1. Implementing Financial Services
  2. Configure Page Integration

Configure Page Integration

You must configure for page integration.

Following are the steps:

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

  2. Navigate to Application Composer.

  3. Go to Configuration > Page Integration.

  4. Click New Page button.

  5. Set Name to My Tasks.

  6. Set Category Name to Case management.

  7. Select an icon.

  8. For application role, select a custom role assigned to user.

    Case Management job role is a copied role from the default Sales Administrator.

  9. For web page, set https://<OIC Service URL>/ic/pub/components/pages/tasklist.html?pageSize=8

  10. Click Save and Close button.

  11. Repeat steps 8 to 10 for My Worklist with https://<OIC Service URL>/ic/pub/components/pages/dplist.html

  12. Click Save and Close button.