Extending the Notes Drawers

You can use Visual Builder (VB) Studio to extend the data that displays in the Create Note and Note Detail drawers. You can add, remove, or reorder fields that are exposed by the Oracle Utilities Customer Information System APIs and are mapped in the corresponding Utility Data Model template.

You can extend note drawers by:

• Adding new fields
• Reordering existing fields
• Removing existing fields
• Mapping fields to different templates for custom layouts

Be aware that you can add new fields or change layouts within individual sections, but you can't add new sections, remove existing sections, reorder existing sections, or rename existing sections. The drawer structure is not extensible.

This example shows how to configure the Create Note drawer using extensibility.

This example assumes that the reader understands how to use VB Studio. For additional information, see:

• Using the Customer Dashboard in the Using CX for Utilities Agent Service Guide

• The Visual Builder Studio library in the Oracle Help Center

• Customizing Variables and Constants in the Extending Oracle Cloud Applications with Visual Builder Studio Guide

Example: Configuring the Create Note Drawer

Use these steps to modify the Create Note drawer:

1. Log into CX for Utilities Agent Service as an administrator.

2. Click the menu at the top right of the page and select Edit Page in Visual Builder Studio. Note that if Ask Oracle is enabled, hover over the Oracle button at the bottom right and select the Edit icon.

3. Select your workspace and click Select. Note that you can also create a new workspace if needed.

4. In the Layouts panel, expand Customer Experience For Utilities, then select the Note layout (for Account or Contact).

5. Open the Rule Sets sub-tab, where you can see two rule sets, one for Create Note and the other to Get Note Detail in the drawer.
6. To Edit the Create Account Note form:
   1. Navigate to the Account Note layout.
   2. Create a custom rule for Create Note.
   3. Select the dynamic form used to create an account note.
   4. Click the Duplicate icon next to the Default rule to create a new custom rule.
   5. In your new rule, add fields as needed. For example, add Visibility Code to let users choose between Internal and External notes.
   6. Remove or reorder fields as needed.
7. To edit the Note Detail drawer, you have two options that are described in the next 2 steps. Complete one of these.
8. Option 1:
   1. Go to the activity fragment and select getAccountNote.
   2. Click on Fields, then add or remove fields from the dynamic form.
9. Option 2:
   1. Navigate to the Account Note layout.
   2. Select the getAccountNote dynamic form.
   3. Click the Duplicate icon next to the Default rule to create a custom rule.
   4. Add new display-only fields as needed.
10. To edit the Create Contact Note form:
    1. Navigate to Contact Note Layout.
    2. Create a custom rule for Create Note.
    3. Select the dynamic form used for creating a Contact Note.
    4. Click the Duplicate icon next to the Default rule to create a new custom rule.
    5. In your new rule, add, remove, or reorder fields as needed.
11. To edit the Note Detail drawer for a contact note, you have two options that are described in the next 2 steps. Complete one of these.
12. Option 1:
    1. Go to the activity fragment and select getContactNote.
    2. Click on Fields, then add or remove fields from the dynamic form.
13. Option 2:
    1. Navigate to the Contact Note layout.
    2. Select the getContactNote dynamic form.
    3. Click the Duplicate icon next to the Default rule to create a custom rule.
    4. Add new display-only fields as needed.
14. After applying your changes, save the updated layout.
15. Click the Preview icon and review the form to verify that the new fields and customizations are visible and working as intended.