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4/5/2020 Form Personalization in Oracle Apps « Learn Oracle
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Form Personalization
in Oracle Apps
bishnupc / 11:01 PM / 9
Form Personalization
Oracle has provided a simple and easy feature to
implement the customer specific requirements without
modifying the underlying forms code or CUSTOM
library. Although CUSTOM library still can be used for
forms customization to implement the complex
business logic, the personalization feature provided in
the latest release is easy, faster and requires
minimum development effort.
If user needs to personalize any details in a form like
changing field names, adding some validations, etc,
then Form Personalization can provide the way out in
few simple steps.
Please follow here to go through Steps with example
Steps:
Step – 1:
Go to the specific form where you need the changes
https://www.learnoracle.in/2012/11/form-personalization-in-oracle-apps.html 1/20
Then we need to note down the block and field name

which is needed in next steps.
So keep the cursor on the required field and then Go
to Help --> Diagnostics --> Examine
Note down the Block and Field value.
Step -2:
Now the step to do the personalization

Follow this navigation
Help à Diagnostics à Custom Code à Personalize
This will show the Form Personalization window
Here you need to do the customization as per the

requirement.
As you can see in this form, there are mainly 4
sections
1. Rule
2. Condition
3. Actions
4. Context
Step – 3:
Rule:
This is the section where you need to create the rules

how your requirement is going to be executed. This
section contains 4 segments, Seq, description, Level
and Enabled flag.
Seq : Need to give the Sequence how the rule will
execute (a number)
Description: Write a sort description of the rule which
you are going to create
Level: Select the level where you want the rule to

execute
Enabled: This is the flag which will enable or disable
the rule.
Example:
Step – 4:
Condition:
Now need to set the condition.

This is the section where you will define when the rule
will be executed.
This section contains 4 segments, Trigger Event,
Trigger Object, Condition and Processing mode.
Trigger Event: This specifies where the rule will be

executed. There are mainly 5 types of event which
decided the trigger of the rule.
Trigger Object: This is the Object in the form which

decides at what level the rule will be executed.
The values can be “<Form Name>”, ‘<Block Name>”
or “<Item Name>”
Condition: Here mention any SQL statement to
control the execution of the rule when the mentioned
criterion is met.
Processing Mode: This is the mode where you want
the rules to be executed.
Example:
Step – 5:
Actions:
This decides what will happen when the rule will

execute.
This contains 2 sections.
Left sections contains Seq, Type, Description,
Language, Enabled
Seq: Mention the Action sequence which this rule will
execute
Type: This is of 4 types, Property, Message, Builtin,
Menu.
This decides which type of action, the rule will
perform.
According to this the right section will come and need
to fill the detailed actions.
Description: Write a description on the action which
this will perform.
Language: Select the language
Enabled: You can enable or disable the actions here.
Right Section is a dynamic section; it appears
depending on the Type field value in Left section.
Action Types:
Property
The action type “Property” is used to set the
properties of the objects. The various objects include
“Item, Window, and Block etc.”. Actual object name
defined in the form should be entered after selecting
the object type.
Property Name is the property to be changed
Value is the new desired value for the property.

The current value of the property will be displayed
when clicked on the “Get Value” button.
Example:
Object Type = “Item”
Target Object = “:ORDER.ORDER_NUMBER”
Property Name = “PROMPT_TEXT”
Value = “Claim Number”
The value is interpreted at runtime, so you can use
SQL functions and operators. Any value started with
“=” operator will be interpreted at runtime; otherwise
the value is treated as is entered in the value field
Message:
The action type “Message” is used to display custom
messages during runtime. Message Type and
Description should be entered after selecting the
action type as “Message”. The available message
types are “Error, Warning, Hint, Question and Debug”.
Depending on the response expected from the user,
the appropriate message type should be selected.
Example:
Message Type = “Hint”
Message Text = “Please Follow the Date format DD-
MON-YYYY”
Builtin:
The action type “Builtin” is used to execute the form

and AOL API’s. Depending on the API type selected,
the parameters should be entered.
Example:
Builtin Type = FND_UTILITIES.OPEN_URL
Argument = http://www.oracle.com
Menu:
The action type “Menu” is used to activate the
available special menus on the Tools menu.
Oracle Applications provide 45 special menus under
Tools menu which can be used by customers based
on their requirements.
Select the SPECIAL menu which is not used by the
form. Menu label is the prompt which appears to the
users when Tools menu is invoked, block specifies the
blocks for which the special menu should be activated
and Icon name is the .ico file name.
A separator can be created above the activated
special menu by selecting the “Render line before
menu” checkbox.
Example:
Menu Entry = SPECIAL4
Menu Label = Additional Order Header Information
Enabled in Blocks(s) = ORDER
Icon Name = Flower.ico
Step – 6:
Context:
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.
Example:
Context = Responsibility
Value = Order Management Super User
Step by Step Analysis

