In this post we describe the process of modifying and extending a Tasklist available in the Regional Area of a Fusion Applications UI Shell. This is particularly useful to Customers who would like to expose Setup Tasks (generally available in the Fusion Setup Manager application) in the various functional pillars workareas. Oracle Composer, the tool used to implement such extensions allows changes to be made at runtime. The example provided in this document is for an Oracle Fusion Financials page.
Let us examine the case of a customer role who requires access to both, a workarea and its associated functional tasks, and to an FSM (setup) task. Both of these tasks represent ADF Taskflows but each is accessible from a different page. We will show how an FSM task is added to a Functional tasklist and made accessible to a user from within a single workarea, eliminating the need to navigate between the FSM application and the Functional workarea where transactions are conducted. In general, tasks in Fusion Applications are grouped in two ways:
Setup tasks are grouped in tasklists available to implementers in the Functional Setup Manager (FSM). These Tasks are accessed by implementation users and in general do not represent daily operational tasks that fit into a functional business process and were consequently included in the FSM application. For these tasks, the primary organizing principle is precedence between tasks. If task "Manage Suppliers" has prerequisites, those tasks must precede it in a tasklist. Task Lists are organized to efficiently implement an offering.
Figure 2. The Manage Journals Task in the Task Pane of the Journals Workarea
Our goal is to simplify cross task navigation and allow the user to access both tasks from a single tasklist on a single page without having to navigate to FSM for the Mapping task and to the Journals workarea for the Manage task. To accomplish that, we use Oracle Composer to customize the Journals tasklist by adding to it the Mapping task.
The first step in our process is to identify the underlying taskflow for the Manage Chart of Accounts Mappings task. We select to Setup and Maintenance from the Navigator to launch the FSM Application, and we query the task from Manage Tasklists and Tasks
Figure 3. Task Details including Taskflow path
The Manage Chart of Accounts Mapping Task Taskflow is:
We copy that value and use it later as a parameter to our new task in the customized Journals Tasklist.
A user with Administration privileges can start the run time customization directly from the Administration Menu of the Global Area. This customization is done at the Site level and once implemented becomes available to all users with access to the Journals Workarea.
Figure 4. Customization Menu
The Oracle Composer Window is displayed in the same browser and the Hierarchy of the page component is displayed and available for modification.
Figure 5. Oracle Composer
In the composer Window select the PanelFormLayout node and click on the Edit Button. Note that the selected component is simultaneously highlighted in the lower pane in the browser.
In the Properties popup window, select the Tasks List and Task Properties Tab, where the user finds the hierarchy of the Tasklist and is able to Edit nodes or create new ones.
Figure 6. The Tasklist in edit mode
In the Edit Window the user will now create a child node at the desired level in the hierarchy by selecting the immediate parent node and clicking on the insert node button.
This process requires four values to be set as described in Table 1 below.
How to Determine the Value
Focus View Id
This is the Focus View ID of the UI Shell where the Tasklist we want to customize is. A simple way to determine this value is to copy it from any of the Standard tasks on the Tasklist
This is the Display name of the Task as it will appear in the Tasklist
If the value is dynamicMain, the page contains a new link in the Regional Area. When you click the link, a new tab with the loaded task opens
This is the Taskflow path we retrieved from the Task Definition in FSM earlier in the process
Figure 7. The parameters window of the newly added Task
Once the FSM task is added and its parameters defined, the user saves the record, closes the Composer making the new task immediately available to users with access to the Journals workarea (Refer to Figure 8 below).
Figure 8. The COA Mapping Task is now visible and can be invoked from the Journals Workarea
If a Task Flow is part of a product that is deployed on the same app server as the Tasklist workarea then that task flow can be added to a customized tasklist in that workarea. Otherwise that task flow can be invoked from its parent product’s workarea tasklist by selecting that workarea from the Navigator menu.
The following Taskflows belong respectively to the Subledger Accounting, and to the General Ledger Products.
Since both the Subledger Accounting and General Ledger products are part of the LedgerApp J2EE Applicaton and are both deployed on the General Ledger Cluster Server (Figure 8 below), the user can add both of the above taskflows to the tasklist in the /JournalEntryPage FocusVIewID Workarea.
Note: both FSM Taskflows and Functional Taskflows can be added to the Tasklists as described in this document
Figure 8. The Topology of the Fusion Financials Product Family. Note that SubLedger Accounting and General Ledger are both deployed on the Ledger App
Oracle Fusion Applications Extensibility Guide 11g Release 1 (220.127.116.11) Part Number E16691-02 (Section 3.2)
Oracle Fusion Applications Developer's Guide 11g Release 1 (11.1.4) Part Number E15524-05