1. Implementing Financial Services
  2. Configure After Canceled Layout

Configure After Canceled Layout

You must configure the After Canceled 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 After Action Plan layout.

  5. Click Edit button on the Summary page.

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

  7. Click Save.

  8. Go back to Detail Page Layout list, select After Canceled 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,"") == "CANCELLED" || nvl(ProcessStatus_c,"") == "COMPLETED"

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

  13. Click Validate and Save.