Case Management
Discussion List
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How to Create a Custom Folder in the Case Details PageSteps: Go to the Case Details page Click on the Logged-in user icon and then click on "Edit Page in Visual Builder" Select the VB project Once the project workspace open… -
How to add 'Create Case' as a Quick ActionSteps: Create Sandbox Add & Navigate to Structure Click on Service -> Quick Actions -> Expand Service Center Quick Links Click on Create Enter Quick Action Details Optio…
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How to Configure Stripe Code for Case CreationSummary: As of 23C, the stripe code for case creation is defaulted to "ORA_SVC_CRM". So when a user creates a Case, the new Case is CRM case. If any customer wants to cr…
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How to Configure Case Object NotificationThis document guides a customer to configure Case object to send a notification to a resource when he/she is added to a Case. Login to App Composer Create and enter in a…
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How to Automatically Assign a Queue Upon Case CreationAs of 24A, automatic queue assignment is not supported OOTB on Case creation. However, this can be achieved using Object Workflow and Groovy: Login to App Composer Creat…
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Condition in "Manage purchasing document approval" is not work when cancel POMy case is that i want to "Cancel" the PO and then submit for approval base on PO document amount. But i find below issue, Document line total amount or document ordered… -
How does Primary point of contact of a Service Request know that it is being converted into a CaseSummary: User raises a Service Request and Agent converts it to a Case. How do the User know about this? And how does the conversation happen between the Case Manager an…
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How to add custom field(s) to the landing page in Redwood Service Center, Help Desk or Case MgmtOverview In this article, we are providing steps on how to add a custom column to the landing page. The principles shared in this article can be applied to the Fusion Se…
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Case Management - The Case Category displays as an ID number not a descriptionSummary: We are using Case Management for HR Help Desk/Employee relations cases and have utilised the category field to give us granularity of the different categories o…
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Trigger Email notification when specific category is added in attachmentSummary: Hi, We have added attachment category "Notice of Action" under attachment. Our Use case is : when user add that type of category into the attachment under Case …
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Is it possible to search for a document within a case?Summary: Our client has a requirement where they would like to be able to search for a document within a case so that is easy to retrieve and provide if needed. Does thi… -
Is it possible to only show email conversation in a subview or panel?Summary: Is it possible to only show email conversation in a subview or panel? Content (please ensure you mask any confidential information): On activities panel, we can…
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Automatic assignment of service request for manual queue changesGood day, I have two queues that are being used for a specific service request category. For the first queue the case is assigned using service assignment rules to check…Stephan van der Walt 35 views 4 comments 0 points Most recent by Stephan van der Walt Fusion Service
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How to set up Case types and Primary Households in Case management for HR Help Desk?Summary: How to set up Case types and Primary Households in case management for HR Help desk ? Content (please ensure you mask any confidential information): While editi…
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Capacity of Helpdesk agentSummary: Please let me know the maximum capacity that can be assigned to a Helpdesk agent. Also, please let me know the maximum capacity of an agent present in the Overf…Moumita Chakraborty 2 views 1 comment 0 points Most recent by veerendranath pulivarthi-Oracle Fusion Service
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NextGen:Need sample groovy Send Notification to Generic Email When Ticket Assigned to Specific QueueSummary: Hello Experts, Need a notification to be sent to a specific generic address email when a ticket is assigned to a particular queue. Content (please ensure you ma… -
Escalate to Case Action - Stripe Code errorSummary: Customer wants to implement case management, while keeping Helpdesk as the entry point. For cases the stripe we are going to use is CRM as we do not want to use… -
Fusion Service Release CenterFusion Service Center 25A Are you ready for Fusion Service Center 25A release? I am leveraging Oracle Generative AI to help summarize the 25A features for quick referenc…
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1Case Management ERP IntegrationIs the Oracle Fusion Case Management module integrated with the Oracle Fusion ERP? Can the Case Management module access Fusion sales orders, invoices, credit memos, etc…
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How multiple users can work on the same Visual Builder Studio project.This tip article demonstrates how multiple users can work on the same Visual Builder Studio project. Thanks, Edson
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A Reusable Approach to Implementing Validations and UI Logic in Fusion Service Redwood📑 This article is estimated to take approximately 8 minutes to read, and can save you hours of implementation and research. You are welcome! 😃 📽️ Before diving into this…Edson Junior, Oracle 1.8K views 13 comments 3 points Most recent by Edson Junior, Oracle Fusion Service
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The client has a specific requirement and seeks clarity on the capacity assessmentf Oracle Service Cloud to support the following needs: Onboarding 20,000 customers daily. 2. Serving a total of 1 million customers. 3. Handling a 10x increase in daily …
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Case management page is loading emptyHave enable the case Management and given the appropriate roles to the users, scheduled processes needed for the roles sync has also been done. However, still the case u… -
How to add attachment panel in service center?Summary: We have one requirement to add attachment panel in service center. It was OOTB previously and I want to implement same. I tried following How to add a custom fo…
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is there any way we can get active record details at layout level action chain in service centre?Summary: At layout level action chain in service center if I want to access fields data or active record data, is there any way to handle this? Content (please ensure yo…Jidnyasa Falak 21 views 1 comment 0 points Most recent by Dumitru Grosu - Support-Oracle Fusion Service
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SR creation for End-customer in case they bought the product from DealerSummary: Creating a Service Request against the end-customer which was originally sold to them by Dealer. Failed to find Installed base Asset under end-customer account …Bhargav Nandanwar - Trinamix 31 views 2 comments 0 points Most recent by Bhargav Nandanwar - Trinamix Fusion Service
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Accounts in Services / case management only lists those created in ServicesSummary: Accounts created in Oracle financials are not visible in fusion Services. Accounts created in Services are visible in Receivables Content (please ensure you mas…
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Do we need to create communication channels for Case Management?When we are selecting the Web/Email options while creating conversations, we are not seeing the Agents/Resource available for selection. Also we do not see an option to …Ananta Prasad Ray 41 views 5 comments 0 points Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
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How do I raise an idea for Case Management?Documentation on Case Management brings me to Fusion Services on Customer Connect. The Idea Lab link on this homepage is dead: https://community.oracle.com/customerconne…