Configure Separate Create and Edit Pages for CX Sales Mobile

Oracle CX Sales Mobile allows Sales Administrators to configure List, Summary, Edit, Picker, and Global Search Layouts in CX Sales Mobile Composer. Using CX Sales Mobile Scripts, Sales Administrators can also choose which fields on the Edit Layout to show to or hide from a user when they create a record.

Use CX Sales Mobile Scripts to Configure a Separate Create Layout

Follow these steps to apply additional conditions to the Edit Layout a user sees when they create a new record:

1. Enter a publishable sandbox with Application Composer as one of the tools.
2. Navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Scripts
3. Under CX Objects, select the object for the Create layout. For example, select Opportunities.
4. Under [Object Name] Events, select On Create.
5. To the right of On Create Scripts, click Create (the plus icon).
6. Enter a unique script name, then move the cursor out of the field to validate.
7. Enter a description for the script, then move the cursor out of the field to validate.
8. Ensure Is Active? is enabled.
9. Optionally, select geographic regions where script applies.
10. Enter a script to specify which fields are hidden in the edit page. Here's a script example to hide the Account field from the opportunity edit page on create:

    const row = getCurrentRow();
    row.setColumnVisible("TargetPartyName", false);

11. Click Validate.
12. Click Save.
13. After verifying the script behaves as expected in CX Sales Mobile, publish the sandbox.