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Notes & Task Region Not Allowing Personalization At Function Level In Quotes And Proposals (Doc ID 1184363.1)

Last updated on JULY 11, 2022

Applies to:

Oracle Quoting - Version 12.1.1 and later
Information in this document applies to any platform.


On : 12.1.1 version, HTML User Interface

Unable to personalize Task at "Function" level, only available options are Site, Org and Resp levels.

Expect to be able personalize at Function level.

The issue can be reproduced at will with the following steps:
1. Login to Sales Dashboard
2. Click Quotes
3. Select a Quote
4. Click "Notes and Tasks" tab
5. Scroll down till "Tasks" region
6. Click on link it says --> Personalize "Standard Task Buttons"

See..resulting page

under "Personalization Context":
Scope Region: Standard Tasks Buttons
Document Name /oracle/apps/jtf/cac/task/webui/CacTaskButtonRN
Site Include
Organization  <ORG Name>
Responsibility <Responsibility Name>

"Function" level should be there in addition to Site, Org and Resp.


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