Setup and Configuration
Discussion List
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How to configure Buttons at the top level on Custom Pages?Summary: We need to configure a few buttons at the header level on Custom pages that we have created using Application Composer. Custom business events are enabled on th… -
How can I add custom fields in the "Manage Sales Task Templates" tool?Content (required): We are currently trying to configure the automatic creation of activities (tasks), which is exhibiting unexpected behavior. This is due to a specific… -
How to add more fields under Update Contact smart action?Summary: Add more fields under Update Contacts smart action. Content (required): When we click on Smart action 'Update' , we get to see only Job title, First name, last …
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Is it possible to exclude the weekends while calculating the activity duration?Summary: Is it possible to exclude the weekends while calculating the activity duration? Content (required): Hi Team, Currently when the activity (Task) duration gets ca…
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how do i see under Sales--> Products the "Functional Area Catalog" that setup in ERPSummary: how do i see under Sales--> Products (or under "Manage Product Group") Functional Area Catalog that was created and assigned to a product in PIM? Content (requi… -
How to Delete LOV values in bulkSummary: Is there any option to delete List of Values in bulk for particular lookup type. Content (required): We have around 500+ plus list of values to be deleted from …
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TestTestVarun Malhotra-Support-Oracle 34 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Error when changing the due date of a task that you are not the owner ofContent (required): If you try to change the due date of a task that you are not the owner of, you will get the following error. Insufficient privilege to update entity …Yusuke Shibuya -Oracle 74 views 3 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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How to assign Multiple Technician to a Single Service Work OrderSummary: Need to assign multiple technician to a Service Work Order as multiple technician are working together to resolve the issue. Content (required): We have a scena…
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Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
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How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code…
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 44 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…
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How to set an attachment category as defaultSummary: How can I set up a custom attachment category as the deafult one when opening the attachment section Content (required): Hi, is there a way to set as deafult a … -
Documentation is not Clear regarding How to Configure the Employee Abstract RoleSummary: Is it possible to have more information regarding this topic: https://docs.oracle.com/en/cloud/saas/sales/23a/fadsi/how-to-configure-the-employee-abstract-role-…
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Can we enable the use of products inside an opportunity without configuring the Sales Catalog?Summary: Using the Sales Catalog would force the third party system to consume 4 webservices instead of just one, needlessly complicating the implementation of the integ…Cristian Rogelio Velasco Gutiérrez 24 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Can we have multiple records in milestone configuration completion level with OR conditionSummary: We are configuring the milestones , here we defined multiple levels for the SR , but in any case SR can be set to resolve so that time milestone should set as c…
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How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …Tamizharasi Murugan-Oracle 44 views 7 comments 0 points Most recent by Tamizharasi Murugan-Oracle Sales
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Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
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Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…
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Deleted Record still showing in workspaceSummary: we notice that some deleted records is still showing in workspace list, just wondering aside from doing full publish, is there away to remove the deleted record…
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Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
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How to make the Email and Primary Phone fields mandatory in the contact moduleSummary: We need to condition the Email and Primary Phone fields as required Content (required): We need to condition the Email and Primary Phone fields as required, we …
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The entire model is not hiding in home pageSummary: The model box is visible even after its hidden Content (required): Hi I faced an issue where the model box under the home page (on which we click to navigate to…Supreet Mohapatra - Oracle-Oracle 25 views 1 comment 0 points Most recent by Kathy Kikoshima-Oracle Product Development
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VAT number and fiscal code validationSummary: How to implement VAT number and fiscal code validation in Sales Content (required): Is there a standard functionality or a recommended service we can use in ord…
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How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …
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Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…