Sub-view for Activity, Notes & Interaction Items in Associated Objects

In addition to the Activity feed, dedicated sub-views are available to view Activities, Interactions and Note records for associated objects in Redwood Sales.

  • Enables users to apply search and filter out activity and interaction records from an associated object record i.e. Account, Opportunity, Lead and Contacts
  • Records purged from Activity feed can be viewed from the subview.

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.

In order to access the individual subviews, smart actions such as 'Show Appointments', 'Show Tasks', 'Show Notes' and 'Show Interactions' are enabled by default.

However for additional actions in the activities such as directly initiating or logging interactions. The actions need to be enabled from Application composer.

Here's how to enable the interactions smart action

  1. Sign in as a Sales Administrator or as a setup user.   
  2. Activate a sandbox.   
  3. Navigate to Application Composer, in the Configuration category.   
  4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'   
  5. From the search bar, search for the smart actions individually i.e  Call, Send Email, Log a call, Log an email & Log an interaction for the activities object   
  6. From the search results duplicate the existing smart action    In the 'Availability' tab of the create smart action page, include 'Sales' in the application field and 'List page' in the UI availability field and "Submit'
  7. Test the changes: Navigate to Sales > Activities > click on the action menu for an activity and verify whether the actions will be displayed for the activity record 
  8. Publish the sandbox

With this feature, there is also change in behavior of the Activity and Interaction links in the list page and the subview. Upon clicking on an Activity or Interaction link, the record will directly open from a drawer from where the users can view and edit the record. This is a change from the existing behavior where clicking an Activity record drills-down to a associated object.