Customizing the Look and Feel of OTM to Fit Your Business
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Often, when Oracle Transportation Management (OTM) is implemented, the focus is on core functionality and ensuring that you can run your business optimally. However, you may not realize that there are many unnecessary steps in your day to day process due to extra clicks, extra fields, or extra steps required to kick off custom business processes. Utilizing Screen Sets, Manager Layouts, Re-labeling, and Custom Menus you can now turn an out-of-the-box application into a tool that uniquely matches how you do business. This presentation will give you insight to how this functionality works. Presented by Samuel Levin at MavenWire.
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Customizing the Look and Feel of OTM to Fit Your Business
- 1. Customizing the Look and Feel of OTM to Fit Your Business Collaborate ‘07 February 2007 MavenWire
- 2. Agenda ! High level overview of OTM’s screen and menu customization capabilities ! Demonstrate the capabilities of OTM ! Demonstrate how to apply these changes ! Questions and Answers Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 3. Objectives ! Provide an overview of OTM’s customizable look and feel functionality. ! Demonstrate ways to eliminate clicks and extra steps from your business processes. ! Demonstrate how to make changes to menus, search screens and data-entry screens. ! Provide an overview of how changes can be applied by user, role and/or domain. Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 4. Menu Layout Overview Default Manager Layout Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 5. Screen Set Overview Default Order Search Screen By Customizing the search screen all fields and tabs were condensed to one tab with no unwanted fields Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 6. Data Entry Overview Default Order Entry Screen Only fields that need to be populated are displayed Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 7. Demonstration Demonstration Demonstration Includes: ! Manager Layouts ! Screen Sets ! Menu Layouts ! Labels ! Custom Actions ! Branding Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 8. Benefits of Customizations ! Minimize Clicks while using OTM ! Simplifies Data Entry ! Reduces chance for User Error ! Reduces Steps in your Business Processes ! Conforms OTM to your Business Standards and Terminologies ! Configure OTM by User Role ! Improves overall Business Process Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 9. Q & A and Discussion Questions? Customizing the Look and Feel of OTM to Fit Your Business MavenWire
- 10. Thank You! MavenWire
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- Creating Labels 1. Log into DBA.ADMIN 2. Go to Configuration and Administration / User Configuration / Label Manager and click New 3. Input Label Information a. Label ID – this is label xid, this field can contain Mixed Case characters and no spaces b. Type – there are five label types i. Label – use this for screen sets and manager layouts ii. Error – use error for Action Checks c. Language - controls the text that is used when you select a language in User Preferences d. Country – this field can be used to define a variable of a language, for example French and French Canadian. e. Domain Name (Variant) – creates a translation variant that controls the domain in which the text is used. If you do not specify a domain, the text is in effect for all domains. Also note that subdomains inherit their parent domain translations. f. Text – the actual text that you want to appear on the screen. Creating a Manager Layout 1. Go to Configuration and Administration / User Configuration / Manager Layout and click Search 2. Select the Manager Layout id and click on “Copy Manager Layout” a. Manager Layout Types i. E is for Edit and New layouts. ii. V is for View layouts 3. Input Manager Layout ID 4. Edit Post Save Navigation a. Glog Results- is the default setting. After saving, you are directed to the Glog results page. b. Manager- after saving, you are directed to the beginning of the manager that you are working in. c. Save From Location- after saving, you remain on the page you saved information from. 5. Click Next on “Details” 6. Edit relevants fields or tabs 7. Adding Fields a. Identify Label Id and Reference Number or Remark Qualifier b. Scroll to bottom of screen and click the “Add Field” button c. Input the details in the screen and click save, the field will now appear at the bottom of the screen 8. Deleting Fields a. Select the field to delete and click on the X icon b. Click OK to the pop up window to confirm the delete Now you can see the Order Type can be added back to the screen by clicking on the add Order Type button. Please note the screen does not readjust since the field was deleted. 