Oracle® Fusion Applications CRM Extensibility Guide 11g Release 7 (11.1.7) Part Number E20388-06

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5 Application Composer: Extending Simplified Pages

This chapter contains the following:

Extending Simplified Pages : Overview

Oracle Fusion CRM Simplified Pages: Explained

Extending Simplified Pages for Contacts : Explained

Extending Simplified Pages for Customers : Explained

Extending Simplified Pages for Leads : Explained

Extending Simplified Pages for Opportunities : Explained

Extending Simplified Pages for Leads using Oracle Fusion CRM Application Composer : Worked Example

Extending Simplified Pages for Opportunities Using Oracle Fusion CRM Application Composer : Worked Example

Extending Simplified Pages for Opportunities using Page Composer : Worked Example

1. Select an application on the main Overview page.

2. In the object tree, select a standard object that offers a set of simplified pages, such as Opportunity.

3. Select the Pages node.

   
   
   

4. Select the Simplified Pages tab.

5. Use the links on the tab to navigate to the object's configuration pages, where you can customize the simplified pages that are available for the selected object.

   For example, show or hide fields, rearrange fields, and add custom fields.

   Tip

   Changes that you make to a simplified page are not automatically replicated on the object's corresponding desktop page.

Note that you cannot add custom buttons and actions to this page.

Contact Detail Page (Profile Page)

You can extend the following items on the Contact detail page (Profile page):

• Hide or show existing fields that belong to the Trading Community Person Profile object.

• Reorder fields.

• Change display labels.

• Add custom fields (all types).

  Custom fields that you add to the Trading Community Person Profile object appear on the Contact detail page (Profile page), before the Contact Information region.

• Extend the Interactions subtab.

  In Application Composer, the Interaction object is available under the Common application.

Note that you cannot make changes to these components on the page:

• Subtab regions

  • Notes overview page

  • Tasks

  • Appointments

• Actions button

• Custom buttons and actions

You cannot create new subtabs.

Note that you cannot make changes to these components on the page:

• Show filter

• Search

• Actions menu (cannot add or hide and show)

• Custom column widgets:

  • Custom font size for Name

• Drilldown

• Custom buttons and actions

Create Customer Page

You can extend the following items on the Create Customer page:

• Hide or show existing fields that belong to the Trading Community Organization Profile and Sales Account objects.

• Reorder fields.

• Change field labels.

• Add custom fields (all types).

  • Custom fields that you add to the Trading Community Organization Profile object appear on the Create Customer page, before the addresses set of fields.

  • Custom fields that you add to the Sales Account object appears at the bottom of the page.

Note that you cannot add custom buttons and actions to this page.

Edit Customer Page (Profile Page)

These regions on the Edit Customer page (Profile page) are extensible:

• Basic Information region

  Use the Trading Community Organization Profile object in Application Composer to extend this region.

• Sales Account region

  Use the Sales Account object in Application Composer to extend this region.

• Sales Account Team subtab

  Use the Sales Account Resource object in Application Composer to extend this region. Then, navigate to the Pages node for the Sales Account object, and edit the Sales Account Team subtab in the Subtabs region.

You can extend the following items on the Edit Customer page (Profile page):

• Hide or show existing fields.

• Reorder fields.

• Change display labels.

• Add custom fields (all types).

Note that you cannot make changes to these components on the page:

• Subtab regions

  • Contacts

  • Opportunities

  • Leads

• Actions button

• Custom buttons and actions

• You cannot create new subtabs.

Create Consumer Page

You can extend the following items on the Create Consumer page:

• Hide or show existing fields that belong to the Trading Community Person Profile and Sales Account objects.

• Reorder fields.

• Change field labels.

• Add custom fields (all types).

  • Custom fields that you add to the Trading Community Person Profile object appear on the Create Consumer page, before the addresses set of fields.

  • Custom fields that you add to the Sales Account object appears at the bottom of the page.

Note that you cannot add custom buttons and actions to this page.

Edit Consumer Page (Profile Page)

These regions on the Edit Consumer page (Profile page) are extensible:

• Basic Information region

  Use the Trading Community Person Profile object in Application Composer to extend this region.

• Sales Account region

  Use the Sales Account object in Application Composer to extend this region.

• Sales Account Team subtab

  Use the Sales Account Resource object in Application Composer to extend this region. Then, navigate to the Pages node for the Sales Account object, and edit the Sales Account Team subtab in the Subtabs region.

You can extend the following items on the Edit Consumer page (Profile page):

• Hide or show existing fields.

• Reorder fields.

• Change display labels.

• Add custom fields (all types).

Note that you cannot make changes to these components on the page:

• Subtab regions

  • Opportunities

  • Leads

• Actions button

• Custom buttons and actions

You cannot create new subtabs.

Note that you cannot make changes to these components on the page:

• Show filter

• Leads: Date filter

• Search

• Actions menu (cannot add or hide and show)

• Custom column widgets:

  • Rank

  • Custom font size for Name

• Drilldown

• Embedded analytics

• Custom buttons and actions

Create Lead Page

You can extend the following items on the Create Lead page:

• Hide or show existing fields.

• Reorder fields.

• Change field labels.

• Add custom fields (all types).

Note that you cannot add custom buttons and actions to this page.

Edit Lead Page (Summary Page)

These regions on the Edit Lead page (Summary page) are extensible:

• Edit Lead region

• Basic Qualification region

• Contacts subtab

  In Application Composer, add custom fields to the Sales Lead Contacts object. Then, navigate to the Pages node for the Sales Lead Version 2 object, and edit the Contacts subtab in the Leads tabs component region.

• Sales Team subtab

  In Application Composer, add custom fields to the Sales Lead Resorces object. Then, navigate to the Pages node for the Sales Lead Version 2 object, and edit the Sales Team subtab in the Leads tabs component region.

• Notes subtab

  In Application Composer, the Note object is available under the Common application.

• Interactions subtab

  In Application Composer, the Interaction object is available under the Common application.

You can extend the following items on the Edit Lead page (Summary page):

• Hide or show existing fields.

• Reorder fields.

• Change display labels.

• Add custom fields (all types).

Note that you cannot make changes to these components on the page:

• Products table region

• Subtab regions

  • Full Qualification

  • Notes overview page

  • Tasks

  • Appointments

• Actions button

• Custom buttons and actions

You cannot create new subtabs.

Note that you cannot make changes to these components on the page:

• Show filter

• Search

• Actions menu (cannot add or hide and show)

• Custom column widgets:

  • Win Probability

  • Custom font size for Name

• Drilldown

• Embedded analytics

• Custom buttons and actions

Create Opportunity Page

You can extend the following items on the Create Opportunity page:

• Hide or show existing fields.

• Reorder fields.

• Change field labels.

• Add custom fields (all types).

• Add custom fields to the Revenue Items table.

  In Application Composer, add custom fields to the Opportunity Revenue object, and then use the Edit Revenue Table configuration page available for the Opportunity object, under the Pages node.

Note that you cannot add custom buttons and actions to this page.

Edit Opportunity Page

These regions on the Edit Opportunity page are extensible:

• Opportunity region

• Revenue Items table

  In Application Composer, add custom fields to the Opportunity Revenue object, and then use the Edit Revenue Table configuration page available for the Opportunity object, under the Pages node.

• Opportunity Contacts subtab

  In Application Composer, add custom fields to the Opportunity Contact object. Then, navigate to the Pages node for the Opportunity object, and edit the Contacts subtab in the Opportunity Detail Tab region.

• Opportunity Team subtab

  In Application Composer, add custom fields to the Opportunity Team object. Then, navigate to the Pages node for the Opportunity object, and edit the Team subtab in the Opportunity Detail Tab region.

• Notes subtab

  In Application Composer, the Note object is available under the Common application.

• Interactions subtab

  In Application Composer, the Interaction object is available under the Common application.

This figure shows the Edit Opportunity page.

You can extend the following items on the Edit Opportunity page:

• Hide or show existing fields.

• Reorder fields.

• Change display labels.

• Add custom fields (all types).

Note that you cannot make changes to these components on the page:

• Subtab regions

  • Notes overview page

  • Tasks

  • Appointments

• Appointments/Task region on Profile page

• Actions button

• Custom buttons and actions

• You cannot create new subtabs.

1. Navigate to Application Composer and select Marketing from the Application list. Select Lead from the Objects panel.

   This figure shows the Sales Lead Overview page in Application Composer.

   
   
   
2. Under the Lead object, select the Fields link.

   This figure shows the Sales Lead Overview page with the Fields object selected for a Lead.

   
   
   
3. Click the New button and, in the Select Field Type window, select Checkbox.

   This figure shows the Select Field Type window with the Checkbox option selected.

   
   
   
4. In the Create Checkbox Field page, enter "Strategic Deal" as the Display Name. Leave the rest of the fields with their default values.

   This figure shows the Create Checkbox Field page.

   
   
   
5. Click Save and Close.
6. Now augment this check box with a Groovy script. When the user attempts to save a record with the check box selected, then the script checks if the deal size is greater than 1000. If the deal size is less than 1000, then the script displays an error and the lead is not saved.

   Here is the Groovy logic that you can use:

   def retVal
   if (StrategicDeal_c == 'Y')
   {
    if (DealAmount >= 1000)
    {
      retVal = true
    }
    else 
    {
      retVal = false
    }   
   }
   
   if (StrategicDeal_c
    == null || StrategicDeal_c
    == 'N')
   {
    retVal = true
   }
      return(retVal)
   
   

7. In the Objects panel, select Server Scripts under the Sales Lead object.

   This figure shows the Server Scripts object selected for a lead.

   
   
   
8. In the Server Scripts Lead page, select the Validation Rules tab and click the New button to create a new object rule.

   This figure shows the Validation Rules tab in the Server Scripts Lead page.

   
   
   
9. In the Create Object Validation Rule page, enter the rule name as "Eval" and enter a simple error message in the Error Message text region.

   This figure shows the Create Object Validation Rule page.

   
   
   
10. Cut and paste the script that you have written to validate the condition.
11. Now you need to add this field to the simplified pages. In Application Composer, select the Pages link under the Sales Lead object and then select the Simplified Pages tab.

    This figure shows the Simplified Pages tab.

    
    
    
12. In the Details Page, click Edit Lead.
13. In the Edit Details Page Summary Form, select the Strategic Deal field in the Available Fields list and double click on this field to move it to the Selected Fields list.

    This figure shows the Edit Details Page Summary Form page.

    
    
    
14. Save and close Application Composer.
15. Sign into the application again and drill into a lead.
16. Check if the Strategic Deal check box appears.

    This figure shows the Edit Lead Summary page with the Strategic Deal check box selected.

    
    
    
17. Enter a value less than 1000 in theDeal Size field.
18. Select the Strategic Deal check box and click Save and Close..
19. You should receive the error message that you entered in Step 9 because the deal size violates the validation rule.
20. Reenter a value greater than 1000 in the Deal Size field and save.

    You have successfully extended a simplified page and added Groovy logic.

1. Select the Sales application on the main Overview page.
2. In the object tree, select a standard object that includes a set of simplified pages, such as Opportunity.

   This figure shows the Objects tree with the Opportunity object selected.

   
   
   
3. Select the Pages node.
4. Select the Simplified Pages tab.
5. Use the links on the tab to navigate to the object's configuration pages, where you can customize the simplified pages that are available for the selected object. You can show or hide fields, rearrange fields, and add custom fields.

   This figure shows the simplified page for Opportunities

   
   
   
6. For example, if you want to add the field 'Budget Amount' to the Create Opportunity page, click the Edit Creation Page link in the Simplified Pages tab.
7. In the Available Fields list on the Configure Creation page, select Budget Amount.

   This figure shows the Configure Creation page.

   
   
   
8. Click the First arrow button to move the Budget Amount to the Selected Fields list.

   Note

   Changes that you make to a simplified page are not automatically replicated on the object's corresponding desktop page.

9. Click Save and Close.

1. Within a sandbox, sign in as a Sales Administrator in the Oracle Fusion Sales Application to perform your configuration.
2. Click the role choice list and select Customize Pages. In this example, click Matt Hooper and select Customize Pages.

   This figure shows the Simplified Page for the Opportunity page with the Customize User Interface option selected.

   
   
   
3. In the Customize Fusion Application Pages, select the layer that you want to edit.

   You can customize three layers:

   • Global

   • External/Internal

   • Job Role

4. Click Job Role and select Sales Representative.

   This figure shows the Customize User Interface window.

   
   
   
5. After you invoke the Page Composer in a particular layer (in this case, the Job Role layer) two buttons are displayed.

   The two buttons are:

   • Design: Represents design mode used to extend transactional pages.

   • Select: Allows you to select components in a page to edit.

   This figure shows the Page Composer view in the Job Role layer.

   
   
   
6. Drill into an opportunity and click Select.
7. In the Edit Opportunity page that appears, select the Include in Forecast field that you want to hide.

   This figure shows the Edit Opportunity page.

   
   
   
8. After you select the field, two options appear: Edit Component and Edit Parent Component.
9. Select Edit Component.
10. In the Component Properties window, notice that the Show Component check box is selected, which means that this field will be visible in the Opportunity page.

    This figure shows the Component Properties window.

    
    
    
11. Deselect Show Component to hide this field in the Opportunity page. Click Apply and click OK.
12. Notice that the field no longer appears in the Edit Opportunities page. Click Close to close Page Composer.
13. Note that in the Edit Opportunity Page, the field is still present because you are in a sales administrator role.
14. Sign out of the application and sign in as a sales representative.
15. On the Opportunity landing page, drill into an opportunity. In the Edit Opportunity page, notice that the Include in Forecast field is hidden or not visible.

    This figure shows the Edit Opportunity page for the sales representative role.

    
    
    

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