Oracle® Fusion
Applications Sales Implementation Guide 11g Release 6 (11.1.6) Part Number E20373-06 |
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This chapter contains the following:
Define Custom Enterprise Scheduler Jobs
Managing List of Values Sources: Highlights
Customizing Oracle Fusion CRM Pages Using Oracle Composer: Explained
Customizing Oracle Fusion Customer Center Pages: 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:
Customize the global area.
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.
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.
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 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.
Using the Common application container in the Application Composer, you can complete the tasks listed in the tables below.
This includes Master Data Management (MDM) and Common Party User Interface (CPUI) Objects.
Note
You cannot create custom objects using the Common application container in the Application Composer.
Customization Task Flow |
Task |
Interaction |
Note |
---|---|---|---|
Feature: Custom Objects |
|
|
|
Create or Edit Top Level Object |
|
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
No |
No |
No |
Create or Edit Text Attribute |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
No |
Yes |
Yes |
Create or Edit Long-text Attribute |
No |
Yes |
Yes |
Create or Edit Check-box Attribute |
No |
Yes |
Yes |
Create or Edit Percentage Attribute |
No |
Yes |
Yes |
Create or Edit Currency Attribute |
No |
Yes |
Yes |
Create or Edit Fixed Choice List Attribute |
No |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
No |
Yes |
Yes |
Create or Edit Formula Attribute |
No |
Yes |
Yes |
Create Indexed Attribute |
No |
Yes |
Yes |
Feature: Actions and Links (Summary and Details page) |
|
|
|
Create or Edit Action with Script (using groovy) |
No |
Yes |
Yes |
Create or Edit Action with URL |
No |
Yes |
Yes |
Create or Edit Links with URL |
No |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
No |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
No |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
No |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
No |
Yes |
Yes |
Feature: Saved Searches |
|
|
|
Create or Edit Saved Search for a Parent Object |
No |
Yes |
Yes |
Feature: Pages and Work Areas |
|
|
|
Create Work Area for a Custom Top Level Object |
|
|
|
Add, Edit Custom or Standard fields to Local Search |
No |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
No |
No |
No |
Add or Edit Custom or Standard fields to Summary Table |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Creation Page |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Summary Form |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Table |
No |
Yes |
Yes |
Add Actions or Links to Summary Form |
No |
Yes |
Yes |
Create or Edit Picker |
No |
No |
No |
Create or Edit Regional Pane |
No |
No |
No |
Create or Edit Tree Nodes |
No |
No |
No |
Create or Edit Child or Related Object Sub tab |
No |
No |
No |
Create or Edit Context Link Sub tab |
No |
No |
No |
Create or Edit Common Component Sub tab |
No |
No |
No |
Create or Edit Web Content Sub tab |
No |
No |
No |
Create Mobile Pages |
No |
No |
No |
Create Tablet Pages |
No |
No |
No |
Feature: Web Services |
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
No |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
No |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
No |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
No |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
No |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
No |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
No |
Yes |
Yes |
Find and get a record Standard or Custom object having custom attribute |
No |
Yes |
Yes |
Create an action script that triggers a Web Service |
No |
Yes |
Yes |
Feature: Object Workflows |
|
|
|
Create or Edit Object workflow |
No |
Yes |
Yes |
Create or Edit or Delete Field Updates |
No |
Yes |
Yes |
Create or Edit or Delete Email Notification |
No |
Yes |
Yes |
Create or Edit or Delete Outbound Message |
No |
Yes |
Yes |
Create or Edit or Delete Business-process Flow |
No |
Yes |
Yes |
Create or Edit or Delete Task Creation |
No |
No |
No |
Execute Object Workflow for all actions |
No |
Yes |
Yes |
Feature: Email Templates |
|
|
|
Create or Edit or Delete Email Templates |
No |
Yes |
Yes |
Feature: Relationships |
|
|
|
Create or Edit a Relationship |
No |
No |
No |
Table (continued from above): Master Data Management (MDM) and Common Party User Interface (CPUI) Objects
Feature |
Trading Community Organization Contact |
Trading Community Resource Profile |
Trading Community Organization Profile |
Trading Community Person Profile |
Trading Community RelationShip SDO |
Trading Community Address |
---|---|---|---|---|---|---|
Feature: Custom Objects |
|
|
|
|
|
|
Create or Edit Top Level Object |
|
|
|
|
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
Yes |
Yes |
No |
No |
No |
Yes |
Feature: Fields |
|
|
|
|
|
|
Create or Edit Text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Long-text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Check-box Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Percentage Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Currency Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Fixed Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Formula Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create Indexed Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Actions and Links (Summary or Details pages) |
|
|
|
|
|
|
Create or Edit Action with Script (using groovy) |
Yes |
Yes |
No |
No |
Yes |
Yes |
Create or Edit Action with URL |
Yes |
Yes |
No |
No |
Yes |
Yes |
Create or Edit Links with URL |
Yes |
Yes |
No |
No |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Saved Searches |
|
|
|
|
|
|
Create or Edit Saved Search for a Parent Object |
