Assign Roles to Commercial Banking Layouts

To use commercial banking layouts for working with commercial banking features, you must first assign roles to commercial banking layouts.

You can perform this step using Application Composer, which is a browser-based configuration tool that enables you to configure and modify Oracle CX Sales. For example, you can create new object and related fields, and then create new user interface pages where that object and its fields are exposed to users. You can make your changes and see that most changes take immediate effect in real time, without the need to sign out and sign back in. For more information on application composer, see Oracle Applications Cloud Configuring Applications Using Application Composer guide.

Using Application Composer, you can present the same Oracle CX Sales page to your users and display different page layouts depending on the conditions you define. For example, a sales executive might see certain privileged fields on an opportunity record, which other sales team members can't see. Similarly, an open opportunity might have certain fields related to it being in progress, which won't display on a closed opportunity.

You can dynamically control the display of page layouts based on:

• Roles

• Groovy expression

• Type of record

For more information and examples on how you can use page layout, see Oracle Applications Cloud Configuring Applications Using Application Composer guide.

To assign a role to Commercial Banking Layout:

1. Sign in to Oracle CX Sales using Administrator role.

2. Navigate to Application Composer.

3. Expand Custom Objects.

   A list of custom objects opens.

4. Expand custom objects such as Financial Account.

5. Click Pages.

6. In the different Layouts regions in the Simplified Pages tab:

   1. Select Layout Statuses as All layouts for all regions.

   2. Select Commercial Banking Layout for Layout Name.

   3. Select Actions-Duplicate Layout.

      For each object mentioned in the following table, create duplicate layouts with the roles mentioned in the table. When you duplicate the layout, make sure that you duplicate it from the layout with the name mentioned in the following table.

   4. In the Duplicate Layout dialog, enter the New Layout Name.

   5. Click Save and Close.

7. After the duplicate layouts are created in both the regions, click Role column drop-down list, to open Select: Roles window, click specific role radio button, from Available Roles list and move Commercial Banker and Commercial Bank Manager roles into Selected Roles list. Click OK.

8. Repeat steps 4 to 7 for all the duplicated layouts for the objects provided in the following table.

   Object Type	Object	Specific Object (if any)	Landing Page (Layout Name)	Create Page (Layout Name)	Detail Page (Layout Name)	Roles
   Standard	Account	Not applicable	Financial Services Vertical Layout	Financial Services Vertical Layout	Commercial Banking Layout	Commercial Banker Commercial Bank Manager
   Standard	Contact	Contact	Not applicable	Not applicable	Commercial Banking Layout	Commercial Banker Commercial Bank Manager
   Custom	Financial Account	Not applicable	Not applicable	FINS Retail Layout	Commercial Banking Layout	Commercial Banker Commercial Bank Manager
   Custom	Transaction	Not applicable	Not applicable	FINS Retail Layout	FINS Retail Layout	Commercial Banker Commercial Bank Manager
   Standard	Opportunity	Not applicable	Commercial Banking Layout	Commercial Banking Layout	Commercial Banking Layout	Commercial Banker Commercial Bank Manager
   Standard	Sales Lead	Not applicable	Commercial Banking Layout	Commercial Banking Layout	Commercial Banking Layout	Commercial Banker Commercial Bank Manager
   Standard	Product	Not applicable	Financial Services Vertical Layout	Not applicable	FINS Retail Layout	Commercial Banker Commercial Bank Manager
   Standard	Product	Not applicable	Financial Services Administrator Layout	FINS Retail Layout	FINS Retail Layout for Sales Admin	Sales Admin for Financial Services
   Standard	Activity	Appointment	Commercial Banking Layout	Commercial Banking Layout	Commercial Banking Layout	Commercial Banker Commercial Bank Manager
   Standard	Activity	Task	Commercial Banking Layout	Commercial Banking Layout	Commercial Banking Layout	Commercial Banker Commercial Bank Manager
   Standard	Activity	Activities	Commercial Banking Layout	Not applicable	Not applicable	Commercial Banker Commercial Bank Manager