Deploy Intelligent Advisor Interview Using a Link

You must deploy Intelligent Advisor interview using a link.

Following are the steps:

1. Navigate to Application Composer. For more information, see Oracle Applications Cloud Configuring Applications Using Application Composer guide.

2. To create a custom field, in the Objects navigation tree, navigate to the object where you want to include the subtab (for example, Contact, Account, Opportunity, or Lead) and select Fields.

3. On the Custom tab, in the Action menu, select Create.

4. In the Select Field Type window, select Formula, and click OK.

5. On the Describe Field page, provide the following details:

   • Formula Type: Text

   • Display Label: Enter a display label for the field as Add Details.

   • Display Name: Leave as default.

   • Constraints: This is optional value. Select the fields whose data changes will cause this formula's field value and constraint expressions to be re-evaluated.

6. Click Next.

7. On the Configure Expression page, in the Edit Script box, enter the following groovy script with end point for the third party application setup of Intelligent Advisor.

   def jwtToken=new
   oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken();
   oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('Banff_OPA')+"?SurveyCaseId="+SrId+"&oraAccessToken="+jwtToken+""

8. Click Submit.

9. To create new action that refers to the custom field, in the Objects navigation tree, select Actions and Links for the object for which you created the custom field.

10. On the Actions and Links page, in the Actions menu, select Create.

11. On the Create Action or Link page, provide the following details:

    • Display Label: Add Details

    • Name: default

    • Type: Link

    • Source: URL

    • Edit Script: enter return AddDetails_c

12. Click Save.

13. To add the new action to the page, in the Objects navigation tree, select Pages for the object for which you created the custom field and action.

14. On the Simplified Pages tab, in the Details Page Layouts section, duplicate the standard layout to create new layout to edit or edit another existing layout.

15. On the Details Layout page, click Edit icon.

16. Add Add Details - Link field to Summary subtab.

17. Click Save and Close.

18. On the Details Layout page, click Done.