Video: Adding a Notes Panel to Standard Sales Objects

Adding a Notes Panel to Standard Sales Objects:

By default, viewing notes on a standard object in the Redwood sales experience is done via the Show Notes action in a subview. CX Extension Generator can create both this subview, and also a panel for the detail page for notes on custom objects. This video will show you how you can create a similar notes panel for the standard objects using Visual Builder.

Sample template used in this video

<template id="section">
 <oj-vb-fragment bridge="[[vbBridge]]" name="oracle_cx_fragmentsUI:cx-note" class="oj-sp-foldout-layout-panel">
    <oj-vb-fragment-param name="resource"
      value='[[ {"name": "opportunities", "primaryKey": "OptyId", "puid": "OptyNumber", "endpoint": "cx" } ]]'>
    </oj-vb-fragment-param>
    <oj-vb-fragment-param name="query"
      value='[[ [{"type": "selfLink", "params": [{"key": "opportunities_Id", "value": $base.page.variables.puid }]}] ]]'></oj-vb-fragment-param>
    <oj-vb-fragment-param name="style" value="[['foldout']]"></oj-vb-fragment-param>
    <oj-vb-fragment-param name="child"
      value='[[ {"name": "Note", "primaryKey": "Id", "relationship": "Child"} ]]'></oj-vb-fragment-param>
  </oj-vb-fragment>
</template>