Administrative-level (admin-level) personalizations are performed by Oracle E-Business Suite administrators who are often department-level functional consultants or administrators who understand, design and tailor the functional business flows of their organization. As an Oracle E-Business Suite Administrator, you can use OA Personalization Framework to personalize the pages of OA Framework-based applications at various personalization levels without modifying any code. Refer to the Customization Primer and the discussions of Personalization Levels and OA Personalization Framework Features for an overview of what you can accomplish.
Note: The term "Administrator" used throughout this document refers to the Oracle E-Business Suite Administrator described above and not to the System Administrator who configures and maintains the application system.
Note: If you use Netscape 4.7 or earlier or if you turn Partial Page Rendering (PPR) off by setting the FND: Disable Partial Page Rendering profile value to Yes, you may see additional Go buttons rendered throughout the OA Personalization Framework user interface. These Go buttons allow you to refresh parts of the page with changes that PPR would have otherwise taken care of.
Before you can personalize a region at a personalization level, you must set the Personalize Self-service Defn (FND_CUSTOM_OA_DEFINTION) profile option to Yes for the user you are signing in as. Every OA Framework-based application page contains a global Personalize Page link. This profile option enables the global Personalize Page link on every page so that you can personalize any page or region. The Personalize Page link first navigates to the Choose Personalization Context page, then to the Page Hierarchy Personalization page or to the Page Layout Personalization page, where you can drill down to the region you wish to personalize.
Additionally, you may set the FND: Personalization Region Link Enabled ( FND_PERSONALIZATION_REGION_LINK_ENABLED) profile option to Yes or Minimal, to enable Personalize Region links for each region in a page. When this profile is enabled, Personalize Region links appear above each region, unless the region is a table, hierarchy grid, or table layout region, in which case the link appears below that region. Rather than use the global Personalize Page link on every page, you can use any of the Personalize Region links to first navigate to the Choose Personalization Context page, then to the Page Hierarchy Personalization page with immediate focus on the region from which you selected the Personalize Region link.
Note: Enabling the "Personalize Region" links allows users to also personalize regions that are dynamically added to the page from custom code in the controller.
For more information about the FND: Personalization Region Link Enabled profile option, refer to the Personalization section in the OA Framework Profile Options appendix of the Oracle Application Framework Developer's Guide.
Tip: You may also want to set the FND: Diagnostics (FND_DIAGNOSTICS) profile option to Yes to render the "About this page" link at the bottom of each OA Framework-based page. The About this page link takes you to the "About" page which displays information about the current page, the page's context, and the environment. The Personalization subtab on the "About" page also identifies personalizations that are in effect on the current page for the current personalization context and provides a Manage Personalization Level button that lets you navigate to the Manage Personalization Levels page directly to recover from errors that result from a personalization.
For more information about the FND: Diagnostics profile option, refer to the Logging / Diagnostics section in the OA Framework Profile Options appendix of the Oracle Application Framework Developer's Guide.
For more information about the "About" Page, refer to the Discovering Page, Technology Stack and Session Information section in the Testing and Debugging chapter of the Oracle Application Framework Developer's Guide.
As an administrator, there are two ways in which you can initiate Admin-level personalizations. You can either search for the page using the Functional Administrator Home page and personalize the page without running it, or run the actual page in Oracle E-Business Suite and initiate the Personalization UI from the Personalize Page global link on the rendered page.
Important: PERSONALIZING PROGRAMMATICALLY INSERTED REGIONS - A region that is programmatically inserted into a page by a page controller is not available for personalization when you initiate the OA Personalization Framework from the Functional Administrator responsibility or by clicking the Personalize Page global link.
The page's metadata does not include a reference to the metadata of the dynamic region because the region is not a part of the page until runtime, when the controller is executed. As a result, the page is not aware of the dynamic region and cannot reference it for personalization from the Functional Administrator responsibility or from the Personalize Page global link. Instead, to personalize a dynamic region, you must set the FND: Personalization Region Link Enabled profile option to Yes or Minimal to render Personalize Region links for each region in the page. Since the Personalize Region links are displayed based on the page's current run-time status, you can then select the Personalize Region link for that dynamic region to personalize it.
