OAF Personalizations 2019

- Quick Innovation Wins Session ID:

10693

Susan Behn,
Infosemantics

Remember to complete your evaluation for this session within the app!
April, 2019
About the Speaker – Susan Behn

• Oracle Ace Director

• Over 20 years E-Business Suite development and support
• Member-Oracle Proactive Support Customer Advisory Board
• Member – EBS ATG Customer Advisory Board
• Chair-Oracle E-Business Suite User Management SIG
• Co-Chair-Texas-Louisiana Oracle User Group TLOAUG
• Board Member – Customizations and Extensions SIG
• Over 100 presentations on E-Business Suite
• Co-author for multiple books on E-Business Suite
– The ABCs of Workflow for E-Business Suite Release 11i
– Release 12 and The Release 12 Primer – Shining a Light on the Release 12 World.

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 • See us at Booth 941
• Established in 2001
• User Community Focused
• People First
• Global Reach – Offices in US,
Philippines, and India
• www.Infosemantics.com
– R12.1.3, R12.2, public vision
instances
– Presentations on functional
and technical topics
– Public OBIEE/OBIA Sandbox
Gold
Instance
Partner

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Agenda
• Personalizations Overview
• Profile Options
• Examples
– Change the font/color of a field
– Enable DFFs
– Change the number of rows displayed per page
– Change the sorting for a table
– Make a field read only
– Export button – Classic personalization and Workbench personalization example
– Make a field required
– Receivables Account Analysis – add fields, re-sort, export
– Model Personalization – add an adhoc query and table to a page
– Rich table interactions
• Undo and Copy Personalizations
• Migration Between Instances
• References

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 Profile Options

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Profile Options
• Personalize Self-Service Defn
– Yes to allow ‘Personalize’ button to appear at the top of the page
• FND: Personalization Region Link Enabled
– Yes to display all the regional links above each region
– Minimal to display key regional links
• FND: Enable Personalization Workbench 12.2.7+
– Yes – Navigates to the personalization workbench
• If set to yes, ignores Personalization Region Link Enabled
– No – Navigates to the classic page hierarchy
• Disable Self-Service Personal
– Yes will disable all personalizations at any level
• FND: Diagnostics
– Turns on ‘About this Page’ and ‘Inspect MDS Contents” buttons
• Inspect MDS Contents shows Rich Table Interaction personalizations

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Profile Options

• FND: Personalization Document Root Path

– Required to migrate personalizations
– Set this profile option to a tmp directory with open (777) permissions
• FND: OA:Enable Defaults
– Set to Y or N at the site or responsibility level
– Determines whether default values specified in personalizations are applied to your pages
• Also see references for issues with default values
• FND: Enable Touch Gestures
– Set to true to enable gestures

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Profile Options

• FND: Enable Rich Table Interactions

– Yes to allow users to dynamically resize tables and change column order using mouse
– Set Oracle Applications Look and Feel profile option to null
– Not set (null), which implies the standard for the release

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Profile Options

• TIP – Change profile options in Functional Administrator  Core Services  Profiles for
better performance
– Sometimes changing profiles through System Administration requires clearing cache
• This is not consistent

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Profile Options

• When you need to clear cache

– (Sometimes when changing profiles through System Administration)
• Go to Functional Administrator – Core Services  Caching Framework
– Click the “Clear All Cache” button

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Finding Object to Personalize

• Biggest challenge – finding the item to personalize

• Search

• Complete View R12.2 – Return to

Application now at
top and bottom of
• Expand All the page

• Focus

• <ctrl> F

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 Change Field Fonts
and Colors

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Change the font/color of a field

• You can change fonts/colors by changing the CSS Class property

• In this example, we will highlight the Invoice Amount Limit Field
• Click on settings  Personalize Page

• Find the row in the personalization structure and click the pencil to edit

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Change the font/color of a field

• Change the CSS Class to the desired choice

– In this example, I chose RGB21 at the responsibility level

• Click the “Apply”, then “Return to Application” buttons

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Change the font/color of a field

• Now the field is highlighted in yellow

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Finding CSS Style Samples

• System Administration  OA Framework Utilities  FWK CSS Style Lookup

– Choose an item style and a Style Type to see a specific sample or “All Styles” to browse the
options

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 Display a DFF

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Add a DFF to an OAF Page

• Buyers work center  Distributions

• Click Settings  Personalize Page

We want the
DFF to be
enabled in this
table!

