r12 forms personalization

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Oracle EBS R12 Forms Personalization


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Training GuideOracle EBS R12 Forms Personalization

Table of ContentsIntroduction.......................................................................................................................iv

Installing and Setting Up Forms Personalization...........................................................1Enabling Form Personalization......................................................................................... .........1

Turning Form Personalization On and Off...............................................................................13Creating Basic Form Personalization............................................................................1Hiding a Field...........................................................................................................................19

Disabling a Field...................................................................................................................... 24

Canging a Field Prom!t..........................................................................................................3"

Creating Intermediate Personalizations........................................................................!"#sing Form Personalization Conditions...................................................................................3$#sing Form Personalization E%ents..........................................................................................3&

'estri(ting Form Personalization E)e(ution.............................................................................$"

Dis!la*ing a +essage...............................................................................................................$$

#sing a Form ,uilt-in...............................................................................................................

Creating a +enu....................................................................................................................... /2

Creating #dvanced Personalizations...........................................................................1$1Creating a 0oom.....................................................................................................................1"1d%an(ed Personalization (tions......................................................................................... 1$2

#dministering Form Personalizations.........................................................................1%"Debugging Form Personalizations..........................................................................................1$

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IntroductionTe Form Personalization feature allos *ou to easil* alter te bea%ior of Forms-based s(reens

in(luding (anging !ro!erties e)e(uting built ins dis!la*ing messages and adding menu entries.

For ea( fun(tion a form running in a !arti(ular (onte)t based on !arameters !assed to it5 *ou(an s!e(if* one or more 'ules. Ea( 'ule (onsists of an E%ent an o!tional Condition te 6(o!efor i( it a!!lies and one or more (tions to !erform. n E%ent is a trigger !oint itin a

form su( as startu! 7HE8-8E7-FO'+-86T8CE5 or en fo(us mo%es to a ne re(ord

7HE8-8E7-'ECO'D-86T8CE5. Tere are standard e%ents tat almost e%er* form sends

and (ertain forms send additional !rodu(t-s!e(ifi( e%ents. Te Condition is an o!tional 6:; (ode

fragment tat is e%aluated en te E%ent o((urs< if it e%aluates to T'#E ten te (tions are

!ro(essed. Te 6(o!e is e%aluated based on te (urrent runtime (onte)t to determine if a 'ule

sould be !ro(essed or not. Te 6(o!e (an be at te 6ite 'es!onsibilit* #ser or ndustr* le%el.

Ea( 'ule (an a%e one or more 6(o!es asso(iated it it.

Ea( (tion (onsists of one of te folloing=

> !ro!ert* su( as re?uired or dis!la*ed> built-in su( as @OA,;OCB DOABE or F8DAF#8CTO8.EEC#TE

> message su( as an error arning or (onfirmation

> s!e(ial menu entr* in one of 4$ a%ailable slots

On(e 'ules are defined en te target fun(tion is run ten te 'ules are automati(all* a!!lied

as e%ents o((ur itin tat form.

ltoug te Form Personalization feature is de(larati%e te intended audien(e is a !ersonfamiliar it Ora(le Forms in(luding te P;6:; !rogramming language and te Ora(le

!!li(ations De%elo!ment @uide. dditionall* an* (ange made (ould interfere it te base

(ode of a form te (ode tat Ora(le si!s5 tus *ou must full* understand te su!!ort

im!li(ations of su( form !ersonalizations.

#!on (om!letion of tis module *ou ill be able to=

> Enable form !ersonalization.

> Turn form !ersonalization on or off for a gi%en form or (om!letel* at te site-le%el.

> Hide a field on a form.

> Disable a field on a form.

> Cange te !rom!t of a field on a form.

> Cange oter (ommon !ro!erties of a field on a form.

> Dis!la* a message.

> #se a form built-in fun(tion.

> Create a (ustom menu.

> #se form !ersonalization e%ents.

> #se form !ersonalization (onditions.> 'estri(t form !ersonalization e)e(ution.> Create a zoom.

> Create a re(ord grou! from a ?uer* to im!lement a modified ;O.

> Personalizing forms it 6:; and P;6:;.

> 'estri(t form !ersonalizations.

> Debug form !ersonalizations.

> +o%e form !ersonalizations from s*stem to s*stem e.g. de%elo!ment to !rodu(tion5.

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Installing and Setting Up Forms Personalization,efore *ou (an begin (reating form !ersonalizations *ou must set some !rofile o!tions to allo

te form !ersonalization (a!abilit* to be enabled for *our user. ltoug te Form

Personalization feature is de(larati%e te intended audien(e is a !erson familiar it Ora(le

Forms in(luding te P;6:; !rogramming language and te Ora(le !!li(ations De%elo!ment@uide.

dditionall* an* (ange made (ould interfere it te base (ode of a form te (ode tat Ora(le

si!s5 tus *ou must full* understand te su!!ort im!li(ations of su( form !ersonalizations.

Tis means tat anoter (riti(al sGill is turning form !ersonalization off es!e(iall* in te (ase

ere *our !ersonalization as (aused a failure on te form.

#!on (om!letion of tis lesson *ou ill be able to=> Enable *our E-,usiness 6uite user to (reate modif* and maintain form !ersonalizations.

> 6it( form !ersonalizations off for a form or if ne(essar* turn off all form !ersonalizations on

te site.

Ena&ling Form Personalization

Consider tis s(enario= ou are !art of a team im!lementing Ora(les E-,usiness 6uite at *our

(om!an*. Te team as Iust learned about a !oerful feature in te E-,usiness 6uite (alled form

!ersonalization. ou find online a (ou!le of sim!le *et !oerful e)am!les of form

!ersonalization. Te teams asGs *ou to taGe te lead in learning tis ne feature. ,ut en *ouattem!t to !erform a form !ersonalization *ou are unable to get started.

Form Personalizations sould onl* be done b* e)!erien(ed and trained de%elo!ers andor users.

dditionall* form !ersonalizations sould not be !erformed on te !rodu(tion instan(e. n*

form !ersonalization sould be (reated and full* tested on a test or de%elo!ment instan(e and

ten mo%ed to te !rodu(tion instan(e. 6o *ou ill ant some E-,usiness suite instan(es liGetest or de%elo!ment s*stems to a%e form !ersonalization (reation modifi(ation and

maintenan(e enabled ile it ould be disabled on te !rodu(tion instan(e.

Enabling form !ersonalization enables *ou to set te !rofile o!tions for *our E-,usiness 6uite

user tat ill allo *ou to (reate modif* and maintain form !ersonalizations.

n tis to!i( *ou ill enable form !ersonalization.

Procedure


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Step #ction

1. ,egin from itin an* Ora(le Forms-based res!onsibilit*. n te e)am!le te

'eneral (edger) *ision Operations +US#, res!onsibilit* is sele(ted and te

-avigator !age is o!en.

Cli(G te elp menu.

or

Press /#lt0.

