11 Oracle Fusion Customer Center Extensibility

Oracle Fusion Customer Center Extensibility : Overview

• Each Customer Center object, and how to extend those objects using Oracle Fusion CRM Application Composer

• Which Oracle Fusion Common CRM objects are associated with Customer Center pages

• How to customize Customer Center pages using Page Composer

Customizing Oracle Fusion Customer Center Pages : Explained

Customizing Oracle Fusion Customer Center Pages Using Application Composer

In general, every top-level CRM object has a work area, which includes an overview page, a creation page, and a details page. When you make changes to the object, those changes can be reflected in the object's associated work area. Customer Center, however, is unique in that its user interface pages do not include the traditional work area combination of overview page, creation page, and details page. Instead, Customer Center has a series of tree nodes that, when selected, display user interface pages, and even a single page can be associated with multiple business objects.

This table lists Customer Center pages, and the related objects that you can access in Application Composer to customize those pages.

Oracle Fusion Common CRM Objects

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

• Trading Community Org Profile

• Trading Community Person Profile

• Trading Community Address

• Trading Community Org Contact

This table indicates which Common objects populate which Customer Center pages and regions, as well as Application Composer configuration pages where you can make user interface changes on those pages and regions.

Oracle Fusion Customer Center Objects

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

• Sales Account

• Sales Account Resource (child of the Sales Account)

This table indicates which Customer Center objects populate which Customer Center pages and regions, as well as Application Composer configuration pages where you can make user interface changes on those pages and regions.

Using the Pages Overview Page

To add custom fields to the Customer Center pages listed in the tables above, use Application Composer's various configuration pages. You access the configuration pages in Application Composer from each object's Pages Overview page. Before you access the configuration pages, you must have already created your custom fields using Application Composer.

To access the Pages Overview page:

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

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

3. Select the Pages node.

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

Adding Custom Reports Using Page Composer

The customizations that you can make in Customer Center also include the creation of reports. This type of customization does not involve the creation of fields or objects within Application Composer. Instead, create a report using BI Answers, save the report to the Resource Catalog, and then use Page Composer to add the report to two pages: the Customer Snapshot and the Customer Overview, Analysis tab.

Customizing Customer Center and Work Area Using Page Composer : Explained

.

1. Navigate to the Customers work area.

2. Click the Administration global menu.

3. Select Customize Workarea Pages.

In the Customers work area and pages, you can perform customizations for the enabled components in the following modes:

• Design mode

• Direct Selection mode

Customization Tasks in Design Mode

In the Customers work area and pages, in Design mode for enabled components on the Site and Job Role layers, you can perform the following customization tasks:

• Change the default saved search.

• Edit saved searches.

• Add or remove predefined content from the Customers Analytics subtab.

  See "Adding Custom Reports" below.

• Manage the Customers tree: hide or show nodes, change the default node, expand or collapse nodes, hide or show the Snapshot Details region.

• Add or remove predefined content to or from the Add Content to the Customers Snapshot page.

  See "Adding Custom Reports" below.

• Customize list of values (LOV) default values, for example, in the Regional Search region.

Customization Tasks in Direct Selection mode

In Direct Selection mode for enabled components, you can perform the following customization tasks:

• Manage the Customers tree.

• Hide or show fields.

• Change field labels.

• Make a field required.

• Make a field read-only or updateable.

• Reorder fields in a form.

• Reorder table columns.

• Hide or show table columns.

• Set the width and minimum width for a table column in percent or pixels.

• Enable or disable column sorting.

• Edit fields within lists.

Adding Custom Reports

The customizations that you can make in Customer Center also include the creation of reports. Create a report using BI Answers, save the report to the Resource Catalog, and then use Page Composer to add the report to two pages: the Customer Snapshot and the Customer Overview, Analysis tab.

Customizing Oracle Fusion Customer Center Using Page Composer : Worked Example

This example covers the following scenarios:

• Making a Form Field Read-only for a Specific Role

• Hiding a Table Column for All Users Using Design Mode

• Removing a Table Column from the View Menu for All Users Using Direct Selection Mode

• Changing the Column Label for All Users in Direct Selection Mode

• Changing the Column Width for All Users in Direct Selection Mode

• Customizing Customer Center Tree Nodes

Making a Form Field Read-only for a Specific Role

In the Customer Profile page, Customer Details region, make the customer Name field read-only for users with the Sales Representative job role.

1. Sign in with the Sales Administrator job role.
2. Navigate to the Customers work area.
3. Drill down to the Edit Customer <Customer Name> Profile page for any customer.

   Important

   Before making changes using Page Composer, confirm that you are working in the correct sandbox. If not, create a sandbox before making your changes.

4. In the Customize Customers Pages dialog box, select the Job Role layer.
5. Choose Sales Representative from the list.
6. Click OK.

   Page Composer opens in design mode.

7. Click Select.

   The Direct Selection mode opens.

8. Mouse-over the Name field in the Customer Details region.

   The field is outlined automatically with a light blue border.

9. Click the Name field.

   The Edit property panel opens.

10. Click Edit Component.

    The Component Properties: Name dialog box opens.

11. Select Read-Only.
12. Click OK and validate your changes:
13. Verify your changes:
14. Click Close.

    1. Sign out of Oracle Applications.

    2. Sign in to Oracle Applications as a sales representative.

    3. Navigate to the Customers page and confirm your changes.

15. When you are ready to commit your customizations to the back end, publish your sandbox according to your organization's established practices.

Hiding a Table Column for All Users Using Design Mode

Hide the Sales Account Owner column in the Sales Account Search Results table in the Customers Summary page.

1. Sign in with the Sales Administrator job role.
2. Navigate to the Customers work area.

   The Overview, Summary Page and the Sales Account Search region opens.

   Important

   Before making changes using Page Composer, confirm that you are working in the correct sandbox. If not, create a sandbox before making your changes.

3. Click Administration.
4. In the Customize Customers Pages dialog box, select the Site layer and click OK.

   The page opens in Page Composer design mode.

5. To uncheck and hide this column for all users, click the table View menu and select Columns Sales Account Owner.

   The Sales Account Owner column no longer appears in the Sales Account Search Results table.

   Note

   Individual users can optionally use the View menu to display this column for themselves through personalization.

6. Validate your changes:

   1. Click Closeto sign out of the Page Composer.

   2. Sign out of Oracle Applications.

   3. Sign in to Oracle Applications with any job role.

   4. Navigate to the Customers Summary page.

   5. Confirm you changes.

   The Sales Account Owner column no longer appears in the Sales Account Search Results table.

7. When you are ready to commit your customizations to the back end, publish your sandbox according to your organization's established practices.
8. Follow the same process to display a column that is hidden by default.

Removing a Table Column from the View Menu for All Users Using Direct Selection Mode

Remove the Registry ID column from the Sales Account Search Results table.

Changing the Column Label for All Users in Direct Selection Mode

Change the label text for the Sell-to Address column in the Sales Account Search Results table in the Customers Summary page.

Changing the Column Width for All Users in Direct Selection Mode

In the Sales Account Search Results table, Customers Summary page, change the width of the Named Sales Account column to 120.

Customizing Customer Center Tree Nodes

Make the Customer Snapshot page the default node in Customer Center for users with the Sales Representative job role.

Extending Simplified Pages for Customers : Explained

The pages that are available for extensibility using Application Composer are listed below, and are described in this topic.

• Customers overview table

• Create Customer page

• Edit Customer page (Profile page)

• Create Consumer page

• Edit Consumer page (Profile page)

Note that these pages are not extensible:

• Customer Overview page

• Consumer Overview page

Customers Overview Table

You can extend the following items in the Customers overview table:

• Hide or show existing fields that belong to the Sales Account object.

• Reorder columns.

• Change column labels.

• Add custom fields (all types), using the Sales Account object.