2Extend Oracle Loyalty

This chapter contains the following:

Overview of Oracle Loyalty Extensibility

Administrators can extend Oracle CX applications at run time using browser-based composers and other tools. These extensions are visible and usable by all or by a subset of Oracle CX applications users. Extensions range from changing the look and feel of a page, to extending standard objects, adding a new object and associated pages and application functionality, changing workflows, defining security for new objects, and altering reports. Access to run time extension tools depends on your role. If you're assigned a role with an administrative privilege, you can access most run time extension tasks.

In Oracle Loyalty, only the Loyalty Program Administrator can create custom objects and use all other Application Composer functions. It is recommended that you provision the user with the Customer Relationship Management Application Administrator job role (for performing the extensions) and the Custom Objects Administration job role and Sales Administrator job role (for testing the extensions in the Oracle CX UI). For more information on performing administrative tasks in Oracle Loyalty, see Administering Loyalty.

There may be areas of Oracle Loyalty that you want to change to meet your business needs. For example, you might need to add additional fields to a page. You can accomplish this in Oracle Loyalty by extending pages. You extend pages by editing them at runtime, which means that you can change pages to meet your needs as soon as they arise. Because changes you make at runtime are seen immediately by users, you must first create a sandbox that's separate from the mainline application to isolate your changes. A sandbox provides an independent development environment so that you can fully test your changes before merging them with the mainline code and making them available to your end users. For more information on changing page layouts, see Changing Page Layout Using Page Composer.

Before extending Oracle Loyalty members and transactions, you must perform the tasks relating to simplified UI documented in Oracle Applications Cloud Configuring Applications Using Applications Composer available from Oracle Help Center at: http://docs.oracle.com.