Displaying the Sales Account Field in the Customer and Consumer Pages

Hello, my name is John, and today we are discussing extending the simplified UI using Application Composer.

Steps:

1. Hello, my name is John, and today we are talking about customizing sales account information  in the customer and consumer UIs.

   Step 1

2. In this demo, I will show you how to display the custom sales account field in the simplified UI for customers and consumers.

   Here we are displaying the Next Step text field we created in a related demo.

   Step 2

3. This is the second of three demos that show you how to create a custom field to capture additional  sales account information and display that field in the customer and consumer UIs.

    

   In this example, we are adding a text field, called Next Step, to capture suggested next actions for sales accounts.

   Step 3

4. To display the field, we begin by clicking the Pages link for the Sales Account object.

    

   Click the Pages link.

   Step 4

5. We're adding the field to the simplified pages.

    

   Click the Simplified Pages tab.

   Step 5

6. Let's add the field to the summary table first, that's the list of sales accounts. Let me show you.

    

   Step 6

7. This is the list I'm talking about.

    

   Step 7

8. Click the Edit Summary Table link.

   Step 8

9. Let's find the Next Step field.

    

   Click the scrollbar box.

   Step 9

10. We can select it by double-clicking.

     

    Double-click the Next Step list item.

    Step 10

11. Click the Save and Close button.

    Step 11

12. This  link will let us display the field both on the Create Customer and Create Consumer pages. Let me show you where.

    Step 12

13. The  new field will appear at the bottom of the Create Customer page.

    Step 13

14. And  the Create Consumer page.

    Step 14

15. Let's add the field.

     

    Click the Edit Creation Page link.

    Step 15

16. Notice that no account fields show by default.

     

    Click the scrollbar box.

    Step 16

17. Double-click the Next Step list item.

    Step 17

18. Click the Save and Close button.

    Step 18

19. Now let's add the field to the Edit Customer and Edit Consumer pages. Let me show you where the field will appear.

    Step 19

20. On the Edit Customer page, it will appear here.

    Step 20

21. And here on the Edit Consumer page.

    Step 21

22. Let's add the field.

    Click the Edit Summary Form link.

    Step 22

23. Click the scrollbar box.

    Step 23

24. Double-click the Next Step list item.

    Step 24

25. We save and we are done.

    Click the Save and Close button.

    Step 25

26. Now, let's test our work. That's the subject of the next demo.

    Step 26

27. In this demo, you learned how to display a sales account field in the simplified UI for customers and consumers.

    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 27

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