Workflow
Discussion List
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I need to validate an alterationSummary:i need to validate an alteration only on Phone and email Content (required):I have an approval flow on my environment for new record it works well, but i have a … -
Approval workflow for Prospect AccountSummary: Hi Team, We have a requirement where we need an approval for any account that user creates in Sales as prospect and once the approval is provided then only it c… -
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… -
Email TemplatesSummary: We are using URL in email templates , in that we are passing some parameters. One of the value is having space(Ex: Test Drive) till Test only coming as URL and … -
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…
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How to fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is mapped@Manoj Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…
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How to create Customer Account using FBDISummary: How to create Customer Account using FBDI. Content (required): The requirement is to create a customer through FBDI. We have customers present in fusion which n…Neelesh Varma 127 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email … -
How to check Object workflow e-mail(s) if sent successfully to the userSummary: Content (required): is there a way we can check if workflows email was sent properly to the user? it is similar to email logs that been sent to the users via ob…
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How to change From Address Domain for Sales and BPM Workflow Email Notification?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Please provide Email configuration setting required for Client sid…
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Can we use/trigger the Email Templates from GroovySummary: We want to send the SMS from Service Request to mobile, in that we need to use the templates for message body. Can we access/use the email templates in groovy? …
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Using formula text field in a workflowSummary: We have a requirement to capture multiple email addresses(comma separated) in a text formula field and use that in the Workflow Email task 'To Address' field. H…
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Enable email Notification for CX Sales ModuleSummary: Based on the Doc ID 2346344.1, we were unable to loacte the domain wise email enablements, We wanted to know this feature is currently supported or not ? Conten… -
Approve From Mail With a Custom Template**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: is it possible to approve or update any field from the mail templa…Kyler Thomas-Support-Oracle 31 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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How can I report on/analyze notifications created 'in the wild'?Summary: We have too many notifications (e.g bell notifications) being created. As we determine which ones to disable, rather than analyze all of the groovy scripts crea…
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BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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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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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Is it possible to create a dynamic layout based on stalled opportunities?Summary: We need to create separate layout based on an opportunity that is stalled, or where the stage has remained idle for too long. We need to expose and require cert… -
Notification on Account-Contact relationship deleteSummary: Hi Team, We are planning to send out a notification to account owner, when a contact is deleted from "Contacts" tab. Content (required): When a contact is remov…
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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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BPM Worklist and Activity Notifications - Future PlansGood afternoon. I have a general question regarding Oracle's future plans regarding BPM Worklist and how notifications work with regards to Activities. Note, in our case…
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how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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Long Text Field Formatting lost in Email TemplateSummary: I am creating an email template in App composer and have create a long text field but when the email notification comes, the long text field loses its formattin…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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Bell notification hyperlink is not working properlyContent Hi Team, We have an requirement to send an approval notification to the manager through email as well as in bell notification. In the bell notification the recor… -
Object Workflow Not getting triggered for few users- GroovyContent We have a Object workflow -groovy being triggered based on a condition on Update of a record in a custom object. The groovy code is being triggered for few users…