Overview of Activities Setup

Here's a summary of the steps to specify which activities get tracked for different objects in Oracle Sales in the Redwood User Experience.

Step	Description	Navigation	Where to Get More Details
1	You must create and activate an activities configuration for each object you use in Sales in the Redwood UX. 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. If you're are a new customer, then the activities configurations for opportunities and service requests were already duplicated and activated for you. But you must still duplicate and activate the rest of the objects.	Navigator > Configuration > Configure Activities Display	See the topic: Create and Activate an Activities Configuration
2	Run the Publish Feed Elements process to create the index required by Adaptive Search. Don't select the Production to Test Enabled checkbox. This checkbox is used for migrating indexes from production to test instances. You run this process only once.	Navigator > Tools > Scheduled Processes	See the topic: How do I enable the list of activities in each record in Oracle Sales in the Redwood User Experience?
3	Enable the natural English-language filtering of activities. Using this feature, a salesperson can enter "filter my tasks due tomorrow", to view all tasks due by the end of the next calendar day in their time zone where they're listed as a resource. Like all natural-language processing in Sales, this feature uses Oracle Digital Assistant (ODA) to process the text.	Setup and Maintenance > Sales > Digital Assistant > Manage Digital Assistant	See the topics and explanation in this section: Natural-Language Filtering for Activities

Step

Description

Navigation

Where to Get More Details

You must create and activate an activities configuration for each object you use in Sales in the Redwood UX. 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.

If you're are a new customer, then the activities configurations for opportunities and service requests were already duplicated and activated for you. But you must still duplicate and activate the rest of the objects.

Navigator > Configuration > Configure Activities Display

See the topic: Create and Activate an Activities Configuration

Run the Publish Feed Elements process to create the index required by Adaptive Search.

Don't select the Production to Test Enabled checkbox. This checkbox is used for migrating indexes from production to test instances.

You run this process only once.

Navigator > Tools > Scheduled Processes

See the topic: How do I enable the list of activities in each record in Oracle Sales in the Redwood User Experience?

Enable the natural English-language filtering of activities. Using this feature, a salesperson can enter "filter my tasks due tomorrow", to view all tasks due by the end of the next calendar day in their time zone where they're listed as a resource. Like all natural-language processing in Sales, this feature uses Oracle Digital Assistant (ODA) to process the text.

Setup and Maintenance > Sales > Digital Assistant > Manage Digital Assistant

See the topics and explanation in this section: Natural-Language Filtering for Activities