Setup and Maintenance
Discussion List
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Transform Your Initial Setup with On-boarding toolsSummary CX Sales provides some fantastic setup tools to get you started. From initial setup to data import for your Conference Room Pilot, we have the tools to get your … -
Can we create a Contract (project Conract) from Quote (either CPQ quote or OM Quote)Summary Can we create a Contract (project Conract) from Quote (either CPQ quote or OM Quote)Content Hi, Can we create a Contract (project Conract) from Quote (either CPQ… -
Deep link for ContractSummary Deep linkContent Quick question - Do we support deep link for contract object already? If not, is it on roadmap? Thanks, Adam Version 20B -
How to display Legal Entity Field in Contracts Overview PageSummary How to display Legal Entity Field in Contracts Overview PageContent Currently we were able to see the legal entity of a contract under manage contracts page by v…User_2025-02-10-05-51-05-868 49 views 4 comments 1 point Most recent by Adam Liu Enterprise Contracts -
How to Import Contract DeliverablesSummary How to Import Contract DeliverablesContent How to Import Contract DeliverablesSriram Balasubramanian-147259 57 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Enterprise Contracts
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Contracts approval errorContent Hi, When I submit a specific type of contract for approval this error: "Error occurred while displaying History tree table. Error in evaluating routing slip. Che… -
Workspace publish takes 14+ hoursSummary Is it expected?Content Hi, Every time we make a change in workspace (e.g. enable an attribute), it takes long time (14+ hours) to complete publish. Is it expecte…
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How to import the custom Child object for multiselect choicelistSummary to update the multi-select choice list fieldsContent Hi, I want to import a custom object record to update the multi-select Choice list but import is failing.I t…
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Expanding the Sales Lead Product in Sales Lead to Show more productsSummary I want to show more products in sales lead product section.Content I want to show more than 2 records in lead products in UI (shouldn't have a scrollbar and shou…
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Sales – Workspace for CX Sales - Office Hours, 30 July 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Workspace for CX Sales - Office Hours session to have them answered during the live event. Post your questions by posting a… -
To Process Requisition Lines into Contract and then create POSummary To Process Requisition Lines into Contract and then create POContent Hi Team, Is it possible to process requisition lines into contract and then create PO in the…User_2025-02-10-05-51-05-868 51 views 2 comments 0 points Most recent by User_2025-02-10-05-51-05-868 Enterprise Contracts
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Not able to create new Saved searchSummary I want to create a new saved search with new set of fields and by setting some values in them.But I am not seeing the option to do that
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Manage Sales Lead Channel TypeSummary Show and Hide the Channel Type List based on certain criteriasContent Hi We are using Standard field (ChannelType) when creating a sales Lead, the field is a cho…
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Runtime Messages are not workingSummary Runtime Messages are not working even after putting println statements in groovyContent Hi, Runtime Messages are not working even after putting println statement…
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Saels Lead Audit Trail (Lead Change History)Summary We enable the Auditing of Sales Leads but it doesn't work.Content We have this requirement that we need to audit some fields in Sales Lead and Sales Lead Product…
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How to Bulk Update the Contract Administrator ?Content Hi, I saw that there is an Idea about it and from what I understand it has been available since release 18B. Is that correct? Or is that still not possible? Than…
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Ability to allow multiple contracts tab in manage contracts pageSummary We have a requirement from business to have the ability to allow multiple contract tabs to appear in manage contracts page as we have for purchase orders and neg…User_2025-02-10-05-51-05-868 31 views 2 comments 1 point Most recent by User_2025-02-10-05-51-05-868 Enterprise Contracts
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Sending the contract email does not send the contract preview.Summary Sending the contract email does not send the contract preview.Content I am sending the contract email, but the contract document preview is not sent, do I need t… -
Search Criteria in Searching Leads in Activity objectSummary I want to add more fields as search criteria in searching Leads in Activity object.Content I want to add fields as search criteria when searching and selecting a…
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Showing Leads in Lead Landing PageSummary We want to maximize the list being displayed under Leads' Landing page.Content We want to maximize the list being displayed under the Leads' Landing page. Curren…
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Unable to Use Excel MacroSummary Import Error in Win10 64BitContent Hi Friends, Need your supports on importing the macro file in Win10 64Bit Unable to Use Excel Macro getting - "Compile error i… -
How to do a patch on Child Object using REST APISummary I want to change the Primary Address fields on Contact associated with Lead using REST API .How to register webservice for that and how to utilise that in Groovy…
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How to trigger an action on association of Product with Product GroupSummary Hi, I want to call Rest API which will send the Product Group Id to other application when Product is associated with Product Group through Manage Product Group …
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How to create new values for buy intent sourceContent Hi, Is it possible to create new values for the buy intent source? Today I have the values: All Elegibles customers Business Unit Customer Employee and Contracto…
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Can we stop primary Contact address population on Lead Contact address fieldsSummary How to stop Primary Contact address fields population on Lead Contact fieldsContent Hi, Can we stop Primary Contact address fields from getting populated in Cont…ABordia 44 views 4 comments 0 points Most recent by Bodhisattwa Mukherjee-Oracle Incentive Compensation