Contents

• Title and Copyright Information
• Get Help

1 Overview

• Overview of Application Configuration and Extension
• Examples of Configurations and Extensions, and the Tools to Use
• Personalization
• Configuration Life Cycle
• Context Layers
  • Overview of Context Layers
  • Examples of How the Appropriate Configurations and Personalizations are Applied
  • Example of Including Higher Context Layers While You Configure

2 Sandboxes

• Overview of Sandboxes
• Create and Activate Sandboxes
• Add Tools to Existing Sandboxes
• Delete Sandboxes
• Best Practices for Using Sandboxes
• Best Practices for Using Page Composer in Sandboxes
• How to Resolve Conflicts in Sandboxes
• How the Refresh and Merge Processes Work in Sandboxes
• Options to Open Configuration Tools from Sandboxes UI
• Object Locking in Application Composer
• Create Backups of Sandbox Configurations
• Publish Sandboxes
• FAQs for Sandboxes
  • Who can preview, edit, and publish sandboxes?
  • Why can't I add tools to my sandbox?
  • Why can’t I open the configuration tool that I added to my sandbox, using the Sandboxes UI?
  • Why is the Delete button disabled for my sandbox?
  • Why can't I publish my sandbox?
  • How can I see details for published sandboxes?
  • Why doesn't the page I am editing with Page Composer work with the sandbox context?
  • Why are the lookup, message, and data security changes appearing in my sandbox even though I haven't yet refreshed my sandbox?
  • Why can't I see application changes made in previously published sandboxes in my current sandbox?
  • How can I roll back changes made in a previously published sandbox?
  • What happens to my sandboxes after a release update or upgrade?
  • How can I deploy flexfields to a sandbox?
  • How does object locking impact object workflows?
  • When are object locks released?
  • Does importing and exporting configurations impact object locks?
  • How does object locking affect parent and child objects?
  • How does object locking work for dynamic choice lists?
  • Can I manually set or remove object locks?

3 Migration and Troubleshooting

• Tools for Moving and Troubleshooting Configurations
• Migration
  • Overview of Migration
  • Contents of the Migration Set
  • Migrate Your Configurations
    • Before You Start
    • Register the Target Environment
    • Verify the Target Environment
    • Create Migration Set
    • Apply Migration Set
    • Post Migration Tasks
  • Preview Mode in Migration
  • Best Practices for Migration
  • Best Practices for Managing Web Service Connections
  • Guidelines for Migrating Global Search Configurations
  • FAQs for Migration
    • What's the difference between a delta migration and full migration?
    • When can I do a delta migration?
    • Why aren't my environments synchronized?
    • How can I synchronize my environments?
    • Can I make changes in my sandbox in preview mode while migrating configurations?
• Troubleshooting Configurations
  • View and Diagnose Application Changes
  • Download Configurations

4 Page Content and Layout

• Overview of Page Modification
• Overview of Using Page Composer
  • Guidelines for Using Page Composer
  • How to Open Page Composer
  • Page Composer Views
  • Page Component Properties
  • Considerations for Modifying Objects That Appear on Multiple Pages
• Overview of Using Visual Builder Studio
• Overview of Using Application Composer
• Differences Between Using Page Composer and Application Composer
• Modify Page Content and Layout Using Page Composer
  • Add and Hide Components Using Page Composer
  • Modify UI Components Using Page Composer
  • Modify Tabs on Pages
  • Change Page Layout
  • Modify Dialog Box Content
  • Make Application Changes Visible Based on User Roles
  • FAQs for Page Content and Layout
    • How can I move page components?
    • How can I delete components from a page?
    • What happens if my configurations make the page inaccessible?
    • How can I reset a page or task flow to a previously saved version?
    • What do I do if Page Composer closes while I am navigating in the UI?
    • Can I use Page Composer to configure all elements on a page?
    • Why can't I see the site-level changes in the application after publishing my sandbox?
• Modify Global Page Template Using Page Template Composer
  • Configure the Global Header
  • FAQs for Page Template Composer
    • Can I configure the look and feel of my application using the Page Template Composer tool?
• Saved Searches
  • Overview of Saved Searches
  • Save Searches with Multiple Criteria
  • Save Keyword Searches with Filters
  • Create a Saved Search for All Users
• Infolets
  • Overview of Configuring Infolets
  • Create Infolets
  • Edit and Delete Infolets
  • FAQs for Infolets
    • What's the difference between a performance tile report and a detailed report added to the infolets content?
    • Why can’t I find the Create Infolet menu item on the Infolets page?
• Configure Infotiles on a Page
• Pages Hosting Third-Party Applications
  • Create Pages for Hosting Third-Party Applications
  • Manage Pages Hosting Third-Party Applications
  • FAQs for Pages Hosting Third-Party Applications
    • Why can't my users find the page I created?

5 User Interface Text

• Tools for Changing Text
• Modify Text Using User Interface Text Tool
• Sample Search Values for User Interface Text Modification
• Overview of Translating Modified Text
• Translate Existing Strings Added Using Configuration Tools
• Translate New Strings Added Using Configuration Tools
• Translate Strings Offline
• Translate New Strings Offline From English to German
• FAQs for User Interface Text
  • Can I undo text changes that I made using the User Interface Text tool if I haven't published the sandbox?
  • Can I get a report of all modified text if I want to analyze, troubleshoot, and diagnose the cause of unexpected action?
  • Why didn't text in my BI reports and SOA processes change when I used the User Interface Text tool for bulk updates?
  • Why didn't text in my lookup change when I used the User Interface Text tool to modify multiple occurrences of text?
  • Why is the Restore button disabled on the Migration page?

