How To Create A Lead Out Of A Related Custom Object (Doc ID 1992626.1)

Last updated on JUNE 12, 2017

Applies to:

Oracle Fusion CRM Application Composer Cloud Service - Version 11.1.9.2.0 and later
Oracle Fusion CRM Application Composer - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

Create a custom object "XXXX".
For this object create a dynamic choice list in the lead object. This resulted in relation of lead and the custom object.
In the custom object have a sub-tab for lead and in Application Composer I can see check-boxes where I can decide if I want to display the create button on this subtab.
The checkbox is checked because I need to be able to create a lead out of the custom object.

But when I go to the simplified page of the object there is no create button for lead. Why not?


I did the same for activities and there it works. I can create activities out of the custom object.
Please see the attached document with screenshots.

 

The issue can be reproduced at will with the following steps:
1)
Navigator > Customizations > Application Composer > Application = Marketing >
> Create custom object in Marketing application  XXXX
> Relationships > Create a relationships between this custom object and Sales lead
With cardinality 1:M
> Pages > add Detail layout > add sub tab for Sales lead related object > make some fields displayed : Name - status  - Account ...
> Check the boxes :
- Show Create
- Show Delete
In Configure Summary Table : Buttons and Actions

2)
Note that this custom object is present in Simplified main UI in the flow (adding item is not necessary , it is added by default)

3)
Simplified UI >  XXXX  > create an instance (entity) of this custom object
> Check that there is a Lead sub-tab
> Add any existing Lead
> Don"t see any Create or Delete button

4)
If testing by adding a Note subtab or an activity subtab , such button are present

BUSINESS IMPACT
-----------------------
The issue has the following business impact:
Due to this issue, users cannot create Sales Leads  from this custom object sub-tab

 

Solution

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms