Use Embedded Web Determinations in CRM On Demand

The Oracle Policy Automation Connector for Oracle CRM On Demand can be used with Oracle Web Determinations embedded in CRM On Demand via a custom web applet or a custom web link inside the Detail page of the target record type.

  1. Set up a new custom web applet to embed Web Determinations.
    1. Navigate to the Admin link on the top-right corner of any CRM On Demand page. The Admin page contains the application customization and administration settings.



    2. Click Application Customization on the right-hand side and then select the target record type from the Record Type Setup section



    3. Inside the <record type> Application Customization page, select the<record type> Web Applet in Page Layout Management section; from the list of applets click the New button to define the custom applet.



    4. Set the Location field to Detail and provide a name for the custom web applet.
    5. Under the URL text box, type in the deployed CRM On Demand Web Determinations URL; for example, http://domain:8080/crmod-web-determinations.
    6. Add the %%%Row Id%%% from the record type field list in the caseID.
    7. Click the Save button when done.






    8. Navigate once more to the Admin link on the top-right corner of any CRM On Demand page.
    9. Click Application Customization -> <Record Type> -> <Record Type> Page Layout; on the <Record Type> Page Layout screen, click Edit on the record type layout configured for your user role.



    10. On the displayed page, click on the Step 4: Related Information box. Move your web applet from the Not Available Information box to the Available Information box by highlighting the name of your web applet and clicking on the right arrow button.




  2. Use the embedded web determinations.
    1. Navigate to the Detail page of the record type where you have defined your applet.
    2. Inside the Detail page, click on the Edit Layout link on the top-right corner of the page.
    3. Add the web applet from the Available Related Information list into Displayed Related Information list box.
    4. Click the Save button when done.



    5. Look for the custom web applet by scrolling inside the page. A web applet should be visible containing the embedded Web Determinations.



    6. Select a rulebase from the Summary screen and make sure that the interview data was properly pre-seeded.