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How to create Action link (interaction) in Reports/Analysis to update opportunity record — Cloud Customer Connect
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How to create Action link (interaction) in Reports/Analysis to update opportunity record

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edited Jun 17, 2020 10:46AM in Reporting & Analytics for Sales 2 comments

Summary

Action link (interaction) to update opportunity record from Oracle BI Analysis

Content

Hi,

I am trying to create an analysis/report for my business team that will have a list of opportunities,  where i can build an interaction (action link) that will allow them to update a field on the opportunity page, so that they don't have to navigate to that opportunity record for just updating one field.

I have previously built navigations from BI report to opportunity and lead records, but i am unclear about how to achieve this particular requirement.
i have seen the option for invoking web service from the action (interaction), but i am unclear how to proceed.

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