?

12. 12  Sequence Number  Description  Trigger Event  Trigger Object  Condition  Processing Mode  Context Forms Personalization Components - Rules

13. 13  Sequence  Description  Property Setting  Show/Hide field  Updateable/Non-Updateable  Mandatory/Optional  Prompt  Change default where clause  Execute Built-In  Form built-ins  Execute procedures (Including FND functions)  Alter LOV Query  Display Messages  Enable a menu entry Forms Personalization Components - Actions

14. 14  Cannot create new field  Cannot display individual flexfield segments/attributes  Cannot change the datatype of the item  Cannot hide item in focus  Cannot change graphics and frames  Cannot move item between canvases  Avoid using Special menu items instead use Menu  Cannot use Global and Parameter Forms Personalization Limitations

15. 15 Forms Personalization Example1 – Add Menu Entry

16. 16 Forms Personalization Example1 – Add Menu Entry

17. 17 Forms Personalization Example1 – Add Menu Entry

18. 18 Forms Personalization Example1 – Add Menu Entry

19. 19 Forms Personalization Example1 – Add Menu Entry

20. 20 Forms Personalization Example1 – Add Menu Entry

21. 21 Forms Personalization Example 2 – Customize LOV

22. 22 Forms Personalization Example 2 – Customize LOV

23. 23 Forms Personalization Example2 – Customize LOV

24. 24 Forms Personalization Example3 - Others

25. 25 Forms Personalization Example3 - Others

26. 26 Forms Personalization Example3 - Others

27. 27 Forms Personalization Example3 - Others

28. 28 Forms Personalization Example3 - Others

29. 29 Do’s and Don’ts  Use Messages (Forms) as debugging tool  Restrict to Responsibility level  Test personalizations thoroughly after upgrades  Do not try to replace Custom.pll  FNDLOAD to move across instances  Ensure data integrity

30. 30 Questions and Answers Questions and Open Discussions Contact Information Ranga Santhanam Email: rsanthan@astcorporation.com Phone: 630-778-1180 Presentation Copy www.astcorporation.com/papers/ncoaug