(22B) Oracle CX Sales and Oracle B2B Service: Composers & Scripting

• Contents

Course Introduction

• Learning Objectives
• Course Audience
• Course Prerequisites
• Course Goal
• Course Objectives
• Course Methodology
• Course Materials
• Course Agenda
• Resources: Documentation
• Resources: My Oracle Support
• Resources: Other Resources

Extensibility Framework

• Learning Objectives
• Oracle Advertising and Customer Experience (CX)
• Oracle CX Sales and B2B Service
• Oracle Cloud Technology
• Full Lifecycle Support
• Oracle Cloud Predefined Functionality
• User Access to Oracle Cloud Applications: User Interface (UI)
• Extending Sales and Service
• Oracle Cloud Applications
• MVC Implementation
• Terms Used in Modifying Sales and Service
• Extending Oracle Cloud Applications
• Oracle Metadata Services (MDS)
• MDS Modifications
• Modification Levels
• Example: Two Users, Two Experiences
• Composer Tools
• Development Best Practices
• Resources
• Lesson Highlights

Sandboxes

• Learning Objectives
• Technical Challenge and Solution: Configurator Conflict
• Sandboxes
• When Should You Use a Sandbox?
• Create a Sandbox
• Enter a Sandbox
• Work in a Sandbox
• Object Locking
• Publish a Sandbox
• Refresh a Sandbox
• Publishing Sandboxes
• Delete a Sandbox
• Recommended Practices and Additional Information
• Use the Metadata Manager Tool
• Object-Specific Metadata
• Lesson Highlights
• Practice

Extend Standard Objects

• Learning Objectives
• Objects
• Standard Objects
• Custom Objects
• Field
• Field Types
• System Fields
• Standard Fields
• Custom Fields
• Pages
• Application Pages
• Modifying an Existing Object
• Examples: Use Cases For Modifying an Existing Object
• Modify an Existing Object
• 1. Select and Activate a Sandbox
• 2. Navigate to the Object
• 3. Add Fields
• 4. Modify the Page Layouts
• 5. Verify the Appearance of the Object
• 6. Publish the Sandbox
• Lesson Highlights
• Practice

Create Custom Objects

• Learning Objectives
• Additional Entity Requirements
• Custom Objects
• Custom Objects: Standard Fields
• Custom Objects: Pages
• Custom Objects: Security
• Custom Objects: Available Operations
• Examples: Use Cases For Creating Custom Objects
• Create a Custom Object
• 1. Create or Activate a Sandbox
• 2. Create a Custom Object
• 3. Create Fields for the Custom Object
• 4. Create Pages for the Custom Object
• 5. Manage Custom Object Security
• 6. Review and Publish the Object
• Custom Objects and Relationships
• Lesson Highlights
• Practice

Fixed Choice Lists

• Learning Objectives
• Fixed Choice Lists
• Lookup Types
• Lookup Types: Definitions
• Lookup Types: Other Important Attributes
• Examples: Use Cases For Creating New Lookups
• Configure a Fixed Choice List Field
• 1. Create or Edit a Fixed Choice List Field
• 2. Select or Create the Lookup Type
• 3. Edit the Lookup Values
• 4. Make the Field Visible on a Page
• 5. Save, Close, and Test the Choice List
• Dependent Fixed Choice List Fields
• Value Maps
• Create a Dependent Fixed Choice List Field
• 1. Create the Parent Fixed Choice List Field
• 2. Create the Child Fixed Choice List Field, Specifying the Parent
• 3. Create a Value Map
• 4. Make the Field Visible and Test the Choice List
• Lesson Highlights
• Practice

Dynamic Choice Lists

• Learning Objectives
• Dynamic Choice List Field
• Dynamic Choice List Field: Example
• Search and Select Dialog Layouts
• Search and Select Dialog Layouts: Default Search
• Search and Select Dialog Pages: Default Search
• Examples: Use Cases For Creating Dynamic Choice Lists
• Configure a Dynamic Choice List Field
• 1. Create or Edit a Dynamic Choice List Field
• 2. Select the Related Object and Field to Display
• 3. Select Additional Options: Data Filter
• 3. Select Additional Options: Advanced Data Filter
• 4. Make the Field Visible on a Page
• 5. Save, Close, and Test the Choice List
• Objects Without Search and Select Dialog Layouts
• Lesson Highlights
• Practice