2. ou sould see an entr* in te elp menu labeled iagnostics. t sould be

lo(ated Iust abo%e te Record istor3 entr*. ,ut it doesnt seem to be tere.

7itout tis menu item *ou (an not (reate a form !ersonalization.

3. n order to see te iagnostics menu item *ou are going to a%e to set a !rofile

o!tion. To do tat sit( res!onsibilities to S3stem #dministrator.

Cli(G te S4itc5 Responsi&ilit3... button.

4. Te Responsi&ilities !age allos *ou to easil* sit( beteen te %arious Ora(leForms-based res!onsibilities assigned to *ou as an E-,usiness 6uite user.

$. 6(roll don to te S3stem #dministrator res!onsibilit*.

Cli(G te vertical s(rollbar.

. Cli(G te S3stem #dministrator list item.

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Step #ction

&. Cli(G te O6 button.

or

Press /#lt0O.

/. Double-(li(G te Pro7ile list item.

9. Double-(li(G te S3stem list item.

1". Te Find S3stem Pro7ile *alues !age is a (ommon 8Find8 !age. t allos *ou to

s!e(if* ?uer* (riteria for te underl*ing !age S3stem Pro7ile *alues in tis(ase5.

Step #ction

11. Enter te desired information into te Pro7ile field. Enter Jide9J.

12. Cli(G te Find button.

or

Press /#lt0i.

13. Te S3stem Pro7ile *alues !age allos *ou to (ange te %alues of s*stem-le%el

as o!!osed to user-le%el5 !rofile o!tions.

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Step #ction

14. Cli(G te Site (O* button.

1$. ((e!t te default of -o.

Cli(G te O6 button.

or

Press /#lt0O.

1. Cli(G te Save button.

1&. Cli(G te Close button.

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Step #ction

1/. 6it( ba(G to te original 'eneral (edger) *ision Operations +US#,

res!onsibilit*.


19. 6(roll don to te 'eneral (edger) *ision Operations +US#, res!onsibilit*.


2". Cli(G te 'eneral (edger) *ision list item.

21. Cli(G te O6 button.

or

Press /#lt0O.

22. Cli(G te elp menu.

or

Press /#lt0.

23. 8oti(e tat *ou no see te iagnostics menu entr*.

Point to te iagnostics menu.

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Step #ction

24. Point to te Custom Code menu.

2$. Cli(G te Personalize menu.

orPress /z.

2. 7en *ou sele(ted Personalize) it no asGs *ou for te O'C;E !assord. Te

default !assord for tis is PP6. On most s*stems tis ill a%e been (anged

and for se(urit* reasons te s*stem administrators5 ill not !ro%ide *ou it te

!assord.

Tere is a orG-around. Tere is a !rofile o!tion tat (an be set< so tat te !assord is not re?uested.

Cli(G te Cancel button.

or

Press /#lt0C.

2&. Cli(G te O6 button.

or

Press /#lt0O.

2/. Cli(G te S4itc5 Responsi&ilit3... button.

29. 6(roll don to te S3stem #dministrator res!onsibilit*.


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Step #ction

3". Cli(G te S3stem #dministrator list item.

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Step #ction


or

Press /#lt0O.32. Double-(li(G te Pro7ile list item.

33. Double-(li(G te S3stem list item.

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Step #ction

34. Enter te desired information into te Pro7ile field. Enter JUtilities:iagnosticsJ.

3$. Cli(G te Find button.

orPress /#lt0i.

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Step #ction


3&. Cli(G te ;es list item.

3/. Cli(G te O6 button.

orPress /#lt0O.


4". Cli(G te Close button.

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Step #ction

41. Cli(G te S4itc5 Responsi&ilit3... button.

42. 6(roll don to te 'eneral (edger) *ision Operations +US#, res!onsibilit*.

Cli(G te vertical s(rollbar.43. Cli(G te 'eneral (edger) *ision... list item.


or

Press /#lt0O.

4$. Double-(li(G te #ccount In


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Step #ction

4&. Cli(G te elp menu.

or

Press /#lt0.

4/. Point to te iagnostics menu.


$". Cli(G te Personalize menu.

or

Press /z.

$1. 8oti(e tat te form !ersonalization indo no o!ens itout re?uesting te

OR#C(E !assord.

Tis is te default Form Personalizations !age. t is te entr* !oint for maGing

form !ersonalizations on *our !age.

$2. ou a%e no (om!leted te !ro(edures to enable form !ersonalizations.

End o7 Procedure.

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=urning Form Personalization On and O77

Consider tis s(enario= ou are e)!erien(ing an issue it *our E-,usiness 6uite instan(e tat

in%ol%es (onta(ting Ora(le 6u!!ort for assistan(e. Ora(le 6u!!ort ants to be sure tat te form

!ersonalizations arent (ausing te unusual bea%ior.

Consider tis s(enario= ou a%e Iust (reated a (om!le) !ersonalization and *ou a%e sa%ed *our orG. 7en *ou attem!t to reload te form te form generates an E-,usiness 6uite error

message and *ou are unable to return to te form !ersonalization s(reens to (orre(t *our orG.

n tis to!i( *ou ill learn o to turn !ersonalizations on and off at te site and form le%els.

Procedure

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Step #ction

1. ,egin at te -avigator !age itin an* Ora(le Forms-based !age.

n te first s(enario *ou (an turn off form !ersonalizations a(ross te entire E-

,usiness 6uite instan(e. Tis is a (ommon !ra(ti(e en *ou are orGing toOra(le 6u!!ort to resol%e a !otential !roblem.


2. Cli(G te vertical s(rollbar.

3. Coose te S3stem #dministrator res!onsibilit* to (all u! te forms needed to

(ange a 6*stem Profile %alue.

Cli(G te S3stem #dministrator list item.


or

Press /#lt0O.

$. Double-(li(G te Pro7ile list item.

. Double-(li(G te S3stem list item.

&. Te Find S3stem Pro7ile *alues !age is a (ommon 8Find8 !age. t allos *ou to

s!e(if* ?uer* (riteria for te underl*ing !age S3stem Pro7ile *alues in tis

(ase5.

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Step #ction

/. Enter te desired information into te Pro7ile field. Enter Jisa&le9J.


orPress /#lt0i.

1". Te S3stem Pro7ile *alues !age allos *ou to (ange te %alues of s*stem-le%el

as o!!osed to user-le%el5 !rofile o!tions.

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Step #ction


12. Cli(G te ;es list item.


orPress /#lt0O.


1$. Te se(ond s(enario is (ommonl* used en *ou are (reating !ersonalizations

and *ou find tat a !ersonalization *ou a%e Iust (reated is (ausing an error.6ometimes tat error ill be so bad tat it !re%ents *ou from getting ba(G to te

form to undo *our !ersonalization. n tat s(enario *ou (an disable form !ersonalization !ro(essing on an ad o( basis.

,egin at te -avigator !age itin an* Ora(le Forms-based !age.

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Step #ction


or

Press /#lt0.

1&. Point to te iagnostics menu.

