Oracle® Fusion
Applications Sales Implementation Guide 11g Release 1 (11.1.3) Part Number E20373-03 |
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This chapter contains the following:
Managing Job Definitions: Highlights
Managing List of Values Sources: Highlights
Customizing Sales Pages Using Oracle Composer: Explained
Customizing Customer Center Pages Using Oracle Composer: Explained
Customizing Partner Management Pages Using Oracle Composer: Explained
FAQs for Customization and Sandboxes
Oracle Enterprise Scheduler jobs are run in Oracle Fusion Applications to process data and, in some cases, to provide report output. A job definition contains the metadata that determines what the job does and what options are available to users who run the job. You can create and maintain job definitions for use in Oracle Fusion Applications.
Managing job definitions is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including job definitions, from Oracle Enterprise Manager Fusion Applications Control. You can also access job definitions by starting in the Setup and Maintenance Overview page and searching for the Enterprise Scheduler job tasks for your applications.
Each Enterprise Scheduler job definition task uses one Java EE application, which is referenced in the task name. You must use the right task because, to access the product job definition that you want to view or work on, the view objects must be contained in the application. If you do not select the right task, then the job definition will not be displayed properly or function correctly. The application name is usually the same as the product that the job definition belongs to, but not always.
A list of values source for Oracle Enterprise Scheduler job definitions determines where a list of values comes from and what the specific values are. These lists of values are used in parameters and user properties of job definitions. For example, you can use a source of country values for a Country job parameter.
Managing list of values sources is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including list of values sources, from Oracle Enterprise Manager Fusion Applications Control. You can also access list of values sources by starting in the Setup and Maintenance Overview page and searching for Enterprise Scheduler job tasks.
You can customize dashboards and some work areas, where available, for all or some users based on a selected customization layer, for example only for users in a specific country or with a specific job role. When you select to customize a page from the Administration menu in the global area, you invoke Oracle Composer, which enables the customization. The Administration menu is only available if you have appropriate roles.
From the same menu, you can also access the Customization Manager, which displays a list of components in the current page and details about the layers in which each component is customized. You can also access sandboxes from the Administration menu, to make customizations to a runtime use session before deploying your changes to the mainline.
Customizing pages using Oracle Composer, the Customization Manager, and sandboxes are described in the Oracle Fusion Applications Extensibility Guide.
In Oracle Fusion Sales, you can customize the Sales dashboard, as well as transactional pages, using Oracle Composer. To access Oracle Composer, navigate to the Sales dashboard or other application page, and select to customize that page from the Administration menu or Personalization menu in the global area. You can also access Oracle Composer by selecting Customization Manager from the Administration menu.
When you select to customize a page from the Administration menu in the global area, you launch Oracle Composer.
The customizations that you make to application pages in Oracle Fusion Sales are applied based on your layer selection:
Site
Your customizations are visible to all users.
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.
Job Role
Your customizations are visible to users who have the selected job role.
If a user has more than one job role, then the sequence in which customizations are applied is alphabetically ordered by job role name.
Note
Users can customize their own application pages by selecting Edit Current Page from the Personalization menu. Such customizations are visible only to the user who made the change.
Oracle Composer provides two views for working with page content: Design View and Source View. In general, applications within Oracle Fusion CRM leverage only Design View, which provides a WYSIWYG rendering of the page and its content. With Design View, controls are directly selectable on each component.
This table lists the types of customizations available for Oracle Fusion Sales.
Oracle Fusion Sales Page |
Customization Task |
---|---|
Sales dashboard |
Add new content to the dashboard from the Resource Catalog. |
Sales dashboard |
Delete a region from the dashboard. Note You can later add the region back to the dashboard using the Resource Catalog. |
Sales dashboard |
Change the page layout. |
Sales dashboard |
Show and hide regions on a page:
Tip You might have to scroll down to see the Show Component check box. |
Sales dashboard |
Move regions on a page:
|
|
Define which regions are open or closed by default. Either close or open the region, and then exit Oracle Composer. The region's state is maintained and used by default at runtime. |
|
Set which columns are visible and their ordering in tables, using the View > Columns menu. |
|
Create or edit saved searches. |
The customizations that you can make using Oracle Composer are available to you only if you are assigned at least one of the following job roles:
Sales Administrator
Marketing Operations Manager
Channel Partner Portal Administrator
In Oracle Fusion Customer Center, you can customize a set of pages 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. You can also access Oracle Composer by selecting Customization Manager from the Administration menu.
