Articles tagged #ALL
Articles tagged
#ALL
How to Export All User Notes
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- SelectUser Note
- ClickPreview
- Click theExport (Excel)Icon
Installing the Australia Bank Feeds SuiteApp
This section includes the prerequisites and instructions for installing the Australia Bank Feeds SuiteApp.
Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link
Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:
Update Item Information on Sales Order Using Workflow
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows>New
- Basic Information:
- Name:EnterName
Example: Auto Update Items - Record Type:SelectTransactions
- Sub Types:SelectSales Order
- Execute as Admin:EnterCheckmark
- Release Status:SelectReleased
- Name:EnterName
- Initiation:SelectEvent Based
- Event Definition:
- On Create:EnterCheckmark
- On View or Update:EnterCheckmark
- Trigger Type:Select-All-
- ClickSave
- ClickNew State
- ClickState 1
- Lower Right Corner:ClickNew Action
- ClickAdd Button
- Parameters:
- Label:EnterLabel
Example: Update Item - Save Record First:EnterCheckmark
- Label:EnterLabel
- ClickSave
- Double-clickState 1
- ClickTransitions
- ClickNew Transition
- Basic Information:
- To:SelectState 2
- Condition:
- Execute on Button:SelectUpdate Item
- ClickSave
- Double-clickState 2
- ClickNew Sublist Action
- Parameters:
- Sublist:SelectItems
- ClickSave
- ClickSublist Action Group
- ClickNew Action
- ClickSet Field Value
- Parameters:
- Field:SelectItem (Line)
- Value:SelectFrom Field
- Record (Join):SelectCurrent Record
- Field: SelectItem (Line)
- ClickSave
Overriding Company Preferences
Some company preferences can be overridden by subsidiary-level preferences (OneWorld only), role-level preferences, and user preferences set by individual employees. You can disallow individual overrides of company preferences on the Overriding Preferences subtab ofSetup > Company > General Preferences.
Show the Last Log in Details of All Active Employees in a Saved Search
User needs to identify what are the roles assigned to their employees which are active and non-actively used.
Enable/Disable Oracle Guided Learning Preference
The user wants to remove the newly added button at the middle-right part of the dashboard.
Edit Quantity on Work Order with Partially Built Status
The user needs to edit the Quantity in the Work Order that already has an Assembly Build. However, upon doing so, the Quantity field cannot be edited.
How to Create a Search for Customers with No Recent Activity under the Activities Subtab
The user wants to see all customers who have no recent activities under the Communication tab > Activities subtab.
Applying Vendor Prepayments Manually
In addition to applying vendor prepayments to your bills automatically using Auto-Apply, you can apply the prepayments manually. Applying vendor prepayments manually is required when the Auto-Apply option is not enabled or when the conditions for Auto-Apply are not met.