1/. Point to te Custom Code menu.

19. Cli(G te O77 o!tion.

or

Press /O.

2". Cli(G te O6 button.

orPress /#lt0O.

21. 8o if *ou tried to go to a !age it a !ersonalization on it tat form

!ersonalization ould not o!erate.

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Step #ction

22. ou a%e no (om!leted te !ro(edures to turn form !ersonalizations on or off

for *our !age.

End o7 Procedure.

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Creating Basic Form PersonalizationForm !ersonalizations are (om!osed of rules (onditions and s(o!es. Te sim!lest form

!ersonalizations are tose in i( onl* te rule is defined.

#sing Iust rules it is !ossible to (reate %er* useful and (ommon form !ersonalizations. Te sGillslearned in tis lesson ill also form te foundation for more (om!le) form !ersonalizations.

#!on (om!letion of tis lesson *ou ill be able to=

> Hide a field on a form.

> Disable a field on a form.

> Cange te !rom!t of a field on a form.

iding a Field

,asi( form !ersonalization enables *ou to ide fields.

n tis to!i( *ou ill ide a field.

Procedure


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Step #ction

1. ,egin at te -avigator > 'eneral (edger) *ision Operations +US#, !age.

One of te sim!lest form !ersonalizations is to ide a field on a form. 7ile tis is

a eas* !ersonalization it ma* (ause unintended (onse?uen(es. f *ou ide amandator* field te form ill still re?uire a %alue but te user ill be unable to

enter a %alue. 6o be (ertain to torougl* test all form !ersonalizations.

Double-(li(G te #ccount In


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Step #ction

4. Point to te iagnostics menu.

$. Point to te Custom Code menu.

. Cli(G te Personalize menu.

or

Press /z.

&. Tis is te default Form Personalizations !age. t is te entr* !oint for maGing

form !ersonalizations on *our !age.

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Step #ction

/. Enter te desired information into te Se


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Step #ction


or

Press /#lt0O.

1/. Cli(G te Propert3 -ame (O* button.

19. Cli(G te ISP(#;E list item.


or

Press /#lt0O.

21. Cli(G te *alue (O* button.

Step #ction

22. Cli(G te F#(SE list item.

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Step #ction


24. Cli(G te #ppl3 -o4 button.

or

Press /#lt0p.

2$. Cli(G te Close button.

2. 8ote tat te Summar3 =emplate field is no longer dis!la*ed on te form.

2&. ou a%e no (om!leted te !ro(edure to ide a field on a !age.

End o7 Procedure.

isa&ling a Field

noter metod of !rote(ting a field is disabling it b* maGing it read-onl*.

tis to!i( *ou ill disable a field.

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Procedure

Step #ction


6ometimes it is im!ortant to see te data in a field but to disallo entr* of data

into tat field. Tis to!i( ill so *ou o to disable a field on a form.

8a%igate to te #ccount In


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Step #ction


or

Press /#lt0.




or

Press /z.

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Step #ction

&. Enter te desired information into te Se


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Step #ction


or

Press /#lt0O.

1&. Cli(G te Propert3 -ame (O* button.

1/. Cli(G te E-#B(E list item.


or

Press /#lt0O.

2". Cli(G te *alue (O* button.

Step #ction

21. Cli(G te F#(SE list item.

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Step #ction


23. Cli(G te #ppl3 -o4 button.

or

Press /#lt0p.

24. Cli(G te Close button.

2$. 8ote tat te Summar3 =emplate field is no son in ,;#E and te user is

!roibited from entering data into te field. f te re(ord ad data in it tat data

ould be son.

8ote tat te Currenc3 field is son in ,;#E as ell but tat it sos a

!redetermined %alue of #6D.

2. ou a%e no (om!leted te !ro(edure to disable a field on a !age.

End o7 Procedure.

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C5anging a Field Prompt

Field !rom!ts allo *ou to el! users identif* fields.

n tis to!i( *ou ill (ange a field !rom!t.

Procedure

Step #ction




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Step #ction


or

Press /#lt0.




or

Press /z.

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Step #ction

&. Enter te desired information into te Se


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Step #ction

1$. ((e!t te default first5 %alue of 6ummar* Tem!late.

Cli(G te O6 button.

orPress /#lt0O.

1. Enter te desired information into te *alue field. Enter J#ccount Summar3

=emplateJ.

1&. Cli(G te Save button.

1/. Cli(G te #ppl3 -o4 button.

or

Press /#lt0p.


2". 8ote tat te !rom!t as no (ange from J6ummar* Tem!lateJ to J((ount

6ummar* Tem!lateJ.

21. ou a%e no (om!leted te !ro(edure to (ange te !rom!t of a field on a !age.

End o7 Procedure.

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Creating Intermediate PersonalizationsForm !ersonalizations are (om!osed of rules (onditions and s(o!es.


> #se form !ersonalization (onditions.> #se form !ersonalization e%ents.

> 'estri(t form !ersonalization (onditions.

> Dis!la* a message.

> #se a form built-in.

> Create a menu.

Using Form Personalization Conditions

Forms !ersonalization gi%es *ou te abilit* to restri(t te e)e(ution of form !ersonalization rules

it (onditions. n fa(t e%en sim!le rules a%e a (ondition. Tis to!i( ill e)!lore te full range

of (onditions *ou (an a!!l* to *our form !ersonalization rules.

n tis to!i( *ou ill using form !ersonalization (onditions.

Procedure


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Step #ction

1. ,egin b* na%igating to te Form Personalizations +Users, !age.

To tis !oint all te form !ersonalization *ou a%e done a%e been done e%er*time itout an* sort of (onditional test. n order to a((om!lis more

so!isti(ated form !ersonalizations *ou need to understand (onditions.

Enter a !la(eolder 6e? and Des(ri!tion for tis e)am!le.

Enter te desired information into te Rule Se1>2$$)>DD>RRRR,J.

4. Tis (ondition uses P;6:; fun(tions s*sdate and toAdate it a boolean

e)!ression.

fter *ou enter *our (ondition *ou sould (li(G te alidate button to test *our

(ondition based on te (urrent %alues in te form and on te ser%er.

$. Cli(G te *alidate button.

orPress /#lt0a.

. Te (ondition be(ause it is boolean ill ala*s e%aluate as eiter true or false.

Tere is one e)(e!tion if *ou a%e entered an in%alid (ondition testing ill fail

ill an error message.

&. Cli(G te O6 button.

or

Press /#lt0O.

/. Enter te desired information into te Condition field. EnterJ:USERARESP.RESPO-SIBI(I=;AI is nullJ.

9. n addition to P;6:; fun(tions *ou (an also test for %alues in te form. Te

format for referring to form %alues is =,;OCBA8+E.FE;DA8+E. n tis

sam!le *ou are referring to te #6E'A'E6P blo(G and te

'E6PO86,;TAD field in tat blo(G.

1". Cli(G te *alidate button.

orPress /#lt0a.


