1. Configuring Applications Using Application Composer
  2. Direct Page Links for CX Sales

Direct Page Links for CX Sales

Direct page links are links that point to a specific page in Oracle CX Sales. In any e-mail, report, or user interface page, you can add a link that opens an account, contact, household, opportunity, lead, activity, or top-level custom object record.

This topic covers:

  • List of objects that support direct page linking to application pages.

  • URL pattern to use for direct page linking.

    The URL pattern is translated by the Direct Page Link servlet in the middle tier which reads the incoming request parameters, generates a new URL, and redirects the request to the target page.

  • Where can you use these links?

  • How user authentication provides secured access to the target page.

CX Sales Objects That Support Direct Page Linking

You can link to application pages for the following objects.

  • Account

  • Activity

  • Analytics

  • Application UI dashboard

  • Asset

  • Claim

  • Contact

  • Custom object

  • Deal registration

  • Fund request

  • Household

  • Lead

  • MDF budget

  • Opportunity

  • Partner

  • Partner Contact

  • Partner Program

  • Product

  • Program Enrollment

  • Work Order
Note: You can also link directly to the application UI dashboard and to the Analytics landing page.

URL Pattern to Use for Direct Page Links to Application Pages

The direct page link URL uses a simple pattern which points to a default tab at the top level of an object's application set of pages. Some objects support linking directly to a subtab. When linking to a page, the link opens either a specific tab that you specify in the URL or a default tab if you have previously specified one in the page layout. The default tab specified in the page layout takes precedence over any tab included in the direct page link itself.

Depending on the object you're linking to, use the following syntax to create a direct page link:

https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=<CARDCODE>&fndTaskItemNodeId=<TABCODE>&fnd=%3B<TaskFlowParamName1>%253D<TaskFlowParamValue1>%253B<TaskFlowParamName2>%253D<TaskFlowParamValue2>%253B<TaskFlowParamName3>%253D<TaskFlowParamValue3>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

Tip: Copy the first part of the URL, https://<hostname>:<port>/<application>/faces/FuseOverview?, from the customer instance's actual home page.The taskFlowParamName and taskFlowParamValue pairs are optional and are typically used for record identifiers. In some cases, an additional parameter, subTabName, is also included in the URL. Where supported, this additional parameter allows direct links to the specified subtab.
Tip: Direct page links created in a release prior to Release 10 used a different link pattern. However, those direct page links created prior to Release 10 will continue to work in Release 10 and later.

Use the patterns specified as follows to link to the application pages for these objects:

  • Account

    For this object, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD&fndTaskItemNodeId=ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM&fnd=%3BsubTabName%253DOverview%253BAccountPartyId%253D<recordID,such as 123456>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

    This direct page link opens the Overview subtab on the Edit Account application page.

    To link to other Edit Account subtabs, change the value for the parameter subTabName to one of the following values for each subtab, such as &fnd=%3BsubTabName%253DProfile.

    • Overview

    • Profile

    • SalesAccountTeam

    • Contacts

    • Assets

    • Opportunities

    • Quotes

    • Leads

    • Relationships

    • Recommendations

    • Notes

    • Activities

    • Conversations

  • Activity

    For this object, use this direct page link URL pattern to open a list of all activities:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=ZMM_ACTIVITIES_CRM_CARD&fndTaskItemNodeId=ZMM_ACTIVITIES_ACTIVITIES_CRM%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

    To link to a specific activity (appointment or task), append the record's primary key as follows: https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=ZMM_ACTIVITIES_CRM_CARD&fndTaskItemNodeId=ZMM_ACTIVITIES_ACTIVITIES_CRM&fnd=%3BFunctionCode%253DTASK%253BActivityId%253D<recordID,such as 123456>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B .

