Oracle CRM On Demand Documentation Release 41

CRM On Demand Knowledge Base Articles

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

Analytics

• Analytics URL reference is not supported for V3 platform (Doc ID 2326951.1)
• Conditional formatting not working on some columns (Doc ID 2433865.1)
• Custom HTML/JavaScript code in reports (Doc ID 2309793.1)
• Date format when downloading to Excel 2007 (Doc ID 2392022.1)
• Default number of records that can be fetched (Doc ID 2403912.1)
• Does Reports Services API work for V3 Analytics? (Doc ID 2398197.1)
• Error "Circular reference, Subquery filter may not reference the current report" (Doc ID 2352756.1)
• Error in export Narrative report with Export > Excel 2007+ option (Doc ID 2318623.1)
• Error "Maximum number of allowed outputs is exceeded" when more than three prompts are used (Doc ID 2407864.1)
• Filter Limited Values option is not available (Doc ID 2447932.1)
• How to display results in chronological order (Doc ID 2402103.1)
• How to easily search for custom reports (Doc ID 2315710.1)
• How to give users access only to V3 Dashboards (Doc ID 2712798.1)
• How to relink dashboards when reviewing and moving migrated objects (Doc ID 2402128.1)
• How to remove the links at the bottom of the Dashboard? (Doc ID 2391217.1)
• How to skip a prompt (Doc ID 2339690.1)
• HTML web applets (Doc ID 2410008.1)
• Interaction in Charts (Doc ID 2438120.1)
• Introducing V3 Analytics (Doc ID 2291235.1)
• 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)
• Migrating subreports (Doc ID 2362679.1)
• Moving reports to Analytics V3 (Doc ID 2382649.1)
• Pivot table appears distorted in V3 compared to V2 Analytics (Doc ID 2376996.1)
• Prompt issue (Doc ID 2337731.1)
• Report showing different results than same V2 report (Doc ID 2403222.1)
• Subquery filter may not reference the current report (Doc ID 2393311.1)
• Unable to see unhidden Dashboard pages (Doc ID 2404351.1)
• Using a report as a filter (Doc ID 2386750.1)
• V3 Analytics considerations (Doc ID 2292899.1)
• V3 Analytics questions (Doc ID 2372963.1)

Integration and Extensibility

Import and Export

• Can data import limits be removed? (Doc ID 2716832.1)
• Can books assigned to users be exported? (Doc ID 2383362.1)
• Can I integrate CRM On Demand with Tableau for reports? (Doc ID 2344822.1)
• Determining and increasing Data Export Assistant limits (Doc ID 2266357.1)
• Failed to put event into queue due to error in opening FS file for this context (SBL-ODS-00152) (Doc ID 2408391.1)
• How long are records retained in the Import queue? (Doc ID 2318572.1)
• How to automate the creation of new users (Doc ID 2328503.1)
• How to batch-complete open tasks (Doc ID 2404829.1)
• How to clear the queue if the Export Quota has reached its maximum level (Doc ID 2341336.1)
• How to export all attachments (Doc ID 2422475.1)
• How to export industry values (Doc ID 2355910.1)
• How to make user sign-in ID reflect the new company sign-In ID (Doc ID 2408319.1)
• How to mass import URL attachments to Contacts (Doc ID 2327873.1)
• How to mass update multiple team members at the same time (Doc ID 2730340.1)
• Import picklist value of Account Billing country (Doc ID 2390819.1)
• Mass update delegate tasks (Doc ID 2396037.1)
• Running an export during a standard maintenance window (Doc ID 2361571.1)
• Troubleshooting Export file downloads (Doc ID 2323700.1)
• Update Product Category value in Opportunity Product Revenue records (Doc ID 2321525.1)
• When are export request attachments deleted? (Doc ID 2439081.1)

JavaScript / JS API

• How to hide the Save & Continue button (Doc ID 2206698.1)
• How to make a field read-only with JavaScript code (Doc ID 2295639.1)
• How to remove the Menu button from list pages or different links (Doc ID 2211393.1)
• How to replace standard icons with custom icons in global headers (Doc ID 2205162.1)
• JavaScript in static text added to Dashboard is not working (Doc ID 2246105.1)
• JavaScript using REST API does not work as expected in Internet Explorer 11 (Doc ID 2304263.1)

Web Services

• Best Practices for using Web Services (Doc ID 1801363.1)
• Can I import account relationship data using Web Services? (Doc ID 1801412.1)
• Character limit for the Description field in Web Services (Doc ID 2273096.1)
• Collecting HTTP Request/Response chains (Doc ID 2326674.1)
• Error SBL-DAT-00523 in Web Services response (Doc ID 1802553.1)
• Error "Unable to establish Web Service session" when logging into Web Services (Doc ID 2321920.1)
• How to use the one SSO token to execute multiple Web Service calls from R36 (Doc ID 2410986.1)
• How can I log out from Oracle CRM Web Service after logging out from CRM On Demand? (Doc ID 2408425.1)
• Web Services insert failed due to field validation (Doc ID 2443870.1)
• Web Services Resource Library (Doc ID 2196217.1)
• WSDL not returning data for Notes object (Doc ID 2381088.1)