6 Themes

• Overview of Configuring Themes and Home Page Settings
• Manage Themes
• Configure Redwood Themes
• Configure Classic Themes
• Appearance Settings for Classic Themes
• Change the Logo and Color Schemes of a Classic Theme
• FAQs for Themes
  • What happens to my theme if changes that affect themes are made using Page Composer or Page Template Composer?

7 Flexfields

• Overview of Flexfields
• Overview of Flexfield Configuration
• Flexfield Components
• Flexfields at Runtime
• Flexfield Modification Using Page Composer
• How Flexfields Work with Oracle Application Cloud Architecture
• Flexfield Management
  • Considerations for Managing Flexfields
  • Flexfield Segment Properties
  • Naming Conventions for Flexfield APIs
  • How Flexfield Segments are Rendered on Pages
  • How Flexfields and Value Sets Work Together
  • Default Segment Values
  • Flexfield Usages
  • FAQs for Flexfield Management
    • How can I access predefined flexfields?
    • Why can't I edit my flexfield or value set configuration?
    • Why did my page not display any flexfield?
    • Why did my flexfield changes not appear in the UI?
    • How can I enable flexfield segments for Oracle Social Network Cloud Service?
• Flexfield Deployment
  • Overview of Flexfield Deployment
  • How Flexfield Deployment Status is Calculated
  • How Deploying a Flexfield-Enabled Sandbox Works with Mainline Metadata
  • Considerations for Deploying a Descriptive Flexfield to a Sandbox
• Value Sets
  • Overview of Value Sets
  • Validation Type Options for Value Sets
  • Considerations for Planning Value Sets
  • Considerations for Bind Variables in Table-Validated Value Sets
  • Create and Edit Table-Validated Value Sets Based on Lookups
  • Add Attributes to the Manage Value Sets Page
  • Import Value Set Values
  • Import Value Set Values Using Web Services
  • Import Related Value Sets
  • Import Related Value Sets Using Web Services
  • Requirements for Flat Files to Upload Value Set Values
  • Manage Values
  • Upload Value Set Values Process
  • Upload Comma-Separated Value Files for Import Process
  • Translation of Flexfield and Value Set Configurations
  • File Format for Importing Data Security Instance Sets and Grants
  • FAQs for Value Sets
    • What happens if a value set is security enabled?
    • How can I set a default value for a flexfield segment?
• Descriptive Flexfields
  • Overview of Descriptive Flexfields
  • Considerations for Planning Descriptive Flexfields
  • Considerations for Managing Descriptive Flexfields
  • Manage Descriptive Flexfields
    • Edit Descriptive Flexfields
    • Validate Descriptive Flexfields
    • Deploy Descriptive Flexfields
    • Manage Global Segments
    • Manage Contexts
    • Manage Context-Sensitive Segments
  • Enable Auditing for Descriptive Flexfields
  • Configure Descriptive Flexfield Segments for a Lookup Type
  • Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
  • File Format for Importing Descriptive Flexfields
• Extensible Flexfields
  • Overview of Extensible Flexfields
  • Considerations for Planning Extensible Flexfields
  • Considerations for Managing Extensible Flexfields
  • Considerations for Enabling Extensible Flexfield Segments for Business Intelligence
  • Considerations for Managing Extensible Flexfield Categories
  • Example of Configuring an Item Extended Attributes Flexfield
  • File Format for Importing Extensible Flexfields
  • Import Extensible Flexfields
  • FAQs for Extensible Flexfields
    • Why did the extensible flexfield context not appear at run time?
• Key Flexfields
  • Overview of Key Flexfields
  • Considerations for Planning Key Flexfields
  • Considerations for Managing Key Flexfields
  • Key Flexfield Structures
  • Key Flexfield Structure Instances and Segment Instances
  • Cross-Validation Rules
  • Considerations for Cross-Validation Rules
  • Edit a Cross-Validation Rule
  • Considerations for Enabling Key Flexfield Segments for Business Intelligence
  • Example of a Key Flexfields

8 Home Page and Navigation

• Overview of Configuring Home Page and Navigation
• Navigation
  • Configure the Navigator and Page Entries on the Home Page for Navigation
  • Configure Links for Page Entries
  • Edit and Reorder Groups and Page Entries for Navigation
  • Delete Groups and Page Entries
  • Configure Quick Actions
    • Create Quick Actions
    • Configure Links for Quick Actions
    • Edit Quick Actions
  • Secure Your Third-Party Application
  • Examples of EL Expressions
  • FAQs for Navigation
    • Why can't I hide or move some page entries and groups?
    • How can I display the missing page entries and Navigator menu items for the users?
• Home Page
  • Configure Infolet Display
  • Define Home Page Appearance
  • Create and Enable Announcements
  • FAQs for Home Page
    • Why don't I see infolets in the Analytics section of the home page?
    • How can I rename an icon for an infolet page in the page control on the home page?
    • Why can't my users see social networking content on the home page?
• Deep Links

9 Help Content

• How You Manage Different Types of Help
• Manage Help for Fields and Other UI Elements
• Why can't I see the Manage Help Content or Edit Getting Started link?
• Help Windows
  • Before You Start Adding Help Links
  • Add Your Content to a Help Window
  • How can I add YouTube videos to help windows?
  • Add Existing Help to Another Help Window
  • Determine Which Links Appear and in What Order
  • How can I edit the text that appears before the links in help windows?
• Getting Started Work Area
  • Manage Getting Started Content
  • How can I add YouTube videos to Getting Started pages?
• All Added Help
  • Manage All Added Help Content
  • Page or Section Values
  • Create and Edit Added Help
  • Select and Add Help to Any Help Window
  • Copy Added Help for Migration

10 Guided Learning

• Manage Guided Learning for Onboarding and Training