When you select to customize a page from the Administration menu in the global area, you launch Oracle Composer.
The customizations that you make to the customer profile are applied based on your layer selection:
Site
Your customizations are visible to all users.
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.
Job Role
Your customizations are visible to users who have the selected job role.
If a user has more than one job role, then the sequence in which customizations are applied is alphabetically ordered by job role name.
Oracle Composer provides two views for working with page content: Design View and Source View. In general, applications within Oracle Fusion CRM leverage only Design View, which provides a WYSIWYG rendering of the page and its content. With Design View, controls are directly selectable on each component.
You can customize any page that is both available in the Customer node, and has elements that can be modified at runtime (regions, tables, and saved searches). For example:
Create Customer page
Create Contact page
Contact profile
Customer profile
This table lists the types of customizations available for Oracle Fusion Customer Center.
Oracle Fusion Customer Center Page |
Customization Task |
---|---|
Any page available on the Customer node, with elements that can be modified at runtime. |
Define which regions are open or closed by default. Either close or open the region, and then exit Oracle Composer. The region's state is maintained and used by default at runtime. |
Any page available on the Customer node, with elements that can be modified at runtime. |
Set which columns are visible and their ordering in tables, using the View > Columns menu. |
Any page available on the Customer node, with elements that can be modified at runtime. |
Create or edit saved searches. |
The customizations that you can make using Oracle Composer are available to you only if you are assigned at least one of the following job roles:
Sales Administrator
Marketing Operations Manager
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. You can also access Oracle Composer by selecting Customization Manager from the Administration menu. 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 to Partner Management pages are applied based on your layer selection:
Site
Your customizations are visible to all users.
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.
Job Role
Your customizations are visible to users who have the selected job role.
If a user has more than one job role, then the sequence in which customizations are applied is alphabetically ordered by job role name.
Note
Users can customize their own application pages by selecting Edit Current Page from the Personalization menu. Such customizations are visible only to the user who made the change.
Some pages, however, are accessible to anonymous users and are therefore not available for personalization by users. Instead, these pages can be customized only by administrators using Oracle Composer:
Partner Landing
Partner Registration
Partner Search
Oracle Composer provides two views for working with page content: Design View and Source View. In general, applications within Oracle Fusion CRM leverage only Design View, which provides a WYSIWYG rendering of the page and its content. With Design View, controls are directly selectable on each component.
Note
Source View is available, however, only to those with the Channel Partner Portal Administrator job role. These administrators can use Source View to customize the Partner Portal UI shell only.
This table lists the types of customizations that are available, for each Partner Management page. You perform all customizations in Design View, except the task to customize the Partner Portal UI shell, which you perform in Source 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. |
|
Show and hide regions on a page:
Tip You might have to scroll down to see the Show Component check box. |
|
Move regions on a page:
|
|
Define which regions are open or closed by default. Either close or open the region, and then exit Oracle Composer. The region's state is maintained and used by default at runtime. |
|
Set which columns are visible and their ordering in tables, using the View > Columns menu. |
|
Create or edit saved searches. |
Partner Portal UI shell |
Customize the Partner Portal UI shell in Source View, provided that you are assigned the Channel Partner Portal Administrator job role. You can change:
|
The customizations that you can make using Oracle Composer are available to you only if you are assigned at least one of the following job roles:
Sales Administrator
Marketing Operations Manager
Channel Partner Portal Administrator
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.
Note
Some menu items are not visible to users on the Oracle Fusion Main Menu and on the Home Page unless these users are granted permissions specific to internal or contingent workers. Administrators are granted these permissions, and can view these internal menu items even when looking at the external site. The suppression of these menu items is done through security, not through Oracle Composer.
The Oracle Fusion CRM Application Composer provides a series of task flows which let you customize and extend an Oracle Fusion CRM application according to the needs of your users. For example, you can create new fields for an existing standard object, and expose those new fields on the object's work area. Or, create a brand new custom object and related fields, then create a work area where that object and its fields are exposed to users. The task flows available to you are dependent upon the CRM application that you are customizing. This topic provides an overview of which CRM Application Composer task flows are available for use in each CRM application.
This topic addresses extensibility for these CRM applications:
Oracle Fusion Common CRM
Oracle Fusion Customer Center
Oracle Fusion Marketing
Oracle Fusion Sales
Oracle Fusion Sales Catalog
You can also refer to the product-specific implementation guides to learn more about how a particular application works with the Application Composer.
The creation of custom objects is not supported for the Oracle Fusion Common CRM application.
For Oracle Fusion Common CRM standard objects, you can do the following in the Application Composer:
Customization Task Flow |
Trading Community Org Contact |
Trading Community Resource Profile |
Trading Community Organization Profile |
Trading Community Address |
Activity Task |
Interaction |
Note |
---|---|---|---|---|---|---|---|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Edit display label and help text of standard fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom currency fields |
No |
No |
No |
No |
No |
No |
No |
Index custom fields |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Add custom buttons (Groovy script or URL) to selected pages |
No |
Yes |
No |
No |
No |
Yes |
Yes |
Add links (URL) to selected pages |
No |
Yes |
No |
No |
No |
Yes |
Yes |
Create and expose custom child objects on an object's details page |
No |
No |
No |
No |
Not applicable |
Not applicable |
Not applicable |
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Create custom saved searches at the site level |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Provide Mobile page support |
Yes |
No |
No |
No |
No |
No |
No |
Create custom relationships |
Yes |
Yes |
Yes |
Yes |
No |
No |
No |
Manage object workflows |
No |
Yes |
No |
No |
No |
No |
No |
Web services |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Not applicable |
Import data using file-based import |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Export data using bulk export |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom subject areas |
No |
Yes |
No |
No |
No |
No |
No |
You can create custom objects for the Oracle Fusion Customer Center application.
For Oracle Fusion Customer Center's standard object, you can do the following in the Application Composer:
Customization Task Flow |
Sales Account Profile |
---|---|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Edit display label and help text of standard fields |
Yes |
Create custom currency fields |
No |
Index custom fields |
Yes |
Add custom buttons (Groovy script or URL) to selected pages |
No |
Add links (URL) to selected pages |
No |
Create and expose custom child objects on an object's details page |
Yes |
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
Create custom saved searches at the site level |
No |
Provide Mobile page support |
No |
Create custom relationships |
Yes |
Manage object workflows |
Yes |
Web services |
Yes |
Import data using file-based import |
Yes |
Export data using bulk export |
Yes |
Create custom subject areas |
Yes |
You can create custom objects for the Oracle Fusion Marketing application.
For Oracle Fusion Marketing standard objects, you can do the following in the Application Composer:
Customization Task Flow |
Sales Lead |
Marketing Campaign |
Marketing Budget |
Marketing Response |
Marketing List |
Marketing Treatment |
Marketing Event Activity |
MarketingAdvertising Activity |
Marketing Claim |
Marketing Claim Settlement (child) |
Marketing Budget Entry |
Marketing Budget Fund Request |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Edit display label and help text of standard fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom currency fields |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
Index custom fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add custom buttons (Groovy script or URL) to selected pages |
Yes |
No |
Yes |
No |
No |
No |
No |
No |
Yes |
Yes |
Yes |
Yes |
Add links (URL) to selected pages |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create and expose custom child objects on an object's details page |
Yes |
No |
Yes |
Yes |
No |
No |
No |
No |
Yes |
Not applicable |
No |
Yes |
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom saved searches at the site level |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
No |
Yes |
No |
Yes |
Yes |
Provide Mobile page support |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
No |
Create custom relationships |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Manage object workflows |
Yes |
No |
Yes |
No |
No |
No |
No |
No |
Yes |
Yes |
Yes |
Yes |
Web services |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Import data using file-based import |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
No |
No |
No |
No |
Export data using bulk export |
Yes |
No |
Yes |
No |
No |
No |
No |
No |
No |
No |
No |
No |
Create custom subject areas |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
You can create custom objects for the Oracle Fusion Sales application.
