Creating Menu items with Forms Personalization

Menu items can be added to forms using personalization to add functionality to the form that can be invoked as and when required by the user.

As part of one requirement we had to give the user the option of initiating a workflow after making a change on the Supplier form. We created a menu item using personalization for the users to click and initiate the workflow. The personalization steps are given below

 

Open the Supplier form

Responsibility: Payables Administrator

Navigation: Suppliers > Entry

Supplier form

Navigate to Help > Diagnostics > Custom Code > Personalize

Condition

Personalize

Seq: Next available

Description: Create Menu Item – Nshore 69658

Trigger Event: When-New-Form-Instance

Trigger Object:

Condition: ${ps.org_id.value} NOT IN (103, 4763) – We do not want the personalization for 2 orgs

Processing Mode: Both

 

Actions

Action

Seq: 10

Type: Menu

Description: Create menu item

Language: All

Menu Entry: Special3

Menu Label: Approve Site

Icon Name:

Enabled in Block(s): SITE, SITE_USES

The menu item is created so far. Now we have to add logic/code to the menu item. All Menu entries of named as SPECIAL are shown in the Tools menu bar on the form.

 

Condition

Add condition

Seq: <<Any number>>

Description: Add code to Menu Item – Nshore 69658

Trigger Event: Special3

Trigger Object:

Condition:

xxey_ost_vendor_approval_pkg.chk_existing_wf ( xxey_ost_vendor_approval_pkg.generate_user_key(${item.vndr.vendor_id.value}, ${item.site.vendor_site_id.value}, NULL, NULL)) = 0 AND ${ps.org_id.value} NOT IN (103, 4763) AND ${item.site.inactive_date.value} IS NOT NULL

Processing Mode: Not in Enter-Query Mode

The condition calls a packaged function, xxey_ost_vendor_approval_pkg.chk_existing_wf, to check if a running workflow exists for a supplier or not.

 

Actions

Action to initiate workflow

Seq: 10

Type: Builtin

Description: Execute workflow

Language: All

Builtin Type: Execute a procedure

Argument:

='begin xxey_ost_vendor_approval_pkg.start_wf ('''|| :SYSTEM.CURRENT_FORM || ''',''' || ${item.vndr.vendor_id.value} || ''',''' || ${item.site.vendor_site_id.value} || ''',''' || NULL || ''',''' || NULL || ''' ); end'

The code in the argument is calling the packaged procedure, xxey_ost_vendor_approval_pkg.start_wf, after passing the parameters from the Supplier Site form, to initiate the workflow.

Action to show message to user

Seq: 15

Type: Message

Description: Show message to user

Language: All

Message Type: Show

Message Text: = Approval has been sent to approver.

After the workflow has been initiated a message is shown to the user.

Usage of the personalization

Responsibility: Payables Administrator

Navigation: Suppliers > Entry

Supplier form showing menu item

Notice the new menu item, “Approve Site”. This was created through personalization. Also note that on the Supplier master block the menu item is disabled as we have set the personalization on the Site block and Site Uses block.

Click on Sites button

Item is enabled on Supplier Site form

Click on Approve Site menu item

Message to user after workflow initiation

The user gets a message as part of Action 2, after Action 1 is executed, i.e. after the workflow has been kicked off.