No |
Yes |
No |
No |
No |
No |
Feature: Security |
|
|
|
|
|
|
Create, Update or Delete roles for Custom Object |
|
|
|
|
|
|
Create, Update or Delete permissions for Custom Object |
|
|
|
|
|
|
View APM roles defined across the applications for Custom Object |
|
|
|
|
|
|
View or Edit policies defined for a role (Application Specific Custom Objects) |
|
|
|
|
|
|
Feature: Pages and Work Areas |
|
|
|
|
|
|
Create Work Area for a Custom Top Level Object |
|
|
|
|
|
|
Add, Edit Custom or Standard fields to Local Search |
No |
Yes |
No |
No |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
No |
No |
No |
No |
No |
No |
Add, Edit Custom or Standard fields to Summary Table |
Yes |
Yes |
No |
No |
No |
No |
Add or Edit Custom or Standard fields to Creation Page |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Summary Form |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Table |
Yes |
Yes |
No |
No |
Yes |
Yes |
Add Actions or Links to Summary Form |
Yes |
Yes |
Yes |
Yes |
No |
No |
Create or Edit Picker |
No |
No |
No |
No |
No |
No |
Create or Edit Regional Pane |
No |
No |
No |
No |
No |
No |
Create or Edit Tree Nodes |
No |
No |
No |
No |
No |
No |
Create or Edit Child or Related Object Sub tab |
No |
Yes |
No |
No |
No |
No |
Create or Edit Context Link Sub tab |
No |
Yes |
No |
No |
No |
No |
Create or Edit Common Component Sub tab |
No |
No |
No |
No |
No |
No |
Create or Edit Web Content Sub tab |
No |
Yes |
No |
No |
No |
No |
Create Mobile Pages |
No |
No |
No |
No |
No |
No |
Create Tablet Pages |
No |
No |
No |
No |
No |
No |
Feature: Web Services |
|
|
|
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Find and get a record Standard or Custom object having custom attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create an action script that triggers a Web Service |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Custom Subject Areas |
|
|
|
|
|
|
Create, Edit or Save and Publish a Subject Area |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Edit or Save republish a Subject Area |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Object Workflows |
|
|
|
|
|
|
Create or Edit Object workflow |
Yes |
Yes |
No |
No |
Yes |
Yes |
Create or Edit or Delete Field Updates |
Yes |
Yes |
No |
No |
Yes |
Yes |
Create or Edit or Delete Email Notification |
Yes |
Yes |
No |
No |
Yes |
Yes |
Create or Edit or Delete Outbound Message |
Yes |
Yes |
No |
No |
Yes |
Yes |
Create or Edit or Delete Business-process Flow |
Yes |
Yes |
No |
No |
Yes |
Yes |
Create or Edit or Delete Task Creation |
No |
No |
No |
No |
Yes |
Yes |
Execute Object Workflow for all actions |
Yes |
Yes |
No |
No |
Yes |
Yes |
Feature: Email Templates |
|
|
|
|
|
|
Create or Edit or Delete Email Templates |
Yes |
Yes |
No |
No |
Yes |
Yes |
Feature: Relationships |
|
|
|
|
|
|
Create or Edit a Relationship |
Yes |
Yes |
No |
No |
No |
Yes |
Using the Customer Center application container in the Application Composer, you can:
Create custom objects
Complete the tasks listed in the table below for standard objects.
Feature |
Custom Object |
Sales Account Resource |
Sales Account |
---|---|---|---|
Create or Edit Top Level Object |
Yes |
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
Yes |
No |
Yes |
Feature: Fields |
|||
Create or Edit Text Attribute |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
Yes |
Yes |
Yes |
Create or Edit Long-text Attribute |
Yes |
Yes |
Yes |
Create or Edit Check-box Attribute |
Yes |
Yes |
Yes |
Create or Edit Percentage Attribute |
Yes |
Yes |
Yes |
Create or Edit Currency Attribute |
Yes |
Yes |
Yes |
Create or Edit Fixed Choice List Attribute |
Yes |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
Yes |
Yes |
Yes |
Create or Edit Formula Attribute |
Yes |
Yes |
Yes |
Create Indexed Attribute |
Yes |
Yes |
Yes |
Feature: Actions and Links (Summary or Details pages) |
|
|
|
Create or Edit Action with Script (using groovy) |
Yes |
Yes |
Yes |
Create or Edit Action with URL |
Yes |
Yes |
Yes |
Create or Edit Links with URL |
Yes |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
Yes |
Yes |
Yes |
Feature: Saved Searches |
Yes |
Yes |
Yes |
Create or Edit Saved Search for a Parent Object |
|
|
|
Feature: Pages and Work Areas |
|
|
|
Add, Edit Custom or Standard fields to Local Search |
Yes |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
Yes |
No |
No |
Add or Edit Custom or Standard fields to Summary Table |
Yes |
No |
No |
Add or Edit Custom or Standard fields to Creation Page |
Yes |
No |
No |
Add or Edit Custom or Standard fields to Summary Form |
Yes |
No |
Yes |
Add Actions or Links to Summary Table |
Yes |
No |
Yes |
Add Actions or Links to Summary Form |
|
No |
|
Create or Edit Picker |
|
No |
|
Create or Edit Regional Pane |
|
No |
Yes |
Create or Edit Tree Nodes |
No |
No |
Yes |
Create or Edit Child or Related Object Sub tab |
Yes |
No |
|
Create or Edit Context Link Sub tab |
Yes |
No |
|
Create or Edit Common Component Sub tab |
Yes |
No |
|
Create or Edit Web Content Sub tab |
Yes |
No |
|
Create Mobile Pages |
|
No |
|
Create Tablet Pages |
|
No |
|
Feature: Web Services |
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
Yes |
No |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
Yes |
No |
Yes |
Find and get a record Standard or Custom object having custom attribute |
Yes |
No |
Yes |
Create an action script that triggers a Web Service |
|
|
|
Feature: Custom Subject Areas |
|
|
|
Create or Edit or Save and Publish a Subject Area |
|
No |
|
Edit or Save republish a Subject Area |
|
No |
|
Feature: Object Workflows |
|
|
|
Create or Edit Object workflow |
Yes |
Yes |
Yes |
Create or Edit or Delete Field Updates |
Yes |
Yes |
Yes |
Create or Edit or Delete Email Notification |
Yes |
Yes |
Yes |
Create or Edit or Delete Outbound Message |
Yes |
Yes |
Yes |
Create or Edit or Delete Business-process Flow |
Yes |
Yes |
Yes |
Create or Edit or Delete Task Creation |
