1. Implementing Financial Services
  2. Configure After Action Plan Layout

Configure After Action Plan Layout

You must configure the After Action Plan layout.

Following are the steps:

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

  2. Navigate to Application Composer.

  3. Go to Service Request > Pages.

  4. In Details Page Layouts section, duplicate the Before Action Plan layout.

  5. Click Edit button on the Summary page.

  6. In Configure Detail Form: Buttons and Actions section, remove the Initiate Action Plan, and add the Cancel Action Plan button.

  7. Click Save.

  8. Go back to Detail Page Layout list, select After Action Plan layout.

  9. For Type, select Deceased Estate.

  10. Edit the custom layout expression using the xyz icon.

  11. In Advanced Expression dialog box, enter return nvl(ProcessStatus_c,"") == "ACTIVATED".

  12. For Depends On choice, select Process Status field.

  13. Click Validate and Save.