Apps - Forms Personalization in Oracle HRMS

<-----Google Analytics Code Start----> <-----Google Analytics Code Close---->

Home

MAIN MENU

Home

Technical Articles
Technical Articles

This website has now moved to

Training Articles
HR and Payroll

Receive Email for New Articles

HRMS Miscellaneous

http://apps2fusion.com

Contributors

Apps Book

Forms Personalization in Oracle HRMS

Home
Technical Articles
Financials
HR and Payroll
Oracle HRMS
Oracle Payroll
Oracle Workflows
Oracle Scripts
Installation
Fusion
Training Articles
Receive Email for New
Articles
Contributors
Apps Book

RELATED ITEMS
The purpose
Oracle Workflow
Notifications
Timeouts with Bank
Holidays &
Weekends
Payroll Costing in
Oracle
Audit Trail in Oracle
HRMS
Restart or Bounce
Apache in Oracle
Apps 11i
Oracle HRMS
Payroll Interview
Questions
Receipt API in

Forms Personalization in Oracle HRMS

Oracle Receivables

Written by Anil Passi

Encumbrance

Thursday, 07 September 2006

Migration to Oracle

For quite some time I was thinking about publishing an article about forms personalization in Oracle HRMS.

Grants for Open

Purchase Orders
Create Oracle
FND_USER with
System
Administrator
Customization and
Development Book
XMLImporter in
Oracle Applications
Framework
Send binary
attachments with
Notifications in
Workflow
Read Only Schema
in Oracle APPS 11i
iProcurement
11.5.10 ReBuild
Charge Account

|Print|

Email

The Metalink note on Forms Personalization is helpful, but what it lacks is a pictorial approach to implementing
Forms Personalizations. I am a visual animal, so I like to explain in that manner too.
My first article in the series of Forms Personalization is in response to a question raised in Oracle Forum under Oracle Human Resources (HRMS ). As per
the Oracle forum request, If the Person Type is Employee, their clients wants Person Title field to become Mandatory ( lets assume it is the title field for
now). When the Person Type field changes to a value that is anything but Employee, the person title field should then toggle back to become optional.
Please note that when Person type Employee is selected, value in field

PERSON.D_PTU_USER_PERSON_TYPE is assigned a value of Employee

Now the requirement is that for Employee field PERSON.D_TITLE must be made mandatory.
There are two possible ways the Person Type can change.
Either by picking a dropdown list of Action (e.g. Create Employee) or by directly picking up a value from LOV on field Person Type for Action. Whenever the
person type changes, WHEN-NEW-ITEM-INSTANCE is fired for one for the below fields(depending upon how its changed). Hence forms personalization
must check conditions for below three fields

PERWSHRG.PERSON.PTU_ACTION_TYPE
PERWSHRG.PERSON.D_PTU_USER_PERSON_TYPE
PERWSHRG.PERSON.SHOW_NUMBER

file:///D|/~Documentation%20Oracle/Wipped/Docuemntation%20en%20attente/Apps%20-%20Forms%20Personalization%20in%20Oracle%20HRMS.html[04/01/2016 10:23:08]

Apps - Forms Personalization in Oracle HRMS

Oracle Workflow
Training Lesson 1
Oracle Account
Generator Workflow
Example
Technical Interview
Questions in Oracle
Apps
Oracle Workflows
Training Lesson 2
Oracle Workflows
Training Lesson 3
Future of TCA Fusion & Release
12
A New Custom
Form in Oracle

The demo below contains conditional check on WHEN-NEW-ITEM-INSTANCE of PERSON.PTU_ACTION_TYPE

When implementing this, you will have to replicate the steps in the demo for WNII on both PERWSHRG.PERSON.D_PTU_USER_PERSON_TYPE &

PERWSHRG.PERSON.SHOW_NUMBER
I have tested the steps below myself, and they appear to work.
OK, here we go.....
STEP 1
Create Personalization as below( to make Title field mandatory)
Sequence: 50
Description: Make Person Title Mandatory when Person Type is Employee.
Trigger Event: WHEN-NEW-ITEM-INSTANCE
Trigger Object: PERSON.PTU_ACTION_TYPE
Condition: ${item.person.d_ptu_user_person_type.value} = 'Employee

Apps
Install tools for
Oracle Apps
Development
Concurrent
Programs in Oracle
Apps
Concurrent
manager in Oracle
Apps
Value set basics in
Oracle Apps
Lookup Types and
Lookup codes in
Oracle Apps
Context Sensitive

