How to change a LOV query Using Forms Personalization

Description:

We can change the LOV query using form personalization. Sample provided below (Payment form).

 

Requirement:

We have to change the “type”  field lov query for populating the custom values.

To achieve this, we have to follow the below process.

 

Step-1: 

Login into application and switch the Payable Manager Responsibility.

Nav->Payment->Entry->Payments.

Consider the TYPE field (PAY_SUM_FOLDER. PAYMENT_TYPE)

Here Type LOV currently shows three values. Instead, we have the requirement to populate these values in the LOV. (Manual, Netting, Payment Process Request, Quick, Refund).

 

Step-2: Identify the form .fmb name (NAV:- Help->about oracle Applications)

 

Step-3: 

Connect to the application server and download the .fmb (APXPAWKB.fmb).

Open the form in the form builder and check the LOV name for “type” field.

 

Step-4: Check the record group for the attached LOV and take the sql statement.

 

(select displayed_field, lookup_code from ap_lookup_codes where lookup_type = ‘PAYMENT TYPE’ and lookup_code not in (‘A’,’N’) order by upper(displayed_field))

 

Step-5: Go to the payment form in application and navigate to form personalization form.

Nav:- help->Diagnostics-> Custom code ->Personalize

 

1. Seq: 10
2. Description: Payment Type LOV
3. Level: Function
4. Enabled checkbox enable
5. Click on condition and assigned below properties.
6. Condition: WHEN-NEW-FORM-INSTANCE
7. Processing Mode: Not In Enter-Query Mode

 

Step-6: Click on Actions button and assigned the below properties.

1. Seq: 10
2. Type: Builtin
3. Description  : LOV (Optional)
4. Builtin Type: Create Record Group from Query.
5. Argument : Placed custom select statement (SELECT displayed_field  , lookup_code         FROM ap_lookup_codes   WHERE lookup_type = ‘PAYMENT TYPE’    ORDER BY UPPER (displayed_field))
6. Group Name: XX_PAYMENT_TYPE (Customer Record group name)

 

Step-7:  Click on action and create 2^nd action and assigned below values.

1. Seq: 20
2. Type: Property
3. Language: All
4. Object Type: LOV
5. Target Object : PAY_VALID_PAYMENT_TYPES (lov Name)
6. Property name: GROUP NAME
7. Value: XX_PAYMENT_TYPE (Here assigned the custom group into existing LOV)

 

Step-8:  Click on action and create 3rd  action and assigned below values.

 

1. Seq: 30
2. Type: Property
3. Language: All
4. Object Type: Item
5. Target Object PAY_SUM_FOLDER.PAYMENT_TYPE (Column Name)
6. Property name: VALUE
7. Value: Manual

 

Step-9: Save all work and close the form and re-open the form then check the changes.

 

 

Summary:

This Post explained what the steps should follow to create

The customer in fusion application

Queries?

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