Workflow
Discussion List
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri… -
How do we enable work flow for Lookups?We are looking for configs for enabling workflow to receive approve/reject mails for any changes to the standard, common or set enabled lookups using the custom objects …ProPrateek 12 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Restrict the user access based on the solution assigned on the opportunity revenue lineSummary: Requirement: Field-Based Edit Restriction on Opportunity Revenue Lines We have created a custom field named "Solution" at the Opportunity Revenue Line level in …
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Reflect the custom field in contract BPMSummary: We would like to use the custom fields to drive the contract approval process Content (please ensure you mask any confidential information): We define quite a n…Yeung Shing Keith 32 views 8 comments 0 points Most recent by Yeung Shing Keith Enterprise Contracts
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Is there a way to configure the final approver of a Contract to have signing authority dynamicallySummary: Our requirement is to have the final approver of any Approval Workflow to be assigned as Signing Authority automatically, as depending on the various parameters…Shreya.ac.Singh 5 views 1 comment 0 points Most recent by Arturo Macias-Support-Oracle Enterprise Contracts
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Using Application Composer -ExtnBusinessProcessComposite for Group ApprovalSummary: We’ve created a custom business object to capture additional user input, and we want to incorporate group approval within the Extensions Process Composite. Whil…
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How to create Approval flow using BPM Worklist for custom objectHi, There is a requirement to create a Approval flow for a custom child object of opportunity object. Once workflow is triggered, the email should have the opportunity l…
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HR Helpdesk ApprovalContent Hi Team, My customer is having a requirement to have a approval whenever employee submits service request from hr helpdesk. For this i have created a custom text… -
Ability to send the Dynamic Url in email templatesSummary Ability to send the Dynamic Url in email templatesContent Hi All, We have email template which have link to the oSC application. In our case every time we migrat…
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Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?Black_Beard 26 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Can the "Lead Details" field on the BPM worklist be changed to navigate to Redwood pagesHi We have an approval workflow for the Lead object. On the BPM worklist's Approve/Reject page, there is "Lead Details". Is it possible to change this so it navigates to…Black_Beard 22 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…
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How to use an Action Chain to Change Opportunity required fields based on Opportunity TypeSummary: We are looking to auto-change the opportunity creation page depending on the opportunity type we select at the time of creation. Basically we have a default cre… -
Sales Revenue Workflow:Unable to Restrict Email Alerts by Opportunity Business UnitSummary: We are configuring an email notification workflow in Application Composer under the Opportunity Revenue object. The goal is to send email alerts only when Reven…
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Object workflow is not triggering immediatelySummary: Hi, i have a requirement to send massive email for email campaigns. I'm using an application composer's custom object and object workflow to achieve this. I con…
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How to change from address for all the object workflow email notificationsHi Team, We are referring to below document for updating from email address for Object workflow but the Point no.5 is not clear. as per the requirement we will have to u…Nikhil_Samudrala 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…Harshini Amancha 92 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Oracle CX Account Address Approval ProcessWe are implementing PRM for our customer and once we do that , our system will be exposed to many more users. We do not want them to add junk address against customers. …
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli…
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
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Is there any way we can extend the maximum limit of DCL'sHello Team, We have reached maximum limit of DCL's in a custom object but we have a requirement of creating a DCL's field to be created in the same object. So wanted to …
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How to run a routine that is scheduled yearly on specific dateWe have a requirement where we need to run the routine on 1st of October every year, but when scheduling routines the start date is not present how do we acheive this
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How to add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the…
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Activity NotificationSummary: Hello, I am trying to figure out to add a field in the notification i'm receiving when an activity is created. I want to add 2 fields that are populated on the …
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Error In Workspace when Mass Updating ObjectsIssue Summary: In update 24B, Oracle introduced Parent-Child relationships between fields. We’re now encountering a problem with the Region and Branch custom fields due …
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The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…Seshadri Vijayaraghavan 28 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …