1. How do I implement and configure Oracle CX Sales Mobile?
  2. Configure the App Using the Configuration Tool

Configure the App Using the Configuration Tool

You can configure the Oracle CX Sales Mobile Apple and Android applications using an easy-to-use interface designer in Application Composer. Using the interface designer, you can configure the app to match your business requirements, such as selecting which objects and fields are visible in the application, and defining when a page layout displays.

Navigate to the Configuration Tool

First, navigate to the configuration tool:

  1. Select or create a sandbox that you want to use for your configurations. Make sure that your sandbox includes Application Composer as an active tool.

  2. Open Application Composer by selecting Application Composer in the Configuration category in the Navigator menu.

  3. Under the Common Setup Menu, or on the Overview page, click Mobile Application Setup.

  4. Click the CX Sales Mobile Composer tab to open the CX Sales Mobile configuration tool.

Here's what the configuration tool looks like:

Screenshot showing the mobile configuration tool described in the next paragraphs

On the left-hand side of the configuration tool, you can see the Application Features pane which lists the standard and custom objects that are enabled for CX Sales Mobile in the current sandbox (callout 1 in the screenshot). This pane also includes the settings that you can set up for CX Sales Mobile, which include the offline settings and user settings.

In the center of the configuration tool, you can see a visual representation of your configured version of the CX Sales Mobile app (callout 2 in the screenshot). Scroll to the bottom of the page and you can see the + Add Feature button, which will add another standard or custom object to the app.

Note: If you're adding a custom object, ensure that the Include in Service Payload option is enabled for an object in Application Composer. For details about how to do this, see the "Add Objects and Fields in Application Composer" chapter in the Extending CX Sales and Fusion Service guide.

Create Page Layouts for Standard and Custom Objects

If you decide that you want to change the standard layout for an object, you can create a new page layout and configure it to suit your company's requirements. There are four different types of page layouts that you can create: A List page, a Summary page, an Edit page, and a Picker layout. Here are the basic configuration steps that will enable you to make simple changes to a layout:

  1. In the Application Features pane, click the standard or custom object that you want to create a layout for.

  2. Select the relevant type of page layout, such as the List or Summary.

  3. In the Layouts pane, click the Click to Clone icon for the standard layout and enter a layout name.

  4. Change the fields that appear by clicking the relevant field and selecting a new field from the Select Field pop-up page.

  5. You can remove fields by clicking the field and then clicking the cross icon.

  6. To move a field, click on the field that's positioned where you want your field to appear, and select or search for the relevant field in the Select Field pop-up page. If you want to re-position the field that you have just removed, click on the field that's positioned where you want your field to appear, and select the relevant field.

  7. Click Save in the top right-hand corner of the configuration tool page.

  8. Test and publish your new page layouts. See the Test Your Configurations topic for details about how to check your mobile configurations.

If you want to make more extensive changes to a page layout, you will need to familiarize yourself with the additional capabilities of the different types of page layouts. See these topics in the Configure the Page Layouts section in the Implementing Sales guide for more details: