1. Using Consumer Goods Mobile
  2. Associate Custom Tasks with Custom Objects

Associate Custom Tasks with Custom Objects

As an administrator, associate your custom task with a custom object in consumer goods mobile. This topic explains how to associate your task with a custom object and how to add it to the mobile interface designer.

Use Application Composer to select the custom object API name that you want to associate your task with, and add your custom object to the designer.

  1. Create a sandbox.

  2. While creating your custom task using web application on the Store Visit Tasks page, fill in the Code field to associate a custom object with the task that you're creating.

    • Create your target custom object for your custom task.

    • Create a one-to-many relationship between your source object and target custom object. Your source object can be either Activity or Account.

    • In the Detail view of Mobile Application Composer, add your target custom object as a subtab of your source object.

    • Create a store visit task for your custom object with TaskCode as Activity + APIName or Organization + APIName, depending on your source object. For example, if API name is ActDetailing_c,

      • TaskCode: ActivityActProductDeatiling_c, if your source object is Activity.

      • TaskCode: OrganizationActProductDetailing_c, if your source object is Account.

    • Add the new store visit task to a store visit type and use it in your store visit appointments.

  3. In Application Composer, select Sales from the Applications list.

  4. Click Common Setup > Mobile Application Setup.

  5. In the Oracle Customer Experience Cloud Mobile Applications page, tap the application.

  6. Select your custom object from the Available Features pane and move it onto the mobile interface designer.

  7. In the object views dialog box, click OK.

  8. Select the custom object that you just added to the mobile interface designer, and click Enable Auto Fetch on the Feature Details pane.

  9. Download the sandbox on your mobile device.

  10. Select the sandbox that contains your configurations and tap Save.

  11. Check your configurations.

  12. Once you have verified that the configurations are correct, sign in to the web application as the same user, and publish the sandbox.

You can now access your task from the list of tasks in your mobile, and when you click your task, the associated custom object page appears.