Configuration
Discussion List
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Unable to search activities under contactSummary: Contact - Activities tab - Can't see search activities option as shown below Content (required): Below marked section is missing Version (include the version yo… -
How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets …
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Is it possible to create views for creating and editing objects - CX Sales Mobile App ComposerSummary: I would like to know if it is possible to add Views for creating and editing objects. For example: A view for creating an Opportunity and another view for Editi…
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What are CRM Objects/Module that have dependency to user primary Business Unit?Summary: currently we are utilizing the multiple BU's in our applications, in which some user have primary BU selected in their resource organizations. and we notice its…
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Integration of SMC with RMCS related to Unit SSPSummary: Greetings! How to verify whether Unit SSP is enabled in SMC ? Thank you. Content (required): Version (include the version you are using, if applicable): Code Sn…
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How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …Varun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Custom Contact DCL should work like a standard Primary ContactSummary: Custom Contact DCL should work like a standard Primary Contact Content (required):We have requirement of creating a Contact DCL field (Secondary Contact) that s… -
How to restrict/set max size of attachment for an object?**This post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: How to restrict/set max size of attachment in Account ob…Umamaheswarareddy Ambati-Support-Oracle 41 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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23A new feature: Enable Territory-Based Access to Custom ObjectsSummary: 23A new feature: Enable Territory-Based Access to Custom Objects You can provide resources with access to custom object data, where access is based on the resou…Vini Rastogi-Support-Oracle 41 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
Is there a way to create a Create Opportunity Smart Action on Activities in Workspace?Summary: We are looking to create a Smart Action for Activities in Workspace to Create Opportunity. We have tried several different ways to create this particular Smart … -
What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 61 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How to import packages in groovy?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is it possible to import a java library package into groovy? I nee…Syed Misbauddin-Support-Oracle 102 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page -
Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 222 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks -
Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Saved search in the custom objectSummary: We have create the Saved Search in custom objects with 'contains' , but it is not giving the results in the search bar. Content (required): From the attached sc…
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Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have …
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In sales order I want to make order status and order date editable ?Summary: In sales cloud order status and order date I need to make them editable Content (required): Version (include the version you are using, if applicable): Code Sni…Muthulakshmi 41 views 3 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Order Management
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How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 41 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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How to change spacing between two lines in Manage Plan Terms and Conditions?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer want to decrease the spacing between two lines in Manage …Matei Niculescu-Support-Oracle 31 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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How to change spacing between two lines in Manage Plan Terms and Conditions?Question : How to change spacing between two lines in Manage Plan Terms and Conditions? **This post was created as part of a How to Service Request (SR) Release: 22B Sum…Matei Niculescu-Support-Oracle 41 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Incentive Compensation
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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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Page Composer Issue (Saved Search)Summary: I'm trying to access page composer and edit the Service Request saved searches for a specific role (ICM), but I kept encountering this error: "You cannot edit t…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …User_2025-07-18-06-07-44-367 24 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
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Reject Paysheet not changing the status appropriatelyContent When we reject a paysheet which is in submitted status, it moves to unpaid status. We need to move to Rejected status. How can we configure this? Thanks.Gireesh Bhat 26 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Incentive Compensation
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User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…User_2025-07-18-06-07-44-367 56 views 2 comments 1 point Most recent by PRao - CRMIT Incentive Compensation
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How to create new DFF field In Incentive Compensation and make it available for reportingSummary How to create new DFF field In Incentive Compensation and make it available for reportingContent Hi, Want to create some DFF(Descriptive Flex-fields) in Incentiv…