Workflow
Discussion List
-
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… -
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question … -
Email Notification for imported LeadsSummary Lead WorkflowContent Hi, Is there any way we can trigger email notification workflows to send email to lead owner for imported leads in the system. Thank you Anu…
-
Activate Action Only When Logged-In Resource Has Correct RoleContent Hi, I'm creating an action which triggers a groovy script but I want that action to be only available to certain types of resource roles. How do I achieve this? …
-
What are the performance issues faced when activating Audit Policies?Content Hi, We are planning to activate audit policies for Sales Lead object since we're facing an issue where they are being retired abruptly for no known reason. I jus…
-
How To Investigate A Lead That Is Being RetiredContent Hi, We have leads being set to Retired by an integration user. I want to investigate how these leads are set i.e. by webservices, by scripts. etc. Is there a way…
-
Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …
-
Sales – Innovation Showcase: Help Desk, 29 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Innovation Showcase: Help Desk session to have them answered during the live event. Post your questions by posting a new co… -
How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20D
-
Object Workflow - GroovyContent Is there any time out for Groovy Object functions called from Object Workflow? Like from object functions and triggers there is a timeout of 60000ms as mentioned…
-
Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …
-
Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
-
HR Helpdesk ApprovalContent Hi Team, My customer is having a requirement to have a approval whenever employee submits service request from hr helpdesk. For this i have created a custom text… -
User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…
-
Feature Friday: Access GroupsContent Access Groups make it easier for application administrators to provide user access to segmented business data such as Accounts, Contacts, Opportunities and Custo… -
How To Check Email Sent to sendmail-test-discard@oracle.comSummary How To Check Email Sent to sendmail-test-discard@oracle.comContent Hi, Our data in our DEV environments are masked with emails of resources set to sendmail-test-…
-
How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…
-
Stop the BPM approval workflowContent Hi Members, I was looking for a use case solution where if one out 3 approvers rejects the approval then approval should be rejected and no further email notific… -
What Drives the Follow Up Date Functionality In OpportunitySummary What Drives the Follow Up Date Functionality In OpportunityContent Hi, I'm investigating why users received a follow up email ahead of what they set as the "foll…