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Notification Personalization & Deep Links for

Performance Management
Oracle HCM Cloud Common Features Release 12
ORACLE WHITE PAPER | APRIL 2017
Table of Contents

Overview 1

Deep Links 1

Security Roles 1

Notification Personalization: Worked Example 2

Changing Content in Notifications 2

Adding New Content in Notifications 4


Overview
Customers can customize notifications in a number of ways, from changing display options, to adding pop-ups, or
using deep links to redirect users to Oracle Fusion HCM application-specific work areas.

This white paper demonstrates easy ways to personalize notifications in Release 12 Oracle Fusion Performance
Management.

Deep Links
Oracle HCM Cloud supports certain links that provide direct access to specific tasks through single sign-on (SSO),
simplifying the navigation experience. Anyone can copy the deep link URL to create a fast path to the respective
page from corporate portals or email notifications. Access control is restricted by security roles and privileges.
Without SSO, you must sign on from Oracle Applications Cloud.

Deep links that are prefixed with MANAGER are secured with privileges assigned to the seeded Line Manager role.
Those prefixed with HR are secured with privileges assigned to the seeded HR Specialist role. Those prefixed with
SETUP are secured with privileges assigned to the seeded Human Capital Management Application Administrator
role.

(Navigation) Tools > Deep Links


The list of available deep links is driven by the functional security of the user. The following two examples are visible
to the HR specialist-cum-line manager user:
Complete Performance Documents (HR_COMPLETE_PERF_DOC)
Complete Performance Documents (MANAGER_COMPLETE_PERF_DOC)

Security Roles
The function privilege ‘View Administration Link’ (FND_VIEW_ADMIN_LINK_PRIV) enables the Deep Link menu
item in the Navigator.

The function privilege ‘Customize Approval Notification’ (PER_CUSTOMIZE_APPROVAL_NOTIFICATION_PRIV)


activates the Edit hyperlink for customizing notifications.

The delivered Human Capital Management Application Administrator role includes both function security privileges.

Additional Resources
Release 12 Customizing an Approval Notification: Worked Example
Release 12 FAQs for Page Composer Overview

1 | RELEASE 12 NOTIFICATION PERSONALIZATION & DEEP LINK FOR PERFORMANCE MANAGEMENT


Notification Personalization: Worked Example
There are two types of personalization for notifications:
1. Use the User Interface Text editor to modify the delivered content at the notification level.
2. Use the Page Composer to add content at the template level.

Note!
Any Composer customizations made to a notification will affect all notifications of the same transaction type.

USE CASE

Variable Tool Change Level

Body Text » User Interface Text » Notification specific


» Translation is supported
» Sandbox is required

Logo » Composer Customization » Notification template

Directory Deep Link » Composer Customization » Notification template

Quick Actions » Composer Customization » Notification template

MailTo » Composer Customization » Notification template

Changing Content in Notifications


(Navigation) My Workforce > Performance > Setup Maintenance: Manage Talent Notifications
Enable and generate notifications:

2 | RELEASE 12 NOTIFICATION PERSONALIZATION & DEEP LINKS FOR PERFORMANCE MANAGEMENT


Sandbox (Navigation) Tools > User Interface Text
Find the text you want to replace in the English language.
Click the Preview Changes button.

Enter the replacement text, and verify against the original string.
Confirm the changes. Click Save and Close.
Note: tokens cannot be added or removed.

Repeat the steps for another language.

3 | RELEASE 12 NOTIFICATION PERSONALIZATION & DEEP LINKS FOR PERFORMANCE MANAGEMENT


Caution: locate the exact text using the search results.
Select the Exclude check box to exclude other text from this change. Click Save and Close.

Note: back up the Sandbox before publishing for unit testing.

Adding New Content in Notifications


(Navigation) Tools > Worklists
Click Edit.
Note: the Sandbox is not supported. See tracking ER 25930734.

Click Hide Catalog so the Add Content button appears.


Click Add Content.

4 | RELEASE 12 NOTIFICATION PERSONALIZATION & DEEP LINKS FOR PERFORMANCE MANAGEMENT


Click Open in the Components section.

Use HTML markup to include all requirements in a single configuration so the browser can display pop-ups, hyperlinks,
and images for users.
Click Add. Click Close to close the dialog box.

HTML Markup for Reference:


<html>
<body>
<p>
<p>
Should you have queries, please send mail to:
<a href="mailto:hrcentral@fusion.com?Subject=2016%20Annual%20Performance%20Campaign%20Finale" target="_top">HR Central</a>
</p>
<a href="<pod-
name>/hcmCore/faces/FuseWelcome?fnd=%3B%3B%3B%3Bfalse%3B256%3B%3B%3B&pageParams=infoletCategoryName%3Dhcm_quick_ac
tions&infoletCategoryName=hcm_quick_actions" target="_blank">Open Quick Actions</a>
<p>
<a href="<pod-name>/fndSetup/faces/deeplink?objType=DIRECTORY_SEARCH" target="_blank">Directory Search</a>
<p>
<img src="<pod-name>/landing/images/oracle-logo.bfb30ffb.svg" alt="Oracle Cloud" style="width:304px;height:80px;">
<p>
<p>
</body>
</html>

Click Edit to open the Component Properties dialog box.


Click the Value dropdown arrow, select Expression Builder, and enter the new HTML Markup. Click Test and OK.

5 | RELEASE 12 NOTIFICATION PERSONALIZATION & DEEP LINKS FOR PERFORMANCE MANAGEMENT


Click Apply and OK to exit the dialog box.

Reorder the region:

Resize the seeded region if necessary.


Click Save to confirm changes. Click Close.
Note:
 Do not make changes to the delivered content here.
 Never delete a seeded component as it is shared in a single template. To undo
customizations, click Reset Task Flow. This will discard changes.
 Reapply global changes to Approval Notifications, which is a separate template type.

6 | RELEASE 12 NOTIFICATION PERSONALIZATION & DEEP LINKS FOR PERFORMANCE MANAGEMENT


Check the results:
Click the HR Central hyperlink:

Click the Open Quick Actions hyperlink:

Click the Directory Search hyperlink:

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Change the login and user language preference to check the translation:

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Redwood Shores, CA 94065, USA Fax: +1.650.506.7200

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Release 12 Notification Personalization & Deep Links for Performance Management


April 2017
Author: Surlina Yin

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