Create Custom Objects

Create a sandbox for each custom object.

After creating each custom object, validate the object and publish the sandbox before moving on to the next custom object. Only create a new sandbox after publishing the previous one. Never have two sandboxes active at the same time.

You create custom objects in the Application Composer.

Use the following procedure to create a custom object:

  1. Click Navigator, and then select Application Composer.

  2. In the Custom Objects list, click the Create a New Object icon.

  3. In the Create Custom Object dialog box, enter the object information, and then click OK.

    The custom object appears in the Custom Objects list in the Objects menu.

Adding Fields to a Custom Object

You add fields using the Fields link nested within the custom object in the Application Composer. Use the following procedure to add fields to a custom object.

  1. Expand the custom object's node in the Custom Objects list in the Objects menu.

  2. Click Fields.

  3. On the Fields page, click the Create a custom field icon.

  4. In the Select Field Type dialog box, select the appropriate field type, and then click OK.

  5. In the Create <Object Type> Field window, enter the parameters, and then click Save and Close.

  6. Repeat the previous steps for other fields as necessary.

Creating Pages for a Custom Object

After you create a custom object and add fields to it, you create pages to expose the new object and its fields to users. Every top-level Oracle CX Sales object has an overview page, a creation page, and a details page. These pages make up a work area. You use an object's Pages area in Application Composer to create pages. Use the following procedure to create pages for a custom object.

  1. Expand the custom object's node in the Custom Objects list in the Objects menu.

  2. Click Pages.

  3. On the landing page, click Edit Summary Table then do the following:

    1. In the Configure Summary Table area, add the fields that you want to display in the Summary Table to the Selected Fields list.

    2. In the Configure Summary Table: Buttons and Actions area, make sure Create is in the Selected Buttons list.

    3. Click Save and Close.

  4. In the Creation Page Layouts area, click the Default Custom Layout link, and then do the following:

    1. Click the Edit icon.

    2. In the Configure Detail Form area, add the fields you want to display in the detailed summary.

    3. Click Save and Close.

    4. In the Creation Layout: Standard layout page, click Done.

  5. In the Details Page Layouts area, select click the Standard layout link, then do the following.

    1. On the Details Layout: Standard layout, in the Summary area, click the Edit (pencil) icon.

    2. In the Configure Detail Form area, select the fields you want to display in the default summary.

    3. Click Save and Close.

    4. In the Details Layout: Standard layout page, click Done.