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Oracle® Applications Cloud Extending the Applications
Release 13.2
Part Number E50709-02
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3 Customizing Pages

This chapter contains the following:

Overview of Page Customization Tools

Elements of Page Design

Page Customization Tasks

FAQs for Customizing Pages

Overview of Page Customization Tools

Page Composer Views: Explained

Page Composer provides two options for viewing and customizing page content and layout. Design view and Source view. To open a specific option, you select it from the View menu. Unique features exist in each view, however, both views share many common customization features.

Design View

When you work in Design view, you see one region that shows a WYSIWYG rendering of the page and its content. You work with components directly and access their properties from the toolbar in the chrome of the individual component.

Source View

When you work in Source view, you see the two regions. The Selection pane shows a WYSIWYG rendering of the page and its content. The Source pane contains a hierarchical ordering of the page components, including some components that otherwise do not appear on the page. Source view enables the selection and configuration of such components. You click a component in the Selection pane to highlight the component in the hierarchical list. The cursor turns to a magnifier and a blue outline appears around the component selection. You can also traverse the hierarchy and select components directly.

You work with components indirectly and access their properties by clicking Edit on the Source view header. You can also right click the object in the hierarchy and click Edit.

Tip

In Source view, controls on individual components are inactive, but you can click an individual component to select it. The Source position option on the View menu is available for specifying whether the page source appears above, below, left, or right of the Selection pane. The Source position option is active only when the page is open in Source view.

Selecting a Text Customization Tool: Points to Consider

You can modify and replace words or phrases that appear on pages in messages, and other areas of the user interface using several tools or tasks. Text customization tools include Application Composer, the Customize User Interface Text page, the Manage Menu Customizations task, and Page Composer. Multiple factors such as the offering you use, the extent and scope of your customizations, and the components that you customize influence the option you select.

This table presents the navigation and offering availability options associated with the tools you can use to customize user interface text.


Tool or Task

Navigation

Offering Availability

Application Composer

In the Navigator, select Tools - Customization - Application Composer

Oracle Sales Cloud

Customize User Interface Text page

In the Navigator, select Tools - Customization - User Interface Text

All Oracle Fusion Applications

Manage Menu Customization task

In the Navigator, select Tools - Setup and Maintenance. Then, access the task from the Overview page.

All Oracle Fusion Applications

Page Composer

Select Settings and Actions - Customize Pagename Pages.

All Oracle Fusion Applications

Projects Custom Objects (Application Composer)

In the Navigator, select Tools - Customization - Projects Custom Objects

Oracle Fusion Projects

Text Customization Scenarios

The following table includes possible scenarios for customizing user interface text. Compare your situation to the scenario in the table to determine the most appropriate tool for customizing text in your application.


Task

Scope

Tool or Task

Example

Simultaneously replace multiple occurrences of a word or phrase that appears on multiple pages in multiple contexts

Comprehensive

The customization affects multiple pages throughout your application.

Customize User Interface Text tool

Change the word Employee to Associate on every page associated with Employee Self Service, Benefits, and Payroll.

Simultaneously replace multiple occurrences of a word or phrase that appears in parts of messages in the message dictionary

Comprehensive

The customization affects multiple messages throughout your application.

Customize User Interface Text tool

Change the word Employee to Associate in every message associated with Employee Self Service, Benefits, and Payroll.

Simultaneously replace multiple occurrences of the singular and plural forms of a word or phrase that appears in messages and on pages

Comprehensive

The customization affects multiple pages and multiple messages throughout your application.

Customize User Interface Text tool

The phrase Bonus Amount appears on several pages and in multiple messages. You want to replace the phrase with Incentive Compensation on all pages and in all messages except one specific message.

Replace a word or phrase that appears on a specific page

Targeted: A page

The customization affects user interface text on a specific page or page fragment.

Page Composer

Change the word customer to account on two specific pages.

Replace a word or phrase that appears in a specific message in the message dictionary

Targeted: A message

The customization affects part of a specific message in the message dictionary.

Manage Messages task

Change the word recruit to potential employee, but only in two specific messages. All other messages continue to use the word recruit.

Simultaneously replace a word or phrase associated with a specific object wherever the object appears

Targeted: A business object

The customization affects a specific components of a specific message in the message dictionary.

