Enable the Run Processes through Action Plans Feature

You can use Oracle Process Automation in Actions and Plans in Fusion Sales and Service version 21.04 or later.

To enable the feature, go to Setup and Maintenance and do the following:

  1. Go to the Service offering.

  2. Click Change Feature Opt In.

  3. If it's not already done, select the Enable check box for Action Plans.

  4. Click the Edit icon for Action Plan Features.

  5. Select the Enable check box for Run Processes through Action Plans.

  6. Click Done.

  7. Click Done on the Opt In page.

Ensure all users of your process-based Actions and Plans have:

  • The SVC_ACTION_PLAN_PROCESS_PRIV privilege provisioned in Sales and Service.

  • The required permissions to view and edit their processes in Process Automation.