Category 42-2
Discussion List
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How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …Varun Malhotra-Support-Oracle 6 views 0 comments 0 points Started by Varun Malhotra-Support-Oracle Sales -
How to set custom field with expression that reference related entity fieldSummary: We want to show in the Service Request detail layout the Contact's Annual Income We configure the following: In Service Request created a new custom field Use t… -
How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets …
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Is it possible to customize the 'Who' ColumsSummary: After implementing HCM cloud in the same POD as CX Sales, part of the HCM process the username will now be changed to employee ID. Due to this change, the Sales…Robert de Klerk-Oracle 13 views 1 comment 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales
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Things to Finish and Notifications FunctionalitySummary: How does the Things to Finish and Nofications work? It is not equal with the number of tasks or appointments. Content (required): How does the Things to Finish … -
How to migrate custom roles from one POD to other?**This post was created as part of a How to Service Request (SR)** Version : 23 A Summary: We have many custom roles defined and tested in lower instance. We would like …Varun Malhotra-Support-Oracle 14 views 1 comment 0 points Most recent by Varun Malhotra-Support-Oracle Sales
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Is it possible to update the Default UOM of a Product using Item Service V2 web service?Summary: Update the default UOM/ default UOM Code of a product Content (required): In our Dev environment, around 200 products have incorrect UOMs. Is there a way to upd… -
How to have different Address Fields depending on the Country SelectedSummary: How can I setup up different rules / formats for the Address based on they country that is selected. For Example : Different countries can display different fie…Robert de Klerk-Oracle 18 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Please critical to solve this The contact that created through ERP is showing in sales non editableThe contact that created through ERP is showing in sales non editable so please need to know the cause and fix this issue -
How to get a report of opportunities which are created using Copy button.Summary: How to get a report of opportunities which are created using Copy button. Content (required): How to get a report of opportunities which are created using Copy …abhishek methi-Oracle 24 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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Search functionality for contains**This post was created as part of a How to Service Request (SR) Release: 22D Summary: Can you please confirm how the opportunity search functionality works please. When…Syed Misbauddin-Support-Oracle 39 views 3 comments 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales -
What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 40 views 2 comments 1 point Most recent by Sirajuddin Syed-Support-Oracle Sales
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Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 32 views 4 comments 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales
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what role is need to to view campaigns in Sales Cloud CXSummary: Roles required to view Campaigns in OSC. Content (required): Hi, What role is need to view sales campaign in Oracle sales cloud? I know this functioanlity has b…
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How to Use SOAP API to FIND/CREATE Person with & Character?Summary: How to Use SOAP API to FIND/CREATE Person with & Character? Content (required): **This post was created as part of a How to Service Request (SR) ** Version (inc…Jacqueline Li-Support-Oracle 3 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to Check whether There is any City Name with More than 30 Characters in Geography Hierarchy?Summary: How to Check whether There is any City Name with More than 30 Characters defined in Geography Hierarchy? Content (required): **This post was created as part of …Jacqueline Li-Support-Oracle 13 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page
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How to fetch a list of users linked to Account/Account sitesSummary: How to fetch a list of users linked to Account/Account sites Content (required): How to fetch a list of users linked to Account/Account sites. The ask is to fet…
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How to create build an analysis report for Lead Source?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to create build an analysis report for Lead Source? Though the…
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Is it possible to massively purge inactive data?Summary: Is it possible to massively purge inactive data? Currently, we are purging Inactive Accounts and Contacts one by one, using their PartyNumber. This question is …
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Unable to update the 'Quote or Order Number' from CPQ to CXSummary: We are facing an Issue with the Quote Update for 'Quote or Order Number' field. When we create the Quote we are able to do 'Update Opportunity' and 'Return to O…
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Display Overdue Tasks as RED Only for Open ActivitiesSummary: Display Overdue Tasks as RED Only for Open Activities **This post was created as part of a How to Service Request (SR)**Sirajuddin Syed-Support-Oracle 53 views 7 comments 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales -
Webservice call using groovy is not working: Invocation of service URL used in connection failed.Summary: Trying to run the territory assignment using webservice call, but it is not working. Content (required): Trying to run the territory assignment using webservice…
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How to view the changes made on a standard roleSummary: How to view the changes made on a standard role Content (required): How do I check whether the a user made any changes on a standard role. Version (include the …
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Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 14 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
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How to convert a Lead into an Opportunity using REST APISummary: How to convert a Lead into an Opportunity using REST API Content (required): Hi , How to convert a Lead into an Opportunity using REST API in Oracle Sales Cloud…
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How to add the "Type" field for addressesSummary: Following the instructions set out in the document, but unable to add https://docs.oracle.com/en/cloud/saas/sales/22d/fadsi/enable-multiple-account-addresses.ht…Robert de Klerk-Oracle 16 views 1 comment 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales
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How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 45 views 2 comments 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales