TRAINING DOCUMENT

OA Personalization

Table of Contents
1
2
3
4
5

Personlaizations ................................................................................................................... 3
Profile Options ...................................................................................................................... 3
Peronalization Levels .......................................................................................................... 3
Personalization Icons .......................................................................................................... 5
Personalization Features and Properties .......................................................................... 6
5.1
Rendered6
5.2
Hiding a Region......................8
5.3
Required......................8
5.4
Read Only10
5.5
Prompt..10
5.6
Maximum Length......................10
5.7
Tip Message......................11
5.8
Initial Value........................13
5.9
Enabling DFF..15

7
8

Creation of Items ..................................................................... Error! Bookmark not defined.0

6.1
Button...20
6.2
Message Check Box..22
6.3
Separator.23
6.4
Flex...24
6.5
Url Include28
6.6
Static Styles Text29
6.7
Link30
6.8
Message Styled Text.32
6.9
Message Text Input33
6.10
Raw Text..34
Reorder..35
Functional Administrator Responsibility Functions.36

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1. Personalization
OA Personalization Framework allows you to personalize your user interface (UI) of Oracle SelfService Web Applications without modifying any underlying code.
Following are some common types of personalizations you can accomplish with OA
Personalization Framework:

Change the prompt for a field or other text on a page

Hide or show a field on a page
Make the fields mandatory and non mandatory
Reorder fields or items on a page
Restrict data that a user can access
Add new buttons, links, text items, images, etc. (Creation of Items)

2. Profile Options:
S. No
1

Profile Option
Disable Self-service Personal

Level
Site Level or
Application Level

Personalize Self Service Defn

User or Site

FND: Personalization Region

Link Enabled

User or Site

Purpose
Disables all the
personalizations
made
Global
Personalization
button on every page
will appear to do the
necessary
personalization
Personalization link
appears at every
region on the self
service page

3. Personalization Levels
There are different Levels available at which the Personalizations can be made are

Function Custom/Seeded
Site
Organization and
Responsibility Level

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Function Level:
You can create personalizations for a region at the Function level, such that the personalizations are
visible only when you display the region by selecting a specific function. For Example, suppose you have
an updatable region and you want that region to be updatable when accessed from FunctionA in the
menu, but to be read-only when accessed from FunctionB in the menu. To accomplish this, you create a
Function level personalization that makes all the fields read-only for FunctionB. You can have only one
set of personalizations per region per function.
Site Level:
A site refers to an installation of Oracle Self-Service Web Applications. Personalizations that you make at
the site level affect all users of the current installation.
Organization Level:
Depending on the context you choose, an Organization can be a plant, a unit, a department, a division
within a company or even a complete company (BG). Personalizations that you make at the Organization
level affect all users of that Organization.
Responsibility Level:
When you make personalizations at the responsibility level for a specific responsibility, the changes are
effective only for the users of that responsibility.

4. Personalization Icons

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Launches a focused version of the Page Hierarchy Personalization page, for the selected region.
To Reorder the Fields
To Create a New Item
To delete the Items

Choose the Context levels to where exactly the personalizations have to be made

You can either Activate, Inactivate, or Delete existing personalizations at the required
levels

5. Personalization Features/Properties:
5.1 Rendered:

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We can either enable or disable a field using Rendered option
Select the value from the poplist which generally displays Inherit, true, false and SPEL.

For Example: To disable Alias field click on Personalize Name

Select the Pen icon and disable the field in Self Service Page

Select the Value from the Poplist.

The poplist generally displays the choices Inherit, true, false, and SPEL,
And also select the levels where you want to personalize the field

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Once you click on Apply, it takes you to the main personalization page
So now click on Return to Application

Alias field is no more visible in this region.

5.2 Hiding a Region

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To hide the region select the region you want to hide

For Eg: to hide OTHER
Click on Personalize Other

Click on Personalize Default Single Column Basic Details

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The region is hided.

5.3 Required
Similarly to make the field mandatory or non mandatory select the values from the Poplist

You will find a

* which indicates mandatory and the field to be entered

5.4 Read Only

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To make to non updatable select read only

5.5 Prompt
To change the prompt

5.6 Maximum Length

Example: To set the Maximum Length of Proxy Name, click on personalize page

The Maximum Length of Proxy Name is 30 characters.

Gave the value 2 characters at the function level

So the user can enter only 2 characters.

5.7 Tip Message:

To add additional instructional text for users in the form of tips.

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Select Application Developer Responsibility -> Application -> Messages -> Add a New Message

Select Tip Type as longMessage from the Poplist

Select the Message Name which we have created in the Message form through Application Developer
Responsibility

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Apply

5.8 Initial Value

To specify a default value. Incase if it is a free field you can directly give the default value.
Note: This does not work in all cases if you want to default a value for a free field
Prerequisite:

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Set the Profile Option FND:OA:Enable Defaults to Yes
To default a value from a List of Values
For Example: To default the Title as Mr

Query the Lookup

Select the code from the of Mr.

