How To Create A Lead Out Of A Related Custom Object
Last updated on JUNE 12, 2017
Applies to:Oracle Fusion CRM Application Composer Cloud Service - Version 126.96.36.199.0 and later
Oracle Fusion CRM Application Composer - Version 188.8.131.52.0 and later
Information in this document applies to any platform.
For this object create a dynamic choice list in the lead object. This resulted in relation of lead and the custom object.
In the custom object have a sub-tab for lead and in Application Composer I can see check-boxes where I can decide if I want to display the create button on this subtab.
The checkbox is checked because I need to be able to create a lead out of the custom object.
But when I go to the simplified page of the object there is no create button for lead. Why not?
I did the same for activities and there it works. I can create activities out of the custom object.
Please see the attached document with screenshots.
Navigator > Customizations > Application Composer > Application = Marketing >
> Create custom object in Marketing application XXXX
> Relationships > Create a relationships between this custom object and Sales lead
With cardinality 1:M
> Pages > add Detail layout > add sub tab for Sales lead related object > make some fields displayed : Name - status - Account ...
> Check the boxes :
- Show Create
- Show Delete
In Configure Summary Table : Buttons and Actions
Note that this custom object is present in Simplified main UI in the flow (adding item is not necessary , it is added by default)
Simplified UI > XXXX > create an instance (entity) of this custom object
> Check that there is a Lead sub-tab
> Add any existing Lead
> Don"t see any Create or Delete button
If testing by adding a Note subtab or an activity subtab , such button are present
The issue has the following business impact:
Due to this issue, users cannot create Sales Leads from this custom object sub-tab
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