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Add a DFF to an OAF Page

• Click Complete View, then Expand All

• Find the Advanced Table for the Purchase Order Distributions and click the Create Item
Icon

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Add a DFF to an OAF Page

• Make sure item Style is “Column” and provide your own ID

• Leave the default values for all other fields and click apply

• Choose the “Create Item” icon for the column just created

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Add a DFF to an OAF Page

• Choose “Flex” as the Item Style.

• Then complete the following fields

– ID
– Appl Short Name
– Display Context Field
– Name
– Segment List
– View Instance

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Add a DFF to an OAF Page

• DFF is now available

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 Change Number of
Rows Displayed

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Example – Change Number of Rows Displayed

• In many forms, you may want to display more than the default 10 rows – Purchase orders
in this example

Click on the Personalize

Page link

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Example – Change Number of Rows Displayed

• Find the Advanced Table for Purchase Order Headers

Click the pencil

to edit

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Example – Change Number of Rows Displayed

• Update “Records Displayed” with the desired number, click “Apply” and then “Return to
Application”

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Example – Change Number of Rows Displayed

• Form now shows 20 records at a time

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Example – Change Number of Rows Displayed

• Sometimes number of rows displayed is controlled in preferences rather than a

personalization (i.e. Requisitions, OTL)
– Check here before personalizing

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Example – Number of Rows Displayed – Vertical scroll in 12.2.5

• In R12.2.5, you can set the number of rows higher with the new vertical scroll bar

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 Change Sort Order

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Change Sort Order 12.1+

• Click the gear icon and then choose personalize page

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Change Sort Order 12.1+

• Choose “Table” as the style and click the pencil to personalize

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Change Sort Order 12.1+

• Scroll down to the last property and click the icon for the Query at the applicable level

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Change Sort Order 12.1+

• The default sort is descending creation date

• Use the drop down fields to modify as needed

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 Read-Only Fields

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Make a Field Read-Only

• This requirement is to make the “Ship Via” field read-only for a specific responsibility

• Find the field in the personalization structure, then click the pencil

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Make a Field Read-Only

• Set Read Only to True at the responsibility Level

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Make a Field Read-Only

• Now you can see the field is not enterable or updateable

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 Create an Export
Button

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Export Button – Classic Personalization

• Create an export button to get a complete list of AME transaction Types

– Refer to the Oracle BLAF UI Guideline: Export/Import Page Templates [OTN version] for the
placement of the Export button
• Go to the page where you want to add an export button and click “personalize page”

4
0

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Export Button – Classic Personalization

• Click the “Create Item” icon for the Transaction Type Header

4
1

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Export Button – Classic Personalization

• Choose Item Style “Export Button”

• Make sure Export All Rows is true
• The data in the Text field will appear in the
button
• Set the View Instance name to the view object
associated with the region
– See About This Page

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Export Button – Classic Personalization

• Clicking the new “Export Transaction Types” button will export data to a .csv file

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Personalization Workbench

• The personalization workbench can be used to create the following personalizations

– Change region header icon
– Reorder regions
– Reorder items within a region
– Rename headers and item labels
– Mark required fields of non-mandatory items
– Alter the CSS on an item
– Specify a default value
– Define tips (inline and usage help)
– Add new items
– Create a new flexfield in a region

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Export Button – Personalization Workbench

• If you prefer to use the classic view, click the “Classic Personalization” button or set the
profile option FND: Enable Personalization Workbench to no
– Click the window for the level
• Site, Function, Responsibility or Organization
• Highlight the item to personalize
– The personalization structure for that item appears on the right

