11/6/24, 2:15 PM Document 422130.
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How to Modify Forms using Custom Form Functionality (Doc ID 422130.1)
In this Document
Goal
Solution
APPLIES TO:
Oracle Human Resources - Version 11.5.10.2 and later
Information in this document applies to any platform.
PERWSHRG
GOAL
How to use custom form functionality to make changes to seeded forms?
Example:
Disable 'Create Applicant' as option in action field in the People > Enter and Maintain form
SOLUTION
You can limit the actions using Custom Form functionality.
Below two possible cases :
A. No taskflow needed on the form - SIMPLE
1 : Define custom form
Responsibility : Global HR Manager (or alike)
Navigation : Security > CustomForm
Select 'Combined Person & Assignment Form' as Form to be customized
Customized version
Give your custom form a unique name and titles.
Save
Restrictions
Type : Restrict by person action
Value : create employment
Add any actions you want to have enabled on the form.
2. Define form function that uses this custom function
Responsibility : System Administrator
Navigation : Application > function
Create a new form function
Type : Form
Form : Combined Person & Assignment Form
Parameters : HR_CUSTOMIZATION="XX_YOUR_CUSTOM_FORM"
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3. Add this new function in your menu
Responsibility : System Administrator
Navigation : Application > menu
Query the menu your responsibility is using and replace the existing function with the newly created custom
function.
Please note that HR_CUSTOMIZATION parameter does not work in conjunction with WORKFLOW_NAME parameter.
See option B for the more complex case.
B. Taskflow needed on form as well - MORE COMPLEX
1 :Define custom form
Responsibility : Global HR Manager (or alike)
Navigation : Security > CustomForm
Select 'Combined Person & Assignment Form' as Form to be customized
Customized version
Give your custom form a unique name and titles.
Save
Restrictions
Type : Restrict by person action
value : create employment
Add any actions you want to have enabled on the form.
2. Define a task flow node for this custom form
Responsibility : Global HR Manager (or alike)
Navigation : Security > Task Flow Nodes
Name : XXNEWNODE
Form : Combined Person & Assignment Form
Block : ASSGT
Customization : select the custom form created in step 1
Save
3. Create taskflow having the new node as top node
Responsibility : Global HR Manager (or alike)
Navigation : Security > Task Flow Definitions
Name : enter a unique name for the new taskflow
Node : Name : select XXNEWNODE and check the Top Node checkbox
Save
In the same node block :
Add all other nodes you want to be able to navigate to
for example
ADDRESS, PICTURE, NASSIGN, SPECIAL, BOOKINGS,CONTACT etc.
Save
Now you can use those node in the Navigation Options block below.
For example
under the XXNEWNODE add :
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1 ADDRESS button checked &Address
2 NASSIGN button checked &Assignment
3 CONTACT button checked &Contact
4 SPECIAL button checked &Special Info
5 BOOKINGS button unchecked &Bookings
6 PICTURE button unchecked &Picture
7 Save
4. Define form function that uses this taskflow
Responsibility : System Administrator
Navigation : Application > function
Create a new form function
Type : Form
Form : Combined Person & Assignment Form
Parameters : WORKFLOW_NAME="XXNAMEOFNEWTASKFLOW"
5. add that function to your menu
Responsibility : System Administrator
Navigation : Application > menu
Query the menu your responsibility is using and replace the existing function with the newly
Created custom function.
Save
Test your new form
For more information on taskflows and custom form, please refer to the following guide :
Oracle Human Resources Management System. Configuring, Reporting and System Administration Guide.
p1-109 Using parameters for HRMS form functions
p3-168 Link Windows (Task Flow)
p3-239 Restrict Windows Using CustomForm
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