To initiate OA Personalization Framework from the Functional Administrator tool in Oracle E-Business Suite:
To initiate OA Personalization Framework from the global Personalize Page link:
Note: If there is an problem with the current personalization context, OA Personalization Framework will display the Choose Personalization Context page, showing the error message above the page.
To initiate OA Personalization Framework from a Personalize Region link:
Note: If there is a problem with the current personalization context, OA Personalization Framework will display the Choose Personalization Context page, showing the error message above the page.
The Page Layout Personalization page provides a WYSIWYG user interface for personalizing a configurable page or region.
Note: If you personalize a non-configurable page (a page that does not have the necessary metadata to personalize its layout) or when you run your application in Accessibility mode (profile option Self Service Accessibility Features (ICX_ACCESSIBILITY_FEATURES) is set to Standard Accessibility), you will not see the Page Layout Personalization page, as shown below. Instead, you will see the Page Hierarchy Personalization page, where you can perform the same personalization functions, using a descriptive tabular user interface.
Note: With the Page Layout Personalization page, you can launch most of the personalization operations from the Layout mode or Content mode of the page. You can also personalize individual properties of a page element through the focused version of the Page Hierarchy Personalization page that you navigate to by selecting the Personalize icon on a boxed region in the Page Layout Personalization page.
The Page Layout Personalization page has two modes, Layout and Contents, which you can access from the subtabs on the page. These modes organize the personalization tasks that you can perform so that they correlate directly to the flexible layout or flexible content regions on the page.
The View Level poplist that appears for both Layout and Contents mode, allows you to select a single personalization level from your specified context for which you wish to personalize the layout. Note that even though you can choose more than one personalization level in the Choose Personalization Context page, OA Personalization Framework only allows you to save a configurable page personalization at one level. The default value of the View Level poplist is the lowest applicable level specified in your context.
The Layout mode of the Page Layout Personalization page renders boxes around each region on the page regardless of whether the region is a flexible layout or not. Control icons that allow you to configure a region, however, are displayed only for boxed flexible layout regions. The actual content of a boxed flexible layout region is not displayed. Note that in this particular example, the instruction text and region immediately below the Update Customer header is not a flexible layout region, therefore its content is fully displayed.
In the Layout mode, flexible layout content is simply represented as a header title within each flexible layout box. This frees up screen space so that all nested levels of flexible layout regions can be represented on the page without further drilling.
The Layout Mode Task Flows section below describes the personalizations you can accomplish in the Layout Mode.
If you wish to exit from the Page Layout Personalization page, select the Return to Application link at the bottom of the page to return to the original page.
Layout Mode of the Page Layout Personalization page for the Update Customer page.
The following table lists the personalization tasks you can accomplish from the Layout Mode of the Page Layout Personalization page.
Note: Use this control for reordering only the immediate children of this region. To reorder contents below that level, select the region's Personalize icon to access the focused version of the Page Hierarchy Personalization page, which contains a Reorder icon for each applicable item within the region.
The Contents mode of the Page Layout Personalization page displays all content in the page, including the content attached to flexible layout regions.
The Contents Mode Task Flows section below describes the personalizations you can accomplish in the Contents Mode. You can add new content to the layout, create new items in an existing boxed content region, as well as update the personalizable properties of specific elements in the page. You can also remove or reorder contents from different regions on the page. To rearrange contents across different regions, you must first remove them from their current location and then add them to the new destination region.
If you wish to exit from the Page Layout Personalization page, select the Return to Application link at the bottom of the page to return to the original page.
Contents Mode of the Page Layout Personalization page for the Update Customer page.
The following table lists the personalization tasks you can accomplish from the Contents Mode of the Page Layout Personalization page.
