Form / Menu Personalization

How to Enable / Disable a menu item using Form Personalization

There might be occasions where you would like to hide / show menu list to a single / group of users or to a responsibility. There are few ways in which we can do this

Option 1: By using the Menu Exclusion Feature

This is a tab on the Responsibility Setup Screen

Steps

1. Find the Menu’s Function

2. Search for the Responsibility

3. Exclude the Function under Responsibility

Ex: Disable the Create Accounting Menu Option from AR Transaction Form.

The actions: Create Accounting and View Accounting currently come bundled, and can be enabled or disable together through menu customization by adding / removing the function: XLA_LINESINQ_SUBLEDGER - SLA: View Accounting - Lines Inquiries.

Currently, to enable or disable either Create Accounting or View Accounting separately you need to use a workaround via the form personalization and customization of the request group to achieve this.

Navigation: 

Responsibility: Receivables Super User (Process Operations) -> Transactions 

The below screen-shot shows the option that we are going to disable

Step1:  

Find the Menu’s Function

Here the Function for this Menu is SLA: View Accounting - Lines Inquiries. This can be checked in Oracle Metalink (ID: 802645.1) / Documentation available.

Step2: 

Search for the Responsibility

Navigation:

Responsibility:  System Administrator -> Security -> Responsibility -> Define

Searching for the Responsibility: Receivables Super User (Process Operations)

We can see that after excluding the above Function the below 2 menu Items are Disabled.

Option 2: By Overriding Menu’s Functionality

If you are not able to find the Function for a particular menu item, we can use the Form Personalization to override the Menu’s Functionality

Ex: Overriding the “About AR” menu to prevent the users from viewing this information.

Go to Personalize option on Transactions Form. 

Recheck the Menu Item.

Option 3:

1. Disable Create Accounting Concurrent Request

      1. Create a new Responsibility with a custom Request Group. 

     

      2. In the Request Group remove the concurrent request Create Accounting. 

     

          Save your work and exit.

         This will prevent the users with this responsibility from submitting the Create Accounting as a              Concurrent Process.

2. Disable the Create Accounting Online Menu from the Workbenches

        a. Transaction Workbench:

               i. Go to Forms Personalization Menu 

             

              ii. Create a form personalization with the following details:

         Trigger event        : Special3 
         Processing Mode      : Both 
         Level                : Responsibility 

             

             iii. Create the first action with the following values:

         Type           : Property
         Object Type    : View
         Property Name  : VISIBLE
         Value          : False

             

                  This will disable the Special Menu to submit the Create Accounting Online from the                             Actions menu item.

             iv. Create another action to display a message.

         Type           : Message

         Message Type   : Show

         Message Text   : <Some message you want to display when 

         someone tries to use the create accounting function> 

             

                  This will display the message when the Create Accounting is selected from tools.

               v. Save your work and exit.

        b. Receipts Workbench:

               i. Go to Forms Personalization Menu 

             

              ii. Create a form personalization with the following values

         Trigger event     : Special3 

         Processing Mode   : Both 

         Level             : Responsibility

             

              iii. Create the first action with the following values

         Type           : Property 

         Object Type    : View 

         Property Name  : VISIBLE 

         Value          : False

             

             iv. Create another action to display a message.

         Type           : Message 

         Message Type   : Show 

         Message Text   : < Some message you want to display when 

         someone tries to use the create accounting function> 

             

              v. Save your work and exit.

      c. Bills Receivable Workbench:

               i. Go to Forms Personalization Menu 

             

              ii. Create a Form Personalization with the following values.

         Trigger event     : Special32

         Processing Mode   : Both 

         Level             : Responsibility 

              

              iii. Create the first action with the following values

         Type           : Property 

         Object Type    : View 

         Property Name  : VISIBLE 

         Value          : False

             

             iv. Create another action to display a message. 

         Type           : Message 

         Message Type   : Show 

         Message Text   : < Some message you want to display 

         when someone tries to use the create accounting function>  

             

              v. Save your work and exit.

3. Review Settings

    If the create accounting is clicked after the above personalization you would get the message that
    was set.