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Oracle CRM On Demand Documentation Library
Release 38

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CRM On Demand Knowledge Base Articles

This page lists the Knowledge Base articles relevant to Oracle CRM On Demand available in My Oracle Support. To access the articles, sign in to your Oracle account and click on the links below.

Analytics

V2 Analytics

  • Reporting - Analytics - When Does Analytics Return a Null Value Vs. Unspecified (Doc ID 2450135.1)
  • Why Custom Integer field is displayed 0 in Analytics when the field is empty (Doc ID 2368351.1)
  • Why is Analytics Tab Not Displayed for Some Users After the Upgrade of R35? (Doc ID 2359892.1)
  • Hiding/Unhiding Calculated Column (Doc ID 2338351.1)
  • Report Timzone Conversion Not Working (Doc ID 2449316.1)
  • Analytics Migration (Doc ID 2348205.1)
  • Shared Activities in Analytics (Doc ID 2272774.1)
  • Analytics And Custom Object (Doc ID 2211053.1)
  • Analytics URL Reference is Not Supported (Doc ID 1801974.1)
  • CRM On Demand Analytics Error Code GDO7WNZA (Doc ID 1801253.1)
  • CRM On Demand Usage Tracking Metrics for Analytics (Doc ID 1801436.1)
  • The limitation of Multi-Select Picklist In Analytics (Doc ID 2289843.1)
  • Can't change Default Book for Analytics in My Setup (Doc ID 1802231.1)
  • CRM On Demand - Optimizing Report and Analytics Performance (Doc ID 1800916.1)
  • Oracle CRM On Demand - Common issue in CRMOD Analytics (Doc ID 2198017.1)
  • What time does the daily Analytics ETL process start? (Doc ID 1800510.1)
  • How to filter for a previous month's results in analytics (Doc ID 1800319.1)

V3 Analytics

  • Prompt Issue In V3 Analytics (Doc ID 2337731.1)
  • V3 Analytics Questions (Doc ID 2372963.1)
  • Moving Reports To Analytics V3 (Doc ID 2382649.1)
  • Introducing Oracle CRMOD V3 Analytics (Doc ID 2291235.1)
  • Oracle CRMOD V3 Analytics Considerations (Doc ID 2292899.1)
  • HTML Web Applets in V3 Analytics (Doc ID 2410008.1)
  • Analytics V3: Interaction In Charts (Doc ID 2438120.1)
  • Migrating Sub-reports in V3 Analytics (Doc ID 2362679.1)
  • Skip a prompt in V3 Analytics? (Doc ID 2339690.1)
  • Will Reports Services API work for V3 Analytics (Doc ID 2398197.1)
  • V3 Analytics - Unable to See Unhidden Dashboard Pages (Doc ID 2404351.1)
  • Migrated V3 Analytics - No results for some Graphs (Doc ID 2415257.1)
  • V3 Analytics - Using A Report As A Filter (Doc ID 2386750.1)
  • Pivot Table Appears Distorted In V3 Compared to V2 Analytics (Doc ID 2376996.1)
  • Filter Limited Values Option is not Available in V3 Analytics (Doc ID 2447932.1)
  • Analytics V3: Date Format When Downloading to Excel 2007 (Doc ID 2392022.1)
  • Analytics URL Reference Is Not Supported for both V2 or V3 platform (Doc ID 2326951.1)
  • V3 Analytics - How to Relink Dashboards When Reviewing and Moving Migrated Objects (Doc ID 2402128.1)
  • Analytics V3 Error: A Subquery Filter May Not Reference The Current Report (Doc ID 2393311.1)
  • Analytics V3 : Error in export Narrative report with Export > Excel 2007+ option (Doc ID 2318623.1)
  • V3 Analytics - What is Webcat Migration Found in the Service Information page? (Doc ID 2335784.1)
  • In Analytics V3, How Can I Display The Results In Chronological Order Rather Than Alpha Order (Doc ID 2402103.1)
  • Analytics V3 > Navigate to BI Content, Parameters Not Passed From the Source to the Target Reports (Doc ID 2353325.1)
  • Analytics V3 Error S6C66RYK:WIF3IYGO, Circular Reference, Subquery Filter May Not Reference The Current Report (Doc ID 2352756.1)
  • In V3 Analytics, is it possible to remove the links at the bottom of the Dashboard? (Doc ID 2391217.1)
  • V3 Analytics - Getting Error Maximum Number of Allowed Outputs is Exceeded When More Than Three Prompts Are Used (Doc ID 2407864.1)
  • V3 Report Showing Different Results Than Same V2 Report (Doc ID 2403222.1)
  • Conditional Formatting Not Working on Some Columns in V3 Reports (Doc ID 2433865.1)
  • V3 - Is it Possible to Have the Export Link Available to Users Yet Disable the Main Header Row in Order to Minimize Report Access? (Doc ID 2428463.1)
  • What Is The Default Number of Records That Can Be Fetched in V3 Analytics? (Doc ID 2403912.1)
  • V3 Analytics Custom HTML/JavaScript Code in Reports (Doc ID 2309793.1)
Integration/Extensibility

