Take Actions on Search Results

You can create records and take actions on one or more items on the page.

• Create records in Workspace and work areas powered by Adaptive Search by clicking Create.

• Drill down and edit the records on the page.

• Drill directly down into a record, such as an opportunity or account using a deep link. Since deep links are also exposed in other applications, such as Business Intelligence, you get quick access to open and view such records.

• Take different actions on the records without drilling down on them, by clicking Actions (represented by the three dot icon in the Actions column).

  The available actions vary by business object. For example, for accounts you can create an appointment, create an opportunity, create a note, create a task, and log a call.

  Note: Not all objects allow for the creation of records or actions in Workspace. For example, Territories can only be created in the context of a parent territory so it isn't possible to create a territory from within the Workspace UI. You must first edit a territory and then create a child territory.

Note: Any changes or actions you take are processed as part of near real time and are reflected in a couple of seconds. If an action is performed on a set of records, you may have a longer time lag before you see the updated records in Workspace or in your work areas powered by Adaptive Search.

List of Predefined Actions and Saved Searches

Most of the objects come with predefined actions. For example, you can easily complete or defer tasks without having to drill down to view the record, or you can accept or reject new leads at the click of a button.

You can select contacts or leads from your Workspace saved searches and add them as campaign members to Oracle Eloqua marketing campaigns through the Add to Campaign action. After the added contacts and leads are synchronized to Oracle Eloqua, they get added to the specified Oracle Eloqua marketing campaigns.

Here are the predefined actions that you can take for each of the objects

Business Object	Predefined Saved Search	Actions	Multi-record Actions
Account	All Accounts My Accounts My Favorite Accounts My List for Accounts My Teams Account Specific for Sales Manager and Sales VP roles.	Create Appointment Create Service Request Create Opportunity Create Note Create Task Delete Account Log a Call Update	Update Merge
Activity	My Appointments My Call Reports My Calls to Log My Open Tasks My Overdue Tasks My Team's Task Specific for Sales Manager, Sales VP, and Partner Sales Manager roles.	Mark Complete Delete Appointment Create Follow-Up Task Decline Call Report Creation Create Follow-Up Appointment Delete Task Create Note Create Call Report Update	Delete Appointment Decline Call Report Creation Delete Task Mark Complete Create Follow-Up Task Create Follow-Up Appointment Create Note Create Call Report Update
Asset	All Active Assets My Customers' Active Assets My Customers' Potential Renewal Assets Specific for Sales, Channel, and Partner roles.	Log a Call Create Appointment Create Task Update	Update
Campaign	Active Campaigns All Campaigns Planned Campaigns	Add Contacts Add Leads Update	Update
Contact	All Contacts My Business Contacts My Contacts My Favorite Contacts My List for Contacts	Create Note Create Task Add to Campaign Create Opportunity Log a Call Create Appointment Create Service Request Delete Contact Update	Update Merge
Deal Registration	All Deal Registrations All Deal Registrations Expiring Soon All Deal Registrations Where I am on the Team All Pending Deal Registrations All Returned Deal Registrations Deal Registrations Owned By Me	Create Appointment Create Note Create Task Log a Call Update	Update
Lead	My Favorite Leads My Open Leads My List for Leads Open Leads Where I am on the Team My Team's Open Leads Specific for Sales Manager and Sales VP roles.	Accept Assign Partner Create Call Report Create Note Add to Campaign Delete Reject Score Create Task Retire Qualify Create Appointment Convert Rank Run Assignment Log a Call Update	Accept Delete Qualify Unqualify Rank Run Assignment Score Update
Opportunity	My Favorite Opportunities My Open Opportunities My List for Opportunities Open Opportunities Where I am on the Team My Team's Opportunities Specific for Sales Manager, Sales VP, and Partner Sales Manager roles.	Log a Call Create Appointment Save and Run Assignment Create Task Create Note Copy Opportunity Delete Update	Delete Update
Partner	All Partners Specific for Channel Account Manager, Channel Operations Manager, Channel Sales Manager, and Partner Administrator roles. My Partners Specific for Channel Account Manager, Channel Operations Manager, and Channel Sales Manager roles. My List for Partners Specific for Channel Account Manager, Channel Operations Manager, and Channel Sales Manager roles. My Team's Partners Specific for Channel Operations Manager, and Channel Sales Manager roles.	Create Appointment Create Note Create Task Log a Call Update	Update
Partner Contact	All Partner Contacts Specific for Channel Account Manager, Channel Operations Manager, Channel Sales Manager, and Partner Administrator roles. My Partner Contacts Specific for Channel Account Manager, Channel Operations Manager, and Channel Sales Manager roles.	Create Contact	None
Quotes and Orders	All Active Quotes All Expired Quotes My Active Quotes My Expired Quotes	Log a Call Create Appointment Create Task Create Note	None
Quote and Order Line	All Active Quote Lines All Quote Lines My Active Quote Lines	None	None
Revenue Lines	All Open Revenue Lines My Open Revenue Lines Revenue Lines on Open Opportunities I Own	None	None
Service Requests	All Open Service Requests My Open Service Requests Open Service Requests Created by Me Open Service Requests Not Assigned to a Queue Open Service Requests Where I Am on the Team Unassigned Open Service Requests in My Queue	Delete Update	Update
Territory	All Territories	None	Update