Check if Person Type is Employee in When New Item Instance

Descriptive
Flexfields
Descriptive Flexfield
Basics in Oracle
Apps
Forms
Customization
Steps in Oracle
Applications

Action Sequence: 10
Action Type: Property
Action Object Type: Item
Action Target Object: PERSON.D_TITLE
Action Property Name: REQUIRED
Action Value: TRUE

FNDLOAD for
Oracle Web ADI
iProcurement
Interview Questions
In oracle
Splitting the
instance into
different Set Of
Books
Oracle HRMS API
Employee People
Migration
HRMS Person
Address Migration
Migrate Special
Information Types
in HRMS
Basic Concepts -

Make Title mandatory when Person Type is Employee

List of useful Oracle

Apps Articles
FND Debug Log Debugging Oracle
Apps code
Oracle HRMS
Profile Options
Customization of
Reports in Oracle
Apps
Audit Trail in Oracle

STEP 2
Create another Personalization as below ( to make Title field Optional)
Sequence: 51
Description: Make Person Title Mandatory when Person Type is Employee.
Trigger Event: WHEN-NEW-ITEM-INSTANCE
Trigger Object: PERSON.PTU_ACTION_TYPE
Condition: NVL(${item.person.d_ptu_user_person_type.value},'xxyyzz') != 'Employee'

Apps - EBS
Open Interfaces in
APPS EBS - Best
Practices

file:///D|/~Documentation%20Oracle/Wipped/Docuemntation%20en%20attente/Apps%20-%20Forms%20Personalization%20in%20Oracle%20HRMS.html[04/01/2016 10:23:08]

Apps - Forms Personalization in Oracle HRMS

Java Concurrent
Programs in Oracle
Payroll Elements
and Element Links
Balances in Oracle
HRMS Payroll
Oracle HRMS
Payroll Tables
Oracle HRMS
Payroll Training
Oracle Workflows
Training
Important Payroll
Screen
Workflows
[Business Events]
Training Lesson 4
Install VMWare XP
for Oracle SOA
Suite
Install SOA Suite

Check if Person Type is anything other than Employee in When New Item Instance

Action Sequence: 10
Action Type: Property
Action Object Type: Item
Action Target Object: PERSON.D_TITLE
Action Property Name: REQUIRED
Action Value: FALSE

Companion CDs
Validate your SOA
Suite Install on PC
List of Business
Events in 11.5.10
Oracle Workflows
Events with
Payload-Part 1
Workflows Events
with XML Payload
Part 2
Workflow Business
Events XML Test
Payload
OA Framework with
Captcha

Make Title option when Person Type is not Employee

Webservice
Oracle Payroll
Tables
Oracle HRMS
Tables
Oracle iRecruitment
Applicant and Row
Level Security

Comments (18)
Subscribe to this comment's feed

Switch off
CUSTOM.pll

...

programatically

written by gayathri , December 06, 2006

Transfer Workflows

Anil, iam getting a ora 00911 error for the conditions.Any checks on the syntax?

business events
Scripts for
iProcurement - XML
Delivery load testing
Oracle Technical
and Apps
Functional Demo
Oracle Workflows
Access Protection
Concepts
What is Oracle ESB
- Enterprise Service
Bus
Procure to Pay -

...
written by Anil Passi , December 06, 2006
Hi Gayathri,
Invalid Character can be caused due to various reasons. Please email me the screenshot.
You can also trace the Forms session, and see the last executed SQL when eorror occured.
However, this error may not always occur from SQL, this can also be raised if you assign character value to a Numeric form field.
Thanks,
Anil Passi

Order to Cash End to End Cycle

...

Functional

written by gayathri , December 06, 2006

Documents

Anil, iam getting a ora 00911 error for the conditions.Any checks on the syntax?

Forms
Personalizations
Training Seminar in
Denmark

...
written by Anil Passi , December 06, 2006

file:///D|/~Documentation%20Oracle/Wipped/Docuemntation%20en%20attente/Apps%20-%20Forms%20Personalization%20in%20Oracle%20HRMS.html[04/01/2016 10:23:08]

Apps - Forms Personalization in Oracle HRMS

Network Latency
Tests in Oracle
EBS
Oracle ACE
Invoke Discoverer
Report from Oracle
Applications
Create LOV based
field using
Personalization in

Hi Gayathri,
Invalid Character can be caused due to various reasons. Please email me the screenshot.
You can also trace the Forms session, and see the last executed SQL when eorror occured.
However, this error may not always occur from SQL, this can also be raised if you assign character value to a Numeric form field.
Thanks,
Anil Passi

OA Framework
Steps to create

...

