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User Cannot Create New Note In An Opportunity In Outlook Plug-in (Doc ID 2184385.1)

Last updated on APRIL 03, 2019

Applies to:

Oracle Fusion Sales Cloud Service - Version and later
Information in this document applies to any platform.


On : version, Microsoft Outlook

When attempting to add a note to an Opportunity, the following error occurs.

Validation Failed - Related Object is required.

The issue can be reproduced at will with the following steps:
1. User attempts to create a new note in the Opportunity edit screen in Outlook.
2. User receives error when attempting to save note.
3. Opportunity screen has a notice "This record is read-only, based on the rules established by your administrator."

The issue has the following business impact:
Due to this issue, users cannot create an Opportunity Note from inside Outlook.


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