Disable the Create, Edit, and Delete Actions on Objects

By default, users using the Oracle add-in can create, edit, and delete appointments, tasks, call reports, and contacts, based on their role privilege. There can be situations where you may want to disable these abilities for all the add-in users.

For example, if your business doesn't want anyone to delete call reports, you can disable the delete action on call reports so that your users can't delete them anymore. Similarly, if your business doesn't want users to update tasks once created, you can disable the Edit action on Tasks.

Here's how you can disable these actions:

1. From the sandbox of your sales application, open the CX Microsoft 365 Designer (Sales application > Application Composer > Productivity Applications Setup > CX Microsoft 365 Designer).

2. Decide the object you want to disable the actions on. For example, if you want to disable actions on call reports, select Call Report.

3. Under Feature details, turn on the suitable disable options:

   • Disable Create Flow: Turn this on, to disable the ability to create an object. For example, if you don't want users to create the call reports, turn this on.

   • Disable Edit Flow: Turn this on, to disable the ability to edit an object. For example, if you don't want users to edit or update the call reports, turn this on.

   • Disable Delete Flow: Turn this on, to disable the ability to remove an object. For example, if you don't want users to remove the call reports, turn this on.

4. Save your changes to the object and publish.