Take Action on Skipped Steps to Complete Objectives.
This feature allows users to take Action on Skipped Steps and complete Orchestration Objectives.
This feature will allow users to leverage the smart actions to act on the skipped guidance steps. This improves their productivity since in the prior versions of the app smart actions were no displayed on Skipped steps.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The View attachments would automatically show up in the Guidance panel if attachments are configured for a Specific Orchestration/Guidance Step.
Access Requirements
| SNo | Func Priv Name | Func Priv Code | Comments |
|---|---|---|---|
| 1 | View Sales Orchestration | ZCA_VIEW_SALES_ORCHESTRATION | To view the List of Sales Orchestrations or a particular Sales Orchestration |
| 2 | Create Sales Orchestration | ZCA_CREATE_SALES_ORCHESTRATION | To create a new Sales Orchestration |
| 3 | Update Sales Orchestration | ZCA_UPDATE_SALES_ORCHESTRATION |
To update an existing Sales Orchestration |
| 4 | Delete Sales Orchestration | ZCA_DELETE_SALES_ORCHESTRATION | To delete the Sales Orchestration |
| 5 | Run Sales Orchestration Scheduled Jobs |
ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER |
To be able to run, schedule and monitor Sales Orchestration related scheduled jobs |
| 6 | Export and Import Sales Orchestration | ZCA_EXPORT_IMPORT_SALES_ORCHESTRATION | To export or import Sales Orchestrations and related metadata. |
| View Sales Orchestration | ZCA_VIEW_SALES_ORCHESTRATION | To view the List of Sales Orchestrations or a particular Sales Orchestration |
| Create Sales Orchestration | ZCA_CREATE_SALES_ORCHESTRATION | To create a new Sales Orchestration |
| Update Sales Orchestration | ZCA_UPDATE_SALES_ORCHESTRATION |
To update an existing Sales Orchestration |
| Delete Sales Orchestration | ZCA_DELETE_SALES_ORCHESTRATION | To delete the Sales Orchestration |
| Run Sales Orchestration Scheduled Jobs |
ZCA_RUN_SALES_ORCHESTRATION_SCHEDULER |
To be able to run, schedule and monitor Sales Orchestration related scheduled jobs |
| Export and Import Sales Orchestration | ZCA_EXPORT_IMPORT_SALES_ORCHESTRATION | To export or import Sales Orchestrations and related metadata. |