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OAF Personalization's…More Session ID:

10026
Examples and 12.2.7
Features Prepared by:
Susan Behn
Infosemantics, Inc.

April, 2018

Remember to complete your evaluation for this session within the app!
About the Speaker – Susan Behn
• Oracle Ace
• Over 20 years E-Business Suite development and support
• Member-Oracle Proactive Support Customer Advisory Board
• Chair-Oracle E-Business Suite User Management SIG
• Chair-Texas-Louisiana Oracle User Group TLOAUG
• Treasurer – Dallas Oracle Users Group – DOUG
• Board Member – Customizations and Extensions SIG
• Over 100 presentations on E-Business Suite
• Co-author for multiple books on E-Business Suite
– The ABCs of Workflow for E-Business Suite Release 11i
– Release 12 and The Release 12 Primer – Shining a Light on the Release 12
World.

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
• Established in 2001
• SBA 8(a) Small Business
disadvantaged company
• GSA Schedule contract GS-
35F-0680V
• Texas State HUB vendor
• For more information, check
out our web site at
www.Infosemantics.com
– R12.1.3, R12.2, OBIEE
public vision instances
– Posted presentations on
functional and technical
topics
Gold
Partner

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names
herein are trademark, registered trademarks or service marks of their respective owners.
Agenda
• Personalizations Overview
• Profile Options
• Examples
– Change the font/color of a field
– Enable DFFs
– Make a field read only
– Export button – Classic personalization and Workbench personalization example
– Make a field required
– Receivables Account Analysis – add fields, re-sort, export
– Model Personalization – add an adhoc query and table to a page
– Rich table interactions
• Undo and Copy Personalizations
• Migration Between Instances
• References
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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
• FND: Enable Personalization Workbench
– Yes – Navigates to the personalization workbench
– No – Navigates to the classic page hierarchy
• Personalize Self-Service Defn
– Yes to allow ‘Personalize’ button to appear at the top of the page
• FND: Personalization Region Link Enabled
– Yes to display all the regional links above each region
– Minimal to display key regional links
• Disable Self-Service Personal
– Yes will disable all personalizations at any level
• FND: Diagnostics
– Turns on ‘About this Page’ and ‘Inspect MDS Contents” buttons
5

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
• FND: Personalization Document Root Path
– Required to migrate personalizations
– Set this profile option to a tmp directory with open (777) permissions
• FND: Enable Rich Table Interactions
– Yes to allow users to dynamically resize tables and change column order using mouse
– Oracle Applications Look and Feel profile option to "Skyros Look and Feel”
• Not set (null), which implies the Skyros Look and Feel - Oracle's new standard Look-and-Feel
for Release 12.2.3+
– As of Feb, 2018, these do not work in Windows 10; Oracle is working on a solution
• FND: OA:Enable Defaults
– Set to Y or N at the site or responsibility level
– Determines whether default values specified in personalizations are applied to your
pages

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
• TIP – Change profile options in Functional Administrator  Core Services
 Profiles for better performance
– Sometimes changing profiles through System Administration requires clearing
cache; this is not consistent

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Profile Options
• Sometimes changing profiles through System Administration requires
clearing cache
– This can be done in Functional Administrator – Core Services  Caching
Framework by clicking the “Clear All Cache” button

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Finding Object to Personalize
• Biggest challenge – finding the item to personalize

• Search

• Complete View R12.2 – Return to


Application now at
top and bottom of
the page
• Expand All

• Focus

• <ctrl> F

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change the font/color of a field
• You can change fonts/colors by changing the
• In this example, we will highlight the Invoice Amount Limit Field
• Click on settings  Personalize Page

• Find the row in the personalization structure and click the pencil to edit

10

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change the font/color of a field
• Change the CSS Class to the desired choice
– In this example, I chose RGB21 at the responsibility level

• Click the “Apply”, then “Return to Application” buttons

11

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Change the font/color of a field
• Now the field is highlighted in yellow

12

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Finding CSS Style Samples
• System Administration  OA Framework Utilities  FWK CSS Style
Lookup
– Choose an item style and a Style Type to see a specific sample or “All Styles”
to browse the options

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
• Buyers work center  Distributions
• Click Settings  Personalize Page

We want
the DFF to
be enabled
in this
table!

