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Form Personalization

The document outlines steps for personalizing a form, including making a non-mandatory field mandatory, changing button labels, and adding custom messages. It details various actions such as displaying welcome messages, issuing warnings on specific days, activating special menus, hiding fields, and restricting user access to tabs. Each step includes navigation instructions and expected outputs for successful implementation.

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Nithish kumaran M
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4 views16 pages

Form Personalization

The document outlines steps for personalizing a form, including making a non-mandatory field mandatory, changing button labels, and adding custom messages. It details various actions such as displaying welcome messages, issuing warnings on specific days, activating special menus, hiding fields, and restricting user access to tabs. Each step includes navigation instructions and expected outputs for successful implementation.

Uploaded by

Nithish kumaran M
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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FORM PERSONALIZATION

1.Make any one Non mandate field to the mandate one.

Here PO_LINE_ID as the non-mandatory field.

Go for HELP > Diagnostics > Custom Code > Form Personalize
FORM PERSONALIZATION

For to find the Target Object we have to choose which field we want to make as mandatory.

To find those need to select the particular field and go for Help > Diagnostics > Examine

Output:

PO_LINE_ID as Mandatory field.

2.Change the label “SAVE” to “SUBMIT”.


FORM PERSONALIZATION

Go for Help > Diagnostics > Custom Code > Personalize

Then Go for Actions


FORM PERSONALIZATION

After Save and Validate, The output be:


FORM PERSONALIZATION
3. When the Invoice Form is opened, Message should come “Welcome to Purchase Details
form” (Normal Message).

After the Navigation need to go for Conditions > Actions


FORM PERSONALIZATION

Output :

4.Give a warning message on Sunday while creating Invoice by the user. Message should be
“Please do not create PO on Moday” (Warning Message).

After Go for Navigation >


FORM PERSONALIZATION

After Condition > Actions

Output:
FORM PERSONALIZATION

5.Activate a special menu on the Invoice Entry form and invoke another form when clicked
on that special menu.

Go for Your Form > Help > Diagnostics > Custom Code > Personalize

Here first We have to create one Header and in the condition > Give Trigger Event as
When_New_Form_Instance and then create Action for it.

For that have to give type as menu and choose any of the menu entry.
FORM PERSONALIZATION

We have to use the same entry for the creation of another header section, in that the
Trigger event be the one that we select in the menu entry in previous header section.
FORM PERSONALIZATION

Output:

This is the first form.

After Clicking the Open Form it opens the another form that we have include in the above.
FORM PERSONALIZATION
It is the attached form in the Tools.

6.Hiding a field from the user

For this form I have been hide the SIO Payrolll field >
FORM PERSONALIZATION

Then the output be like >


FORM PERSONALIZATION

7. Show a normal message in Status Bar using form personalization.


FORM PERSONALIZATION

Then the output be like:

8. Use form personalization to make a restriction to a tab for a user (Warning message).
FORM PERSONALIZATION

The "Raise Form Trigger Failure" is used to stop further processing when a certain
condition is met.

Output:
FORM PERSONALIZATION

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