Configure Before Action Plan Layout

You must configure the Before 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, select Standard Layout.

5. Click Duplicate icon, name the layout Before Action Plan.

6. Edit the layout and add the following fields to the layout:

   • Case Type

   • Date of Birth

   • Date of Death

   • Process Status

   • Reporter Name

   • Reporter Relationship

7. Remove the Account field.

8. In Configure Detail Form: Buttons and Actions section, move the Initiate Action Plan button that you created in previous steps to Selected Buttons section.

9. Click Save.

10. Go to Contacts subtab layout.

11. Click Edit icon corresponding to Contact subtab.

12. Add Function from Available Fields to Selected Fields.

13. Click Save and Close.

14. Click Done.

15. Go back to Detail Page Layout list, select Before Action Plan layout.

16. Specify Type as Deceased Estate.

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

18. In Advanced Expression dialog box, enter return nvl(ProcessStatus_c,"") == "NOTSTARTED".

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

20. Click Validate and Save.