Create a Layout for a Feature

In the Oracle add-in, there are standard pages for capturing details such as user accounts and appointments. However, your business may need you to capture certain additional details for accounts or appointments which aren't available in the standard pages.

In such situations, you can create your own layouts for these pages in the Oracle sales cloud. The layouts can be in any of the following page view formats: List, Detail, Edit, Picker, or Saved Search. In your own layouts, you can add fields of your choice and also decide user access at form level or even at a field level.

Here are the steps to create a layout:

1. Sign in to your sales cloud as the sales administrator or as a setup user.

2. Ensure that you're working in an active sandbox.

3. Go to Navigator > Configuration > Application Composer.

4. In the Common Set up Menu, or on the Overview page, go to Productivity Application Setup, and then select CX Cloud Microsoft 365.

5. Expand the feature for which you want to create a new layout. For example, expand the Accounts feature.

6. Within that, expand the type of page view. For example, expand the Detail view.

7. Click the Duplicate icon. Give a name to your new layout. Ensure that the name speaks the purpose of the layout.

8. Click OK.

9. Select the Active icon to make your layout active.

   Once you have created the layout, you can configure the fields that are available, assign roles, add criteria to the layout.

10. Click Save.

11. Publish the sandbox.