Creating a Content Data Table

Introduction

Content Data Table in Communication Cloud Service allows you to define data in tabular format in the communication. This Table is comprised of components such as Cell, Table Header, Body, and Footer. You can insert a Content Data Table by configuring each of the components and associating it to the Content configuration. You can associate Table Row to apply Style to each of row. You first need to create Table Cell to configure Table Header, Table Body, and Table Footer by associating the cells to the respective components.

While configuring each of the component, except Table Cells, you can associate Field iteration to define how many times and in what order that particular component needs to be repeated.

See Understanding Communication for more information.

Prerequisites

Following are the prerequisites to consider before creating a Table configuration in Communication Cloud Service:

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.
Configure Entitlements	Ensure that you have the required entitlements to create a Table. See Understanding Entitlements Management for information on Entitlements.
Create User Defined Data Structure and Field configuration	Ensure that you have created User Defined Data configuration that you want to associate to the Table configuration. See Creating a Structure and Creating a Field for more details.
Create Content Data Assets	Ensure that you have created the Content Data assets. See: Creating a Content Data Creating a Content Data Group Creating a Content Division
Create Table Row configuration	Ensure that you have created Table Row to associate to the Table configuration. See Creating Content Data Table Row for more details.
Create Communication Style configuration	Ensure that you have created Communication Style that need to be associated to the Content Data Table configuration. See Creating a Style for more details.

Steps for Creating a Table

• Providing Basic Information, Active Date, and Associating User Defined Data Structure
• Creating a Version
• Creating a Table Cell
• Creating a Table Header
• Creating a Body
• Creating a Footer

Providing Basic Information, Active Date, and Associating User Defined Data Structure

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication.
3. Under Communication, select Content Data, select Table, and then select Table.
4. On the Communication Content Data Table landing page, select Create.
5. In Basic Information section enter the Name, Long Name, and Description (optional) to identify the Table.
6. Select Table Dimension to define the structure of the Table.
7. In Status section, Active Date is set to the current date when the Table is created. You can modify it to a future date, if required.
8. (Optional) Select Add User Defined Data Structure under User Defined Data Structure and select the User Defined Data Structure that you want to associate to the Table.
9. Select Continue to save the details and continue with the next steps.

Creating a Table Version

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

To create Table Version, follow these steps:

1. On Create Communication Content Data Table page, under Basic Information section, enter the Name, Long Name, and Description (optional) to identify the Table Version.
2. In Status section, Active Date is set to the current date when the Version is created. You can modify it to a future date.
3. Select Add Field Association under Field Association section, and then select the Field Iteration configuration that you want to associate to the Version. This Field Iteration defines the how many times and in what order the entire table will be iterated.

Creating a Table Cell

Table Cell configuration determines the specification of each cubicles of the Table. Cell Data Type decides what the cell represents.

Steps for creating a Table Cell

• Providing Basic Information, Active Date, and Cell Data Type
• Creating a Version
• Associating the Content Data Assets

Providing Basic Information, Active Date, and Cell Data Type

1. On Create Communication Content Data Table Cell page, under Basic Information section, enter the Name, Long Name, and Description (optional) to identify the Table Cell.
2. Select Cell Data Type. This Cell Data Type defines the Cell type, whether the cell can be used as Table Header, Body, or Footer. Select the following Cell Data Type based on your requirement:

   Cell Data Type	Usage
   Data	For Body and Footer.
   Table Header	For Table Header.

3. Under Table Cell Span select the following:
   1. Select Row Span to merge the cells vertically.
   2. Select Column Span to merge the cells horizontally.
4. In Status section, Active Date is set to the current date when the Table Cell is created. You can modify it to a future date.
5. Select Continue to save the details and continue with the next step.

Creating a Table Cell Version

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

To create a Table Cell Version, follow these steps:

1. On Create Communication Content Data Table Cell Version page, enter Name, Long Name, and Description (Optional), to identify the Cell Version.
2. In Status section, Active Date is set to the current date when the Table Cell Version is created. You can modify it to a future date.
3. Select Save to save the details and continue with the associations or select Save & Continue.

(Optional) Associating the Content Data Assets

Once you save the Cell Version, the Associations section gets displayed.

Note:

The Communication Style you associate overrides Communication Style and Table Row associated under the Version of Table Table Header, Table Body, or Table Footer.

1. On Create Communication Content Data Table Cell Version page, under Associations section, perform the following:
   1. Select Add next to Content Data and select the Content Data that you want to associate to the Cell version.
   2. Select Add next to Content Data Group and select the Content Data Group that you want to associate to Cell Version.
   3. Select Add next to Content Data Division and select the Content Data Division that you want to associate to the Cell Version.
   4. Select Add next to Communication Style and select the Communication Style that you want to associate to the Cell Version.

Creating a Table Header

Table Header in Table defines the Table Header row of the table. Steps for creating a Table Header are:

• Providing Basic Information and Active Date
• Creating a Version
• Associating Table Cell, Table Row, and Communication Style

Providing Basic Information and Active Date

1. On Create Communication Content Data Table Header page, enter Name, Long Name, and Description (optional), to identify the Table Header.
2. In Status section, Active Date is set to the current date when the Table Header is created. You can modify it to a future date.
3. Select Continue to save the details and continue creating the Version.

Creating a Table Header Version

In Table Header Version, you can associate field iteration which determines how many times and is which order the Table Header needs to be repeated in the Table. You can also associate Table Row, Table Cell, and Communication Style. Active Date in Table Header Version control when the Version gets effective.

To create a Table Header Version, follow these steps:

1. On Create Communication Content Data Table Header Version, enter Name, Long Name, and Description (optional), to identify the Table Header version.
2. In Status section, Active Date is set to the current date when the Table Header is created. You can modify it to a future date.
3. (Optional) Select Add Field Association under Field Association and select the Field iteration configuration that you want to associate to the Version.
4. Select Save to save the details or select Save & Continue to save the details and continue with next step.

(Optional) Associating Table Cell, Table Row, and Communication Style

Once you save the Version, the Association section gets displayed.

To create the association, follow the steps:

1. On Create Communication Content Data Table Header Version page, do the following:
   1. Select Add next to Table Cell and select the Cell(s) that you want to assign as Header.
   2. Select Add next to Table Row and select the Table Row configuration that you want to associate to the Header.
   3. Select Add next to Communication Style and select the Style configuration that you want to associate to the Header.
2. Select Save to save the details or select Save & Continue to save the details and continue with the next step

Creating a Table Body

In Body, you can associate the created cells as body of the Table. You can also associate Table Row to apply style to the row(s) of the body and User Defined Data Field to apply iteration.

Steps for creating a Table Body:

• Providing Basic Information
• Creating a Version
• Associating Table Cell, Table Row, and Communication Style

Providing Basic Information

1. Navigate to the Body from the left pane. On Create Communication Content Data Table Body page, enter Name, Long Name, and Description (optional) to identify the Body.
2. In Status section, Active Date is set to the current date when the Body is created. You can modify it to a future date.
3. Select Continue to save the details and create the Version

Creating a Table Body Version

In Body Version, you can configure the components required for the Table Body. The Active Date controls when the Version gets effective.

To create a version, follow the steps:

1. On Create Communication Content Data Table Body Version page, enter Name, Long Name, Description (optional) to identify the Version.
2. In Status section, Active Date is set to the current date when the Version is created. You can modify it to a future date.
3. Select Add Field Association under Field Association and select the User Defined Data Field that you want to associate to the Version of the Body. This User Defined Data Field determines how many times and in which order the body will be repeated in the Table.
4. Select Save to save the details and continue with the associations or select Save & Continue to save the details and continue with the next step.

(Optional) Associating Table Cell, Table Row, and Communication Style

Once you save the Version, the Association section gets displayed.

To create the association, follow the steps:

1. On Create Communication Content Data Table Body Version page, do the following:
   1. Select Add next to Table Cell and select the Cell(s) that you want to assign as Body.
   2. Select Add next to Table Row and select the Table Row configuration that you want to associate to the Body.
   3. Select Add next to Communication Style and select the Style configuration that you want to associate to the Body.
2. Select Save to save the details or select Save & Continue to save the details and continue with the next step

Creating a Table Footer

In Footer, you can configure the footer row of the table. You can also associate Table Row to apply style to the Footer and User Defined Data Field to apply iteration.

Steps for creating a Table Footer:

• Providing Basic Information
• Creating a Version
• Associating Table Cell, Table Row, and Communication Style

Providing Basic Information

1. Navigate to the Footer from the left pane, on Create Communication Content Data Table Footer page, enter Name, Long Name, Description (optional) to identify the Footer.
2. In Status section, Active Date is set to the current date when the Footer is created. You can modify it to a future date.
3. Select Continue to save the details and continue with the Version

Creating a Table Footer Version

In Footer Version, you determine the Footer row cell with Style applied to it, if required. Active Date controls when the Version gets effective.

To create a Version, follow these steps:

1. On Create Communication Content Data Table Footer Version page, enter Name, Long Name, Description (optional) to identify the Version.
2. In Status section, Active Date is set to the current date when the Version is created. You can modify it to a future date.
3. Select Add Field Association under Field Association and select the User Defined Data Field that you want to associate to the Footer Version. This User Defined Data Field determines how many times and in which order the Footer gets repeated in the Table.
4. Select Save to save the details and continue with the association, or select Save & Exit to save the details and return to the landing page.

(Optional) Associating Table Cell, Table Row, and Communication Style

Once you save the Version, the Association section gets displayed.

To create the association, follow the steps:

1. On Create Communication Content Data Table Footer Version page, do the following:
   1. Select Add next to Table Cell and select the Cell(s) that you want to assign as Footer.
   2. Select Add next to Table Row and select the Table Row configuration that you want to associate to the Footer.
   3. Select Add next to Communication Style and select the Style configuration that you want to associate to the Footer.
2. Select Save to save the details or select Save & Exit to save the details and return to the landing page.

Maintaining Content Data Table Configuration

Introduction

You can update or delete Content Data Table configuration to cater to the changing business needs. When you replace or add new associations, ensure that those configurations belong to the same Config ID that you used to create the Content Data Table configuration. If the initial Config ID used for creating the Content Data table configuration including all its associations is closed, and if you want to edit the configuration, see Editing a Configuration after Closing the Config ID.

You can update the following Content Data Table information:

• Editing a Content Data Table Configuration: Update the basic information of the Content Data table configuration and Active Date, or add new Version under the same configuration.
• Editing a Version: Update the basic information of the Version, Active Date, duplicate to create a new Version, or add new Version.
• Editing a Table Cell: Update Basic Information and Active Date, duplicate to create a new cell, or add new sibling Cell. You can also remove the associations.
• Editing a Header, Body, and Footer: Update the basic information of the Header, Body, and Footer and Active Date, or remove the associations.
• Deleting Table Cell: Delete a Content Data Table Cell that you are no longer using, if the Config ID is open. 
• Deleting a Version: Delete a Version that you are no longer using, if the Config ID is open. 
• Deleting a Content Data Table Configuration: Delete a Content Data Table configuration that you are no longer using, if the Config ID is open. 

Editing a Content Data Table Configuration

You can edit the basic information and Active Date of a Content Data Table configuration. You can also add new Version under the same configuration. 

Perform the following steps:

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

     This redirects you to Update Communication Content Data Table page. 

5. On Update Communication Content Data Table page, modify the information, Table Dimension, and Active Date as required.
6. To remove the User Defined Data Structure, select More Menu under Action column, and then select Remove.
7. To add new Version, from Actions on the top right corner, select Add Child and provide information of the new Version.

Editing a Table Version

You can edit the basic information and Active Date of a Version. You can add new Version or duplicate to create a new Version under the same Table configuration. 

Perform the following steps:

1. From the left pane of Update Communication Content Data Table page, navigate to the Version and modify the basic information and Active Date, if required. 
2. To remove User Defined Data Structure, in Field Association section, select More Menu under Action column, and the select Remove.
3. Select Add Child from Actions on the top right corner, to create new Version.
4. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing version under the same Table configuration. You need to provide the required information and Active Date of the new version. The Description and Associations for the new Version will be duplicated from the previous Version.

Editing a Table Cell

You can edit the basic information and Active Date of a Table Cell. You can add new Table Cell Version or duplicate to create a new Cell Version under the same Table configuration. 

Perform the following steps:

1. From the left pane of Update Communication Content Data Table page, navigate to the Table Cell and modify the basic information, Cell Data Type and Active Date, if required. 
2. Update Row Span and Column Span as required.
3. To remove the association, select Expand All under Associations section, select More Menu under Action column, and then select Remove.
4. Select Add Sibling from Actions on the top right corner, to create new Cell Version. Provide the required details to the new Cell Version.
5. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing Cell version under the same Table configuration. You need to provide the required information and Active Date of the new Cell version. The Description and Associations for the new Version will be duplicated from the previous Version.

Editing a Header, Body, and Footer

You can edit the basic information and Active Date of a Table Header, Body, and Footer.

Perform the following steps:

1. From the left pane of Update Communication Content Data Table page, navigate to the respective Header, Body, and Footer to modify the basic information and Active Date, if required.
2. Navigate to the Version of Header, Body, and Footer to modify the basic information and Active Date.
3. To remove associations, select Expand All under Associations section, select More Menu under Action column, and then select Remove.

Deleting a Table Cell

To delete the Table Cell, it must not be associated to any other configuration and all its child Cell Version should have been deleted. Before deleting a configuration, you must ensure that the initial Config ID used for configuration creation is open.

Perform the following steps:

1. From the left pane of Update Communication Content Data Table page, navigate to the Cell you want to delete.   
2. On Update Communication Content Data Table Cell Version page, from Actions on the top right corner, select Delete.  
3. In the dialog box, select Delete to confirm.  

Deleting a Table Version

To delete the Table Version, it must not be associated to any other configuration and all its sibling Version configurations should have been deleted. Before deleting a configuration, you must ensure that the initial Config ID used for configuration creation is open. If the Table configuration has only one version and if you delete that version, then the corresponding Table configuration also gets deleted.

Note:

If you delete the Table Version, the corresponding Table Header, Table Body, and table Footer also get deleted.

Perform the following steps: 

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication and then select Content Data.
3. Under Content Data, select Table, and then select Table. This redirects you to the Communication Content Data Table landing page.
4. Follow either one of these options from the Communication Content Data Table Row landing page:
   1. From More Menu in Action column of the respective Table configuration, select Edit.
   2. Select the Name of the respective Table configuration. This redirects you to the Summary page of the configuration. Select Edit.
5. From the left pane, navigate to the Version you want to delete.
6. If there are any associations, 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 Table Version page, from Actions from the top right corner, select Delete. 
8. In the dialog box, select Delete to confirm. 

Deleting a Table Configuration

You can delete a Table configuration if it is no longer required. It must not be associated to any other configuration and all its Version configurations (except one) should have been deleted. 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 and then select Content Data.
3. Under Content Data, select Table, and then select Table. This redirects you to the Communication Content Data Table landing page.
4. To delete the Table configuration, follow either one of these options from the Communication Content Data Table landing page:
   1. From More Menu in Action column of the respective Table configuration, select Delete. In the dialog box, select Delete to confirm. 
   2. From More Menu in Action column of the respective Table configuration, select Edit. This redirects you to the Update Communication Content Data Table page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.