Child Objects, Related Objects, and Relationships

• Learning Objectives
• Associated Entities
• Object Relationships
• Types of Objects in Relationships
• Top-Level objects
• Child Objects
• Relationship Cardinality
• Relationship Type
• Reference Relationship
• Many-to-Many Relationship
• Parent-Child Relationship
• Choice List Relationship
• Configure a Relationship
• Examples: Use Cases For Creating Object Relationships
• Configure a Parent-Child Relationship
• 1. Navigate to the Parent Object
• 2. Create the Child Object
• 3. Add Fields to the Child Object
• 4. (Optional) Add Child Object Pages
• 5. Edit the Child Object Security
• 6. Display the Object
• 7. Verify the Results
• Joins
• Join Fields
• Display Join Fields
• Data Modeling: Considerations
• Data Modeling: Top-level versus Child Object
• Data Modeling: One-to-Many Relationship
• Data Modeling: Many-to-Many Relationship
• Lesson Highlights
• Practice

Subtabs

• Learning Objectives
• Additional Content
• Notes
• Change History
• Context Link Data
• Web Application (Mashup) Content
• Analytics Subtabs
• Display Notes or Change History
• 1. Select the Layout to Modify and Add a Subtab
• 2. Add a Notes or Change History Subtab
• 3. For Change History, Enable Auditing
• Display Context Link Data
• 1. Select the Layout to Modify and Add a Subtab
• 2. Specify the Object, Filters, and Fields
• Example: Show All Other Demonstration Assets Associated with the Same
• Owner
• Display Web Content
• 1. Create a Mashup
• 2. Select the Layout to Modify and Add a Subtab
• 2. (Alternative) Add Mashup Content to the Summary Page
• 3. Modify the URL
• 4. Test the Results
• Display Analytics
• 1. Expose an Analytics Subtab
• 2. Add Content to the Subtab
• Additional Subtab Features
• Lesson Highlights
• Practice

Dynamic Layouts

• Learning Objectives
• Dynamic Layouts
• Dynamic Layout Examples
• Dynamic Layout Types
• Summary of Features: Page Layouts
• Example: Enable Mass Update of Fields
• Example: Group User Information Fields
• Summary of Features: Subtab Layouts
• Object-Specific Dynamic Layout Types
• Example: Service Request-Specific Dynamic Layout Areas
• Record Type Fields
• Record Type Field Properties
• Configure a Dynamic Layout for a Page
• 1. Modify or Duplicate an Existing Layout
• 2. Configure the Conditions: Record Types
• 2. Configure the Conditions: Roles
• 2. Configure the Conditions: Expressions
• 3. Configure the Layout
• 4. (Optional) Reorder the Layouts
• 5. Test the Results
• Recommended Practices
• Lesson Highlights
• Practice

Scripting

• Learning Objectives
• Scripts
• Groovy
• Groovy Syntax
• Groovy Comments
• Add Groovy Variables
• Use Object Fields in Groovy
• Set Object Field Values in Groovy
• Dealing with Null Values
• Expression Builder
• Palette
• Functions Tab
• Add a Function
• Fields Tab
• Keywords Tab
• Web Services Tab
• Validate a Script
• Scripting Uses
• Scripting Recommended Practices
• Lesson Highlights

Field Level Scripting

• Learning Objectives
• Scripting Uses
• Formula Field
• Formula Field: Example
• Create a Formula Field
• 1. Create the Field
• 2. Specify the Field Dependency
• 3. Write the Script
• 4. Test the Field
• Field-Level Scripts
• Field-Level Scripts: Examples
• Example: Require Package Contents
• Example: Make Package Contents Read-Only
• Example: Calculate Delivery Date
• Scripting Recommended Practices for Field-Level Scripts
• Lesson Highlights
• Practice

Validation and Triggers

• Learning Objectives
• Object Level Scripting
• Validation Rule
• Trigger
• Create a Validation Rule
• 1. Select the Object
• 2. Select the Level of the Rule
• 3. Create the Error Message
• 4. Create the Rule
• 5. Test the Rule
• Create a Trigger
• 1. Select the Object
• 2. Select the Level of the Trigger
• 3. Specify the Triggering Event
• 4. Write the Trigger Script
• 5. Create the Error Message
• 6. Test the Trigger
• Recommended Practices for Optimal Performance
• Lesson Highlights
• Practice