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Step #ction

or

Press /#lt0O.

12. Enter te desired information into te Condition Dultiline field. Enter

J:USER.USERA-#DE is not nullJ.13. Cli(G te *alidate button.

orPress /#lt0a.


or

Press /#lt0O.

1$. ou a%e no (om!leted *our e)!loration of (onditions tat (an be a!!lied to !ersonalizations on a !age.

End o7 Procedure.

Using Form Personalization Events

Tere are numerous e%ents a%ailable itin form !ersonalization. Te %arious to!i(s (o%er te

maIor e%ents and gi%e *ou good e)am!les. Tis to!i( ill (o%er te remaining e%ents and

!ro%ide *ou ill some additional te(ni?ues to (onsider.

n tis to!i( *ou ill use form !ersonalization e%ents.

Procedure

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Step #ction

1. ,egin b* na%igating to te Forms Personalization +Users, !age.

Tere are $ !rimar* e%ents tat (ause a form !ersonalization to e)e(ute fire5. n

addition tere are 4$ oter e%ents (orres!onding to te 4$ s!e(ial menu items tat

*ou (an (reate.

Create a !la(eolder for te 6e? and Des(ri!tion of *our form !ersonalization.

Enter te desired information into te Rule Se-E>FORD>I-S=#-CE list item.

$. 7HE8-8E7-FO'+-86T8CE is te most (ommonl* used e%ent. ten(om!asses all a(ti%ities tat ould be done to a form !rior to its loading for te

user. T*!i(all* !ersonalizations set on tis e%ent are eiter global (anges or

!ersonalizations tat *ou ant to automati(all* o((ur.

. Cli(G te =rigger Event (O* list.

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Step #ction

&. Cli(G te E->-E>B(OC6>I-S=#-CE list item.

/. 7HE8-8E7-,;OCB-86T8CE is fired ene%er a ne blo(G in (reated on a

form. 6in(e tis form does tat during o!ening te e%ent o fire at te sametime as 8E7-FO'+.

9. f *ou return to te form *ou ill note tat te form as numerous logi(al areas

te #6E' area te D'ECT 'E6PO86,;T area te 8D'ECT

'E6PO86,;T area and te 6EC#'8@ TT',#TE6 area.

,lo(Gs are not dire(tl* related to la*out but te* most often be dis(erned from te

la*out. blo(G is a(tuall* (losel* related to a T,;E and it meant to re!resent

te intera(tions it tat table.

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Step #ction

1". 7en *ou set an e%ent at te 8E7-,;OCB le%el *ou sould tell it i( blo(G

*ou ant to e)e(ute fire5 on. f not s!e(ified it ill e)e(ute fire5 on all ne

blo(Gs.

Cli(G te =rigger O&ect (O* button.

11. 8ote tat as noted earlier te form as four blo(Gs. 6o our logi(al anal*sis turned

out to be a((urate. Tis ont ala*s be te (ase and *ou ill need to e)!lore and

test to full* understand te intera(tions of te form *ou are !ersonalizing.

Cli(G te O6 button.

orPress /#lt0O.

12. Cli(G te =rigger Event list.

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Step #ction

13. Cli(G te E->-E>RECOR>I-S=#-CE list item.

14. 7HE8-8E7-'ECO'D-86T8CE dire(tl* (orres!onds to (reating a ne

re(ord on a form. ,e(ause of tis *ou ill need to s!e(if* te s!e(ifi( re(ord toi( te e%ent is linGed. 8ote te Trigger ObIe(t is re?uired not o!tional.

Page 41


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Step #ction

1$. Cli(G te =rigger O&ect button.

1. 8ote tat in te (ase of tis form te re(ords and te blo(Gs are identi(al. Tis is

te most (ommon (ase but is not ala*s tis a*.Cli(G te O6 button.

orPress /#lt0O.

1&. Cli(G te =rigger Event (O* list.

Page 42


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Step #ction

1/. Cli(G te E->-E>I=ED>I-S=#-CE list item.

19. 7HE8-8E7-TE+-86T8CE dire(tl* (orres!onds to (reating a ne re(ord on

a form. ,e(ause of tis *ou ill need to s!e(if* te s!e(ifi( re(ord to i( tee%ent is linGed. 8ote te Trigger ObIe(t is re?uired not o!tional.

,ut unliGe 8E7-'ECO'D tis e%ent triggers on a s!e(ifi( item on te form. 6o

it as a igl* le%el of granularit* and sould onl* be used en *ou need tat

s!e(ifi(it*.

Page 43


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Step #ction

2". Cli(G te =rigger O&ect (O* button.

21. 8ote te numerous item obIe(ts on te form.

Cli(G te O6 button.

or

Press /#lt0O.

22. Cli(G te =rigger Event list.

Page 44


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Step #ction

23. Cli(G te E->*#(I#=E>RECOR list item.

24. 7HE8-;DTE-'ECO'D is te e%ent tat is !erformed en te user tries

to sa%e or %alidate te ne re(ord.

Page 45


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Step #ction

2$. Cli(G te =rigger O&ect (O* button.

2. 6in(e *ou are %alidating a re(ord te Trigger ObIe(t list is te same as te 8E7-

'ECO'D e%ent.Cli(G te O6 button.

orPress /#lt0O.

2&. Cli(G te =rigger Event list.

Page 46


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Step #ction

2/. Cli(G te DE-U1 list item.

29. +E8#1 to +E8#1$ (orres!ond to te Tools menu on te menu bar at te to! of

te form. ou ill also see 6PEC;1 to 6PEC;1$. Tese e%ents are same as+E8#1 to +E8#1$. 6PEC;)) as te older metod for referring to tese

items.

;iGeise 6PEC;1 to 6PEC;3" refer to te 'e!orts menu and 6PEC;31

to 6PEC;4$ refer to te (tions menu. Tese menu items are less (ommonl*

used and still use te older nomen(lature.

Page 47


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Step #ction

3". Cli(G te =rigger Event list.

Page 48


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Step #ction




34. E%er* e%ent (an designate eter or not tat e%ent is o!erates en te form is

in :uer* mode. :uer* mode is a s!e(ial mode on a form and most

!ersonalizations ould not o!erate in tat mode. Tis is * te default setting is

J8ot in Enter-:uer* +odeJ. Cange tis as a!!ro!riate for *our !ersonalization.

3$. Cli(G te -ot in Enter>Guer3 Dode list item.

3. Finall* *ou (an enable or disable a gi%en !ersonalization rule b* (li(Ging te

Enabled (e(Gbo) beside te rule.

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Step #ction

3&. Disable te rule.

Cli(G te Rule Ena&led o!tion.

3/. Enable te rule.Cli(G te Rule Ena&led o!tion.

39. ou a%e no (om!leted *our e)!loration of te e%ents tat are !ersonalizable on

a !age.

End o7 Procedure.

Restricting Form Personalization E?ecution

Conditions are a !oerful means to (ontrol a form !ersonalization. ,ut tere are (ommon testssu( as for a !arti(ular user or res!onsibilit* tat ould (ommonl* o((ur in an E-,usiness 6uite

instan(e.

n tis to!i( *ou ill restri(t form !ersonalization e)e(ution.

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Procedure

Step #ction

1. ,egin b* na%igating to te Form Personalizations +Users, !age.

Enter te desired information into te Se


54/180


Step #ction

4. 8ote te 4 le%els 6ite 'es!onsibilit* #ser and ndustr*.

ndustr* is a %er* s!e(ifi( test tat is onl* %alid itin a fe !rodu(ts in te E-

,usiness 6uite. Can(es are *ou ill not use tis test often.

Cli(G te Responsi&ilit3 list item.

$. 7en *ou set te (onte)t to 'es!onsibilit* *ou a%e to tell *our !ersonalization

i( res!onsibilit* is *our (onte)t. ou (an also set multi!le (onte)ts to sele(t

multi!le res!onsibilit* for e)am!le.

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Step #ction

. Cli(G te *alue (O* button.

&. 8ote tat te list of res!onsibilities on te s*stem is ?uite large< so *ou are asGed

to limit te ?uer*.Enter te desired information into te Find field. Enter JS3stem9J.

/. Cli(G te Find button.

orPress /#lt0F.


1". Cli(G te S3stem #dministrator list item.


or

Press /#lt0O.

12. Cli(G te (evel (O* list.

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Step #ction

13. Cli(G te User list item.

Page 54


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Step #ction

14. Kust liGe for 'es!onsibilit* (onte)ts *ou must set te s!e(ifi( user for a #ser

(onte)t.

Cli(G te *alue button.

1$. Enter te desired information into te Find field. Enter JOPER9J.


orPress /#lt0F.


or

Press /#lt0O.

1/. ou a%e no (om!leted *our e)!loration of restri(ting form !ersonalizations ona !age.

End o7 Procedure.

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ispla3ing a Dessage

Forms !ersonalization enables *ou to dis!la* a message to te user as te* enter a form. Te

message itself is d*nami( and de!ends u!on te state of te ser%er.

n tis to!i( *ou ill dis!la* a message.

Procedure

Step #ction




59/180


Step #ction


or

Press /#lt0.



$. Cli(G te Personalize menu.

or

Press /z.

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Step #ction

. Enter te desired information into te Se


61/180


Step #ction

/. Cli(G te #ctions tab.

Page 59


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Step #ction

9. Enter te desired information into te Se


63/180


Step #ction

11. Cli(G te Dessage list item.

Page 61


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Step #ction

12. Enter te desired information into te #ction escription field. Enter Jispla3 a

messageJ.

13. Cli(G te Dessage =3pe (O* list.

Page 62


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Step #ction

14. Cli(G te S5o4 list item.

Page 63


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Step #ction

1$. Enter te desired information into te Dessage =e?t field. Enter JH=5e date

toda3 is s3sdateJ.

1. 7* does te +essage Te)t start it an L e?ual sign5M Te L e?ual sign5 is o

*ou tell form !ersonalization tat te %alue is not Iust a string. t is a string tatmust be (al(ulated. n tis (ase it is a sim!le (on(atenation NN5 of a string it te

(urrent date on te ser%er.

7ene%er *ou use a d*nami( %alue *ou sould test or %alidate *our te)t to maGe

(ertain tat it is !erforming as e)!e(ted.

1&. Cli(G te *alidate button.

or

Press /#lt0a.

1/. 7en *ou %alidate *our Dessage =e?t te d*nami( %alue is (al(ulated and te

(urrent %alue is dis!la*ed for %alidation.


or

Press /#lt0O.

2". Cli(G te Save button.

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Step #ction


22. 8ormall* *ou ould see *our sim!le !ersonalization. ,ut te message tat *ou

Iust (reated is onl* dis!la*ed on(e en te form is nel* loaded. 6o *ou must(lose te form and reload it to see *our message.

Step #ction


Page 65


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Step #ction

24. Double-(li(G te #ccount Inin

Form built-ins enable *ou to add fun(tionalit* to forms.

n tis to!i( *ou ill use a form built-in.

Procedure

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Step #ction

1. ,egin at te -avigator > S3stem #dministrator !age.

Double-(li(G te Users list item.

Page 67


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Step #ction


or

Press /#lt0.




or

Press /z.

Page 68


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Step #ction

. Enter te desired information into te Sein on a 7ormJ.

/. Cli(G te #ctions tab.



72/180


Step #ction

11. Cli(G te Dessage list item.

Page 70


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Step #ction

12. Enter te desired information into te escription field. Enter Jarning

messageJ.


Page 71


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Step #ction

14. Cli(G te arn list item.

Page 72


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Step #ction

1$. Enter te desired information into te Dessage =e?t field. Enter Jo 3ou 4ant to


76/180


Step #ction

1/. Cli(G te =3pe (O* list.

Page 74


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Step #ction

19. Cli(G te Built in list item.

Page 75


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Step #ction

2". Enter te desired information into te escription field. Enter JEnter


79/180


Step #ction


Page 77


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Step #ction

2$. Cli(G te Close button.

2. 'emember to see *our !ersonalization in a(tion *ou need to (lose and reo!en te

form.

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Step #ction

2&. Cli(G te Close button.

Page 79


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Step #ction

2/. Double-(li(G te Users list item.

29. s a first test (li(G te OB button to see at a!!ens. n te se(ond test *ou

ill (li(G te Can(el button to test tat res!onse.


or

Press /#lt0O.

Page 80


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Step #ction

31. Enter te desired information into te User -ame field. Enter JOPER#=IO-SJ.

32. E)e(ute te ?uer*

Press /Ctrl0F11.


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Step #ction

34. Double-(li(G te Users list item.

3$. Test te res!onse to te Can(el button.

3. Cli(G te Cancel button.

orPress /#lt0C.

3&. 8ote tat en te user (li(Gs te Can(el button te form is o!ened in its normal

non-?uer* mode.

3/. ou a%e no (om!leted te !ro(edure to use a form built-in on a !age.

End o7 Procedure.

Creating a Denu

Forms (an a%e menus made a%ailable to te user if te* ant to !erform some s!e(ial bit of

!ro(essing.

n tis to!i( *ou ill (reate a menu.

Page 82


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Procedure

Step #ction

1. ,egin at te -avigator > S3stem #dministrator !age.

Double-(li(G te Users list item.

Page 83


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Step #ction


or

Press /#lt0.




or

Press /z.

Page 84


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Step #ction

. Enter te desired information into te Se


88/180


Step #ction

11. Cli(G te Denu list item.

Page 86


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Step #ction

12. Enter te desired information into te escription field. Enter JCreate menu

entr3J.

13. Cli(G te Denu Entr3 (O* list.

Page 87


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Step #ction


1$. Cli(G te DE-U1 list item.

Page 88


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Step #ction

1. Enter te desired information into te Denu (a&el field. Enter JGuer3 UserJ.

1&. 8o *ou need to set *our menu item so tat it onl* o!erates en te user is in

te #6E' blo(G of te form. f te user tried to ?uer* from an* oter blo(G te

?uer* ould fail at least as intended5.1/. Cli(G te #dd BlocK... button.

or

Press /#lt0B.

19. Cli(G te USER list item.


or

Press /#lt0O.

Page 89


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Step #ction

21. Cli(G te Condition tab.

Page 90


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Step #ction



94/180


Step #ction

2. Cli(G te DE-U1 list item.

2&. +E8#1 is 1 of 4$ s!e(ial menu items tat are a%ailable. +E8#1 to +E8#1$

ill a!!ear on te Tools menu. +E8#1 to +E8#3" ill a!!ear on te 'e!ortsmenu. nd +E8#31 to +E8#4$ ill a!!ear on te (tions menu.

Page 92


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Step #ction

2/. Cli(G te #ctions tab.

29. Enter te desired information into te #ction Se


96/180


Step #ction

31. Cli(G te Builtin list item.

Page 94


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Step #ction

32. Enter te desired information into te #ction escription field. Enter Jo t5e


98/180


Step #ction

34. Cli(G te OA6E; list item.

Page 96


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Step #ction

3$. Cli(G te #rgument button.

3. Cli(G te E-=ERAGUER; list item.


orPress /#lt0O.

3/. Cli(G te Save button.


Page 97


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Step #ction

4". Cli(G te Close button.

Page 98


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Step #ction

41. Double-(li(G te Users list item.

42. 8ote te Tools menu at te to! of te form on te menu bar. t is tere but no it

a(tuall* as an entr* on te menu.

Page 99


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Step #ction

43. Cli(G te =ools menu.

or

Press /#lt0=.

44. 8ote tat *our nel* (reated menu item is no !resent.

4$. Cli(G te Guer3 User menu.

4. Enter te desired information into te User -ame field. Enter JOPER#=IO-SJ.

4&. E)e(ute te ?uer*.

Press /Ctrl0F11.

4/. ou a%e no (om!leted te !ro(edure to (reate a menu on a !age.

End o7 Procedure.

Page 100


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Creating #dvanced PersonalizationsForm !ersonalizations are (om!osed of rules (onditions and s(o!es.


> Create a zoom.> #se a(tions for ad%an(ed !ersonalizations.

Creating a Loom

n old %ersions of te E-,usiness 6uite tere as a useful feature Gnon as a zoom. t alloed

*ou to drill-don from one form into anoter. Te old zoom ad se%eral limitations and as

eliminated in te neer %ersions of te E-,usiness 6uite. ,ut form !ersonalizations allo *ou to

im!lement te fun(tionalit* of a zoom itout te limitations. Te biggest limitation tat it

o%er(omes is tat *ou as te form !ersonalization de%elo!er a%e (om!lete (ontrol o%er te

form or forms5 tat are zoomed to b* te !ersonalization.

n tis to!i( *ou ill (reate a zoom.

Procedure


104/180


Step #ction

1. ,egin b* na%igating to te Users !age.

7at follos is an ad%an(ed form !ersonalization. ou must be familiar it te

basi(s of form !ersonalization before attem!ting to understand tis e)am!le.

n tis to!i( *ou are going to (reate a zoom. zoom is an old name for a (ommon

feature. Te feature allos *ou to drill-don to details of a (ommon item. Te

reason it is (alled a zoom is be(ause in te %er* old %ersions of E-,usiness 6uite

ba(G in 'elease 1" and !rior tat is at te feature as (alled.

Cli(G te elp menu.

Step #ction



4. Cli(G te Personalize menu.

Page 102


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Step #ction

or

Press /z.

Step #ction

$. Enter te desired information into te Se


106/180


Step #ction

&. Cli(G te #ctions tab.

Page 104


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Step #ction

/. Enter te desired information into te Se


108/180


Step #ction

1". Cli(G te Denu list item.

Page 106


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Step #ction

11. Enter te desired information into te escription field. Enter JLoom menu

itemJ.

12. Cli(G te Denu Entr3 (O* list.

Page 107


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Step #ction


Page 108


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Step #ction

14. Enter te desired information into te Denu (a&el field. Enter JLoom to

Responsi&ilit3 etailJ.

1$. Cli(G te #dd BlocK... button.

or

Press /#lt0B.

1. Cli(G te USERARESP list item.


orPress /#lt0O.

Page 109


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Step #ction

1/. Cli(G te Save button.

Page 110


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Step #ction


2". Enter te desired information into te Se


114/180


Step #ction


Page 112


115/180


Step #ction

24. Enter te desired information into te Condition field. Enter

J:USERARESP.RESPO-SIBI(I=;AI is nullJ.

Page 113


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Step #ction

2$. Cli(G te #ctions tab.

Page 114


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Step #ction



118/180


Step #ction

2/. Cli(G te Dessage list item.

Page 116


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Step #ction

29. Enter te desired information into te escription field. Enter JError messageJ.

3". Cli(G te Dessage =3pe (O* list.

Page 117


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Step #ction

31. Cli(G te Error list item.

Page 118


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Step #ction

32. Enter te desired information into te Dessage =e?t field. Enter J;ou must enter

a Responsi&ilit3 &e7ore drilling do4n to t5e details o7 t5at resJ.



3$. Enter te desired information into te Se


122/180


Step #ction

3/. Cli(G te DE-U1 list item.

Page 120


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Step #ction

39. Enter te desired information into te Condition field. Enter

J:USERARESP.RESPO-SIBI(I=;AI is not nullJ.

4". Cli(G te #ctions tab.



124/180


Step #ction

4$. Cli(G te 'lo&al *aria&le list item.

Page 122


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Step #ction

4. Enter te desired information into te =arget O&ect field. Enter

JMMARESPO-SIBI(I=;AIJ.

4&. Enter te desired information into te *alue field. Enter

JH:USERARESP.RESPO-SIBI(I=;AI J.4/. Enter te desired information into te #ction Se


126/180


Step #ction

$". Cli(G te Builtin list item.

Page 124


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Step #ction

$1. Enter te desired information into te #ction escription field. Enter J(aunc5

Responsi&ilit3 7ormJ.

$2. Cli(G te Builtin =3pe list.

Page 125


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Step #ction

$3. Cli(G te (aunc5 a Function list item.

$4. Kust a note about E-,usiness 6uite se(urit*. 8oti(e tat *ou dont laun( a form

*ou laun( a Fun(tion. n E-,usiness 6uite Fun(tion is a s!e(ifi( form it as!e(ifi( set of !arameters assigned to a !arti(ular res!onsibilit*. Te user ten as

te res!onsibilit* assigned to tem. Tis insures tat user as a((ess to tat form

normall*. t te user didnt normall* a%e a((ess rigts to tat fun(tion form5 te

drill-don ould fail.

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Step #ction

$$. Enter te Fun(tion Code of te Fun(tion *ou is to laun( in tis e)am!le tat

is F8DAF8D6C'6P.