Yes |
Yes |
Yes |
Execute Object Workflow for all actions |
Yes |
Yes |
Yes |
Feature: Email Templates |
|
|
|
Create or Edit or Delete Email Templates |
Yes |
Yes |
Yes |
Feature: Relationships |
|
|
|
Create or Edit a Relationship |
Yes |
No |
Yes |
Using the Marketing application container in the Application Composer, you can:
Create custom objects
Complete the tasks listed in the tables below for standard objects.
Customization Task Flow |
Custom Object |
Sales Lead Version 2 |
Marketing Campaign |
Marketing Budget Version 2 |
Marketing List |
Marketing Treatment |
---|---|---|---|---|---|---|
Feature: Custom Objects |
|
|
|
|
|
|
Create or Edit Top Level Object |
Yes |
|
|
|
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
Yes |
Yes |
No |
Yes |
No |
No |
Feature: Fields |
|
|
|
|
|
|
Create or Edit Text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Long-text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Check-box Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Percentage Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Currency Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Fixed Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Formula Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create Indexed Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Actions and Links (Summary or Details pages) |
|
|
|
|
|
|
Create or Edit Action with Script (using groovy) |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Action with URL |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Links with URL |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Saved Searches |
|
|
|
|
|
|
Create or Edit Saved Search for a Parent Object |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Pages and Work Areas |
|
|
|
|
|
|
Create Work Area for a Custom Top Level Object |
Yes |
|
|
|
|
|
Add, Edit Custom or Standard fields to Local Search |
Yes |
No |
No |
No |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
Yes |
No |
No |
No |
No |
No |
Add or Edit Custom or Standard fields to Summary Table |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Creation Page |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Summary Form |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Table |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Form |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Picker |
Yes |
No |
No |
No |
No |
No |
Create or Edit Regional Pane |
Yes |
No |
No |
No |
No |
No |
Create or Edit Tree Nodes |
Yes |
No |
No |
No |
No |
No |
Create or Edit Child or Related Object Sub tab |
Yes |
Yes |
No |
Yes |
No |
No |
Create or Edit Context Link Sub tab |
Yes |
Yes |
No |
Yes |
No |
No |
Create or Edit Common Component Sub tab |
No |
No |
No |
No |
No |
No |
Create or Edit Web Content Sub tab |
Yes |
Yes |
No |
Yes |
No |
No |
Create Mobile Pages |
No |
No |
No |
No |
No |
No |
Create Tablet Pages |
No |
No |
No |
No |
No |
No |
Feature: Web Services |
|
|
|
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Find and get a record Standard or Custom object having custom attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create an action script that triggers a Web Service |
No |
No |
No |
No |
No |
No |
Feature : Custom Subject Areas |
|
|
|
|
|
|
Create or Edit or Save and Publish a Subject Area |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Edit or Save republish a Subject Area |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Feature: Object Workflows |
|
|
|
|
|
|
Create or Edit Object workflow |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Field Updates |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Email Notification |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Outbound Message |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Business-process Flow |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Task Creation |
Yes |
Yes |
Yes |
No |
No |
No |
Execute Object Workflow for all actions |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Email Templates |
|
|
|
|
|
|
Create or Edit or Delete Email Templates |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Relationships |
|
|
|
|
|
|
Create or Edit a Relationship |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Table (continued from above): Oracle Fusion Marketing Objects
Customization Task Flow |
Marketing Event Activity |
Marketing Advertisement |
Marketing Claim Version 2 |
Marketing Claim Settlement Version 2 |
Marketing Budget Entry Version 2 |
Marketing Fund Request Version 2 |
Marketing Response |
---|---|---|---|---|---|---|---|
Feature: Custom Objects |
|
|
|
|
|
|
|
Create or Edit Top Level Object |
|
|
|
|
|
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
No |
No |
Yes |
No |
No |
Yes |
Yes |
Feature: Fields |
|
|
|
|
|
|
|
Create or Edit Text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Long-text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Check-box Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Percentage Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Currency Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Fixed Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Formula Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create Indexed Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Actions and Links (Summary or Details pages) |
|
|
|
|
|
|
|
Create or Edit Action with Script (using groovy) |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Action with URL |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Links with URL |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
|
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Saved Searches |
|
|
|
|
|
|
|
Create or Edit Saved Search for a Parent Object |
No |
No |
Yes |
No |
Yes |
Yes |
Yes |
Feature: Pages and Work Areas |
|
|
|
|
|
|
|
Create Work Area for a Custom Top Level Object |
|
|
|
|
|
|
|
Add, Edit Custom or Standard fields to Local Search |
No |
No |
No |
