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Discussion List
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CPQ to CX can we get the current approver name in CPQ to CXSummary: We want to get the current approver name in CPQ quote to CX quote , as the current approver name is run time in CPQ unable to get , is there anyway to get the n… -
Remove Inactive Users from Opportunity Team tab using groovySummary: Remove Inactive Users from Opportunity Team tab using groovy Hi Team, We wrote below script to remove Inactive Users from Opportunity Team tab using groovy. But…
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Can we create fields in the Oracle CX Sales mobile application? If yes, then how do we do so?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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Change application name in the browser tabSummary: Hi Experts! Just want to check if there is a way to change the application name that appears in the browser tab. Content (required): Version (include the versio…
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Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha…
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Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
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Is there a way to identify on a profile tab , if notes exists?Summary: We would like to have some way to identify if there are notes without clicking on the notes tab. Content (required): Some kind of identifier, an * on the tab or… -
What's New: Release notification for Cloud Readiness / Sales Force Automation**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: When is the ”what's New" section from Cloud Readiness for Sales Fo…Ionel Spaloghe-Support-Oracle 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Add Team MembersHi, In Leads and Opportunity under Teams tab when I would like to add new team member even the active employee are not populated in the below page -
How to create Email templet in salesSummary: I need to create email templet Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support …
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In sales order I want to make order status and order date editable ?Summary: In sales cloud order status and order date I need to make them editable Content (required): Version (include the version you are using, if applicable): Code Sni…Muthulakshmi 42 views 3 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Order Management
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Modify delivered Mobile Phone and Work Phone fieldsSummary: We received a feedback from client and currently have no idea how we can modify these fields. Is this possible? Content (required): Version (include the version…
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how to prevent duplicates values on custom fields once created?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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CX Sales Mobile Duplication NotificationDoes CX Sales Mobile have the ability to provide the Duplication Notification similar to the desktop when an Account is created?
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Is There A Way To Connect To The Database From External Tools or Request to access a cloud database**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is There A Way To Connect To The cloud Database From External Tool… -
Allow Revenue line to have its own Close Date and time**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Based on the business requirements, we would like to allow the dif…Kyler Thomas-Support-Oracle 21 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Get user job role in resource object custom fieldSummary: In Resource object we have a custom text field. And we wanted to populate that field if the resource has the specified job role tagged. We wrote below script in…Lavu Kalyan Chakravarthi 61 views 7 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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What is BIP report table for Oraganization in sales CXSummary: What is BIP report table for Oraganization in sales CX Content (required): What is BIP report table for Oraganization in sales CX Version (include the version y…
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Is it possible to create subtabs in creation pages for the Sales Objects?Release: 22C Summary of the question: Is it possible to add subtabs in the create object page (it is available in the edit object page, but does not seem to exist for th…Hector Dantas-Support-Oracle 31 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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To build BO based on VIEW and expose as REST APISummary: Build a View consists of all the fields in the subject entities Content (required): Build a View consists of all the fields in the subject entities(i.e. Item ma…
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Unable To See Additional BUs Added On Opportunity Or Sales Lead PagesQuestion: We have added additional Business Units but they are not showing up in the Business Unit fields for Sales Lead or Opportunities. **This post was created as par…Kyler Thomas-Support-Oracle 31 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 475 views 1 comment 1 point Most recent by John Vakoc-Oracle Receivables & Collections
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Change the name of standard Oracle Tabs in Sales Lead in mobile UISummary: How to change the name of "Notes" tab to "Notes History" in mobile UI. We can do the same in desktop UI via application composer -> Sales Lead-> Pages. Content … -
How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 31 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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How to enable Address validations for countries**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We have a requirement to enable address validations for …Umamaheswarareddy Ambati-Support-Oracle 56 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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Search Pattern in DCLHi, In the DCL field if I type Media I can see list of values starting with Media as below But I type GMBH I am not able to get the list of values I tried to use %GMBH% …
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How to identify Copied OpportunitySummary: How to Identify if the Opportunity is copied or if the opportunity is created from Create Opportunity button. In Oracle Support we have found document Doc ID 22…Lavu Kalyan Chakravarthi 31 views 7 comments 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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Change history does not include the changes made on the line revenue**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: I activated the change history for the opportunity object, but it …Dragos Deak-Support-Oracle 41 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Sales
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Using formula text field in a workflowSummary: We have a requirement to capture multiple email addresses(comma separated) in a text formula field and use that in the Workflow Email task 'To Address' field. H…
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Can we control access to that particular Note record based on a custom field?Summary: Content (required): we have a requirement to give/control access to a particular note record based on the value present in the Custom field. if u have any docum…