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List of examples for EBS Suite Form Personalization
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PROBLEM STATEMENT How to setup the default where clause on a form? Example. Receiving Form?
SOLUTION In this example, attempt is made to limit the results to the V1-New York City deliver to location only and always.
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Use Help/Diagnostics/Examine to locate the form record block that is showing the results. In this case - the form block is RCV_TRANSACTIONS.
2. Define Personalization
While in the form - choose Help/Diagnostics/Custom Code/ Personalize from the top text menu.
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Choose the condition of 'When New Form Instance'.
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In the actions Sequence is 10 Type is Property Object Type - Block Target Object - RCV_TRANSACTIONS (The block from earlier) Property Name - DEFAULT_WHERE
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Now, choose Get Value button. This will actually pull in the default where clause for the form, as it is currently, image above. This is the current where clause in the form found from pressing the 'Get Value' button. receipt_source_code IN ('INVENTORY','INTERNAL ORDER','VENDOR') and ((RCV_ENTER_RECEIPTS_V.SOURCE_TYPE_CODE = 'VENDOR' OR RCV_ENTER_RECEIPTS_V.SOURCE_TYPE_CODE = 'ASN' OR RCV_ENTER_RECEIPTS_V.SOURCE_TYPE_CODE = 'INTERNAL')) and ((NVL(RCV_ENTER_RECEIPTS ((NVL(RCV_ENTER_RECEIPTS_V.closed_c _V.closed_code,'OPEN' ode,'OPEN')) NOT IN ('CLOSED', 'CLOSED FOR RECEIVING')))
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Modify the default where clause to include the deliver_to_location_id. receipt_source_code IN ('INVENTORY','INTERNAL ORDER','VENDOR') and deliver_to_location_id = 204
and ((RCV_ENTER_RECEIPTS_V.SOURCE_TYPE_CODE = 'VENDOR' OR RCV_ENTER_RECEIPTS_V.SOURCE_TYPE_CODE = 'ASN' OR RCV_ENTER_RECEIPTS_V.SOURCE_TYPE_CODE = 'INTERNAL')) and ((NVL(RCV_ENTER_RECEIPTS_V.closed_code,'OPEN') NOT IN ('CLOSED', 'CLOSED FOR RECEIVING')))
Input the new DEFAULT_WHERE clause - seen above. - Save the personalization - Close the form completely
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Test and find that the default where clauses is properly invoked.
