Form Personalization to modify the LOV of a Field

Aim : To Change the LOV of the “Tax Category” field in the “Enter transation India Localization” form.

Navigation: AR Super User > India Local Receivables > Transactions > Transactions (Localized)

Double Click it to open and Select Organization and Location and search for the Transactions which are not in Completed status.

Now in Lines section we need to change the Tax Category field LOV in such a way that only the categories assigned to the selected organization should be shown in LOV, Previously all the categories in the system were shown in the LOV.

Navigation: Help Menu >> Diagnostics >> Custom Code >> Personalize

Enter the following information:

Seq: 10

Description: New Record Group for Tax category

Level: Form

Enabled: checked

Trigger Event: WHEN-NEW-FORM-INSTANCE

Processing Mode: Not in Enter-Query Mode

Click on Actions and enter the following.

Seq: 10

Type:Builtin

Language: all

Builtin type: Create Record Group from Query

Argument: Paste your new SQL statement here. In this case it would be

SELECT JITC.tax_category_id

            ,JITC.tax_category_name

            ,JITC.tax_category_desc

FROM  ja_in_tax_categories JITC,org_organization_definitions org

where jitc.org_id=org.operating_unit

AND org.organization_id=:search.organization_id

AND jitc.tax_category_desc not like 'AP%'

ORDER BY JITC.tax_category_name

Group Name: TEST_GROUP

Now Create New Record with below information

Seq:15

Type: Property

Language: All

Enabled: Checked

Object Type: LOV

Target Object: TAX_CATEGORIES

Property Name: GROUP_NAME

Value: TEST_GROUP

Save it.

Click Validate

Click Apply Now.

Go to tools Menu >> click Validate All

Once it is successfully validated you are ready to go.

Click ok and close personalization form.

Close your Transactions form completely.

Open it again and Query the same record as before.

Check for the change in the LOV.