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Oracle® Fusion Applications Customer Data Management Implementation Guide
11g Release 6 (11.1.6)
Part Number E20433-06
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30 Define Extensions for Customer Data Management

This chapter contains the following:

Define Custom Enterprise Scheduler Jobs

Customization and Sandboxes

FAQs for Define Extensions for Customer Data Management

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 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.

Oracle Fusion Common CRM Objects: Explained

You can customize a variety of pages and regions throughout Oracle Fusion CRM using the Oracle Fusion CRM Application Composer. The Application Composer lets you create custom fields and objects for a specific CRM application, which you then add for display at runtime. Objects can be standard or custom, and are attached to a specific application container, such as Oracle Fusion Marketing or Oracle Fusion Sales. Oracle Fusion Common CRM objects, however, are unique in that the customizations you make to these objects can be displayed in a variety of CRM applications, and in a variety of pages and regions, at runtime. This topic provides an overview of each Common CRM object that is part of the Trading Community Foundation. (This topic does not address the common component objects which are also listed within the Common CRM application container: the interaction, note, and task objects.)

The Trading Community Foundation Common CRM standard objects that you can extend are:

Note

Some of these objects are also documented in the related topic, Customizing Oracle Fusion Customer Center Pages: Explained.

Trading Community Address

The Trading Community Address object is an intersection object that stores a reference to a physical location/address, as well as a reference to a trading community organization, person, or group. Any extensions to this object are available for display in customer, contact, partner, and resource address user interfaces within Oracle Fusion CRM applications.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Address object.

This table indicates, for the Trading Community Address object, which Application Composer configuration page lets you populate which page or region with your application customizations.


Configuration Page in Application Composer

Related Page or Region

Edit Address Creation Region

  • Edit Customer - Address Create region in Customer Center

  • Edit Contact - Address Create region in Customer Center

  • Edit Partner Profile - Address Create region in Partner Center

  • Edit Partner - Partner Members - Address Create region within Partner Center

Edit Address Summary Table

  • Edit Customer - Addresses region in Customer Center

  • Edit Contact - Addresses region in Customer Center

  • Edit Partner Profile - Address region in Partner Center

  • Edit Partner - Partner members - Address region within Partner Center

Edit Person Quick Creation Region

  • Consumer Create region within Customer Center

  • Contact Create region within Customer Center

  • Person Create region within Customer Hub

Edit Organization Quick Creation Region

  • Customer Create region within Customer Center

  • Organization Create region within Customer Hub

Note

Oracle Fusion CRM has provided multiple configuration capabilities for the Address object. Accordingly, do not use the Application Composer for these types of customizations:

Trading Community Customer Contact Profile

The Trading Community Customer Contact Profile object stores all intrinsic information for all customer contact persons, in the context of the contact's relationship with a customer. For extensions specific to a customer contact relationship, use this object. By contrast, a standalone contact in Oracle Fusion CRM is a contact not tied to any customer and cannot be extended using this object. Instead, for extensions that apply to all person parties, use the Trading Community Person Profile object.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Customer Contact Profile object.

This table indicates, for the Trading Community Customer Contact Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.


Configuration Page in Application Composer

Related Page or Region

Edit Person Quick Creation Region

  • Consumer Create region within Customer Center

  • Contact Create region within Customer Center

Edit Contact Summary Table

  • Edit Customer - Contacts table in Customer Center

  • Edit Partner - Members table in Partner Center

Edit Contact Read-Only Region

  • Edit Contact - Basic Information region in Customer Center

Edit Contact Details Region

  • Edit Customer: Contact Details within Customer Center

  • Edit Organization: Relationships within Customer Hub

  • Edit Partner - Partner Members - Person Details region within Partner Center

Trading Community Group Profile

The Trading Community Group Profile object stores all intrinsic information for all groups within the trading community of the deploying company. In Oracle Fusion CRM, groups could be customers of the deploying company. The Trading Community Group Profile object is a generic profile that is applicable to all types of groups in the system. The Sales Account object is applicable only to those groups that are sales accounts. The Group Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Note

Extend this object only when your customization is required for all groups within your trading community.

In Oracle Fusion CRM, groups are available as customers, so any extensions to this object are available for display in the Customer pages. Generic group extensions are also visible from the Oracle Fusion Customer Hub application in the Groups work area. Extensions are not available for display in Customer Center.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Group Profile object.

This table indicates, for the Trading Community Group Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.


