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Oracle® Fusion Applications Sales Implementation Guide
11g Release 5 (11.1.5)
Part Number E20373-05
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35 Define Extensions for Sales

This chapter contains the following:

Managing Job Definitions: Highlights

Managing List of Values Sources: Highlights

Customization and Sandboxes

Customizing Oracle Fusion CRM Pages Using Oracle Composer: Explained

Customizing Partner Management Pages Using Oracle Composer: Explained

FAQs for Customization and Sandboxes

Managing Job Definitions: Highlights

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.

Selecting the Appropriate Implementation Task

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.

Viewing and Creating Job Definitions

Managing List of Values Sources: Highlights

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.

Registering and Searching for List of Values Sources

Customization and Sandboxes

Customizing Pages Using Oracle Composer: Highlights

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:

Customizing pages using Oracle Composer, the Customization Manager, and sandboxes are described in the Oracle Fusion Applications Extensibility Guide.

Editing Pages

Customization Manager

Sandboxes

Customizing Oracle Fusion CRM Pages Using Oracle Composer: Explained

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.

Available Customization Options

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:

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.

Available Customization Tasks

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)

UI container (for example, form container)

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

Customization Privileges Required

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.

Customizing Partner Management Pages Using Oracle Composer: Explained

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.

Available Customization Options

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:

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

  • Channel dashboard

  • Partner dashboard

  • Other select pages, such as the Partner Public Profile page, Partner Landing page, and Partner Registration page

Add new content from the Resource Catalog.

  • Channel dashboard

  • Partner dashboard

  • Other select pages, such as the Partner Public Profile page, Partner Landing page, and Partner Registration page

Delete a region from the dashboard.

Note

You can later add the region back to the dashboard using the Resource Catalog.

  • Channel dashboard

  • Partner dashboard

  • Other select pages, such as the Partner Public Profile page, Partner Landing page, and Partner Registration page

Change the page layout (for example, change from a two column layout to a three column layout).

  • Channel dashboard

  • Partner dashboard

  • Other select pages, such as the Partner Public Profile page, Partner Landing page, and Partner Registration page

Move regions on a page:

  • Move regions by drag and drop

  • Add content within an existing box (box displayed in dotted lines)

  • Add a box (content placeholder) up, down, left, or right by clicking the Add Box icons.

Customizing the Partner Portal UI Shell

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:

Customization Privileges Required

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.

Customizing Oracle Fusion CRM Applications Using Oracle Fusion CRM Application Composer: Explained

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:

You can also refer to the product-specific implementation guides to learn more about how a particular application works with the Application Composer.

Oracle Fusion Common CRM

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

Oracle Fusion Customer Center

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

Oracle Fusion Marketing

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

Oracle Fusion Sales

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

Oracle Fusion Sales Catalog

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

FAQs for Customization and Sandboxes

What's the difference between Oracle Composer and Oracle Fusion CRM Application Composer?

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