Creating a Content Data Input

Introduction

Content Data Input in Oracle Communication Cloud Service is an interactive component used in communication templates that allows recipients to enter information directly within a communication. It supports a variety of input types- such as signature using DocuDign service, dates, and checkboxes. This enables efficient data collection, personalized responses, and seamless integration of user-provided information into business processes.

Content Data Input categorizes the Content Data as an input element and determines its usage in the communication based on the configured input type.

Prerequisites

Following are the prerequisites to consider before creating a Content Data Input configuration.

Note:

Ensure that you complete the prerequisite before proceeding.

Prerequisites	Details
Set the Config ID	Config ID must be Active. Ensure all dependent configurations and associations are part of the same open Config ID. See Creating Config ID for more details.
Configure entitlements	Ensure that you have the required entitlements to create a Content Data Input. See Understanding Entitlements Management for information on Entitlements. See Content Data Input section under Content Data Configuration for entitlements required for Documents.
Create Content Data configuration	Ensure that you have created the Content Data that you want to associate to the Content Data Input configuration. See Creating a Communication Content Data for more details.
Create User Defined Data Format configuration	Ensure that you have created User Defined Data Format that you want to associate to the Content Data Input configuration. See Creating a Format for more details.
Create Communication Style configuration	Ensure that you have created the Communication Style that you want to associate to the Content Data Input. See Creating a Style for more details.

The Content Data Input configuration helps in grouping multiple versions of the Content Data Input, with the Active Date set during the configuration creation process, to determine when each version is activated.

Creating a Content Data Input configuration involves the following:

• Creating a Content Data Input
• Creating Content Data Input Version
• Associating Configurations (Optional)

Creating a Content Data Input

To create a Content Data Input configuration, follow these steps:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication.
3. Under Communication, select Data, and then select Content Data Input.
4. On the Communication Content Data Input landing page, select Create.
5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Content Data Input configuration.
6. In Data Input Type section, select the Input Type. This determines how data will be captured, aligning it with corresponding HTML input elements.
7. In Status section, Active Date is set to the current date when the Content Data Input configuration is created. You can modify it to a future date, if required.
8. Select Continue to configure Version of the Content Data Input configuration.

Creating Content Data Input Version

Versions allow for the creation of multiple iterations of a Content Data Input. Active Date helps control when each version of the Content Data Input becomes effective. While a Content Data Input can have several versions, at least one version must be created for a Content Data Input configuration.

To create Content Data Input Version, follow these steps:

1. On Create Communication Content Data Input version page, under Basic Information section, enter the Name and Description (optional) to identify the Content Data Input Version configuration.
2. In Status section, Active Date is set to the current date when the Content Data Input Version is created. You can modify it to a future date, if required.
3. Select Save to save the information and continue configuring the associations section or select Save & Exit to save and return to the landing page.

Associating Configuration (Optional)

Once you save the Version, the Associations section is displayed.

To associate the configurations, follow these steps:

1. In Update Communication Content Data Input page, under Association section select Add corresponding for the following:
   1. Communication Content Data: Select the Content Data that you want to associate to the Content Data Input configuration. This redirects you to a page where you can set a Function Type for the Content Data.
      1. Select to modify the Content Data.
      2. From Function Type, select the function that you want to associate to the Content Data.
      3. Select to save the changes or to discard the changes. Select Continue to save the details.
   2. User Defined Data Format: Select the User Defined Data Format that you want to associate to the Content Data Input configuration.
   3. Communication Style: Select the Communication Style that you want to associate to the Content Data Input configuration.
2. Select Save to save the details or select Save & Exit to save the details and return to the landing page.

Maintaining a Content Data Input Configuration

Introduction

You can update or delete Content Data Input configuration to cater to the changing business needs.

You can add multiple versions to a Content Data Input configuration. This can be done by either adding a child to the Content Data Input configuration or adding siblings to the Version. Additionally, you can duplicate an existing Version to create a new one. You also have the option to delete the Content Data Input configuration if the Config ID is open.