Configuration Page in Application Composer

Related Page or Region

Edit Summary Table

  • Oracle Fusion Customer Hub application in the Groups work area

Edit Group Update Form

  • Oracle Fusion Customer Hub application in the Groups work area

Edit Group Create Form

  • Oracle Fusion Customer Hub application in the Groups work area

Trading Community Organization Profile

The Trading Community Organization Profile object stores all intrinsic information for all organizations within the trading community of the deploying company. Examples of organizations from a CRM perspective are customers (including sales prospects and external legal entities), competitors, and partners. To specifically extend customer or partner objects, use the Sales Account object (under the Customer Center application container) or the Partner object (under the Sales application container). (The Trading Community Organization Profile object is a generic profile that is applicable to all types of organizations in the system. The Sales Account object is applicable only to those organizations that are sales accounts.) Since Prospect and Legal Entity customers don't have separate profiles, you can extend these customers only by using the Trading Community Organization Profile object. The Organization Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Note

Extend this object only when your customization is required for all organizations within your trading community.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic organization extensions are also visible from the Oracle Fusion Customer Hub application in the Organization work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Organization Profile object.

This table indicates, for the Trading Community Organization Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.


Configuration Page in Application Composer

Related Page or Region

Edit Organization Details Region

  • Customer Details region within Customer Center

  • Organization Details region within Customer Hub

  • Competitor Summary region within Sales

Edit Organization Quick Creation Region

  • Customer Create region within Customer Center

  • Organization Create region within Customer Hub

Edit Organization Read-Only Region

  • Basic Information Region within Customer Center

  • Basic Organization Information Region within Customer Hub

Trading Community Person Profile

The Trading Community Person Profile object stores all intrinsic information for all persons within the trading community of the deploying company. Examples of persons from a CRM perspective are customers (also called consumers), contacts, internal employee resources, and partner members. To extend the customer contact relationship, use the Trading Community Customer Contact Profile object. To extend internal resources, use the Trading Community Resource Profile object. To extend person customers (also called consumers), use the Sales Account object (under the Customer Center application container). (The Trading Community Person Profile object is a generic profile that is applicable to all types of persons in the system. The Sales Account object is applicable only to those persons who are sales accounts.) The Person Profile object is a date effective entity, which means that every change or update that happens to any attribute of the object causes a new record to be created in the object with effective start and end dates. This maintains the profile history information for the object.

Note

Extend this object only when your customization is required for all persons within your trading community.

Any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Person Profile object.

This table indicates, for the Trading Community Person Profile object, which Application Composer configuration page lets you populate which page or region with your application customizations.


Configuration Page in Application Composer

Related Page or Region

Edit Person Read-Only Region

  • Basic Information region within Customer Center (for Consumer or Person customer)

  • Contact Basic Information within Customer Center

  • Basic Person Information region within Customer Hub

Edit Person Details Region

  • Customer Details region within Customer Center (for Consumer or Person customer)

  • Manage Contacts: Contact Details within Customer Center

Edit Person Quick Creation Region

  • Consumer Create region within Customer Center

  • Contact Create region within Customer Center

  • Person Create region within Customer Hub

Trading Community Relationship

The Trading Community Relationship object stores all intrinsic relationship information for all kinds of relationships between parties. Use this object to add attributes specific to a relationship between any two parties.

Note

Though a customer contact is also a type of relationship, use the Trading Community Customer Contact Profile object for customer contact relationship-specific extensions. Use this Trading Community Relationship object to extend only non-contact types of relationships.

Relationship Profile pages are regions that are visible in the Customer Hub. Accordingly, any extensions to this object are available for display in various pages within Oracle Fusion CRM applications. Generic person extensions are also visible from the Oracle Fusion Customer Hub application in the Person work area.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Relationship object.

This table indicates, for the Trading Community Relationship object, which Application Composer configuration page lets you populate which page or region with your application customizations.


Configuration Page in Application Composer

Related Page or Region

Edit Relationship Summary Table

  • Edit Organization: Relationships within Customer Hub

  • Edit Person: Relationships within Customer Hub

  • Edit Group: Relationships within Customer Hub

  • Create Group: Group Members within Customer Hub

Edit Relationship Creation Region

  • Edit Organization: Relationships within Customer Hub

  • Edit Person: Relationships within Customer Hub

  • Edit Group: Relationships within Customer Hub

  • Create Group Members within Customer Hub

Trading Community Resource Profile

The Trading Community Resource Profile object defines users of the Oracle Fusion CRM application. They are either internal employee and contractor resources, or partner member resources. Use this object when specific extensions are required for persons in the system that are resources.

