9Application Toolkit Configuration

This chapter contains the following:

Oracle Fusion Application Toolkit (ATK) provides many components that are available to users of all product families. These components include Applications Help, the Reports and Analytics pane, and the Watchlist. In the Setup and Maintenance work area, use the Application Toolkit tasks in the Application Extensions functional area to set up some of these components.

Note: The tasks are available only if the Application Toolkit Component Maintenance feature is enabled.

Tasks

Use these tasks in the Application Extensions functional area:

  • Map Reports to Work Areas: Determine what's available in the Reports and Analytics pane for specific work areas.

  • Set Watchlist Options: Define settings that affect what's displayed in the Watchlist and how often items are refreshed.

  • Manage Application Toolkit Administrator Profile Values: Set profile options to affect how some Application Toolkit components work.

  • Use other Application Toolkit tasks in this functional area to set up help:

    • Set Help Options

    • Assign Help Text Administration Duty

    • Manage Help Security Groups

Map Reports to Work Areas

You can find the Reports and Analytics panel tab in many work areas, and the analytics and reports you see in it depend on the work area. You can define what's available for a specific work area, by mapping reports from the business intelligence (BI) catalog to that work area. In this mapping context, reports refer to both analytics and reports. Your changes apply to all users who have access to the work area you're mapping.

Mapping Reports from Your Work Area

To map reports to the work area that you're in:

  1. Expand the Reports and Analytics panel tab.

  2. Click the Edit Settings icon in the panel tab.

    You see all the reports that are currently mapped to your work area.

  3. Click Select and Add.

  4. Find the report in the catalog and select it.

  5. Click OK.

  6. To remove any mapping, select the report and click Remove.

  7. Save your work.

Mapping Reports to Any Work Area

To map reports to any work area that you have access to:

  1. In the Setup and Maintenance work area use the Map Reports to Work Areas task.

  2. Select the application of the work area you want to map to.

  3. Select the work area.

  4. Click Search and see all the reports that are currently mapped to that work area.

  5. Click Select and Add.

  6. Find the report in the catalog and select it.

  7. Click OK.

  8. To remove any mapping, select the report and click Remove.

    Tip: Click Synchronize to remove all mappings to any reports that are no longer in the catalog. You synchronize all work areas, not just the one you're mapping.
  9. Save your work.

Set Up Reports for Scheduling

You can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes and other work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work area and panel tab, then you must configure properties for the corresponding reports.

Enabling a Report for Scheduling

To enable scheduling in the Reports and Analytics work area and panel tab:

  1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.

  2. Click Properties.

  3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job Package Name

The path for the job definition, for example: /oracle/apps/ess/<product family>/<product>/<business area>/Jobs

Enterprise Scheduler Job Definition Name

The job definition name (not display name), for example: ABCDEFG

FAQs for Map Reports to Work Areas

Either no reports are currently mapped to the work area you select on the Map Reports to Work Areas page, or you don't have access to the reports that are mapped.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask your administrator to either:

  • Assign you roles that have access to the reports you want to map to work areas.

  • Grant the Reports and Analytics Region Administration Duty to someone who already has access to those reports.

In the Edit Settings window, you might not see a currently mapped report because you don't have access to it.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask your administrator to either:

  • Assign you roles that have access to the reports you want to map to work areas.

  • Grant the Reports and Analytics Region Administration Duty to someone who already has access to those reports.

Watchlist Options

To disable or enable predefined Watchlist categories and items for all users, use the following in the Setup and Maintenance work area:

  • Functional Area: Application Extensions

  • Task: Set Watchlist Options

Ultimately, what users see in their own Watchlist would be the categories and predefined items that you enable in the Set Watchlist Options page:

  • Plus any saved searches that the user is using as Watchlist items

  • Minus any categories or items that the user decides to hide using Watchlist preferences

  • Minus any items with no results found, if the user decides to hide such items using Watchlist preferences

Any Category or Item

When you disable any category or item, you also disable the processes that calculate the Watchlist item counts. These processes include creating data caches, performing security checks, calling services across domains, running queries, and so on.

Predefined Watchlist Items

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 isn't available for users to display in their Watchlist.

  • The item is removed from any Watchlist where it's currently displayed.

If you disable a Watchlist category, then the category isn't available for users to include in their Watchlist. All Watchlist items within the category are also disabled.

User-Created Saved Search Watchlist Items

A Watchlist item with the User-Created Saved Search type doesn't appear in the Watchlist. It controls the display of the Manage Watchlist button on pages with saved searches. If you disable this type of Watchlist item, then:

  • The Manage Watchlist option isn't available on the corresponding page, so users can't use their own saved searches as Watchlist items.

  • Any user-defined saved searches (from that page) already used as Watchlist items are removed from the users' Watchlist. The saved searches are still available for searching, but not for the Watchlist.

Watchlist Category

If you disable a Watchlist category, then:

  • The category isn't available for users to include in their Watchlist.

  • All Watchlist items within the category are also disabled.

Note: You can see the Watchlist icon in the global header only if your default home page layout is Panel or Banner.

All Watchlist items have a predefined refresh interval, which controls how often the query that calculates the count for a Watchlist item can run. You can use the Set Watchlist Options page to edit the interval values. In the Setup and Maintenance work area, use the following:

  • Functional Area: Application Extensions

  • Task: Set Watchlist Options

How the Refresh Works

The count for any Watchlist item gets refreshed as follows.

  • When users open the Watchlist in the global header for the first time after signing in, the item is refreshed if five minutes have passed since its last refresh in an earlier session.

  • When users open the Watchlist again, the item is refreshed only if the time since its last refresh is equal to or greater than the refresh interval.

User-Created Saved Search Watchlist Items

What you enter as the refresh interval for a Watchlist item of type User-Created Saved Search applies to all Watchlist items based on saved searches that users create for that item. For example, you set the refresh interval for the Corporate Card Transactions item to five minutes. Multiple users create saved searches for corporate card transactions and use those saved searches as Watchlist items in their own Watchlist. All of these Watchlist items would have a refresh interval of five minutes.

FAQs for Watchlist Options

Edit the standard lookup type that stores the predefined Watchlist category and item names.

  1. Click Navigator > Setup and Maintenance.

  2. In the Setup and Maintenance work area, go to the following:

    • Functional Area: Application Extensions or a product-specific functional area

    • Task: Manage Standard Lookups

  3. On the Manage Standard Lookups page, find the lookup type for the Watchlist category you want to edit. The lookup types for predefined categories end with WATCHLIST, for example EXM_EXPENSES_WATCHLIST.

  4. Edit the lookup type meaning to change the category name.

  5. To change item names, edit lookup code meanings.

  6. Save your work.