Customizing Oracle Sales Cloud Pages Using Page Composer

You can use Oracle Page Composer to customize both desktop and simplified user interface (UI)
pages while you are working in the application. You can make your UI customizations available
to all users or to a subset of users, for example, only to partners or to users with a specific job
role.
Oracle Page Composer, is a page editor developed as part of Oracle WebCenter for revising the
layout and content of application pages. Its full capabilities are described in the Oracle Fusion
Middleware User's Guide for Oracle WebCenter and in the Oracle Fusion Applications
Extensibility Guide.
In Oracle Sales Cloud, you should use Page Composer, also known as Oracle Composer, for
performing the following types of customizations:

Simple UI editing functions, such as showing and hiding fields, changing field labels, and
making fields read-only or required

Changing page layout and adding Oracle BI Publisher reports and other content to
dashboard pages

Creating saved searches (also called saved lists)

Configuring the display of search results in tables

Important
If you are planning to customize the UI for a specific job role, then you must have that job role
assigned to you so that you can select the job role when making changes, and also to test the
customization in the sandbox.
Accessing Page Composer

Accessing Page Composer differs slightly in the simplified and desktop UIs:

In the simplified UI, click on the user name and select Customize User Interface.

In the desktop UI, select the first customize action under the Administration heading. The
action name changes with the work area. For example, to customize opportunity pages,
you select Customize Opportunities Pages.

Page Composer Customization Modes

In Oracle Sales Cloud, you can use Page Composer in one of two modes: the Design mode and
the Select mode.

Use the Design mode to move, add, and edit regions on dashboards and external-facing
partner pagers. You also use this mode also to create saved searches, specify search result
content, and to navigate in the UI when you are in Page Composer.
You are in the design mode when you first open Page Composer. You can also select this
mode by clicking Design on the top left corner of a page.

Use the Select mode, which you can activate by clicking Select , to customize the
properties of different UI elements such as fields and table columns.

Working in the Design Mode

Use the Design mode to:

Customize the content on dashboard pages, including the Welcome page in the desktop
UI
Dashboards pages are the pages that users land on when they navigate to work areas
using the Navigator. Dashboard pages display analytics, notifications and other
information

Customize all of the external-facing landing and transactional partner management pages

Customize the table display of search results

Create saved searches (saved lists)

Navigate to other pages while working in Page Composer

When you launch Page Composer, the application opens in the Design mode automatically. On
pages that support customization in this mode, such as the sales dashboard in the following
image, different regions are highlighted with borders and display customization controls.
Numbers are added to highlight different features of the Design mode..

A bar appears at the top of the page indicating that you are in editing the page in Page
Composer (1).

You can change the column layout of the page by clicking Change Layout (2).

You can add a new tab (3).

You can move a region, by grabbing its toolbar (4) and dragging it to a different position.

You can remove a region by clicking the close icon at the top right hand corner of the
region.

You can add content by clicking Add Content.

You can add a new region by clicking on one of the icons to the right of the Add Content
button. These icons specify where in the page the new region will be created.

Working in the Select Mode

In the Select mode, a blue border appears around individual fields and other UI elements as you
move your cursor over them.
Clicking within a border for a UI element that supports customization displays a menu with one
or both of the following options: Edit Component and Edit Parent Component.

Not all UI elements support customization, so these editing options are not always enabled.
You use the Component Properties window to make your customizations. Not all the
customizations are available on all the UI elements, so the content of this window varies. The
numbers in the following image refer to the customizations descriptions.

To make a field read-only, you select the Read Only option (1).

To make a field required, you select the Required option (2).

Important
Before making a field required, the field must display a value. If it does not, then cancel
out of this window and enter the value first.

To hide the field, you deselect the Show Component option (3).

To change the field label:

1. Click the down arrow to the right of the Label field (4)
2. Select Select Text Resource from the menu.

The Select Text Resource window appears.

3. Enter a name in the Key field. You can use this name to search for this label when
you customize other pages.
4. Enter the new field label in the Display Value field.

5. Click OK.
Note
Some UI components are protected from updates to preserve the product business logic. For
example, if a field is read-only because of a security privilege defined in the application, you
cannot make it editable in Page Composer.
Editing the Partner Portal UI Shell Using the Page Composer Source View

Channel partner portal administrators can use Page Composer's Source View to customize the
header and footer areas of the pages partners use to register themselves and sign in after they are
registered. This is the only page in the Oracle Sales Cloud which supports this mode. You can
use this mode to add a company logo, copyright information or links, for example.
To customize the partner portal UI shell, you must activate a sandbox and select the Update
Partner Portal UI Shell task in the Channel dashboard.

To learn more about working in the Source view, see the Oracle Fusion Middleware User's Guide
for Oracle WebCenter.
Making Customizations Available to Different User Groups

You can make your customizations available to different subsets of users.

When you launch Page Composer, you must select one of the following customization layers:

Site: Your customizations are visible to all users.

External or Internal: Depending on your selection, your customizations are visible to

either internal users (your employees) or to external users (your partners or anonymous
users).

Job Role: Your customizations are visible to users with the job role you select.
Important
If you created custom job roles, you must run the Retrieve Latest LDAP Changes process
from the Scheduled Processes work area before the custom job roles are available for
selection.

By default, customizations you made at a higher level are propagated to lower level layers,
unless you deselect these layers in the Include column.
Note
The Welcome page in the desktop UI does not support different customization layers. You must
customize this page at the site level.