Form Personalization - Basics

Please refer to oracle metalink note - How To Do Forms Personalization (Doc ID- 468657.1)

This note contains a demonstration viewlet which explains the steps to do form personalization for the following tasks

1) How to change the Label Description?

2) How to make the field Mandatory?

3) How to Remove Certain Fields?

4) How to hide Tabs?

5) How to change tab label details?

6) How to control position of radio button?

7) How to set initial values to field?

8) How to make field’s not updatable?

9) How to Create PO with Promised date greater than sysdate?

10) How to add special Menu and Actions?

Script to view all Form personalization by responsibility

  SELECT fpt.application_name,
         ff.form_name source_form_name,
         fft.user_form_name,
         fft.description form_description,
         fff.function_name,
         ffft.user_function_name,
         ffft.description function_description,
         ffcr.sequence personalize_rule_sequence,
         ffcr.description personalize_rule_description,
         DECODE (ffcr.rule_type,  'F', 'Form',  'A', 'Function')
            personalize_rule_level,
         ffcr.enabled personalize_rule_enabled,
         ffcr.trigger_event personalize_rule_event,
         ffcr.trigger_object,
         ffcr.condition personalize_rule_condition,
         DECODE (ffcs.level_id,
                 10, 'Industry',
                 20, 'Site',
                 30, 'Responsibility',
                 40, 'User')
            context_level,
         DECODE (ffcs.level_id,
                 10, '',
                 20, '',
                 30, frt.responsibility_name,
                 40, fu.user_name)
            context_level_value,
         ffca.sequence action_sequence,
         DECODE (ffca.action_type,
                 'P', 'Property',
                 'M', 'Message',
                 'B', 'Builtin',
                 'S', 'Menu',
                 '')
            action_type,
         ffca.summary action_description,
         ffca.enabled action_enabled,
         DECODE (ffca.language,
                 '*', 'All',
                 'US', 'American English',
                 'AR', 'Arabic')
            action_language,
         DECODE (ffca.action_type, 'P', ffca.object_type, NULL)
            action_object_type,
         DECODE (ffca.action_type, 'P', ffca.target_object, NULL)
            action_target_object,
         DECODE (ffca.action_type, 'P', ffcpl.property_name, NULL)
            action_property_name,
         DECODE (
            ffca.action_type,
            'P', DECODE (
                    ffca.argument_type,
                    'B', DECODE (ffca.property_value,  '5', 'FALSE',  '4', 'TRUE'),
                    ffca.property_value),
            NULL)
            action_property_value,
         DECODE (
            ffca.action_type,
            'M', DECODE (ffca.MESSAGE_TYPE,
                         'S', 'Show',
                         'E', 'Error',
                         'W', 'Warning',
                         'H', 'Hint',
                         'D', 'Debug'),
            NULL)
            action_message_type,
         DECODE (ffca.action_type, 'M', ffca.MESSAGE_TEXT, NULL)
            action_message_text,
         DECODE (ffca.action_type, 'B', ffca.builtin_type, NULL)
            action_builtin_type,
         DECODE (ffca.action_type, 'B', ffca.builtin_arguments, NULL)
            action_builtin_arguments,
         DECODE (ffca.action_type, 'B', ffca.menu_argument_long, NULL)
            action_builtin_parameters,
         DECODE (ffca.action_type, 'B', ffca.menu_argument_short, NULL)
            action_builtin_code,
         DECODE (ffca.action_type, 'S', ffca.menu_entry, NULL)
            action_menu_entry,
         DECODE (ffca.action_type, 'S', ffca.menu_label, NULL)
            action_menu_label,
         DECODE (ffca.action_type, 'S', ffca.menu_seperator, NULL)
            action_menu_seperator,
         DECODE (ffca.action_type, 'S', ffca.menu_enabled_in, NULL)
            action_menu_blocks_enabled,
         DECODE (ffca.action_type, 'S', ffca.menu_argument_short, NULL)
            action_menu_icon_name
    FROM fnd_application fp,
         fnd_application_tl fpt,
         fnd_form ff,
         fnd_form_tl fft,
         fnd_form_functions fff,
         fnd_form_functions_tl ffft,
         fnd_form_custom_rules ffcr,
         fnd_form_custom_scopes ffcs,
         fnd_responsibility_tl frt,
         fnd_user fu,
         fnd_form_custom_actions ffca,
         fnd_form_custom_prop_list ffcpl
   WHERE                                           ----------------APPLICATION
        fp   .application_id = fpt.application_id
         AND fpt.language = 'US'
         ------------------------ FORM
         AND fpt.application_id = ff.application_id
         AND ff.form_id = fft.form_id
         AND fft.language = 'US'
         ------------------------ FUNCTION
         AND ff.form_id = fff.form_id
         AND fff.function_id = ffft.function_id
         AND ffft.language = 'US'
         ------------------------ Custom Rule
         AND ff.form_name = ffcr.form_name
         AND ffcr.function_name = fff.function_name
         ------------------------ Custom Scope
         AND ffcr.id = ffcs.rule_id
         AND ffcs.level_value = frt.responsibility_id(+)
         AND frt.language(+) = 'US'
         AND frt.responsibility_name =
         AND ffcs.level_value = fu.user_id(+)
         ------------------------ Custom Actions
         AND ffcr.id = ffca.rule_id
         AND DECODE (ffca.action_type, 'P', ffca.property_name, 79) =
                ffcpl.property_id
         AND DECODE (ffca.action_type, 'P', ffca.object_type, 'ITEM') =
                ffcpl.field_type
ORDER BY fft.application_id,
         ff.form_name,
         ffcr.function_name,
         ffcr.sequence,
         ffcs.level_id,
         ffcs.level_value,
         ffca.sequence

Special Triggers in Form

SPECIAL1 to SPECIAL45 triggers are used to define menu entries in form.

Below is the classification of special number triggers as per menu item

1-15  - Tools
16-30 - Reports/ Inquire
31-45 - Actions

Form Personalization - Changing LOV Query

If you want to change your LOV fields dynamically, follow 2 simple steps below

1) Create your own custom record group with SQL query

2) Attach this record group to desired LOV

Form Personalization - Masking fields

Just follow below simple steps to mask any field using form personalization

Once you follow above steps, you can see total amount field masked as below in sales order form

Form Personalization - Launch program

If you want to launch any program using menu button in oracle apps, please follow below simple steps

1) Add personalization to define  menu entry with label which will then be visible in Tools menu of your application

2) You can see this menu entry in Tools drop-down of order form - OEXOEORD like below

3) Next, add personalization to define execute action when you click on this menu i.e. what program should run when you click on this menu button. You can also pass parameters to this program from your form as i have passed order header id in this example