What are the Activities setup tasks?
Here's a summary of the steps to set up activities in your environment.
| Step | Description | Navigation and other details |
|---|---|---|
| 1 |
You must create and activate an activities configuration for each object you use. You create an activities configuration by duplicating an existing one. Oracle provides a predefined configuration for each object.To use the predefined configuration, just copy it and activate it. To change what gets displayed in Activities for an object, you can edit your copy before activating it. |
Navigator > Configuration > Configure Activities
Display How do I create and activate a service request activities configuration? |
| 2 |
Make sure the profile option Set the Common CRM Signals Active (ORA_ZCA_ENABLE_SIGNALS) is set to No. This profile is set to the value you want by default, so you might be able to skip this step. |
From Setup and Maintenance, choose Service. Then click the Tasks icon and select the Search link. Search for Manage Administrator Profile Values. |
| 3 | Optionally, populate the Activities tabs and pages with recent activities by running the Generate Feed Elements process. If you don't run this process, all Activities panels and pages will be blank. | Navigator > Tools > Scheduled Processes |
| 3 | Run the Publish Feed Elements process to create the index required by Adaptive Search. | Navigator > Tools > Scheduled
Processes How do I run the Publish Feed Elements job to index activities? |
| 4 | After the Publish Feed Elements process completes, set the Common CRM Signals Active (ORA_ZCA_ENABLE_SIGNALS) profile option to Yes. |
From Setup and Maintenance, choose Service. Then click the Tasks icon and select the Search link. Search for Manage Administrator Profile Values. |