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How To Change A LOV Query Using Forms Personalization

The document describes how to change the LOV query for a field using form personalization in Oracle Applications. It provides a 9 step process to change the LOV for the "Type" field on the Payments form, including logging in, identifying the form, downloading the form file, checking the LOV name and query, navigating to form personalization, creating a new record group from the custom query, assigning it to the LOV, and setting the field value. It also outlines a similar process to mask the tax ID field in the supplier LOV on the Invoice form.

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178 views

How To Change A LOV Query Using Forms Personalization

The document describes how to change the LOV query for a field using form personalization in Oracle Applications. It provides a 9 step process to change the LOV for the "Type" field on the Payments form, including logging in, identifying the form, downloading the form file, checking the LOV name and query, navigating to form personalization, creating a new record group from the custom query, assigning it to the LOV, and setting the field value. It also outlines a similar process to mask the tax ID field in the supplier LOV on the Invoice form.

Uploaded by

jazharscribd
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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How to change a LOV query Using Forms Personalization

We can change the LOV query using form personalization. Sample provided below (Payment form).

Requirement: 
We have to change the “type”  field lov query for populating the custom values.
To achieve this we have to follow below process.

Step-1: 
Login into application and switch the Payable Manager Responsibility .
Nav->Payment->Entry->Payments.

Consider the TYPE field (PAY_SUM_FOLDER. PAYMENT_TYPE)

Here Type LOV currently shows 3 values . Instead we have the requirement to populate these values in the
LOV. (Manual, Netting, Payment Process Request, Quick, Refund).

Step-2: Identify the form .fmb name (NAV:- Help->about oracle Applications)


Step-3: 
Connect to application server and download the .fmb (APXPAWKB.fmb).
Open the form in form builder and check the LOV name for “type” field.

Step-4: Check the record group  for attached LOV and take the sql statement.

(select displayed_field, lookup_code from ap_lookup_codes where lookup_type = 'PAYMENT TYPE' and
lookup_code not in ('A','N') order by upper(displayed_field))
Step-5: Go to the payment form in application and navigate to form personalization form .
Nav:- help->Diagnostics-> Custom code ->Personalize

1.       Seq :10
2.       Description : Payment Type LOV
3.       Level : Function
4.       Enabled check box enable
5.          Click on condition and assigned below properties.
6.       Condition : WHEN-NEW-FORM-INSTANCE
7.       Processing Mode : Not In Enter-Query Mode

Step-6: Click on Actions button and assigned the below properties.


1.       Seq :10
2.       Type :Builtin
3.       Description  : LOV (Optional)
4.       Builtin Type : Create Record Group from Query.
5.       Argument : Placed custom select statement (SELECT   displayed_field  , lookup_code 
FROM ap_lookup_codes   WHERE lookup_type = 'PAYMENT TYPE'    ORDER BY UPPER (displayed_field))
6.       Group Name : XX_PAYMENT_TYPE (Customer Record group name)
Step-7:  Click on action and create 2nd action and assigned below values.
1.       Seq : 20
2.       Type :Property
3.       Language : All
4.       Object Type : LOV
5.       Target Object : PAY_VALID_PAYMENT_TYPES (lov Name)
6.       Property name : GROUP NAME
7.       Value : XX_PAYMENT_TYPE (Here assigned the custom group into existing LOV)

Step-8:  Click on action and create 3rd  action and assigned below values.

1.       Seq : 30
2.       Type :Property
3.       Language : All
4.       Object Type : Item
5.       Target Object PAY_SUM_FOLDER.PAYMENT_TYPE (Column Name)
6.       Property name : VALUE
7.       Value :Manual
Step-9: Save the all work and close the form and re-open the form then check the changes.

*************************************
Goal: Change the LOV in “Supplier Name” field in the Find “Invoice Form

(AP_APXINWKB)”

Navigation: Payables Manager > Entry > Invoices


Double Click it to open

In the first filed, Supplier Name change LOV In such a way that no one can see the

TaxPayerID in LOV. It should be masked with *’s.


Navigation: Help Menu >> Diagnostics >> Custom Code >> Personalize
Enter the following information:

Seq: 5

Description:

Disable Tax Payer Id

Level:

Form

Enabled:

checked

Trigger Event:

WHEN-NEW-FORM-INSTANCE
Condition:

Processing Mode:

Not in Enter-Query Mode

Click on Actions and enter the following.

Seq: 10

Type:

Builtin

Language:

all
Builtin type:

Create Record Group from Query

Argument: Paste your new SQL statement here. In this case it would be

SELECT vendor_name, vendor_number,

DECODE (active_flag, ‘Y’, ‘Yes’, ‘N’, ‘No’, ‘Yes’) active, ‘***’

num_1099,vat_registration_num, vendor_id, ”, ”, ”, ”, hold_all_payments_flag

FROM po_vendors_ap_v

WHERE num_active_pay_sites > 0 OR num_inactive_pay_sites > 0

ORDER BY UPPER (vendor_name)

Group Name:

ERP_SCHOOLS_ALL_VENDORS_NAME
Now Create New Record with below information

Seq:12

Type:

Property

Language:

All

Enabled:

Checked

Object Type:

LOV
Target Object:

INV_ALL_VENDORS_NAME

Property Name:

GROUP_NAME

Value:

ERP_SCHOOLS_ALL_VENDORS_NAME

Save it.

Click Validate

Click Apply Now.

Go to tools Menu >> click Validate All


Once it is successfully validated you are ready to go.

Click ok and close personalization form.

Close your find invoices form and invoices form completely.

Open it again and click on Supplier name field LOV

Query any supplier. You will see your changes to the LOV as shown below.

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