Creating a Custom Field to Capture Additional Information About Organizations

Steps:

1. Hello, my name is John, and today we are discussing customizing the Customer pages in the Simplified UI using Application Composer.

   Step 1

2. In this demo, I will show you how to create a custom number field to capture additional information about the customer's organization.  In this example, we are creating a field to store the legacy Siebel Account Number.

   Step 2

3. This is the first in a series of related demos that show you how to create a custom field on the organization profile object and then use a join to display the field in the UI of a related object, in this case the list of sales accounts on the Customers page.

   Step 3

4. We are creating a custom field to capture additional information about the customer's organization, so we navigate to the Trading Community Organization Profile object. That's a standard object under the Common application.

    

   Click the Expand button.

   Step 4

5. Click the Expand button.

   Step 5

6. Click the button of the scrollbar.

   Step 6

7. To create the field, we select the Fields link.

    

   Click the Fields link.

   Step 7

8. And click the Create button.

   Click the Create a custom field button.

   Step 8

9. We are capturing a number, so we select the Number field type.

   Click the Number option.

   Step 9

10. Click the OK button.

    Step 10

11. We enter the field name users see in the Display Label field.

     

    Enter the desired information into the Display Label field. Enter

     a valid value
     e.g.
     "Siebel Account Number"
    .
    Step 11

12. Clicking in the Name field defaults the internal name based on what we entered.

     

    Click in the Name field.

    Step 12

13. This name, which is not seen by users, must be unique for this object. No spaces are permitted. We are OK with the default name and with the default constraints below.

    Step 13

14. Our  account number is never more than 10 characters long.

    Step 14

15. We save and we are done.

     

    Click the Save and Close button.

    Step 15

16. Our field is now listed on the Fields page. In the next demo, we'll display the field in the create and edit customer pages.

    Step 16

17. In this demo you learned how to create custom number field to capture additional information for an organization.

    You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

    Step 17

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