Customer Center : Create Task And Create Appointment Are Not Available In Simplified UI
Last updated on AUGUST 30, 2016
Applies to:Oracle Fusion Customer Center Cloud Service - Version 126.96.36.199.0 and later
Oracle Fusion Customer Center - Version 188.8.131.52.0 and later
Information in this document applies to any platform.
On : 184.108.40.206.0 version, Extensibility
We have created custom roles in application and have assigned them to a test user. All the functionality works as expected in Classic UI.
However, the buttons for creating a task & creating an appointment from the customer related information have disappeared in Simplified UI. Could you please help us fix the issue.
Create button should appear in the Simplified UI for the custom role like it appears for OOB Sales Rep.
The issue can be reproduced at will with the following steps:
1. Create a custom Role to restrict visbility of Salesreps to customer they are team members of and are assigned their territories (see uploaded doc)
2. Test these sales reps in Classic UI : salesrep can create task , appointment , interactions and note when editing these customers
3. Test these sales reps in Fuse Simple UI : salesrep cannot create task , appointment , interactions and note when editing these customers : Create button is missing
4. N Ote that standard salesreps can create task , appointment , interactions and note in b th classic UI and Fuse simple UI
The issue has the following business impact:
Due to this issue, users cannot create task , appointment , interactions and note in Fuse UI with these roles they setup with APM to restrict visibility to sales team and territories
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