No |
No |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
No |
No |
No |
No |
No |
No |
No |
Add or Edit Custom or Standard fields to Summary Table |
No |
Yes |
Yes |
No |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Creation Page |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Summary Form |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Table |
No |
No |
Yes |
No |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Form |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Picker |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Regional Pane |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Tree Nodes |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Child or Related Object Sub tab |
No |
No |
Yes |
No |
No |
Yes |
Yes |
Create or Edit Context Link Sub tab |
No |
No |
Yes |
No |
No |
Yes |
Yes |
Create or Edit Common Component Sub tab |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Web Content Sub tab |
No |
No |
Yes |
No |
No |
Yes |
Yes |
Create Mobile Pages |
No |
No |
No |
No |
No |
No |
No |
Create Tablet Pages |
No |
No |
No |
No |
No |
No |
No |
Feature: Web Services |
|
|
|
|
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Find and get a record Standard or Custom object having custom attribute |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create an action script that triggers a Web Service |
No |
No |
No |
No |
No |
No |
No |
Feature : Custom Subject Areas |
|
|
|
|
|
|
|
Create or Edit or Save and Publish a Subject Area |
No |
No |
No |
No |
No |
No |
Yes |
Edit or Save republish a Subject Area |
No |
No |
No |
No |
No |
No |
Yes |
Feature: Object Workflows |
|
|
|
|
|
|
|
Create or Edit Object workflow |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Field Updates |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
Create, Edit or Delete Email Notification |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Outbound Message |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Business-process Flow |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit or Delete Task Creation |
No |
No |
No |
No |
No |
No |
No |
Execute Object Workflow for all actions |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Email Templates |
|
|
|
|
|
|
|
Create or Edit or Delete Email Templates |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Relationships |
|
|
|
|
|
|
|
Create or Edit a Relationship |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Table (continued from above): Oracle Fusion Marketing Objects
Customization Task Flow |
Sales Lead Contacts |
Sales Lead Resources |
Sales Campaign |
---|---|---|---|
Feature: Custom Objects |
|
|
|
Create or Edit Top Level Object |
|
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
No |
No |
No |
Feature: Fields |
|
|
|
Create or Edit Text Attribute |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
Yes |
Yes |
Yes |
Create or Edit Long-text Attribute |
Yes |
Yes |
Yes |
Create or Edit Check-box Attribute |
Yes |
Yes |
Yes |
Create or Edit Percentage Attribute |
Yes |
Yes |
Yes |
Create or Edit Currency Attribute |
Yes |
Yes |
Yes |
Create or Edit Fixed Choice List Attribute |
Yes |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
Yes |
Yes |
Yes |
Create or Edit Formula Attribute |
Yes |
Yes |
Yes |
Create Indexed Attribute |
Yes |
Yes |
Yes |
Feature: Actions and Links (Summary or Details pages) |
|
|
|
Create or Edit Action with Script (using groovy) |
Yes |
Yes |
Yes |
Create or Edit Action with URL |
Yes |
Yes |
Yes |
Create or Edit Links with URL |
Yes |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
Yes |
Yes |
Yes |
Feature: Saved Searches |
|
|
|
Create or Edit Saved Search for a Parent Object |
No |
No |
Yes |
Feature: Pages and Work Areas |
|
|
|
Create Work Area for a Custom Top Level Object |
|
|
|
Add, Edit Custom or Standard fields to Local Search |
No |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
No |
No |
No |
Add or Edit Custom or Standard fields to Summary Table |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Creation Page |
No |
No |
Yes |
Add or Edit Custom or Standard fields to Summary Form |
No |
No |
Yes |
Add Actions or Links to Summary Table |
Yes |
No |
No |
Add Actions or Links to Summary Form |
No |
No |
No |
Create or Edit Picker |
No |
No |
No |
Create or Edit Regional Pane |
No |
No |
No |
Create or Edit Tree Nodes |
No |
No |
No |
Create or Edit Child or Related Object Sub tab |
No |
No |
No |
Create or Edit Context Link Sub tab |
No |
No |
No |
Create or Edit Common Component Sub tab |
No |
No |
No |
Create or Edit Web Content Sub tab |
No |
No |
No |
Create Mobile Pages |
No |
No |
No |
Create Tablet Pages |
No |
No |
No |
Feature: Web Services |
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
Yes |
Yes |
No |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
Yes |
Yes |
No |
Find and get a record Standard or Custom object having custom attribute |
Yes |
Yes |
No |
Create an action script that triggers a Web Service |
No |
No |
No |
Feature : Custom Subject Areas |
|
|
|
Create or Edit or Save and Publish a Subject Area |
No |
No |
No |
Edit or Save republish a Subject Area |
No |
No |
No |
Feature: Object Workflows |
|
|
|
Create or Edit Object workflow |
No |
Yes |
No |
Create or Edit or Delete Field Updates |
No |
Yes |
No |
Create, Edit or Delete Email Notification |
No |
Yes |
No |
Create or Edit or Delete Outbound Message |
No |
Yes |
No |
Create or Edit or Delete Business-process Flow |
No |
Yes |
No |
Create or Edit or Delete Task Creation |
No |
No |
No |
Execute Object Workflow for all actions |
No |
Yes |
No |
Feature: Email Templates |
|
|
|
Create or Edit or Delete Email Templates |
No |
Yes |
No |
Feature: Relationships |
|
|
|
Create or Edit a Relationship |
No |
No |
Yes |
Using the Sales application container in the Application Composer, you can:
Create custom objects
Complete the tasks listed in the tables below for standard objects.
