Perform Quick Actions From Via Summary Boxes (Doc ID 2196088.1)

Last updated on JUNE 22, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

Taking the Account Overview page as an example. The Summary boxes are displayed e.g. Opportunities Summary Box showing number of open Opportunities.

The user can click to open the Opportunties subtab but no other action are possible.

The customer would like to have a quick action to create a new Opportunity for this account for example
 

Solution

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