Define Criteria for a Feature's Page Layout

Creating criteria enables you to define a set of conditions that have to be met before the page layout is displayed for a feature's Summary views.

For example, if you create criteria for an Opportunity Summary layout as follows: Win probability is Greater than 50%, then any opportunities with a win probability greater than 50% will use your layout in the Summary view.

Note: You can't create criteria for a feature's List view.

This procedure shows you how to create criteria for an Oracle Sales Assistant for Microsoft Teams feature's page layout.

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 roles to. In this example, expand Opportunities.

3. Select the relevant type of page view, such as the summary 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. In the Advance Criteria pane, click Add.

6. Create your criterion by selecting a field, operator, and then entering the relevant field value.

   Note: You can't select a field value from a list of values, so enter the field value.

7. To add a conditional statement click Add and select AND or OR. Enter the field, operator, and relevant field value.

8. Click Save.

9. Check that your changes appear in the CX Sales application. See the Test Your Oracle Sales Assistant for Microsoft Teams Configuration topic for details about how to check your changes.

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