Application Composer

Customize User Interface Text tool

In the Oracle Sales application, change the label of the opportunity business object, from opportunity to deal. You want the change to affect the business object wherever it appears.

Replace words or phrases that appear in menus and menu items

Targeted: Navigator menu item text

Manage Menu Customization task

Change the menu item label from Total Compensation Statements to Compensation Package Statements

Regardless of the changes and the tool you use to make them, text changes that you make with Page Composer and Application Composer always supersede the changes you make using the Customize User Interface Text tool. Targeted and specific changes that you make with the composers take precedence over generic, comprehensive changes that the Customize User Interface Text tool makes.

Note

The following exception exists.

You use a tool other than the Customize User Interface Text tool to perform a targeted replacement of one specific instance of OLDWORD with NEWWORD. Then, you use the Customize User Interface Text tool to perform a comprehensive replacement of all remaining instances of OLDWORD with SOME NEWWORD. The targeted replacement supersedes the comprehensive replacement. However, if you then perform a comprehensive replacement of NEWWORD with ANOTHERWORD, then all instances of NEWWORD--including the targeted instance--change and have one instance of SOME ANOTHERWORD.

Elements of Page Design

Page Component Properties: Explained

All components have configurable properties that control, or express, their appearance and behavior. Many properties are common to all component types and some properties are unique to one component type. You access the properties of a component by opening the Component Properties dialog box. The dialog box organizes properties of similar function under tabs that name the category of the properties. Properties and tabs can vary from component to component.

Component Property Tabs

This table describes the tabs that you might see in a component properties dialog box


Tab

Description

Parameters

Settings that can control component aspects that are specific, or often unique to the component.

For example, on a page that contains a map, a component might have a parameter that provides a choice between units of measurement.

Display Options

Settings that affect the chrome of a component, including:

  • Header, header text, and border

  • Actions menu

  • Edit, Remove, Expand, Collapse and other icons

  • Tooltips

For example, display options on image layout components specify the image source URL and its optional link target.

Child Components

The list of all the components contained within and under the control of the parent component including controls for ordering the child components.

Style

Content Style

Settings that affect the look and feel of the component chrome or the component contents and that override corresponding values from a parent object, such as a component, page, and application providing an opportunity to fine-tune appearance.

Note

Some style properties might be disabled at the component level if other page or application elements (such as the skin) do not support modification to the property.

For example, font, color, and dimension.

Events

Events and event handlers for all the components on the current page that the current component can consume.

For example, an event could be selecting a check box within the current context. The code that runs and drives the result of a event, such as making another component visible, is an event handler.

Customizing Objects That Appear on Multiple Pages: Points to Consider

You can use Page Composer to customize objects that appear on multiple pages. Whether your customizations affect one or more pages depends on the way you include the object on the page and the Oracle Applications product that you use.

Consider these points when you customize objects that appear on multiple pages.

Customization Appearance Based on Shared and Non Shared Task Flows

The following table briefly describes the task flow scenarios in which object customizations appear on one or more pages.


If the object is...

Then the customizations...

Not part of a shared task flow

Do not appear on other pages

Part of a shared task flow

Do appear on all pages that include the shared task flow

Warning

When shared task flows include embedded logic that uses data from the page, the logic can override the customizations that you make in Page Composer.

Customizing the Same Page with Multiple Tools: Points to Consider

Using both Oracle JDeveloper and Page Composer, design time customizations and run time customizations can coexist on a page.

Note

Design time customizations are not available in Oracle Cloud implementations.

When you use multiple tools to edit the same page, consider these points:

Customizing Simplified Pages Using Page Composer: Points to Consider

On a simplified page , you can click your name and select Customize User Interface to customize the UI using Page Composer. When customizing a simplified page, consider the customization layer to choose, the types of customizations you can make, and labels for your saved changes.

Customization Layers

The customization layer that you select before making changes to the page determines the scope of users impacted by your customizations. If you are not presented with customization layers to choose from after you select Customize User Interface, then your changes are made to the site layer. For more information to understand customization layers, see the Oracle Fusion Applications Extensibility Guide for Business Analysts.

Types of Customizations

In simplified pages, customization using Page Composer is limited to what you can change with component properties. For example, you can show or hide fields or make a check box required, but you cannot add new components or change the layout of the page.

After you select a customization layer, if available, you can click:

Each component has its own set of properties, which may include some of the properties in this table.


Property

Description

Description

Text used by screen readers, for information in addition to what is provided in the Short Desc property.

Label

Display text for the component, for example the field prompt or the single prompt for a group of check boxes

Read only

Whether users can edit the component, for example if a check box can be selected or not

Rendered

Whether the component is visible or hidden to users on the page

Required

Whether users must enter something for the component before saving the page

Short Desc

Text that appears when users hover or focus on the component, for example hover over a field label or click in the text box

Show Required

Whether an asterisk is displayed to indicate that the component is required

When you access component properties on a workstation page using Page Composer, more properties are available.

Save and Label

When you save, you can label your changes so that you can later revert to your saved customizations. Labels are stored with a prefix of composer_. For example, if you enter myLabel, then the label is composer_myLabel.

As needed later, you can click your name in the global area and select Manage Customizations. Click Promote for the desired component and select the label to revert to.

Page Customization Tasks

Before You Customize Existing Pages: Points to Consider

Before you start your customizations, consider these recommended prerequisite tasks:

  1. Familiarize yourself with the Oracle Fusion application architecture that enables customization.

  2. Become knowledgeable of the typical workflows for working with run time customizations.

  3. Verify that the page is customizable in your Oracle Fusion application.

  4. Confirm that your privileges are sufficient for customizing the page.

  5. Set up a sandbox for working on your customizations.

  6. Determine the appropriate layer for the customization.

Changing the Look and Feel of Simplified Pages: Points to Consider

Use the Appearance page to apply predefined themes to all simplified pages, or customize these themes to create your own themes. To open the Appearance page, click Settings in the springboard and then select the Appearance tab.

Use themes to determine:

Branding

You can define the branding logo and application name above all pages.

Tip

For the logo, use an image that is as close to 400 by 100 pixels as possible. In general, an image that is wider than it is tall works best.

Background

The base color and watermark appear in the background of all simplified pages.

Tip

For the watermark, use an image that is as close to 1024 by 768 pixels as possible.

Changing the Layout of a Page: Explained

Page layout defines the number, placement, and orientation of content regions on a page. You set the layout style when you create the page. Some layouts allow choosing a different layout even after you add content to the page; others do not support switching layouts after creation.

To change the layout of a page:

  1. Access the page in Design view.

  2. Click Change Layout.

  3. Select the new layout.

Working With Components in Page Customizations: Procedures

The Resource Catalog provides a selection of task flows, portlets, and layout components that you can use to customize pages. You access the Resource Catalog in Page Composer from either Design view or Source view.

Aspects of components pertinent to page customizations include:

Accessing the Resource Catalog

To access the Resource Catalog when in Design view:

  1. Access the page you want to customize.

  2. Open the page in Page Composer.

  3. From the existing components, select the one that you want to be the parent component.

    Alternatively, insert a box component and select it as the parent component.

  4. Click the Add Content button associated with the parent component.

    The Resource Catalog appears.

Adding Components

To add components when in Design view:

  1. Access the Resource Catalog.

  2. Navigate through the catalog of components until you find the component you want.

  3. Click the Add icon associated with the component.

  4. Cut and paste, or drag and drop the component to place it.

In Source View, you:

  1. Select the container component in the selection pane.

  2. In the Source view toolbar, click Add Content.

  3. When the Resource Catalog appears, find the component you want.

  4. Click the Add icon.

Moving Components

Move page components in these ways:

Hiding Components Manually

The Show Component property is a display option property that determines whether the component appears to users at run time. The default state of a component is visible. To manually hide a component, you deselect the Show Component check box in the Component Properties dialog box. If the component is a child component, then deselecting the Show Component property affects only the child component itself. However, deselecting the Show Component property of the parent component, hides the parent and all child components it contains. When you hide a parent component, you automatically hide all child components.

