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Why is the primary contact not displayed for an Opportunity related task? (Doc ID 1605328.1)

Last updated on FEBRUARY 21, 2017

Applies to:

Oracle Fusion Opportunity Management Cloud Service - Version 11.1.5.0.0 to 11.1.11.1.0 [Release 1.0]
Oracle Fusion Opportunity Management - Version 11.1.5.0.0 to 11.1.11.1.0 [Release 1.0]
Information in this document applies to any platform.

Goal

Sales Reps wanted to be able to quickly get to the Contact details when assigned a Opportunity related task. When creating a Task via Object workflow for Opportunity object, the contact field in a task is not set.
It is also not possible to drill directly to an Opportunity from the task.

 

Scenario

An Object Workflow has been defined, to create a Task.

An Opportunity is created with a Primary Contact set

 

The subsequent task is created.  The field "Contact" has no value set.
The [$PrimaryContactPartyName$] does have a value, but there is no link to the contact, so would involve copying the name, and finding it on Contacts.

 

Solution

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In this Document
Goal
Solution
References


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