The Feature

How To Use Oracle Personalization Framework to Customize Fields and Messages

April 18, 2006 on 2:42 pm | by Marian Crkon | In How To Guides | Enter Comments |  Print |  Email

You can use Oracle Personalization Framework to customize standard fields and messages in web-based Oracle modules (iProcurement, iExpenses, iStore, etc.). Here is one example of personalizing expense report fields in iExpenses to make them more intuitive to the end users.

Move the Details Image – Update Expense Report: Cash and Other Expenses Page

1. As System Administrator: Set ‘Personalize Self-Service Defn’ to Yes.
2. Log out of the system.
3. Navigate to Expenses Home page using your iExpenses responsibility
4. Create and submit an expense report
5. In the Update Expense Report: Cash and Other Expenses page, click the ‘Personalize Business Expenses Table’.

6. In the Choose Personalization Context page, click Apply.
7. In the Personalization Structure page, click on Reorder next to the ‘Table: Use this table to’ item.

8. Click on Personalize under the Function section
9. Move Details item up right under Line item. Click Apply.

10. In the Personalize Region page, click Return to Application.

Hide the Itemize Image

11. …continued from Step 10 above.
12. In the Update Expense Report: Cash and Other Expenses page, click the ‘Personalize Business Expenses Table’.
13. In the Choose Personalization Context page, click Apply.
14. In the Personalization Structure page, click on Edit next to the Image: Itemize item.
15. In the Personalization Properties page, select False for the Rendered row at the Function: OIE Expenses Entry Flow level, then click Apply.
16. In the Personalize Region page, click Return to Application.

Hide the Line – Level Attachment Image

17. …continued from Step 16 above.
18. In the Update Expense Report: Review page, click the ‘Personalize Other Expenses Table’.
19. In the Choose Personalization Context page, click Apply.
20. In the Personalization Structure page, click on Edit next to the Column: (AttachmentsColumn) item.
21. In the Personalization Properties page, select False for the Rendered row at the Function: OIE Expenses Entry Flow level, then click Apply.
22. In the Personalize Region page, click Return to Application.

Move the Details Image – Create Expense Report: Cash and Other Expenses Page, Mileage Tab

23. …continued from Step 22 above, the personalization framework is still enabled.
24. Click on Mileage Expenses tab.
25. In the Mileage Expenses window, click the ‘Mileage Table’ link.
26. In the Choose Personalization Context page, click Apply.
27. In the Personalization Structure page, click on Reorder next to the ‘Table: Use this table to’ item.
28. Click on Personalize under the Function section
29. Move Details item up right under Line item. Click Apply.
30. In the Personalize Region page, click Return to Application.
31. Continue creating the expense report.

Move the Details Image – Create Expense Report: Review Page, Business Expenses Table

32. …continued from Step 31 above, the personalization framework is still enabled.
33. In the Business Expenses table, click the ‘Personalize Other Expenses Table’ link.
34. In the Choose Personalization Context page, click Apply.
35. In the Personalization Structure page, click on Reorder next to the ‘Table: Use this table to’ item.
36. Click on Personalize under the Function section
37. Move Details item up right under (DateColumn) item. Click Apply.
38. In the Personalize Region page, click Return to Application.
39. Continue creating the expense report.

Personalize Submission Instructions

40. …continued from Step 39 above, the personalization framework is still enabled.
41. In the Confirmation page, click the Personalize Submission Instructions Header link in the Submission Instructions region.
42. In the Choose Personalization Context page, enter Your Business Group name in the Organization field and click Apply.
43. In the Personalize Region page, click Personalize for the Raw Text item.
44. In the Personalize Raw Text page, select False for the Rendered row at the Site level, then click Apply.
45. In the Personalize Region page, click Create Item for the Header: Submission Instructions item.
46. In the Create Item page, select the ‘Raw Text ‘ value from the Item Style list.
47. Complete the page according to your business requirements:
a. ID = YOUR_COMPANY_SUBMISSION_INSTRUCTIONS
b. Text: Include your customized message here.
c. Click Apply
48. In the Personalize Region page, click Personalize for the message you created.
49. In the Personalize Raw Text page, enter a message in the Text field for the appropriate level, then click Apply.
50. In the Personalize Region page, click Return to Application.