Setup and Configuration
Discussion List
-
Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i… -
Redwood: When employee re-share goal , the list to whom its shared with does not pop upSummary: When employee re-share same goal again to another gist of employee, the list of employee with whom the goal is shared does not pop up? Is it a bug? Content (ple… -
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…
-
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…
-
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…
-
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…
-
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…
-
-
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…
-
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…
-
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 41 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
-
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…
-
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. …
-
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…
-
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…
-
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
-
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…
-
-
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…
-
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 12 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
-
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…
-
'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 …