Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What's New in This Guide

• New and Changed Features for 11g Release 7 (11.1.7)
• Other Significant Changes in this Document for 11g Release 7 (11.1.7)
• New and Changed Features for 11g Release 6 (11.1.6)
• Other Significant Changes in this Document for 11g Release 6 (11.1.6)

Part I Introduction to Customizing and Extending Oracle Fusion Applications

1 Customizing and Extending Oracle Fusion Applications

• 1.1 Understanding Customizing and Extending Oracle Fusion Applications
  • 1.1.1 Personalization
  • 1.1.2 Runtime Customizations and Extensions
  • 1.1.3 Design Time Customizations and Extensions
• 1.2 Understanding Customization Layers
• 1.3 Understanding the Runtime Tools
  • 1.3.1 Understanding Role-Based Access to Tools
  • 1.3.2 Personalizing and Customizing Pages Using Page Composer
  • 1.3.3 Customizing Pages Using Application Composer
  • 1.3.4 Creating and Customizing Objects
  • 1.3.5 Creating and Customizing Business Process Flows for Custom Objects
  • 1.3.6 Defining Security Policies for Custom Objects
  • 1.3.7 Adding Custom Attributes to Business Components
  • 1.3.8 Customizing Reports and Analytics
  • 1.3.9 Performing Design Time Customizations
  • 1.3.10 What You Can Customize and Extend and with Which Tool

2 Understanding the Customization Development Lifecycle

• 2.1 Understanding Typical Customization Workflows
  • 2.1.1 Runtime Customization Workflow
    • 2.1.1.1 Viewing and Diagnosing Runtime Customizations
  • 2.1.2 Design Time Customization Workflow
• 2.2 Using the Sandbox Manager
  • 2.2.1 Sandboxes and Concurrent Usage
    • 2.2.1.1 Conflicts Within a Sandbox
    • 2.2.1.2 Conflicts Between Sandboxes
    • 2.2.1.3 Guidelines for One Sandbox, Multiple Users
    • 2.2.1.4 Guidelines for Multiple Sandboxes, Multiple Users
  • 2.2.2 Setting Up Sandboxes
  • 2.2.3 Publishing Sandboxes
• 2.3 Exporting and Moving Customizations
  • 2.3.1 Using Customization Set Migration to Move Customizations
  • 2.3.2 Using Oracle Fusion Functional Setup Manager to Move Customizations
  • 2.3.3 Using the Manage Customizations Dialog to Download Customizations
  • 2.3.4 Using WLST Commands to Move Customizations
  • 2.3.5 Using Fusion Applications Control to Move Customizations

Part II Runtime Customizations and Extensions

3 Customizing Existing Pages

• 3.1 About Customizing Existing Pages
  • 3.1.1 Page Composer User Interface Overview
  • 3.1.2 Effects of Editing Objects That Display on Multiple Pages
  • 3.1.3 What You Can Do with Pages at Runtime
    • 3.1.3.1 Nondashboard Pages in Oracle Fusion CRM Applications
    • 3.1.3.2 Dashboard Pages in Oracle Fusion CRM Applications
    • 3.1.3.3 Pages in Non-CRM Applications
    • 3.1.3.4 UI Shell Template
  • 3.1.4 What You Cannot Do with Pages at Runtime
  • 3.1.5 Before You Begin Customizing Existing Pages
• 3.2 Editing a Page in Page Composer
• 3.3 Editing Component Properties in Page Composer
• 3.4 Editing the UI Shell Template Used by All Pages
• 3.5 Editing Pages in Oracle JDeveloper After Using Page Composer

4 Using Flexfields for Custom Attributes

• 4.1 About Using Flexfields
  • 4.1.1 About the Different Types of Flexfields
  • 4.1.2 What You Can Do with Flexfields at Runtime
  • 4.1.3 What You Cannot Do with Flexfields at Runtime
  • 4.1.4 What You Cannot Do with Flexfields at Design Time
  • 4.1.5 Before You Begin Using Flexfields to Create Custom Attributes
  • 4.1.6 How to Configure Custom Attributes
• 4.2 Finding the Flexfields on a Page
• 4.3 Planning Your Flexfields
  • 4.3.1 Planning Descriptive Flexfields
  • 4.3.2 Planning Extensible Flexfields
• 4.4 Creating Custom Value Sets
• 4.5 Configuring Flexfields
  • 4.5.1 Configuring Descriptive Flexfields
    • 4.5.1.1 Configuring Descriptive Flexfields Using Quick Create Dialogs
    • 4.5.1.2 Configuring Descriptive Flexfields Using the Manage Descriptive Flexfields Task
  • 4.5.2 Configuring Extensible Flexfields
• 4.6 Validating Flexfield Configurations
• 4.7 Deploying Flexfield Configurations
• 4.8 Integrating Custom Attributes

5 Customizing Menus

• 5.1 About Menu Configuration
  • 5.1.1 About Navigator Menu Configuration
    • 5.1.1.1 What You Can Do with the Navigator Menu at Runtime
    • 5.1.1.2 What You Cannot Do with the Navigator Menu at Runtime
  • 5.1.2 About Home Page Menu Configuration
    • 5.1.2.1 What You Can Do with the Home Page Menu at Runtime
    • 5.1.2.2 What You Cannot Do with the Home Page Menu at Runtime
  • 5.1.3 Before You Begin Customizing a Menu
• 5.2 Adding Navigator Menu Groups
• 5.3 Adding Menu Items
• 5.4 Hiding and Showing Nodes

6 Customizing and Extending BPMN Processes

• 6.1 About Customizing BPMN Processes
  • 6.1.1 Oracle Tools for Customizing and Extending BPMN Processes
  • 6.1.2 What You Can Do with BPMN Processes at Runtime
    • 6.1.2.1 What You Can Customize Using Oracle SOA Composer and Oracle BPM Worklist
    • 6.1.2.2 What You Can Customize Using Business Process Composer
  • 6.1.3 What You Cannot Do with BPMN Processes at Runtime
  • 6.1.4 Before You Begin Customizing BPMN Processes
• 6.2 Creating a BPM Project
• 6.3 Customizing BPMN Processes
• 6.4 Saving a BPM Project to the BPM Repository
• 6.5 Deploying a BPM Project
• 6.6 Configuring Oracle Fusion Applications to Use BPMN Processes
  • 6.6.1 Configuring BPMN Processes in CRM Applications
  • 6.6.2 Configuring BPMN Processes in HCM Applications

7 Customizing Reports and Analytics

• 7.1 About Customizing Reports and Analytics
• 7.2 Customizing Reports
  • 7.2.1 About Customizing Reports
    • 7.2.1.1 What You Can Customize
    • 7.2.1.2 Related Report Customization Tasks
    • 7.2.1.3 Tools for Customizing Reports
    • 7.2.1.4 Using the Customize Feature
    • 7.2.1.5 Considerations When Using the Customize Feature
    • 7.2.1.6 Before You Begin Customizing Reports
  • 7.2.2 Customizing Layouts
    • 7.2.2.1 Customizing RTF Templates
    • 7.2.2.2 Customizing BI Publisher Templates
  • 7.2.3 Customizing Data Models
    • 7.2.3.1 Editing Existing Data Models
    • 7.2.3.2 Creating a New Data Model
  • 7.2.4 Creating Custom Reports
  • 7.2.5 Adding Translations
  • 7.2.6 Tasks Required to Run Custom Reports with Oracle Enterprise Scheduler
    • 7.2.6.1 Creating a New Oracle Enterprise Scheduler Job Definition
    • 7.2.6.2 Customizing Parameters for Reports Submitted Through Oracle Enterprise Scheduler
  • 7.2.7 Securing Custom Reports and Related Components
  • 7.2.8 Making Reports Available to Users in the Reports and Analytics Pane
  • 7.2.9 Enabling Reports for Scheduling from the Reports and Analytics Pane
• 7.3 Customizing Analytics
  • 7.3.1 About Customizing Analytics
    • 7.3.1.1 Maintaining Report Customizations in the Custom Folder
    • 7.3.1.2 What You Can Customize in Analytics
    • 7.3.1.3 Understanding Catalog Security and Allowed Customizations
  • 7.3.2 Customizing Analytics
  • 7.3.3 Customizing the Oracle BI Repository (RPD)

Part III Appendixes

A Troubleshooting Customizations

• A.1 Introduction to Troubleshooting Customizations
• A.2 Getting Started with Troubleshooting and Logging Basics for Customizations
  • A.2.1 Diagnosing Customization Issues Using the Manage Customizations Dialog
  • A.2.2 Exporting Customizations
  • A.2.3 Troubleshooting Customization Set Migration Issues
  • A.2.4 Deleting Customizations
  • A.2.5 Backing Up and Restoring Customizations
  • A.2.6 Choosing the Right Customization Layer
  • A.2.7 Determining the Full Path for a Customizations Document
  • A.2.8 Logging Customizations that Are Applied to a Page
  • A.2.9 Determining Whether a Page Has Customizations
  • A.2.10 Using Sandboxes for Page Customizations
  • A.2.11 Using Sandboxes for Flexfield Configurations
  • A.2.12 Troubleshooting Flexfield Deployment
  • A.2.13 Validating Flexfield Metadata
• A.3 Resolving Common Problems
  • A.3.1 User Interface is not Displaying the Active Sandbox Customizations
  • A.3.2 Conflict Errors Reported When You Publish a Sandbox
  • A.3.3 Dashboard Title Change Does Not Appear in Browser Title Bar, Navigator Link, or Tab
  • A.3.4 Cannot Open Page After Personalizations
  • A.3.5 Missing Navigator Menu Item
  • A.3.6 Navigator Menu Item Does Not Work
  • A.3.7 Nothing Changes After Clicking Cancel in Set Preferences Page
• A.4 Using My Oracle Support for Additional Troubleshooting Information

Glossary