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Forms Personalization in Oracle HRMS | Print |  E-mail
Written by Anil Passi   
Thursday, 07 September 2006
For quite some time I was thinking about publishing an article about forms personalization in Oracle HRMS.

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

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

Check if Person Type is Employee in When New Item Instance
Check if Person Type is 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: TRUE
Make Title mandatory when Person Type is Employee
Make Title mandatory when Person Type is Employee


 
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'
Check if Person Type is anything other than Employee in When New Item Instance
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
Make Title option when Person Type is not Employee
Make Title option when Person Type is not Employee
 





Comments (18)add
...
written by gayathri , December 06, 2006
Anil, iam getting a ora 00911 error for the conditions.Any checks on the syntax?
...
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
...
written by gayathri , December 06, 2006
Anil, iam getting a ora 00911 error for the conditions.Any checks on the syntax?
...
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
...
written by sreedevi u , February 01, 2007
Superb. Anil Thanks a lot for your documentation. You are a genious.
...
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
...
written by Archana , February 23, 2007
What version of Oracle Apps support the Form Personalization?
...
written by Anil Passi , February 24, 2007
Hi Archana,

I started seeing this from 11.5.10

So, 11.5.10 it is !

Thanks
Anil
...
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
...
written by Sashi Sabnavis , August 17, 2007
Hi Anil,
You are doing an awesome job.

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

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

Function: Authenticate the person
Block : Person Region
Event : When Record fetched
Message : A user defined message, which was configured in the application dev responsibility.
Formula : I have not used any Formula. The message should display without any further criteria

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

Please advise.

Thank you,
Sashi.
...
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.
HR employee self-service customizations
written by AK , November 16, 2007
hi Anil,

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
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.
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