Export/Import

  • Can Books Assigned To Users Be Exported (Doc ID 2383362.1)
  • Can We Integrate CRMOD With Tableau For Reports? (Doc ID 2344822.1)
  • How To Export Industry Values? (Doc ID 2355910.1)
  • Mass Update Delegate Tasks (Doc ID 2396037.1)
  • Import Picklist Value Of Account Billing Country (Doc ID 2390819.1)
  • Automate Creation of New Users (Doc ID 2328503.1)
  • How to Mass Import URL Attachments To Contacts (Doc ID 2327873.1)
  • How To Make User Sign In ID Reflect With The New Company Sign In ID? (Doc ID 2408319.1)
  • Update Product Category Value in Opportunity Product Revenue Records (Doc ID 2321525.1)
  • How to Export All Attachments (Doc ID 2422475.1)
  • A running export during a standard maintenance window (Doc ID 2361571.1)
  • When The Export Request Attachments Will Be Deleted? (Doc ID 2439081.1)
  • Cannot Download Export File : "Can not open file" (Doc ID 2323700.1)
  • How to Clear the Queue if the Export Quota Has Been Reached To Maximum (Doc ID 2341336.1)
  • Need To Remove The Limit Of Data Import (Doc ID 2334952.1)
  • How Long are Records in the Import Queue Retained? (Doc ID 2318572.1)
  • How To Batch Complete The Open Tasks? (Doc ID 2404829.1)
  • Failed to put event into queue due to Error in opening FS file for this context(SBL-ODS-00152) (Doc ID 2408391.1)

JavaScript/JS API

  • JAVA Script Using REST API Does Not Work as Expected in IE 11 (Doc ID 2304263.1)
  • Exception when Evaluating Inner Javascript (Doc ID 1802753.1)
  • Javascript in Static Text Added to Dashboard is not Working (Doc ID 2246105.1)
  • How to make a field read-only using Javascript code? (Doc ID 2295639.1)
  • How can the "Save & Continue" button be hidden in CRM On Demand? (Doc ID 2206698.1)
  • How can the Menu button in list pages or different links in Oracle CRM On Demand be removed? (Doc ID 2211393.1)
  • How to Remove Custom Object 4 Association From the Opportunity Object Record. (Doc ID 2253150.1)

Web Services

  • Best Practices for Using Web Services (Doc ID 1801363.1)
  • Web Services Error In Cascading Picklists (Doc ID 2235390.1)
  • W/S insert failed due to Field Validation (Doc ID 2443870.1)
  • Receiving - Unable to Establish Web Service session - Errors When Logging Into Web Services (Doc ID 2321920.1)
  • How To Use One SSO Token To Execute Multiple Web Service Calls From R36? (Doc ID 2410986.1)
  • How Can We Logout From Oracle CRM Web Service After Logout Oracle CRM On Demand? (Doc ID 2408425.1)
  • WSDL Not Returning Data For Notes Object (Doc ID 2381088.1)
  • Collecting HTTP Request/Response Chains (Doc ID 2326674.1)
  • WSDL Not Returning Data For Notes Object (Doc ID 2381088.1)
  • Note Records not Available in Web Services (Doc ID 1802716.1)
  • Oracle CRM On Demand Web Services Resource Library (Doc ID 2196217.1)
  • How to Download or Export List of Web Services Errors (Doc ID 1802628.1)
  • Error SBL-DAT-00523 in Web Services response (Doc ID 1802553.1)
  • How can I get the Web Services tool kit? (Doc ID 1800651.1)
  • What record types are supported using the GetPicklistValues web service? (Doc ID 1800655.1)
  • What is the Characters Limit for the Description Field in Web Services? (Doc ID 2273096.1)
  • Is it possible to import account relationship data via web services? (Doc ID 1801412.1)

