Extend Sales Forecasting with Configurable Opportunity Drawer

Sales managers can view and access key opportunity information for sales forecasts in Redwood UX by using the Edit Opportunity smart action. Smart actions are contextual actions that are mapped to an object and client application.

Here are the high level steps to set up the Edit Opportunity smart action from Application Composer.

Note: Before you start, you must have the Manage Sales Forecast from Digital Sales (ZSF_MANAGE_DIGITAL_SALES_FORECAST) privilege and the View Sales Forecast from Digital Sales (ZSF_VIEW_DIGITAL_SALES_FORECAST) privilege.

1. Create a sandbox with Application Composer.
2. From the Tools menu select Application Composer.
3. Select Smart Actions.
4. Enable Edit Opportunity smart action by selecting Yes from the Enabled drop-down list.
5. Publish the sandbox.

Here are sample screenshots of the Edit Opportunity smart action that opens the opportunity drawer from where you can view and make updates to the selected opportunity record.

Optionally, you can rename the sales forecast smart action using the User Interface Text tool. See the Tools for Changing Text section of the Configuring and Extending Applications guide for more details.

You can use VB Studio to configure the fields and layout of the Edit Opportunity drawer. See How can I modify standard Sales pages in Oracle Visual Builder Studio? and What You Can Configure for more information.