Descriptive

written by sreedevi u , February 01, 2007

Flexfields [DFF] in a

Superb. Anil Thanks a lot for your documentation. You are a genious.

Custom Forms
Basics of
Accounting in
Oracle ERP/EBS
Part II Case Study
and Powerpoint
Presentation
Pooled Account in
Oracle Payables
Contingent Worker
in Oracle HRMS
CUSTOM.pll versus
Forms
Personalization
Forms

...
written by Anil Passi , February 12, 2007
Hi Anil,
You can have this segment in context sensitive for this responsibility by following guidelines in this link below.
http://oracle.anilpassi.com/smart-descriptive-flexfields.html
for the responsibility specific context, you can attach a table type value set which reads the values of that column itself from the same table. Hence,
although user will be able to edit the Flexfield BUT value set will enforce the selection of current value within the field itself. You valueset will look like
select attribute1 from tablenameofDFF where rowid=:block.row_id
thanks
anil passi

Personalization Best Practices

Preserve
Customizations to
Oracle Workflows

...
written by Archana , February 23, 2007
What version of Oracle Apps support the Form Personalization?

Debug Forms in
Oracle eBusiness

...

Suite

written by Anil Passi , February 24, 2007

OA Framework

Hi Archana,

Extensions
Audit Changes in

I started seeing this from 11.5.10

Oracle HRMS
Flow of Accounting

So, 11.5.10 it is !

in Oracle
Applications

Thanks

Triggers in Oracle

Anil

HRMS and Payroll

Dynamic Triggers in
HRMS Payroll Demo
Factors effecting
SQL Results in
Oracle Apps
Workflow Different
Roles, Types of
notifications, Events
and Workflows Best
Practices
Build Workflow
Approval
Dashboard using
CRM HTML

...
written by Anil Passi , June 20, 2007
Hi Rob
CUSTOM.pll and FP can both be disabled for a session by turning Custom Code off, from Help Menu.
I do not think that applies to you though.
Please close the form and re-open after clicking on APPLY.
I have tried this on Lookup screen, and data is indeed getting saved from WVR trigger
Thanks
Anil

Administration and
Personalization

...

Move OA

written by Sashi Sabnavis , August 17, 2007

Framework

Hi Anil,

personalizations

You are doing an awesome job.

from one
environment to

Didnt know where exactly to post my question, hence posting it in this section as it seems to be more relevant.

another
User Productivity Kit

I need to display a message whenever a record is fetched on the People Form in HR. For this purpose, I have configured the "Maintain Pop Up

in Oracle

Messages" form (in UK Super HRMS Menu) as below:

MWA Setup,
Testing, Error

Function: Authenticate the person

Logging and

Block : Person Region

Debugging

Event : When Record fetched

file:///D|/~Documentation%20Oracle/Wipped/Docuemntation%20en%20attente/Apps%20-%20Forms%20Personalization%20in%20Oracle%20HRMS.html[04/01/2016 10:23:08]

Apps - Forms Personalization in Oracle HRMS

Add

Message : A user defined message, which was configured in the application dev responsibility.

Picklist/Dropdown

Formula : I have not used any Formula. The message should display without any further criteria

list field to OAF

Screen using

After configuring the form this way, I expect the Message to throw up when I navigate to the People Form. But it wouldnt happen. Could you please

extension/Personaliza

let me know the reason for the same? Are there any profile options which need to be enabled for this purpose?

Defaults in OA
Framework -

Please advise.

Concepts and
practical approach

Thank you,

Personalization link

Sashi.

does not appear

despite setting
profile
User Level
PersonalizationsFolders in OA
Framework

...
written by Ravi Anand Singh , August 31, 2007
Dear Anil Sir,
I am working in oracle HRMS as technical person, I want to Know about the Forms Personalization in Oracle HRMS, Sir Can you send me any
documents in Forms Personalization in Oracle HRMS. I am very much thankful to you.

