Forms Personalization in Oracle Apps R12 Example: Zoom Functionality In this post, I tried to explain the example implementation

of a Zoom Functionality in R12 Instance: R12.1.1 Requirement: 1. 2. Add an option named Responsibility Details to Tools Menu of the APPLICATION USERS Form. By clicking the option said in requirement 1, the user must be able view the complete details of the selected responsibility via DEFINE: RESPONSIBILITIES forms 3. Independent Functionalities of USERS and RESPONSIBILITIES FORM should not get impacted Implementation Steps: Step1: Open the Define User Form from SYSTEM ADMINISTRATOR Responsibility

Step2: Open the personalization form by following the navigation shown below

Step3: Add a Menu Entry under Tools Option with the name Responsibility Details. Step 3.1: Add a new Form rule named Add and Enable a Special Menu under Tools Menu with the triggering event as WHEN-NEWFORM-INSTANCE as shown below,

Step 3.2: Add an action to create an entry under Tools menu

Step 4: Create and Initialize the GLOBAL_VARIABLE.XX_RESP_NAME with the Responsibility name and call the function corresponding to Define: Responsibilities Form i.e. FND_FNDSCRSP Step 4.1: Add a rule with the triggering event SPECIAL1 with the condition :USER_RESP.RESPONSIBILITY_NAME IS NOT NULL as given below

Step 4.2: Add an action to create and initialize a global variable with the Responsibility name i.e. Like Application Developer

Step 4.3: Add an action to launch the function corresponding to Define: Responsibilities form as below

Step 5: Invoke the Personalization form of Responsibilities form and perform the action to initialize INITIAL VALUE of the global variable XX_RESP_NAME as NULL. This action is to maintain the normal functionality of Responsibilities Form. STEP 5.1: Invoke personalization form of Responsibilities Form as below

Step 5.2: Add a rule to create a global variable if not exists and assign a NULL to its INITIAL VALUE

Step 5.3: Add an action to navigate to the block RESPONSIBILITY

STEP 6: Add a rule to perform the below actions with the triggering event as WHEN-NEW-BLOCK-INSTANCE of RESPONSIBILITY block and triggering condition as :GLOBAL.XX_RESP_NAME IS NOT NULL.

1. 2. 3.

Change the Default where Property of the responsibility to restrict the query to single responsibility Run the built in EXECUTE_QUERY Nullify the global variable XX_RESP_NAME

STEP 6.1: Change the Default where Property of the responsibility to restrict the query to single responsibility

Step 6.2: Run the built in EXECUTE_QUERY to perform auto query

Step 6.3: Create a action to nullify the global variable

Testing of Our Implementation: Navigation:

Testcase 1: Responsibility Details Option Disabled during Enter Query Mode

Test case 2: Responsibility Details Option Disabled When cursor is not in the block displaying Responsibility Details

Test case 3: Responsibility Details Option enabled When cursor is in the block displaying Responsibility Details

Test case 4: By clicking the added option Responsibility Details the user must be able to see the responsibility details via responsibility form

For example: The cursor is in the field Responsibility with the value Application Developer in the user form as shown in the above screenshot. So if the user clicks the Responsibility Details option, it should auto navigate to responsibilities form and auto query for the responsibility name Application Developer

Test case 5: Normal Functionality of the responsibilities form should not got impacted like Running a Query , Creating a Responsibility etc because of this forms personalization