Creating a Join Field to Display the Custom Organization Field in the List of Sales Accounts

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'll show you how to create a join field on the Sales Account object so that we can display our custom field in the list of sales accounts.

   You must create a join field if you want to display fields that belong to other objects.

   Step 2

3. This is the fourth 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. To create the join field, we navigate to the Sales Account object which is available under the Customer Center application in Application Composer. This is the object that owns the list of sales accounts on the Customers page.

   Step 4

5. We select the Joins  link.

    

   Click the Joins link.

   Step 5

6. We want to expose an organization profile field, so we select the SalesAccountToOrganizationJoin.

    

   Click the SalesAccountToOrganizationJoin link.

   Step 6

7. Let's create the join field.

   Click the Create button.

   Step 7

8. We  select the field we want to display.

    

   Click the Related Object Field list.

   Step 8

9. We are looking for the Siebel Account Number. It's a long list, but we can press the letter"s" on the keyboard to skip through all the fields starting with an "s".

    

    

   Enter the desired information into the Related Object Field field. Enter

    a valid value
    e.g.
    "s"
   .
   Step 9

10. Enter the desired information into the Related Object Field field. Enter

     a valid value
     e.g.
     "s"
    .
    Step 10

11. Enter the desired information into the Related Object Field field. Enter

     a valid value
     e.g.
     "s"
    .
    Step 11

12. Enter the desired information into the Related Object Field field. Enter

     a valid value
     e.g.
     "s"
    .
    Step 12

13. Enter the desired information into the Related Object Field field. Enter

     a valid value
     e.g.
     "s"
    .
    Step 13

14. That's where it was hiding.

    Press [Enter].

    Step 14

15. Now let's enter the field name we want to display in the list of sales accounts. We want to use the same name.

     

    Enter the desired information into the Display Label field. Enter

     a valid value
     e.g.
     "Siebel Account Number"
    .
    Step 15

16. Pressing any key populates the Name field. This is a technical name that must be unique. We are sure it's unique here, so we can save and we are done.

    Click in the Name field.

    Step 16

17. Click the Save and Close button.

    Step 17

18. We could make our new join field required or read-only, but we don't need these options.

    Step 18

19. Click the Done button.

    Step 19

20. In this demo, you learned how to create a join field to display the field from one object in the UI region belonging to another object.

     

    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 20

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