Requirement: Don’t allow the user to use more than 1
qty in Order line Qty field during creation of a sales
order.
Solution:
Step -1:
Go to the specific form where you need the changes
Here in this case this will be the Sales Orders form
and then Line Items tab.
Then we need to note down the block and field name

which is needed in next steps.
So keep the cursor on the required field and then Go
to Help à Diagnostics à Examine
Note down the Block and Field value.

Step -2:
Help --> Diagnostics --> Custom Code --> Personalize
Step – 3:
Fill the Rule section
Step – 4:
Fill the Condition section
Step – 5:
Fill the Actions section
Step – 6:
Fill the context As you need.
Save this.
Log out of the application and login again, then in
Sales Order line item tab enter Qty field value as 1
and try to save, you can see the message.
9 COMMENTS:
shaik April 4, 2013 at 3:59 PM
Hi,
Thanks for sharing the information..
Helpful for beginners....
-Thanks
Shaikshavali
Reply
Simhachalam February 3, 2015 at 10:05 AM
gud
Reply
Sekhar Byna August 15, 2015 at 9:27 AM
Thanks for sharing nice info.You can also

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Unknown May 17, 2016 at 7:43 PM
Very informative. Thanks for sharing. Keep

writing. Thanks again.
Reply
Saran October 22, 2016 at 11:01 PM
Thanks for ur detailed explanation.
Reply
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4/5/2020 Form Personalization in Oracle Apps « Learn Oracle

Home Order Management Inventory WMS

Purchasing Interview Questions » Profile

Please follow here to go through Steps with example

Go to the specific form where you need the changes

Then we need to note down the block and field name

Note down the Block and Field value.

Now the step to do the personalization

This will show the Form Personalization window

Here you need to do the customization as per the

This is the section where you need to create the rules

Level: Select the level where you want the rule to

Now need to set the condition.

Trigger Event: This specifies where the rule will be

Trigger Object: This is the Object in the form which

This decides what will happen when the rule will

Value is the new desired value for the property.

The action type “Builtin” is used to execute the form

Context manages to whom the personalization should

Step by Step Analysis

Then we need to note down the block and field name

Note down the Block and Field value.

Help --> Diagnostics --> Custom Code --> Personalize

shaik April 4, 2013 at 3:59 PM

Thanks for sharing the information..

Helpful for beginners....

Simhachalam February 3, 2015 at 10:05 AM

Sekhar Byna August 15, 2015 at 9:27 AM

Thanks for sharing nice info.You can also

Unknown May 17, 2016 at 7:43 PM

Very informative. Thanks for sharing. Keep

Saran October 22, 2016 at 11:01 PM

Thanks for ur detailed explanation.

saurabhmaxmunus April 5, 2017 at 4:23 PM

I really appreciate information shared

Praveen Kumar January 25, 2020 at 1:59 PM

Great post.It seems to be interesting and

Website Development Company in

Companies in Bangalore | Game

Mohan Prasanth January 27, 2020 at 6:31 PM

Great post with unique information.This

Website Design Company in Bangalore |

Praveen Kumar February 22, 2020 at 11:46 AM

Great post, thank you for sharing this

CRM Software Companies in Bangalore |

Enter your comment...

Comment as: Poonam (Goog Sign out

Publish Preview Notify me

Email address... Submit

Oracle Inventory: Setups prior to Defining Items

Item Setups and Controls before defining Item

Oracle Inventory: Defining Locators

Oracle Inventory: Defining Subinventories

Form Personalization in Oracle Apps

Oracle Inventory Defining Organization

Item Attributes Detailed Presentation

order management (24)

Oracle WMS (22)

Oracle Apps Interview question (7)

order to cash (7)

Setup for WMS (5)

Functional Interview (4)

drop ship (4)