Browser version scriptSkip Headers

Oracle® Fusion Applications Sales Implementation Guide
11g Release 6 (11.1.6)
Part Number E20373-06
Go to Documentation Home
Home
Go to contents  page
Contents
Book<br />List
Book
List
Go to Feedback page
Contact
Us

Go to previous page
Previous
Go to previous page
Next
PDF

36 Define Extensions for Sales

This chapter contains the following:

Define Custom Enterprise Scheduler Jobs

Managing List of Values Sources: Highlights

Customization and Sandboxes

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

Define Custom Enterprise Scheduler Jobs

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

Global Page Template

Customization Manager

Sandboxes

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 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

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

Oracle Fusion Customer Center

Using the Customer Center application container in the Application Composer, you can:


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

Oracle Fusion Marketing

Using the Marketing application container in the Application Composer, you can:


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

Oracle Fusion Sales

Using the Sales application container in the Application Composer, you can:


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

Oracle Fusion Sales Catalog

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

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 Oracle Fusion Customer Center Pages: Explained

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.

Customizing Oracle Fusion Customer Center Pages Using the Application Composer

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.

Oracle Fusion Common CRM Objects

The Oracle Fusion Common CRM objects that are associated with Customer Center pages are:

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)

Oracle Fusion Customer Center Objects

The Oracle Fusion Customer Center objects that are associated with Customer Center pages are:

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

Using the Pages Overview Page

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:

  1. Select either the Common or Customer Center application on the main Overview page.

  2. In the object tree, select the object you want to customize.

  3. Select the Pages node.

  4. On the Pages Overview page, select the configuration page hyperlink related to the Customer Center page that you want to customize.

Adding Custom Reports Using Oracle Composer

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.

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.

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