Setup and Configuration
Discussion List
-
Cannot Replace Saved SearchWe are trying to update one of the Saved Search for Opportunities. However, when we are trying to save the saved search, we are receiving an error: What would be the pos… -
Approval - Restrict top participant based on responsibility typeSummary: We have a requirement where the approval needs to go to management hierarchy 2 levels. However, if the 1st manager is Division director (based on Responsibility…
-
Check-ins vs Anytime feedback vs Anytime DocumentSummary What is the difference between check-ins and anytime documents?Content Hi All, What is the difference between check-ins and anytime feedback? How are they being … -
Is it Possible to change font style of BPM Email NotificationSummary: **This post was created as part of a How to Service Request (SR) Is it Possible to change font style of BPM Email NotificationSiraj Syed -Support-Oracle 41 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
-
Unable to see "Source" in questionnaire optionsSummary: Content (please ensure you mask any confidential information): Hi community, I need to use the "Source" option in the questionnaires sections (as you see from s…
-
How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available… -
Performance Process flow.Summary: Hi Expert, Just wanted to know in process flow I can't see worker set goal 24A, but I can see in 23D. do we have any document where oracle mention it's remove. …
-
Carreer and Performance issue to hide or remove document pop up with " Its time to complete "Hello We had rolled out carreer and performance document and suddenly it has appeared as title " ITS TIME FOR 2024-25) review in ME section Carreer and performance ( ple…
-
How to Restrict Service Request Visibility Based on Queue**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We would like to limit the service request visibility based on que…
-
EL Expression to refer the value from a separate pageSummary: EL Expression to refer the value from a separate page for review period to hide comments on objective page Content (please ensure you mask any confidential info… -
Total weight between different goal plansHello Team, we have enabled the redwood and we received a request from a client who asked us for the possibility to create two distinct goal plans with the ability to ca…Giovanni Pozzessere 31 views 4 comments 0 points Most recent by Manjunath Karanam-Oracle Performance Management
-
Newly Created Product not found in Browse Catalog in LeadsContent Hi, I created a new product, but it is not appearing in the "Browse Catalog" in Leads. I have done the following: -Create product in Sales > Products -Added it i…
-
-
How to create a web Application through sandboxSummary: how can i create a web application in the below screenshot Content (please ensure you mask any confidential information): Version (include the version you are u…
-
How to fetch PIM Product Catalog in Sales Cloud Products / Product GroupsContent Hi All, I am referring to the Oracle doc: Import Sales Products From PIM Data Hub" Scheduled Process Criteria (Doc ID 2562928.1 It mentions that one of the field… -
Is it possible to set the default owner in the list of assigned sales resources in lead assignment?Summary: Is it possible to set the default owner in the list of assigned sales resources in lead assignment? Content (required): We have several assigned sales resources…User_2025-07-18-06-07-44-367 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
-
How to hide fields from disability info?Dear Oracle community, When adding the disability info to a profile, there is this nasty little field called "disability code" that becomes visible after creating the di…
-
'Edit Schedule' option for schedule processes unavailableSummary: We needed to get a list of the scheduled processes that are currently running automatically and cancel some of Content (please ensure you mask any confidential …
-
Export standard coverage / Entitlement RulesHi everyone, We needed to export all the data from standard coverages / entitlement rules as we need to validate if all the categories are listed. We tried using "Export…
-
How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 24 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
-
How to fix multiple record line showing for the same resource in opportunity team tab?Summary: Showing multiple record for the same resource in opportunity team tab. I can replicate this scenario by creating a new opportunity record and the opportunity RB… -
Performance Document Digital Signature Date PDFSummary: We would like to also include the DATE the electronic signature was confirmed. How can we achieve this? Content (please ensure you mask any confidential informa… -
Is it possible to hide an active goal plan from employees?Summary: We are wanting to know if it is possible to hide an active goal plan from the drop down selection so employees only choose one plan. for example: we have goal p… -
If a User schedules a process in Paas, can I see it with another User in Saas?I have a requirement that an administrator user schedules a process in Paas, but other Users need to see it in Saas, is it possible? which role or privilege Do I need?
-
Is it possible to add DFF in My Team > Workers?Hello everyone, we have a DFF named 'Contract End Date' in the Assignment and the business wants to add it in the My Team >Workers. Is this possible?Maria Cristina L. San Jose 31 views 2 comments 0 points Most recent by Maria Cristina L. San Jose Human Capital Management
-
Service Request Category Setup and Maint Redwood pagesIn CX Service 23D the Manage Service Request Categories setup task is a Redwood page. We added 2 custom attributes to the Category object in App Composer and published t… -
Maintain Meta Model and IndexSummary: Hi, We have a Maintain Meta Model and Index process in error in scheduled processes. This was scheduled by someone who is now a leaver, so may be the reason for…Daniel.McDermott 93 views 1 comment 1 point Most recent by Praveen Desetty - Support-Oracle Fusion Service