Setup and Configuration
Discussion List
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Approver unable to approve after adding attachmentSummary: Approver unable to approve after adding attachment Content (please ensure you mask any confidential information): Hello, When an approver is trying to approve a… -
Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Performance Document error.Summary: Hi Team, I am getting an error if i am opening my performance document. Thank you! Content (please ensure you mask any confidential information): Version (inclu…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
Use <BillToSiteVO> as Related Object in Dynamic Choice ListSummary: In App Composer, the 'BillToSite' field on the 'Subscription' Standard Object uses as the Related Object on the Dynamic Choice List. I would like to use this s…
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What is the purpose of 'Due Date' under an action added to a Help Desk request?Summary: What is the purpose of 'Due Date' under an action added to a Help Desk request? Content (please ensure you mask any confidential information): I created an acti…
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Assigned Performance Document Manager not showing Assigned Indirect DocumentsSummary: I have created a dashboard that includes an OTBI report showing Performance Documents by When I run the report I can see all the Performance Documents assigned … -
How to delete expired SSO certificate?In our single sign on configuration page(Security console), we see two expired identity service provider(certificates) with Enable Flag= Yes, we would like to know how w…
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Cannot Replace Saved SearchWe are trying to update one of the Saved Search for Opportunities. However, when we are trying to save the saved search, we are receiving an error: What would be the pos…
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Approval - Restrict top participant based on responsibility typeSummary: We have a requirement where the approval needs to go to management hierarchy 2 levels. However, if the 1st manager is Division director (based on Responsibility…
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Check-ins vs Anytime feedback vs Anytime DocumentSummary What is the difference between check-ins and anytime documents?Content Hi All, What is the difference between check-ins and anytime feedback? How are they being … -
Is it Possible to change font style of BPM Email NotificationSummary: **This post was created as part of a How to Service Request (SR) Is it Possible to change font style of BPM Email NotificationSiraj Syed -Support-Oracle 43 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Unable to see "Source" in questionnaire optionsSummary: Content (please ensure you mask any confidential information): Hi community, I need to use the "Source" option in the questionnaires sections (as you see from s…
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How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available… -
Performance Process flow.Summary: Hi Expert, Just wanted to know in process flow I can't see worker set goal 24A, but I can see in 23D. do we have any document where oracle mention it's remove. …
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Carreer and Performance issue to hide or remove document pop up with " Its time to complete "Hello We had rolled out carreer and performance document and suddenly it has appeared as title " ITS TIME FOR 2024-25) review in ME section Carreer and performance ( ple…
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How to Restrict Service Request Visibility Based on Queue**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We would like to limit the service request visibility based on que…
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EL Expression to refer the value from a separate pageSummary: EL Expression to refer the value from a separate page for review period to hide comments on objective page Content (please ensure you mask any confidential info… -
Total weight between different goal plansHello Team, we have enabled the redwood and we received a request from a client who asked us for the possibility to create two distinct goal plans with the ability to ca…Giovanni Pozzessere 31 views 4 comments 0 points Most recent by Manjunath Karanam-Oracle Performance Management
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Newly Created Product not found in Browse Catalog in LeadsContent Hi, I created a new product, but it is not appearing in the "Browse Catalog" in Leads. I have done the following: -Create product in Sales > Products -Added it i…
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How to create a web Application through sandboxSummary: how can i create a web application in the below screenshot Content (please ensure you mask any confidential information): Version (include the version you are u…
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How to fetch PIM Product Catalog in Sales Cloud Products / Product GroupsContent Hi All, I am referring to the Oracle doc: Import Sales Products From PIM Data Hub" Scheduled Process Criteria (Doc ID 2562928.1 It mentions that one of the field… -
Is it possible to set the default owner in the list of assigned sales resources in lead assignment?Summary: Is it possible to set the default owner in the list of assigned sales resources in lead assignment? Content (required): We have several assigned sales resources…User_2025-07-18-06-07-44-367 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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How to hide fields from disability info?Dear Oracle community, When adding the disability info to a profile, there is this nasty little field called "disability code" that becomes visible after creating the di…
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'Edit Schedule' option for schedule processes unavailableSummary: We needed to get a list of the scheduled processes that are currently running automatically and cancel some of Content (please ensure you mask any confidential …
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Export standard coverage / Entitlement RulesHi everyone, We needed to export all the data from standard coverages / entitlement rules as we need to validate if all the categories are listed. We tried using "Export…
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 24 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales