Oracle EBS R12 Forms Personalization

Training Guide
Oracle EBS R12 Forms Personalization

Table of Contents
Introduction......................................................................................................................iv
Installing and Setting Up Forms Personalization...........................................................1
Enabling Form Personalization..................................................................................................1
Turning Form Personalization On and Off...............................................................................13
Creating Basic Form Personalization............................................................................19
Hiding a Field...........................................................................................................................19
Disabling a Field......................................................................................................................24
Changing a Field Prompt..........................................................................................................30
Creating Intermediate Personalizations........................................................................35
Using Form Personalization Conditions...................................................................................35
Using Form Personalization Events..........................................................................................37
Restricting Form Personalization Execution.............................................................................50
Displaying a Message...............................................................................................................55
Using a Form Built-in...............................................................................................................66
Creating a Menu.......................................................................................................................82
Creating Advanced Personalizations...........................................................................101
Creating a Zoom.....................................................................................................................101
Advanced Personalization Actions.........................................................................................152
Administering Form Personalizations.........................................................................165
Debugging Form Personalizations..........................................................................................165

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Introduction
The Form Personalization feature allows you to easily alter the behavior of Forms-based screens,
including changing properties, executing built ins, displaying messages, and adding menu entries.

For each function (a form running in a particular context based on parameters passed to it), you
can specify one or more Rules. Each Rule consists of an Event, an optional Condition, the Scope
for which it applies, and one or more Actions to perform. An Event is a trigger point within a
form, such as startup (WHEN-NEW-FORM-INSTANCE), or when focus moves to a new record
(WHEN-NEW-RECORD-INSTANCE). There are standard events that almost every form sends,
and certain forms send additional product-specific events. The Condition is an optional SQL code
fragment that is evaluated when the Event occurs; if it evaluates to TRUE then the Actions are
processed. The Scope is evaluated based on the current runtime context to determine if a Rule
should be processed or not. The Scope can be at the Site, Responsibility, User, or Industry level.
Each Rule can have one or more Scopes associated with it.

Each Action consists of one of the following:

• A property, such as required or displayed
• A built-in, such as GO_BLOCK, DO_KEY or FND_FUNCTION.EXECUTE
• A message, such as an error, warning or confirmation
• A special menu entry in one of 45 available slots

Once Rules are defined, when the target function is run then the Rules are automatically applied
as events occur within that form.
Although the Form Personalization feature is declarative, the intended audience is a person
familiar with Oracle Forms including the PL/SQL programming language, and the Oracle
Applications Development Guide. Additionally, any change made could interfere with the base
code of a form (the code that Oracle ships), thus you must fully understand the support
implications of such form personalizations.

Upon completion of this module, you will be able to:

• Enable form personalization.
• Turn form personalization on or off for a given form or completely at the site-level.
• Hide a field on a form.
• Disable a field on a form.
• Change the prompt of a field on a form.
• Change other common properties of a field on a form.
• Display a message.
• Use a form built-in function.
• Create a custom menu.
• Use form personalization events.
• Use form personalization conditions.
• Restrict form personalization execution.
• Create a zoom.
• Create a record group from a query to implement a modified LOV.
• Personalizing forms with SQL and PL/SQL.
• Restrict form personalizations.
• Debug form personalizations.
• Move form personalizations from system to system (e.g. development to production).

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Installing and Setting Up Forms Personalization

Before you can begin creating form personalizations, you must set some profile options to allow
the form personalization capability to be enabled for your user. Although the Form
Personalization feature is declarative, the intended audience is a person familiar with Oracle
Forms including the PL/SQL programming language, and the Oracle Applications Development
Guide.

Additionally, any change made could interfere with the base code of a form (the code that Oracle
ships), thus you must fully understand the support implications of such form personalizations.
This means that another critical skill is turning form personalization off, especially in the case
where your personalization has caused a failure on the form.

Upon completion of this lesson, you will be able to:

• Enable your E-Business Suite user to create, modify, and maintain form personalizations.
• Switch form personalizations off for a form, or if necessary turn off all form personalizations on
the site.

Enabling Form Personalization

Consider this scenario: You are part of a team implementing Oracle's E-Business Suite at your
company. The team has just learned about a powerful feature in the E-Business Suite, called form
personalization. You find online a couple of simple, yet powerful, examples of form
personalization. The teams asks you to take the lead in learning this new feature. But, when you
attempt to perform a form personalization, you are unable to get started.

Form Personalizations should only be done by experienced and trained developers and/or users.
Additionally, form personalizations should not be performed on the production instance. Any
form personalization should be created and fully tested on a test or development instance, and
then moved to the production instance. So, you will want some E-Business suite instances, like
test or development systems, to have form personalization creation, modification, and
maintenance enabled, while it would be disabled on the production instance.

Enabling form personalization enables you to set the profile options for your E-Business Suite
user that will allow you to create, modify, and maintain form personalizations.

In this topic, you will enable form personalization.

Procedure

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Step Action
1.   Begin from within any Oracle Forms-based responsibility. In the example, the
General Ledger, Vision Operations (USA) responsibility is selected, and the
Navigator page is open.
Click the Help menu.

  or 
Press [Alt+H].
2.   You should see an entry in the Help menu labeled, Diagnostics. It should be
located just above the Record History entry. But, it doesn't seem to be there.
Without this menu item, you can not create a form personalization.
3.   In order to see the Diagnostics menu item, you are going to have to set a profile
option. To do that, switch responsibilities to System Administrator.
Click the Switch Responsibility... button.

4.   The Responsibilities page allows you to easily switch between the various
Oracle Forms-based responsibilities assigned to you as an E-Business Suite
user.
5.   Scroll down to the System Administrator responsibility.
Click the vertical scrollbar.
6.   Click the System Administrator list item.

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Step Action
7.   Click the OK button.

  or 
Press [Alt+O].
8.   Double-click the Profile list item.
9.   Double-click the System list item.
10.   The Find System Profile Values page is a common "Find" page. It allows you
to specify query criteria for the underlying page, System Profile Values (in this
case).

Step Action
11.   Enter the desired information into the Profile field. Enter "Hide%".
12.   Click the Find button.

  or 
Press [Alt+i].
13.   The System Profile Values page allows you to change the values of system-
level (as opposed to user-level) profile options.

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Step Action
14.   Click the Site LOV button.

15.   Accept the default of No.

Click the OK button.

  or 
Press [Alt+O].
16.   Click the Save button.

17.   Click the Close button.

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Step Action
18.   Switch back to the original General Ledger, Vision Operations (USA)
responsibility.
Click the Switch Responsibility... button.

19.   Scroll down to the General Ledger, Vision Operations (USA) responsibility.
Click the vertical scrollbar.
20.   Click the General Ledger, Vision list item.

21.   Click the OK button.

  or 
Press [Alt+O].
22.   Click the Help menu.

  or 
Press [Alt+H].
23.   Notice that you now see the Diagnostics menu entry.
Point to the Diagnostics menu.

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Step Action
24.   Point to the Custom Code menu.

25.   Click the Personalize menu.

  or 
Press [z].
26.   When you selected Personalize, it now asks you for the ORACLE password.
The default password for this is APPS. On most systems, this will have been
changed, and for security reasons, the system administrator(s) will not provide
you with the password.

There is a work-around. There is a profile option that can be set; so that, the
password is not requested.
Click the Cancel button.

  or 
Press [Alt+C].
27.   Click the OK button.

  or 
Press [Alt+O].
28.   Click the Switch Responsibility... button.

29.   Scroll down to the System Administrator responsibility.

Click the vertical scrollbar.

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Step Action
30.   Click the System Administrator list item.

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Step Action
31.   Click the OK button.

  or 
Press [Alt+O].
32.   Double-click the Profile list item.
33.   Double-click the System list item.

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Step Action
34.   Enter the desired information into the Profile field. Enter
"Utilities:Diagnostics".
35.   Click the Find button.

  or 
Press [Alt+i].

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Step Action
36.   Click the Site LOV button.

37.   Click the Yes list item.

38.   Click the OK button.

  or 
Press [Alt+O].
39.   Click the Save button.

40.   Click the Close button.

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Step Action
41.   Click the Switch Responsibility... button.

42.   Scroll down to the General Ledger, Vision Operations (USA) responsibility.
Click the vertical scrollbar.
43.   Click the General Ledger, Vision... list item.

44.   Click the OK button.

  or 
Press [Alt+O].
45.   Double-click the Account Inquiry list item.
46.   The Account Inquiry page is a typical Oracle Forms-based page. It is possible
to apply form personalizations to any Oracle Forms-based page.

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Step Action
47.   Click the Help menu.

  or 
Press [Alt+H].
48.   Point to the Diagnostics menu.

49.   Point to the Custom Code menu.

50.   Click the Personalize menu.

  or 
Press [z].
51.   Notice that the form personalization window now opens without requesting the
ORACLE password.

This is the default Form Personalizations page. It is the entry point for making
form personalizations on your page.
52.   You have now completed the procedures to enable form personalizations.
End of Procedure.

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Turning Form Personalization On and Off

Consider this scenario: You are experiencing an issue with your E-Business Suite instance that
involves contacting Oracle Support for assistance. Oracle Support wants to be sure that the form
personalizations aren't causing the unusual behavior.

Consider this scenario: You have just created a complex personalization, and you have saved
your work. When you attempt to reload the form, the form generates an E-Business Suite error
message, and you are unable to return to the form personalization screens to correct your work.

In this topic, you will learn how to turn personalizations on and off at the site and form levels.

Procedure

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Step Action
1.   Begin at the Navigator page within any Oracle Forms-based page.

In the first scenario, you can turn off form personalizations across the entire E-
Business Suite instance. This is a common practice when you are working to
Oracle Support to resolve a potential problem.
Click the Switch Responsibility... button.

2.   Click the vertical scrollbar.

3.   Choose the System Administrator responsibility to call up the forms needed to
change a System Profile value.
Click the System Administrator list item.

4.   Click the OK button.

  or 
Press [Alt+O].
5.   Double-click the Profile list item.
6.   Double-click the System list item.
7.   The Find System Profile Values page is a common "Find" page. It allows you
to specify query criteria for the underlying page, System Profile Values (in this
case).

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Step Action
8.   Enter the desired information into the Profile field. Enter "Disable%".
9.   Click the Find button.

  or 
Press [Alt+i].
10.   The System Profile Values page allows you to change the values of system-
level (as opposed to user-level) profile options.

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Step Action
11.   Click the Site LOV button.

12.   Click the Yes list item.

13.   Click the OK button.

  or 
Press [Alt+O].
14.   Click the Save button.

15.   The second scenario is commonly used when you are creating personalizations,
and you find that a personalization you have just created is causing an error.
Sometimes that error will be so bad that it prevents you from getting back to the
form to undo your personalization. In that scenario, you can disable form
personalization processing on an ad hoc basis.

Begin at the Navigator page within any Oracle Forms-based page.

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Step Action
16.   Click the Help menu.

  or 
Press [Alt+H].
17.   Point to the Diagnostics menu.

18.   Point to the Custom Code menu.

19.   Click the Off option.

  or 
Press [O].
20.   Click the OK button.

  or 
Press [Alt+O].
21.   Now, if you tried to go to a page with a personalization on it, that form
personalization would not operate.

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Step Action
22.   You have now completed the procedures to turn form personalizations on or off
for your page.
End of Procedure.

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Creating Basic Form Personalization

Form personalizations are composed of rules, conditions, and scopes. The simplest form
personalizations are those in which only the rule is defined.

Using just rules, it is possible to create very useful and common form personalizations. The skills
learned in this lesson will also form the foundation for more complex form personalizations.

Upon completion of this lesson, you will be able to:

• Hide a field on a form.
• Disable a field on a form.
• Change the prompt of a field on a form.

Hiding a Field
Basic form personalization enables you to hide fields.

In this topic, you will hide a field.

Procedure

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Step Action
1.   Begin at the Navigator - General Ledger, Vision Operations (USA) page.

One of the simplest form personalizations is to hide a field on a form. While this
is a easy personalization, it may cause unintended consequences. If you hide a
mandatory field, the form will still require a value, but the user will be unable to
enter a value. So, be certain to thoroughly test all form personalizations.
Double-click the Account Inquiry list item.
2.   The Account Inquiry page is a typical Oracle Forms-based page. It is possible
to apply form personalizations to any Oracle Forms-based page.

Note that the Summary Template field is displayed on the form.

Step Action
3.   Click the Help menu.

  or 
Press [Alt+H].

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Step Action
4.   Point to the Diagnostics menu.

5.   Point to the Custom Code menu.

6.   Click the Personalize menu.

  or 
Press [z].
7.   This is the default Form Personalizations page. It is the entry point for making
form personalizations on your page.

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Step Action
8.   Enter the desired information into the Seq field. Enter "1".
9.   Enter the desired information into the Description field. Enter "Hide a field on
the form".
10.   Click the Actions tab.

11.   Enter the desired information into the Seq field. Enter "1".
12.   Enter the desired information into the Description field. Enter "Hide a field".
13.   Click the Select By Text... button.

  or 
Press [Alt+S].
14.   Enter the desired information into the Find field. Enter "Summary%".
15.   Click the Find button.

  or 
Press [Alt+F].
16.   Click the Summary Template list item.

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Step Action
17.   Click the OK button.

  or 
Press [Alt+O].
18.   Click the Property Name LOV button.

19.   Click the DISPLAYED list item.

20.   Click the OK button.

  or 
Press [Alt+O].
21.   Click the Value LOV button.

Step Action
22.   Click the FALSE list item.

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Step Action
23.   Click the Save button.

24.   Click the Apply Now button.

  or 
Press [Alt+p].
25.   Click the Close button.

26.   Note that the Summary Template field is no longer displayed on the form.
27.   You have now completed the procedure to hide a field on a page.
End of Procedure.

Disabling a Field
Another method of protecting a field is disabling it by making it read-only.

I this topic, you will disable a field.

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Procedure

Step Action
1.   Begin at the Navigator - General Ledger, Vision Operations (USA) page.

Sometimes it is important to see the data in a field, but to disallow entry of data
into that field. This topic will show you how to disable a field on a form.

Navigate to the Account Inquiry form.

Double-click the Account Inquiry list item.
2.   Note that currently the Summary Template field is shown in WHITE, which
means that you could enter data into that field.

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Step Action
3.   Click the Help menu.

  or 
Press [Alt+H].
4.   Point to the Diagnostics menu.

5.   Point to the Custom Code menu.

6.   Click the Personalize menu.

  or 
Press [z].

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Step Action
7.   Enter the desired information into the Seq field. Enter "1".
8.   Enter the desired information into the Description field. Enter "Disable a field
on a form".
9.   Click the Actions tab.

10.   Enter the desired information into the Seq field. Enter "1".
11.   Enter the desired information into the Description field. Enter "Disable a
field".
12.   Click the Select By Text... button.

  or 
Press [Alt+S].
13.   Enter the desired information into the Find field. Enter "Summary%".
14.   Click the Find button.

  or 
Press [Alt+F].
15.   Click the Summary Template list item.

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Step Action
16.   Click the OK button.

  or 
Press [Alt+O].
17.   Click the Property Name LOV button.

18.   Click the ENABLED list item.

19.   Click the OK button.

  or 
Press [Alt+O].
20.   Click the Value LOV button.

Step Action
21.   Click the FALSE list item.

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Step Action
22.   Click the Save button.

23.   Click the Apply Now button.

  or 
Press [Alt+p].
24.   Click the Close button.

25.   Note that the Summary Template field is now shown in BLUE, and the user is
prohibited from entering data into the field. If the record had data in it, that data
would be shown.

Note that the Currency field is shown in BLUE as well, but that it shows a
predetermined value of USD.
26.   You have now completed the procedure to disable a field on a page.
End of Procedure.

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Changing a Field Prompt

Field prompts allow you to help users identify fields.

In this topic, you will change a field prompt.

Procedure

Step Action
1.   Begin at the Navigator - General Ledger, Vision Operations (USA) page.
Double-click the Account Inquiry list item.
2.   Note that currently, the prompt on the Summary Template field is "Summary
Template". In the steps that follow, you will change the prompt.

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Step Action
3.   Click the Help menu.

  or 
Press [Alt+H].
4.   Point to the Diagnostics menu.

5.   Point to the Custom Code menu.

6.   Click the Personalize menu.

  or 
Press [z].

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Step Action
7.   Enter the desired information into the Seq field. Enter "1".
8.   Enter the desired information into the Description field. Enter "Change a field
prompt on a form".
9.   Click the Actions tab.

10.   Enter the desired information into the Seq field. Enter "1".
11.   Enter the desired information into the Description field. Enter "Change a
prompt".
12.   Click the Select By Text... button.

  or 
Press [Alt+S].
13.   Enter the desired information into the Find field. Enter "Summary%".
14.   Click the Find button.

  or 
Press [Alt+F].

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Step Action
15.   Accept the default (first) value of Summary Template.
Click the OK button.

  or 
Press [Alt+O].
16.   Enter the desired information into the Value field. Enter "Account Summary
Template".
17.   Click the Save button.

18.   Click the Apply Now button.

  or 
Press [Alt+p].
19.   Click the Close button.

20.   Note that the prompt has now change from "Summary Template" to "Account
Summary Template".
21.   You have now completed the procedure to change the prompt of a field on a
page.
End of Procedure.

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Creating Intermediate Personalizations

Form personalizations are composed of rules, conditions, and scopes.

Upon completion of this lesson, you will be able to:

• Use form personalization conditions.
• Use form personalization events.
• Restrict form personalization conditions.
• Display a message.
• Use a form built-in.
• Create a menu.

Using Form Personalization Conditions

Forms personalization gives you the ability to restrict the execution of form personalization rules
with conditions. In fact, even simple rules have a condition. This topic will explore the full range
of conditions you can apply to your form personalization rules.

In this topic, you will using form personalization conditions.

Procedure

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Step Action
1.   Begin by navigating to the Form Personalizations (Users) page.

To this point, all the form personalization you have done have been done every
time, without any sort of conditional test. In order to accomplish more
sophisticated form personalizations, you need to understand conditions.

Enter a placeholder Seq and Description for this example.

Enter the desired information into the Rule Sequence field. Enter "1".
2.   Enter the desired information into the Rule Description field. Enter "Example
of testing for a condition".
3.   Enter the desired information into the Condition field. Enter "sysdate >
to_date('1-1-2008','DD-MM-RRRR')".
4.   This condition uses PL/SQL functions sysdate and to_date with a boolean
expression.

After you enter your condition, you should click the Validate button to test your
condition based on the current values in the form and on the server.
5.   Click the Validate button.

  or 
Press [Alt+a].
6.   The condition, because it is boolean, will always evaluate as either true or false.
There is one exception, if you have entered an invalid condition, testing will fail
will an error message.
7.   Click the OK button.

  or 
Press [Alt+O].
8.   Enter the desired information into the Condition field. Enter
":USER_RESP.RESPONSIBILITY_ID is null".
9.   In addition to PL/SQL functions, you can also test for values in the form. The
format for referring to form values is :BLOCK_NAME.FIELD_NAME. In this
sample, you are referring to the USER_RESP block and the
RESPONSIBILITY_ID field in that block.
10.   Click the Validate button.

  or 
Press [Alt+a].
11.   Click the OK button.

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Step Action
  or 
Press [Alt+O].
12.   Enter the desired information into the Condition Multiline field. Enter
":USER.USER_NAME is not null".
13.   Click the Validate button.

  or 
Press [Alt+a].
14.   Click the OK button.

  or 
Press [Alt+O].
15.   You have now completed your exploration of conditions that can be applied to
personalizations on a page.
End of Procedure.

Using Form Personalization Events

There are numerous events available within form personalization. The various topics cover the
major events, and give you good examples. This topic will cover the remaining events, and
provide you will some additional techniques to consider.

In this topic, you will use form personalization events.

Procedure

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Step Action
1.   Begin by navigating to the Forms Personalization (Users) page.

There are 5 primary events that cause a form personalization to execute (fire). In
addition, there are 45 other events corresponding to the 45 special menu items
that you can create.

Create a placeholder for the Seq and Description of your form personalization.
Enter the desired information into the Rule Sequence field. Enter "1".
2.   Enter the desired information into the Rule Description field. Enter
"Personalization Rule".
3.   Click the Trigger Event LOV list.

4.   Click the WHEN-NEW-FORM-INSTANCE list item.

5.   WHEN-NEW-FORM-INSTANCE is the most commonly used event. It

encompasses all activities that would be done to a form prior to its loading for
the user. Typically, personalizations set on this event are either global changes
or personalizations that you want to automatically occur.
6.   Click the Trigger Event LOV list.

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Step Action
7.   Click the WHEN-NEW-BLOCK-INSTANCE list item.

8.   WHEN-NEW-BLOCK-INSTANCE is fired whenever a new block in created on

a form. Since this form does that during opening, the event who fire at the same
time as NEW-FORM.
9.   If you return to the form, you will note that the form has numerous logical areas,
the USER area, the DIRECT RESPONSIBILITY area, the INDIRECT
RESPONSIBILITY area, and the SECURING ATTRIBUTES area.

Blocks are not directly related to layout, but they most often be discerned from
the layout. A block is actually closely related to a TABLE, and it meant to
represent the interactions with that table.

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Step Action
10.   When you set an event at the NEW-BLOCK level, you should tell it which
block you want to execute (fire) on. If not specified, it will execute (fire) on all
new blocks.
Click the Trigger Object LOV button.

11.   Note that as noted earlier, the form has four blocks. So, our logical analysis
turned out to be accurate. This won't always be the case, and you will need to
explore and test to fully understand the interactions of the form you are
personalizing.
Click the OK button.

  or 
Press [Alt+O].
12.   Click the Trigger Event list.

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Step Action
13.   Click the WHEN-NEW-RECORD-INSTANCE list item.

14.   WHEN-NEW-RECORD-INSTANCE directly corresponds to creating a new

record on a form. Because of this, you will need to specify the specific record to
which the event is linked. Note the Trigger Object is required, not optional.

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Step Action
15.   Click the Trigger Object button.

16.   Note that in the case of this form, the records and the blocks are identical. This
is the most common case, but is not always this way.
Click the OK button.

  or 
Press [Alt+O].
17.   Click the Trigger Event LOV list.

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Step Action
18.   Click the WHEN-NEW-ITEM-INSTANCE list item.

19.   WHEN-NEW-ITEM-INSTANCE directly corresponds to creating a new record

on a form. Because of this, you will need to specify the specific record to which
the event is linked. Note the Trigger Object is required, not optional.

But, unlike NEW-RECORD, this event triggers on a specific item on the form.
So, it has a highly level of granularity, and should only be used when you need
that specificity.

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Step Action
20.   Click the Trigger Object LOV button.

21.   Note the numerous item objects on the form.

Click the OK button.

  or 
Press [Alt+O].
22.   Click the Trigger Event list.

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Step Action
23.   Click the WHEN-VALIDATE-RECORD list item.

24.   WHEN-VALIDATE-RECORD is the event that is performed when the user

tries to save or validate the new record.

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Step Action
25.   Click the Trigger Object LOV button.

26.   Since you are validating a record, the Trigger Object list is the same as the
NEW-RECORD event.
Click the OK button.

  or 
Press [Alt+O].
27.   Click the Trigger Event list.

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Step Action
28.   Click the MENU1 list item.

29.   MENU1 to MENU15 correspond to the Tools menu on the menu bar at the top
of the form. You will also see SPECIAL1 to SPECIAL15. These events are
same as MENU1 to MENU15. SPECIALxx was the older method for referring
to these items.

Likewise SPECIAL16 to SPECIAL30 refer to the Reports menu, and

SPECIAL31 to SPECIAL45 refer to the Actions menu. These menu items are
less commonly used, and still use the older nomenclature.

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Step Action
30.   Click the Trigger Event list.

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Step Action
31.   Click the vertical scrollbar.
32.   Click the vertical scrollbar.
33.   Click the vertical scrollbar.

34.   Every event can designate whether or not that event is operates when the form is
in Query mode. Query mode is a special mode on a form, and most
personalizations would not operate in that mode. This is why the default setting
is "Not in Enter-Query Mode". Change this as appropriate for your
personalization.
35.   Click the Not in Enter-Query Mode list item.

36.   Finally, you can enable or disable a given personalization rule by clicking the
Enabled checkbox beside the rule.

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Step Action
37.   Disable the rule.
Click the Rule Enabled option.

38.   Enable the rule.

Click the Rule Enabled option.

39.   You have now completed your exploration of the events that are personalizable
on a page.
End of Procedure.

Restricting Form Personalization Execution

Conditions are a powerful means to control a form personalization. But, there are common tests,
such as for a particular user or responsibility, that would commonly occur in an E-Business Suite
instance.

In this topic, you will restrict form personalization execution.

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Procedure

Step Action
1.   Begin by navigating to the Form Personalizations (Users) page.
Enter the desired information into the Seq field. Enter "1".
2.   Enter the desired information into the Description field. Enter "Sample for
Context".
3.   Click the Level LOV list.

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Step Action
4.   Note the 4 levels, Site, Responsibility, User and Industry.

Industry is a very specific test that is only valid within a few products in the E-
Business Suite. Chances are you will not use this test often.
Click the Responsibility list item.

5.   When you set the context to Responsibility, you have to tell your
personalization which responsibility is your context. You can also set multiple
contexts to select multiple responsibility, for example.

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Step Action
6.   Click the Value LOV button.

7.   Note that the list of responsibilities on the system is quite large; so, you are
asked to limit the query.
Enter the desired information into the Find field. Enter "System%".
8.   Click the Find button.

  or 
Press [Alt+F].
9.   Click the vertical scrollbar.
10.   Click the System Administrator list item.

11.   Click the OK button.

  or 
Press [Alt+O].
12.   Click the Level LOV list.

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Step Action
13.   Click the User list item.

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Step Action
14.   Just like for Responsibility contexts, you must set the specific user for a User
context.
Click the Value button.

15.   Enter the desired information into the Find field. Enter "OPER%".
16.   Click the Find button.

  or 
Press [Alt+F].
17.   Click the OK button.

  or 
Press [Alt+O].
18.   You have now completed your exploration of restricting form personalizations
on a page.
End of Procedure.

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Displaying a Message
Forms personalization enables you to display a message to the user as they enter a form. The
message itself is dynamic, and depends upon the state of the server.

In this topic, you will display a message.

Procedure

Step Action
1.   Begin at the Navigator - General Ledger, Vision Operations (USA) page.
Double-click the Account Inquiry list item.

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Step Action
2.   Click the Help menu.

  or 
Press [Alt+H].
3.   Point to the Diagnostics menu.

4.   Point to the Custom Code menu.

5.   Click the Personalize menu.

  or 
Press [z].

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Step Action
6.   Enter the desired information into the Seq field. Enter "1".
7.   Enter the desired information into the Description field. Enter "Display a
message on the form".

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Step Action
8.   Click the Actions tab.

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Step Action
9.   Enter the desired information into the Seq field. Enter "1".
10.   Click the Type LOV list.

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Step Action
11.   Click the Message list item.

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Step Action
12.   Enter the desired information into the Action Description field. Enter "Display
a message".
13.   Click the Message Type LOV list.

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Step Action
14.   Click the Show list item.

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Step Action
15.   Enter the desired information into the Message Text field. Enter "='The date
today is '||sysdate".
16.   Why does the Message Text start with an = (equal sign)? The = (equal sign) is
how you tell form personalization that the value is not just a string. It is a string
that must be calculated. In this case, it is a simple concatenation (||) of a string
with the current date on the server.

Whenever you use a dynamic value, you should test or validate your text to
make certain that it is performing as expected.
17.   Click the Validate button.

  or 
Press [Alt+a].
18.   When you validate your Message Text, the dynamic value is calculated, and the
current value is displayed for validation.
19.   Click the OK button.

  or 
Press [Alt+O].
20.   Click the Save button.

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Step Action
21.   Click the Close button.

22.   Normally, you would see your simple personalization. But, the message that you
just created is only displayed once when the form is newly loaded. So, you must
close the form and reload it to see your message.

Step Action
23.   Click the Close button.

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Step Action
24.   Double-click the Account Inquiry list item.
25.   Now, you see your message. Note, the message is displayed before the form is
even loaded.
26.   Click the OK button.

  or 
Press [Alt+O].
27.   You have now completed the procedure to display a message on a page.
End of Procedure.

Using a Form Built-in

Form built-ins enable you to add functionality to forms.

In this topic, you will use a form built-in.

Procedure

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Step Action
1.   Begin at the Navigator - System Administrator page.
Double-click the Users list item.

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Step Action
2.   Click the Help menu.

  or 
Press [Alt+H].
3.   Point to the Diagnostics menu.

4.   Point to the Custom Code menu.

5.   Click the Personalize menu.

  or 
Press [z].

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Step Action
6.   Enter the desired information into the Seq field. Enter "1".
7.   Enter the desired information into the Description field. Enter "Example of a
message and a built-in on a form".
8.   Click the Actions tab.

9.   Enter the desired information into the Seq field. Enter "1".
10.   Click the Type LOV list.

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Step Action
11.   Click the Message list item.

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Step Action
12.   Enter the desired information into the Description field. Enter "Warning
message".
13.   Click the Message Type LOV list.

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Step Action
14.   Click the Warn list item.

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Step Action
15.   Enter the desired information into the Message Text field. Enter "Do you want
to query a user?".
16.   At this point, you have only created the message. You need to create a 2nd
action that will be performed after the message is displayed.

Because you want the 2nd action to occur only if the user wants to query a user,
you selected the message type of Warn. Warn messages have two buttons, OK
and Cancel. If the user clicks the OK button, form personalization processing
will continue to the 2nd action. If the user clicks the cancel button, form
personalization will halt at that action for that rule.
17.   Enter the desired information into the Seq field. Enter "2".

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Step Action
18.   Click the Type LOV list.

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Step Action
19.   Click the Built in list item.

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Step Action
20.   Enter the desired information into the Description field. Enter "Enter query
mode".
21.   Click the Argument LOV button.

22.   Click the ENTER_QUERY list item.

23.   Click the OK button.

  or 
Press [Alt+O].

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Step Action
24.   Click the Save button.

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Step Action
25.   Click the Close button.

26.   Remember, to see your personalization in action, you need to close and reopen
the form.

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Step Action
27.   Click the Close button.

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Step Action
28.   Double-click the Users list item.
29.   As a first test, click the OK button to see what happens. In the second test, you
will click the Cancel button to test that response.
30.   Click the OK button.

  or 
Press [Alt+O].

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Step Action
31.   Enter the desired information into the User Name field. Enter
"OPERATIONS".
32.   Execute the query
Press [Ctrl+F11].
33.   Click the Close button.

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Step Action
34.   Double-click the Users list item.
35.   Test the response to the Cancel button.
36.   Click the Cancel button.

  or 
Press [Alt+C].
37.   Note that when the user clicks the Cancel button, the form is opened in its
normal, non-query mode.
38.   You have now completed the procedure to use a form built-in on a page.
End of Procedure.

Creating a Menu
Forms can have menus, made available to the user, if they want to perform some special bit of
processing.

In this topic, you will create a menu.

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Procedure

Step Action
1.   Begin at the Navigator - System Administrator page.
Double-click the Users list item.

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Step Action
2.   Click the Help menu.

  or 
Press [Alt+H].
3.   Point to the Diagnostics menu.

4.   Point to the Custom Code menu.

5.   Click the Personalize menu.

  or 
Press [z].

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Step Action
6.   Enter the desired information into the Seq field. Enter "1".
7.   Enter the desired information into the Description field. Enter "Create a menu
entry".
8.   Click the Actions tab.

9.   Enter the desired information into the Seq field. Enter "1".
10.   Click the Type LOV list.

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Step Action
11.   Click the Menu list item.

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Step Action
12.   Enter the desired information into the Description field. Enter "Create menu
entry".
13.   Click the Menu Entry LOV list.

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Step Action
14.   Click the vertical scrollbar.
15.   Click the MENU1 list item.

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Step Action
16.   Enter the desired information into the Menu Label field. Enter "Query User".
17.   Now, you need to set your menu item so that it only operates when the user is in
the USER block of the form. If the user tried to query from any other block, the
query would fail (at least, as intended).
18.   Click the Add Block... button.

  or 
Press [Alt+B].
19.   Click the USER list item.

20.   Click the OK button.

  or 
Press [Alt+O].

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Step Action
21.   Click the Condition tab.

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Step Action
22.   Enter the desired information into the Seq field. Enter "2".
23.   Enter the desired information into the Description field. Enter "Respond to
menu selection".
24.   Creating the menu and menu item needed to be done when the form was opened
(WHEN-NEW-FORM-INSTANCE). But, responding to the selection of that
menu item is an event unto itself. And, would only be responded to when
selected, not automatically at the opening of the form.
25.   Click the Trigger Event LOV list.

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Step Action
26.   Click the MENU1 list item.

27.   MENU1 is 1 of 45 special menu items that are available. MENU1 to MENU15
will appear on the Tools menu. MENU16 to MENU30 will appear on the
Reports menu. And MENU31 to MENU45 will appear on the Actions menu.

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Step Action
28.   Click the Actions tab.

29.   Enter the desired information into the Action Sequence field. Enter "1".
30.   Click the Type LOV list.

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Step Action
31.   Click the Builtin list item.

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Step Action
32.   Enter the desired information into the Action Description field. Enter "Do the
query".
33.   Click the Builtin Type LOV list.

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Step Action
34.   Click the DO_KEY list item.

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Step Action
35.   Click the Argument button.

36.   Click the ENTER_QUERY list item.

37.   Click the OK button.

  or 
Press [Alt+O].
38.   Click the Save button.

39.   Click the Close button.

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Step Action
40.   Click the Close button.

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Step Action
41.   Double-click the Users list item.
42.   Note the Tools menu at the top of the form on the menu bar. It is there, but now
it actually has an entry on the menu.

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Step Action
43.   Click the Tools menu.

  or 
Press [Alt+T].
44.   Note that your newly created menu item is now present.
45.   Click the Query User menu.

46.   Enter the desired information into the User Name field. Enter
"OPERATIONS".
47.   Execute the query.
Press [Ctrl+F11].
48.   You have now completed the procedure to create a menu on a page.
End of Procedure.

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Creating Advanced Personalizations

Form personalizations are composed of rules, conditions, and scopes.

Upon completion of this lesson, you will be able to:

• Create a zoom.
• Use actions for advanced personalizations.

Creating a Zoom
In old versions of the E-Business Suite, there was a useful feature known as a zoom. It allowed
you to drill-down from one form into another. The old zoom had several limitations, and was
eliminated in the newer versions of the E-Business Suite. But, form personalizations allow you to
implement the functionality of a zoom without the limitations. The biggest limitation that it
overcomes is that you, as the form personalization developer, have complete control over the
form (or forms) that are zoomed to by the personalization.

In this topic, you will create a zoom.

Procedure

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Step Action
1.   Begin by navigating to the Users page.

What follows is an advanced form personalization. You must be familiar with

the basics of form personalization before attempting to understand this example.

In this topic, you are going to create a zoom. A zoom is an old name for a
common feature. The feature allows you to drill-down to details of a common
item. The reason it is called a zoom is because in the very old versions of E-
Business Suite, back in Release 10 and prior, that is what the feature was called.
Click the Help menu.

Step Action
2.   Point to the Diagnostics menu.

3.   Point to the Custom Code menu.

4.   Click the Personalize menu.

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Step Action
  or 
Press [z].

Step Action
5.   Enter the desired information into the Seq field. Enter "1".
6.   Enter the desired information into the Description field. Enter "Create the
menu item for the zoom".

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Step Action
7.   Click the Actions tab.

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Step Action
8.   Enter the desired information into the Seq field. Enter "1".
9.   Click the Type LOV list.

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Step Action
10.   Click the Menu list item.

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Step Action
11.   Enter the desired information into the Description field. Enter "Zoom menu
item".
12.   Click the Menu Entry LOV list.

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Step Action
13.   Click the MENU1 list item.

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Step Action
14.   Enter the desired information into the Menu Label field. Enter "Zoom to
Responsibility Detail".
15.   Click the Add Block... button.

  or 
Press [Alt+B].
16.   Click the USER_RESP list item.
17.   Click the OK button.

  or 
Press [Alt+O].

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Step Action
18.   Click the Save button.

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Step Action
19.   Click the Condition tab.

20.   Enter the desired information into the Seq field. Enter "2".
21.   Enter the desired information into the Description field. Enter "Handle
condition when Responsibility is NULL (not yet entered)".
22.   Click the Trigger Event LOV list.

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Step Action
23.   Click the MENU1 list item.

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Step Action
24.   Enter the desired information into the Condition field. Enter
":USER_RESP.RESPONSIBILITY_ID is null".

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Step Action
25.   Click the Actions tab.

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Step Action
26.   Enter the desired information into the Seq field. Enter "1".
27.   Click the Type LOV list.

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Step Action
28.   Click the Message list item.

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Step Action
29.   Enter the desired information into the Description field. Enter "Error
message".
30.   Click the Message Type LOV list.

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Step Action
31.   Click the Error list item.

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Step Action
32.   Enter the desired information into the Message Text field. Enter "You must
enter a Responsibility before drilling down to the details of that res".
33.   Click the Save button.

34.   Click the Condition tab.

35.   Enter the desired information into the Seq field. Enter "3".
36.   Enter the desired information into the Description field. Enter "Handle
condition when Responsibility is not NULL (responsibility is OK)".
37.   Click the Trigger Event LOV list.

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Step Action
38.   Click the MENU1 list item.

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Step Action
39.   Enter the desired information into the Condition field. Enter
":USER_RESP.RESPONSIBILITY_ID is not null".
40.   Click the Actions tab.

41.   Enter the desired information into the Seq field. Enter "1".
42.   Enter the desired information into the Action Description field. Enter "Save to
a global variable".
43.   At this point, this is probably an unexpected action. Why is this done? You need
to have a means to communicate with the other form. The means to allow that is
a global variable that will be passed from the starting form to the drill-down
form.
44.   Click the Object Type LOV list.

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Step Action
45.   Click the Global Variable list item.

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Step Action
46.   Enter the desired information into the Target Object field. Enter
"XX_RESPONSIBILITY_ID".
47.   Enter the desired information into the Value field. Enter
"=:USER_RESP.RESPONSIBILITY_ID".
48.   Enter the desired information into the Action Sequence field. Enter "2".
49.   Click the Type LOV list.

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Step Action
50.   Click the Builtin list item.

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Step Action
51.   Enter the desired information into the Action Description field. Enter "Launch
Responsibility form".
52.   Click the Builtin Type list.

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Step Action
53.   Click the Launch a Function list item.

54.   Just a note about E-Business Suite security. Notice that you don't launch a form,
you launch a Function. An E-Business Suite Function is a specific form with a
specific set of parameters assigned to a particular responsibility. The user then
has the responsibility assigned to them. This insures that user has access to that
form normally. It the user didn't normally have access rights to that function
(form), the drill-down would fail.

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Step Action
55.   Enter the Function Code of the Function you wish to launch, in this example
that is FND_FNDSCRSP.
Enter the desired information into the field. Enter "FND_FNDSCRSP".
56.   Click the Save button.

57.   Click the Close button.

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Step Action
58.   Click the Close button.

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Step Action
59.   Double-click the Users list item.

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Step Action
60.   Click the Tools menu.

  or 
Press [Alt+T].
61.   Note that the menu item is grayed out, and not accessible from this block on the
form.
Click the Zoom to Responsibility Detail menu.

62.   Click in the Responsibility field.

63.   Click the Tools menu.

  or 
Press [Alt+T].
64.   Note that in this block, the menu item is selectable.
Click the Zoom to Responsibility Detail menu.

65.   Click the OK button.

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Step Action
  or 
Press [Alt+O].
66.   Click in the User Name field.

67.   Query the OPERATIONS user to give yourself some test data.
Press [F11].
68.   Enter the desired information into the User Name field. Enter
"OPERATIONS".
69.   Execute the query.
Press [Ctrl+F11].
70.   Click in the Responsibility field.

71.   Click the Tools menu.

  or 
Press [Alt+T].
72.   Click the Zoom to Responsibility Detail menu.

73.   Note that the Responsibilities form is launched, but that it has no data. Why?
We haven't yet handled the passing of the global variable.

To do this, you need to make personalizations to the drill-down form to handle

the global variable.

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Step Action
74.   Click the Help menu.

  or 
Press [Alt+H].
75.   Point to the Diagnostics menu.

76.   Point to the Custom Code menu.

77.   Click the Personalize menu.

  or 
Press [z].

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Step Action
78.   Enter the desired information into the Seq field. Enter "1".
79.   Enter the desired information into the Description field. Enter "Initialize the
global variable".
80.   Click the Actions tab.

81.   Enter the desired information into the Seq field. Enter "1".
82.   Enter the desired information into the Description field. Enter "Initialize global
variable".
83.   Click the Object Type LOV list.

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Step Action
84.   Click the Global Variable list item.

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Step Action
85.   Enter the desired information into the Target Object field. Enter
"XX_RESPONSIBILITY_ID".
86.   Click the Property Name LOV button.

87.   The are two settings for a global variable, VALUE and INITIAL VALUE.

VALUE is used to create the variable and set the value. INITIAL VALUE will
create and set the value only if it does not exist. If it already exists, it will leave
it untouched.
88.   Select INITIAL VALUE.
Click the OK button.

  or 
Press [Alt+O].
89.   This will only set the global variable to null if it doesn't already exist. When
would that occur? Most times, actually. The only time the global variable is set
is during the zoom. If you just use the form normally, the global variable will
not be set.
Enter the desired information into the Value field. Enter "=null".
90.   Click the Condition tab.

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Step Action
91.   Click the Save button.

92.   Enter the desired information into the Seq field. Enter "2".
93.   Enter the desired information into the Description field. Enter "If global
variable is not null, go into Query Mode".
94.   Enter the desired information into the Condition field. Enter
":GLOBAL.XX_RESPONSIBILITY_ID is not null".
95.   Click the Actions tab.

96.   Enter the desired information into the Seq field. Enter "1".
97.   Click the Type LOV list.

Step Action
98.   Click the Builtin list item.

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Step Action
99.   Enter the desired information into the Description field. Enter "Enter query
mode".
100. Click the Builtin Type LOV list.
 

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Step Action
101. Click the DO_KEY list item.
 

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Step Action
102. Click the Argument LOV button.
 
103. Click the ENTER_QUERY list item.
 
104. Click the OK button.
 
  or 
Press [Alt+O].
105. Click the Save button.
 
106. Enter the desired information into the Rule Sequence field. Enter "3".
 
107. Enter the desired information into the Description field. Enter "If global
  variable is not null, execute the query on the new record".
108. Click the Trigger Event LOV list.
 

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Step Action
109. Click the WHEN-NEW-RECORD-INSTANCE list item.
 

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Step Action
110. Click the Trigger Object LOV button.
 
111. Select the RESPONSIBILITY object.
  Click the OK button.

  or 
Press [Alt+O].
112. Enter the desired information into the Condition field. Enter
  ":GLOBAL.XX_RESPONSIBILITY_ID is not null".

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Step Action
113. Set the Processing Mode to "Only in Enter-Query Mode".
  Click the Processing Model list item.

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Step Action
114. Click the Actions tab.
 
115. Enter the desired information into the Seq field. Enter "1".
 
116. Enter the desired information into the Description field. Enter "Copy global
  variable into form".
117. Enter the desired information into the Target Object field. Enter
  "RESPONSIBILITY.RESPONSIBILITY_ID".
118. Enter the desired information into the Property Name field. Enter "VALUE".
 
119. Enter the desired information into the Value field. Enter
  "=:GLOBAL.XX_RESPONSIBILITY_ID".
120. Enter the desired information into the Seq field. Enter "2".
 
121. Click the Type LOV list.
 

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Step Action
122. Click the Builtin list item.
 

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Step Action
123. Enter the desired information into the Description field. Enter "Execute
  query".
124. Click the Argument LOV button.
 
125. Double-click the EXECUTE_QUERY list item.
 
126. Click the Save button.
 
127. Enter the desired information into the Seq field. Enter "4".
 
128. Enter the desired information into the Description field. Enter "Reset global
  variable to null".
129. Click the Actions tab.
 
130. Enter the desired information into the Seq field. Enter "1".
 
131. Enter the desired information into the Description field. Enter "Reset global
  variable".
132. Click the Object Type LOV list.
 

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Step Action
133. Click the Global Variable list item.
 

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Step Action
134. Enter the desired information into the Target Object field. Enter
  "XX_RESPONSIBILITY_ID".
135. Enter the desired information into the Value field. Enter "=null".
 
136. Click the Save button.
 
137. Close the form, and retest your zoom.
  Click the Close button.

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Step Action
138. Click the Close button.
 

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Step Action
139. When you return to the Users form, retest the Tools menu to zoom to the
  Responsibility.
Click the Tools menu.

  or 
Press [Alt+T].
140. Click the Zoom to Responsibility Detail menu.
 

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Step Action
141. Note that it queried the proper responsibility. Also note that you are not locked
  into this one responsibility. You can execute a blind query as a test.
Press [Ctrl+F11].
142. Press [Down].
 
143. Click the Close button.
 

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Step Action
144. Click the Close button.
 

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Step Action
145. Double-click the Responsibilities list item.
 
146. Note that you can enter the Responsibilities form normally, and you will not
  encounter any problems.
147. You have now completed the procedures to implement a zoom on a page.
  End of Procedure.

Advanced Personalization Actions

Form personalizations are composed of rules, conditions, and scopes.

In this topic, you will learn about all the actions that are available to you in form personalizations.

Procedure

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Step Action
1.   Begin by navigating to the Form Personalizations (Functions) page.

There are numerous capabilities inherent in form personalization. Let's walk

through the interface, and discuss a few of those advanced features.

Enter a placeholder Seq and Description to start.

Enter the desired information into the Seq field. Enter "1".
2.   Enter the desired information into the Description field. Enter "Advanced
Personalization Actions".
3.   Click the Actions tab.

4.   Click the Property Name LOV button.

5.   Note the variety of properties. This list will vary based on the object type being
selected.
Click the vertical scrollbar.
6.   Click the vertical scrollbar.
7.   Click the vertical scrollbar.
8.   Click the vertical scrollbar.

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Step Action
9.   Click the Cancel button.

  or 
Press [Alt+C].
10.   Click the Object Type LOV list.

Step Action
11.   Item is just 1 of 11 different object types that can be personalized.

As a note, business justification and need should drive personalizations. Just

because an object can be personalized does not mean that there is a compelling
business justification to create a personalization.
Click the vertical scrollbar.

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Step Action
12.   Click the Type LOV list.

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Step Action
13.   As noted throughout the Form Personalization module, there are 4 action types,
Property, Message, Builtin, and Menu. Just like Property, each of the other
Action Types have numerous capabilities.

Review the Message type.

Click the Message list item.

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Step Action
14.   Click the Message Type LOV list.

15.   A message has 5 types, Show, Hint, Error, Debug, and Warn. An Error message
is a dialog box with 1 button (OK), and it halts further processing of the form. A
Warn message is a dialog box with 2 buttons, OK and Cancel. A Show message
is a dialog box with 1 button (OK), but it doesn't halt processing like an Error
message. A Hint message appears at the bottom of the form, and is most often
seen during saves. Finally, a Debug message is only displayed with Debug
Mode is set to On.
16.   Click the Type LOV list.

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Step Action
17.   Click the Builtin list item.

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Step Action
18.   Click the Builtin Type LOV list.

19.   An SRS Form is a "Standard Request Submission" form, and is most commonly
used to submit reports, along with other concurrent requests.
20.   A Function is a form with parameters and applied security within the E-
Business Suite. It is commonly interchangeably used (incorrectly) with form.
21.   A URL can be any URL accessible from the user's browser. So, it can be an E-
Business Suite browser-based, OA Framework page, or it can be any Internet
URL that you can to use.
22.   DO_KEY allows you to perform numerous keyboard actions common to the E-
Business Suite. This topic will return to DO_KEY for more details.
23.   A Procedure is an PL/SQL Procedure or Function stored in the database.
24.   GO_ITEM allows you to change the navigation order/path of the form.
25.   GO_BLOCK allows you to change the navigation order of the form.

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Step Action
26.   The FORMS_DDL built-in available through Forms Personalization allows
PL/SQL blocks to be executed as an Action for a Forms Personalization rule.
The FORMS_DDL built-in has the following characteristics:
• The FORMS_DDL argument is a PL/SQL block of code to be executed.
• The block may optionally include a ‘DECLARE’ section for any required
variables followed by a PL/SQL block beginning with ‘BEGIN’ and ending
with ‘END;’.
• The PL/SQL block or argument for the FORMS_DDL built-in within Forms
Personalization can contain a maximum of 2000 characters.
• The ‘Validate’ button will execute the FORMS_DDL argument immediately.
• Values cannot be returned back from the FORMS_DDL built-in. (It is
however, possible to insert records with values into a custom table from within a
FORMS_DDL block and then use a Property action type to read them back
from the custom table, but that is beyond the scope of this document.)
• Inserts/Updates to records are not committed unless there is a ‘COMMIT;’
within the PL/SQL block OR the users does a ‘Save’ within the current form.
Uncommitted inserts/updates will be lost when the user closes the form, and the
form will not prompt the user to save the changes.
• The FORMS_DDL built-in does not support bind variables. In order to pass
variables you must concatenate any bind variables you wish to use into the
FORMS_DDL argument, creating a single string that contains the PL/SQL
block of code to be executed.
• Care must be taken to insure the FORMS_DDL is a properly formatted
PL/SQL statement, especially when single quotes (') are needed to appear within
the PL/SQL block itself (e.g. you need to define/use a constant/character value).
A single quote can be represented within a string as two successive single
quotes in a row.
27.   Call Custom Library allows the CUSTOM library to be called. Despite the
declarative interface of Forms Personalization it is still sometimes necessary to
write PL/SQL code within the CUSTOM library. To facilitate this we have
introduced a new builtin type of Call Custom Library which takes a single
argument of the event name. Within the CUSTOM library, code can then be
written to respond to this event.

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Step Action
28.   It is possible to change the underlying where clause for query for an LOV. If
one needs to change the columns returned by the query, care must be taken to
ensure that the column names and data types match what was defined for the
LOV that is being changed.

The SQL may reference values from form fields, form parameters and globals.
All SQL statements used for this feature should be tested from SQL*PLUS to
ensure that the SQL is valid and will work as expected. If the SQL for the
personalization has references to bound variables, substitute values that would
normally be expected. To create a personalization to change the record group
used by an LOV, create a new personalization as follows:

Condition
  Trigger Event: WHEN-NEW-FORM-INSTANCE level.
Actions
 #1
  Type: Builtin
  Builtin Type: Create Group from Query
  Argument: <the SQL statement to be used>
  Group Name: <the new record group name>

#2
  Type: Property
  Object Type: LOV
  Target Object: <the LOV to use the new record group>
  Property Name: GROUP_NAME
  Value: <the record group name created in action step 1>
29.   Select the Builtin Type DO_KEY, and look at the options.
Click the Argument LOV button.

30.   Any key that can be processed via E-Business Suite can be processed with
DO_KEY via a form personalization.
Click the vertical scrollbar.
31.   Click the vertical scrollbar.

32.   It is also possible to apply a form personalization to just a particular language.

This is especially useful for global E-Business Suite instances that are
supporting multiple languages.
Click the Language LOV list.

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Step Action
33.   Click the American English list item.

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Step Action
34.   And finally, just like Rules, individual Actions can be enabled or disabled by
clicking the Enabled checkbox.

Disable the action.

Click the Enabled option.

35.   Enable the action.

Click the Enabled option.

36.   You have now completed your exploration of the advanced actions that are
possible via personalizations on a page.
End of Procedure.

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Administering Form Personalizations

Upon complete of this lesson, you will be able to use the appropriate techniques to debug form
personalizations.

Debugging Form Personalizations

Upon complete of this topic, you will be able to use the appropriate techniques to debug form
personalizations.

Procedure

Step Action
1.   Begin at the Navigator - System Administrator page.
Point to the Users object.
2.   Double-click the Functions list item.

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Step Action
3.   Click the Help menu.

  or 
Press [Alt+H].
4.   Point to the Diagnostics menu.

5.   Point to the Custom Code menu.

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Step Action
6.   Click the Personalize list item.

7.   Click in the Action Sequence field.

8.   Click in the Action Sequence field.

9.   Click the Debug Mode list.

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Step Action
10.   Click the Show Debug Messages list item.

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Step Action
11.   Click the Save button.

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Step Action
12.   Click the Close button.

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Step Action
13.   Click the Close button.

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Step Action
14.   Double-click the Functions list item.
15.   Click the OK button.

  or 
Press [Alt+O].

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Step Action
16.   Click the OK button.

  or 
Press [Alt+O].
17.   Execute a query.
Press [Ctrl+F11].
18.   Click the OK button.

  or 
Press [Alt+O].
19.   Click the OK button.

  or 
Press [Alt+O].
20.   Press [Down].
21.   Click the OK button.

  or 
Press [Alt+O].

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Step Action
22.   Click the OK button.

  or 
Press [Alt+O].
23.   Click the Help menu.

  or 
Press [Alt+H].
24.   Go to the Form Personalizations page.
Point to the Diagnostics menu.

Step Action
25.   Click the Debug Mode list.

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Step Action
26.   Click the Step-by-Step list item.

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Step Action
27.   Click the Save button.

28.   Click the Close button.

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Step Action
29.   Click the Close button.

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Step Action
30.   Double-click the Functions list item.
31.   Click the OK button.

  or 
Press [Alt+O].

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Step Action
32.   Click the OK button.

  or 
Press [Alt+O].
33.   Click the OK button.

  or 
Press [Alt+O].
34.   Click the OK button.

  or 
Press [Alt+O].
35.   You have now completed the procedures that will enable you to debug a
personalization on a page.
End of Procedure.

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