Setting up a Global Segment for a Descriptive Flexfield (DFF) in Oracle Fusion involves configuring a flexfield to capture additional information specific to your organization’s requirements. The Global Segment is available across all contexts and can be used globally throughout the organization. Below is a step-by-step guide on how to set up a Global Segment for a Descriptive Flexfield in Oracle Fusion:
Steps to Set Up a Global Segment for a Descriptive Flexfield (DFF):
1. Log in to Oracle Fusion:
- Use your credentials to log into Oracle Fusion Applications.
2. Navigate to Setup and Maintenance:
- In the Navigator, go to the Setup and Maintenance menu.
- Under the Tools section, click on Setup and Maintenance.
3. Search for the Descriptive Flexfield:
- In the Setup and Maintenance screen, in the search bar, type Manage Descriptive Flexfields.
- Select the Manage Descriptive Flexfields task from the list.
4. Select the Flexfield to Configure:
- In the Manage Descriptive Flexfields screen, you’ll see a list of all available DFFs.
- Search for the specific Flexfield Code related to the business entity you want to customize (e.g., Employee, Supplier, or Customer).
- Once located, click the Edit button (pencil icon) to modify the DFF.
5. Create a Global Segment:
- In the Flexfield definition screen, scroll down to the Segments section.
- Click Create to define a new Global Segment.
6. Configure the Global Segment:
- Provide the following details:
- Segment Name: Provide a meaningful name for the segment (e.g., “Additional Details”).
- Code: Assign a unique code to identify the segment.
- Display Name: Enter the display label for the segment (this will be visible to users in the application).
- Description: Optionally, provide a description for future reference.
7. Data Type and Length:
- Choose the Data Type for the segment (e.g., Text, Number, Date, etc.).
- Specify the Maximum Length for text fields or numeric precision for number fields.
8. Display and Required Settings:
- Define the Display Type (Text Box, Drop-down List, etc.).
- Check the box if the field is Required (this will make it mandatory for users to fill in this segment).
- Optionally, define Default Values if needed.
9. Validation (Optional):
- If required, set up Value Sets to restrict the type of values users can enter (for example, a predefined list of options).
- Click Add Validation and select a pre-existing Value Set, or create a new one as per your business needs.
10. Save and Deploy the Flexfield:
- After entering all the necessary information, click Save.
- Click Back to return to the main Descriptive Flexfield page.
11. Deploy the Flexfield:
- Once the new global segment is defined, you need to deploy the flexfield.
- Click the Deploy Flexfield button to make the new global segment available for use.
- This process may take a few minutes, as it recompiles the flexfield changes.
12. Test the Global Segment:
- Navigate to the relevant business area (such as Employee, Customer, or Supplier) where the DFF is used.
- Verify that the new global segment is displayed and behaves as expected.
- Ensure that data can be entered into the new field and is saved correctly.
13. Final Review and Adjustments:
- If the segment is not working as intended, revisit the configuration and make the necessary adjustments.
- You can update the display format, make it optional or mandatory, or change the default values if needed.
Additional Considerations:
- Security Settings: Ensure that the global segment is visible to users with the appropriate security roles.
- Context Sensitivity: A global segment applies to all contexts, but if you need a segment that applies only to specific business scenarios, consider creating a Context-Sensitive Segment instead.
- Performance Impact: Keep in mind that deploying flexfields could temporarily affect system performance, so plan to deploy during off-peak hours if possible.
By following these steps, you can successfully create a Global Segment in a Descriptive Flexfield (DFF) in Oracle Fusion to capture additional information and extend the functionality of the application to meet specific business needs.
Setting Up Global Segment For Description Flex Field