Workflows

• Adding a hyperlink to a Workflow notification email (Doc ID 2265983.1)
• Automatically assigning Team Role to Opportunity Team members (Doc ID 2364167.1)
• Best practices for Workflows (Doc ID 2265983.1)
• Books assignment issue using Workflow Action (Doc ID 2272483.1)
• Create a Workflow on user action (Doc ID 2239886.1)
• Emailing contacts (Doc ID 2264083.1)
• Field validation within a Workflow (Doc ID 2274979.1)
• How to notify multiple users when an opportunity or activity is waiting for approval (Doc ID 2728687.1)
• Service Request workflow did not trigger (Doc ID 2251761.1)
• Why Workflow can't be triggered by the custom Related-Information fields (Doc ID 2338240.1)
• Workflow email notification sent to wrong Contact (Doc ID 2207247.1)
• Workflow options for creating a new record (Doc ID 2234158.1)
• Workflow rule evaluation and precedence (Doc ID 2229699.1)
• Workflow sending two different email messages (Doc ID 1802316.1)
• Workflow Wait Action and Monitor FAQ (Doc ID 1802597.1)

Other Application Integration

• Eloqua can't get results from Service API DeletedItemWS QueryPage (Doc ID 2261652.1)
• Eloqua Integration: CRM On Demand URL format (Doc ID 2394001.1)
• CRM On Demand is not integrated with Microsoft Access (Doc ID 2319515.1)
• Unable to download Oracle Outlook Email Integration On Demand (OEI) (Doc ID 2404872.1)

Usability / UI

Company Administration

• Adding clickable URLs to alert pop-ups (Doc ID 2364194.1)
• Admin homepage: The Integration section is not available (Doc ID 2272652.1)
• Allowing current owners to assign themselves to Opportunity Team while transferring an Opportunity (Doc ID 2515808.1)
• How to make sure that the Action Bar in CRM On Demand sections is always collapsed when a user logs in (Doc ID 2712764.1)
• How to view number of users logged on at any certain time (Doc ID 2210706.1)
• Public lists are not visible to non-admin users (Doc ID 2297598.1)
• Why can a user import Contacts without the Admin or Marketing import privilege? (Doc ID 2729028.1)
• Why can't I see, as an Administrator, the Edit option on Role Management? (Doc ID 1800807.1)

Customization

• Is it possible to edit the Code (Id) field for picklist values? (Doc ID 2266360.1)
• Why are concatenated fields (configured with one or more required fields) not always shown as required on the Edit page? (Doc ID 2387134.1)

Data Management

• Can I delete custom object records from a custom object list? (Doc ID 2261220.1)
• Creating new fields in Account Partner and Opportunity Partner (Doc ID 2358696.1)
• How to convert the Account Name Entered to upper case (Doc ID 2352268.1)
• How to link an Opportunity to multiple accounts (Doc ID 1802809.1)
• How to link multiple accounts to an Appointment (Doc ID 2364169.1)
• How to mass-delete completed Activities (Doc ID 2363067.1)
• How to remove inactive users from Opportunity Team (Doc ID 2515797.1)
• Is there a function to send email messages to Accounts? (Doc ID 2318678.1)
• Special characters in email addresses (Doc ID 2290378.1)
• Why does copy functionality on Account record types not work for addresses? (Doc ID 2338658.1)
• Why are the maximum lengths of fields with the same field type different? (Doc ID 2412618.1)

List Management

• Best practices for search and list performance (Doc ID 1801298.1)
• Building lists using AND/OR operators in filter criteria (Doc ID 2266843.1)
• Can lists be sorted based on Custom Date field for custom objects? (Doc ID 2335566.1)
• Change in record set after saving an Opportunity List (Doc ID 2311090.1)
• Creating lists (Doc ID 2424210.1)
• Error when refining List Address fields (Doc ID 2355388.1)
• Filter conditions "Not Equal To" produce incorrect lists in the Lead object. (Doc ID 2383277.1)
• How do I search and return a list of records where a particular user in my reporting hierarchy is a team member? (Doc ID 2716850.1)
• How to create lists where two fields have to be compared with each other in the list filter criteria (Doc ID 2352311.1)
• Mass update multi-select picklist fields (Doc ID 2263017.1)
• Picklist field is updated with a value that's not present in the list (Doc ID 2347010.1)

Search

• Best practices for search and list performance (Doc ID 1801298.1)
• Can I search my accounts based on the city? (Doc ID 2728728.1)
• Can I still search for a lead after it is archived or rejected from the system? (Doc ID 2728694.1)
• Case Row ID missing in Advanced Search (Doc ID 2314820.1)
• How to default All Competitor Accounts in a lookup window while adding competitors (Doc ID 2515814.1)
• How to perform a case-insensitive keyword search on an Activity in a Service Request (Doc ID 2280280.1)
• How to perform a fuzzy search on Accounts (Doc ID 2716851.1)
• How to search for an account name that starts with a space in UI and Reporting (Doc ID 2211456.1)

Connected Mobile Sales

• Can the Favorites list be added to the Connected Mobile Sales (CMS) application? (Doc ID 2439138.1)
• Removing the decimal from currency (only) in the application (Doc ID 2308337.1)
• The ExcludeChannel function (Doc ID 2333542.1)
• Unable to see Analytics Reports (Doc ID 2308390.1)
• Users can't log in to CMS (Doc ID 2448895.1)
• Which icons does the CMS application load from the CRMOD website, Modern or Classic? (Doc ID 2320027.1)