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CX Mobile : Retiring Leads - How Do We Require User To Enter Retire Reason (Doc ID 2566018.1)

Last updated on JULY 16, 2019

Applies to:

Oracle Fusion Mobile Sales Cloud Service - Version 11.13.19.04.0 and later
Information in this document applies to any platform.

Goal

In the Engagement Cloud web application, when a user goes to retire a lead they get a popup window that asks them to enter a "Retire Reason" and "Comments".

In the CX Cloud mobile app when the user clicks the "Retire" action on the lead, it just gets the status changed to Retired. The user does not have to enter the Retire Reason. If you have a  business logic that is built on the Retire Reason and you need to ensure that the user is required to enter that value when they Retire a lead on CX Cloud. Is this possible to do in CX Mobile .
 

Solution

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In this Document
Goal
Solution
References


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