Customization Task Flow |
Custom Object |
Opportunity |
Sales Competitor |
Sales Reference Customer SDO |
Opportunity Contact |
---|---|---|---|---|---|
Feature: Custom Objects |
|
|
|
|
|
Create or Edit Top Level Object |
Yes |
|
|
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
Yes |
Yes |
Yes |
Yes |
No |
Feature: Fields |
|
|
|
|
|
Create or Edit Text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Long-text Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Check-box Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Percentage Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Currency Attribute |
Yes |
Yes |
No |
No |
No |
Create or Edit Fixed Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Formula Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create Indexed Attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Actions and Links (Summary or Details page) |
|
|
|
|
|
Create or Edit Action with Script (using groovy) |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Action with URL |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Links with URL |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Saved Searches |
|
|
|
|
|
Create or Edit Saved Search for a Parent Object |
Yes |
Yes |
Yes |
Yes |
No |
Feature: Security |
|
|
|
|
|
Create, Update or Delete roles for Custom Object |
Yes |
|
|
|
|
Create, Update or Delete permissions for Custom Object |
Yes |
|
|
|
|
View APM roles defined across the applications for Custom Object |
Yes |
|
|
|
|
View or Edit policies defined for a role (Application Specific Custom Objects) |
Yes |
|
|
|
|
Feature: Pages and Work Areas |
|
|
|
|
|
Create Work Area for a Custom Top Level Object |
Yes |
|
|
|
|
Add, Edit Custom or Standard fields to Local Search |
Yes |
No |
No |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
Yes |
No |
No |
No |
No |
Add or Edit Custom or Standard fields to Summary Table |
Yes |
Yes |
Yes |
Yes |
No |
Add or Edit Custom or Standard fields to Creation Page |
Yes |
Yes |
Yes |
Yes |
No |
Add or Edit Custom or Standard fields to Summary Form |
Yes |
Yes |
Yes |
Yes |
No |
Add Actions or Links to Summary Table |
Yes |
Yes |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Form |
Yes |
Yes |
Yes |
Yes |
No |
Create or Edit Picker |
Yes |
No |
No |
No |
No |
Create or Edit Regional Pane |
Yes |
No |
No |
No |
No |
Create or Edit Tree Nodes |
Yes |
No |
No |
No |
No |
Create or Edit Child or Related Object Sub tab |
Yes |
Yes |
Yes |
Yes |
No |
Create or Edit Context Link Sub tab |
Yes |
Yes |
Yes |
Yes |
No |
Create or Edit Common Component Sub tab |
Yes |
No |
No |
No |
No |
Create or Edit Web Content Sub tab |
Yes |
Yes |
Yes |
Yes |
No |
Create Mobile Pages |
Yes |
Yes |
Yes |
Yes |
No |
Create Tablet Pages |
Yes |
Yes |
No |
No |
No |
Feature: Web Services |
|
|
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Find and get a record Standard or Custom object having custom attribute |
Yes |
Yes |
Yes |
Yes |
Yes |
Create an action script that triggers a Web Service |
No |
No |
No |
No |
No |
Feature : Custom Subject Areas |
|
|
|
|
|
Create, Edit or Save and Publish a Subject Area |
Yes |
Yes |
Yes |
No |
No |
Edit or Save republish a Subject Area |
Yes |
Yes |
Yes |
No |
No |
Feature: Object Workflows |
|
|
|
|
|
Create or Edit Object workflow |
Yes |
Yes |
Yes |
Yes |
No |
Create, Edit or Delete Field Updates |
Yes |
Yes |
Yes |
Yes |
No |
Create, Edit or Delete Email Notification |
Yes |
Yes |
Yes |
Yes |
No |
Create, Edit or Delete Outbound Message |
Yes |
Yes |
Yes |
Yes |
No |
Create, Edit or Delete Business-process Flow |
Yes |
Yes |
Yes |
Yes |
No |
Create, Edit or Delete Task Creation |
Yes |
Yes |
Yes |
Yes |
No |
Execute Object Workflow for all actions |
Yes |
Yes |
Yes |
Yes |
No |
Feature: Email Templates |
|
|
|
|
|
Create, Edit or Delete Email Templates |
Yes |
Yes |
Yes |
Yes |
No |
Feature: Relationships |
|
|
|
|
|
Create or Edit a Relationship |
Yes |
Yes |
Yes |
Yes |
No |
Table (continued from above): Oracle Fusion Sales Objects
Customization Task Flow |
Opportunity Revenue |
Forecast Territory Details |
Forecast Item |
Partner |
Programs |
Program Objective Details |
Program Benefits Details |
---|---|---|---|---|---|---|---|
Feature: Custom Objects |
|
|
|
|
|
|
|
Create or Edit Top Level Object |
|
|
|
|
|
|
|
Create or Edit Child Object for Standard and Custom Parent Object |
No |
No |
No |
Yes |
Yes |
No |
No |
Feature: Fields |
|
|
|
|
|
|
|