9. Changing Numeric Fields a. Select the field and click on the e button b. Edit the following fields: i. Read Only – users cannot edit the information in the field ii. Required – makes the field required and displays a red asterik iii. Allow Negative Values – if checked the field can contain a negative value iv. Min Value – this checks for a minium value v. Max Value – this checks for a maximum value vi. As Entered – this will use UOM inputted and not respect user preferences vii. Precision – the number of allowed decimal places 10. Changing Non Numeric Fields a. Select the field and click on the e button b. Edit options: i. Read Only – users cannot edit the information in the field ii. Required – makes the field required and displays a red asterik iii. Hide Find – this hides the F button next to the field iv. Hide List – this hides the L button next to the field v. Hide View – this hides the V button next to the field vi. Hide New – this hides the N button next to the field vii. Fixed List – if checked two fields appear 1. Display – input the display name for the dropdown value 2. Value – input the database value related to the display c. Now the edited field is a dropdown list 11. Changing Date Fields a. Select the field and click on the e button b. Edit options: i. Read Only – users cannot edit the information in the field ii. Required – makes the field required and displays a red asterik. c. The field now displays the red asterik 12. Once all changes have been complete click on Finished button to save the Manager Layout Creating a Screen Set Screen Set Capabilities: • Search tab - Customize the tabs and fields on the Search page for a business object • Default Criteria tab - Define default criteria for search fields • Results tab - Customize the Results page columns • Tree tab - Customize the Results page tree control • Actions tab - Customize the Actions menu • SmartLinks tab - Customize the SmartLinks menu • General tab - Customize the standard configuration of control buttons, manager layouts, saved query controls, tree control, and the default display sequence of the Search and Results pages 1. Go to Configuration and Administration / User Configuration / Screen Set Manager and click search 2. Select Screen Set ID and run action “Copy Screen Set” 3. Edit relevant tabs and fields 4. Add Search Field a. Click on the Search Tab b. Scroll to the bottom of the screen and click add field c. Select a Field Name from the dropdown list. The list is a fixed list and OTM Development can only add fields i. Field Name – list of available fields ii. Label ID – the display text for the field iii. Constraining - makes the field as required meaning that a user must enter a value for the field to perform a search. iv. Default Operator – select the default value for the operator v. Fixed Drop List - specific list of values that limits the valid choices for a field. vi. Indicator - displays lists box with the following (default) values: White, Green, Yellow, and Red. vii. Save the new field viii. Click the up arrow to move the field up or click the down arrow to move the field placement down 5. Delete Search Field a. Select the field to delete b. Click on the X to delete the field 6. Add Column to Search Results a. Sequence Number – position of column in search results, number can only be used once b. Column – id to appear in the search results c. Label ID – text displayed as column heading d. Width (in pixels) – width of column in the search results e. Sort – allows ascending or descending sorting for column f. Indicator - should only be marked if you are adding/editing the Indicator field. g. Image Path - should only be marked if you are adding/editing the User Defined Image fields. h. Save – line information inputted i. Edit – line appears in top grid and can be edited j. Delete – deletes field from the search results 7. Delete Column from Search Results a. Click delete next to row for the column to delete. 8. Finish/Save Screen Set when changes have been completed Creating a User Menu 1. Go to Configuration and Administration / User Configuration / Menu Manager and click search 2. Edit the user menu 3. Add Menu Links a. Select where to the put the new Menu Link and click on the arrow b. Select the Menu Link Type i. Link – four Menu Link types, this changes the main frame when the user clicks on the link. ii. Group - A group is the highest level in the menu hierarchy and can be used to nest other groups or links. c. Add Link Information i. Text – this is the text displayed on the menu ii. XSL Configuration Override – only applies if you select the Data Entry, Screen Set, or Workspace options. This field allows you to provide an XSL override for any of the pages that appear for these configuration options which means that menus can be defined with there own XSL configuration setting. iii. Populate one of the below: 1. External URL - is any internet address that you want to add as a menu link. 2. Data Entry - is a GC3-specific URL that represents the first data-entry page for a business object. 3. Screen Set - is a configured Screen Set created in the Content Manager and displays either the Search/Results page for a business object (depending on how the Screen Set is configured). 4. Workspace - is a configured Workspace created in the Workspace Manager and displays working lists of business objects. 4. Move Menu Group/Links a. Select the Menu Group/Link to be moved b. Click on the Up or Down arrow to move the Menu Group/Link to appropriate spot 5. Delete Menu Group/Links a. Select the Menu Group/Link to be deleted b. Click on the X to delete the Menu Group/Link 6. Click Finished when all menu changes have been completed