ER - Defining Rule Based Assignment Based On Fields From Related Objects
Last updated on NOVEMBER 09, 2017
Applies to:Oracle Fusion Sales - Version 18.104.22.168.0 and later
Information in this document applies to any platform.
On : 22.214.171.124.0 version, Opportunities
Defining Rule based assignment based on Fields from related Objects
Is it possible to use fields from related objects while defining rule based assignment?
For example, we have 'Opportunity Type' field which present in Both Opportunity Object as well as Resource Object of Accounts(Account Sales Team)
So whenever the value of the 'Opportunity Type' updated in Opportunity , all the resources who has the same Type value should get added to Opportunity sales team.
For this While defining the rules in Opportunity we would need to access fields from other entity(In this Case Resource Object)
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