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Add a DFF to an OAF Page
• Click Complete View, then Expand All

• Find the Advanced Table for the Purchase Order Distributions and click the
Create Item Icon

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Add a DFF to an OAF Page
• Make sure item Style is “Column” and provide your own ID
• Leave the default values for all other fields

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
• Make sure item Style is “Column”
and provide your own ID
• Leave the default values for all
other fields

• Choose the “Create Item” icon for


the column just created

17

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
• Choose “Flex” as the Item
Style.

• Then complete the


following fields
– ID
– Appl Short Name
– Name
– Display Context Field
– Segment List
– View Instance

18

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Add a DFF to an OAF Page
• DFF now available

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Read-Only
• This requirement is to make the “Ship Via” field read-only for a specific
responsibility

• Find the field in the personalization structure, then click the pencil

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Read-Only
• Set Read
Only to True
at the
responsibility
Level

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Read-Only
• Now you can see the field is not enterable or updateable

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
• Create an export button to get a complete list of AME transaction Types
– Refer to the Oracle BLAF UI Guideline: Export/Import Page Templates [OTN
version] for the placement of the Export button
• Go to the page where you want to add an export button and click
“personalize page”

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
• Click the “Create Item” icon for the Transaction Type Header

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
• Choose Item Style “Export Button”
• Make sure Export All Rows is true
• The data in the Text field will appear
in the button
• Set the View Instance name to the
view object associated with the
region
– See About This Page

25

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Classic Personalization
• Clicking the new “Export Transaction Types” button will export data to a
.csv file

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Personalization Workbench
• If you prefer to use the classic view, click the “Classic Personalization”
button or set the profile option FND: Enable Personalization Workbench to
no
– Click the window for the level
• Site, Function, Responsibility or Organization
• Highlight the item to personalize
– The personalization structure for that item appears on the right

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Personalization Workbench
• New user interface for
Double click
personalizations Click and hold export button,
export button,
then drag and drop to location
– Drag and drop then drag and
below table.
component needed to drop to location
the location it should
land

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Export Button – Personalization Workbench
• After dropping the component
in the correct location, the
properties page will pop up.
– Enter ID, Text, View Instance
– Set Export all Rows to True
– Set Rendered to SPEL
• Return to the application and
the button will appear

29

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required
• Requirement is to make the terms field required at the site level

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Make a Field Required
• Click Settings 
Personalize Page
• Find the Message LOV
Input for Terms and
click the pencil to edit
• Set Required to Yes at
the site level
• Click the Apply button
and then the Return to
Application Button

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Make a Field Required
• This is the form after the personalization
– The asterick next to the terms field indicates this field is now required

32

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Receivables Account Analysis
• Account analysis screen in Payables –
– ReceivablesInquirySubledger AccountingJournal Entry Lines

Don’t need
Supplier name in
Receivables

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Receivables Account Analysis
• Click the gear and chose “Personalize Page”
• Search for the Style = “Table”, then click the icon to View in Hierarchy

View in
Hierarchy

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Receivables Account Analysis
• Then click the arrow to expand the table

• This is a partial view of fields available in the table


– Click the pencil and set rendered to true or false as needed

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Receivables Account Analysis
• Made the following changes at the Responsibility Level
– Removed Supplier Name
– Added Customer Site Name

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• User Management  Roles
– You can go to Security Reports to run a report of users with specific roles,
but it would be convenient to see it on this page
– This requires a Model Personalization
• Before starting the personalization, let’s gather some details from About
this Page
– Query a Role and click the Pencil to edit

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Click the about this page link
• Gather the information needed as
shown on the next slide
• Then click Settings  Personalize
Page

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• This is the page definition from the about this page link
– Click the Expand All link
• See the View Objects that are shown in blue indicating they are
hyperlinks
– We will need to use the name later in the personalization in a SPEL
format which is ${oa.WfRolesEOVO1.Name}

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Click the Model Personalization Button

• Then click the Create Button

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Create the Dynamic View
Object as shown here
• SQL Query
– See the PPT notes for the
query
• Bind Variable comes from
the About this Page Link
${oa.WfRolesEOVO1.Name}
• Note the names of the
view attributes which will
be used later to populate
the columns in a table
with this data
• Click the apply button
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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Click the Return to Personalize Page link

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• At this point, I strongly recommending returning to the application to
check for errors before completing the rest of the personalization

• If your model personalization is correct, the page should appear normal


• If you get an error similar to the error here, this issue needs to be
resolved before moving forward
– See PPT notes for more information

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• If your model personalization does not generate an error, click on
settings  Personalize Page again
• Back in the personalization structure, click the Complete View Radio
button, then click the Create Item icon on the page

