How can I display the contact preferences on a page in Oracle Sales in the Redwood User Experience?

You can display the contact preferences by setting the value of the field template parameter showContactPreference to true. There's a separate field template for displaying the contact preferences for a phone number and for an email address.

Here's how to display the account phone contact preferences on the account edit page:

  1. Open Oracle Visual Builder Studio.
  2. Create a field template that displays the phone contact preferences:
    1. Click the Layouts tab.
    2. Open the Sales node and click Accounts.
    3. Click the Templates tab in the right pane.
    4. On the Account Phone Template, click the Actions menu (three dots) and select Duplicate.Screenshot of the Field Templates section highlighting the entries discussed in the text
    5. In the Duplicate Template dialog, Label field, enter a name such as Account Show Phone Contact Preferences.
    6. Optionally, change the ID and enter a description.
    7. Click the Duplicate button.
    8. Edit the duplicated template. (Click Actions (three dots menu on the right side) and select Edit).
    9. Click the Code button to view the template code.

      Code button
    10. Change the value of the ShowContact Preference parameter to true.

      Code view of the duplicated template highlighting the additional parameter
  3. Duplicate the edit page layout and associate the new field template to the field:
    1. Click the Layouts tab.
    2. Open the Sales node and click Accounts.
    3. On the Account tab in the right pane, click the Rule Sets subtab.
    4. Click the Edit Layout layout to open the rule set display logic.

      Layout tab highlighting the items discussed in the text.
  4. In the Display Logic tab, duplicate the isDefaultEdit rule. Leave the Also create a copy of the layout option selected.

    Display Logic tab highlighting the Open button on the layout copy
  5. Click Open on the copy you just made. (Hover over the return field to see the icon.)
  6. In the Show Field panel, click the Phone field and then click the Override link.

    Detail in the layout of the copy you made showing the layout fields and the location of the override link
  7. Select the new template.

  8. You can preview the page using the Preview button. The phone field should have the Required label. Saving is disabled unless you make an entry.

    Location of the Preview button.