Run Concurrent Program from Form: Launch SRS Built In

Run Concurrent Program from Form: Launch SRS Built In

Form Personalization to run Concurrent Program from Form 

Built-in : Launch SRS Program.

Example :

Our Requirement is to Run Production Batch Sample Label from Production Batch Form.

We could completed this requirement through Form Personalization in below steps.

A)-Define 1 Menu : Special Menu for the Report, that shall show in tools Menu bar.

B)-Attach Concurrent Program menu with this Special Menu (defined in the above step).

C)- Store batch id ( For parameter to run your concurrent) in one Global variable.

D)- In Concurrent Definition window , Assign Global variable value to the Parameter for Batch id.

Here are the screen shots.

Requirement is like Below.

Goto Help --> Diagnostics --> Custom Code --> Personalize.

Add 1 New Sequence for You personalization, and Select Event as When-New-Form-Instance.

Goto Actions, and Choose any 1 special Menu.

Once menu is define, we need to attach Concurrent program to this menu.

Create new Sequence, for attaching The concurrent program with special menu defined in above step.

Goto Actions, here we need to define 2 Actions

1)- Global Variable to store Batch ID for Parameter.

2)- Attach Concurrent program to the Special Menu.

Global Variable name should be Logical and unique, as this needs to be pass to your concurrent program.

Save your work, Till here personalization is done for Concurrent program is attached and run, now Concurrent program will be run , but we have to assign Parameters manually, it will not pick any parameter automatically.

Step-3, To pass parameters from Batch form automatically.

GO TOà System adminà applicationà Concurrentà define

Now we have to attach Global variable from above steps to Concurrent Program.

Go to Parameters, and then pass global variable from the earlier form i.e, Batch Form.

Select Batch id parameter.

Its Default Type Should be SQL Statement.

Then Pass the 

“select :GLOBAL.XX_BATCH_ID from dual”

Now try to run report from Batch form,

How to call a Concurrent Program from a Special Menu Item?

Well, we can run our concurrent programs from a Special Menu Item, and if you have a requirement of this sort, you can use the steps below to use Form Personalization Builtin to achieve this task in couple of minutes.

1] First create the Special Menu Item wherever required through Form Personalization. Here I have added a Special Menu Item called ‘Assign Item to a Subinventory’ to the Form-‘INVIDITM’. For that assign the Trigger Event as ‘WHEN-NEW-FORM-INSTANCE’.

2] In Actions Tab, choose the type as ‘MENU’ and select the Menu Entry and give a Proper Menu Label.

3] Create the Concurrent Program which you want to attach to this custom menu item. Once created, assign the program to the Request Group of the Responsibility. Also it is required to add the ‘Lunch SRS Form’ Function (Requests: Submit) to the main menu of that responsibility. If you don’t do this step you may get Form Personalization error in later steps.

4] Create one more entry in Form Personalization window with Trigger Event as your custom menu item.

5] Here select the Actions Type as ‘Builtin’ and Builtin Type as ‘Lunch SRS Form’. In the program name give the name of your concurrent program.

6] Validate and Apply Now

Once done, you will be able to view the custom menu item in the Form and when you will click it, it opens the SRS Form with your concurrent program.

Basic Form Personalization steps in oracla apps

Basic Form Personalization steps in oracla apps

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

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.

Forms Personalization in Oracle Apps R12 Example: Zoom Functionality

Forms Personalization in Oracle Apps R12 Example: Zoom Functionality

Forms Personalization in Oracle Apps R12 Example: Zoom Functionality

In this post, I tried to explain the example implementation of a Zoom Functionality in R12

Instance: R12.1.1

Requirement:  

1.       Add an option named “Responsibility Details” to Tools Menu of the “APPLICATION USERS” Form.

2.       By clicking the option said in requirement 1, the user must be able view the complete details of the selected responsibility via  “DEFINE: RESPONSIBILITIES” forms

3.       Independent  Functionalities  of “USERS” and “RESPONSIBILITIES” FORM should not get impacted

Implementation Steps:

Step1: Open the “Define User” Form from “SYSTEM ADMINISTRATOR” Responsibility

Step2: Open the personalization form by following the navigation shown below

  

Step3: Add a Menu Entry under “Tools” Option with the name “Responsibility Details”.

Step 3.1: Add a new Form rule named “Add and Enable a Special Menu under Tools Menu” with the triggering event as “WHEN-NEW-FORM-INSTANCE” as shown below,

Step 3.2: Add an action to create an entry under Tools menu

Step 4:  Create and Initialize the GLOBAL_VARIABLE.XX_RESP_NAME with the “Responsibility name” and call the function corresponding to “Define: Responsibilities” Form i.e. FND_FNDSCRSP

Step 4.1: Add a rule with the triggering event “SPECIAL1” with the condition “:USER_RESP.RESPONSIBILITY_NAME IS NOT NULL” as given below

Step 4.2: Add an action to create and initialize a global variable with the Responsibility name i.e. Like “Application Developer”

Step 4.3: Add an action to launch the function corresponding to “Define: Responsibilities” form as below

Step 5: Invoke the Personalization form of “Responsibilities” form and perform the action to initialize “INITIAL VALUE” of the global variable “XX_RESP_NAME” as NULL. This action is to maintain the normal functionality of “Responsibilities Form”.

STEP 5.1: Invoke personalization form of “Responsibilities Form” as below

Step 5.2: Add a rule to create a global variable if not exists and assign a NULL to its “INITIAL VALUE” 

  Step 5.3: Add an action to navigate to the block “RESPONSIBILITY”

  

STEP 6: Add a rule to perform the below actions with the triggering event as “WHEN-NEW-BLOCK-INSTANCE” of “RESPONSIBILITY” block and triggering condition as “:GLOBAL.XX_RESP_NAME IS NOT NULL”.

1. Change the “Default where” Property of the responsibility to restrict the query to single responsibility
2. Run the built in “EXECUTE_QUERY”
3. Nullify the global variable “XX_RESP_NAME”  

  STEP 6.1: Change the “Default where” Property of the responsibility to restrict the query to single responsibility

 Step 6.2: Run the built in “EXECUTE_QUERY” to perform auto query

 Step 6.3: Create a action to nullify the global variable

 Testing of Our Implementation:

 Navigation:

Testcase 1: “Responsibility Details” Option Disabled during Enter Query Mode

 Test case 2: “Responsibility Details” Option Disabled When cursor is not in the block displaying “Responsibility” Details

                              

 Test case 3: “Responsibility Details” Option enabled When cursor is in the block displaying “Responsibility” Details

 Test case 4: By clicking the added option “Responsibility Details” the user must be able to see the responsibility details via responsibility form

For example: The cursor is in the field Responsibility with the value “Application Developer” in the user form as shown in the above screenshot. So if the user clicks the  “Responsibility Details” option, it should auto navigate to responsibilities form and auto query for the responsibility name “Application Developer”

 Test case 5: Normal Functionality of the responsibilities form should not got impacted like “Running a Query” , “Creating a Responsibility” etc  because of this forms personalization

I hope, I am done with my explanation...