Create or Edit Text Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Number Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Date-time Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Long-text Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Check-box Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Percentage Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Currency Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Fixed Choice List Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Dynamic Choice List Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Formula Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create Indexed Attribute |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Actions and Links (Summary or Details page) |
|
|
|
|
|
|
|
Create or Edit Action with Script (using groovy) |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Action with URL |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create or Edit Links with URL |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Server Scripts |
|
|
|
|
|
|
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Feature: Saved Searches |
|
|
|
|
|
|
|
Create or Edit Saved Search for a Parent Object |
No |
No |
No |
Yes |
Yes |
No |
No |
Feature: Security |
|
|
|
|
|
|
|
Create, Update or Delete roles for Custom Object |
|
|
|
|
|
|
|
Create, Update or Delete permissions for Custom Object |
|
|
|
|
|
|
|
View APM roles defined across the applications for Custom Object |
|
|
|
|
|
|
|
View or Edit policies defined for a role (Application Specific Custom Objects) |
|
|
|
|
|
|
|
Feature: Pages and Work Areas |
|
|
|
|
|
|
|
Create Work Area for a Custom Top Level Object |
|
|
|
|
|
|
|
Add, Edit Custom or Standard fields to Local Search |
No |
No |
No |
Yes |
Yes |
No |
No |
Add, Edit Custom or Standard fields to Regional Search |
No |
No |
No |
No |
No |
No |
No |
Add or Edit Custom or Standard fields to Summary Table |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Add or Edit Custom or Standard fields to Creation Page |
No |
No |
No |
Yes |
Yes |
No |
No |
Add or Edit Custom or Standard fields to Summary Form |
No |
No |
No |
Yes |
No |
No |
No |
Add Actions or Links to Summary Table |
Yes |
No |
No |
No |
Yes |
Yes |
Yes |
Add Actions or Links to Summary Form |
No |
No |
No |
No |
Yes |
No |
No |
Create or Edit Picker |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Regional Pane |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Tree Nodes |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Child or Related Object Sub tab |
No |
No |
No |
Yes |
Yes |
No |
No |
Create or Edit Context Link Sub tab |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Common Component Sub tab |
No |
No |
No |
No |
No |
No |
No |
Create or Edit Web Content Sub tab |
No |
No |
No |
No |
No |
No |
No |
Create Mobile Pages |
No |
No |
No |
No |
No |
No |
No |
Create Tablet Pages |
No |
No |
No |
No |
No |
No |
No |
Feature: Web Services |
|
|
|
|
|
|
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
Yes |
|
Yes |
No |
No |
No |
No |
Find and get a record Standard or Custom object having custom attribute |
Yes |
|
Yes |
No |
Yes |
No |
No |
Create an action script that triggers a Web Service |
No |
|
Yes |
No |
No |
No |
No |
Feature : Custom Subject Areas |
|
|
|
|
|
|
|
Create, Edit or Save and Publish a Subject Area |
No |
|
|
No |
Yes |
No |
No |
Edit or Save republish a Subject Area |
No |
|
|
No |
Yes |
No |
No |
Feature: Object Workflows |
|
|
|
|
|
|
|
Create or Edit Object workflow |
No |
No |
No |
Yes |
Yes |
No |
No |
Create, Edit or Delete Field Updates |
No |
No |
No |
Yes |
Yes |
No |
No |
Create, Edit or Delete Email Notification |
No |
No |
No |
Yes |
Yes |
No |
No |
Create, Edit or Delete Outbound Message |
No |
No |
No |
Yes |
Yes |
No |
No |
Create, Edit or Delete Business-process Flow |
No |
No |
No |
Yes |
Yes |
No |
No |
Create, Edit or Delete Task Creation |
No |
No |
No |
No |
No |
No |
No |
Execute Object Workflow for all actions |
No |
No |
No |
Yes |
Yes |
No |
No |
Feature: Email Templates |
|
|
|
|
|
|
|
Create, Edit or Delete Email Templates |
No |
No |
No |
Yes |
Yes |
No |
No |
Feature: Relationships |
|
|
|
|
|
|
|
Create or Edit a Relationship |
No |
No |
No |
Yes |
Yes |
No |
No |
Using the Oracle Fusion Sales Catalog container in the Application Composer, you can complete the tasks listed in the table below.
Note
You cannot create custom objects using the Oracle Fusion Sales Catalog container in the Application Composer.
