Assign Regions to Page Layouts

Adding geographical regions to a feature's layout enables you to restrict its availability to users from a selected set of geographical regions.

For example, if you add the United States and United Kingdom regions to a page layout, then only users from these countries can view the page layout. You can assign a region when you create a custom object layout.

Here are the steps to assign a geographical region to an Opportunity Summary layout using Microsoft Teams Composer and display the new layout in the Oracle Sales Assistant for Microsoft Teams application.

1. Navigate to the Oracle Sales Assistant for Microsoft Teams configuration tool.

2. In the Application Feature pane, click the feature that contains the page layout that you want to add regions to. In this example, expand the Opportunities subheader.

3. Select the relevant type of page view, such as the summary, list, or edit view. In this example, select the Summary view.

4. In the Layouts pane, select the relevant page layout, or create a new page layout (see the Create Your Own Page Layout for a Feature Using Microsoft Teams Composer topic for details about how to create a page layout).

5. Expand the Assigned Regions pane, and select the regions you want to add.

   Note: Select as many regions as you require. You can remove a region by clicking the Remove (X) icon.

6. Click Save.

7. Check that your changes appear in your CX sales application. Sign in as a Oracle Sales Assistant for Microsoft Teams user and view your changes by sending "refresh metadata". Then send the utterance to get the record for the layout. See the Test Your Oracle Sales Assistant for Microsoft Teams Configuration topic for details about how to check your changes.

8. When you're happy with your changes, publish your sandbox to distribute your configurations to all Oracle Sales Assistant for Microsoft Teams users.