How To Use Oracle Visual Builder for OTM objects?

Why do we need Oracle Visual Builder Tool?

• This is an add-in tool available for Microsoft Excel that allows Excel users to Create/Edit/Delete
business data available from REST services.
• This add-in uses the REST services to access, download and edit the business data in OTM.

1. We can use it for large uploads or single changes to OTM.

2. There is no need of JSON programming knowledge to use REST services via this add-in.
3. Table View or Form View provides an easy way for users.

1. Download Visual Builder Add-in

a. Go to URL - https://docs.oracle.com/en/cloud/paas/visual-builder-addin
Select Version > Install the Add-in

b. Click “Install the Add-in” link from above page. It takes you to the Download page -
https://www.oracle.com/downloads/cloud/visual-builder-addin-downloads.html

Use “Hyperlink” to download the zip file.

c. Extract the zip file that is downloaded from 1(a). Select all-user or current-user installation
file to install the add-in.

d. Open excel to check installed add-in

2. Setup Layout Designer

a. Go to Cloud REST page – Example

https://docs.oracle.com/en/cloud/saas/transportation/23c/otmra/index.html
b. You need to click on download “Swagger” to get the “openapi.json” file.

c. Save the “openapi.json” to your local folder.

d. Open New Excel, Go to “Oracle Visual Builder” Tab, click Designer.
i. You need to choose the option of “Select a file” and then browse for the saved JSON
file.
ii. Select the Authentication Type. Example – Basic Access Authentication.
iii. Click Next

e. Select the Business object – Example -Item

3. Layout Types
a. Table Layout

b. Form Over Table Layout

4. Download Data

a. Click “Download Data”

b. Enter Service Host

 https://<hostname>/logisticsRestApi/resources-int/v2
c. Enter credentials

d. Click download button

e. Requested business objects are downloaded in Excel.

5. Upload Changes
a. Select any record and change value. Use “Upload Changes” to modify the data in
application.

b. Use “Table Row Changes” to create new object or update existing one.

6. Modify Designer with Search Parameter

a. We can filter objects using query parameter. Add Query parameter to filter the business
objects