Create UI-Based Smart Actions

If you're using the Redwood user experience of Oracle Sales, Service Center, and Help Desk, then you can create custom smart actions that navigate users to a new UI location.

To create a UI-based smart action:

Enter into a sandbox that's enabled for Application Composer.
In Application Composer, click Smart Actions, available under Common Setup.
On the Smart Actions page, click Create.

Application Composer displays the Create Smart Action guided process in a new browser tab.
On the Kind of Action page:
1. Click UI-based action.
2. Click Continue.
On the Basic Details page:
1. In the Name field, enter a display name for the action.
2. In the Object field, select the object for which you're creating the action.
3. In the Action ID field, accept the automatically generated value or enter a unique value.
  
  This value must be unique across all smart actions.
4. Click Continue.
On the Availability page:
1. In the Application field, select the application where the action will display, such as Sales or Service.
2. In the UI Availability field, select the UI where the action will display in addition to the Action Bar. For example, select List page.
  
  Note: For the smart action to be available in Orchestration automation steps, in the Application field, select Sales and in the UI Availability field, select Sales Orchestration.
3. In the Role Filter field, optionally select the custom roles that can view the action.
  
  If you don't select a role, then the action will be available to all roles.
4. In the Condition region, optionally set conditions for the action to appear, such as only if a certain field's value is set to a particular value. For example, show a smart action only if a lead's status is Hot.
  - Define one or more conditions in a group.
  - You can define one or more groups of conditions.
  - Click + Add to add a condition.
    
    In the Attribute field, start typing an attribute name and select from the available list. The list of attributes in this field includes all REST-enabled attributes.
    
    Enable attributes in your Adaptive Search setup to ensure this smart action condition works on list pages and in Workspace.
  If you don't specify a condition, then the action will always be available based on other parameters that you specify, like role and application.
5. If you want to restrict the smart action to specific parent objects, then enter the object names in the Context region, Parent Object field.
6. Click Continue.
On the Action Type page, provide action metadata for the type of action you're creating.

This step is required for smart actions created for custom objects. If the ORA-REDWOOD-SALES-UI feature is enabled, then this step is also required for some standard objects.
1. In the Type field, specify the type of action, such as Add, Create, and so on.
  
  Note: Any Show actions that you create are used only by Sales Orchestration flows, and aren't displayed in the Action Bar, list pages, or CX Sales Mobile.
2. In the Target Object field, select the object that you're creating the action for.
  
  For example, if you're creating an Add Contact smart action on the Account object, then the Type is Add and the Target Object is Contact.
3. Use the Field Mapping region to map one or more values from a parent object record to a child or related object record.
  
  For example, when users use a smart action to create a related object record, you might want the create related object record page to be prepopulated with additional values from the parent record.
4. Click Continue.
On the Action Details page:
1. In the Navigation Target field, select Local.
2. Click Continue.
On the Confirmation Message page:
1. In the Confirmation Message After Action Execution field, optionally enter a message to display to users.
2. Use the Add tokens region to include a token in your message.
3. Click Continue.
On the Review and Submit page, review the action's configuration and click Submit when ready.