You can hide components using any of the following three procedures:

To hide a child component directly:

  1. Click the Edit icon in the header of the child component. This opens the Component Properties dialog box.

  2. Click the Display Options tab.

  3. Deselect the Show Component check box.

  4. Click OK.

To hide the child component from within the parent component:

  1. Click the Edit icon on the containing box's toolbar.

  2. Click the Child Components tab.

  3. Deselect the box next to the component you want to hide.

  4. Click OK.

To hide the parent component and all child components:

  1. Click the Edit icon in the box header.

  2. Click the Display Options tab.

  3. Deselect the Show Component check box.

  4. Click OK.

Hiding Components Programmatically

You can add an Expression Language (EL) expression to a component that enables you to set a condition for hiding the component.

For example, suppose you have two check boxes (1 and 2) on a page. You also have a button (B) that you want to be visible only if check box 2 is checked. To step through the logic, ask yourself questions such as the ones in the following table.


Question

Answer

Purpose of Question

What is the condition?

What action or event must happen?

Check box 2 is selected

Determines what the occurrence, or event, is.

Determines the component that triggers the event.

Determines what expression to write.

What happens when the condition is met?

What happens when the event happens?

Button "B" appears.

Show the component: Button B

Note

The implication is that button B is hidden until the event occurs.

Determines the effect of the action.

What property determines whether a component is visible?

The Show Component property

Determines the property the code affects.

So the logic is:If 2 is checked, then the Show Component property of B is activated.

You place the expression on the component that receives the action.

Here is sample code that we might add to the component.

#{if checkbox2.selected = true}

After you think through the logic and find the correct expression, you add it to the property.

To access the EL Editor and add an expression to a property:

  1. Click the Edit icon in the component header.

  2. Click the Display Options tab.

  3. Find the Show Component property and click the chevron to open the EL Editor.

  4. Add EL to check for an event or condition and set the property, and based on the result, turn the property on or off.

To hide a parent component and all child components programmatically:

  1. Click the Edit icon in the box's header.

  2. Click the Display Options tab.

  3. Find the Show Component property and click the chevron to open the EL Editor.

  4. Add EL to check for an event or condition and set the property and, based on the result, turn the property on or off.

Deleting Components

Delete a component only if you are certain that no other components or processes depend on the component you delete. If you have reservations or are unsure whether any dependencies exist, then hide the component instead of deleting it. If you are sure no other components or processes are dependent on a component, click the Delete icon in the component header to delete the component from the page.

Warning

If you delete a parent component, you delete all of the child components automatically.

Note

Some components, such as mandatory or indexed fields or components that are installed as part of the Oracle Fusion Applications, cannot be deleted using Page Composer.

Bulk Text Customizations: Explained

Use the Customize User Interface Text tool when you want to simultaneously customize multiple occurrences of entire words or phrases in the user interface. This tool includes features such as sandbox integration; case sensitive, whole word searches; singular and plural text replacement; and contextual previews all of which make this tool suited for bulk text customization. You access the Customize User Interface Text tool from the Navigator. Under the Tools menu, select Customization, User Interface Text, and then press the Search and Replace button.

Restriction

The Customize User Interface Text tool searches text on pages and in messages in the message dictionary. This includes user assistance only if the user assistance text is in the message dictionary. Customization functionality for this tool does not extend to text in Business Intelligence (BI) reports, custom Enterprise Scheduler jobs, menus, or service oriented architecture (SOA) processes.

Features of the Customize User Interface Text tool include:

Restriction

You must work in an active sandbox to access and use Customize User Interface Text tool.

Search and Replace

After you activate a sandbox and click the Search and Replace button, you enter the search text and the replacement text. You can enter the singular and plural forms of whole words or phrases. As an option, you can perform case sensitive searches. You cannot perform partial word searches, nor can you use wildcard characters as part of the search text.

Use the sample values in this table as a guide when you enter search text.


Search Text

Expected Match

Match?

Reason

Empl

empl

Empl

Yes

Unless you select the Case Sensitive check box, both matches are considered exact.

empl

Employee

EmplID

employment

No

The application treats your search text value as a whole word. The text empl is not the same as the text Employee, EmplID, or employment.

After you enter the search text and replacement text, click the Preview Customizations button. The tool looks for exact whole word matches.

Preview and Adjust

The preview divides the search results and presents the matches on tabs based on the match category: user interface text and multipart message text. Data grids on each tab present the matches in rows. You can adjust each row independently. The grids on each tab are similar, but not identical.

