Monday, January 31, 2011

Forms Personalization in Oracle Apps Overview - Part 1

Personalization form automatically queries the function, form and pre-defined personalization rules, if any exists for the specific form. For example, the form name is INVTOMAI i.e. Move Order form on which the personalization form is opened.

Personalization Form
The Personalization form mainly contains four sections.
  • Rules
  • Conditions
  • Context
  • Actions
For each function (a form running in a particular context based on parameters passed to it), we 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.
Rules administer the personalization needs to be implemented on the form. Each rule contains a sequence number, description and level (Rules may now be specified as acting either at the Function level (the default) or at the Form level). The rule can be activated or de-activated using the “Enabled” checkbox. The rule can be deleted when no longer needed.
Defining rules doesn’t identify, when the rule should get evaluated or applied. For each rule, there should be conditions attached, which power the execution of the rule.
Conditions decide the event the rule to be executed. Each condition mainly contains three sections i.e. Trigger Event, Trigger Object and Condition.

Condition Tab with Trigger events

Trigger Event specifies the occurrence where the rule should be executed.
Trigger Object is the object on the form to determine at what level the rule should be executed.  The value can be “” or “
Condition is an optional SQL code fragment that is evaluated when the Event occurs; if it evaluates to TRUE then the Actions are processed.
Processing Mode is a pop-list which controls when the Rule should be processed i.e., Rules can be applied while not in Enter-Query mode (the default), only in Enter-Query mode, or in both modes.
Context manages to whom the personalization should apply. This is similar to the concept of using profile options in Oracle Applications. The various levels are Site, Responsibility, Industry and User. During runtime, the values provided in the context are evaluated and personalization rules will be applied. Usage of context is very vital in implementing the personalization to prevent the inappropriate users accessing these customizations of the form.
Context levels
While saving a Rule, if no Context rows have been entered the form will automatically create a row at the Site level.

Actions decide the exact operation to be performed when the event occurs and the condition evaluates to true during the runtime.
Each Action consists of one of the following:
  • setting a Property
  • displaying a Message
  • executing a Builtin
  • enabling a Menu/Special entry

Action Types
Each action contains a sequence number, description and language. Actions can be enabled, disabled or deleted. Based on the action type selected, the fields on the right sector of the actions tab will be refreshed, where the action parameters are entered.

Insert 'Get' Expression… button can be used to automatically construct the expression.
Insert Item Value… button can be used to consider the item name along with colon (:)
Validate used to test if the syntax of your string is valid. If the evaluation fails, the processing engine will return an ORA error as if the string had been part of a SQL expression. Otherwise, it will display the text exactly as it would appear at runtime in the current context.
Apply Now used to apply the changes immediately to the target form to test its effect.

The Detailed explanation about the each action type is given in the next part: Click Here 

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