Prerequisites for Using the CX Extension Generator

The CX Extension Generator is a tool that automates many of the manual tasks required to build an application extension from scratch. Before you can build an application using the CX Extension Generator, complete these prerequisite steps.

Setup Prerequisites Before Using the CX Extension Generator

Setup Step Setup Location More Information

1. Create and activate a sandbox.

Sandboxes work area

Create and Activate Sandboxes

2. Create custom top level objects, as well as any child objects, related objects, and relationships.

Application Composer

This chapter provides you with step-by-step instructions for creating a custom application using the CX Extension Generator and Oracle Visual Builder Studio. To build this custom application, you will need to create a custom top level object in Application Composer, as well as a custom child object.

The example objects used in this chapter are a Payment object and its child object, Payment Line.

We will also add a panel for a related object, Shipment.

For more information about creating custom objects, see Define Objects.

3. Publish the sandbox.

Application Composer

Publish Sandboxes

Publish the sandbox so that you can enable all custom objects for Adaptive Search, in the next step.

Note: If you're already running Visual Builder Studio, then sign out and sign back in before continuing to configure your application extension. Doing this ensures that Visual Builder picks up the latest published changes from Application Composer.

4. Enable all custom objects that you created for Adaptive Search and publish your changes.

In addition, create at least one saved search.

Setup and Maintenance work area

  • Offering: Sales

  • Functional Area: Sales Foundation

  • Show: All Tasks

  • Task: Configure Adaptive Search

Enable Business Objects for Adaptive Search

This step is required because the list page is dependent on Adaptive Search.

5. Grant the Custom Objects Administration (ORA_CRM_EXTN_ROLE) role to the user who will create the user interface pages for the custom object.

(All custom top level objects are given access to this role by default.)

Setup and Maintenance work area

  • Offering: Sales

  • Functional Area: Users and Security

  • Task: Manage HCM Role Provisioning Rules

Enable Sales Administrators to Test Configurations in the Sandbox

6. Create your project and workspace.

Oracle Visual Builder Studio

For instructions about how to create a project and workspace, refer to the Before You Begin chapter.

7. Create a translation bundle.

Oracle Visual Builder Studio

Create a Translation Bundle