This chapter covers the following topics:
In Oracle E-Business Suite, a specific region of an application page can be displayed as a portlet in Oracle Portal. Oracle Portal provides you with a common, integrated starting point for accessing all your data. Since Oracle Portal lets you personalize the content and look of your page, you can also personalize the application region that is displayed as a portlet. Any personalizations you make to that portlet region appear only when you display that region from the same portlet.
Note: If a portlet contains a More... link that drills down to a personalizable region, then any portlet-level personalization you make to that region also applies to the drill-down region (from the More... link).
Display Oracle Portal in your web browser and login.
Select the link to display the portlet region you wish to personalize.
Select the Personalize Region link within the portlet region.
Use the Create View or Update View page that appears to make your personalizations to the portlet region.
The Create View page is identical to the Update View page, except that the fields in the latter page are pre-populated with settings from a prior personalization.
To specify general properties
If your portlet region is not a table, the Create View or Update View page displays only the General Properties of the region for you to personalize.
Enter a user-friendly View Name to identify your personalizations.
Select the number of rows of data you wish to display in your personalized view.
Enter a description for this personalized view.
To specify column properties
If the portlet region is a table, the columns of the table region appear in the Available Columns list. Edit the Column Properties to specify the columns you wish to display and the order in which to display them.
Select a column from the Available Columns or Columns Displayed list and use the buttons between these lists to shuttle the selected item between the two lists.
Note: Columns that are required fields in a page appear with an asterisk (*) and cannot be removed from the Columns Displayed list.
Tip: If the region you are personalizing is an Advanced Table that displays column spans, the columns listed in the Available Columns and Columns Displayed shuttle will have the entire hierarchy of column group names appended to each column name. This ensures that you hide/show the correct column, especially in the case where multiple columns of the same name may exist within different column groups. For example:
Group X: Group A: Column 1 Group X: Group A: Column 2 Group X: Group B: Column 3 Group X: Group B: Column 4 Group Y: Group A: Column 1 Group Y: Group A: Column 2 Group Y: Group B: Column 3 Group Y: Group B: Column 4
For an illustration of this example, see To specify column properties in the Create View, Update View, and Duplicate View Pages section of the User-Level Personalization User Interface chapter.
Once you are satisfied with the columns to display, select an item from the Columns Displayed list and use the buttons to the right of the list to reorder the sequence in which the item appears.
Choose Rename Columns / Totaling to alter other settings for your columns.
To specify sort settings
You can specify up to three levels of sorting for your data. Select a column from the Column Name poplist for each level of sorting you wish to perform.
For each column to sort, you must specify whether to sort in ascending or descending order.
Note: Only columns whose User Personalization property is set to True by the developer, appear in the Column Name poplist.
To filter data in the table
You can filter the data that is displayed in the table based on criteria that you specify.
Indicate how you want the filter to match your search conditions by selecting one of the following radio buttons:
Show table data when all conditions are met.
Show table data when any condition is met.
The first four columns of the table are listed for you to specify search criteria. Using the poplist following the column name, choose a search condition and enter a value to search for in that column.
Select a column from the Add column poplist and choose Add to add more search criteria to your filter.
Note: Only columns whose Search Allowed property is set the True by the developer, appear in the Add Another poplist.
If you leave the search criteria blank for a column, the filter will not search on that column.
To save your personalized view
When you are done personalizing your view of the portlet region, choose Apply.
If you choose Revert to revert to default settings, the following occurs depending on the page you are using:
Create View page - the page defaults to the preseeded display settings and no query options are set.
Update View or Duplicate View page - the page defaults to the display settings and query options of the saved existing view you are trying to update or duplicate.
You can change the name of the columns that you chose to display.
Check Show Total to turn on totaling for a specific column, if it is applicable to the underlying data.
Tip: If you choose to display a column with totaling capabilities, make sure this column is displayed as the last column of the table.
Choose Apply to accept your changes and return to the Create View or Update View page.
See a summary of key Personalization issues with suggested workarounds if available.