11g Release 5 (11.1.5)
Part Number E20388-04
Contents
Contact
Us
|
Oracle® Fusion
Applications CRM Extensibility Guide 11g Release 5 (11.1.5) Part Number E20388-04 |
Contents |
Contact Us |
 Previous |
 Next |
This chapter contains the following:
Customizing Oracle Fusion CRM Pages Using Oracle Composer: Explained
Customizing Partner Management Pages Using Oracle Composer: Explained
FAQs for Customizing Oracle Fusion CRM Applications
You can customize most pages in Oracle Fusion CRM using Oracle Composer. To access Oracle Composer, navigate to one of the pages available for customization and select to customize the page from the Administration menu in the global area.
When you select to customize a page from the Administration menu in the global area, you launch Oracle Composer.
The customizations that you make are applied based on your layer selection:
Site
Your customizations are visible to all users.
Job Role
Your customizations are visible to users who have the selected job role.
External or Internal
Depending on your selection, your customizations are visible to either external or internal users. External users could be your partners or anonymous users. Internal users could be your employees.
Note
Users can customize their own dashboard pages by selecting Edit Current Page from the Personalization menu. Such customizations are visible only to the user who made the change.
Oracle Composer uses two different modes of Design View. The first mode, Design View: Standard mode, is selected by default in all CRM pages when opening a page with Oracle Composer with the Design tab selected. The second mode, Design View: Direct Selection mode, is activated when you click the Select tab for the UI page you want to customize.
With the Design View: Direct Selection mode, you can select and edit UI components such as form fields and table columns. In Direct Selection mode, selectable UI components become apparent when you move your cursor over the UI component. Selectable UI components are highlighted and can be edited. In CRM, Direct Selection mode is available when you customize pages, but not when you personalize a dashboard page.
Examples of UI components exposed in Design View: Direct Selection mode are:
Fields (for example an input text field)
Show component (boolean attribute)
Read only (boolean attribute)
Required (boolean attribute)
Label
UI container (for example, form container)
Show or hide child components (for example, fields in the form)
Reorder child components (for example, reorder fields in a form)
UI components can be protected from update to preserve the product business logic (for example, a field is read only or not based on a security privilege already defined in the application). If protected from update, the UI components are grayed out and cannot be changed.
This table describes how you can use each mode of Oracle Composer to customize dashboard pages and other select pages*.
|
Customization Tasks |
Design View - Standard mode |
Design View - Direct Selection mode |
|---|---|---|
|
Add content (Business Intelligence reports, CRM portlets such as Calendar) |
Yes |
No |
|
Delete region |
Yes |
No |
|
Move region |
Yes |
No |
|
Change page layout (for example, change a two column layout to three column layout) |
Yes |
No |
*Examples of such pages are: Partner Public Profile page, Partner Landing page, Partner Registration page, Opportunity Overview, Customer Snapshot node, and Overview Analysis tab.
This table describes how you can use each mode of Oracle Composer to customize transactional pages (all other non-dashboard pages).
|
Customization Tasks |
Design View - Standard mode |
Design View - Direct Selection mode |
|---|---|---|
|
Default region state (open or close) |
Yes |
No |
|
Manage saved searches (create and edit) |
Yes |
No |
|
Hide or show field |
No |
Yes |
|
Change field label |
No |
Yes |
|
Make field required or not |
No |
Yes |
|
Make field read-only or updateable |
No |
Yes |
|
Reorder fields in a form |
No |
Yes |
|
Reorder table columns |
Yes |
Yes |
|
Hide or show table columns |
Yes (end users can optionally display columns at runtime) |
Yes (end users cannot display columns at runtime) |
|
Set table column width with the mouse |
Yes |
No |
|
Set table column width and minimum width in percent or pixels |
No |
Yes |
|
Make column sortable or not |
No |
Yes |
The following are examples of job roles that must be assigned to you before you can make customizations using Oracle Composer:
|
Application |
Duty Role |
Job Role |
|---|---|---|
|
CDH |
Master Data Management Application Administrator |
Master Data Management Application Administrator |
|
Sales Catalog |
Sales Catalog Administrator Duty |
Sales Catalog Administrator |
|
Sales |
Sales Administrator Duty |
Sales Administrator |
|
Marketing |
Marketing Operations Manager Duty |
Marketing Operations Manager |
|
PRM |
Channel Administrator Duty |
Channel Administrator |
|
PRM |
Channel Partner Portal Administrator Duty |
Channel Partner Portal Administrator |
Contact your security administrator for details.
In Oracle Fusion Partner Management, you can customize a variety of pages using Oracle Composer. To access Oracle Composer, navigate to one of the Partner Management pages that is enabled for customization, and select to customize that page from the Administration menu or Personalization menu in the global area. To customize the Partner Portal user interface (UI) shell, however, the Channel Partner Portal Administrator must use the customization links available in the Tasks pane on the Channel dashboard.
When you select to customize a page from the Administration menu in the global area, or from the Channel dashboard for certain pages, you launch Oracle Composer.
The customizations that you make are applied based on your layer selection:
Site
Your customizations are visible to all users.
Job Role
Your customizations are visible to users who have the selected job role.
External or Internal
Depending on your selection, your customizations are visible to either external or internal users. External users could be your partners or anonymous users. Internal users could be your employees.
Note
Users can customize their own dashboard pages by selecting Edit Current Page from the Personalization menu. Such customizations are visible only to the user who made the change.
Oracle Composer uses two different modes of Design View. The first mode, Design View: Standard mode, is selected by default in all CRM pages when opening a page with Oracle Composer with the Design button selected. The second mode, Design View: Direct Selection mode, is activated when you click the Select tab for the UI page you want to customize.
With the Design View: Direct Selection mode, you can select and edit UI components such as form fields and table columns. In Direct Selection mode, selectable UI components become apparent when you move your cursor over the UI component. Selectable UI components are highlighted and can be edited. In CRM, Direct Selection mode is available when you customize pages, but not when you personalize a dashboard page.
Note
Source View is also available to administrators with the Channel Partner Portal Administrator job role. Administrators use this view to make changes to the Partner Portal UI shell.
This table lists the types of customizations that are available for Partner Management dashboard pages and other select pages. You perform all customizations in Design View.
|
Oracle Fusion Partner Management Page |
Customization Task |
|---|---|
|
Add new content from the Resource Catalog. |
|
Delete a region from the dashboard. Note You can later add the region back to the dashboard using the Resource Catalog. |
|
Change the page layout (for example, change from a two column layout to a three column layout). |
|
Move regions on a page:
|
A user assigned the Channel Partner Portal Administrator job role can execute this customization task. After logging in, the administrator user can customize the UI shell by clicking the Update partner portal UI shell link in the regional task list. This customization task uses a specific Oracle Composer mode called Source View. For more information on Source View, please refer to Oracle Fusion Middleware User's Guide for Oracle WebCenter Spaces.
Since you are customizing the partner portal UI shell for partner users and anonymous users, you make changes at the Internal or External level (using only External).
You can change:
UI shell header (for example, add new content, hide or show global hyperlinks, and hide, show, or add menu items)
UI shell footer (for example, add links)
Branding logo
Branding text
Menu display: use either the Fusion navigator or a tabbed style menu
For example, to switch from the Fusion navigator to a tabbed style menu:
In Oracle Composer, select the Navigator component on the UI, which highlights the corresponding element in Source View.
Hide the commandLink: Navigator element by deselecting the Show Component property.
Show the panelGroupLayout: horizontal element by selecting the Show Component property.
To customize the Partner Portal UI shell, your assigned job role must also include the Partner Portal Customize Links Duty duty role. This duty role is assigned to the Channel Partner Portal Administrator job role by default. To customize the Channel or Partner dashboard, you must have the Channel Administrator job role.
Oracle Composer is an Oracle Fusion tool you can use to modify Oracle Fusion user interface (UI) pages and components for all products designated for use with Oracle Composer. Oracle Composer uses two different modes of Design View. The first mode, Design View: Standard mode, is selected by default in all CRM pages when opening a page with Oracle Composer with the Design button selected. The second mode, Design View: Direct Selection mode, is activated when you click the Select tab for the UI page you want to customize. In CRM, Direct Selection mode is available when you customize pages, but not when you personalize a dashboard page. With the Design View: Direct Selection mode, you can select and edit UI elements such as form fields and table columns. In Direct Selection mode, selectable UI components become apparent when you move your cursor over the UI component. Selectable UI components are highlighted and can be edited.
This table describes how you can use each mode of Oracle Composer to customize dashboard pages and other select pages (such as the Partner Public Profile page, Partner Landing page, Partner Registration, Customer Snapshot, and Customer Overview - Analysis tab), and customize transactional pages (all other non-dashboard pages):
|
Use Cases |
Design View - Standard mode |
Design View - Direct Selection mode |
Page Type |
|---|---|---|---|
|
Add content (Business Intelligence reports, CRM portlets such as Calendar) |
Yes |
No |
Dashboard and other select pages |
|
Delete region |
Yes |
No |
Dashboard and other select pages |
|
Move region |
Yes |
No |
Dashboard and other select pages |
|
Change page layout (for example, change a two column layout to three column layout) |
Yes |
No |
Dashboard and other select pages |
|
Default region state (open or close) |
Yes |
No |
Transactional pages (all non-dashboard pages) |
|
Manage save queries (create and edit) |
Yes |
No |
Transactional pages (all non-dashboard pages) |
|
Hide or show field |
No |
Yes |
Transactional pages (all non-dashboard pages) |
|
Change field label |
No |
Yes |
Transactional pages (all non-dashboard pages) |
|
Make field required or not |
No |
Yes |
Transactional pages (all non-dashboard pages) |
|
Make field read-only or updateable |
No |
Yes |
Transactional pages (all non-dashboard pages) |
|
Reorder fields in a Form |
No |
Yes |
Transactional pages (all non-dashboard pages) |
|
Reorder table columns |
Yes |
Yes |
Transactional pages (all non-dashboard pages) |
|
Hide or show table columns |
Yes |
Yes |
Transactional pages (all non-dashboard pages) |
|
Set table column width with the mouse |
Yes |
No |
Transactional pages (all non-dashboard pages) |
|
Set table column width and min width in percent or pixels |
No |
Yes |
Transactional pages (all non-dashboard pages) |
|
Make column sortable or not |
No |
Yes |
Transactional pages (all non-dashboard pages) |
The Oracle Fusion CRM Application Composer also lets you make UI changes at runtime. However, the types of UI changes that you can make using the Application Composer are quite different. Specifically, your primary focus when using the Application Composer is to make actual object model changes. For example, you can create a new business object and related fields, and then create new application pages where that object and its fields are exposed to users. The ability to make these types of object model extensions is available only in Oracle Fusion CRM applications. Also, using the Application Composer, you cannot access the Resource Catalog to add new content to a page. With Application Composer, administrators can make customizations at the site level only.
This table describes some of the primary differences between Oracle Composer and the Application Composer:
|
Customization Task |
Available in Oracle Composer (site, job role, external or internal level)? |
Available in Oracle Fusion CRM Application Composer (site level only)? |
|---|---|---|
|
Make object model extensions and expose your customizations by creating or modifying work area pages |
No |
Yes |
|
Reorder subtabs |
No |
Yes |
|
Customize dashboard pages |
Yes |
No |
|
Add content from the Resource Catalog |
Yes |
No |
|
Simple field customizations (show, hide, make read only, make required) |
Yes (WYSIWYG - what you see is what you get) |
Yes (non-WYSIWYG) |
|
Select the MDS layer where you want to author customizations, such as at the site layer or job role layer |
Yes |
No |
|
View results of customizations immediately |
Yes, in the Oracle Composer design interface |
Yes, in the CRM application that you are customizing |
|
Previous |
Next |
 Copyright © 2011-2012, Oracle and/or its affiliates. All rights reserved. Legal Notices |
Contents |
Contact Us |