Configure Before Action Plan Layout
You must configure the Before Action Plan layout.
Following are the steps:
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Sign in to Oracle CX Sales using Administrator role.
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Navigate to Application Composer.
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Go to Service Request > Pages.
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In Details Page Layouts section, select Standard Layout.
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Click Duplicate icon, name the layout Before Action Plan.
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Edit the layout and add the following fields to the layout:
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Case Type
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Date of Birth
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Date of Death
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Process Status
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Reporter Name
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Reporter Relationship
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Remove the Account field.
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In Configure Detail Form: Buttons and Actions section, move the Initiate Action Plan button that you created in previous steps to Selected Buttons section.
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Click Save.
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Go to Contacts subtab layout.
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Click Edit icon corresponding to Contact subtab.
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Add Function from Available Fields to Selected Fields.
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Click Save and Close.
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Click Done.
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Go back to Detail Page Layout list, select Before Action Plan layout.
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Specify Type as Deceased Estate.
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Edit the custom layout expression using the xyz icon.
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In Advanced Expression dialog box, enter
return nvl(ProcessStatus_c,"") == "NOTSTARTED"
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For Depends On choice, select Process Status field.
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Click Validate and Save.