Shared Folders in
OA Framework

HR employee self-service customizations

Troubleshoot

written by AK , November 16, 2007

Business Event

hi Anil,

Subscription
Processing

i am currently customizing the HR Employee Self service module(leave of absence screen).

apps version 11.5.10.2
the user puts in a leave application(EG Annual leave). once it gets approved by supervisor
the user can view the details through Navigation Path: HR employee self service -> Leave of Absence->
view ->current and planned absence.
there is a delete button available in the screen. i need to customise it in a way that whenever user
deletes an approved leave the supervisor should be notified via an email. how to achieve
this. Any pointers will be highly appreciated
Thanks Anil
regards
kumar

Integration of punch card details and absentees etc.to Apps module

written by Anita , December 11, 2007
Hi,
Can you provide me information regarding Integration of Punch card timming details and absentees details,leave details with Oracle HRMS module.
What modules are requuired inorder to integrate. what are the field which can be Integrated like Name, Timmings,etc
What are the features in Oracle Apps HRMS module. Does any other module other than core HRMS required inorder to integrate.is OTL module
required for this. Can i have any doc or ppt on this maodule regarding the features init. If any ppt describing the features which benifit or represent
the module details.
Thanks
Anita

Forms personlization When-validate-item

written by Runa Shrivastava , December 13, 2007
Hi Anil,
I tried out the example that you have written above.
The only issue I faced was that I too was getting ORA-00911 error for the conditions.
I changed the condition to :person.d_ptu_person_type = 'Employee' instead of the $item and it worked. Just an FYI.
Secondly I have a WIP form which does not save but instead has a 'Continue' button to perform job completion. I want to validate the value of a job
and prevent user from Continuing. Now since I dont have Save I cannot use WVR. I will have to rely on WNI on the subsequent items, but that would
be unreliable if the user navigates through mouse.
Can I use WVI or some other trigger?
Thanks
Runa

Need Document on how to develop a new form

written by shobana , December 18, 2007
Hi Anil,
I have read your few materials, they are really very useful and easy too.
I would like to build a new form, I have not developed any forms before, It would be great if you could send me some documents or materials or
interactive assignment which explains the steps in creating the form
Thanks

file:///D|/~Documentation%20Oracle/Wipped/Docuemntation%20en%20attente/Apps%20-%20Forms%20Personalization%20in%20Oracle%20HRMS.html[04/01/2016 10:23:08]

Apps - Forms Personalization in Oracle HRMS

how to make the mandatory field from form personalization

written by pandu , December 24, 2007
Can we use forms personalization to make the revision field mandatory is all the PO types:
Blanket Purchase Agreements
Blanket Releases (should default from the BPA)
Standard PO
*HOW CAN WE DO THIS TASK..
CAN U EXPLAIN ME BRIEFLY VTH NAVIGATION AND THE SCREEN SHOTS

PANDU..

Getting errors while hiding text-item on form (PERWSHRG) through forms personalization.
written by Roshan , February 26, 2008
Hi Anil,
I am trying to hide text fields in from PERWSHRG through from personalization, but getting these errors.
Frm-41034-A call to SET_ITEM_PROPERTY attempted to set the Navigable attribute of a non-displayed item.
Frm-41017-Application design error. A SET_ITEM packaged procedure tried to turn on the Update Allowed property of a non-enterable item.
Frm-41316-Cannot set DISPLAYED attribute of the current item".
Can u guide me why these errors are coming, one more thing, one of the text items, I want to hide is the first item in the tab page.
Thanks and Regards,
Roshan

Custom form called from Standard apps form - sales order entry form
written by indu , March 16, 2008
Hi Anil, u'r site is excellent.i need help. requirement is i need to call the custom form suppose TESTING_CUSTOM_CALL_FORM.fmb from
sales order screen(OXOEORD.fmb) with parameter as order_number passed from order screen. I used form personalisation to set up the Special ->
TESTING under TOOLS menu of Sales order, that will call my custom form when user clicks under the TOOLS->TESTING_CUSTOM_CALL_FORM
but don't know how to pass parameter between the standard and custom form in forms personalisation. Can you please explain.
Thanks a lot.

You must be logged in to a comment. Please register if you do not have an account yet.

Home

Contact Us

COPYRIGHT : This work is licensed under a Creative Commons Attribution-NonCommercial 2.5 License. The content on this site is copyright protected.

file:///D|/~Documentation%20Oracle/Wipped/Docuemntation%20en%20attente/Apps%20-%20Forms%20Personalization%20in%20Oracle%20HRMS.html[04/01/2016 10:23:08]

Apps - Forms Personalization in Oracle HRMS

file:///D|/~Documentation%20Oracle/Wipped/Docuemntation%20en%20attente/Apps%20-%20Forms%20Personalization%20in%20Oracle%20HRMS.html[04/01/2016 10:23:08]