1. How do I get started with Orchestration?
  2. Import files into Visual Builder Studio

Import files into Visual Builder Studio

The CX Extension Generator generates a compressed file (.zip) that you can import into Visual Builder Studio. You use the CX Extension Generator to add other custom objects and create panels and smart actions. To add more objects, you must export a compress file from VBS and import it back into CX Extension Generator to make your changes.

Note: After your upload your files from the CX Extension Generator to Visual Builder Studio (VBS), you can't use CX Extension generator to add more panels or generate other smart actions for those objects.

Use these steps to import files generated from CX Extension Generator:

  1. Use the Navigator to navigate to Visual Builder Studio: Configuration > Visual Builder.

  2. In Visual Builder Studio, create a new workspace if you haven't already.

    Important:

    The workspace Extension ID must be site_cxsales_Extension. For information on how to change the extension, see How can I change my project's Extension ID?.

    To create a workspace, see Before You Create an Application Extension. Be sure to follow the instructions for updating the extension ID for your workspace.

  3. Click the Menu icon, and then click Import.

    This screenshot illustrates how to import the .zip file.

  4. In the Import Resources dialog, add your compressed file and click Import.

  5. Click the Preview button to see your newly created application.

    This is a screenshot of the Preview button in Visual Builder Studio.

  6. The resulting preview link will be:

    https://<servername>/fscmUI/redwood/cx-custom/<object_name>_c

  7. Change the preview link as follows:

    https://<servername>/fscmUI/redwood/cx-custom/application/container/<object_name>_c

    Note:

    You must add /application/container to the preview link.

  8. You can now continue to change your application extension in Visual Builder Studio.

    For example, you can change the fields that display in the detail page's header region, or on a subview or create page. The Extension Generator adds some default fields, but you'll most likely want to add and remove fields depending on your business needs.

  9. If you need more smart actions, you can create them in Application Composer. For example, if you keep the Notes panel, then you must create a Create Note smart action.