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Manual de Personalizacion de Oracle

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- From CUSTOM.pll to

Forms 6i Personalizations

Forms Personalization in 11.5.10Real Solutions for the Real World.Susan Behn Solution Beacon, LLC

Release 11i Workshops Orlando, FL Chicago, IL St. Louis, MO Los Angeles, CA San Ramon, CA Worcester, MA Atlanta, GA Dallas, TX www.solutionbeacon.com 2006 Solution Beacon, LLC. All Rights Reserved.

Are you an OAUG Member?Member Benefits include: Advocacy opportunities to influence Oracle on product enhancements, usability, new features, Oracle support, pricing and quality Knowledge that showcases the latest trends and techniques used by industry leaders through our national and regional events and our publications, such as OAUG Insight magazine Communication with other OAUG members worldwide through participation in OAUG committees, leadership positions, interaction with Oracle Corporation's user initiatives, frequent member surveys, and Oracle management briefings Education through the hundreds of career-enhancing presentations in our conference paper database archive, as well as discounts to conferences and Oracle education Networking with Oracle customers, industry experts, thirdparty software firms, and other Oracle Applications specialists through our Member Database and Online Vendor Directory2 2006 Solution Beacon, LLC. All Rights Reserved.

Introduction

Solution Beacon, LLCSusan Behn

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AgendaPersonalized and Custom Security Options

Past CUSTOM.pll Present Logical Apps AppsRules Future Forms Personalization in 11.5.10Additional Resources

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CUSTOM.pll What is it?Library available in $AU_TOP/resource Allows modifications to provide personalizations for Oracle Application 6i forms (not self service) Use forms builder 6i to modify package body Supported by Oracle **with limitations Documented: Application Developer Guide Chapter 28

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CUSTOM.pll What you can do?Hide fields, tabs Make fields required Restrict update or insert Change prompts, tab labels Alter LOVs Create zooms and tool bar menu selections Almost anything you can do in PL/SQL6 2006 Solution Beacon, LLC. All Rights Reserved.

CUSTOM.pll ChallengesTraditional implementation of customizations in CUSTOM.pll only allows one developer at a time to make modifications Size limitations Keeping code modular Testing requirements can be significant for subsequent modifications to CUSTOM.pll

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CUSTOM.pll Methodology

How to address the challenges

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CUSTOM.pll MethodologyMulti-Developer Solution Supplier Form Example Create a separate library (.pll) for each form to be customized Attach the APPCORE2 library

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CUSTOM.pll MethodologySupplier Form Example-Make vendor type required Create the program unitsPackage SpecPACKAGE XXXXXAPXVDMVX IS Procedure event(event_name VARCHAR2); END;

Package BodyPACKAGE BODY XXXXXAPXVDMVX IS PROCEDURE event (event_name VARCHAR2) IS BEGIN IF event_name = WHEN-NEW-FORM-INSTANCE THEN APP_ITEM_PROPERTY2.SET_PROPERTY(VENDOR_TYPE_DISP,REQUIRED,PROPERTY_TRUE); END IF; END event; END XXXXXAPXVDMVX;

\*Make the vendor type field required*\

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CUSTOM.pll MethodologyMulti-Developer Solution Supplier Form Example Attach your new library to CUSTOM.pll

Navigator view of CUSTOM.pll Your new library

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CUSTOM.pll MethodologyMulti-Developer Solution Supplier Form Example Add a call to your new library in CUSTOM.pllPackage Body of CUSTOM.pll Form_name varchar2(30) := name_in(system.current_form); Begin If form_name = APXVDMVD THEN xxxxxapxvdmvd.event(event_name); Elsif form_name = OEXOEORD THEN xxxxxoexoeord.event(event_name); end if; end event;

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CUSTOM.pll More Examples\*Force Upper Case for Supplier Name*\APP_ITEM_PROPERTY2.SET_PROPERTY(VNDR.VENDOR_NAME_MIR',CASE_RESTRICTION,UPP ERCASE);

\* Hide the tax payer id*\APP_ITEM_PROPERTY2.SET_PROPERTY(VNDR.NUM_1099_MIR',DISPLAYED,PROPERTY_OFF)

\*Change the prompt*\APP_ITEM_PROPERTY2.SET_PROPERTY(VNDR. END_DATE_ACTIVE_MIR',PROMPT_TEXT,Inactive Date)