On the User Interface Text tab, each row includes:

On the Multipart Message Text tab, each row includes the previously mentioned elements and:

For each row in the preview, you can:

Save and Publish

After you review and adjust the matches, save, thoroughly test, and validate the customizations.

Important

You should not publish a sandbox before you visually inspect and validate all pages and messages that contain text that you customize.

When the customizations pass your validation process, then publish the sandbox. Message text customizations appear to users when you save, even if you do not publish the sandbox. Page text customizations appear to users when you publish the sandbox.

Customizing Dialog Box Content: Procedures

You can use Page Composer to customize the content in your dialog boxes.

Complete these steps in Page Composer to customize the content in dialog boxes.

  1. Open the page that gives access to the dialog box.

  2. From the View menu, select Source.

    Note

    You must be in Source view.

  3. Select the button that brings up the dialog box.

  4. Open the properties for the dialog box.

  5. Click the Child Components tab in the Component Properties dialog.

  6. Edit the dialog box content.

  7. Click Apply to save your changes, then click OK to save your changes and close the Component Properties dialog.

Customizing the Global Page Template: Explained

The global page template, or UI Shell template, provides a common header area and the footer panel for all pages in your application. You can use Page Composer to customize the global page template.

Use either of these methods to open the global page template in Page Composer:

You can make the following customizations to the global page template in Page Composer:

Adding Components to the Global Page Template

You can use Page Composer to open and add components to the global page template.

To add components to the global page template:

  1. If you have not already opened the global page template in Page Composer, open it now as previously described.

  2. Select the portion of the global area to which you want to add a component, and click Add Content.

  3. In the component catalog, select Components to display the list of available components.

  4. Click the Add button associated with the component you want to add.

    The component appears in the global area.

  5. Change component properties as appropriate. For example, if you added the Text component, enter the text that you want to be displayed.

  6. After you finish making changes, click Close. When prompted, click Save to save your changes.

Editing Components in the Global Page Template

You can use Page Composer to open and edit components in the global page template.

To edit components in the global page template:

  1. If you have not already opened the global page template in Page Composer, open it now as previously described.

  2. Select the component that you want to edit.

  3. Click Edit.

  4. Edit the component properties, then click OK to save your changes.

  5. After you finish making changes, click Close. When prompted, click Save to save your changes.

Deleting Components from the Global Page Template

You can use Page Composer to open and delete components from the global page template.

To delete components from the global page template:

  1. If you have not already opened the global page template in Page Composer, open it now as previously described.

  2. Select the component that you want to delete.

    Tip

    When you move your cursor over the global page template, the areas that you can edit display a blue outline.

  3. Click Delete. When prompted, click Delete to delete the component.

  4. If you are done making changes to the global page template, click Close. When prompted, click Save to save your changes.

Editing Footers in the Global Page Template

You can use Page Composer to open and edit footers in the global page template.

To edit footers in the global page template:

  1. If you have not already opened the UI Shell template in Page Composer, open it now as previously described.

  2. Select the left region of the footer area.

    Tip

    In the Source region, make sure the spacer: 40px node is selected after you select the left region of the footer area.

  3. In the Source region, right-click the panelGroupLayout: horizontal node that appears above the spacer, and click Add Content.

  4. In the component catalog, select Components to display the list of available components.

  5. Click the Add button associated with the component you want to add. The component appears in the footer.

  6. Change component properties as appropriate.

  7. After you finish making changes, click Close. When prompted, click Save to save your changes.

Note

For information on making skin customizations, such as selecting a different color palette, see the Oracle Fusion Applications Extensibility Guide for Developers.

Changing Application Logo in the Global Page Template

To change the application logo in the global page template:

  1. If you have not already opened the UI Shell template in Page Composer, open it now as previously described.

  2. Click on the existing logo.

  3. Click Edit, and edit the component properties.

    Note

    You can change the text in the Short Desc field. This text will display when you hover over the logo.

  4. Click the Style tab.

  5. In the Background Image field, enter the URL to access the logo.

  6. In the Other CSS field, enter the width and height values of the logo's image in the format: "background-size: <width>px <height>px;". For example, "background-size: 119px 25px;".

    Note

    Adjust the dimensions of the new logo such that it replaces the existing logo appropriately.

  7. Click OK to save your changes.

Customizing Pages Using Design Time Tools: Highlights

Design time customizations can be made to the UI, for example to change the color theme for all pages. Design time customizations and extensions include complex changes that require deployment into the run time environment. Design time customizations and extensions are most often done by developers and are not available in Oracle Cloud implementations.

Design Time Tools

Customizing Task Lists: Procedures

Task lists enable you to organize direct links to task flows in your application and web pages outside your application. You link task flows and web pages to tasks through the Tasks List Task Properties in the Component Properties dialog box. Use the Source view of Page Composer to customize task lists.

To customize task lists, you should know how to:

To perform these customizations:

  1. Navigate to the task list that you want to change and launch Page Composer.

  2. If you are in Design view, change to Source view.

    Note

    You customize task lists in Source view only.

  3. In the Selection region, click the task list.

  4. Click Edit to confirm your intent and automatically select the task list entry in the Source region.

  5. In the Source region, click the Edit Task Flow link next to the task list region.

  6. Click Edit to confirm your intent and automatically select the task list entry in the Source region.

  7. In the Source region, right-click the panelFormLayout node, and select Edit.

    The Component Properties:panelFormLayout dialog box appears.

  8. Click the Tasks List Task Properties tab.

  9. Expand the tree to view the hierarchy of items in the task list.

  10. Select an item in the task list hierarchy.

  11. The toolbar provides multiple customization options. You can edit the selected item or insert a new task in the task list.

  12. If you insert a new task in the task list, you must enter values in several properties.

    The following table describes the properties that you use to create a task in your task list.


    Property

    Description or Value

    Web Application

    Select the target web application from the list of web applications that you defined in the deployments tables.

    Note

    Oracle Cloud customers must contact My Oracle Support at https://support.oracle.com to log a service request and obtain a list a valid values.

    Focus View Id

    Enter the focusViewId value of the target page, for example, /ServiceRequest.

    Focus View Id and Web Application are mutually inclusive properties.

    Action

    Enter the action that occurs when the user selects this item in the task menu.

    Note

    • Pages with actions appear in the adfc-config.xml file. These actions can take the user to a particular page.

    • If you specify an action here, then the Web Application and Focus View Id values are ignored.

    • This Action attribute is used in an ADF Controller navigation.

    Label

    Enter a name for the new task.

    This name appears in the task list menu and on the task tab when opened if the value of the page attribute isDynamicTabNavigation is true.

    Rendered

    Select this to display the item in the task list. Deselect to hide the item.

    To help you identify hidden items quickly, deselected items appear in italics on the customization dialog box.

    Destination

    Enter the full URL for the item, such as http://www.example.com. Use to open a new window that takes you out of the Oracle Fusion Middleware UI Shell pages.

    Destination takes precedence over any specified Web Application value.

    Task Type

    Select the task type for newly created items from the list of these values:

    • dynamicMain

    • defaultMain

    • defaultRegional

    • taskCategory

  13. Save any changes that you made to the properties, and then save the page in Page Composer.

Making Customizations Visible Based on User Roles: Explained

Controlling page components conditionally based on user role requires that you create security privileges and add an Expression Language expression to the property that you want to control.

For example, you want to show the Reports link to only your hiring managers, Sherry Callaway and Terrance Whitaker.

First, you create a privilege. Next, you can either assign it to an existing role that the hiring managers already have or you can create a new role that you assign to Sherry and Terrance only.

Next, open the page in Page Composer and select the Reports link component. Edit the component and find the Show Component property.

After you find the property, you must open Expression Builder and enter an expression that verifies whether the user has the appropriate privilege. Use this sample code as a guide:

#{securityContext.userGrantedPermission['MANAGER_REPORTS_LINK_PRIV']}

Save the property changes and close Page Composer.

Now, when users open this page, the application evaluates the expression. Because Sherry and Terrance have the correct permission, the expression and the Show Component property evaluate to Yes; they see the Reports link. For all other users, the expression and the Show Component property evaluate to No.

Note

Other methods exist for creating role-based customizations:

Customizing Page Titles: Procedures

Page titles appear in multiple places in the application: the browser header, page headings, tab titles, and as items in task lists and the navigator. Three separate title and label properties control the different places where the title appears. To customize a page title, you must enter the same value for all three. You change two properties using Page Composer and one using the Manage Menu Customizations task.