To display your extensions, such as custom fields, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the pages and regions listed below. You access the configuration pages in the Application Composer from the Pages node under the Trading Community Resource object.

This table indicates, for the Trading Community Resource object, which Application Composer configuration page lets you populate which page or region with your application customizations.


Configuration Page in Application Composer

Related Page or Region

Edit Details Region

  • The Resource Profile details page is available in the Resource Directory work area, or from the Manage Resources task in the Setup and Maintenance work area.

Edit Search Region for the Workarea Summary Table

  • The search region is available in the Resource Directory work area, under Search Resources.

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

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

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

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

Create or Edit Saved Search for a Parent Object

No

Yes

Yes

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 subtab

No

No

No

Create or Edit Context Link subtab

No

No

No

Create or Edit Common Component subtab

No

No

No

Create or Edit Web Content subtab

No

No

No

Create Mobile Pages

No

No

No

Create Tablet Pages

No

No

No

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

Create or Edit Object workflow

No

Yes

Yes

Create or Edit or Delete Field Updates

No

Yes

Yes

Create or Edit or Delete E-mail 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

Create or Edit or Delete E-mail Templates

No

Yes

Yes

Create or Edit a Relationship

No

No

No

Table (continued from above): Master Data Management (MDM) and Common Party User Interface (CPUI) objects


Customization Task Flow

Trading Community Organization Contact

Trading Community Resource Profile

Trading Community Organization Profile

Trading Community Person Profile

Trading Community Relationship

Trading Community Address

Trading Community Group Profile

Create or Edit Top Level Object

 

 

 

 

 

 

Not applicable

Create or Edit Child Object for Standard and Custom Parent Object

Yes

Yes

No

No

No

Yes

Not applicable

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

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

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

Create or Edit Saved Search for a Parent Object

No

Yes

No

No

No

No

Yes

Create, Update or Delete roles for Custom Object

 

 

 

 

 

 

Not applicable

Create, Update or Delete permissions for Custom Object

 

 

 

 

 

 

Not applicable

View APM roles defined across the applications for Custom Object

 

 

 

 

 

 

Not applicable

View or Edit policies defined for a role (Application Specific Custom Objects)

 

 

 

 

 

 

Not applicable

Create Work Area for a Custom Top Level Object

 

 

 

 

 

 

Not applicable

Add, Edit Custom or Standard fields to Local Search

No

Yes

No

No

No

No

Yes

Add, Edit Custom or Standard fields to Regional Search

No

No

No

No

No

No

No

Add, Edit Custom or Standard fields to Summary Table

Yes

Yes

No

No

Yes

Yes

Yes

Add or Edit Custom or Standard fields to Creation Page

Yes

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

Yes

Yes

No

No

Yes

Yes

Yes

Add Actions or Links to Summary Form

Yes

Yes

Yes

Yes

No

No

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 subtab

No

Yes

No

No

No

No

No

Create or Edit Context Link subtab

No

Yes

No

No

No

No

No

Create or Edit Common Component subtab

No

No

No

No

No

No

No

Create or Edit Web Content subtab

No

Yes

No

No

No

No

No

Create Mobile Pages

Yes

No

No

No

No

No

No

Create Tablet Pages

No

No

No

No

No

No

No

Create, Update and Delete a record in Standard or Custom object having custom text attribute

Yes

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

Yes

Create, Update and Delete a record in Standard or Custom object having custom Date attribute

Yes

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

Yes

Create, Update and Delete a record in Standard or Custom object having custom Percentage attribute

Yes

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

Yes

Create, Update and Delete a record in Standard or Custom object having custom Fixed Choice List attribute

Yes

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

Yes

Create, Update and Delete a record in Standard or Custom object having custom Long Text attribute

Yes

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

Yes

Find and get a record Standard or Custom object having custom attribute

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Create an action script that triggers a Web service

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Create, Edit or Save and Publish a Subject Area

