4 Activate and Run the Recipe

After you've configured the connections and other resources, you can activate and run the recipe.

  1. In the project workspace, click Activate. In the Activate project panel, with the default project deployment selected, choose an appropriate tracing option, then click Activate.

    A message confirms that the integrations have been activated. Refresh the page to view the updated status of the integrations.

  2. Run the recipe.
    1. Log in to your Oracle Intelligent Advisor instance and launch an interview.
      This triggers the Oracle IA CPQ Load CPQ Transaction integration flow which loads the product catalog (products and quantity) from Oracle CPQ Cloud into the interview's Product page.
    2. Enter customer information such as first name, last name, email, phone, address on the Customer page, and click Next.
      To test the recipe, you can enter your email in the customer email address field. This will ensure that you get an email with the quotation for the products selected, on successful run of the recipe.
    3. On the Sales person page, the sales person details appear. Click Next.
    4. On the Product page, choose the products and corresponding quantity for each product.
    5. Click Submit.
      On submitting the interview in Oracle Intelligent Advisor, the Oracle IA CPQ Save CPQ Transaction integration flow is triggered. On successful execution of the integration flow, a new transaction corresponding to the submitted Oracle Intelligent Advisor interview is created in Oracle CPQ.
  3. Monitor the running of the integration flow in Oracle Integration.
    1. In the project workspace, click Observe. You'll see the integration flow being triggered and running successfully.
    2. To manage errors in your project, see Manage Errors in a Project.
  4. Log in to the Oracle CPQ instance and verify that a new transaction corresponding to the Oracle Intelligent Advisor interview is created.
    Also, check if you received an email with the quotation for the new transaction.