FEBRUARY MAINTENANCE PACK FOR 23A
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 25 JAN 2023 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
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DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Create Smart Actions Using Guided Process
You can now create smart actions more easily using a guided process that's specific to the type of action you're creating, such as an action based on a REST API or UI.
Create Routines from Predefined Templates
You can create routines from predefined templates. Templates help you configure routines quickly by providing examples for such items as opportunity follow-up or past due tasks.
Specify Child Objects in Routine Rules
Sales administrators frequently need to evaluate child objects to determine if an action should be taken. For example, you might want to select opportunities based on values in revenue tables. Rules for child objects can be entered by clicking the Add Dependent Rule button and are available for Accounts, Contacts, Sales Leads, and Opportunities.
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 29 NOV 2022 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Capture Interactions in Activities
Salespeople can now log Interactions as part of Activities. They can log and view historical interactions and associate them with an activity. If there is an activity created to make a call or to send an email to a customer, the salespeople can capture corresponding details of the call or email interactions in the Interactions history subtab under the activity record.
Receive Email Notifications for Scheduled Jobs
If a scheduled job, such as Periodic Refresh, runs beyond a predefined threshold, then you get an email notification to inform you. This helps you monitor jobs without having to sign into the application.
Automatically Create Proposals from Opportunity Quotes
Proposals can automatically be generated from opportunity quotes by utilizing the power of routines that use configured rules. This extends the existing capability, which automatically creates a quote from an opportunity using routines.
Enable User Context for Custom Objects
Administrators can now perform relevancy scoring calculation for custom objects. This allows for having relevancy based saved searches in Adaptive Search which helps to view the list of most relevant items from that custom objects in Workspace, Next Gen List and Mobile.
Switch to New Rollups from the Existing Aggregate Fields of Workspace
Your users now get a more consistent user experience and improved performance because Workspace aggregate fields are now available as predefined rollups in the Rollups framework.
My Smart List Saved Searches Renamed to My List
The "My Smart List" saved searches are now renamed to "My List". For example, the My Smart List for accounts is now renamed to My List for Accounts, the My Smart List for leads is now called My List for Leads, and so on. The My List saved search shows relevant results based on a user's activity, and it includes the most recently and frequently accessed records.
Display Smart Actions Based on Signed-in User
Configure a smart action to check for the signed-in user before displaying at runtime. This is helpful if certain users don't need to see a smart action.
Allow Indexing of Custom Fields Not Yet Indexed
In Application Composer, you can now edit an existing custom field and index it for better search results.
Allow Duplicate Records for Many-to-Many Relationships
Specify if duplicate records are allowed for many-to-many relationships. Users might want to enter duplicate records due to their own business requirements.
Configure Territory-Based Custom Object Security Using Access Groups
Enable territory-based access to custom objects using a Territory dynamic choice list field and access groups. Once a territory is selected, a territory team member, as well as other members of the territory hierarchy, can access custom object records.
Find Deleted Records in Sales and Fusion Service Using Deleted Records API
You can now get a list of deleted object records in Sales and Fusion Service using the Deleted Records API, so that you can take appropriate actions in your application.
Sales Automation Foundation Common
Include Manager Person Number in Reports
Manager Person Number has been added to Incentive Compensation subject areas. You can now include the person number for managers in reports at each level of the manager hierarchy.
Quick Facts Summarize Key Insights in Application Usage Insights Dashboard Pages
Quick Facts provide key insight summaries at the top of dashboard pages in Application Usage Insights. The Quick Facts feature distills key insights provided by visualizations into easily consumable actionable conclusions.
Scanned Typed Text Notes and Add Them to Sales Objects
While using their CX Sales Mobile app, salespeople can scan printed text with their camera and save the text as notes for accounts, contacts, opportunities and other sales objects. Easily capture and convert typed text to notes which can then be used in search.
Receive Notifications on Mobile for Upcoming Appointments
Notify your Sales Reps of their upcoming customer appointments so they are always on time for their meetings or communicate to their customers in advance if they are running late
Renew End-Dated Subscription Lines to Open-Ended Subscription Lines
You can choose to renew subscription products that contain expiration dates to subscription products that aren't restricted to specific end dates or times. Based on selecting a simple option, you can renew subscriptions without having to amend or edit the subscription details.
Close Suspended Subscriptions and Close Renewals of Suspended Subscriptions
You can now close subscriptions that are in a suspended status, thus eliminating unnecessary revenue contract creation and closure. In addition, if you've renewed a subscription that you then later suspend, you can cancel or close the new product line that was created from the renewal. This means you can automatically cancel or close the subscription products created after a renewal, if the parent subscription is suspended.