How do I add fields to contacts and assignees in the edit page for activities in Oracle Sales in the Redwood User Experience?

You can add fields, such as phone numbers, to the contacts and assignees listed in task and appointment pages by updating the Activities layouts in Oracle Visual Builder Studio.

Here's how to add a field to the layouts for tasks and appointments:

  1. In Oracle VB Studio, click the Layouts tab.
  2. For contacts, click Sales > Activities > ActivityContact. For assignees, click ActivityAssignee instead.

    The layouts you can duplicate and update are listed under the Dynamic Form heading.

  3. Click the Actions > Edit (three dots button) for the layout you want to modify.

    Screenshot showing layouts for activities in VB Studio
  4. Duplicate the default layout and open the copy.
  5. Add your field.
  6. You can now previews your change.