Note

Page Composer enables page title customization in all Oracle Fusion Applications except Oracle Fusion Sales Cloud.

The properties are:

Note

If your application requires language localization, you must provide the translated custom text. For more information on translating custom text, see the Oracle Fusion Applications Extensibility Guide for Developers.

Task List Page Title Property

The task list Page Title property controls the text that appears in the browser header.

To change the task list Page Title property:

  1. Access the page you want to customize and open it in Page Composer.

  2. From the View menu, select Source.

  3. In the Selection pane, click a task list link.

    An edit warning confirmation dialog box appears.

  4. Check the Do not ask next time check box.

  5. Click Edit.

  6. In the Source region, right-click the panelFormLayout node, and select Edit.

    The panelFormLayout Component Properties dialog box appears.

  7. Select the Tasks List Properties tab.

  8. Enter the new value in the Page Title field.

  9. Click Apply to save the changes, if you are changing the next property now.

    Note

    If you keep the dialog box open, skip the next step and then start at step 7 in the next section.

  10. Click OK to save the changes and close the Component Properties dialog box.

Task List Task Label Property

The task list task Label property controls the text that appears in the page headings, tab titles, and as menu items in task lists.

To change the task list task Label property:

  1. Access the page and open Page Composer in Source view.

  2. In the Design pane, select the task list.

    A confirmation dialog box appears.

  3. Click Edit to edit the task flow.

  4. In the Source pane, click the Edit Task Flow link next to the first subordinate region node.

    A confirmation dialog box appears.

  5. Click Edit to edit the task flow.

  6. In the Source region, right-click the panelFormLayout node, and select Edit.

    The panelFormLayout Component Properties dialog box appears.

  7. Click the Tasks List Task Properties tab.

  8. Expand the tree to display the child items in the task list hierarchy.

  9. Right-click the child item that you want to customize and click Edit in the toolbar..

  10. Enter the new value in the Label field.

  11. Click OK to save the changes and close the Component Properties dialog box.

Navigator Item Node Label Property

The navigator item node Label property controls the text that appears as menu item links in the Navigator.

To change the navigator item node Label property:

  1. Use the Setup and Maintenance Overview page to find and go to the Manage Menu Customizations task.

    Note

    The navigator menu groups appear as a list of expandable nodes.

  2. Expand and traverse the nodes until you find the item that you want to change.

  3. Select the item, and click Edit.

  4. Enter the new label, and click Save and Close.

  5. Close the task.

Making Saved Searches Available to All Users: Procedures

You can use Page Composer to create saved searches that appear to all users at the site layer.

Note

Create saved searches for all users at the site layer only. Do not use other layers, such as the role layer.

Creating Saved Searches for All Users

To create site-level saved searches:

  1. Navigate to the search component.

  2. Under your Settings and Actions, click Customize <Page Name> Pages to open Page Composer.

  3. Select the Site layer.

  4. In Design view, enter the search criteria.

  5. Click Search.

    Note

    You must perform the search before you save.

  6. Save the search component.

  7. Name your search and optionally select from these options:

  8. Close the dialog box.

  9. Save and close Page Composer.

  10. Sign out and sign in again to refresh the current list of saved searches.

Editing Saved Searches for All Users

To delete, rename, or change the search options for a site-level saved search, perform the following steps:

  1. Navigate to the search component.

  2. Under your Settings and Actions, click Customize <Page Name> Pages to open Page Composer.

  3. Select the Site layer.

  4. In the Design view, select Personalize from the Saved Search list of values.

  5. Select a saved search, then you can:

    Note

    You must perform the search before you save.

    Note

    You can't change the search criteria of a saved search in Page Composer. You can delete and then re-create it if you need to change the search criteria.

  6. Save the changes and close Page Composer.

  7. Sign out and sign in again to refresh the current list of saved searches.

Adding Translations of Customized Text at Run Time: Procedure

If you customize text in your application and you have users who sign on in multiple locales, you can enter translations of customized text so that it appears to end users in their own language. Several methods exist for adding the translated version of the customized text. The method that you select depends on the number of languages that you install for your application. If you run your application with only a small number of languages installed, you can manually add translations of the customized text for each language at run time.