    You can also link directly to specific types of activities by changing the value for the parameter &fndTaskItemNodeId to one of the following values:

    • Link to a list of all tasks:

      Use pattern: &fndTaskItemNodeId=ZMM_ACTIVITIES_TASKS_CRM

    • Link to appointments (calendar view):

      Use pattern: &fndTaskItemNodeId=ZMM_ACTIVITIES_APPOINTMENTS_CRM

  • Analytics

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=CRM_FUSE_ANALYTICS_CARD&fndTaskItemNodeId=CRM_ANALYTICS%253D123456%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

  • Application UI dashboard

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=CRM_FUSE_DASHBOARD_CARD&fndTaskItemNodeId=CRM_DASHBOARD%253D123456%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

  • Assest

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=itemNode_Sales_Assets&fndTaskItemNodeId=ZCM_CUSTOMERCTRINFRA360_ASSETS_CRM&fnd=%3BAssetId%253D<recordID,such as 123456>%253B%3B%3B%3Bfalse%3B256%3BCRM%3BASSET%3BAsset%2BName

  • Claim

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=%3BClaimId%253D300100089921747%253BsubTabName%253DSUMMARY%3B%3B%3Bfalse%3B256%3B%3B%3B&fndGlobalItemNodeId=itemNode_partner_management_mdf&fndTaskItemNodeId=MKT_MDF_CLAIMS_CRM&_afrLoop=170080752950792&_afrWindowMode=0&_afrWindowId=null&_adf.ctrlstate=15rswocd3x_390&_afrFS=16&_afrMT=screen&amp;_afrMFW=1600&_afrMFH=799&_afrMFDW=1600&_afrMFDH=900&_afrMFC=8&_afrMFCI=0&_afrMFM=0&_afrMFR=96&_afrMFG=0&_afrMFS=0&_afrMFO=0

  • Contact

    For this object, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=HZ_FOUNDATIONPARTIES_CONTACTS_CRM_CARD&fndTaskItemNodeId=HZ_FOUNDATIONPARTIES_CONTACTS_CRM&fnd=%3BsubTabName%253DOverview%253BContactPartyId%253D<recordID,such as 123456>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

    This direct page link opens the Overview subtab on the Edit Contact application page.

    To link to other Edit Contact subtabs, change the value for the parameter subTabName to one of the following values for each subtab, such as &fnd=%3BsubTabName%253DProfile.

    • Overview

    • Profile

    • Team

    • Opportunities

    • Leads

    • Assets

    • Relationships

    • Recommendations

    • Notes

    • Activities

    • Conversations

  • Custom object

    • To create a direct link to the default summary tab for a custom object, use this direct page link URL pattern:

      https://<hostname>:<port>/<application>/faces/FuseOverview?fndTaskItemNodeId=CRM_CUSTOM_TAB_<XXXX>&fndGlobalItemNodeId=CRM_CUSTOM_CARD_<XXXX>&fnd=%3BsubTabName%253DSUMMARY%253BObjectId%253D<YYYY>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

      • Copy the first part of the URL, https://<hostname>:<port>/<application>/faces/FuseOverview?, from the customer instance's actual home page.

      • Replace XXXX with the custom object's API name using all upper case letters including _C. For example, TROUBLETICKET_C. Obtain the API name from the object's overview page (click the object's node in the Custom Objects tree in Application Composer).

      • Replace YYYY with the custom object's primary key in the database.

    • To create a direct link to a different subtab, replace SUMMARY with the subtab's Component ID. This is an automatically generated ID which you can find by viewing the details page layout where the custom subtab exists.

  • Deal registration

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=%3BDealId%253D300100072550501%253BsubTabName%253DSUMMARY%3B%3B%3Bfalse%3B256%3B%3B%3B&fndGlobalItemNodeId=MKL_DEALREGS_CARD&fndTaskItemNodeId=DEALREGS

  • Fund request

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=%3BFundRequestId%253D300100089921736%253BsubTabName%253DSUMMARY%3B%3B%3Bfalse%3B256%3B%3B%3B&fndGlobalItemNodeId=itemNode_partner_management_mdf&fndTaskItemNodeId=MKT_MDF_FUNDS_CRM&_afrLoop=169172444586792&_afrWindowMode=0&_afrWindowId=null&_adf.ctrlstate=15rswocd3x_105&_afrFS=16&_afrMT=screen&_afrMFW=1600&_afrMFH=799&_afrMFDW=1600&_afrMFDH=900&_afrMFC=8&_afrMFCI=0&_afrMFM=0&_afrMFR=96&_afrMFG=0&_afrMFS=0&_afrMFO=0

  • Household

    For this object, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=ZCM_CUSTOMERCTRINFRA360_GROUPS_CRM_CARD&fndTaskItemNodeId=ZCM_CUSTOMERCTRINFRA360_GROUPS_CRM&fnd=%3BsubTabName%253DOverview%253BHouseholdPartyId%253D<recordID,such as 123456>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

    This direct page link opens the Overview subtab on the Edit Household application page.

    To link to other Edit Household subtabs, change the value for the parameter subTabName to one of the following values for each subtab, such as &fnd=%3BsubTabName%253DProfile.

    • Overview

    • Profile

    • SalesAccountTeam

    • Contacts

    • Opportunities

    • Assets

    • Leads

    • Relationships

    • Notes

    • Activities

    • Conversations

  • Lead

    For this object, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=MKL_LEADS_CARD&fndTaskItemNodeId=MKL_LEADS&fnd=%3BsubTabName%253DSUMMARY%253BLeadId%253D<recordID,such as recordID, such as 123456>%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

    This direct page link opens the Summary subtab on the Edit Lead application page.

    To link to other Edit Lead subtabs, change the value for the parameter subTabName to one of the following values for each subtab, such as &fnd=%3BsubTabName%253DNOTES.

    • SUMMARY

    • CONTACTS

    • QUALIFICATIONS

    • SALESTEAM

    • ACTIVITIES

    • RESPONSES

    • NOTES

    • OPPORTUNITIES

    • CONVERSATIONS

    You can also link directly to Analytics tabs off the Opportunities landing page, by replacing the fndTaskItemNodeId value with these values:

    • MKL_LEADS_ANALYTICS1_CRM

    • MKL_LEADS_ANALYTICS2_CRM

    • MKL_LEADS_ANALYTICS3_CRM

  • MDF budget

    For this object, use this direct page link URL pattern:

    https://<hostname>/sales/faces/CrmFusionHome?cardToOpen=itemNode_partner_management_mdf&tabToOpen=MKT_MDF_BUDGETS_CRM&TF_subTabName=SUMMARY&TF_BudgetId=xxxxxxxxxxxxx

    Use the below script to add an ID to the deep link:

    https://<hostname>/sales/faces/CrmFusionHome?cardToOpen=itemNode_partner_management_mdf&tabToOpen=MKT_MDF_BUDGETS_CRM&TF_subTabName=SUMMARY&TF_BudgetId=${API_ID_FIELD}"

    • Replace {API_ID_FIELD} with the MDF budget ID.

  • Opportunity

    For this object, use this direct page link URL pattern:

    https://<hostname>/crmUI/faces/FuseOverview?fndTaskItemNodeId=MOO_OPPTYMGMTOPPORTUNITIES_CRM&fndGlobalItemNodeId=MOO_OPPTYMGMTOPPORTUNITIES_CRM_CARD&fnd=%3BsubTabName%253DSummary%253BskipToEditOptyId%253D300100186091209%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

    This direct page link opens the Summary subtab on the Edit Opportunity application page.

    To link to other Edit Opportunity subtabs, change the value for the parameter subTabName to one of the following values for each subtab, such as &fnd=%3BsubTabName%253DNotes.

    • Summary

    • Quotes

    • Contact

    • OpptyTeam

    • OpptyPartner

    • Activities

    • Notes

    • Assessments

    • Leads

    • Conversations

    You can also link directly to Analytics tabs off the Opportunities landing page, by replacing the fndTaskItemNodeId value with these values:

    • MKL_LEADS_ANALYTICS1_CRM

    • MKL_LEADS_ANALYTICS2_CRM

    • MKL_LEADS_ANALYTICS3_CRM

  • Partner

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?ZPM_PARTNERS_CARD&findTaskItemNodeId=ZPM_PARTNERS&find=%3BpartyId%253D100000151014782%253B%3B%3B%3Bfalse%3B256%3B%3B%3B

  • Partner Contact

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fndGlobalItemNodeId=ZPM_PARTNERS_CARD&fndTaskItemNodeID=ZPM_PARTNERS&fnd=%3B%BpartyId%253D[$PartnerPartyId$]%253B%253BcontactPartyId%253D[$ContactPartyId$]%253B;;;false;256;;;

    • Replace [$PartnerPartyId$] and [$ContactPartyId$] with the partner's party ID number.