Enter te desired information into te field. Enter JF-AF-SCRSPJ.

$. Cli(G te Save button.

$&. Cli(G te Close button.

Page 127


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Step #ction

$/. Cli(G te Close button.

Page 128


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Step #ction

$9. Double-(li(G te Users list item.

Page 129


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Step #ction

". Cli(G te =ools menu.

or

Press /#lt0=.

1. 8ote tat te menu item is gra*ed out and not a((essible from tis blo(G on te

form.

Cli(G te Loom to Responsi&ilit3 etail menu.

2. Cli(G in te Responsi&ilit3 field.

3. Cli(G te =ools menu.

or

Press /#lt0=.

4. 8ote tat in tis blo(G te menu item is sele(table.Cli(G te Loom to Responsi&ilit3 etail menu.

$. Cli(G te O6 button.

Page 130


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Step #ction

or

Press /#lt0O.

. Cli(G in te User -ame field.

&. :uer* te OPE'TO86 user to gi%e *ourself some test data.

Press /F11.

/. Enter te desired information into te User -ame field. Enter JOPER#=IO-SJ.

9. E)e(ute te ?uer*.

Press /Ctrl0F11.

&". Cli(G in te Responsi&ilit3 field.

&1. Cli(G te =ools menu.

or

Press /#lt0=.

&2. Cli(G te Loom to Responsi&ilit3 etail menu.

&3. 8ote tat te 'es!onsibilities form is laun(ed but tat it as no data. 7*M 7e

a%ent *et andled te !assing of te global %ariable.

To do tis *ou need to maGe !ersonalizations to te drill-don form to andle te

global %ariable.

Page 131


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Step #ction

&4. Cli(G te elp menu.

or

Press /#lt0.

&$. Point to te iagnostics menu.

&. Point to te Custom Code menu.

&&. Cli(G te Personalize menu.

or

Press /z.

Page 132


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Step #ction

&/. Enter te desired information into te Se


136/180


Step #ction

/4. Cli(G te 'lo&al *aria&le list item.

Page 134


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Step #ction

/$. Enter te desired information into te =arget O&ect field. Enter


/. Cli(G te Propert3 -ame (O* button.

/&. Te are to settings for a global %ariable ;#E and 8T; ;#E.

;#E is used to (reate te %ariable and set te %alue. 8T; ;#E ill

(reate and set te %alue onl* if it does not e)ist. f it alread* e)ists it ill lea%e it

untou(ed.

//. 6ele(t 8T; ;#E.

Cli(G te O6 button.

orPress /#lt0O.

/9. Tis ill onl* set te global %ariable to null if it doesnt alread* e)ist. 7en ould

tat o((urM +ost times a(tuall*. Te onl* time te global %ariable is set is duringte zoom. f *ou Iust use te form normall* te global %ariable ill not be set.

Enter te desired information into te *alue field. Enter JHnullJ.

9". Cli(G te Condition tab.

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Step #ction




139/180


Step #ction

99. Enter te desired information into te escription field. Enter JEnter


140/180


Step #ction

1"1.

Cli(G te OA6E; list item.

Page 138


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Step #ction

1"2.

Cli(G te #rgument (O* button.

1"3.

Cli(G te E-=ERAGUER; list item.

1"4.

Cli(G te O6 button.

orPress /#lt0O.

1"$.

Cli(G te Save button.

1".

Enter te desired information into te Rule Se


142/180


Step #ction

1"9.

Cli(G te E->-E>RECOR>I-S=#-CE list item.

Page 140


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Step #ction

11".

Cli(G te =rigger O&ect (O* button.

111.

6ele(t te 'E6PO86,;T obIe(t.

Cli(G te O6 button.

or

Press /#lt0O.

112.

Enter te desired information into te Condition field. Enter

J:'(OB#(.MMARESPO-SIBI(I=;AI is not nullJ.

Page 141


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Step #ction

113.

6et te Pro(essing +ode to JOnl* in Enter-:uer* +odeJ.

Cli(G te Processing Dodel list item.

Page 142


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Step #ction

114.

Cli(G te #ctions tab.

11$.



146/180


Step #ction

122.

Cli(G te Builtin list item.

Page 144


147/180


Step #ction

123.

Enter te desired information into te escription field. Enter JE?ecute


148/180


Step #ction

133.

Cli(G te 'lo&al *aria&le list item.

Page 146


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Step #ction

134.

Enter te desired information into te =arget O&ect field. Enter


13$.

Enter te desired information into te *alue field. Enter JHnullJ.

13.

Cli(G te Save button.

13&.

Close te form and retest *our zoom.

Cli(G te Close button.

Page 147


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Step #ction

13/.


Page 148


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Step #ction

139.

7en *ou return to te #sers form retest te Tools menu to zoom to te

'es!onsibilit*.

Cli(G te =ools menu.

or

Press /#lt0=.

14".

Cli(G te Loom to Responsi&ilit3 etail menu.

Page 149


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Step #ction

141.

8ote tat it ?ueried te !ro!er res!onsibilit*. lso note tat *ou are not lo(Ged

into tis one res!onsibilit*. ou (an e)e(ute a blind ?uer* as a test.

Press /Ctrl0F11.

142. Press /o4n.

143.


Page 150


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Step #ction

144.


Page 151


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Step #ction

14$.

Double-(li(G te Responsi&ilities list item.

14.

8ote tat *ou (an enter te 'es!onsibilities form normall* and *ou ill not

en(ounter an* !roblems.14&.

ou a%e no (om!leted te !ro(edures to im!lement a zoom on a !age.

End o7 Procedure.

#dvanced Personalization #ctions

Form !ersonalizations are (om!osed of rules (onditions and s(o!es.

n tis to!i( *ou ill learn about all te a(tions tat are a%ailable to *ou in form !ersonalizations.

Procedure

Page 152


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Step #ction

1. ,egin b* na%igating to te Form Personalizations Fun(tions5 !age.

Tere are numerous (a!abilities inerent in form !ersonalization. ;ets alG

troug te interfa(e and dis(uss a fe of tose ad%an(ed features.

Enter a !la(eolder 6e? and Des(ri!tion to start.



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Step #ction

9. Cli(G te Cancel button.

or

Press /#lt0C.

1". Cli(G te O&ect =3pe (O* list.

Step #ction

11. tem is Iust 1 of 11 different obIe(t t*!es tat (an be !ersonalized.

s a note business Iustifi(ation and need sould dri%e !ersonalizations. Kust

be(ause an obIe(t (an be !ersonalized does not mean tat tere is a (om!elling

business Iustifi(ation to (reate a !ersonalization.


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Step #ction

12. Cli(G te =3pe (O* list.

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Step #ction

13. s noted trougout te Form Personalization module tere are 4 a(tion t*!es

Pro!ert* +essage ,uiltin and +enu. Kust liGe Pro!ert* ea( of te oter (tion

T*!es a%e numerous (a!abilities.

