Workflow
Discussion List
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Reflect the custom field in contract BPMSummary: We would like to use the custom fields to drive the contract approval process Content (please ensure you mask any confidential information): We define quite a n…Yeung Shing Keith 9 views 1 comment 0 points Most recent by Andrei Tapu-Support-Oracle Enterprise Contracts
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Error In Workspace when Mass Updating ObjectsIssue Summary: In update 24B, Oracle introduced Parent-Child relationships between fields. We’re now encountering a problem with the Region and Branch custom fields due …
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The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…Seshadri Vijayaraghavan 24 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Object workflow is not triggering immediatelySummary: Hi, i have a requirement to send massive email for email campaigns. I'm using an application composer's custom object and object workflow to achieve this. I con…
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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Groovy - Copy Product custom field value to Opportunity revenue fieldSummary: How to copy a Product custom field's value to an Opportunity Revenue line item field? Content (required): Hi, I have a custom field ABC on Product table. When t…
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is…
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Application Role is Blank under BPM worklistSummary: We have to assign group of people based on Role on Approval group but unable to get any role its blank. So tried with the BPM flow by updating the Human task - …
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How to send email notification to resource when an Activity is assigned to that resourceSummary: Hi All, We have a requirement to send email to user to whom a new Task(activity) is assigned. Content (please ensure you mask any confidential information): The…
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How to find system notifications after dismissalHI team, We've employed custom Groovy scripts for Approvals for one of the Clients in Object Triggers in CX. This script sends a bell icon notification to the recipient'…
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Task Creation via an object workflow - Sales CloudSummary: Hello, I have created an object workflow to automatically create a task when the status of an account is changed. In task configuration we don't have the option…
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Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…
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How can I create a report BI of notifications sent by service request workflow?Summary: How can I create a report of notifications sent by service request workflow? Content (required): Currently we are dispatching a series of notifications through …Camilo Martinez-114335 31 views 1 comment 0 points Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
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How to get workflow error in case Dynamic SQL Query Using Database Query FunctionSummary: The BPM workflow participants are created with Dynamic SQL Query Using Database Query Function in AP Invoice workflow. When the query does not return the value,…
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Why Am I being Forced to Enter Reason Won/Competitor when Marking Opportunity as Closed WON?In DEV1 and DEV3 Environments, I'm getting an error message when closing opportunity as WON, when in PROD, that doesn't happen. I checked all requirement scripts on App …
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Generating dynamic link in Leads and OpportunityHello, We've referred to the mentioned document and tried to incorporate dynamic link for Leads and Opportunity Approvals. Whenever the Object Workflow is triggered, the…
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Need to populate all the details of account on approval notification in CDMSummary: In the current object workflow configuration, Only object type and object name are viewed on approval notification in CDM. I was wondering if there is a way to …
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What is the proper alternative to Adaptive Search aggregates Roll-ups is NOT itSummary: Roll-ups and Adaptive search aggregates (from what I understand) are not the same thing functionally. So if Adaptive Search is being deprecated, what do we use …
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CX - Email template must contain accept or reject button, triggered by Object WorkflowWe have employed Object Workflow to trigger emails to Approver whenever a lead or opportunity is submitted for approval (Submit For Approval button which is a custom che…
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Business event/trigger/WF not working when product is imported from PIMSummary: Hi, Our products come from CPQ to PIM, and then we use scheduled process "Import sales products from PIM" to display the products in Sales Products UI. In this …
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Duplicate resolution request leaves the victim OSR status remains Active. Needs to be inactive.Summary: When a duplicate resolution request is processed, the victim OSR status remains Active. Can we have the process Inactivate the victim OSR during the request? Ve…
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Send actionable notification to user and capture the response takenSummary: We need to send custom notifications to the user from the Oracle PCS workflow application and then capture the response taken. For e.g., if there is any task as…
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How to change the domain of the notifications that are sent through the workflow.Summary: We are using the sales cloud workflow to send emails to contacts. Content (please ensure you mask any confidential information): When a sales opportunity change…
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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Is there any integration of AP / PO / GL approvals with Slack?Summary: We would like to use slack for approvals. This involves AP, PO, PR, GL Journals, and supplier approvals. Is this possible or is it in the roadmap anywhere? Cont…AndresGlz2109 21 views 2 comments 0 points Most recent by AndresGlz2109 Payables, Payments & Cash Management
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How to edit BPM mail notification Subject for "ExtnBusinessProcessComposite"Hii we are trying to edit BPM mail template for project "ExtnBusinessProcessComposite". The BPM looks like follows for this BPM we are receiving following mail notificat…
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From display name or From email address in object workflowsSummary: How to modify "From Display Name" for Object workflow email sent to customers Content (required): We have setup object workflows on opportunity which send email…Umang Gupta 93 views 2 comments 0 points Most recent by Rishabh Barodawala - HCM Consultant-Oracle Sales