Add Criteria to Actions in List and Summary Page Layouts

You add criteria to actions, such as create and edit actions, to List and Summary pages, so that the actions will only appear when the conditions have been met. For example, you can add a criteria to the Create Appointment action, so that the action will appear only when the Account Score field is greater than a set value.

Here's how you set up the criteria:

1. Sign in to the Oracle CX Sales application as user with a Sales Administrator role.

2. Select or create the sandbox you want use for your configurations.

3. Open Application Composer by selecting Application Composer under the Configuration category in the Navigator menu.

4. Under the Common Setup Menu, or on the Overview page, click Mobile Application Setup.

5. Click the CX Sales Mobile Composer tab.

6. In the Application Features pane, click the relevant feature.

7. Click either the Summary or List page layout.

8. In the Layouts pane, select an existing page layout, or create a new page layout by clicking the Click to Clone icon.

9. In the interface designer, click the more icon (three horizontal dots) in the header and select the relevant action, such as the Create Task action.

10. Click Add Criteria.

11. Enter the Field, Operator, and Value.

12. If you want to add more criteria click Add Criteria and enter the criteria values.

13. Add as many criteria as you require.

14. Click OK.

15. Click Save.

16. Repeat the steps above for each action that you want to add criteria to.

17. Test and publish your new page layouts. See the Test Your Configurations topic for details about how to check your mobile configurations.