Workflow
Discussion List
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p… -
BPM object workflow always getting set to Rejected approval statusSummary: BPM object workflow always getting set to Rejected approval status Content (required): Hi All, For one of my customer requirement, we have created a BPM object …
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how to remove "Rs" string from the Amount column in opportunity object in workspaceSummary: We don't want "Rs" word in Amount column in opportunity in workspace. Content (please ensure you mask any confidential information): Version (include the versio…
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Does delegation of approval in BPM workflow in Cx cloud will consume HCM License?Hello, We are trying to enable delegation of approval when sales manager goes on vacation, we are using Employee - Role Name & ORA_PER_EMPLOYEE_ABSTRACT- Role Code will …Seshadri Vijayaraghavan 31 views 1 comment 0 points Most recent by Topher Heath-Support-Oracle Sales
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VBS : Source code for Redwood templatesHi Team, I'm currently in the process of creating a new account list panel that extends the same options, features, layout, and CSS as the existing panel. How can we acc… -
Redwood - How to include Create Service Request in Account pageHi Team, I would like to modify and include "Create Service Request," to the options listed in the screenshot. Could you please provide guidance on how to edit add the n…
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Redwood : Modify Account Detail pageHi Team, I'm currently in the process of creating a new account list panel that extends the same options, features, layout, and CSS as the existing panel ().While I have…
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We are getting error while trying to create new BPMSummary: Hi All, We are getting the following error when we are trying to create new BPM Workflow. Please help us with this issue. FND-FND_GENERIC_MESSAGE (FND--1) FND-F…
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How can we add revenue product column in workspace under opportunity object?Summary: We want to see revenue product names under the workspace columns for opportunity saved searches. Content (please ensure you mask any confidential information): …
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How to make Scheduled Process Job output visible to all users with System Administrator roleSummary: During Scheduled Process running we can output to a text file, which is stored as an attachment to the job. This attachment is visible only to the user who ran …
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How can we get approval on Appointments (Monthly Schedule)The sales team needs to create a monthly schedule (appointments with different accounts/customers) and get it approved by management. After approval, sales representativ…
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Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…
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How to send Reminder Emails with Custom Email TemplatesSummary: We want to send a reminder notification to users if status remains as 'Approval Pending' after every 2 days. We tried to achieve this using Execution Schedule u…
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How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces…
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Schedule Object WorkflowHi, How can I schedule object workflow to run every Friday at 11 PM. Thanks -
Best Practice for Creating a Service User AccountSummary: What are the recommendations for setting up a Service Account. Content: Hello, We are currently wanting to setup a Service User Account that will consolidate al…
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Chat feature for CX Users on Objects.Does Oracle plan on implementing anything similar to the "Chatter" Feature on SalesForce? It would be super helpful to have the ability to TAG other users on Opportuniti…
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How to send Sales cloud Account's audit history through mail ?Hi Everyone I have a requirement that I need to send sales cloud Account's Audit history through a mail to specific person in order to notify the recent changes . Kindly…
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Change "From Email Address" for Object WorkflowsSummary: We will be using Object workflows to send email to external customers and partners/agents and would like to have from email address either the owner of object r…
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Need payload to update Customer contact point for the existing Customer via APISummary: I am able to create Customer via API and able to create the contact Points also, but for the existing customer which is not having Customer Contact point for th… -
Deep link for email template formatSummary: Hi all, I am working on an email template that is supposed to link to a specific opportunity subtab. I am getting to the Opportunity List but cannot get the syn…Carol Schiffler 27 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Sales
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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 …
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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…
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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 151 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 …