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Create a table for the 3 fields selected in the adhoc query created
– Select the Advanced Table Item Style
– Enter the ID, Text and View Instance created earlier This is a view of
the attributes
– Click Apply This is a view of the near the bottom
attributes near the of the page
top of the page

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Back in the personalization structure, search for the Advanced Tables
• Click the View in Hierarchy Icon

• Click the create item icon on the table to create the fields for the columns

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Now click the
create item icon
for the table to
create the fields
for the columns
• Only enter the ID
field
• Click apply to
save each
column

47

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Back in the
personalization
structure, you can
see all the columns
have now been
created for the
advanced table
• The next step is to
create headings for
each column
• Click the create
item icon on the
column header
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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Choose the sortable header Item Style and then enter only the id and
the prompt

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• The next step is to
populate each
column with data
• Click the create
item icon to create
the message styled
text to populate
each column

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Now Create the
Message Styled Text
for Each Column
• Chose Message Styled
Texted as the Item
Style and enter the ID,
View Attribute and
View Instance details
from your adhoc query

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• These are the final
two message styled
text items

52

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Final Personalization
Structure View
• Click on the Return to
Application button.

53

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
User Management – Model Personalization/Adhoc Query
• Final Personalized form with table
shown
• Click the detach table icon to pop out
the table

54

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Finding SQL for Model Personalizations
• Go to the Security report table and run a list of users report for a specific
role
• Choose the option to generate offline

• Click the Go button above and then click the details icon below

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Finding SQL for Model Personalizations
• Click the View Log button which will show the sql
This is a partial view
of the log. You can
cut and paste the
sql from here

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Rich Table
Interactions
Resize Columns
• Rich table features allow you to drag and drop to resize columns
Resize Ship-
To Location

Column
hide
indicator

58

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Move Columns
• In 12.2+, drag and drop to resize columns

Moving FOB
column to
left

59

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Move Columns
• Click on gear to move columns

Gear to move
columns

Reset Button

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Freeze Columns
• Click on down arrow to display
columns, then click on columns to
freeze Unfreeze
• To unfreeze, display columns again
and then choose “Unfreeze”

Display
columns

61

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Freeze Columns
• Blue line indicates frozen column

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Undo Personalizations
• To undo personalizations within a browser session

Click the Manage


Levels Button
The Undo All button will
undo all personalizations
created in the browser
session

Click the undo icon for a


specific personalization
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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Undo Personalizations
• What if you really messed up? 
– You created an item, clicked “Return to Application” and get the Error Page 

Click the About


Previous Page link

Click the
Personalization Tab

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Undo Personalizations

Click the Manage


Personalization Levels Button

Click the
Undo Icon

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Copy Personalizations
• Enter the document path of the personalization to copy and click go
• Then click the pencil for Manage personalizations

Click the Manage


Personalizations
Pencil
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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Copy Personalizations
• Click the copy icon for the personalization you want to copy

Copy the
personalizations to
change # of rows

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
New in 12.2 – Copy Personalizations
• Add the responsibility as needed to copy the personalizations
• Note you can also remove responsibilities from this page

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Migration - OAF Personalizations
• Migrate OA Framework Personalizations from the Functional Administrator
Responsibility
– Export to directory defined in FND: Personalization Document Root Path
– FTP to target instance
– Import from Document Root Path directory

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Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
References
• Oracle Application Framework Personalization Guide
• Oracle Applications Developer’s Guide
• Oracle Applications System Administrator’s Guide
• Oracle Applications User Guide
• Oracle Support Document 1292611.1
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1292611.1
• Oracle Support Document 807319.1 (Oracle E-Business Suite Release 12.1 and
12.2 Transfer of Information (TOI) Online Training)
https://support.oracle.com/epmos/faces/DocumentDisplay?id=807319.1
• Previous Infosemantics Presentations on our web site
– EBS – OAF Personalization Examples – great rewards with low effort
– Even more Forms and OAF Personalization Examples-2015
– Customization Reduction with Forms and OA Framework Personalizations R11i/R12
– Ten More Forms and OAF Personalization Examples – Version 3…Updated for R12.2
– Ten New Forms and OAF Personalization Examples for R12.1

70

Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names herein are trademark, registered trademarks or service marks of their respective owners.
Susan.Behn@Infosemantics.com

Session ID:
10026

Remember to complete your evaluation for this session within the app!

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