Oracle Fusion Forms Personalization using Sandbox

🧭 Introduction

Oracle Fusion Cloud supports no-code UI personalization using Sandbox and Structure tools. Known as Form Personalization, this method safely customizes navigational tiles, labels, and task names—without altering core application or upgrades. You can preview all changes in a sandbox locally before publishing them application wide.

 

📌 Common Use Cases

• Personalization & UI Tweaks: Change menus, tile labels, panels, and visibility of components while testing safely in sandbox.
• Testing New Functionality: Activate or disable Dynamic Flexfields, personalization, customized roles, and dashboards like Infolets or theme changes.
• Security Extensions: Build and test new CRM or custom business objects and configure data security before deploying.

 

 

✅ Use Case: Renaming a Tile and Task in Purchasing Screen in Fusion Application

 

Change	From	To
Tile	Negotiations	Negotiations / Solicitations
Task name	Create Negotiation	Create Negotiation / Solicitations

 

This change reflects corporate terminology, improves clarity for end‑users, and retains upgrade compatibility.

 

 

 

 

 

 

Before Change :	After Sandbox Changes

 

 

 

 

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🔧 Step-by-Step Implementation

1. Create and Activate a Sandbox

• Navigate to Fusion Application → Navigator → Configuration → Sandboxes.
• Click Create Sandbox, assign a meaningful name and description.
• Select Structure as the personalization tool and activate it.

 

 

 

 

 

2. Launch the Structure Editor

• In the active sandbox, open Structure to view the UI component hierarchy.

 

• Navigate to Procurement → Negotiations.

                  

3. Rename at Page and Panel Levels

• Edit the Name property at the page level to "Negotiations / Solicitations".

                                   

• Under Panel Tabs or tasks, locate "Create Negotiation", update to "Create Negotiation / Solicitations".

 

4. Save, Preview, Publish

• Save and close the editor.
• Preview changes using sandbox’s preview mode to ensure accurate display.
• Publish the sandbox when confirmed, and have users sign out/sign in to refresh the UI.

                             

🧩 Best Practices & Tips

• Always create a separate test-only sandbox before moving to an integration/publish sandbox.
• After activating, log out/log in to prevent customization cache issues.
• Avoid publishing outdated sandbox before an Oracle patch or upgrade—stale sandboxes may conflict.
• Use labels for rollback or version control.
• Limit simultaneous multi-user editing in one sandbox—manage changes to reduce conflicts.

✅ Summary

Oracle Fusion’s sandbox framework is a powerful tool with wide range of capabilities to create secure, isolated environment to customize UI, security, and Oracle flexfield functionality—without impacting live fusion application. With support for versioning, rollback and conflict detection sandboxes streamline change management and ensure safe deployment to Production.