Applications Customer Data Management Implementation Guide
11g Release 1 (11.1.2)
Part Number E20433-02
This chapter contains the following:
Define Application Toolkit Configuration: Overview
FAQs for Map Reports to Work Areas
Set Watchlist Options
Oracle Fusion Application Toolkit (ATK) is an application that provides various core components of Oracle Fusion Applications, including the Welcome dashboard, Oracle Fusion Applications Help, the Reports and Analytics pane, and the Watchlist feature. Use the Define Application Toolkit Configuration task list to set up and maintain some of these components for all users, and the Define Help Configuration task list for Oracle Fusion Applications Help.
Use the Setup and Maintenance work area to access the tasks in the Define Application Toolkit Configuration task list.
Click Edit Settings in the Reports and Analytics pane, or start in the Setup and Maintenance work area and search for the Map Reports to Work Areas task. If you do the former, then you see all the reports that are currently mapped, or included, in the Reports and Analytics pane on the work area you are in. If you do the latter, then select a work area to display all the reports that are currently mapped to that work area. Select and remove any currently mapped report, or add reports from the Oracle Business Intelligence (BI) Presentation catalog.
Any changes you make apply to all users with access to the mapped work area. You can, however, restrict access to specific reports for specific users, and this security is not limited to the Reports and Analytics pane. For more information on managing objects in the Oracle BI Presentation Catalog and setting permissions, see the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition (Oracle Fusion Applications Edition).
Oracle Business Intelligence Publisher reports must be registered as processes to be submitted from the Reports and Analytics pane. For more information on registering custom reports with Oracle Enterprise Scheduler and making reports available to users in the Reports and Analytics pane, see the Oracle Fusion Applications Extensibility Guide.
If you are using the Map Reports to Work Areas task from the Setup and Maintenance work area, then select a work area to see the currently mapped reports. It is also possible that there are no reports currently mapped to the selected work area, or to the work area on which you clicked Edit Settings in the Reports and Analytics pane. Alternatively, reports could be mapped, but you do not have access to them due to security.
Similarly, in the list of all available reports from the catalog, you can see only the reports that you have access to. You can request to be granted a role that has access to the reports that you want to map, or another administrator or business user with access to those reports can be granted the Reports and Analytics Region Administration Duty to be able to map reports to work areas.
For all users across the site, you can disable or enable predefined Watchlist categories and items, edit their names, and determine how often item counts refresh. You cannot delete predefined Watchlist categories and items, nor create any for the site. Users can create their own Watchlist items through saved searches.
Access the Set Watchlist Options page by starting in the Setup and Maintenance Overview page and searching for the Set Watchlist Options task.
Use the Set Watchlist Options page to enable or disable predefined Watchlist categories and items. Disabling any category or item also disables associated processes involved in calculating the Watchlist item counts for all users. These processes include creating data caches, performing security checks, invoking services across domains, running queries, and so on.
An item with the Predefined type represents the actual predefined Watchlist item that appears in the Watchlist. If you disable this type of Watchlist item, then:
The item is not available for users to display in their watchlist
The item is removed from any watchlist where it is currently displayed
A Watchlist item with the User-created saved search type does not appear in the Watchlist; it controls the display of the Manage Watchlist button or menu item in pages with saved searches. If you disable this type of Watchlist item, then:
The Manage Watchlist option is not available to users in the corresponding work area, so users cannot use their own saved searches as Watchlist items. A message is displayed to users when they try to use this option.
Any user-defined saved searches from that work area already used as Watchlist items are no longer available in the users' watchlist. The user-defined saved searches are still available to be used for searching, but not for the Watchlist.
If you disable a Watchlist category, then the category is not available for users to include in their watchlist, and all Watchlist items within the category are also disabled.
If a product is not installed, then corresponding roles should not be granted to users, so the categories for that product would not be displayed. Even if roles are granted, users would see only zero count items. To make sure that only appropriate categories are available, disable categories for all products that are not installed, and disable irrelevant items, if any, for products that are installed.
Ultimately, the Watchlist for any user contains the subset of categories and items that are enabled in the Set Watchlist Options page:
Plus any items based on user-defined saved searches
Minus any categories or items that the user chooses to hide using Watchlist preferences
Minus any items with no results found, if the user chooses to hide such items using Watchlist preferences
All Watchlist items have a predefined refresh interval, which controls how often the query that calculates the count for a Watchlist item can be run. Use the Set Watchlist Options page to edit the interval values. What you specify as the refresh interval for a Watchlist item of type User-created Saved Search applies to all Watchlist items based on saved searches created by users on the corresponding search page.
When the user is in the Welcome dashboard with the Watchlist open for at least two and a half minutes, the query automatically runs for all Watchlist items if no refresh already ran in this user session. To subsequently run the query again, users can manually refresh the Watchlist region. The Refresh icon is enabled after five minutes since the last refresh.
During a refresh, the query runs for an individual Watchlist item only if the time since the last query for this item is equal to or greater than the specified refresh interval. Since the manual refresh of the entire Watchlist is not available until five minutes after the last refresh, you should not set a Watchlist item refresh interval that is less than five minutes.
When users open Watchlist from the global area, a refresh automatically runs if five minutes have passed since the last refresh. During this refresh, the query runs for an individual Watchlist item only if the time since the last query for this item is equal to or greater than the specified refresh interval.
For example, you set the interval to eight minutes for a particular Watchlist item. When the user signs in and goes to the Welcome dashboard, with the Watchlist open, the query automatically runs for this Watchlist item after two and a half minutes. Every two and a half minutes after, a check is performed for stale counts and new cached counts are displayed.
Five minutes after the query ran, the Refresh icon is enabled and the user performs a manual refresh. However, the query does not run for this Watchlist item, because the refresh interval is eight minutes. The user navigates away from the Welcome dashboard and opens the Watchlist from the global area six minutes later. A refresh automatically runs because more than five minutes have passed since the last refresh. This time, the query runs for this Watchlist item because it has been more than eight minutes since the query last ran for this item.
Predefined Watchlist category and item names are stored as meanings of standard lookups. Lookup types for predefined categories end with WATCHLIST, for example EXM_EXPENSES_WATCHLIST. Edit the lookup type meaning to change the category name. To change item names, edit lookup code meanings for that lookup type.