Professional Documents
Culture Documents
Oracle EBS 11i Forms Personalization Examples - ABB
Oracle EBS 11i Forms Personalization Examples - ABB
Oracle EBS 11i Forms Personalization Examples - ABB
doc
FORM PERSONALIZATION
Reviewers
Nom Secteur
Change Record
Note to Holders:
If you receive an electronic copy of this document and print it out, please write your name on the
equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for
document control purposes.
Contents
Document
Control................................................................................................................................. 2
Reviewers......................................................................................................................................... 2
Change Record............................................................................................................................... 2
Hide the Person, Customer and Fax field in the Users form.................................................. 20
Ask user to see if they want to go into Query Mode when entering a Window............... 24
Zooming to the AR Receipt form from the AR Transactions form and defaulting the
corresponding Receipt
number.................................................................................................................................... 28
Make Item Type required when Attribute5 = George on the Item Master...................... 36
Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code >
Personalize.
Rule Seq: 10
Context: User and set the value to your user name (don't forget to do this for every
Rule you define)
Actions Seq: 10
Type: Menu
Rule Seq: 20
Actions Seq: 10
Type: Message
Rule Seq: 30
Actions Seq: 10
Type: Property
Actions Seq: 20
Type: Builtin
At this point, you should test what you have done so far. From the Navigator, reopen
the Purchase Orders form. From the menu bar, select Actions > Zoom to Supplier form
(the menu item you defined earlier). Because you do not yet have a Supplier entered
on your new PO and you're trying to Zoom to the Supplier form, you should see the
error message that you defined in the Rule Seq 20. If this works, then continue with
following:
Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code >
Personalize.
Rule Seq: 10
Actions Seq: 10
Type: Property
Value: =NULL
----------------------------------------------
Rule Seq: 20
Actions Seq: 10
Type: Builtin
Argument: VNDR
Actions Seq: 20
Type: Builtin
Rule Seq: 30
Description: Execute query, go to Block SITE and reset Global Variable value to NULL
Actions Seq: 10
Type: Property
Value: =:GLOBAL.XX_VENDOR
Actions Seq: 20
Type: Builtin
Argument: EXECUTE_QUERY
Actions Seq: 30
Type: Property
Now go ahead and test your custom. Open the Purchase Orders form and start defining
a new standard PO, enter a supplier in the Supplier field (in my example, I used "ABC
Corp"). Click on (M) Actions > Zoom to Supplier Form
Bingo!, you are automatically taken to the Supplier form for "ABC Corp".
This Form Personalization will default the current user value in the user form when in query
mode.
Hide the Person, Customer and Fax field in the Users form
1 - Ensure to set system profile 'Hide Diagnostics menu entry' to 'No' and
'Utilities:Diagnostics' to 'Yes' at the user level.
2 - Open the Users form. (N) Security > User > Define.
3 - This is the basic Users form as shown here:
4 - From the menu, select (M) Help > Diagnostics > Custom Code > Personalize.
5 - If some Rules are already defined in the Users form, you will see them this window
(as in this example).
6 - Add a new Rule by selecting (M) File > New.
7 - This is the Form Personalisation form and it's Rules already defined. We will be
adding seq. 40.
A - Rules Seq.: 40
B - Description: Hide Person, Customer and Fax fields
C - Trigger Event: WHEN-NEW-FORM-INSTANCE
D - Context or Scope: Set at User level and enter your user in the Value field
E - Select the Actions tab. This is the Actions tab of Rule seq. 40
F - Action Seq.: 1
G - Type: Property
H - Object Type: Item
I - Select the Select By Text button
P - Close the Form Personalization form, close the User form and reopen it. Your User
form should now look like this: Notice that the User, Customer and Fax fields are no
longer displayed.
Ask user to see if they want to go into Query Mode when entering a Window
Navigate to the Master Items window using the Inventory Super User Responsibility.
Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code >
Personalize.
Rules Sequence: 10
Level: Form
Enabled: Yes
Actions Sequence: 10
Type: Message
Actions Sequence: 20
Type: Builtin
Argument: ENTER_QUERY
Close the Form Personalization window and the Master Item window.
Reopen the Master Item window and voil!
Enter the Form Personalization form. (M) Help > Diagnostics > Custom Code >
Personalize.
Rules Sequence: 10
Type: Property
Save your work and close the Form Personalizations and the Responsibilities forms.
Reopen the Responsibilities form. When you have a new responsibilities, it should look
like this:
Zooming to the AR Receipt form from the AR Transactions form and defaulting the
corresponding Receipt number.
AR Transactions Form
AR Receipts Form
Make Item Type required when Attribute5 = George on the Item Master