Forms Personalization in Oracle Apps R12 Example: Zoom Functionality

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