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Export Button – Personalization Workbench

• New user interface for

personalizations Click and hold
Double clickexport
export button, then
– Drag and drop component dragbutton, then to
and drop drag
location below
and
table. drop to location
needed to the location it should
land

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Export Button – Personalization Workbench

• After dropping the component in the

correct location, the properties page will
pop up.
– Enter ID, Text, View Instance
– Set Export all Rows to True
– Set Rendered to SPEL
• Return to the application and the button
will appear

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 Make a Field
Required

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Make a Field Required

• Requirement is to make the terms field required at the site level

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Make a Field Required – Classic Personalization

• Click Settings  Personalize Page

• Find the Message LOV Input for
Terms and click the pencil to edit
• Set Required to Yes at the site level
• Click the Apply button and then the
Return to Application Button

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Make a Field Required – Personalization Workbench

• Click Settings  Personalize Page

• Click on the field at the level you want to personalize – The responsibility level in this
example
– You can see Required is currently set to No

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Make a Field Required – Personalization Workbench

• Set required to yes

• Click the Save button

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Make a Field Required

• This is the form after the personalization

– The asterisk next to the terms field indicates this field is now required

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 Account Analysis –
Add Fields to View

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Receivables Account Analysis

• Account analysis screen in Receivables

– ReceivablesInquirySubledger AccountingJournal Entry Lines

Don’t need Supplier

name in Receivables

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Receivables Account Analysis

• Click the gear and chose “Personalize Page”

• Search for the Style = “Table”, then click the icon to View in Hierarchy

View in
Hierarchy

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Receivables Account Analysis

• Then click the arrow to expand the table

• This is a partial view of fields available in the table

– Click the pencil and set rendered to true or false as needed

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Receivables Account Analysis

• Made the following changes at the Responsibility Level

– Removed Supplier Name
– Added Customer Site Name

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 Add a Table using
Ad-Hoc Query

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User Management – Model Personalization/Adhoc Query

• User Management  Roles

– You can go to Security Reports to run a report of users with specific roles, but it would be
convenient to see it on this page
– This requires a Model Personalization
• Before starting the personalization, let’s gather some details from About this Page
– Query a Role and click the Pencil to edit

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User Management – Model Personalization/Adhoc Query

• Click the about this page link

• Gather the information needed as shown on
the next slide
• Then click Settings  Personalize Page

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User Management – Model Personalization/Adhoc Query

• This is the page definition from the about this page link
– Click the Expand All link
• See the View Objects that are shown in blue indicating they are hyperlinks
– We will need to use the name later in the personalization in a SPEL format which is
${oa.WfRolesEOVO1.Name}

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User Management – Model Personalization/Adhoc Query

• In the personalization structure, click the Model Personalization Button

• Then click the Create Button

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User Management – Model Personalization/Adhoc Query

• Create the Dynamic View

Object as shown here
– SQL Query - See the PPT
notes for the query
– Bind Variable comes from the
About this Page Link
• ${oa.WfRolesEOVO1.Name}
– Note the names of the view
attributes which will be used
later to populate the columns
in a table with this data
– Click apply

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User Management – Model Personalization/Adhoc Query

• Click the Return to Personalize Page link

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User Management – Model Personalization/Adhoc Query

• At this point, I strongly recommending returning to the application to check for errors
before completing the rest of the personalization

• If your model personalization is correct, the page should appear normal

• If you get an error similar to the error here, this issue needs to be resolved before moving
forward

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User Management – Model Personalization/Adhoc Query

• If your model personalization does not generate an error, click on settings  Personalize
Page again
• Back in the personalization structure, click the Complete View Radio button, then click the
Create Item icon for the page

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User Management – Model Personalization/Adhoc Query

• Create a table to hold the 4 fields selected in the adhoc query created
– Select the Advanced Table Item Style
– Enter the ID, Text and View Instance created earlier This is a view of
the attributes near
– Click Apply the bottom of the
This is a view of the
page
attributes near the
top of the page