Note: Use this control only for creating immediate children of a given region. To create items below that level, select the region's Personalize icon to access the focused version of the Page Hierarchy Personalization page, which contains a Create icon for each applicable item within the region.
Note: Use this control for reordering only the immediate children of this region. To reorder contents below that level, select the region's Personalize icon to access the focused version of the Page Hierarchy Personalization page, which contains a Reorder icon for each applicable item within the region.
In the Page Hierarchy Personalization user interface, the entire layout of a configurable page is displayed in a hierarchy table (HGrid). The Page Hierarchy HGrid displays nodes for all the structures that make up the page. The initial focus of the Page Hierarchy is at the page layout level. As in all HGrids, you can change the focus of the Page Hierarchy HGrid, as well as drill in or out of the various page structure nodes. The HGrid location indicator keeps track of where you are within the page structure.
Note: If the page you personalize is a configurable page (a page that contains metadata to personalize its layout) and you are not running your page in Accessibility mode (profile option Self Service Accessibility Features (ICX_ACCESSIBILITY_FEATURES) is set to None), you will not see the Page Hierarchy Personalization page, as shown below. Instead, you will see the Page Layout Personalization page, where you can perform the same personalization operations, using a more graphical user interface.
Page Hierarchy Personalization page for the Update Customer page in Accessibility mode
The Personalization Context shown at the top of the page lists the context for the top-level object, which in the case of the Oracle E-Business Suite, is the page layout. It identifies the scope of the personalizations you are about to make, as well as to what personalization level(s) and value(s) these personalizations apply.
The Simple View and Complete View radio buttons in the Personalization Structure region allow you to toggle between a Simple or Complete view of the page structure in the HGrid below. When you select the global Personalize Page button, you automatically navigate to the Simple view of the page structure hierarchy. The Simple view does not show some of the layout elements that create unnecessarily complex nesting within the page structure hierarchy. This simplified structure allows you to quickly locate the region or item you wish to personalize.
If you initiate personalizations by selecting a Personalize Region link, you always navigate to a Complete view of the page hierarchy, with focus on the region from which you selected the Personalize Region link.
Both Simple and Complete views remember their status when you switch from one type of view to another. For example, if you focus on a particular page element node in the Complete view, then switch to the Simple View, and finally return to the Complete view, the focus will be on the same node from which you first left the Complete view. There are, however, exceptions:
When you display the Simple view of the Page Hierarchy Personalization page, a column called Show in Complete View is displayed in the HGrid. If you select the icon in this column for a page element node, the page switches to the Complete view, with the focus on that page element node.
If the Page Hierarchy Personalization page is in the Simple view, and the children of a node do not reflect the actual hierarchy structure of the children (because some layout elements are not shown), the Reorder and Create icons will be disabled. To enable the Reorder and Create icons for the children of that node, select the Show in Complete View icon for that node, so that the correct hierarchy of the children is shown in the Complete view.
The Shown column in the HGrid indicates whether the page element is rendered after applying all existing personalizations for the current context. The User Personalizable column indicates whether the page element is user personalizable.
The Page Hierarchy Task Flows section describes how to accomplish your personalization needs using the various launch controls on this HGrid.
If you wish to exit from the Page Hierarchy Personalization page, select the Return to link at the bottom of the page to return to the original page.
The following table lists the personalization tasks you can accomplish from the Page Hierarchy Personalization page. Each task starts from a single launch point on the page. Note that all tasks take you to different pages within the Personalization user interface. From these launched pages, you specify and save your personalization changes. No changes are ever committed on the Page Hierarchy Personalization page itself.
Note: Although a region may be personalizable, not all region items in a region are personalizable. Each region item in a region has an ADMIN_CUSTOMIZABLE property associated with it. If the property is set to false by the developer of the region, the region item is not personalizable at the personalization level. For example, a developer would very likely set ADMIN_CUSTOMIZABLE to false for the vertical spacer item in a table layout region to prevent disruption of the spacing in a table.