Important

The following run time method works for text customizations that you make using these tools only:

Entering the Translations

To enter custom text translations at run time, follow this process.

  1. Sign in to your application in the base language, English.

  2. Access the sandbox that you are using for the batch of text customizations.

  3. Using the Customize User Interface Text page, enter the English word or phrase that you want to customize and enter the English language replacement text.

  4. Preview and adjust the matches as necessary.

  5. Verify and save your text changes.

  6. Publish the sandbox that contains the changed text.

    Your replacement text is now available to all users who sign in using English.

    Note

    Custom text in messages appears to users when you save; custom text in the user interface does not appear until you publish the sandbox.

  7. Sign out.

  8. Sign in again, but this time select a language other than the base language, for example Portuguese.

  9. Access the sandbox that you are using for the text customizations.

  10. Using the Customize User Interface Text page, search for the word or phrase in either English or Portuguese and enter the Portuguese language replacement text.

  11. Preview and adjust the matches as necessary.

  12. Verify and save your text changes.

  13. Publish the sandbox that contains the changed text.

    Your replacement text is now available to all users who sign in using Portuguese.

    Note

    Custom text in messages appears to users when you save; custom text in the user interface does not appear until you publish the sandbox.

Repeat the process in each installed language.

Note

If you run your applications in many locales with many languages, it might be more efficient to edit the XML localization interchange file format (XLIFF) documents instead of adding translations one language at a time. For more information about using XLIFF files to translate custom text, see the Oracle Fusion Applications Extensibility Guide for Developers.

FAQs for Customizing Pages

How can I work on customizations, but prevent users from seeing them until the customizations are complete?

You should create or select an appropriate sandbox. Set it as active to capture your customizations using Page Composer. When you are ready, publish the sandbox to make your changes available to users.

What happens if my customizations or personalizations make the page inaccessible?

You must contact an administrator and she can use the Manage Customizations task to view and, if necessary, delete your changes.

How can I reset a page or task flow to a previously saved version?

Press the Reset Page button in Page Composer (Design or Source view) to reset pages to a previously saved version or to the original out-of-the-box state.

Press the Reset Task Flow button in Page Composer (Source view only) while you have the task flow open to reset it to a previously saved version or to the original out-of-the-box state.

How do I back out or roll back customizations I made to a specific page?

You should use Save and Label to save your work. The label stores the metadata for the page at a specific point in time. Then, open the page in Page Composer and access the Manage Customizations dialog box. Select a label that is older than the current label and promote the older label to the tip layer. This effectively rolls back the customizations.

Note

When you use the Manage Customizations dialog, you roll back the customizations for the page and its pagedef file only. You do not roll back the other customizations made at the label save point.

Can I undo text customizations that I made using the Customize User Interface Text tool if I haven't I published the sandbox?

It depends on the type of text that you customize. You must publish the sandbox before your user interface customizations become visible to users. If you haven't published the sandbox, then destroying it removes the customizations. Message text customizations, however, are visible as soon as you save the preview. After you save, destroying the sandbox has no effect on message text customizations; the changes cannot be undone.

Can I get a report of all customized text if I want to analyze, troubleshoot, and diagnose the cause of unexpected action?

No, but you can use the Customization Setup Manager to export all of your application customizations to a ZIP file that contains the FAOverrideBundle. The file lists of all text customizations in your application. You can use the contents of this file for diagnosis and troubleshooting purposes. Do not edit or modify the contents of this file. The file is only a read-only version of all text customizations made using browser based tools, such as Application Composer, Page Composer, and the Customize User Interface Text tool.

Why didn't text in my BI reports, SOA processes, and menus change when I used the Customize User Interface Text tool to perform comprehensive text customizations?

The bulk customizations performed by the Customize User Interface Text tool affect only the text that appears on application pages and in message dictionary messages.

How do I use metadata to perform customization-related tasks that cannot be done in Page Composer?

In Page Composer, you can access the Manage Customizations dialog box, where you can download the metadata. You then manipulate the metadata to perform direct customization and upload the changed metadata using the same dialog box.

How can I post announcements on the simplified home page?

On any simplified page, click Settings in the springboard, and then select the Announcements tab. Use the Announcements page to create, edit, and delete announcements.

Only the content (not the subject) of announcements appears on the home page.