Search and Workspace User Experience
Discussion List
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How to remove "+" sign from workspace quick access tool barSummary: We've been trying to remove the create button, i.e., "+" icon from the workspace quick access tool bar for sales users but couldn't find the means to do so. cou… -
Is "Synchronize CRM Search Indexes" still needed when workspace is used.**This post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: We use the workspace and the periodic refresh (scheduled …
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Adaptive Search: Remove "+" button from adaptive search UISummary: Hi Team, We have enabled adaptive search for custom object "Sales Register" and we want to remove "+" button for custom job roles. Ex: We want to enable Create(…
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Aggregates in WorkspaceHow to enable Aggregates in Workspace **This post was created as part of a How to Service Request (SR)**Sirajuddin Syed-Support-Oracle 12 views 1 comment 0 points Most recent by Sirajuddin Syed-Support-Oracle -
Why Save & Continue button is missing in Deal Registration creation page after enabled workspaceSummary: Save & Continue button is missing in Deal Registration creation page after enabled workspace Content (required): Users have enabled this feature "Open Work Area… -
Need ability to remove Party Usage Assignment field which is added as default field(non removable) iSummary Need ability to remove Party Usage Assignment field which is added as default field(non removable) in Workspace accounts after 21 AContent HI, Need ability to re… -
Exporting Limit in WorkspaceSummary: Currently workspace is only exporting 2k records. In future is this limit going to be increased to a large number? Content (required): Workspace Version (includ…
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How the count in the Field 'Number of Revenue lines' calculated in Opty workspace**This post was created as part of a How to Service Request (SR) Summary: How the count in the Field 'Number of Revenue lines' calculated in Opty workspace Content (requ…
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Can it be scheduled the "Refresh Server Cache" workspace action?**This post was created as part of a How to Service Request (SR) Release: 22C Summary: We have noticed that cached values are being displayed in workspace search results…
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The order of entities in WorkspaceSummary: The order of entities in Workspace Content (required): Is there any possibility to re-order the entities as desired within the workspace. At this moment, the or…
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Is it possible to modify the information that appears when accessing the help icon?Summary: Modify Workspace help information Content (required): When you access the Workspace, when entering, next to the literal 'Workspace' there is a help icon where c…Madalina Roman-Support-Oracle 22 views 1 comment 0 points Most recent by Madalina Roman-Support-Oracle
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Workspace Filter for Last X DaysI am wanting to create a saved search for records created the last 7 days in Workspace. The available selections do not allow to creation of that. Is there a way to crea…
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How to restrict user seeing Activities of other user in the workspaceSummary How to restrict user seeing Activities of other user in the workspaceContent Hi, Is there any way to restrict user seeing Activities of other user in the workspa…
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer… -
AFter Quarterly update ie to 21C what is needed to get Workspace working fasterSummary: We noticed after the first update to our Test pod that the Workspace feature wasn't available Content (required): What are the Processes that should be run for …
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Remove "+" button from workspaceContent Hello, Is it possible to remove the "+" button (create button) within the workspace? For example, through the page composer? Thank you! Version 21b
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Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo… -
Not able to search Documents by Document Name or Account Name, after adding documents to AccountsOur Business requirement is Business users will attach documents to Accounts. Managers has to verify the documents where manager can search by Document Names where it sh…
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How to Add custom field in Workspace for Account ObjectSummary:How to Add custom field in Workspace for Account Object Need to add Custom field called MissionStatement in Adaptive Search. Object Account **This post was creat…Sirajuddin Syed-Support-Oracle 12 views 1 comment 0 points Most recent by Sirajuddin Syed-Support-Oracle
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Need Some Help on Adaptive Search APIQuestion : Need Some Help on Adaptive Search API ------------------------------ Body------------------------------------ **This post was created as part of a How to Serv…
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Migrate Smart ActionsSummary: Migrate Smart Actions Content (required): Hi, How do changes from smart actions migrate to another environment? is it possible to go through csm? Thank you. Ver…
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Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…
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Favorite records for Workspace & individual ObjectsContent With 21A, the Release Notes state that additional Objects now have the ability to be marked as a "Favorite" in Workspace. Does anyone know if this was also made … -
Adaptive Search for Custom ObjectsSummary We need to be able to use the standard record set for Custom Objects in WorkspaceContent Currently we have a custom object - CEDs we use to track competitive ass…
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Does workspace search support private activity well?Summary java error when opening private activity not owned by login userContent Hi, In workspace, I can search private activity (11032 in the attached screen) owned by M… -
Custom Object search based on default Creation date rangeContent Hi , How to set the Custom Object search based on default creation date period of last 1 month. Like Lead & Opportunity we have the options to set the default cr… -
Increase Adaptive Search Refresh TimeSummary We would like to refresh Adaptive Search regularly to allowing the fetching of up to date data via the Adaptive Search API.Content Hi, The Adaptive Search is gre… -
How to Show All records for any object in Workspace list page by default?Summary Workspace is not showing the full search list by default.Content The workspace is not showing the full search list by default. Once we click on "Show more", the …
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Adaptive Search For ProductsSummary When trying to access Products via adaptive search using the rest API we are receiving an error messageContent Hi, When trying to access Products via adaptive se…