Why is the primary contact not displayed for an Opportunity related task?
(Doc ID 1605328.1)
Last updated on MARCH 19, 2019
Applies to:Oracle Fusion Opportunity Management Cloud Service - Version 184.108.40.206.0 to 220.127.116.11.0 [Release 1.0]
Oracle Fusion Opportunity Management - Version 18.104.22.168.0 to 22.214.171.124.0 [Release 1.0]
Information in this document applies to any platform.
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.
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.
To view full details, sign in with your My Oracle Support account.
Don't have a My Oracle Support account? Click to get started!
In this Document