Setup and Maintenance
Discussion List
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To have a system prompt on Accounts and Opportunities for sales team functionSummary: Hi all, have a requirement and am seeking everyone's support on this: If a user selects the sales team function role "pursuit leader" from the LOV, can we have … -
Is there a performance implication if Workspace Periodic Refresh is run every 5mins?Summary: The records in the workspace search results does not reflect the change in real time until the periodic refresh is completed. In our case, the periodic refresh … -
Relation b/w order management and enterprise sales contractsSummary Can we create sales order against the 'Active' sales contractsContent Hello team, I need to understand the process flow of creation of sales order from 'Active' …Saurabh Sharma_HCL 49 views 2 comments 0 points Most recent by Babu Chalamalasetti Enterprise Contracts
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How to disable contact duplicate matching configurationsSummary: How to disable contact duplicate matching configurations Content (required): We enabled the configurations for the duplicate matching configurations in contacts…arin innovation 101 views 9 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
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How to add more fields under Update Contact smart action?Summary: Add more fields under Update Contacts smart action. Content (required): When we click on Smart action 'Update' , we get to see only Job title, First name, last …
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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…
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Checkbox fields in WorkspaceSummary: Now the checkbox fields are seen in the Workspace as True or False, instead of being a check. Content (required): I have seen that there is an Idea Lab where th…
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Need FBDI process to update bulk assets in Subscription ModuleSummary: Is there any process to update bulk assets in Subscription Module. Content (required): Version (include the version you are using, if applicable): Code Snippet …
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I want to make custom objects multilingualContent (required): I'm in charge of setting up Japan. For example, I created a custom object called "接待履歴". However, since there are English users who use CX, I wou…
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Notification when an Installed Base asset is createdSummary: Content (required): Hi all, Is there a groovy script which we can create to send notifications to specific people when an install base asset is created automati…Andreea Palacian 81 views 2 comments 0 points Most recent by SRGogula-Oracle Subscription Management
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OSMC Data Archival Policy, Best practice, and recommendationSummary: OSMC Data Archival Policy, Best practice, and recommendation Content (required): 1. Does Oracle have any data archival best practice or recommendation for OSMC?…
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Is there a way to have DaaS fill out the NAICS codes on the (new) accounts?Summary: We want to use DaaS to create and enrich our customer accounts. We have created a custom mapping which includes all the possible NAICS fields, but this field is…
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How to change the name of a participant in a BPM worklist skipping of validationSummary: BPM worklist approval rule, I want to put a string in the participant's name,approval stage name that is not allowed in the validation. Content (required): I wa…YUTA TOGASHI-Oracle 41 views 1 comment 0 points Most recent by Alexandra Rabaea-Support-Oracle Enterprise Contracts
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P2TSummary: I need to refresh my Test Environment and have a few questions. Content (required): I originally asked Oracle Support to refresh my Test CX environment but they…
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How to customize the pages where contacts are added from other modulesSummary: We want to customize the pages where contacts are added from different modules such as leads, opportunities, accounts, etc. Content (required): We need to custo… -
How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code…
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Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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How to prohibit self-approval by the creator of the contractSummary: I want to skip assigning contract approval to the author of the contract. Content (required): To prevent self-approval by the author of the contract, we referen…YUTA TOGASHI-Oracle 51 views 2 comments 0 points Most recent by YUTA TOGASHI-Oracle Enterprise Contracts
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Can we enable 'Contains' operator for Account field in Activity objectSummary: Can we enable 'Contains' operator for Account field in Activity object Content (required): Hi Team, We have requirement where Customer is asking to enable 'Cont…
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How to set default Line Number as a Display sequence number.Summary: Hello Team, We have requirement to set the default line number as the display sequence number in the subscription module. Could please help me how to set defaul…PMANNEM 51 views 1 comment 0 points Most recent by Oscar Milan-Support-Oracle Subscription Management
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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How can we make Legal Entity required on the "Create Contract" subpage?Summary: We would like to make the Legal Entity field on the "Create Contract" subpage a required field. How can this be done? Content (required): Version (include the v…
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Some Informations about SubscriptionSummary: Some Informations about Subscription Content (required): We are implanting the Subscription module in our company, and we receive some questionings about what i…AT_FARIAS 41 views 1 comment 0 points Most recent by Oscar Milan-Support-Oracle Subscription Management
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should…