1. Implementing Sales
  2. Create Your Own Page Layout for a Feature Using Microsoft Teams Composer

Create Your Own Page Layout for a Feature Using Microsoft Teams Composer

This procedure shows you how to create a Summary page layout for an Oracle Sales Assistant for Microsoft Teams feature but you can also use this procedure to help create List and Edit page layouts as well.

Creating your own layout enables you to select the fields your users will see for a feature's view using Microsoft Teams.

Tip: You can also specify which user roles can view a particular layout, create criteria that have to be met to display the layout, and specify which geographical regions can view the layout.

  1. Sign in to the Oracle CX Sales application as a 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, click Oracle Sales Assistant Setup.

  5. Click the Microsoft Teams Composer tab to open the Oracle Sales Assistant for Microsoft Teams configuration tool.

  6. In the Application Feature pane, click the feature that you want to create a layout for.

  7. Select the relevant type of page view, such as the summary, list, or edit view.

  8. In the Layout pane, click the Click to Clone icon for the Standard layout and enter a layout name.

  9. Click Ok.

  10. Select the Active tick icon if it's not already selected.

  11. In the Edit Layout pane add fields to the Summary layout page, for example, by clicking + Add Field in the Info 1 Section.

  12. Select the field that you want to add to the Summary layout and then select a label, if one exists.

    Note: You can remove fields by clicking the field you want to delete and then click the cross icon.

  13. You can move fields by clicking the field and moving it to your preferred location.

  14. For the Summary layout, click the + Add Action and select which user actions you want to display or hide using the toggle buttons.

  15. Click Save in the Microsoft Teams Composer page.

  16. Test and publish your new page layouts. See the Test Your Oracle Sales Assistant for Microsoft Teams Configuration topic for details about how to check your configurations.