For Oracle Fusion Sales standard objects, you can do the following in the Application Composer:
Customization Task Flow |
Opportunity |
Sales Competitor |
Partner |
Opportunity Resource (child) |
Opportunity Revenue (child) |
---|---|---|---|---|---|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Yes |
Yes |
Yes |
Yes |
Edit display label and help text of standard fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom currency fields |
Yes |
No |
No |
No |
Yes |
Index custom fields |
Yes |
Yes |
Yes |
Yes |
Yes |
Add custom buttons (Groovy script or URL) to selected pages |
Yes |
Yes |
Yes |
Yes |
Yes |
Add links (URL) to selected pages |
Yes |
Yes |
Yes |
Yes |
Yes |
Create and expose custom child objects on an object's details page |
Yes |
Yes |
Yes |
Not applicable |
Not applicable |
Create custom field-level and object-level validation logic (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom logic at various object trigger points (Groovy scripts) |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom saved searches at the site level |
Yes |
Yes |
Yes |
No |
No |
Provide Mobile page support |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom relationships |
Yes |
Yes |
Yes |
No |
No |
Manage object workflows |
Yes |
Yes |
Yes |
No |
No |
Web services |
Yes |
Yes |
Yes |
Not applicable |
Not applicable |
Import data using file-based import |
Yes |
Yes |
Yes |
Yes |
Yes |
Export data using bulk export |
Yes |
Yes |
Yes |
Yes |
Yes |
Create custom subject areas |
Yes |
Yes |
Yes |
Yes |
Yes |
The creation of custom objects is not supported for the Oracle Fusion Sales Catalog application.
For Oracle Fusion Sales Catalog's standard object, you can do the following in the Application Composer:
Customization Task Flow |
Product Group |
---|---|
Create and expose custom fields on existing pages that are available for extensibility |
Yes |
Edit display label and help text of standard fields |
Yes |
Create custom currency fields |
No |
Index custom fields |
Yes |
Add custom buttons (Groovy script or URL) to selected pages |
No |
Add links (URL) to selected pages |
No |
Create and expose custom child objects on an object's details page |
No |
Create custom field-level and object-level validation logic (Groovy scripts) |
No |
Create custom logic at various object trigger points (Groovy scripts) |
No |
Create custom saved searches at the site level |
No |
Provide Mobile page support |
No |
Create custom relationships |
No |
Manage object workflows |
No |
Web services |
No |
Import data using file-based import |
Yes |
Export data using bulk export |
Yes |
Create custom subject areas |
No |
Oracle Composer lets you make user interface changes at runtime across all Oracle Fusion applications. In Oracle Fusion CRM transactional pages (non-dashboards), you can use Oracle Composer to expand or collapse regions, set which columns are visible in tables and how they are ordered, and create and edit saved searches. In Oracle Fusion CRM dashboards, you can make additional customizations, such as hiding, showing, or moving regions, and adding new content from the Resource Catalog.
The Oracle Fusion CRM Application Composer also lets you make user interface changes at runtime. However, the types of user interface 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.
This table describes some of the primary differences between Oracle Composer and the Application Composer:
Customization Task |
Available in Oracle Composer? |
Available in Oracle Fusion CRM Application Composer? |
---|---|---|
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 |
Select the MDS layer where you want to author customizations, such as at the site layer or job role layer |
Yes |
No, customizations are applied only at the site layer |
View results of customizations immediately |
Yes, in the Oracle Composer design interface |
Yes, in the CRM application that you are customizing |