Use Routine Templates

Routine templates are routine definitions that you, as a sales administrator, can use to quickly create a routine. You can copy a predefined routine template of your choice to help you configure routines.

Routines can often contain complex rules and actions that aren't always apparent or easily understood. For example, past due tasks require knowledge about activity function code values and how they work. Templates contain sample actions and rules which you can easily modify to suit your requirements when creating custom-specific routines. You can't change the data of these predefined templates or create new templates.

Each routine template has a category defined such as Performance, Revenue, and Process and is denoted by the relevant badge icon. The sales object type is listed underneath the short description for the template. For example, the Create Quote template is associated with the Opportunity object and helps you configure a routine to create quotes automatically for selected opportunities. The Create Quote predefined template is only available if you have enabled Quotes. For more information see Integrating CX Sales with Oracle CPQ guide.

Here's a sample screenshot of some of the routine templates that are available to use.

Note: You can click Skip Templates if you don't want to use one of the predefined templates to help create your routine.

List of Predefined Routine Templates

This table lists the predefined template name, short description, and category for the different sales objects.

Object	Name	Description	Category
Activity	Past Due Tasks	Notify owners when tasks are overdue. Select overdue tasks by priority and object to customize notification for critical tasks.	Performance
Conversation Messages	Close Email Activities	Automatically close a task when the associated email is sent. Only available with Redwood UX.	Process
Interaction	Close Web Conference Activities	Automatically close an appointment or task when the associated web conference interaction is complete. Only available with Redwood UX.	Process
Interaction Reference	Close Activities	Automatically close an appointment or task when the associated call interaction is complete. Only available with Redwood UX.	Process
Opportunity	Create Quote	Create quotes automatically for selected opportunities. Only available if you have enabled Quotes.	Revenue
	Opportunity Past Close Date	Push out opportunities that are past their close date.	Performance
	Upcoming Opportunity Close Date	Get opportunities across the finish line.	Performance
	Stale Opportunity Follow-up	Follow-up on opportunities that haven't been updated in more than 60 days. For example, create a follow-up task for the owner or retire automatically.	Performance
	Opportunity without Quote	Improve team performance with follow-up requests for opportunities without quotes.	Performance
Quotes and Orders	Create Proposal	Create proposals for quoted opportunities. Only available if you have enabled Quotes. For more information see Integrating CX Sales with Oracle CPQ guide.	Revenue
Sales Lead	Stale Lead Follow-up	Follow-up on leads that haven't been updated in more than 60 days. For example, create a follow-up task for the owner or retire automatically.	Performance