Use Your Many-to-Many Relationship Setup When You Create Page Layouts

Add your many-to-many relationship intersection objects to your page layouts, so that you can display the intersection object fields with the respective target object fields in the page layout.

Here's how you set this up:

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

  2. Select 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 Source object of the Many-to-Many relationship, such as the Opportunity object.

  6. Edit or create a new page layout, and click + Add Child or Related at the bottom of the page layout.

  7. Search for your intersection object and select it.

  8. Add fields from the intersection object, or the Source object, in the page layout.

  9. Click Save.

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

For more information about many-to-many relationships, see the "Many-to-Many Relationships" topic in the "Configuring Applications Using Application Composer" guide.

Note:
  • You can add the source object fields only in the page layout view. Editing the layout of the intersection object only allows adding fields from the intersection object.

  • Use the edit layout of the source object to edit fields on the source object.

  • Tapping the summary page layout on the mobile app navigates users to the source object summary page layout. The edit page layout only displays the details of the intersection object.