'e%ie te +essage t*!e.Cli(G te Dessage list item.

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Step #ction


1$. message as $ t*!es 6o Hint Error Debug and 7arn. n Error message is

a dialog bo) it 1 button OB5 and it alts furter !ro(essing of te form. 7arn message is a dialog bo) it 2 buttons OB and Can(el. 6o message is

a dialog bo) it 1 button OB5 but it doesnt alt !ro(essing liGe an Error

message. Hint message a!!ears at te bottom of te form and is most often seen

during sa%es. Finall* a Debug message is onl* dis!la*ed it Debug +ode is set

to On.

1. Cli(G te =3pe (O* list.

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Step #ction

1&. Cli(G te Builtin list item.

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Step #ction

1/. Cli(G te Builtin =3pe (O* list.

19. n 6'6 Form is a J6tandard 'e?uest 6ubmissionJ form and is most (ommonl*

used to submit re!orts along it oter (on(urrent re?uests.2". Fun(tion is a form it !arameters and a!!lied se(urit* itin te E-,usiness

6uite. t is (ommonl* inter(angeabl* used in(orre(tl*5 it form.

21. #'; (an be an* #'; a((essible from te users broser. 6o it (an be an E-

,usiness 6uite broser-based O FrameorG !age or it (an be an* nternet #';

tat *ou (an to use.

22. DOABE allos *ou to !erform numerous Ge*board a(tions (ommon to te E-

,usiness 6uite. Tis to!i( ill return to DOABE for more details.

23. Pro(edure is an P;6:; Pro(edure or Fun(tion stored in te database.

24. @OATE+ allos *ou to (ange te na%igation order!at of te form.

2$. @OA,;OCB allos *ou to (ange te na%igation order of te form.

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Step #ction

2. Te FO'+6ADD; built-in a%ailable troug Forms Personalization allos

P;6:; blo(Gs to be e)e(uted as an (tion for a Forms Personalization rule. Te

FO'+6ADD; built-in as te folloing (ara(teristi(s=

> Te FO'+6ADD; argument is a P;6:; blo(G of (ode to be e)e(uted.

> Te blo(G ma* o!tionall* in(lude a DEC;'E se(tion for an* re?uired

%ariables folloed b* a P;6:; blo(G beginning it ,E@8 and ending it

E8D Te P;6:; blo(G or argument for te FO'+6ADD; built-in itin Forms

Personalization (an (ontain a ma)imum of 2""" (ara(ters.

> Te alidate button ill e)e(ute te FO'+6ADD; argument immediatel*.

> alues (annot be returned ba(G from te FO'+6ADD; built-in. t is oe%er

!ossible to insert re(ords it %alues into a (ustom table from itin a

FO'+6ADD; blo(G and ten use a Pro!ert* a(tion t*!e to read tem ba(G fromte (ustom table but tat is be*ond te s(o!e of tis do(ument.5

> nserts#!dates to re(ords are not (ommitted unless tere is a CO++T


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Step #ction

2/. t is !ossible to (ange te underl*ing ere (lause for ?uer* for an ;O. f one

needs to (ange te (olumns returned b* te ?uer* (are must be taGen to ensure

tat te (olumn names and data t*!es mat( at as defined for te ;O tat is

being (anged.

Te 6:; ma* referen(e %alues from form fields form !arameters and globals. ll

6:; statements used for tis feature sould be tested from 6:;QP;#6 to ensure

tat te 6:; is %alid and ill orG as e)!e(ted. f te 6:; for te !ersonalization

as referen(es to bound %ariables substitute %alues tat ould normall* be

e)!e(ted. To (reate a !ersonalization to (ange te re(ord grou! used b* an ;O

(reate a ne !ersonalization as follos=

Condition Trigger E%ent= 7HE8-8E7-FO'+-86T8CE le%el.

(tions

R1

T*!e= ,uiltin ,uiltin T*!e= Create @rou! from :uer*

rgument= Ste 6:; statement to be used

@rou! 8ame= Ste ne re(ord grou! name

R2

T*!e= Pro!ert*

ObIe(t T*!e= ;O

Target ObIe(t= Ste ;O to use te ne re(ord grou!

Pro!ert* 8ame= @'O#PA8+E

alue= Ste re(ord grou! name (reated in a(tion ste! 1

29. 6ele(t te ,uiltin T*!e DOABE and looG at te o!tions.Cli(G te #rgument (O* button.

3". n* Ge* tat (an be !ro(essed %ia E-,usiness 6uite (an be !ro(essed it

DOABE %ia a form !ersonalization.



32. t is also !ossible to a!!l* a form !ersonalization to Iust a !arti(ular language.

Tis is es!e(iall* useful for global E-,usiness 6uite instan(es tat are su!!orting

multi!le languages.Cli(G te (anguage (O* list.

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Step #ction

33. Cli(G te #merican Englis5 list item.

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Step #ction

34. nd finall* Iust liGe 'ules indi%idual (tions (an be enabled or disabled b*

(li(Ging te Enabled (e(Gbo).

Disable te a(tion.

Cli(G te Ena&led o!tion.

3$. Enable te a(tion.

Cli(G te Ena&led o!tion.

3. ou a%e no (om!leted *our e)!loration of te ad%an(ed a(tions tat are

!ossible %ia !ersonalizations on a !age.

End o7 Procedure.

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#dministering Form Personalizations#!on (om!lete of tis lesson *ou ill be able to use te a!!ro!riate te(ni?ues to debug form

!ersonalizations.

e&ugging Form Personalizations

#!on (om!lete of tis to!i( *ou ill be able to use te a!!ro!riate te(ni?ues to debug form

!ersonalizations.

Procedure

Step #ction1. ,egin at te -avigator > S3stem #dministrator !age.

Point to te Users obIe(t.

2. Double-(li(G te Functions list item.


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Step #ction


or

Press /#lt0.



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Step #ction

. Cli(G te Personalize list item.

&. Cli(G in te #ction Se


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Step #ction

1". Cli(G te S5o4 e&ug Dessages list item.

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Step #ction


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Step #ction


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Step #ction


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Step #ction

14. Double-(li(G te Functions list item.

1$. Cli(G te O6 button.

orPress /#lt0O.

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Step #ction


or

Press /#lt0O.1&. E)e(ute a ?uer*.

Press /Ctrl0F11.

1/. Cli(G te O6 button.

or

Press /#lt0O.


or

Press /#lt0O.

2". Press /o4n.


orPress /#lt0O.

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Step #ction


or

Press /#lt0O.


or

Press /#lt0.

24. @o to te Form Personalizations !age.

Point to te iagnostics menu.

Step #ction

2$. Cli(G te e&ug Dode list.

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Step #ction

2. Cli(G te Step>&3>Step list item.

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Step #ction

2&. Cli(G te Save button.

2/. Cli(G te Close button.

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Step #ction


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Step #ction

3". Double-(li(G te Functions list item.


orPress /#lt0O.

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r12 forms personalization

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