Add a Custom Field to the Add-In

You can add custom fields to the add-in.

This configuration involves three main steps:

1. Create the custom field for the Sales application.
2. Make the field available in Adaptive Search.
3. Add the field to the add-in.

Create the Custom Field

1. Sign in as the sales administrator or as a setup user and navigate to Application Composer.
2. Ensure that you're working in an active sandbox and that Application Composer is enabled in the sandbox.
3. Search for the object you want to create the field for.
4. Expand the object node and click Fields.
5. In the Fields page, click Create.
6. On the Select Field Type window, select the type of field you're creating.
7. Enter the required information for the field. What you enter is different for each field type. For details, see the topic Field Types and Field Properties.
8. Make sure the Include in Service Payload check box is selected.
9. Click Save and Close.
10. Click the sandbox name and select Publish.
11. On the Sandbox Details page, click Publish again.

Make the Field Available in Adaptive Search

Follow the instructions in the topic Make Additional Fields Searchable.

Add the Field to the Oracle Sales for Outlook UI

Follow the instructions in the topic Create a Specific Layout and related topics in this section.