Add a Named Record List

To add a new named record list for an Oracle Fusion connection:

  1. In Intelligent Advisor Hub, navigate to the Connections Page.

  2. Click the Oracle Fusion connection name. The connection details page opens.

  3. In the NAMED RECORD LISTS section, click Create. The New named record list drawer opens.

  4. In the Name field, specify a name for the record list.

  5. In the Source drop-down list, select a record list source. The options are:

    • Objects:

    • Service request:

      • Internal Priority Code

      • Problem Type Code

      • Severity

      • Status

      • Status Type

    • HR Service request:

      • Severity

    • Internal service request:

      • Severity

    • Work order:

      • Type

      • Status

      • Status Category

    • Lookups:

    A preview of the record list is shown.

    An example of a new Fusion named record list

  6. Specify any additional configuration properties (see the sections below). Note that any lists of filter values are sourced from the connection, so the values present will likely change from one server to another. The selected filters can result in no records being available. The currently applied filters can be quickly cleared with the Clear filter button.

  7. Click Create.

Named record lists that reference the Category source can configure which fields are used for the name and identity of references. (These are the names that will appear when authoring, as well as how values are correlated when invoking decision services.) Further settings can be used to filter the set of category records in the list.

To configure a Category article record list, in the New named record list drawer:

  1. In the Source drop-down list, select Category under Objects.

  2. In the Name field drop down list, select the name field.

  3. In the Identity field drop-down list, select the identity.

  4. (Optional) Apply filters:

    • In the Stripe drop-down list, select the stripe.

    • In the Business unit drop-down list, select the business unit.

    • In the Root category drop-down list, select the root category in the hierarchy. This limits the set of records that belong to that root category. The Root category field is also filtered by the other filter fields.

An example of a new Fusion named record list with a Category source

Knowledge article record lists can be filtered by the content type or stripe. Neither of these filter fields are required to be set and are present to just limit the set of records that will be presented to a consumer of the record list.

To configure a Knowledge article record list, in the New named record list drawer:

  1. In the Source drop-down list, select Knowledge article under Objects.

  2. (Optional) Apply filters:

    • In the Stripe drop-down list, select the stripe.

    • In the Content type drop-down list, select the type.

An example of a new Fusion named record list with a Knowledge Article source

Product record lists can be filtered by product type or product status. These two filter fields are independent of each other and are populated from the Fusion instance.

To configure a Product record list, in the New named record list drawer:

  1. In the Source drop-down list, select Product under Objects.

  2. (Optional) Apply filters:

    • In the Product type drop-down list, select the type.

    • In the Product status drop-down list, select the status.

An example of a new Fusion named record list with a Product source

The Other lookup option allows arbitrary Fusion standard lookups to be mapped.

To configure an Other lookup record list, in the New named record list drawer:

  1. In the Source drop-down list, select Other lookup under Lookups.

  2. In the Lookup drop-down list, select the Fusion lookup. Tip: You can type in this field to filter the results.

An example of a new Fusion named record list with an Other Lookup source

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