Setting User Preferences

You can set user preferences for an application.

Data source types: Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting

To set user preferences for an application:

From the tree list in the Smart View Panel, select an application.
Right-click, and then select User Preferences.
In the Preferences dialog, specify options for the following
- Application Settings: Manage email options, specify alias settings, set options for approvals, and specify out of office settings.
  - Select the Use Default check box to use default application settings for all options in a section.
  - Select a check box on the right to use the default application setting for an option.
  - Select a check box on the left to override the default application settings for an option.
  - Enter the required email address, specify if the application owner needs to be copied, and enable notifications for workflow, task list, and job console.
  - For Alias Table, select an alias table from the drop-down list on the left to override the default application settings, and then select the check box on the left.
    
    Note:
    Changes to the alias table require you to restart Oracle Smart View for Office and reconnect to take effect.
  - To set up the Out of Office Assistant, click Out of Office Assistant and select the I am Currently Out of Office check box. Select an action and next owner, and enter annotations, if needed, and click Submit.
- Display Settings: Set number formatting, page options, and other options.
  - Select the Use Default check box to use default application settings for all options in a section.
  - Select a check box on the right to use the default application setting for an option.
  - Select a check box on the left to override the default application settings for an option.
  - For formatting numbers, you can set the formatting for thousands separator, decimal separator, negative sign, and negative color.
  - In page options, you can define settings to remember selected page members, allow a search if the number of pages exceeds a number you specify, and set member indentation.
  - In other options, you can display consolidation operator, set a warning if the data form is largers than the number of specified cells, display a specified number of members on each dimensions page, display a specified number of records on each assign access page, and set a date format.
- User Variables: Variables set up by the administrator to help you navigate large forms and grids.
  - To change the selected member for a user variable, click to launch the Member Selection dialog.
  - Smart View 21.100+: You can apply an alias table to the members in the Member Selection dialog. Click , select Alias Table, and then choose an alias table from the list in the popup window. Selecting a table then closes the window. Your alias table selection is now applied to the members in Member Selection dialog. Select a member for the user variable, and then click OK to close the dialog.
  - Changing the alias table in Member Selection affects only the view in the dialog when setting user variables. For more information on using Member Selection, see Selecting Members from the Member Selector.
  - You can also enter the member name directly in the Selected Member field. If you enter an incorrect member or do not have access, then an error message warns you that the member does not exist or you do not have access to the member. Click OK to return to the Preferences and enter or select the correct member.
After setting the user preferences, click OK.

Note:

User preferences for locale, date format, and decimal and numeric format set on forms from within the web application are not honored on forms in Smart View.
You may specify decimal and numeric format for forms in Smart View in the Options dialog, Formatting tab by enabling the Use Thousands Separator option, and setting the Scale and Decimal Places options. For more information, see Formatting Options.