• Title and Copyright Information
• Get Help
• 1 About This Guide
  • Audience and Scope
  • Related Guides
  • Additional Common and Advanced Setup Tasks
• 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
    • Define Objects
    • Object Relationships
    • One-to-Many Relationships
    • Many-to-Many Relationships
    • Activate Global Search on Objects You Created or Deactivated
    • Custom Object Public Unique IDs
  • Security for Custom Objects
    • Make Custom Object Pages Visible to Users
    • Manage Security by Object
    • Manage Security by Role
    • Enable Access Group Security for Custom Objects
    • Enable Team-Based Access to Custom Objects
    • Enable Territory-Based Access to Custom Objects
    • Manage Security for Owner and Owner Management Chain
  • 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
      • Overview of Dynamic Choice Lists
      • Data Filters for 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
    • Create REST-Based Smart Actions
    • Create Object Function-Based Smart Actions
    • Create UI-Based 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
    • About Search and Select Dialog Boxes
    • Configure a Search and Select Dialog Box for Custom Objects
    • Examples of How You Can Use Custom Object Search and Select Dialog Boxes
    • Configure a Search and Select Dialog Box for Standard Objects
    • Prepopulate a Search and Select Dialog Box with Default Values
  • 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
    • Overview of Subtabs
    • Subtab Types
    • Related Object Subtabs
    • Child Object Subtabs
    • Context Link Subtabs
    • Common Component Subtabs
    • Mashup Content Subtabs
    • Intelligent Advisor Interview Subtabs
    • Create and Reorder Subtabs in Application Details Pages
    • Access Parent Data When Creating Subtab Records
  • Mashups
    • Overview of Mashups
    • Register Your Web Application
    • Edit Registered Web Applications
    • Embed a Registered Web Application into Your Application Page
    • Enable Your Embedded Application to Call CRM APIs
    • Enable Your Embedded Visual Builder Application to Call CRM APIs
    • View Mashup Content
  • Modify Work Area Lists
    • Create Work Area Lists for Others in the Organization
    • Remove a List by Deleting or Hiding the Underlying Saved Search
  • FAQs for Extending Application Pages
    • What's the difference in upgrade behavior between standard layouts and duplicated layouts?
    • How can I change what columns are displayed for users in the work area?
    • How can I reset all personalization changes made by a specific end user?
• 5 Groovy Scripts
  • Overview of Groovy Scripts
  • Groovy Scripting
  • Server Scripts
  • Object Functions
    • Overview of Object Functions
    • Define Object Functions
    • Use Object Functions for Scheduled Processes
    • Best Practice for Scheduling Object Functions: Test Capacity Runs
  • Global Functions
  • View Objects in Scripts
  • Classes and Methods Supported in Groovy Scripts
  • Groovy Scripting Examples
  • Call REST Web Services from Groovy Scripts
    • How to Call RESTful Web Services from Groovy Scripts
    • Register REST Endpoints
    • Integrate with Oracle SaaS REST Services
    • Integrate with External REST Services
  • 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
    • Why did my Groovy expression time out?
• 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
    • About Email Notifications
    • Send Email Notifications
    • Create and Manage Email Templates
  • Object Workflows and Tasks
    • Create Tasks
    • Enable Task Creation for Object Workflows
  • Object Workflows and Outbound Messages
    • Send Outbound Messages to Web Services
    • Configure External Web Services
  • 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
    • How Object Workflows and Groovy Scripts Work Together
  • Configure Object Workflows
  • Configure Notification Delivery Methods from Object Workflow
  • Delete Unpublished Object Workflows
  • FAQs for Creating Object Workflows
    • Why are some email templates invalid?
    • Can I specify multiple approvers when configuring a business process flow event action?
• 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?