Go to Personalization page

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Select the Add Blank Value as False

And in Initial Value paste the code of Mr.
Apply

The value is defaulted.

5.9 Enabling DFF

Select a particular region and search for the flex

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Click on Personalize Page

Search for the required flex

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Change the value for the Rendered to True at the required Level and click on apply and return to
application.

Now you can see the segments in the DFF displayed:

If you want enable only some segments in DFF then go to
Personalize Page-> Search for the Required Flex-> Click on the Pencil -> In the Segment List Enter the
Code of the structure and the required segments in that structure of the DFF
Example: For Further Contact R'ship Information in the segment list we need to enter IN|Guardian
Name|Guardian Birth Date
Descriptive Flex Field:

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Click on apply and return to application: Now you can see only two segments of DFF displayed :

If you want to display segments only in Read only mode then go to Personalize Page-> Search for the
Required Flex-> Click on the Pencil -> In the Segment list for the required segment add ($RO$)
Example: IN|Guardian Name($RO$)|Guardian Birth Date

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Click on apply button and return to application:

Now the Guardian Name will be in read only Mode

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6.

Creation of Items

6.1 Create Button

A button item style creates a push button, which allows the user to trigger some action in response to a
click. The button fires an "onclick" event when it is activated

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Enter Component Id: Button

Enter URL
: javascript:void window.open("http://www.oracle.com")
(in order to display this in a new page)
Apply

Click on the Button and it opens the url

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6.2 Message Check Box

The Message Check Box item style is a combination of the checkBox and inlineMessage controls.

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Enter Component Id
Prompt
Initial Value
Apply

: Message Check Box

: Message Check Box
:Y

6.3 Separator
The separator item style creates a horizontal separator. A dotted line appears on the screen.
Enter Component Id
Apply

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: Separator

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6.4 Creating Flex

If we want to create any Flex in the web page first we need to see whether that DFF exists in that Web
page or not:
To Check the DFF in the Web pages click on About this page hyperlink which will on the left down
corner of the webpage:

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Check for the available flex fields in the Flex field Reference

Copy the item name of the required flex and go the page definition and click on the Expand ALL

Search for the VO for the required flex field. Search (CTRL TAB+ F TAB) and paste the copied item name
and click on the find next

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Copy the VO Against the required flex item:

Click on Return to page Hyperlink which is on left corner of the page :
Click on the Personalize page at required level :

Click on Create item :

Select the level as function Level
And item style as Flex

Enter the Value for ID

In the Appl Short Name field
In the Name field
In the Prompt Field
In Read only Field
In the Rendered field
In the View Instance

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: Flex1
: PER (For Human Resources)
: Enter the DFF Name
: Enter the Prompt Name for Flex item
: Select False from LOV
: Select True from LOV
: Copy the VO copied against the flex item

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Click on Apply .In the personalization structure you can find the flex created .

Click on Return to application Hyperlink:

You can see the segment displayed on the webpage:

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6.5 URL include

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The urlInclude item style allows you to includes HTML content loaded from an external source under the
parent region.
Enter Component Id
Source URI
Apply

: Urlinclude
: Enter the url

6.6 Create Static Styled Text

Text that is for display only and not for editing purposes

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Enter Component Id
Prompt
Message Name
Apply

: SST
: This is for your information
: FULL Name

This includes the prompt and the message name

6.7 Create Link

Enter Component Id
Destination URL
Apply

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: Link
: Give the url

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The link item style creates an HTML link tag.

When you click on the Link, it takes you to the tag

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6.8 Create Message Styled Text

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A text field that can be updated and have a default value.
Enter Component Id
Destination URL
Apply

: MessStyledText
: This is your personal information

6.9 Message Text Input

The Message Text Input item style is a Text Input field.

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Enter Component Id
Prompt
Apply

: Hobbies
: Hobbies

Enables a free field to enter the information

6.10

Create Raw Text

The raw text style allows you to enter HTML tags to display text in bold.
Enter Component Id

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: Raw Text

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Prompt
Text
Apply

: Please enter your hobbies

: Enter your hobbies

7 Reorder
You can reorder the items either for a particular region or at the page level at different levels.

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8.

Functional Administrator Responsibilty Functions:

You can use this responsibility incase if you come across any errors while doing the
personalizations. Using this responsibility you can either deactivate or delete personalizations

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Select the Document Name of the particular page where you are getting an error and go to
Go to Functional Administrator Responsibility -> Select Personalizations Tab
In Application : Select Human Resources from the List of Values
And in the Document Path give the document name of the particular page where you are getting
an error

Click on Manage Personalizations and it takes you to that particular page where you have done the
personalizations

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Shows you the levels where you have done the personalizations.
So either delete or deactivate and retest the same.

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