Learn About How to Extend Oracle Sales and Service Business Objects with Managed Attachments
When working on Oracle Fusion Sales and Service business objects there is often documents related to the business object that need to be stored and managed.
Oracle Sales and Service business objects can be easily extended to manage attachments within an Oracle Content Management asset repository.
With this integration, organizations can easily access, view, and upload assets (documents) associated with a business object directly within or outside the Oracle Sales and Service environment with all material stored in an Oracle Content Management (OCM) asset repository collection. Storing Oracle Sales and Service business object-related documents in OCM asset repository collections provides an easy and modern drag-and-drop interface for managing all attachments.
Before You Begin
To set up this integration, you need to first have active Oracle Sales and Service and Oracle Content Management instances.
The user going through this solution should have some basic knowledge of:
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Oracle Sales and Service Business Objects
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OCM (Oracle Content Management)
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IDCS (Oracle Identity Cloud Security)
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Groovy script
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HTML
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Web services and REST APIs
Architecture
Using this solution, you will be enabling the use of Oracle Content Management (OCM) asset repository collections directly from within the Oracle Sales and Service business objects. This integration adds OCM asset management capabilities into the Oracle Sales and Service business object using OCM’s embedded UI capabilities. Once this integration is implemented, it allows different types of assets such as images, videos, and office documents to be easily uploaded to OCM and accessed from an Oracle Sales and Service business object.
With this integration, a new OCM asset repository collection is created for each new business object based on a given OCM base asset repository.
The images below help illustrate what happens when a user creates, views, and deletes an object in the Oracle Sales and Service application.
When a user creates an object in the Oracle Sales and Service application, a
new collection within an Oracle Content Management base asset repository is created. The
object for the newly created OCM collection ID is stored in a custom field within the
Oracle Sales and Service business object.
Description of the illustration createobject.png
When a user views a business object in the Oracle Sales and Service
application and navigates to the Assets tab, the OCM collection ID that was created is
retrieved. This GUID (Globally Unique ID) is then used to see if the current user has
access to the OCM collection and if not, this user is automatically added as a member of
the collection as a contributor. The Oracle Content Management embedded asset repository
UI is then loaded within the Assets tab of the Oracle Sales and Service business object
so the user can interact directly with it.
Description of the illustration viewobject.png
For Fusion Sales and Service business objects that can be moved to resolved
like service requests and if they have been configured with OCM Document Integration,
see Learn About How to Extend Oracle
Sales and Service Business Objects with Document Collaboration; then
this example also shows how files in a collaboration folder can be copied into the
related asset repository collection for longer term management when a service request is
marked as resolved.
Description of the illustration resolveobject.png
About Required Services and Roles
| Systems | Roles |
|---|---|
| Oracle Sales and Service instance | Sales administrator, sales managers and/or sales representatives |
| Identity Cloud Services (IDCS) instance | IDCS administrator |
| Oracle Content Management (OCM) instance | Administrator and enterprise users |