Seeded Views

Proposals Seeded Views

Views are saved sets of search criteria. Users can use the seeded view provided with Oracle Proposals, or can create their own views.

Note: A saved view created in the Proposals page is not visible/accessible in the Proposals bin of the Sales Dashboard page and in the Proposals page when navigated from the Proposals shortcut on the Sales Dashboard page. Saved Views work at the page level.

Table C-1 describes the seeded view for Oracle Proposals.

Table C-1 Oracle Proposals Seeded View
View Description Columns Displayed Default Seeded View
My Proposals Displays proposals where the user is in the sales team of the proposal. Proposals are sorted by age (descending) and five rows are displayed.

  • Proposal name (links to proposal update page)

  • Customer name (links to customer details page)

  • Contact name (contact for the customer; links to contact details page)

  • Due Date (due date for the proposal)

  • Status (Draft or Final status of the proposal as specified)

 Yes