Category 42-2
Discussion List
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How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Is there a way or Is it possible to Modify the API ResponseSummary: Hi Team, I am working with APIs, and one of the API responses includes a date field. For the returned data, I would like to sort the results by the AppointmentD… -
Application Role is Blank under BPM worklistSummary: We have to assign group of people based on Role on Approval group but unable to get any role its blank. So tried with the BPM flow by updating the Human task - …
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How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne… -
Is there a way to make the CSV Column stagnant and not change order of sequence?Summary: Is there a way to make the CSV Column stagnant and not change the order of sequence? We are extracting data from BIP Report and it seems that CSV Output have th…
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Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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Sales Assistant is not working on mobile appSummary: I have been following the documentation for enabling the CX Mobile app https://docs.oracle.com/en/cloud/saas/sales/fadsi/enable-sales-assistant-in-the-mobile-ap…
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Request for Assistance in Adding a New Field to a Subject AreaSummary: I need help adding a new field titled "Service Request Number" to a specific subject area in Oracle. Content (please ensure you mask any confidential informatio…Juan Urra 32 views 1 comment 0 points Most recent by Angel Jimenez-Support-Oracle Reporting & Analytics for Fusion Service
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Configuring a connection between LRU and Employee to get Tax Number of a Legal Entity.Summary: Content (please ensure you mask any confidential information): User would like to include in the report Unemployment Tax Number of an Employee. The Tax Number a…ChristianC 32 views 2 comments 0 points Most recent by Parag Hiremath Payroll and Global Payroll Interface (GPI)
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Creation Button not getting renamed using User Interface TextWe have the Standard Creation Button of Account in the list page. We have renamed the 'Create Account' to 'Create Corporate Customers' using User Interface Text tool. Bu…Sreekanth M, Oracle-Oracle 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
How to setup External Webservice in App Composer ( Mutual Authentication )Summary: We want to asynchronously run a routine job nightly that calls an external webservice using mutual authentication. We found some information online that it seem…
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Item Class Assignments for CX ProductsHi I need to associate the Item classes to Cx Products defined under Item Master Org. We do not have PDH enabled for use, we are only using Cx for now, so we use basic f…
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CX-Sales: Ability to retain cursor position in oj-table after refreshSummary: Ability to retain the to the same cursor position before and after oj-table refresh Content (please ensure you mask any confidential information): As per custom…
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Update Product Number in CX SalesSummary: CX Products created, with auto generated Product Number as CRM1001 and sequenced from there. We need to include our own product number instead of the sequenced …
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Sales Stage field in the filter is appearing as a text input instead of a dropdown list.Summary: In the account object, when a user opens a specific record and searches for "Show Opportunities," we have enabled the Sales Stage field in the opportunities sub…Vijay Kumar Kotagoda 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How can we Assign Lead Automatically on basis of "Source" After Assignment Rules are Configured ?New Leads are generated from Eloqua automatically in Sales Lead. In all that Lead "Source" is configured as "Eloqua" and we have also configured that if Source is "Eloqu…
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OTBI analysis for count of lead createdSummary: Hi, I want to create an analysis to show all the names of users in a branch and count of leads created by them. Could you please help me to create this analysis…Anjanah Ganapathy G S S 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser https://videohub.oracle… -
Making the Activity Start Date and Activity End Date fields non editableHi team, We have a requirement wherein, we want to make the Activity Start Date and Activity End Date fields non editable at the layout level. These fields will be autom…
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How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
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How can I access fusion OTBI report via restSummary: I am looking to be able to access an OTBI report from Fusion Sales via REST. Where is there documentation on how to do that? Content (please ensure you mask any…
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How to make a field editable based on another field value in VBCSHi team, We have a requirement wherein, a field Sector - Other (Text Box) must become editable if another field Sector (Fixed Choice List) is updated with value OTHER. F…
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Generating a Sequence number for a custom field in CDM?Summary: Hello Team, We need a Custom field which will be a sequence number. For example the highest value = A1000000 and it should start with A0000001. Can you please l…
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How can I distinguish which scheduled job created the record?I have a service request record that was created by a scheduled job, I want to know which scheduled job created the record. Is there a way to know this? I was able to kn…
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How to send email notification to resource when an Activity is assigned to that resourceSummary: Hi All, We have a requirement to send email to user to whom a new Task(activity) is assigned. Content (please ensure you mask any confidential information): The… -
Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a…Sreekanth M, Oracle-Oracle 173 views 11 comments 0 points Most recent by Haresh Pahilajani-Oracle Sales
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Inquiry about "Item Change History" in Oracle CX SalesSummary: I am looking for information on which "subject area" I can find the "Item Change History" within Oracle CX Sales. I would appreciate any guidance on specific ar…
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How to Remove Checkboxes on Account and Contact object List View PagesSummary: I am looking for a way to remove these checkboxes on the List View Pages of Accounts and Contacts, etc.
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How to remove "create Appointment" action from Workspace from Activity object.Hi Team, I want to remove "Create Appointment" action from workspace. Can you please me to achieve this requirement. Below is the screenshot of the same.
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Groovy Scripting : Set Attribute of Custom Field Based on the Value of Standard FieldIn relation to my previous inquiry Groovy Scripting: Split / Trim, I have made it work. However, since formula text field cannot be displayed to OTBI analysis report, I …