Oracle® Fusion
Applications Customer Data Management Implementation Guide 11g Release 6 (11.1.6) Part Number E20433-06 |
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This chapter contains the following:
Define Custom Enterprise Scheduler Jobs
FAQs for Define Extensions for Customer Data Management
Oracle Enterprise Scheduler jobs are run in Oracle Fusion Applications to process data and, in some cases, to provide report output. A job definition contains the metadata that determines what the job does and what options are available to users who run the job. You can create and maintain job definitions for use in Oracle Fusion Applications.
Managing job definitions is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including job definitions, from Oracle Enterprise Manager Fusion Applications Control. You can also access job definitions by starting in the Setup and Maintenance Overview page and searching for the Enterprise Scheduler job tasks for your applications.
Each Enterprise Scheduler job definition task uses one Java EE application, which is referenced in the task name. You must use the right task because, to access the product job definition that you want to view or work on, the view objects must be contained in the application. If you do not select the right task, then the job definition will not be displayed properly or function correctly. The application name is usually the same as the product that the job definition belongs to, but not always.
A list of values source for Oracle Enterprise Scheduler job definitions determines where a list of values comes from and what the specific values are. These lists of values are used in parameters and user properties of job definitions. For example, you can use a source of country values for a Country job parameter.
Managing list of values sources is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including list of values sources, from Oracle Enterprise Manager Fusion Applications Control. You can also access list of values sources by starting in the Setup and Maintenance Overview page and searching for Enterprise Scheduler job tasks.
You can customize dashboards and some work areas, where available, for all or some users based on a selected customization layer, for example only for users in a specific country or with a specific job role. When you select to customize a page from the Administration menu in the global area, you invoke Oracle Composer, which enables the customization. The Administration menu is only available if you have appropriate roles.
From the same menu, you can also:
Customize the global area.
Access the Customization Manager, which displays a list of components in the current page and details about the layers in which each component is customized.
Access sandboxes from the Administration menu, to make customizations to a runtime use session before deploying your changes to the mainline.
Customizing pages using Oracle Composer, the Customization Manager, and sandboxes are described in the Oracle Fusion Applications Extensibility Guide.
You can customize most pages in Oracle Fusion CRM using Oracle Composer. To access Oracle Composer, navigate to one of the pages available for customization and select to customize the page from the Administration menu in the global area.
When you select to customize a page from the Administration menu in the global area, you launch Oracle Composer.
The customizations that you make are applied based on your layer selection:
Site
Your customizations are visible to all users.
Job Role
Your customizations are visible to users who have the selected job role.
External or Internal
Depending on your selection, your customizations are visible to either external or internal users. External users could be your partners or anonymous users. Internal users could be your employees.
Note
Users can customize their own dashboard pages by selecting Edit Current Page from the Personalization menu. Such customizations are visible only to the user who made the change.
Oracle Composer uses two different modes of Design View. The first mode, Design View: Standard mode, is selected by default in all CRM pages when opening a page with Oracle Composer with the Design tab selected. The second mode, Design View: Direct Selection mode, is activated when you click the Select tab for the UI page you want to customize.
With the Design View: Direct Selection mode, you can select and edit UI components such as form fields and table columns. In Direct Selection mode, selectable UI components become apparent when you move your cursor over the UI component. Selectable UI components are highlighted and can be edited. In CRM, Direct Selection mode is available when you customize pages, but not when you personalize a dashboard page.
Examples of UI components exposed in Design View: Direct Selection mode are:
Fields (for example an input text field)
Show component (boolean attribute)
Read only (boolean attribute)
Required (boolean attribute)
Label
UI container (for example, form container)
Show or hide child components (for example, fields in the form)
Reorder child components (for example, reorder fields in a form)
UI components can be protected from update to preserve the product business logic (for example, a field is read only or not based on a security privilege already defined in the application). If protected from update, the UI components are grayed out and cannot be changed.
This table describes how you can use each mode of Oracle Composer to customize dashboard pages and other select pages*.
Customization Tasks |
Design View - Standard mode |
Design View - Direct Selection mode |
---|---|---|
Add content (Business Intelligence reports, CRM portlets such as Calendar) |
Yes |
No |
Delete region |
Yes |
No |
Move region |
Yes |
No |
Change page layout (for example, change a two column layout to three column layout) |
Yes |
No |
*Examples of such pages are: Partner Public Profile page, Partner Landing page, Partner Registration page, Opportunity Overview, Customer Snapshot node, and Overview Analysis tab.
This table describes how you can use each mode of Oracle Composer to customize transactional pages (all other non-dashboard pages).
Customization Tasks |
Design View - Standard mode |
Design View - Direct Selection mode |
---|---|---|
Default region state (open or close) |
Yes |
No |
Manage saved searches (create and edit) |
Yes |
No |
Hide or show field |
No |
Yes |
Change field label |
No |
Yes |
Make field required or not |
No |
Yes |
Make field read-only or updateable |
No |
Yes |
Reorder fields in a form |
No |
Yes |
Reorder table columns |
Yes |
Yes |
Hide or show table columns |
Yes (end users can optionally display columns at runtime) |
Yes (end users cannot display columns at runtime) |
Set table column width with the mouse |
Yes |
No |
Set table column width and minimum width in percent or pixels |
No |
Yes |
Make column sortable or not |
No |
Yes |
The following are examples of job roles that must be assigned to you before you can make customizations using Oracle Composer:
Application |
Duty Role |
Job Role |
---|---|---|
CDH |
Master Data Management Application Administrator |
Master Data Management Application Administrator |
Sales Catalog |
Sales Catalog Administrator Duty |
Sales Catalog Administrator |
Sales |
Sales Administrator Duty |
Sales Administrator |
Marketing |
Marketing Operations Manager Duty |
Marketing Operations Manager |
PRM |
Channel Administrator Duty |
Channel Administrator |
PRM |
Channel Partner Portal Administrator Duty |
Channel Partner Portal Administrator |
Contact your security administrator for details.
You can customize a variety of pages and regions 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:
Trading Community Address
Trading Community Customer Contact Profile
Trading Community Group Profile
Trading Community Organization Profile
Trading Community Person Profile
Trading Community Relationship
Trading Community Resource Profile
Note
Some of these objects are also documented in the related topic, Customizing Oracle Fusion Customer Center Pages: Explained.
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 Address Summary Table |
|
Edit Person Quick Creation Region |
|
Edit Organization Quick Creation Region |
|
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:
To define country-specific address formats, different labels for address elements, set address elements as required, and so on, use the Manage Address Formats task in the Setup and Maintenance work area.
To enable the list of values and validation for each country, use the Manage Geographies task in the Setup and Maintenance work area.
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 |
|
Edit Contact Summary Table |
|
Edit Contact Read-Only Region |
|
Edit Contact Details Region |
|
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 |
|
Edit Group Update Form |
|
Edit Group Create Form |
|
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 |
|
Edit Organization Quick Creation Region |
|
Edit Organization Read-Only Region |
|
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 |
|
Edit Person Details Region |
|
Edit Person Quick Creation Region |
|
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 Relationship Creation Region |
|
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 |
|
Edit Search Region for the Workarea Summary Table |
|
The Oracle Fusion CRM Application Composer provides a series of task flows which let you customize and extend an Oracle Fusion CRM application according to the needs of your users. For example, you can create fields for an existing standard object, and expose those new fields on the object's work area. Or, create a brand new custom object and related fields, then create a work area where that object and its fields are exposed to users. The task flows available to you are dependent upon the CRM application that you are customizing. This topic provides an overview of which CRM Application Composer task flows are available for use in each CRM application.
This topic addresses extensibility for these CRM applications:
Oracle Fusion Common CRM
Oracle Fusion Customer Center
Oracle Fusion Marketing
Oracle Fusion Sales
Oracle Fusion Sales Catalog
You can also refer to the product-specific implementation guides to learn more about how a particular application works with the Application Composer.
Using the Common application container in the Application Composer, you can complete the tasks listed in the tables below.
This includes Master Data Management (MDM) and Common Party User Interface (CPUI) objects.
Note
You cannot create custom objects using the Common application container in the Application Composer.
Customization Task Flow |
Task |
Interaction |
Note |
---|---|---|---|
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 |
Using the Customer Center application container in the Application Composer, you can:
Create custom objects
Complete the tasks listed in the table below for standard objects.
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 |
Using the Marketing application container in the Application Composer, you can:
Create custom objects
Complete the tasks listed in the tables below for standard objects.
Customization Task Flow |
Custom Object |
Sales Lead Version 2 |
Marketing Campaign |
Marketing Budget Version 2 |
Marketing List |
Marketing Treatment |
---|---|---|---|---|---|---|
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 |
Using the Sales application container in the Application Composer, you can:
Create custom objects
Complete the tasks listed in the tables below for standard objects.
Customization Task Flow |
Custom Object |
Opportunity |
Sales Competitor |
Sales Reference Customer SDO |
Opportunity Contact |
---|---|---|---|---|---|
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 |
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 |
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, such as non-flexfield UI page customizations
Data security
Generated flexfields business components
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.
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.
You can create a sandbox for data security testing, or designate an existing sandbox to become enabled for data security testing.
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.
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 |