  • Partner Program

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=;programIdFromRecentItems=300100017959761&subTabName=SUMMARY&fndGlobalItemNodeId=ZPM_PROGRAMS_CARD&fndTaskItemNodeId=ZPM_PROGRAMS

  • Product

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=%3BskipToEditItemNumber%253D<PUT ITEM NUMBER HERE LIKE 12345>%253BskipToEditInventoryItemId%253D<PUT ITEM INVENTORY ID HERE>%253B%3B%3B%3Bfalse%3B256%3BCRM%3BPRODUCT%3BProduct&pageParams=nullnavigateFromFavRI%3Dtrue%3B&nullnavigateFromFavRI=true&fndGlobalItemNodeId=QSC_PRODUCT_CRM_CARD&fndTaskItemNodeId=QSC_PRODUCT_CRM_CARD

  • Program Enrollment

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=;enrollmentIdFromRecentItems=300100185785292&subTabName=SUMMARY&fndGlobalItemNodeId=ZPM_ENROLLMENTS_CARD&fndTaskItemNodeId=ZPM_ENROLLMENTS

  • Work Order

    For this page, use this direct page link URL pattern:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=%252FWEB-INF%252Foracle%252Fapps%252FcrmCommon%252Fcore%252FpublicUi%252Fflow%252FnestedDynamicTab%252FNestedDynamicTabContainerTF.xml%2523NestedDynamicTabContainerTF%3BobjectId%253D300100543227013%253BtabKey%253DWorkOrder%252FFieldSvcFuseWorkOrderDrillDownTF%253BparamMapString%253DwoId%253D300100543227013%253BwoNumber%253D0000015017%253BdisplayMode%253DTopLevelTab%253B%3BwoId%253D300100543227013%3B0000015017%3Bfalse%3B256%3BCRM%3BWorkOrder%3B&fndGlobalItemNodeId=itemNode_Service_WorkOrders1

    • Replace woId with the work order ID and woNumber with the work order number.

    Use the following URL pattern with parameters:

    https://<hostname>:<port>/<application>/faces/FuseOverview?fnd=%252FWEB-INF%252Foracle%252Fapps%252FcrmCommon%252Fcore%252FpublicUi%252Fflow%252FnestedDynamicTab%252FNestedDynamicTabContainerTF.xml%2523NestedDynamicTabContainerTF%3BobjectId%253D@{1}%253BtabKey%253DWorkOrder%252FFieldSvcFuseWorkOrderDrillDownTF%253BparamMapString%253DwoId%253D@{1}%253BwoNumber%253D@{2}%253BdisplayMode%253DTopLevelTab%253B%3BwoId%253D@{1}%3B@{2}%3Bfalse%3B256%3BCRM%3BWorkOrder%3B&fndGlobalItemNodeId=itemNode_Service_WorkOrders1

    • Replace woId with the column variable for the work order ID and replace wo_number with the column variable for the work order number.

Assigning These Links

First, you should know which page you want to link to, and where you want that link to appear. You can add direct page links to:

  • Reports

    Use BI Composer or Analytics Answers to add direct page links to your reports.

  • User interface pages

    Create a direct page link using an object's Actions and Links node, then add the link to the object's user interface pages.

  • External third-party applications

    Create a direct page link to link directly to a page in your application.

User Authentication for Secured Access

The direct page link servlet requires authentication. If you haven't been previously authenticated, you must sign in to gain access to the target page. After signing in, you're redirected to the target page. If you have already been authenticated at the time of clicking the direct page link, the target page is immediately displayed (without asking you to sign in).

Related Topics