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Oracle® Fusion Applications CRM Extensibility Guide
11g Release 7 (11.1.7)
Part Number E20388-06
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5 Application Composer: Extending Simplified Pages

This chapter contains the following:

Extending Simplified Pages : Overview

Oracle Fusion CRM Simplified Pages: Explained

Extending Simplified Pages for Contacts : Explained

Extending Simplified Pages for Customers : Explained

Extending Simplified Pages for Leads : Explained

Extending Simplified Pages for Opportunities : Explained

Extending Simplified Pages for Leads using Oracle Fusion CRM Application Composer : Worked Example

Extending Simplified Pages for Opportunities Using Oracle Fusion CRM Application Composer : Worked Example

Extending Simplified Pages for Opportunities using Page Composer : Worked Example

Extending Simplified Pages : Overview

Read this chapter to learn about the set of simplified pages that are available with Oracle Fusion CRM. Certain standard objects offer a set of simplified pages, some of which you can customize using Oracle Fusion CRM Application Composer. In this chapter, you will learn about:

Tip

You can also modify simplified pages using Page Composer. Refer to the Page Composer chapter in this guide to learn more.

To customize simplified pages using Application Composer, select a standard object that offers a set of simplified pages, such as Opportunity, then select the Pages node. Select the Simplified Pages tab to access that object's configuration pages, where you can customize the simplified page regions that are extensible.

Oracle Fusion CRM Simplified Pages: Explained

Oracle Fusion CRM provides an alternative set of simplified user interfaces for some select standard objects, such as opportunities and leads. These simplified pages are ideal for busy salespeople who want a very streamlined and fast-loading experience when accessing core salesforce automation tasks using their laptops or tablets. For example, with a minimum of mouse clicks or finger strokes, simplified page users can quickly set up appointments and tasks, and create, view, and edit contacts, accounts/customers, opportunities, and leads. Just as with standard desktop pages, you can customize these simplified pages using the Oracle Fusion CRM Application Composer and also Page Composer. For example, you can show or hide fields, rearrange fields, and add custom fields to simplified pages.

Note

Use of the simplified pages is optional. Sales administrators or other power users who require the full set of application features can continue to use the standard set of Oracle Fusion CRM desktop pages.

In this topic, you will learn which pages are extensible, what you can do, and how to customize simplified pages using Application Composer.

What is Extensible?

Certain standard objects offer a set of simplified pages, some of which you can customize.

This table lists the objects that have a set of simplified pages, and which pages are extensible using Application Composer and Page Composer.


Object

Available Simplified Pages

Extensible?

Opportunity

Opportunity work area

Opportunity Contact subtab

Opportunity Team subtab

Yes

Lead

Lead work area

Lead Contact subtab

Lead Team subtab

Yes

Customer and Consumer

Customer work area

Consumer work area

Yes

Contact

Contact work area

Yes

Tasks

Tasks page

No

Interactions

Interactions page

Yes

Appointments

Appointments page

No

Notes

Notes page

The Create Note and Update Note pages are extensible.

The Notes overview page is not extensible.

What Can You Do?

Use either Application Composer or Page Composer to customize a set of simplified pages, if they are extensible.

Note

With simplified pages, the ability to add new subtabs and the ability to customize the search region is not available.

Simplified pages are available only for a select group of standard Oracle Fusion CRM objects; you cannot create a set of simplified pages for custom objects.

Use Application Composer to:

Use Page Composer to:

Customizing Simplified Pages Using Application Composer

To customize simplified pages using Application Composer:

  1. Select an application on the main Overview page.

  2. In the object tree, select a standard object that offers a set of simplified pages, such as Opportunity.

  3. Select the Pages node.

    This is a screenshot of the object tree in the Oracle
Fusion CRM Application Composer, with the Pages node selected for
an object.

  4. Select the Simplified Pages tab.

  5. Use the links on the tab to navigate to the object's configuration pages, where you can customize the simplified pages that are available for the selected object.

    For example, show or hide fields, rearrange fields, and add custom fields.

    Tip

    Changes that you make to a simplified page are not automatically replicated on the object's corresponding desktop page.

Tip

You can also modify simplified pages using Page Composer. Refer to the Page Composer chapter in this guide to learn more.

Extending Simplified Pages for Contacts : Explained

Using Oracle Fusion CRM Application Composer, you can change many items that appear on the simplified set of pages that are available for contacts.

The pages that are available for extensibility using Application Composer are listed below, and are described in this topic.

Note

Use the Trading Community Person Profile object in Application Composer, available with the Common application, to extend the simplified set of pages that are available for contacts.

Note that these pages are not extensible:

Create Contact Page

You can extend the following items on the Create Contact page:

This is a screenshot of the Create Contact page

Note that you cannot add custom buttons and actions to this page.

Contact Detail Page (Profile Page)

You can extend the following items on the Contact detail page (Profile page):

This is a screenshot of the Contact Detail
page (Profile page).

Note that you cannot make changes to these components on the page:

You cannot create new subtabs.

Extending Simplified Pages for Customers : Explained

Using Oracle Fusion CRM Application Composer, you can change many items that appear on the simplified set of pages that are available for customers.

The pages that are available for extensibility using Application Composer are listed below, and are described in this topic.

Note

To extend the simplified set of pages that are available for customers, use the Trading Community Person Profile and Trading Community Organization Profile objects in Application Composer, available with the Common application. You will also use the Sales Account object, which is available with the Customer Center application.

Note that these pages are not extensible:

Customers Overview Table

You can extend the following items in the Customers overview table:

This image shows the screenshot of the Customers
overview page

Note that you cannot make changes to these components on the page:

Create Customer Page

You can extend the following items on the Create Customer page:

This is a screenshot of the Create Customer page

Note that you cannot add custom buttons and actions to this page.

Edit Customer Page (Profile Page)

These regions on the Edit Customer page (Profile page) are extensible:

You can extend the following items on the Edit Customer page (Profile page):

This is a screenshot of the Edit Customer page

Note that you cannot make changes to these components on the page:

Create Consumer Page

You can extend the following items on the Create Consumer page:

This is a screenshot of the Create Consumer page

Note that you cannot add custom buttons and actions to this page.

Edit Consumer Page (Profile Page)

These regions on the Edit Consumer page (Profile page) are extensible:

You can extend the following items on the Edit Consumer page (Profile page):

Note that you cannot make changes to these components on the page:

You cannot create new subtabs.

Extending Simplified Pages for Leads : Explained

Using Oracle Fusion CRM Application Composer, you can change many items that appear on the simplified set of pages that are available for leads.

The pages that are available for extensibility using Application Composer are listed below, and are described in this topic.

Note

Use the Sales Lead Version 2 object in Application Composer, available with the Marketing application, to extend the simplified set of pages that are available for leads.

Leads Overview Table

You can extend the following items in the Leads overview table:

This is a snapshot of the Leads Summary page

Note that you cannot make changes to these components on the page:

Create Lead Page

You can extend the following items on the Create Lead page:

This is a snapshot of the Create Lead page

Note that you cannot add custom buttons and actions to this page.

Edit Lead Page (Summary Page)

These regions on the Edit Lead page (Summary page) are extensible:

This is a snapshot of the Edit Lead page

You can extend the following items on the Edit Lead page (Summary page):

Note that you cannot make changes to these components on the page:

You cannot create new subtabs.

Extending Simplified Pages for Opportunities : Explained

Using Oracle Fusion CRM Application Composer, you can change many items that appear on the simplified set of pages that are available for opportunities.

The pages that are available for extensibility using Application Composer are listed below, and are described in this topic.

Opportunity Overview Table

You can extend the following items in the Opportunity overview table:

This figure shows the Opportunities overview page.

Opportunities overview page

Note that you cannot make changes to these components on the page:

Create Opportunity Page

You can extend the following items on the Create Opportunity page:

Note that you cannot add custom buttons and actions to this page.

Edit Opportunity Page

These regions on the Edit Opportunity page are extensible:

This figure shows the Edit Opportunity page.

Edit Opportunity page

You can extend the following items on the Edit Opportunity page:

Note that you cannot make changes to these components on the page:

Extending Simplified Pages for Leads using Oracle Fusion CRM Application Composer : Worked Example

You can extend simplified pages using Oracle Fusion CRM Application Composer. You must make your changes in a sandbox, so you can test them first.

This example demonstrates how you can extend the lead object by:

Create the Strategic Deal Check Box and Add the Groovy Script Validation Check

Follow these steps to create the Strategic Deal check box and add the validation check:

  1. Navigate to Application Composer and select Marketing from the Application list. Select Lead from the Objects panel.

    This figure shows the Sales Lead Overview page in Application Composer.

    Sales Lead Overview page

  2. Under the Lead object, select the Fields link.

    This figure shows the Sales Lead Overview page with the Fields object selected for a Lead.

    Sales Lead Overview page with the Fields object
selected for a Lead.

  3. Click the New button and, in the Select Field Type window, select Checkbox.

    This figure shows the Select Field Type window with the Checkbox option selected.

    Select Field Type window, with check box selected.

  4. In the Create Checkbox Field page, enter "Strategic Deal" as the Display Name. Leave the rest of the fields with their default values.

    This figure shows the Create Checkbox Field page.

    Create Checkbox Field page

  5. Click Save and Close.
  6. Now augment this check box with a Groovy script. When the user attempts to save a record with the check box selected, then the script checks if the deal size is greater than 1000. If the deal size is less than 1000, then the script displays an error and the lead is not saved.

    Here is the Groovy logic that you can use:

    def retVal
    if (StrategicDeal_c == 'Y')
    {
     if (DealAmount >= 1000)
     {
       retVal = true
     }
     else 
     {
       retVal = false
     }   
    }
    
    if (StrategicDeal_c
     == null || StrategicDeal_c
     == 'N')
    {
     retVal = true
    }
       return(retVal)
    
  7. In the Objects panel, select Server Scripts under the Sales Lead object.

    This figure shows the Server Scripts object selected for a lead.

    Server Scripts object selected for a lead.

  8. In the Server Scripts Lead page, select the Validation Rules tab and click the New button to create a new object rule.

    This figure shows the Validation Rules tab in the Server Scripts Lead page.

    Validation Rules tab in the Server Scripts Lead
page

  9. In the Create Object Validation Rule page, enter the rule name as "Eval" and enter a simple error message in the Error Message text region.

    This figure shows the Create Object Validation Rule page.

    Create Object Validation Rule page

  10. Cut and paste the script that you have written to validate the condition.
  11. Now you need to add this field to the simplified pages. In Application Composer, select the Pages link under the Sales Lead object and then select the Simplified Pages tab.

    This figure shows the Simplified Pages tab.

    Simplified Pages tab

  12. In the Details Page, click Edit Lead.
  13. In the Edit Details Page Summary Form, select the Strategic Deal field in the Available Fields list and double click on this field to move it to the Selected Fields list.

    This figure shows the Edit Details Page Summary Form page.

    Edit Details Page Summary Form page

  14. Save and close Application Composer.
  15. Sign into the application again and drill into a lead.
  16. Check if the Strategic Deal check box appears.

    This figure shows the Edit Lead Summary page with the Strategic Deal check box selected.

    Edit Lead Summary page with the Strategic Deal
check box selected.

  17. Enter a value less than 1000 in theDeal Size field.
  18. Select the Strategic Deal check box and click Save and Close..
  19. You should receive the error message that you entered in Step 9 because the deal size violates the validation rule.
  20. Reenter a value greater than 1000 in the Deal Size field and save.

    You have successfully extended a simplified page and added Groovy logic.

Extending Simplified Pages for Opportunities Using Oracle Fusion CRM Application Composer : Worked Example

This example demonstrates how you can customize simplified pages for Opportunities using Oracle Fusion CRM Application Composer:

Extending Simplified Pages for Opportunities Using the Application Composer

  1. Select the Sales application on the main Overview page.
  2. In the object tree, select a standard object that includes a set of simplified pages, such as Opportunity.

    This figure shows the Objects tree with the Opportunity object selected.

    Objects tree with the Opportunity object selected

  3. Select the Pages node.
  4. Select the Simplified Pages tab.
  5. Use the links on the tab to navigate to the object's configuration pages, where you can customize the simplified pages that are available for the selected object. You can show or hide fields, rearrange fields, and add custom fields.

    This figure shows the simplified page for Opportunities

    Simplified page for Opportunities

  6. For example, if you want to add the field 'Budget Amount' to the Create Opportunity page, click the Edit Creation Page link in the Simplified Pages tab.
  7. In the Available Fields list on the Configure Creation page, select Budget Amount.

    This figure shows the Configure Creation page.

    Edit Creation page

  8. Click the First arrow button to move the Budget Amount to the Selected Fields list.

    Note

    Changes that you make to a simplified page are not automatically replicated on the object's corresponding desktop page.

  9. Click Save and Close.

Extending Simplified Pages for Opportunities using Page Composer : Worked Example

In Oracle Fusion CRM, Page Composer is intended for simple user interface editing functions, such as showing and hiding regions, fields, and tables, changing the order of regions, or changing a dashboard page layout. You can also use it for adding or removing predefined content from the Resource Library. All changes are done and stored in the UI layer.

You can extend simplified pages using Page Composer. Perform the changes in sandbox to test it first.

This example demonstrates how you can hide the Include in Forecast field for a sales representative in the Opportunities page and leave it available for the rest of the roles.

Extending Simplified Pages for Opportunities Using Page Composer

The steps to hide the Include in Forecast field for a sales representative are:

  1. Within a sandbox, sign in as a Sales Administrator in the Oracle Fusion Sales Application to perform your configuration.
  2. Click the role choice list and select Customize Pages. In this example, click Matt Hooper and select Customize Pages.

    This figure shows the Simplified Page for the Opportunity page with the Customize User Interface option selected.

    Simplified Page for Opportunity with Customize
User Interface option selected

  3. In the Customize Fusion Application Pages, select the layer that you want to edit.

    You can customize three layers:

  4. Click Job Role and select Sales Representative.

    This figure shows the Customize User Interface window.

    Customize User Interface window

  5. After you invoke the Page Composer in a particular layer (in this case, the Job Role layer) two buttons are displayed.

    The two buttons are:

    This figure shows the Page Composer view in the Job Role layer.

    Page Composer view in the Job Role layer

  6. Drill into an opportunity and click Select.
  7. In the Edit Opportunity page that appears, select the Include in Forecast field that you want to hide.

    This figure shows the Edit Opportunity page.

    Edit Opportunity page

  8. After you select the field, two options appear: Edit Component and Edit Parent Component.
  9. Select Edit Component.
  10. In the Component Properties window, notice that the Show Component check box is selected, which means that this field will be visible in the Opportunity page.

    This figure shows the Component Properties window.

    Component Properties window

  11. Deselect Show Component to hide this field in the Opportunity page. Click Apply and click OK.
  12. Notice that the field no longer appears in the Edit Opportunities page. Click Close to close Page Composer.
  13. Note that in the Edit Opportunity Page, the field is still present because you are in a sales administrator role.
  14. Sign out of the application and sign in as a sales representative.
  15. On the Opportunity landing page, drill into an opportunity. In the Edit Opportunity page, notice that the Include in Forecast field is hidden or not visible.

    This figure shows the Edit Opportunity page for the sales representative role.

    Edit Opportunity page for the sales representative
role