How to download form personalization and upload it to another Instance

How to download form personalization and upload it to another Instance in Oracle E-Business Suite

Here is a very useful command FNDLOAD, that can be use to take a backup of your form personalization.
Your personalizations will be saved on .ldt file.
We will learn this through two simple steps,

*** You should take a note that upon uploading, all prior personalization for that function are first deleted, and then the contents of the loader file are inserted. So be careful.

Step 1: Download your personalization.
From Linux, set the environment file, your .ldt file will be created on current directory

FNDLOAD <apps_user>/<password> 0 Y DOWNLOAD $FND_TOP/patch/115/import/affrmcus.lct <file_name>.ldt FND_FORM_CUSTOM_RULES form_name=<form_name>
 Here three parameters are used
<apps_user>    = apps user name normally apps
<password>     = apps password
<file_name>      = file name (in our case test.ldt)
<form name>    = form name can be get form Help > About Oracle Applications

Usage:
FNDLOAD apps/*** 0 Y DOWNLOAD $FND_TOP/patch/115/import/affrmcus.lct test.ldt FND_FORM_CUSTOM_RULES form_name=FNDSCAUS


Step 2: Upload your personalization to another instance.
 From Linux, set the environment file, go to path where .ldt file is copied
 FNDLOAD <apps_user>/<password> 0 Y UPLOAD $FND_TOP/patch/115/import/affrmcus.lct <file_name>.ldt

Usage:
FNDLOAD apps/*** 0 Y UPLOAD $FND_TOP/patch/115/import/affrmcus.lct test.ldt

Enjoy ;)

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Restrict the View of Key Flexfields Values through Forms Personalization

Its a very common issue faced by ERP administrators, that a GL user with admin rights is also eligible to view flexfield values of other modules (fa,hr,payroll etc.). Here is a simple solution of this problem through form personalization. I found this solution on (http://www.biztech.com/blog/2011/08/view-only-access-to-key-flexfield-values/), so if you find some difficulty in understanding you can go use given link.

So, as you can see the flexfield find window in screenshot, our first target will be to disable all radio buttons on left side except 'Key Flexfield' radio button.



Following are the screenshots of personalization to disable radio buttons, trigger event will be 'WHEN-NEW-FORM-INSTANCE' and we will have to define three actions separately for each radio button.







Now we will move further to restrict list of values of find window as follows,
1- Application Name: General Ledger
2- Title: Accounting Flexfield
3- Structure: XX Accounting Flexfield


To achieve this we will write new record group sql quires, I will provide these, if you want to change these you need a technical person for that. Given quires are extracted from the request groups of standard form and if you want to change these it is recommended to have fresh copy of these quires from standard form.

First define record group for lov 'Application' and then assign that record group to item.

Query: select application_name, application_id from fnd_application_vl where  application_id = 101

Now define record group for 'Title' and assign that to respective item

Query: select id_flex_name,id_flex_code from fnd_id_flexs where application_id = 101 and id_flex_name = 'Accounting Flexfield'

 Now define record group for 'Structure' and assign that to respective item

Query: select id_flex_structure_name,id_flex_num from fnd_id_flex_structures_vl where application_id = 101 and ID_FLEX_STRUCTURE_NAME = 'WT Accounting Flexfield' and id_flex_code = 'GL#'



Now, user will have only one choice in find window lovs. 

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