If the initial Config ID used for creating Content Data Input configuration is closed, and if you want to edit the configuration, see Editing a Configuration after Closing the Config ID.

You can update the following information:

• Editing a Content Data Input Configuration: Update the basic information of the Content Data Input configuration, Active Date, and Data Input Type if the Config ID is open. You can also create a child version under the same configuration.
• Editing a Content Data Input Version: Update the basic information of the Version and Active Date, remove associations, create new Version or duplicate an existing Version.
• Deleting a Content Data Input Version: Delete a Version that you are no longer using, if the Config ID is open.
• Deleting a Content Data Input Configuration: Delete a Content Data Input configuration that you are no longer using, if the Config ID is open.

Editing a Content Data Input Configuration

You can edit the basic information and Active Date of a Content Data Input configuration. You can also update the Data Input Type.

Perform the following steps:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication.
3. Under Communication, select Data and then select Content Data Input. This redirects you to the Communication Content Data Input landing page.
4. To edit the Content Data Input configuration, follow either one of these options from the Communication Content Data Input landing page:
   • From More Menu in Action column of the Content Data Input configuration, select Edit.
   • From Name column, select the required Content Data Input configuration name to view its Summary page. Then from Summary page, select Edit.

   This redirects you to the Update Communication Content Data Input page.

5. On Update Communication Content Data Input, modify the configuration based on requirements.
6. To add a child Version, select Actions from the top right corner and select Add Child. Provide the required information of the new Version.
7. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Editing a Content Data Input Version

You can modify the Version of the Content Data Input configuration. You can add a sibling or duplicate the existing Version to create a new one.

Perform the following steps:

1. From the left pane of Update Communication Content Data Input page, navigate to the Version and modify the basic information and Active Date, if required.
2. To remove the associations, select Expand All under Associations section. Select the More Menu under Action column of the respective Association and then select Remove.
3. To edit the Associations select Expand All under Associations section. Select the More Menu under Action column of the respective Association and then select Edit. Select to modify. After editing, select to save the changes or to discard the changes.
4. To add a sibling to the existing Version, select Actions from the top right corner and select Add Sibling. Provide the required information.
5. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing Version under the same Content Data Input configuration. You need to provide the required information and Active Date of the new version. The name, long name, and associations for the new Version will be duplicated from the previous Version.
6. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Deleting a Content Data Input Version

To delete the Content Data Input Version, it must not be associated to any other configurations. If the Content Data Input configuration has only one version and if you delete that version, then the corresponding Content Data input configuration also gets deleted.

Perform the following steps:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication.
3. Under Communication, select Data and then select Content Data Input. This redirects you to the Communication Content Data input landing page.
4. Follow either one of these options from the Communication Content Data Input landing page:
   • From More Menu in Action column of the Content Data Input configuration, select Edit.
   • From Name column, select the required Content Data Input configuration name to view its Summary page. Then from Summary page, select Edit.

   This redirects you to the Update Communication Content Data Input page.

5. From the left pane, navigate to the Version you want to delete.
6. If there are any associations, follow these steps to remove the association.
   1. Under Associations section, Select Expand All.
   2. Under Action column, select Remove corresponding to the association.
   3. Repeat the step to remove all the associations before deleting the Version.
7. On Update Communication Content Data Input Version page, from Actions from the top right corner, select Delete.
8. In the dialog box, select Delete to confirm.

Deleting a Content Data Input Configuration

You can delete a Content Data Input configuration if it is no longer required. Before deleting the configuration, you must ensure that the initial Config ID used for the configuration creation is open.

Perform the following steps:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication.
3. Under Communication, select Data and then select Content Data Input. This redirects you to the Communication Content Data Input landing page.
4. To delete the Content Data Input configuration, follow either one of these options from the Content Data Input landing page:
   • From More Menu in Action column of the respective Content Data Input configuration, select Delete. In the dialog box, select Delete to confirm.
   • From More Menu in Action column of the respective Content Data Input configuration, select Edit. This redirects you to the Update Content Data Input page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.