No

Yes

Yes

Yes

No

No

No

Edit or Save republish a Subject Area

No

Yes

Yes

Yes

No

No

No

Create or Edit Object workflow

Yes

Yes

No

No

Yes

Yes

No

Create or Edit or Delete Field Updates

Yes

Yes

No

No

Yes

Yes

No

Create or Edit or Delete E-mail Notification

Yes

Yes

No

No

Yes

Yes

No

Create or Edit or Delete Outbound Message

Yes

Yes

No

No

Yes

Yes

No

Create or Edit or Delete Business-process Flow

Yes

Yes

No

No

Yes

Yes

No

Create or Edit or Delete Task Creation

No

No

No

No

No

No

No

Execute Object Workflow for all actions

Yes

Yes

No

No

Yes

Yes

No

Create or Edit or Delete E-mail Templates

Yes

Yes

No

No

Yes

Yes

No

Create or Edit a Relationship

Yes

Yes

No

No

No

Yes

No

Create, Edit, Delete Global Functions using groovy scripts

 

 

 

 

 

 

Yes

Generate Import and Export artifacts

 

 

 

 

 

 

Yes

Enable and Disable Application Script Logging

 

 

 

 

 

 

Yes

Oracle Fusion Customer Center

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


Customization Task Flow

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

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

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

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

Create or Edit Saved Search for a Parent Object

 

 

 

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 subtab

Yes

No

Create or Edit Context Link subtab

Yes

No

Create or Edit Common Component subtab

Yes

No

Create or Edit Web Content subtab

Yes

No

Create Mobile Pages

No

Create Tablet Pages

No

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

Create or Edit or Save and Publish a Subject Area

 

No

 

Edit or Save republish a Subject Area

 

No

 

Create or Edit Object workflow

Yes

Yes

Yes

Create or Edit or Delete Field Updates

Yes

Yes

Yes

Create or Edit or Delete E-mail 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

Create or Edit or Delete E-mail Templates

Yes

Yes

Yes

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

Create or Edit Top Level Object

Yes

 

 

 

 

 

Create or Edit Child Object for Standard and Custom Parent Object

Yes

Yes

No

Yes

No

No

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

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

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

Create or Edit Saved Search for a Parent Object

Yes

Yes

Yes

Yes

Yes

Yes

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 subtab

Yes

Yes

No

Yes

No

No

Create or Edit Context Link subtab

Yes

Yes

No

Yes

No

No

Create or Edit Common Component subtab

No

No

No

No

No

No

Create or Edit Web Content subtab

Yes

Yes

No

Yes

No

No

Create Mobile Pages

No

No

No

No

No

No

Create Tablet Pages

No

No

No

No

No

No

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

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

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 E-mail 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

Create or Edit or Delete E-mail Templates

Yes

Yes

Yes

Yes

Yes

Yes

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

Create or Edit Top Level Object

 

 

 

 

 

 

 

Create or Edit Child Object for Standard and Custom Parent Object

No

No

Yes

No

No

Yes

Yes

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

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

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

Create or Edit Saved Search for a Parent Object

No

No

Yes

No

Yes

Yes

Yes

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 subtab

No

No

Yes

No

No

Yes

Yes

Create or Edit Context Link subtab

No

No

Yes

No

No

Yes

Yes

Create or Edit Common Component subtab

No

No

No

No

No

No

No

Create or Edit Web Content subtab

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

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

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

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 E-mail 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

Create or Edit or Delete E-mail Templates

Yes

Yes

Yes

Yes

Yes

Yes

Yes

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

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

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

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

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

Create or Edit Saved Search for a Parent Object

No

No

Yes

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 subtab

No

No

No

Create or Edit Context Link subtab

No

No

No

Create or Edit Common Component subtab

No

No

No

Create or Edit Web Content subtab

No

No

No

Create Mobile Pages

No

No

No

Create Tablet Pages

No

No

No

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

Create or Edit or Save and Publish a Subject Area

No

No

No

Edit or Save republish a Subject Area

No

No

No

Create or Edit Object workflow

No

Yes

No

Create or Edit or Delete Field Updates

No

Yes

No

Create, Edit or Delete E-mail 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

Create or Edit or Delete E-mail Templates

No

Yes

No

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

Create or Edit Top Level Object

Yes

 

 

 

 

Create or Edit Child Object for Standard and Custom Parent Object

Yes

Yes

Yes

Yes

No

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

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

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

Create or Edit Saved Search for a Parent Object

Yes

Yes

Yes

Yes

No

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

 

 

 

 

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 subtab

Yes

Yes

Yes

Yes

No

Create or Edit Context Link subtab

Yes

Yes

Yes

Yes

No

Create or Edit Common Component subtab

Yes

No

No

No

No

Create or Edit Web Content subtab

Yes

Yes

Yes

Yes

No

Create Mobile Pages

Yes

Yes

Yes

Yes

No

Create Tablet Pages

Yes

Yes

No

No

No

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

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

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 E-mail 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

Create, Edit or Delete E-mail Templates

Yes

Yes

Yes

Yes

No

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

Create or Edit Top Level Object

 

 

 

 

 

 

 

Create or Edit Child Object for Standard and Custom Parent Object

No

No

No

Yes

Yes

No

No

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

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

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

Create or Edit Saved Search for a Parent Object

No

No

No

Yes

Yes

No

No

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)

 

 

 

 

 

 

 

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 subtab

No

No

No

Yes

Yes

No

No

Create or Edit Context Link subtab

No

No

No

No

No

No

No

Create or Edit Common Component subtab

No

No

No

No

No

No

No

Create or Edit Web Content subtab

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

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

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

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 E-mail 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

Create, Edit or Delete E-mail Templates

No

No

No

Yes

Yes

No

No

Create or Edit a Relationship

No

No

No

Yes

Yes

No

No

Oracle Fusion Sales Catalog

Using the Sales Catalog application container in the Application Composer, you can complete the tasks listed in the table below.

Note

You cannot create custom objects using the Sales Catalog application container in the Application Composer.


Customization Task Flow

Product Group Details

Create or Edit Top Level Object

 

Create or Edit Child Object for Standard and Custom Parent Object

No

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

Create or Edit Action with Script (using groovy)

Yes

Create or Edit Action with URL

Yes

Create or Edit Links with URL

Yes

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

Create or Edit Saved Search for a Parent Object

No

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 subtab

No

Create or Edit Context Link subtab

No

Create or Edit Common Component subtab

No

Create or Edit Web Content subtab

No

Create Mobile Pages

No

Create Tablet Pages

No

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

Create, Edit or Save and Publish a Subject Area

No

Edit, Save republish a Subject Area

No

Create or Edit Object workflow

No

Create, Edit or Delete Field Updates

No

Create, Edit or Delete E-mail 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

Create, Edit or Delete E-mail Templates

No

Create or Edit a Relationship

No

Sandboxes: Highlights

Use a sandbox to commit customizations to a runtime use session for validation before deploying changes to the mainline. Administrators create and manage sandboxes. An active sandbox isolates changes from the mainline and other users.

Sandboxes can contain the following types of customization changes.

Metadata changes are captured in a metadata sandbox. Data security changes are additionally captured in a data security enabled sandbox. Changes to a flexfield are captured in a flexfield that is deployed as a single flexfield sandbox. Once you are ready to make sandbox changes available in the mainline, you either publish the metadata or data security sandbox, or deploy the flexfield. Only metadata and data security sandboxes can be downloaded as a sandbox file for import to another Oracle Fusion Applications instance.

The following table lists the differences among the types of sandboxes.


Type of Changes

Type of Sandbox

Method for Making Changes Available in Mainline

Downloadable?

Metadata

Sandbox

Publish sandbox

Yes

Data security

Sandbox enabled for data security changes

Publish sandbox

Yes

Flexfield

Flexfield deployed as a flexfield-enabled sandbox

Deploy flexfield

No

Only one sandbox can be active at a time. Changes made while a sandbox is active are captured in that sandbox.

For more information on using the Sandbox Manager, and customizing and securing pages, business objects, data, and custom objects in a sandbox, see the Oracle Fusion Applications Extensibility Guide.

Managing a Page Customization Sandbox

You can make metadata (MDS) type changes in a sandbox, including menu customizations, changes to the personalization menu, implicit ADF customizations, or changes made with Oracle Composer or CRM Application Composer.

Managing a Data Security Sandbox

You can create a sandbox for data security testing, or designate an existing sandbox to become enabled for data security testing.

Managing a Flexfield Sandbox

You create a flexfield-enabled sandbox by deploying one flexfield to a sandbox using the Manage Flexfield task flow. The flexfield sandbox gets its name from the flexfield you deploy. You cannot test two flexfields in the same sandbox. Once you deploy a flexfield as a sandbox, you must sign out and back in to view how the sandbox runtime reflects the flexfield changes, such as new segments. You can redeploy the same flexfield to the same sandbox repeatedly as you make incremental changes to the flexfield setup.

FAQs for Define Extensions for Customer Data Management

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