Why is the primary contact not displayed for an Opportunity related task?
Last updated on FEBRUARY 21, 2017
Applies to:Oracle Fusion Opportunity Management Cloud Service - Version 22.214.171.124.0 to 126.96.36.199.0 [Release 1.0]
Oracle Fusion Opportunity Management - Version 188.8.131.52.0 to 184.108.40.206.0 [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.
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