Feature |
Product Group Details |
---|---|
Create or Edit Top Level Object |
|
Create or Edit Child Object for Standard and Custom Parent Object |
No |
Feature: Fields |
|
Create or Edit Text Attribute |
Yes |
Create or Edit Number Attribute |
Yes |
Create or Edit Date Attribute |
Yes |
Create or Edit Date-time Attribute |
Yes |
Create or Edit Long-text Attribute |
Yes |
Create or Edit Check-box Attribute |
Yes |
Create or Edit Percentage Attribute |
Yes |
Create or Edit Currency Attribute |
No |
Create or Edit Fixed Choice List Attribute |
Yes |
Create or Edit Dynamic Choice List Attribute |
No |
Create or Edit Formula Attribute |
Yes |
Create Indexed Attribute |
Yes |
Feature: Actions and Links (Summary or Details pages) |
|
Create or Edit Action with Script (using groovy) |
Yes |
Create or Edit Action with URL |
Yes |
Create or Edit Links with URL |
Yes |
Feature: Server Scripts |
|
Create, Edit or Delete Object Rules (Validation Rules) using groovy scripts |
Yes |
Create, Edit or Delete Field Rules (Validation Rules) using groovy scripts |
Yes |
Create, Edit or Delete Triggers using groovy scripts |
Yes |
Create, Edit or Delete Object Functions using groovy scripts |
|
Feature: Saved Searches |
|
Create or Edit Saved Search for a Parent Object |
No |
Feature: Pages and Work Areas |
|
Create Work Area for a Custom Top Level Object |
|
Add, Edit Custom or Standard fields to Local Search |
No |
Add, Edit Custom or Standard fields to Regional Search |
No |
Add or Edit Custom or Standard fields to Summary Table |
No |
Add or Edit Custom or Standard fields to Creation Page |
No |
Add or Edit Custom or Standard fields to Summary Form |
Yes |
Add Actions or Links to Summary Table |
No |
Add Actions or Links to Summary Form |
No |
Create or Edit Picker |
No |
Create or Edit Regional Pane |
No |
Create or Edit Tree Nodes |
No |
Create or Edit Child or Related Object Sub tab |
No |
Create or Edit Context Link Sub tab |
No |
Create or Edit Common Component Sub tab |
No |
Create or Edit Web Content Sub tab |
No |
Create Mobile Pages |
No |
Create Tablet Pages |
No |
Feature: Web Services |
|
Create, Update and Delete a record in Standard or Custom object having custom text attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Number attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Date attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Date-time attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Check-box attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Dynamic Choice List attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute |
No |
Create, Update and Delete a record in Standard or Custom object having custom Currency attribute |
No |
Find and get a record Standard or Custom object having custom attribute |
No |
Create an action script that triggers a Web Service |
No |
Feature: Custom Subject Areas |
|
Create, Edit or Save and Publish a Subject Area |
No |
Edit, Save republish a Subject Area |
No |
Feature: Object Workflows |
No |
Create or Edit Object workflow |
No |
Create, Edit or Delete Field Updates |
No |
Create, Edit or Delete Email Notification |
No |
Create, Edit or Delete Outbound Message |
No |
Create, Edit or Delete Business-process Flow |
No |
Create, Edit or Delete Task Creation |
No |
Execute Object Workflow for all actions |
No |
Feature: Email Templates |
|
Create, Edit or Delete Email Templates |
No |
Feature: Relationships |
|
Create or Edit a Relationship |
No |
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.
You can customize a variety of pages and regions in Oracle Fusion Customer Center using the Oracle Fusion CRM Application Composer. The Application Composer lets you create custom fields and objects, which you then add for display in the runtime Customer Center application. To access the Application Composer, select Application Composer from the Navigator menu, under the Tools category.
In general, every top-level CRM object has a work area, which includes an overview page, a creation page, and a details page. When you make changes to the object, those changes can be reflected in the object's associated work area. Customer Center, however, is unique in that its user interface pages do not include the traditional work area combination of overview page, creation page, and details page. Instead, Customer Center has a series of tree nodes that, when selected, display user interface pages, and even a single page can be associated with multiple business objects.
This table lists Customer Center pages, and the related objects that you can access in the Application Composer to customize those pages.
Customer Center Page |
Customer Center Region |
Application |
Underlying Business Object |
---|---|---|---|
Consumer Profile |
Addresses region |
Common |
Trading Community Address |
Consumer Profile |
Consumer Basic Information region |
Common |
Trading Community Person Profile |
Consumer Profile |
Consumer Details region |
Common |
Trading Community Person Profile |
Consumer Profile |
Sales Account region |
Customer Center |
Sales Account |
Contact Profile |
Address region |
Common |
Trading Community Address |
Contact Profile |
Basic Information region |
Common |
Trading Community Org Contact |
Contact Profile |
Contact Details region |
Common |
Trading Community Org Contact |
Contact Profile |
Contacts region (also known as the Contacts List) |
Common |
Trading Community Org Contact |
Create Consumer page and also the Quick Create Consumer page |
New fields are added at the bottom of the page |
Customer Center |
Sales Account |
Create Consumer page and also the Quick Create Consumer page |
No specific region |
Common |
Trading Community Person Profile |
Create Contact page and also the Quick Create Contact page |
No specific region |
Common |
Trading Community Org Contact |
Create Customer page and also the Quick Create Customer page |
Contact Information region |
Common |
Trading Community Org Contact |
Create Customer page and also the Quick Create Customer page |
Customer Information region |
Common |
Trading Community Org Profile |
Create Customer page and also the Quick Create Customer page |
New fields are added at the bottom of the page. |
Customer Center |
Sales Account |
Customer Profile |
Addresses region |
Common |
Trading Community Address |
Customer Profile |
Basic Information region |
Common |
Trading Community Org Profile |
Customer Profile |
Customer Details region |
Common |
Trading Community Org Profile |
Customer Profile |
Sales Account region |
Customer Center |
Sales Account |
Edit Customer page |
Team Members region |
Customer Center |
Sales Account Resource (child object to the Sales Account) |
Overview > Summary tab |
Sales Accounts region (also known as the Sales Account List) |
Customer Center |
Sales Account |
Real-Time Search: Customers page |
Search region, by way of Advanced Search > Add Fields |
Customer Center |
Sales Account |
Note
To make only minor user interface changes to Customer Center pages without creating new objects or fields, use Oracle Composer instead of the Application Composer.