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User Management – Model Personalization/Adhoc Query

• Back in the personalization structure, search for the Advanced Tables

• Click the View in Hierarchy Icon

• Click the create item icon on the table to create the fields for the columns

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User Management – Model Personalization/Adhoc Query

• Only enter the ID field

• Click apply to save each
column

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User Management – Model Personalization/Adhoc Query

• Back in the personalization

structure, you can see all the
columns have now been
created for the advanced
table
• The next step is to create
headings for each column
• Click the create item icon on
the column header

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User Management – Model Personalization/Adhoc Query

• Choose the sortable header Item Style and then enter only the id and the prompt
• If you want it sortable, scroll down and set Sort Allowed to “yes”

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User Management – Model Personalization/Adhoc Query

• The next step is to populate

each column with data
• Click the create item icon to
create the message styled text
to populate each column

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User Management – Model Personalization/Adhoc Query

• Now Create the Message Styled

Text for Each Column
• Chose Message Styled Texted as
the Item Style and enter the ID,
View Attribute and View Instance
details from your adhoc query
• If you want it sortable, scroll
down and set Sort Allowed to
“yes”

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User Management – Model Personalization/Adhoc Query

• These are the final two message styled text items

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User Management – Model Personalization/Adhoc Query

• Final Personalization Structure

View
• Click on the Return to Application
button
• TIP – Remember, if you want any
of your columns to be sortable, set
the Sort Allowed property to “yes”
for both the Sortable Header and
Message Styled Text

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User Management – Model Personalization/Adhoc Query

• Final Personalized form with table shown

• Click the detach table icon to pop out the table

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Finding SQL for Model Personalizations

• Go to the Security report table

and run a list of users report for a
specific role
• Choose the option to generate
offline

• Click the Go button above and

then click the details icon below

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Finding SQL for Model Personalizations

• Click the View Log button which will show the sql

This is a partial view

of the log. You can
cut and paste the
sql from here

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 Enable Record
History

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Example – Enable Record History

• 12.0.6+ Set FND: Record History Enabled to Yes to enable record history for a Header,
Table or Advanced Table region
• Customer table without history enabled

• Customer table with history enabled

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Example – Enable Record History

• If the profile option has no impact, try a personalization

• Click the personalize page link for an OAF form
– In this example, Tax Manager  Tax Configuration
Click on the
• Select a country to query tax regimes Personalize Page link

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Example – Enable Record History

• Select “Table” for the Style and click “Go”

Click the
pencil to edit

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Example – Enable Record History

• Set “Record History Enabled” to “true” and click “Apply”

• Click “Return to Application”

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Example – Enable Record History

• Record history column is now included

• Clicking on this icon displays history
• This does not yet work in every OAF form…so we’ll move on to the next example

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Enable Record History by Manually Creating Fields

• If the enable record history property does not work, create the fields manually similar to
modal personalization example earlier in this presentation
• For the exact instructions, go to the OAUG Conference Paper Database at
https://oaug.org/education-events
– Search for my presentations and find the presentation at Collaborate 17
• Must login as OAUG member to download presentations
• Also available at www.infosemantics.com

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 Rich Table
Interactions

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Accessibility Features

• To enable Hgrid Rich Interactions, make sure accessibility mode is set to none
• Go to Settings  Preferences

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New User Interface Animation

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Resize Columns

• Rich table features allow you to drag and drop to resize columns

ResizeShip-To
Resize Ship-
To Location
Location

Column
hide
indicator

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Move Columns

• In 12.2+, drag and drop to resize columns

Moving FOB
column to left

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Move Columns

• Click on gear to move columns

Gear to move
columns

Reset Button

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Freeze Columns

• Click on down arrow to display columns, then click

on columns to freeze
• To unfreeze, display columns again and then
Unfreeze
choose “Unfreeze”

