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 integration has been activated. Refresh the page to view the updated status of the integration.

  2. Trigger the Oracle CPQ SharePoint QuoteProposalUpload integration flow.
    1. Log in to the Oracle CPQ instance.
    2. Click the user icon in the upper-right corner of the page, and select the opportunity for which you want to create a transaction.
    3. On the resulting page, click New Transaction.
    4. On the Line Item Details tab, click Generate Proposal.

    The Oracle CPQ SharePoint QuoteProposalUpload integration flow is triggered and stores the corresponding document in the SharePoint site.

  3. Verify that the Oracle SharePoint Adobe ProposalSign integration flow is triggered.
    1. Verify that the integration retrieves the document details from SharePoint and sends the document and signer details to Adobe Sign.
    2. Verify that the signer receives an email to sign the document.
  4. Monitor the integration flows in Oracle Integration.

    In the project workspace, click Observe to view the integration flows being triggered and run successfully. To manage errors in your project, see Manage Errors in a Project.

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