1. How do I enable the Generate Account Description feature in Sales for Redwood?
  2. Configure the Layout in VB Studio

Configure the Layout in VB Studio

You must perform the following setup in Oracle Visual Builder Studio to make it possible to save the generated descriptions to the long-text field of your choice.

  1. In Oracle Sales for Redwood, open the Account details page for an account.
  2. Open VB Studio (Settings and Actions > Edit Page in Visual Builder Studio).
  3. Click the Layout tab.
  4. Expand the Customer Experience (UX) > Sales nodes and click Accounts.
  5. With the Rule Sets tab selected, click Summarize Layout dynamic form.

    Screenshot highlighting the expanded Accounts node and the Summarize Layout dynamic form

  6. In the Display Logic section, duplicate the IsDefault19 rule.
  7. In the Duplicate Rule dialog, enter a name such as account_description_layout. Keep the checkbox Also create a copy of the layout selected.

  8. Click Duplicate.

    The rules for Summarize Layout showing the location of the Duplicate icon on the isDefault19 rule.

  9. Open the layout you duplicated.

    The rules for Summarize Layout showing the location of the Open icon on the duplicated isDefault19 rule.
  10. Click the Select fields to display box.
  11. In the Select fields to display column, remove any fields by clicking on the delete icon (X).

  12. On the Suggested Fieldxs column, search and select the custom long-text field that you created and drag the field to the Select Fields to Display section.

    The field name includes the additional characters A_OrganizationDEO_ and is appended by _c. In this example: A OrganizationDEO_AccountDescription_c

    Account Description field selection

  13. Click the field.

  14. In the Show Field column, Column Span field, enter 2.

  15. From the Template list, select any of the templates, such as the Account Address Template.

    Show Field Properties tab with callouts highlighting the steps described in the text

  16. Switch to the code mode by clicking on the 3 dots icon.

    Screenshot highlighting the location of the three dots and the Go to Code option
  17. On the JSON tab, search for the /SummarizeLayout section and go to the account_description_layout layout section.

  18. Change the template for the field in the fieldTemplateMap section to /noteTemplate.

    The following screenshot highlights the change.

    JSON tab code change highlighted
  19. Test your work by clicking Play (Arrow) button.