Configure Fields for the Data Model Configuration

You must create custom fields for service request.

Following are the steps:

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

2. Navigate to Application Composer.

3. Go to Service Request > Fields.

4. On the Custom page, click Create a custom field icon.

5. Create the following fields:

   1. Process Status (Type: Choice List (Fixed))

      1. In List of Values section, create a lookup type CASE_PROCESS_STATUS with meaning Case Process Status.

      2. Add the following lookup code values:

         • Meaning: Not Started; Lookup Code: NOTSTARTED

         • Meaning: Activated; Lookup Code: ACTIVATED

         • Meaning: Canceled; Lookup Code: CANCELED

         • Meaning: Completed; Lookup Code: COMPLETED

      3. In Constraints section, for Depends On, select Title field.

      4. Select Updatable, click xyz expression icon for Updatable, add the following groovy code: return Title == null

      5. In Default Value section, select Fixed Value and select Not Started.

      6. Click Save and Close button.

   2. Case Type (Type: Record Type)

      1. In List of Values section, create a Lookup Type SR_CASE_TYPE with meaning SR Case Type with the following meanings:

         1. Meaning: Deceased Estate; Lookup Code: DECEASED_ESTATE

         2. Meaning: Separation; Lookup Code: SEPARATION

      2. In Constraints section, for Depends On, select Process Status field.

      3. Select Updatable, click xyz expression icon for Updatable, add the following groovy code: return nvl(ProcessStatus_c,"") == "NOTSTARTED"

      4. Click Save and Close button.

   3. Date of Birth (Type: Date)

   4. Date of Death (Type: Date)

   5. Reporter Name (Type: Text)

   6. Process Instance ID (Type: Text)

   7. Reporter Relationship (Type: Choice List(Fixed))

      1. In List of Values section, create a Lookup Type REPORTER_RELATIONSHIP with meaning as Reporter Relationship.

      2. Add following lookup code values:

         • Meaning: Spouse; Lookup Code: SPOUSE

         • Meaning: Child; Lookup Code: CHILD

         • Meaning: Brother; Lookup Code: BROTHER

         • Meaning: Sister; Lookup Code: SISTER

         • Meaning: Parent; Lookup Code: PARENT

         • Meaning: Other; Lookup Code: OTHER

Note:

Corresponding to each of the custom fields, select Searchable and Include in Service Payload check boxes.