Guidelines for Hiding Oracle E-Business Suite UI Elements for Streamlined Navigation

Navigation Issues with UI Mashups

When combining two applications into one UI, however, certain navigational issues can result. While UI mashups are generally designed to show related content from the two applications (for example, a quote that is related to an opportunity or a customer), it is possible to use the navigational controls in the embedded application to go to a part of the embedded application that has no relationship to the parent application.

In the case of embedding an Oracle E-Business Suite UI inside of an Oracle CX Sales UI, it is theoretically possible to use the Oracle E-Business Suite navigator to go to a completely different module within the Oracle E-Business Suite application that has nothing to do with the related customer or opportunity from Oracle CX Sales, where the embedded UI was being displayed. For example, users with privileges in Oracle E-Business Suite that allow them to create quotes might also be able to navigate to Oracle E-Business Suite Human Resources or Financials pages that have no relationship to the customer or opportunity in Oracle CX Sales.

Limiting Unwanted Navigation

To minimize the possibility that end users can navigate and change the context of the embedded Oracle E-Business Suite UI to something that is not related to the parent Oracle CX Sales UI, the integration relies on a specialized patch in Oracle E-Business Suite that hides the header and footer sections in the quote UI pages, which the user would normally see if logged directly in to Oracle E-Business Suite. This partially prevents users from navigating to other modules within Oracle E-Business Suite. However, this does not completely eliminate the possibility of navigating to something out of context. Within the Oracle E-Business Suite quote UI there are also a variety of hyperlinks and buttons that allow the user to navigate to content and modules that are outside of quoting, and therefore outside the context of the Oracle CX Sales-Oracle E-Business Suite quote UI mashup.

Hiding or Disabling Links and Controls

To help minimize this issue, use the following table which shows links and controls that can be hidden or disabled. Note that disabling these UI elements is not required for the integration to work. Instead, you must determine whether limiting navigational options is important for your user communities. In some cases, user training might be sufficient to avoid any navigational confusion. In other cases, limiting what users can actually navigate to or drill down on will be desirable.

If limiting navigational options is required, the following table shows a number of controls that might be helpful to hide or disable. Note that additional controls not listed might need to be hidden or disabled, depending on what customizations have been applied to the Oracle E-Business Suite environment. This list is a starting point, and is not comprehensive.

The following tables list the Oracle E-Business Suite UI Elements to hide on the Oracle CX Sales Quote Update page.

The following table lists the Summary Area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Summary	Not applicable	Select button beside Contact Name	Rendered: false

The following table lists the Product tab area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Product tab	Not applicable	Submit button: Add Service to Previous Purchase	Rendered: false

The following table lists the Pricing tab area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Pricing tab	Not applicable	Add Adjustment in Product tab	Rendered: false
Not applicable	Not applicable	Column: (QotHdrPrcAdjRN.QotHdrPrcAdjRmCol) Add Promotion in Product tab	Rendered: false
Not applicable	Not applicable	Add Promotion in Product tab	Rendered: false
Not applicable	Not applicable	Column: (QotHDrPrcPromCdRN.QotHdrPromoRmCol)	Rendered: false
Not applicable	Not applicable	Add Charge in Product tab	Rendered: false
Not applicable	Not applicable	Column: (QotHdrPrcChrgRN.QotHdrChrgRmCol)	Rendered: false
Not applicable	Not applicable	Reset Pricing button	Rendered: false
Not applicable	Not applicable	Message Text: Pricing Date	Read only: true
Not applicable	Not applicable	Message list of values: Product Fiscal Classification	Read only: true
Not applicable	Not applicable	Message list of values: Transaction Business Category	Read only: true
Not applicable	Not applicable	Message: Tax Handling	Read only: true
Not applicable	Not applicable	Message: Exemption Reason	Read only: true
Not applicable	Not applicable	Message Text: Exemption Number	Read only: true

The following table lists the Shipping and Billing tab area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Shipping and Billing tab	Address	Go button after Message: Copy the Quote's Customer, Contact and Address To	Rendered: false
Not applicable	Address	Message: Copy the Quote's Customer, Contact and Address To	Rendered: false
Not applicable	Address, Shipping	Select button beside Costumer Name Select button beside Contact name Select button beside Address	Rendered: false
Not applicable	Address, Billing	Select button beside Customer Name	Rendered: false
Not applicable	Not applicable	Message list of values: Account Number	Read only: true
Not applicable	Not applicable	Select button beside Contact Name	Read only: true
Not applicable	Not applicable	Address select button	Rendered: false
Not applicable	Address, End Customer	Customer Name select button	Rendered: false
Not applicable	Not applicable	Message list of values: Account Number	Read only: true
Not applicable	Not applicable	Contact Name select button	Rendered: false
Not applicable	Not applicable	Address select button	Rendered: false
Not applicable	Shipping	Message Text: Requested Date Message: Request Date Type Message: Shipping Method Message: Shipment Priority Message: Demand Class Message: Freight Terms Message Text: Shipping Instructions Message: Free On Board (FOB) Message Text: Packing Instructions	Read only: true

The following table lists the Product tab area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Sales Team tab	Team Members	Add Person button	Rendered: false
		Reassign Sales Team button	Rendered: false
		Flow Layout: (QotHdrSlsTmTabRN.QotHdrSlsTmActRN)	Rendered: false
		Message: Role	Read only: true
		Message Check Box: Do Not Reassign	Read only: true
		Remove image in the table in the Remove column	Rendered: false
	Sales Credit, Revenue Credits	Add Person button	Rendered: false
		Remove image in the table in the Remove column	Rendered: false
		Message: Sales Group	Read only: true
		Message: Credit Type	Read only: true
		Message Text: Credit Percent	Read only: true
		Column: (QotHdrSlsCrdtRN.QotRvnRemCol)	Rendered: false
	Sales Credit, Non-Revenue Credits	Add Person button	Rendered: false
		Remove image in the table in the Remove column	Rendered: false
		Message: Sales Group	Read only: true
		Message: Credit Type	Read only: true
		Message Text: Credit Percent	Read only: true
		Column: (QotHdrSlsCrdtRN.QotNonRvnRemCol)	Rendered: false

The following table lists the Proposals area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Proposals	Not applicable	Submit button: Create Proposal	Rendered: false

Hiding or Disabling Links and Controls Continued

The following table lists the Approvals area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Approvals	Not applicable	Initiate Approvals button	Rendered: false
Not applicable	Not applicable	Cancel Approval Process button	Rendered: false
Not applicable	Not applicable	Table Actions	Rendered: false

The following table lists the Contract Terms area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Contract Terms	Not applicable	Preview Terms button	Rendered: false
Not applicable	Not applicable	Update Terms button	Rendered: false
Not applicable	Not applicable	Message Text: Signed By	Read only: true
Not applicable	Not applicable	Message Text: Signed Date	Read only: true

The following table lists the Supplement area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Supplement	Not applicable	Update button	Rendered: false
Not applicable	Not applicable	Row Layout: (QotHdrSuppTabRN.QotSupUpdateRowRN)	Rendered: false
Not applicable	Not applicable	Remove button	Rendered: false
Not applicable	Not applicable	Message: Section	Read only: true
Not applicable	Not applicable	Message: Template	Read only: true

The following table lists the Notes and Tasks area and the UI element within that area that must be changed.

Application Area	Application Subarea	UI Element	Property Change
Notes and Tasks	Tasks	Flexible Content: Tasks	Rendered: false
Not applicable	Attachments	Flexible Content: Attachments	Rendered: false