More often than not, most companies that use Oracle Applications self service modules in 11i or are currently on R12.x versions, have had the need to customize their self service pages. Some of the changes that I have seen clients request are – changes in the display of the field name, add additional fields to the page, remove fields from the page etc…

 

Personalizations done to the OA Framework are stored in the JDR% tables in the database. The important part to note about creating personalization is that once they arecreated, they do not get over written by patch applications.

 

The way it works is, when an Oracle user accesses a page, the OA framework first reads the original seeded page definition and then applies the personalizations. As long as the underlying page definition is not changed (Oracle rarely removes items from their pages), the personalizations will remain intact.

 

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Personalization setups

 

To enable personalizations. Navigate to Profile options and set the following

Personalize Self-Service Defn – Yes

FND: Personalization region Link Enabled. – If set to no, users will see the Personalize link on the top of the page. If set to Yes, the user will see the Personalize link on every region on the page.

 

To disable personalizations. Navigate to Profile options and set the following

Disable Self-Service Personal – Yes

 

Note: You can set these Profile Options value at the Application, Responsibility or User Level based on the requirement. If the personalization is to be seen only for single users then these profile options should be set at the User level. If all the users using the responsibility require to see the change, you would set these profile options at the Responsibility Level.

 

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Creating Personalizations

 

Once the profile options are set, personalizations can be performed in multiple ways

–Navigate to the self service page that needs the change and click on the Personalize Page link.

Or

–Use the Functional Administrator responsibility, click the Personalization tab and search for the document using the document name.

(Note: The document name may be alternatively obtained by clicking on a Link “About this Page at the bottom of the self service page.

To be able to see the About this Page link, the Profile option FND: Diagnostics should be set to Yes at preferably the user level, if not already set.)

 

Below is a screenshot of the iExpenses self service home Page through the Personalize Link.

Once the Personalize Page opens, you will see the complete hierarchy of the page. Below is a screenshot of what the personalization page looks like

 

 

In the Personalization Context, you can see the document name which can be used alternatively if the personalizations are created using the Functional Administrator Responsibility.

 

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Select Complete View and Expand All.

 

To show/hide a field on the page.

Locate the item you need to show/hide on the page

Click on the Personalize icon (pencil icon) next to the field.

When the personalization properties page opens up,

Look for the Property that says Rendered– The default value is set to ‘Inherit.

Change the value to True if you need to display the field on the page

Set the value to False if you do not want to display the field on the page.

Note: If you cannot locate the item you need to add in the list of items provided on the page, you will further need to check if the item you are looking for is available in the Select statement of the VO (View Object) query. This comes as part of Advanced Personalizations. For now we will just stick to the scope of Basic Personalizations.

 

To Change the Prompt of the field on the Page.

Basically change the display name of the field on the page.

Locate the item whose display name you need to change on the page

Click on the Personalize icon (pencil icon) next to the item.

When the personalization properties page opens up,

Look for the Property that says Prompt

Enter the display name in the text fields at the level you want it changed at either Function/Site/Responsibility….Click on Apply

 

With these personalizations, the Oracle self service page can now have additional fields and different display names for the fields.

If the Profile Options are set for End users, they can create their own personalizations without interfering with the underlying design of the Oracle Core pages. The Personalizations are easy to use and gives end users the flexibility to modify their page based on their needs. ———————————————————————————————————————