The Oracle Fusion Common CRM objects that are associated with Customer Center pages are:
Trading Community Org Profile
Trading Community Person Profile
Trading Community Address
Trading Community Org Contact
This table indicates which Common objects populate which Customer Center pages and regions, as well as the Application Composer configuration pages where you can make user interface changes on those pages and regions.
Business Object |
Configuration Page in Application Composer |
Related Customer Center Page |
Related Customer Center Region |
---|---|---|---|
Trading Community Org Profile |
Edit Customer Quick Creation Form |
Create Customer page and also the Quick Create Customer page |
Customer Information region |
Trading Community Org Profile |
Edit Read Only Form |
Customer Profile |
Basic Information region |
Trading Community Org Profile |
Edit Details Form |
Customer Profile |
Customer Details region |
Trading Community Person Profile |
Edit Contact/Consumer Quick Creation Form |
Create Consumer page and also the Quick Create Consumer page |
No specific region |
Trading Community Person Profile |
Edit Read Only Form |
Consumer Profile |
Consumer Basic Information region |
Trading Community Person Profile |
Edit Details Form |
Consumer Profile |
Consumer Details region |
Trading Community Address |
Edit Detail Form |
Customer Profile |
Addresses region |
Trading Community Address |
Edit Detail Form |
Contact Profile |
Addresses region |
Trading Community Address |
Edit Detail Form |
Consumer Profile |
Addresses region |
Trading Community Org Contact |
Edit Creation Form |
Create Customer page and also the Quick Create Customer page |
Contact Information region |
Trading Community Org Contact |
Edit Creation Form |
Create Contact page and also the Quick Create Contact page |
No specific region |
Trading Community Org Contact |
Edit Read Only Form |
Contact Profile |
Basic Information region |
Trading Community Org Contact |
Edit Contact Details Form |
Contact Profile |
Contact Details region |
Trading Community Org Contact |
Edit Summary Table |
Contact Profile |
Contacts region (also known as the Contacts List) |
The Oracle Fusion Customer Center objects that are associated with Customer Center pages are:
Sales Account
Sales Account Resource (child of the Sales Account)
This table indicates which Customer Center objects populate which Customer Center pages and regions, as well as the Application Composer configuration pages where you can make user interface changes on those pages and regions.
Business Object |
Configuration Page in Application Composer |
Related Customer Center Page |
Related Customer Center Region |
---|---|---|---|
Sales Account |
Edit Creation Form |
Create Customer page and also the Quick Create Customer page |
New fields are added at the bottom of the page. |
Sales Account |
Edit Creation Form |
Create Consumer page and also the Quick Create Consumer page |
New fields are added at the bottom of the page. |
Sales Account |
Edit Details Form |
Customer Profile |
Sales Account region |
Sales Account |
Edit Details Form |
Consumer Profile |
Sales Account region |
Sales Account |
Edit Summary Table |
Overview, then Summary tab |
Sales Accounts region (also known as the Sales Account List) |
Sales Account |
Not applicable. Custom fields are automatically available from the list of additional fields. |
Real-Time Search: Customers page |
Search region, by way of Advanced Search, then Add Fields |
Sales Account |
Edit Regional Panes |
Customer Work Area |
Panes in the regional area |
Sales Account Resource (child object to the Sales Account) |
Edit Summary Table |
Edit Customer: Sales Account Team page |
Team Members region |
To add custom fields to the Customer Center pages listed in the tables above, use the Application Composer's various configuration pages. You access the configuration pages in the Application Composer from each object's Pages Overview page. Before you access the configuration pages, you must have already created your custom fields using the Application Composer.
To access the Pages Overview page:
Select either the Common or Customer Center application on the main Overview page.
In the object tree, select the object you want to customize.
Select the Pages node.
On the Pages Overview page, select the configuration page hyperlink related to the Customer Center page that you want to customize.
The customizations that you can make in Customer Center also include the creation of reports. This type of customization does not involve the creation of new fields or objects within the Application Composer. Instead, create a report using BI Answers, save the report to the Resource Catalog, and then use Oracle Composer to add the report to two pages: the Customer Snapshot and the Customer Overview, Analysis tab.
Note
The reports that you add to the Customer Snapshot are within the context of a single customer, because you view a single customer when viewing the Snapshot. The reports that you add to the Analysis tab on the Customer Overview provide context across multiple customers, because you are viewing multiple customers on the Analysis tab.
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 |