By Wendy Lamar

Personalizations can be used to change attributes on a page, such as displayed columns or column headings. A public view is a personalization that can be configured at the user, responsibility, organization, or site level. A view displays relevant columns for a page and can include all data or be limited by a specific search. A page that is view enabled can have one or many views, so they are helpful, quick reporting tools and save the user time searching data sets for common or frequently queried subsets of data. Most views can be easily exported to Microsoft Excel.

To enable personalizations, the following profile options should be set at your user level:

• Personalize Self-Service Defn = Yes
• FND: Personalization Region Link Enabled = Yes
• FND: Personalization Seeding Mode = Yes
Once these profile options are set for the first time, you should log out of the application entirely and log back in for the settings to take effect.

Once you are ready to create a new public view, navigate to the page where the view is located. Click on the ‘Personalize Query’ link in the section to be personalized. You will now be on the Personalization page. Now click on the ‘Seeded User Views’ icon. Create the view just as you would a personal view, and if this is to be the default view, select the default flag—Click Apply to save the view. You can create multiple views if required at this time. Once you have created all of your views, click the Apply button. The application will return to the personalization page. Click the link Return to Application, and you can see the view(s) available on the page.

A great example of a page to personalize is the expenditure inquiry page accessed in the project home from the Financials tab, Costing subtab. This page has no seeded public views so the initial view will be created from scratch. The default columns listed are minimal compared to the Expenditure Inquiry GUI form. By creating a public view, you can add additional columns for the user, such as the billable flag, the expenditure category, the expenditure comment, purchase order or accounts payable information, and many more. You can accommodate many reporting requirements for different users and/or departments by enabling multiple public views. Further, depending on your environment configuration, the expenditure inquiry information is easily exported to excel by simply clicking the export button.

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