Making a list of values context-sensitive using forms personalization.

In Oracle EBS there are lots of list of values. Most of the times you can change these values by editing the lookup values. In some cases you want to show a subset of the lookup-values based on another field in the same form. In this blog-entry there will be an example how to do this based on the fields user status and employment category for contingent workers in Oracle HR. The case is that we only want to show the values in the list of values for the employment category that are eligible with the chosen user status.

Step 1:
Create a flexfield for the reference-field CWK_ASG_CATEGORY. The flexfield can be defined in the descriptive flexfield ‘Common Lookups’.Navigate to System Administrator – Application – Flexfield – Descriptive – Segments. Query the flexfield title ‘Common Lookups’ and defreeze the flexfield. Create a new record in the block Context field values.

Click on the button Segments.
Create a new record with the following data:

You can also create a valueset based on the assignment status, so you can choose the available assignment status options in your environment.
Save and freeze the descriptive flexfield. 

Step 2:
Fill in the corresponding assignment status in the created descriptive flexfield.Navigate to NL HRMS Manager – Other Definitions – Application Utilities Lookup. Query the type CWK_ASG_CATEGORY. Every record has an enabled flexfield now. In this flexfield you can fill in the associated user status. 

Step 3:
Create the right personalization in the forms.Navigate to the right form.In this case a new function has been created on the standard People and assignment form.Click on Help – Diagnostics – Custom Code – Personalize
Create a new record on the top of this screen.

Tab Condition:  

By settings these conditions this personalization will be set when the field employment category is touched.
Tab Actions: We are going to create two actions:

1. Defining the custom list of values
2. Attach the custom list of values to the field employment category.

Action 1:

Oracle uses his own queries to fill the standaard list of values. These queries have a specific layout. This means that the fields in the select-clause have to be the same as Oracle has in the standaard list of values. To get the standard query you will have to open the form in forms builder. Please check with the technical consultants to get the ‘standard’ query. 

Action 2:

To test this personalization you have to save the personalizations, close the people and assignments form and open it again. 

There is just one problem left. It is still possible to change the user status, and leave the employment category intact. To prevent this we create a third personalization. 

Step 4:
Create a new record under the first personalization record.

Tab Condition:

Tab Actions:

 These personalizations give you a warning when the employment category is not valid in relation to the user status and will blank the employment category field.

These are the steps to make your list of values case-sensitive.
If you have any remarks, please post!

 Viewed 5237 times by 2161 visitors

Posted by: Administrator (4 post(s)).