Workflows

  • Field Validation Within a Workflow (Doc ID 2274979.1)
  • Why Workflow Cannot Be Triggered by the Custom Related Information Fields (Doc ID 2338240.1)
  • Email Validation Workflow (Doc ID 2239887.1)
  • Workflow Rule Evaluation And Precedence (Doc ID 2229699.1)
  • Workflow Sending Two Different Emails (Doc ID 1802316.1)
  • Service Request Workflow Did Not Trigger (Doc ID 2251761.1)
  • Workflow Wait Action and Monitor FAQ (Doc ID 1802597.1)
  • Workflow Not Creating Integration Events Intermittently (Doc ID 1801379.1)
  • Create a Workflow On User Action (Doc ID 2239886.1)
  • Books Assignment Issue using Workflow Action. (Doc ID 2272483.1)
  • Workflow Options for Creating a New Record (Doc ID 2234158.1)
  • Workflow Expression in Email Body Not Working (Doc ID 1802595.1)
  • Search for Email Address in Workflow Rules (Doc ID 1802253.1)
  • Workflow Email Notification Sent To Wrong Contact (Doc ID 2207247.1)
  • Adding A Hyperlink To A Workflow Notification Email (Doc ID 2265983.1)
  • CRM On Demand--Workflow Best Practices (Doc ID 2265983.1)
  • CRM On Demand - Email Attachments with Workflow (Doc ID 1801269.1)
  • How do I create a Workflow to set the Owner Id equal my admin Id? (Doc ID 1801319.1)

Other Application Integration

  • Eloqua Integration: CRM OD URL format (Doc ID 2394001.1)
  • Unable To Download Oracle Outlook Email Integration On Demand (OEI)(2404872.1">)
  • Is CRM On Demand Integrated with Microsoft Access? (Doc ID 2319515.1)
  • Eloqua Cannot Get Result From Service API DeletedItemWS QueryPage (Doc ID 2261652.1)
  • Eloqua Integration: CRM OD URL format (Doc ID 2394001.1)
Usability/UI

Company Administration

  • CRM On Demand: Partner admin user cannot see their own partner record (Doc ID 1801523.1)
  • How to add Advanced Field Management privilege (Doc ID 1800364.1)
  • Admin Homepage : Integration Section is Not Available (Doc ID 2272652.1)
  • Public Lists Not Visible to Non-Admin Users (Doc ID 2297598.1)
  • Why sign in to CRMOD goes directly to Admin Configuration Audit page? (Doc ID 1802433.1)
  • CRM On Demand: 'GENERIC ERROR' when Admin edits or copies Role (Doc ID 1801606.1)
  • CRM - ADMIN - Customization - Unable to type in the Product Name Field (Doc ID 1800969.1)
  • Why can a user import Contacts without the Admin/Marketing Import privilege? (Doc ID 1800583.1)
  • Why Can't I See the Edit Option on Role Management as an Administrator? (Doc ID 1800807.1)
  • Allow Admin to View List Of Users That Have Provided Sign In Access To Oracle (Doc ID 2225512.1)
  • Save & New Buttons Not Available, Can't Add New Picklist Values for Admin User (Doc ID 1801368.1)
  • Can I View How Many Users Are Logged On At Any One Time? (Doc ID 2210706.1)
  • Assign Team Role to Opportunity Team members depending on Region (Doc ID 2515698.1)
  • Allow Current Owner to Assign Themselves to Opportunity Team while Transferring Opportunity (Doc ID 2515808.1)

Data Management

  • Merge Problem for [Value to Save] (Doc ID 2420518.1)
  • How to mass delete Completed Activities? (Doc ID 2363067.1)
  • Mass Update On User Record (Doc ID 2385907.1)
  • Why The Maximum Length of The Fields With The Same Field Type Is Different? (Doc ID 2412618.1)
  • Why Copy Functionality On Account Record Type Does Not Work for Address (Doc ID 2338658.1)
  • Ability to Create New Fields in Account Partner and Opportunity Partner (Doc ID 2358696.1)
  • Linking Multiple Accounts to Appointment (Doc ID 2364169.1)
  • How to Convert the Account Name Entered to Upper Case Letters? (Doc ID 2352268.1)
  • Does CRMOD Have the Function to Send Emails To Accounts? (Doc ID 2318678.1)
  • Special Character in Email Address (Doc ID 2290378.1)
  • How to mass delete Completed Activities? (Doc ID 2363067.1)
  • Remove Inactive Users from Opportunity Team (Doc ID 2515797.1)

