Act on REST and Object Function-based custom Smart Actions on Mobile

Use the Smart Actions framework to create headless custom actions for CX Sales Mobile. Use REST-based actions to update field values. Use Object Function-based actions to perform more sophisticated updates to sales records or open external links. View the same actions on List and Detail pages.

Increase productivity by performing sales workflows like reprice opportunity or update revenue line dates with smart actions.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

  1. In a publishable sandbox, navigate to Application Composer > Smart Actions
  2. Create a new REST-based or Object function-based action
  3. Under Availability, select Mobile as one of the Applications where the Smart Action will appear
  4. Complete remaining steps in creating the Smart Action
  5. Publish the sandbox

Tips And Considerations

  1. UI-based Smart Actions are not currently supported in CX Sales Mobile
  2. Smart Actions that have a Custom Type are available in CX Sales Mobile. System Type Smart Actions do not appear in CX Sales Mobile.

Key Resources

Sales Admin