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CUSTOM.pll NIH Requirements and SolutionsBank Account Type is required and must be S for Savings or C for Checking

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CUSTOM.pll NIH Requirements and SolutionsDo not allow entry of ACH banking information for patients

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CUSTOM.pll NIH Requirements and SolutionsOn the enter person form, default the employee number based on a custom profile option

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CUSTOM.pll NIH Requirements and SolutionsPrevent update of descriptive flexfield

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Logical Apps AppsRulesConfigurable Security for 6i forms Centralized Rules Repository Front end interface to CUSTOM.pll Recommended for pre 11.5.10 installations

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Logical Apps AppsRulesExamples of National Institutes of Health Security Rules Implemented using AppsRules Security Prevent update to fields and blocks Hide Fields and Tabs List of Values on field without existing LOV Messages Change prompts Set default values Limit access for: Responsibility Profile Option Email Address User19 2006 Solution Beacon, LLC. All Rights Reserved.

Logical Apps AppsRulesAppsRules Security Tab

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Forms PersonalizationPersonalizations are declarative changes to forms delivered with the E-Business Suite Forms Personalizations declaratively alter the behavior of Forms User must understand Forms and PL/SQL Most changes traditionally done using CUSTOM.pll can be accomplished using Forms Personalization Must use CUSTOM.pll to alter LOVs CUSTOM.pll allows all PL/SQL capabilities, Built-ins and SQL Forms Personalizations are effective immediately no compiling Forms Personalizations fire prior to CUSTOM.pll for the same event21 2006 Solution Beacon, LLC. All Rights Reserved.

Forms Personalization ProfileOptionsEnvironment 11.5.10.2 (Forms Personalization in CU1 changed significantly with CU1 patch) Set Profile Option Hide Diagnostics menu entry to No (Yes will hide the diagnostics menu) Profile Option Utilities: Diagnostics if set to No, apps password is required

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Forms Personalization AccessAccess the form or function needing personalization Help Diagnostics Custom Code Personalize

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Forms Personalization

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Forms Personalization Rule HeaderSequence Rules run in sequence Sequence numbers (1-100) are not unique Description free form entry Level Form or Function (CU1 patch)

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Forms Personalization Rule HeaderDebug mode Off Step-by-Step shows events impacted by rule (CU1 patch) Show Debug Messages shows messages with type = debug Enabled checked

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Forms Personalization Condition Tab Trigger EventTrigger Events Use generic trigger events available in most forms Use specific events unique to the form (with caution) Find events using Help Diagnostics Custom Code Show Custom Events Trigger Events are not validated from the LOV

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Forms Personalization Condition Tab Trigger EventTrigger Events Generic to almost all forms WHEN-NEW-FORM-INSTANCE Security rules Navigation rules Visual attributes Avoid message rules at this level WHEN-NEW-BLOCK-INSTANCE Same as WHEN-NEW-FORM-INSTANCE Message rules WHEN-NEW-RECORD-INSTANCE Default values28 2006 Solution Beacon, LLC. All Rights Reserved.

Forms Personalization Condition Tab Trigger EventTrigger Events Generic to almost all forms WHEN-NEW-ITEM-INSTANCE Message rules Default values dependent on entry of another item WHEN-VALIDATE-RECORD Populate hidden fields Additional validations SPECIALn Populate tools menu (MENU1-15) (CU1 patch) Populate tools menu (SPECIAL 1-15) Populate reports menu (SPECIAL 16-30) Populate actions menu (SPECIAL 31-45)29 2006 Solution Beacon, LLC. All Rights Reserved.

Forms Personalization Condition Tab Trigger EventTrigger Events Generic to almost all forms ZOOM recommend using MENUn or SPECIALn rather than zoom KEY-Fn

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Forms Personalization Condition Tab Trigger ObjectTrigger Object Required if LOV is available Requires Block Name WHEN-NEW-BLOCK-INSTANCE WHEN-NEW-RECORD-INSTANCE WHEN-VALIDATE-RECORD Requires Block.field name WHEN-NEW-ITEM-INSTANCE May be required for other events specific to form

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Forms Personalization Condition Tab ConditionConditions Optional SQL code fragment to limit scope of rule References bind variables (:block.field) Examples Use to limit scope based on profile option values GL Journal Entry Remind users to change the period name the first 20 days of the fiscal year

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Forms Personalization Condition Tab ContextContext who does this rule apply t