Form Personalization

User Specific HR Lookups Read Only Setup Through Oracle D2k Form Personalization

Requirement

The following two HR Lookups to be set read only for all the users except one specific user which will be changed based on the decision by business. Only system administrator should have the rights to give the access to the user to have these lookups updated. 

HR Lookups

EMP_ASSIGN_REASON 
CWK_ASSIGN_REASON 

Proposed Solution

Enable read only setup through form personalization for the above mentioned HR lookups. Create a profile option using which the system administrator can give access to specific user for updating these HR Lookups. 

Setup Prerequisite

Oracle D2k Form Personalization Profile Option 

Name: Utilities:Diagnostics
Level: User
Value: Yes (Revert to 'No' in order to restrict users accessing diagnostic options from help tab)

Name: Hide Diagnostics menu entry
Level: User
Value: No (Set 'Yes' to hide diagnostics option from help menu)

Navigation: System Administrator - Define Profile Options

SQL Values Validation Query

SQL="SELECT FU.USER_NAME, FU.USER_NAME

into :VISIBLE_OPTION_VALUE, :PROFILE_OPTION_VALUE

FROM FND_USER FU"

COLUMN="USER_NAME(*)" 

Oracle Profile Window Documentation

2) Setup Profile Option

Navigation: System Administrator - Profile - System

Name: HR Restricted Lookup Access

Level: Site

Value: <Select the user name from the LOV to whom the HR Lookup update/creation access to be given>

 3) Enable HR Lookup read only through form personalization

Navigation: HRMS Manager - Other Definitions - Application Utilities Lookup - Help - Diagnostics - Custom Code - Personalize

Header: Lookup Type Block

                                              













Line: Lookup Values Block

Condition:

:FND_LOOKUP_TYPES.LOOKUP_TYPE IN ('EMP_ASSIGN_REASON','CWK_ASSIGN_REASON')
AND FND_GLOBAL.USER_NAME <> (SELECT POV.PROFILE_OPTION_VALUE FROM FND_PROFILE_OPTION_VALUES POV, 
FND_PROFILE_OPTIONS PO
WHERE 1 = 1
AND PO.PROFILE_OPTION_ID = POV.PROFILE_OPTION_ID
AND PO.PROFILE_OPTION_NAME = 'HR_RESTRICTED_LOOKUP_ACCESS')

                                                                                 
                                                         
Form Personalization Tables

FND_FORM_CUSTOM_ACTIONS
FND_FORM_CUSTOM_RULES
FND_FORM_CUSTOM_SCOPES
FND_FORM_CUSTOM_PROP_VALUES
FND_FORM_CUSTOM_PROP_LIST


4) Setup Test Case

• Login as ILOGIC user and make update in the above mentioned HR Lookups.

• Login as other user and access the above mentioned HR Lookup to ensure it is read only.

4.1) Login as ILOGIC user

Navigation: HRMS Manager - Others Definitions - Application Utilities Lookup

Query the lookup type "EMP_ASSIGN_REASON" and try updating any field. Application allows you to do creation/update/delete action.
















4.2) Login as other user

Navigation: HRMS Manager - Others Definitions - Application Utilities Lookup

Query the lookup type "EMP_ASSIGN_REASON" and try updating any field. Application restricts you to do creation/update/delete action as per the requirement.

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