Object and Global Scripts

• Learning Objectives
• Object Level Scripting
• Object Function
• Global Function
• Invoke a Function
• Actions and Links
• Adding Actions and Links to Pages
• Smart Actions
• Notifications
• Use Cases for Object Functions
• Create a Function
• 1. Create an object level or Global Function
• 2. Write the Script
• 3. Invoke the Function from Other Functions
• 4. Add an Action to Invoke the Function
• 5. Test the Function
• Lesson Highlights
• Practice

Accessing Other Objects in Groovy

• Learning Objectives
• Review: Use an Object's Fields in Groovy
• Access Fields of Related Objects in Groovy
• Review: Access Parent Object Fields
• Access Child Object Fields
• Example: Count the Number of Contacts Named Smith Associated with the Current Opportunity
• Access Dynamic Choice List Fields
• Access 1:M Relationships
• Many-to-Many Relationships
• Access M:M Relationships
• Code Example: Determine Whether An Account Is Assigned Any Demonstration Assets
• View Objects
• View Criteria
• Additional View Object Methods
• Code Example: Create a New Demonstration Asset Record
• Bind Variables
• Code Example: Use a Bind Variable
• Lesson Highlights
• Practice

Debugging Scripts

• Learning Objectives
• Debugging
• Run Time Messages
• Enable Runtime Messages
• Generate Runtime Messages
• Review Runtime Messages
• Exceptions
• Generate an Exception
• Generate a Warning
• Time Script Execution
• Use the Debugger
• 1. Start the Debugger
• 2. Select an Object and Script
• 3. Use the Debugger
• Lesson Highlights
• Practice

Invoking Web Services with Groovy

• Learning Objectives
• Review: Web Service
• Types of Web Services
• Differences Between RESTful and SOAP Web Services
• Consequences: Using REST
• Outbound Web Services in Oracle Application Composer
• Web Service Security: REST
• Web Service Security: SOAP
• Web Service Arguments
• Web Service Response
• Invoke a RESTful Web Service Using Groovy
• 1. Register the Web Service
• 2. Create the Request
• 3. Invoke the Web Service
• 4. Parse the Response
• 5. Test the Results
• Scripting Recommended Practices for Optimal Performance
• Lesson Highlights

Object Workflows

• Learning Objectives
• Object Workflows
• Conditions
• The Object Workflow's Object
• The Object Workflow's Event Point
• The Object Workflow's Event Condition
• Event Actions
• Common Action Settings
• Update Fields
• Create a Task
• Create a Task: Example
• Send an Outbound Message
• Email Notification
• Email Templates
• Email Templates: Example
• Invoke a Business Process Flow
• Invoke a Groovy Script
• Create an Object Workflow
• 1. Exit the Sandbox to Create and Necessary Objects, then Re-enter the Sandbox
• 2. Create the Workflow and Set the Event Point
• 3. Specify the Event Condition
• 4. Create One or More Actions for the Workflow
• 5. Test the Workflow
• Recommended Practices for Workflow Performance
• Lesson Highlights
• Practices

Business Process Composer

• Learning Objectives
• Oracle Business Process Composer (Process Composer)
• Process Composer: Features
• Deploying Business Processes
• An Invoking Workflow
• Approval Parameters
• Approval Page
• Create a Business Process
• 1. Exit the Sandbox
• 2. Create the Business Process Flow
• 3. Edit the Business Process Flow
• 4. Deploy the Business Process Flow
• 5. Create a Workflow
• 6. Test the Results
• Lesson Highlights

Tailoring the User Interface

• Learning Objectives
• Tailoring the User Interface
• Page Composer
• Page Composer: Support Context
• The Add Content Tab
• The Select Tab
• Use Page Composer
• Create Legacy Work Area Saved Searches
• Modify Dashboards
• Modify Components of a Page
• Should I use Application Composer or Page Composer?
• Page Composer and Application Composer
• The Structure Page
• Edit a Functional Area
• Determine Available Infolet Pages
• Personalization
• Personalize the Springboard
• Themes
• Modify a Theme
• Summary: Administrator Tools (Require an Active Sandbox)
• Summary: User Tools (Personalization, no Sandbox Required)
• Lesson Highlights
• Practices

Additional Topics

• Learning Objectives
• Technical Challenge 1: Displaying Third-Party Web Content
• Page Integration
• Security
• Category
• Structure
• Test the Results
• Additional Features
• Technical Challenge 2: Modifying User Interface Text
• User Interface Text
• Replacement Options
• Preview Changes
• Apply Changes
• Lesson Highlights
• Practices