List Management

  • Best Practices for Search and List Performance (Doc ID 1801298.1)
  • List Creation (Doc ID 2424210.1)
  • Error with refine list Address fields (Doc ID 2355388.1)
  • Change In Record Set After Saving Opportunity List (Doc ID 2311090.1)
  • On Demand Sorting Issue When Selecting Next Page On List. (Doc ID 2365292.1)
  • Pick List Field Is Updated With Value Not Present In The List (Doc ID 2347010.1)
  • How to create lists where two fields have to be compared with each other in the list filter criteria (Doc ID 2352311.1)
  • Can Lists Be Sorted Based On Custom Date Field for Custom Objects? (Doc ID 2335566.1)
  • Filter Conditions "Not Equal To " Produces Incorrect Lists In The Lead Object. (Doc ID 2383277.1)
  • Can Lists Be Sorted Based On Custom Date Field for Custom Objects? (Doc ID 2335566.1)

Search

  • Is There a Way to Easily Search for Custom Reports? (Doc ID 2315710.1)
  • Fuzzy search On Accounts (Doc ID 2264650.1)
  • Case Row ID Missing in Advance Search (Doc ID 2314820.1)
  • Missing the Search Option in Action Bar (Doc ID 2244812.1)
  • Search for Email Address in Workflow Rules (Doc ID 1802253.1)
  • Best Practices for Search and List Performance (Doc ID 1801298.1)
  • Fuzzy Search on Account and Contact Objects (Doc ID 1802523.1)
  • Search for Opportunity Product Revenue Row id (Doc ID 2223752.1)
  • Picklist Field Not Available in Lists Search Criteria (Doc ID 2226220.1)
  • Not All Fields Displayed for List/Search (Doc ID 1802008.1)
  • Lookup Window Results-Context-Sensitive Search (Doc ID 1802046.1)
  • Search on Non-Indexed Field in a Dashboard (Doc ID 2239214.1)
  • CRM On Demand Advanced Search Defaults to All+ (Doc ID 1801413.1)
  • Can I search my Accounts based on the city? (Doc ID 1800731.1)
  • CRM - Keyword Search on Custom Objects 4-15 (Doc ID 1800963.1)
  • Search for Account Name that Starts With space in UI and Reporting (Doc ID 2211456.1)
  • How to perform Case Insensitive keyword search on Activity of Service Request? (Doc ID 2280280.1)
  • CRM On Demand: How do I remove Products and Users from Search? (Doc ID 1801403.1)
  • Can I Still Search for a Lead After it is Archived or Rejected from the System? (Doc ID 1800716.1)
  • Is There a Way to Easily Search for Custom Reports? (Doc ID 2315710.1)
  • How to default All Competitor Accounts in lookup window while adding Competitors (Doc ID 2515814.1)
Connected Mobile Sales
  • Users Are Not Able To Log In Connected Mobile Sales Application In Mobile Phone (Doc ID 2448895.1)
  • ExcludeChannel Function For Oracle CRMOD Desktop Or CMS (Doc ID 2333542.1)
  • CMS>Which Icons does the CMS App Load from the CRMOD Website, Modern or Classic? (Doc ID 2320027.1)
  • CRM Connected Mobile Sales--> Unable to See the Analytics/Reports (Doc ID 2308390.1)
  • Can The Favorites List Be Added To The App (Oracle CRM On Demand Connected Mobile Sales) (Doc ID 2439138.1)
  • CMS: Can you reject, archive, convert a lead? (Doc ID 1802247.1)
  • CMS- Remove Decimal From Currency only in application (Doc ID 2308337.1)
  • How To Add 'Around Me' To The Mobile App (Doc ID 2245265.1)
  • IP Restrictions and Access of CRM On Demand Using Mobile devices (Doc ID 1801946.1)

   

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