Extend Oracle Joint Venture Management Pages That Use Dynamic Tables

The following table lists the Joint Venture Management tasks in the user interface, the flows for these tasks in Oracle Visual Builder Studio (VB Studio), and the pages within these flows that you can extend:

Note: In VB Studio, a flow is a group of one or more pages that has a specific task in the application user interface. Note that you can extend only the pages that are listed in the table.

Task in User Interface	Flow in VB Studio	Page
Partner Contribution Requests	jv-contribution-requests	contribution-requests
Partner Contributions	jv-partner-contributions	partner-contributions pc-edit-create
Source Transactions	jv-source-transactions	source-transactions
Carried Interest Distributions	jv-carried-interest-distributions	ci-distributions
Journals	joint-venture-journals	journals
Operational States	jv-operational-states	operational-states
Operational Measures	jv-operational-measures	operational-measures
Manage Invoicing Partners	invoicing-partners-manage	invoicing-partners
Manage Joint Venture Definitions	joint-venture-manage	joint-venture-master-guided jv-stakeholder jv-ownership-definitions
Manage Joint Venture Account Sets	jv-account-sets	account-sets
Manage Joint Venture Ownership Definition Assignment Rules	jv-assignment-rules	assignment-rules
Manage Carried Interest Agreements	jv-carried-interest-agreements	ci-agreements ci-group-edit-create
Internal Transfer	jv-internal-transfers	internal-transfers
Manage Operational Measure Types	jv-measure-types	measure-types
Manage Joint Venture Overhead Methods	jv-overhead-methods	overhead-methods
Manage Joint Venture Periodic Adjustment Factors	jv-periodic-adjustment-factors	periodic-adjustment-factors
Manage Joint Venture Project Sets	jv-project-sets	project-sets

You can extend these pages by adding, removing, and rearranging fields in the order that you want to display them in the user interface. The following steps provide an example of how to extend the “invoicing-partners” page by adding a “Creation Date” column.

1. Navigate to Setup and Maintenance and select the Joint Venture Management functional area under the Financials offering.

2. Click the Manage Invoicing Partners task.

3. On Invoicing Partners, click the logged-in user.

4. Under the Administrator section, select Edit Page in Visual Builder Studio. The selected page opens in the workspace of the VB Studio project.

   The following image shows the workspace of the VB Studio project. The App UIs pane shows the “invoicing-partners-manage” flow expanded with the “invoicing-partners” page selected. The page’s user interface is displayed in the Page Designer.

   

   On the Properties pane, under the Components tab, you can see the component for the page, which you can extend. In this example, the component is a dynamic table, which is labeled jointVentureInvoicingPartners as shown in the following image:

   

5. Click the component to see the ruleset and the layout for the component.

6. Click the link under the Rule Set section. This displays the base code that’s delivered with the application and the layout associated with it. To extend the code, you must create a copy of it.

   The following image shows a VB Studio project with the Invoicing partners table ruleset opened. The Layouts pane shows the default layout associated with the ruleset. The Display Logic pane shows the default ruleset for the page. The Properties pane shows the details about the selected ruleset.

   

7. Under Display Logic, click the copy icon for the default ruleset “isDefault.”

8. On Duplicate Rule dialog, enter a name for the new ruleset and make sure to select this check box: Also create a copy of the layout.

9. On the Layouts pane, click the newly created layout.

   Notice that all the fields that are delivered with the default layout are available with the copied layout.

   The following image shows a VB Studio project with the page layout panes opened for the invoicing partners table ruleset. The “Fields” pane lists all the fields included in the Oracle REST API for invoicing partners. The “Select fields to display” pane lists the selected fields and the order of the fields in the user interface.

   

10. To add the “Creation Date” field to the user interface, search for and select this field from the Fields pane. When selected, the field automatically appears in the “Select fields to display” pane. You can rearrange the fields in the list depending on the order that you want to see them in the user interface.

11. Close the Rulesets pane and refresh the browser to see the changes reflected in the Invoicing Partners page that’s opened in the Page Designer of the VB Studio workspace.

12. Click Publish to publish the changes to your development environment instance.

13. On Publish dialog, enter a comment for the change for audit purposes.

    Depending on your environment load, it might take a little while for the changes to be reflected in your development environment instance. VB studio shows the progress of the deployment, so you're recommended to keep it open to track the progress of the deployment until it completes.

14. To verify that the changes are reflected in your development environment instance, sign out and sign in to the environment instance.

15. Access the Manage Invoicing Partners task from the Joint Venture Management functional area in Setup and Maintenance and verify that the “Creation Date” column is added to the Invoicing Partners page.