Cannot Add New Attachment Category in Quality Workbench (Doc ID 836938.1)

Last updated on OCTOBER 07, 2016

Applies to:

Oracle Quality - Version 11.5.10.0 to 11.5.10.2 [Release 11.5]
Information in this document applies to any platform.

Symptoms

After adding an attachment category for Quality, the new category shows up in the
Quality Forms but not in the Workbench.

Steps To Reproduce:
Added the Category ‘Work Performed’ for Quality in Application Developer:
Application Developer>Attachments>Document Category
Selected ‘Document Categories’ and Opened
Queried up category=‘Work Performed’, default datatype=Short Text
And clicked on ‘Assignments’
Added names - ‘Enter Quality Results’
‘Update Quality Results’
 ‘View Quality Results’

Navigate to the Quality Responsibility:
Quality>Results>Entry>Update Quality Results
Select a Collection plan:
Click on the Quality Attachment Icon:
Click on the Category and ‘Work Performed’ is in the drop down list:
This is works in the Forms but not in the Workbench.

Now navigate to the Quality Workbench:
Bring up the same Collection Plan:
Tried to add an attachment and the only category that is available is ‘Miscellaneous’.
‘Work Performed’ does not display.

The values that were added (Enter Quality Results’,‘Update Quality Results’,‘View Quality Results’) are only for forms as these functions are not related to the Workbench pages. Adding these values will not enable the category in the OA framework pages.
In SSA pages you can use personalization to add categories:
Example:
Maintenance Super User > Work Order tab > Select a Work order >
click on Personalize Page > expand all > scroll down to Attachment Link: 'Work Order Attachments' > 'Category Mappings' and add a category here.

BUT in Quality Page attachments cannot be personalized by using "Personalize Page" link at the top of the page. However, you may try this:
1. Navigate to Quality Workbench > Collection Results
2. Select an Organization and Plan.
3. Click on Add Data.
4. In the Enter results page, at the bottom you would find the Attachments region. Just above that is the "Personalize Attachments" link.
5. Click on the link. This should allow you to add categories in the same way you have done for EAM Work Order page.

If you do not have the 'Personalize Attachment' link in the page it is because when you enable the personalization at the page level (Personalize Self-service Defn = Yes) it would let you personalize all the static data in that page.
Quality Entry regions are dynamically generated for each plan, hence you would not be able to see the personalization links for these regions. The attachment region is also part of the dynamically generated Plan region.
To see the personalize links for each individual region in the page, you would have to set the following profiles:

FND: Personalization Region Link Enabled = Yes (at user level)
Personalize Self-service Defn = Yes (at user level)
Disable Self-service Personal = No (at site level)

Setting these above profiles would allow you to select the "Personalize Attachments Region" link.
Please note that each collection plan has it's own region and hence, the personalizations would be unique too. So, for each plan the personalization would have to be done separately.

When trying to personalize attachments to create Category Mapping, the following  error may occur:

oracle.apps.fnd.framework.OAException:
oracle.adf.mds.exception.MDSRuntimeException: Insert statement within the customization document contains invalid grouping tag "categoryMappings" at oracle.apps.fnd.framework.OAException.wrapperException(OAException.java:891)
...........................................................................
## Detail 0 ##
oracle.adf.mds.exception.MDSRuntimeException: Insert statement within the customization document
contains invalid grouping tag "categoryMappings"
............................................................................

Cause

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