Workflow
Discussion List
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Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…Harshini Amancha 91 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Can the "Lead Details" field on the BPM worklist be changed to navigate to Redwood pagesHi We have an approval workflow for the Lead object. On the BPM worklist's Approve/Reject page, there is "Lead Details". Is it possible to change this so it navigates to…
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Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?
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Oracle CX Account Address Approval ProcessWe are implementing PRM for our customer and once we do that , our system will be exposed to many more users. We do not want them to add junk address against customers. …
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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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How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli… -
Sales Revenue Workflow:Unable to Restrict Email Alerts by Opportunity Business UnitSummary: We are configuring an email notification workflow in Application Composer under the Opportunity Revenue object. The goal is to send email alerts only when Reven…
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
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Is there any way we can extend the maximum limit of DCL'sHello Team, We have reached maximum limit of DCL's in a custom object but we have a requirement of creating a DCL's field to be created in the same object. So wanted to …
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How to run a routine that is scheduled yearly on specific dateWe have a requirement where we need to run the routine on 1st of October every year, but when scheduling routines the start date is not present how do we acheive this
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How to add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the…
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Activity NotificationSummary: Hello, I am trying to figure out to add a field in the notification i'm receiving when an activity is created. I want to add 2 fields that are populated on the …
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Ability to send the Dynamic Url in email templatesSummary Ability to send the Dynamic Url in email templatesContent Hi All, We have email template which have link to the oSC application. In our case every time we migrat…
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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 11 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 21 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… -
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… -
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 1 point Most recent by Radhika Abhyankar-Support-Oracle Fusion Service