Contents
1 About This Guide
2 Before You Begin
- Get Started with Application Composer
- About Application Composer
- What's Required for Testing Configurations in the Sandbox
- Enable Sales Administrators to Test Configurations in the Sandbox
- Assign Yourself Additional Job Roles Required for Testing
3 Add Objects and Fields
- Overview of Using Application Composer
- Objects
- Security for Custom Objects
- Fields
- Define Fields
- Field Types and Field Properties
- Indexing Fields
- Creating Searchable Fields
- Field Display Labels
- User Interface Properties of Fields
- Define Required, Updatable, and Hidden Properties for Fields
- Edit the User Interface Properties of a Field
- Edit User Interface Properties of a Field Across Layouts
- Set the Required Field Property
- Set the Updatable Field Property
- Set the Hidden Field Property
- Edit Field Properties across Multiple Layouts
- View Field Properties
- Check Box Fields
- Currency Fields
- Date Fields
- Datetime Fields
- Dynamic Choice Lists
- Fixed Choice Lists
- Formula Fields
- Joins and Join Fields
- Long Text Fields
- Number Fields
- Percentage Fields
- Record Type Fields
- Text Fields
- How do I enable tagging of service requests?
- Actions and Links
- Overview of Smart Actions
- Direct Page Links for CX Sales
- Deep Links for Service Requests
- How to View Application Composer Changes
- How to View a Diagnostic Report of Your Application Composer Changes
- Import and Export Custom Objects
- FAQs for Using Application Composer
- What job role must I have to create my own objects in Application Composer?
- What's the difference between fixed choice lists and dynamic choice lists?
- What's the difference between Page Composer and Application Composer?
- What record sets is an owner permitted to search?
- How can I hide record set lookup codes of custom objects?
- How can I view a custom object's table and column details?
4 Extend Application Pages
- Overview of Application Pages
- Modify Application Pages Using Application Composer
- Application Pages for Standard Objects
- Application Pages for Custom Objects
- Search and Select Dialog Boxes
- Dynamic Page Layouts
- Overview of Dynamic Page Layouts
- Field Groups
- Page Layouts for Standard Objects
- Page Layouts for Custom Objects
- Standard Layouts vs. Custom Layouts
- Edit Page Layouts
- Add Field Groups to a Page Layout
- Assign Conditions to Page Layouts
- Configure Page Titles for Details Pages
- Set the Default Subtab for Details Pages
- Use Field Values to Control a Page Display
- Control a Page Display Based on a User's Role
- Use Advanced Expressions to Control a Page Display
- Configure the Summary Table on a Landing Page
- Enable or Disable Drill Down Fields in Application Pages
- Specify Drill-Down Fields for Custom Dynamic Choice List Fields
- Create and Add Custom Links to Application Pages
- Subtabs
- Mashups
- Modify Work Area Lists
- FAQs for Extending Application Pages
5 Groovy Scripts
- Overview of Groovy Scripts
- Groovy Scripting
- Server Scripts
- Object Functions
- Global Functions
- View Objects in Scripts
- Classes and Methods Supported in Groovy Scripts
- Groovy Scripting Examples
- Call REST Web Services from Groovy Scripts
- Call SOAP Web Services from Groovy Scripts
- How to Call SOAP Web Services
- SOAP Web Service References for Groovy Scripts
- Examples of SOAP Web Service Calls in Groovy Scripts
- Call an External SOAP Web Service from Groovy When No Security Scheme Is Required
- Call an External SOAP Web Service from Groovy with Message Protection
- Call an External SOAP Web Service from Groovy with Separate User Credentials over SSL
- Call an Internal SOAP Web Service from Groovy with Separate User Credentials over SSL
- Call an Internal SOAP Web Service with Message Protection Security
- Call an Internal SOAP Web Service from Groovy using SAML for ID Propagation
- Groovy Performance and Web Services
- Using Fields in Web Service Requests
- Runtime Messages
- Debug Your Groovy Scripts
- FAQ for Using Groovy Scripts
6 Object Workflows
- Overview
- About Object Workflows
- Commonly Used Object Workflow Terms
- Expression Builder for Object Workflows
- Examples of Object Workflows
- Update Fields Using Object Workflows
- Object Workflows and Email Notifications
- Object Workflows and Tasks
- Object Workflows and Outbound Messages
- Object Workflows and Business Processes
- Object Workflows and Business Processes
- Configure Business Processes for Object Workflows
- Set Up Serial Group Approval
- Set Up Parallel Approval
- Multiple Approvals on a Single Record
- Configure Object Workflows to Trigger Approval Requests for Creating Sales Leads
- Configure an Approval Process for Opportunities
- Object Workflows and Groovy Scripts
- Configure Object Workflows
- Configure Notification Delivery Methods from Object Workflow
- Delete Unpublished Object Workflows
- FAQs for Creating Object Workflows
7 Custom Subject Areas
- About Custom Subject Areas
- Custom Subject Area Objects
- Custom Subject Area Fields
- Measures
- Custom Subject Areas Dates
- Secure Custom Subject Areas
- Create Custom Subject Areas
- Publication Statuses of Custom Subject Areas
- How to Report on Custom Fields
- Hierarchies in Analytics
- Custom Subject Areas: Frequently Asked Questions
- Frequently Asked Questions (FAQs) for Custom Subject Areas
- How can I report on custom objects?
- Can I change a custom subject area's primary object?
- What happens if I change a custom subject area after it's published?
- How do I migrate my custom subject areas to a production environment?
- Why can't I see my custom subject areas in Oracle Analytics Answers or BI Composer after migrating them?
- Frequently Asked Questions (FAQs) for Custom Subject Areas