Display columns

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Freeze Columns

• Blue line indicates frozen column

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New in 12.2.6+ - Excel Icon on OAF pages

• FND: Enable BNE Table Integration – set to true

• Window pops up to open or save the file

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New in 12.2.6+

• You can potentially use this as a WebADI spreadsheet

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 Admin
Personalization
Using Functional
Administrator

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Personalizations Using Functional Administrator 
Personalization
• Functional Administrator  Personalization  Application Catalog
– You can query all OAF pages by Application – page names are fairly intuitive

Use <CTRL>F to find specific

pages such as all pages with
Note application name /oracle/apps/icx/por/req/web
starts with “Oracle” ui/Req since no wildcards can
be used in the document path

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 Undo and Copy
Personalizations

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New in 12.2 – Undo Personalizations

• To undo personalizations within a browser session

Click the Manage

Levels Button
The Undo All button will undo
all personalizations created in
the browser session

Click the undo icon for a

specific personalization

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New in 12.2 – Undo Personalizations

• What if you really messed up? 

– You created an item, clicked “Return to Application” and get the Error Page 

This is why
you want the
FND:
Diagnostics
profile option
Click the About Previous Page link set to yes!

Click the
Personalization Tab

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New in 12.2 – Undo Personalizations

Click the Manage Personalization

Levels Button

Click the Undo

Icon

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New in 12.2 – Copy Personalizations

• Enter the document path of the personalization to copy and click go

• Then click the pencil for Manage personalizations

Click the Manage

Personalizations
Pencil

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New in 12.2 – Copy Personalizations

• Click the copy icon for the personalization you want to copy

Copy the
personalizations to
change # of rows

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New in 12.2 – Copy Personalizations

• Add the responsibility as needed to copy the personalizations

• Note you can also remove responsibilities from this page

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 Migrating
Personalizations
Tips
References

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Migration - OAF Personalizations
• Migrate OA Framework Personalizations from the Functional Administrator Responsibility
– Export to directory defined in FND: Personalization Document Root Path
– FTP to target instance
– Import from Document Root Path directory

• To import/export using a script, see MOD Doc ID: 344204.1 (How to use XMLImporter/XMLExporter
to import/export personalization) which can be found at:
https://support.oracle.com/epmos/faces/DocumentDisplay?id=344204.1

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Default Values in OAF – Why they don’t always work

• See white paper written by Anil Passi

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Potential issue when upgrading to 12.2.8

• Consider deleting personalizations on the home page and re-creating after upgrade
• Experienced this issue with 12.2.5. to 12.2.8 and 12.2.6 to 12.2.8
• Error after login:

• Used SQL to set “Disable Self-Service Personal” to “Yes”

• Deleted Personalizations
• Set “Disable Self-Service Personal” back to “No”
• Recreated personalizations
• This issue has been reported to Oracle Support

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References
• Oracle Application Framework Personalization Guide
• Oracle Applications Developer’s Guide
• Oracle Applications System Administrator’s Guide
• Oracle Applications User Guide
• Oracle Support Document 1292611.1
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1292611.1
• MOS ID: 2289685.1 (Oracle Application Framework Profile Options, Release 12.2.7)
– https://support.oracle.com/epmos/faces/DocumentDisplay?id=2289685.1
• MOS ID: 807319.1 (Oracle E-Business Suite Release 12.1 and 12.2 Transfer of Information (TOI) Online
Training)
– https://support.oracle.com/epmos/faces/DocumentDisplay?id=807319.1
• Previous Infosemantics Presentations on our web site
– EBS – OAF Personalization Examples – great rewards with low effort
– Even more Forms and OAF Personalization Examples-2015
– Customization Reduction with Forms and OA Framework Personalizations R11i/R12
– Ten More Forms and OAF Personalization Examples – Version 3…Updated for R12.2
– Ten New Forms and OAF Personalization Examples for R12.1

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 Session ID:
10693

Remember to complete your evaluation for this session within the app!

111