Note: Add Content is available only if the page you are personalizing is a configurable page.
Note: Remove Content is available only if the page you are personalizing is a configurable page.
Note: You can only create a new item if you have your personalization context set to include the Site level.
Note: Delete Item is available only if the page element is an item that was created at the Site level using the Create Item page.
You can declaratively add new items or fields to regions using the Personalization UI.
Since you can only add new items to an OA Framework application page at the Admin-level, you need to first enable Admin-Level personalizations for your application by setting the Personalize Self-Service Defn (FND_CUSTOM_OA_DEFINTION) profile option to Yes. From the Functional Administrator responsibility, or in the page you wish to personalize, select the Personalize Page global link to navigate to the Create Item page in the Personalization UI.
The Personalization UI provides you with the ability to add new items as well as include other sources of information to a personalizable region. This example illustrates how to create a URL link in the Advanced Worklist page for all users of the site that displays additional information. This example creates the URL link within the page layout level
Important: Be sure that in the page you wish to link to, you also create a URL link back to the source page.
Note: If you add a new item to a region and it does not appear on the page, it is likely that the region you added the item to does not have the Add Indexed Children property in OA Extension set to True in by the developer. If this occurs and adding the new item to a different region within the region hierarchy is not an option, contact Oracle Support for assistance.
Tip: If you make a mistake when you create a new item, such that it causes the base page to display an error, you can sign on to the Oracle E-Business Suite as the Functional Administrator responsibility and remove the personalization using the Manage Personalization Levels page.
You can use OA Personalization Framework to add additional instructional text for your users in the form of tips. This example illustrates how to add a new tip to a page at the Site level.
Choose Apply when you are done. Then choose Return to Application on the Personalize page to see the change.
Note: If you add a new item to a region and it does not appear on the page, it is likely that the region you added the item to does not have the Add Indexed Children property in OA Extension set to True in by the developer. If this occurs and adding the new item to a different region within the region hierarchy is not an option, contact Oracle Support for assistance.
Tip: If you make a mistake when you create a new item, such that it causes the base page to display an error, you can sign on to Oracle E-Business Suite as the Functional Administrator responsibility and remove the personalization using the Manage Personalization Levels page.
A function in the Oracle E-Business Suite is a piece of application logic or functionality that is registered under a unique name for the purpose of assigning it to, or excluding it from, a responsibility. You can create standard personalizations for a region at the Function level so that the personalizations are effective only for users of a specific function. Once you create a function-level personalization, you can update it or delete it.
Note: Oracle may deliver predefined Function-level personalizations. Customers can view but not update or delete "Oracle-seeded" Function-level personalizations.
Function-level personalizations are the highest level of personalizations you can make. Any further personalizations you make to the same region at lower Admin-levels always override the personalizations you make at the Function level.
To maintain function security, the function for which you are personalizing the region must be included in the responsibility from where users launch the page containing the region.
Once you create a function-level personalization, you can pass the function name corresponding to the personalized region by specifying the function name on the URL using the parameter OAFunc. For example:
http:// : /OA_HTML/OA.jsp?OAFunc= &.
OAFunc can be used in two different ways:
Suppose you have the following URL that launches an Oracle E-Business Suite page that is defined as the web_html_call of function XYZ:
OA.jsp?OAFunc = XYZ
OA.jsp?page=oracle.apps.fnd.framework.webui.TestRegion
If you want a function-level personalization of ABC (defined using OA Personalization Framework) to apply to this page, you should change the web_html_call of function XYZ to:
OA.jsp?page=oracle.apps.fnd.framework.webui.TestRegion&OAFunc=ABC
Please refer to the "Personalizable Pages" topic in Chapter 4 of the Oracle Application Framework Developer's Guide for details of other ways you can pass a function name to a corresponding personalized region.
See a summary of key Personalization issues with suggested workarounds if available.