Category 42-2
Discussion List
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Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series -
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 … -
How to create a Help Desk organizationSummary: Looking to create a Help Desk Organization so I can assign all the agents to the Organization. This will help when it comes time to add the resource to the Queu… -
SLA APIs time response Oracle CX Sales & ServicesSummary: I need to know the SLA for API calls to the Oracle CX Sales & Services Content (please ensure you mask any confidential information): The architecture team is e…
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Reply to Email not getting appended in messages Subtab under SRSummary: We are sending Email from Forward or Reply options within Messages subtab under SR. System generated unique code is also added at the end of email body. When th… -
Add Custom Fields in "Search and Add Customers" screen under Coverage tab in Territories.Summary: Navigation/Steps Sales > Territories > Classic UI 1) Create a Proposal 2)Add Territory to Proposal 3) Navigate to Coverage tab 4) Select + Button on Included Cu…Anubha Vijayvergiya-Oracle 25 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
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Purge of objects' attachmentHi, our customer needs a formal confirmation by Oracle regarding the following aspects of data management and deletion in the system: Once an account is deleted, all ass…
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Restrict users from deleting attachments in the Service Request standard object.Summary: We need to implement a restriction that prevents users from deleting attachments in the standard Service Request object in Oracle fusion service using groovy or…
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What is the link between a Self-Service User and the IDCS user?Summary: How can I find the link between a CX Contact's Self-Service User and the corresponding IDCS user? Content (please ensure you mask any confidential information):…TyskJohan 111 views 4 comments 0 points Most recent by Bodhisattwa Mukherjee-Oracle Digital Customer Service -
How to break the attachment field link in the Manage InvoiceSummary: Hello… Is it possible to break the attachment link in Lower environment ? Objective is users should not download and see the PDF/Files by clicking the attachmen…
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Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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How to relate 2 analysis using OTBISummary: I want to relate 2 analysis, in a way that the select row from analysis A filters the content in the table of analysis B. Ex. Analysis A (Customers) Analysis B …Gomez 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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how to store multiple GLN's at address level in CDMHello Team, In CDM, GLN is a standard attribute basically a text field. For our use case one site can have multiple GLN associated with it. Can you please provide us the…
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How to auto-calculate # of Activities per lead?Hi Team, I have already tried groovy and it is calculating the number of activities on an update on lead. But the ask is, for a existing lead, when the user adds an acti…Aditya Varma Gadiraju-Oracle 21 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales
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POST works from POSTMAN but not from groovy triggerSummary: We are triggering the PAAS service to post the data from cx system, we are able to post and getting the response from 'Postman' when we try the same from groovy…
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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 12 views 1 comment 0 points Most recent by Andrei Tapu-Support-Oracle Enterprise Contracts
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Where I can View the record name of a custom objectSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Add Contact button on an Oracle Service Request (SR) not showingSummary: Content (please ensure you mask any confidential information): Hi all, I logged an SR ticket through the Oracle Service Request portal and this morning I was ab… -
¿ Que rol o permiso permite ver en modo lectura un analisis y un panel de control?Hola Tengo un reporte con análisis y un panel de control ya publicado pero un usuario puntual necesita verlo y descargarlo, que rol o permiso debo asignarle para que pue…AndreaGarzon 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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OTBI analysis works fine for Salesperson but not for Sales ManagerSummary: We have an analysis where we're presenting: Customer Name, Product Name and Closed Opportunity Line Revenue. It works fine for the Salesperson and all the value…Gilson Souza Jr. 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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The Updates done in Partner records via Import is not appearing in the Change History tab.Hi Team, The Updates done in Partner records via Import management is not appearing in the Change History tab of the Partner record. Scenario:- We have updated some comm…
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How to delete product groups in bulk and set free the reference numbersSummary: Hello, how are you doing? We have a product catalog today, that has many structural problems. So we are going to create a new one. The important thing, is that …
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Unable to create an attachment using the crmService ActivityService createAttachment serviceSummary: Im trying to upload an attachment using the ActivityService.WSDL. I'm sending a request with the attachment information, and it response message is SUCCESS. Whe…
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Forecast Options in Classic UIHi there, we are trying to set up the Forecasting in the Classic UI according to the requirements of our customer. The requirements are the following: Forecasts should b…
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Microsoft 365 Outlook Add-In Shared Item Syncing IssueWe have an issue with sharing item in Microsoft Outlook. After sharing an item, it just spins for about 3-4 minutes—sometimes displaying a message that it has timed out.…
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How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. … -
Access Group Members - Different results on screen and APISummary: Hello, I'm facing a situation where an user is added to a Role on Security Console, I can see that the user has been added successfully but it is not present in…
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Copy Service RequestSummary: Copy Service Request Content (required): Hi, Is it possible to customise the Service Request copy popup? Version (include the version you are using, if applicab…
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How to change the default option for Record Set in workspace?Already changed the default option from 'All records I can see' to 'My subordinates are on the team' on sandbox and already published it. After publishing, the change is…