Product Release Notes Release 39 August 2019

VERSION 20190830

1 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

Table of Contents

Document Versioning 3

Overview 4

Known Issues 4

Analytics 4

Assigning Visibility on Folders and Dashboards with Names Having Leading Spaces 4

Unformatted Percentage Fields in Advanced Custom Objects Subject Area 4

Usability 4

Multi-Record Inline Edit Does Not Support Certain Field Types 4

Web Services and Migration Tool 4

Unable to Upsert Non-Scheduled Event Workflows when Scheduled Events Elements are

Present in Request 4

Customer Impact 5

Analytics 5

Narrative Views Layout on Exported Analyses in Excel 2007+ 5

Setting Up Web Links 5

Visibility on User Record Type in Historical Subject Areas 5

Usability 5

Batch Assign Book Queue in Admin Page is Renamed 5

Language Support 6

Fixed Issues 7

Documentation 10

2 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

Online Help 10

Computer Telephony Integration Information 10

Topic: Web Services Integration 10

Oracle CRM On Demand CTI Developer’s Guide 10

3 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

Document Versioning

Date Version Change Reference

July 12, 2019 20190712 First Draft Published.

4 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

Overview

The Oracle CRM On Demand Release 39 Product Release Notes outline the known issues, the

customer impacts, and the changes to the Oracle CRM On Demand user interface and behavior. The

Release Notes also list the defects and behaviors that have been fixed in this release.

To review the features included in this release, see Oracle CRM On Demand Administrator Preview

Guide for Release 39, as well as the Transfer of Information (TOI) recording.

Known Issues

Analytics

Assigning Visibility on Folders and Dashboards with Names Having Leading Spaces An error is raised when user clicks on the folder or dashboard on which user assigns visibility, if the folder or dashboard name has leading spaces. The fix will be available in Release 40.

Unformatted Percentage Fields in Advanced Custom Objects Subject Area The Percentage fields from Custom Objects 21 to 25 > Custom Percent folder and from Custom Objects 04 to 25 > Owned By User Custom Fields folder that are exposed in Advanced Custom Objects subject area are not formatted as percentages. The fix will be available in Release 40.

Usability

Multi-Record Inline Edit Does Not Support Certain Field Types Users cannot edit the following field types in multi-record inline edit mode.

• Concatenated fields

• Stoplight fields

• Star rating fields

• Currency fields

• Fields that use multi association lookup window

• Multi-select picklist fields

• Web link fields

• Fields from addresses

In addition, if a dynamic page layout is defined for the record type for your role, then you cannot update the driving picklist field for the dynamic layout. Above-mentioned fields are likely to be supported from next release onwards.

Web Services and Migration Tool

Unable to Upsert Non-Scheduled Event Workflows when Scheduled Events Elements are Present in Request

5 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

When upserting non-scheduled event workflows using the WorkflowRuleSetUpsert Administrative Web Service or via the Migration Tool, if the request contains the scheduled event workflow specific child elements with blank or null values, the upsert will fail. These attributes needs to be removed from the request for non-scheduled event workflows to upsert successfully.

The child elements includes: RecurrenceType, ReccurencePeriod, LastDayOfMonth, NumOccurrence, ListName, ScheduledInstancesInitiatedByUser, ScheduledEventStatus and EnableNotification.

Customer Impact

Analytics

Narrative Views Layout on Exported Analyses in Excel 2007+ Before Release 39, when exporting analyses using the Excel 2007+ format, the Narrative views information was pushed to the left, instead of being centered with the information from other views on top or below the Narrative views, as displayed on the Results tab. Starting with Release 39, this behavior was changed so the information in Narrative views is displayed consistently with what is displayed on the Results tab.

Setting Up Web Links Before Release 39, for web links of Type Report or Dashboard, the Path field was not required. Starting with Release 39, the Path field is always required and when edited, the existing web links that were previously saved with the Path field empty cannot be saved unless the Path field is populated.

Visibility on User Record Type in Historical Subject Areas Before Release 39, in historical subject areas, the visibility to the user (employee) record type was secured based on Manager Visibility, which was inconsistent with the user visibility from real-time subject areas where user visibility is Unrestricted. Starting with Release 39, the user visibility in historical subject areas is Unrestricted as well.

Usability

Batch Assign Book Queue in Admin Page is Renamed Batch Assign Book Queue link in the Admin page is renamed to Batch Assign Request Queue. The Batch Assign Request Queue page now displays both Batch Book Assign requests and Batch Team Member Assign requests, depending on whether the user has Manage Book privilege and Batch Team Member Assign privilege.

6 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

Language Support

The following table outlines the supported languages for Oracle CRM On Demand and its related applications:

Chi

nese

Sim

plifi

ed

Chi

nese

Tra

ditio

nal

Dan

ish

Dut

ch

Engl

ish-

Am

eric

an

Engl

ish-

Brit

ish

Finn

ish

Fren

ch

Ger

man

Italia

n

Japa

nese

Kor

ean

Nor

weg

ian

Polis

h

Port

ugue

se

Port

ugue

se –

Bra

zilia

n

Rus

sian

Span

ish

Swed

ish

Thai

Turk

ish

Oracle CRM On Demand

Oracle CRM On Demand Desktop

Oracle Contact On Demand

Oracle Email Marketing On Demand

Oracle CRM On Demand Connected Mobile Sales for iPhone and Android*

Oracle CRM On Demand Connected Mobile Sales for BlackBerry

Oracle Offline On Demand

Oracle Notes Email Integration On Demand

Oracle Outlook Email Integration On Demand

* For information on supported languages for Oracle CRM On Demand Connected Mobile Sales, refer to Oracle CRM On Demand Connected Mobile Sales Product Release Notes.

7 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

Fixed Issues

The following defects have been fixed in Oracle CRM On Demand Release 39.

BUG NUMBER PRODUCT AREA

DESCRIPTION OF BEHAVIOR PRIOR TO FIX

29948022 Administration Division Name is not selected by default in ‘Sort By’ field under ‘Sort Order’ section, on the New Divisions List page within Division Setup.

30064373 Administration Logo displayed in header and footer for a custom theme are not displayed properly in Microsoft Internet Explorer 11.

29423353 Administration The application does not purge the records in Master Audit Trail even after the purge period of 90 days.

29947324 Administration Trying to edit the Queue Name on Integrated Event Action inside a Workflow Configuration throws an Uncaught Exception.

22103593 Analytics A clock icon is displayed beside the Time zone field when creating prompts of Date type. Note: Reporting for date and time fields in multiple time zones of user’s choice is not supported in Analytics. By default, the Company's time zone is used and reporting based on User's time zone is supported only if the user's profile parameter "User Time Zone Support for Reporting Subject Areas" is selected.

27845500 Analytics A prompt that has the "Enable user to select multiple values" checkbox selected and the Default selection set to Server Variable NQ_SESSION.USER_ALIAS displays the prompt default value as two values in the prompt drop-down, if the user's Alias field contains a comma.

29544443 Analytics In complex combined analyses with multiple criteria, "Invoke a Browser Script" actions cannot be edited or saved.

28824960 Analytics In complex combined analyses with multiple criteria, the “Create New Action” dialog does not get displayed when an "Invoke a Browser Script" action is created.

29694372 Analytics In historical subject areas, the visibility to the user (employee) record type is secured based on Manager Visibility, which is inconsistent with the user visibility from real-time subject areas where user visibility is Unrestricted.

29922330 Analytics Multiple Created Date and Owned By User folders are displayed under the Claim Dimension in the Advanced Custom Objects subject area.

30188330 Analytics Reporting on Advanced Custom Objects Real-time Reporting subject area using Account, Contact, Opportunity, Service Request dimensions and Custom Object 01, 02, and 03 metrics gives incorrect results. This is a double fix for the bug 30170273 fixed in 038.011.001.004HF.

29357482 Analytics Reporting on "Service Request"."Area" and "Vehicle"."VIN" fields from Service Request History subject area returns No Results when the Historical Subject Areas visibility is set to Manager Visibility.

29499773 Analytics Some Account fields from Account History do not show data for account records on which there was a change of the Primary Contact information only and no other changes on the account record.

29705832 Analytics The "Not Found" error is displayed when clicking the Help button on Column Properties or Edit Formula dialogs.

29851883 Analytics The Currency fields do not show the decimals due to the Decimal Places setting changed to 0 after the Release 38 upgrade.

18748578 Analytics The Partner dimension is secured in real-time reporting subject areas where the Partner is not the driving record.

8 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

BUG NUMBER PRODUCT AREA

DESCRIPTION OF BEHAVIOR PRIOR TO FIX

30033395 Analytics The Percentage fields from Custom Objects 26 to 40 exposed in Advanced Custom Objects subject area are formatted as numbers and not percentages.

29902436 Analytics The Year fields from the Assets subject area return the Year values formatted with comma, using the 1000's separator.

29755613 Analytics The error "Filter Editor Template not found on page" is displayed on combined analyses when clicking OK or Cancel buttons on Column Properties or Edit Formula dialogs.

29028813 Analytics The execution of a workflow scheduler with Analytics content fails if the scheduled Analytics content has HTML markup code.

27550939 Analytics The label for the Horizontal Axis does not change according to the Display by selection in the graph contained in the following pre-built analyses: “Pipeline Quality (Historical)” and “Pipeline Quality (Real-Time)” from Shared Folders\Pre-built Analysis\Home Page Analytics and “Pipeline Quality” from Shared Folders\Pre-built Analysis\Pipeline Analytics\_Emb

29375180 Analytics The modern (non-regular) themes display an extra line below the Page name in dashboards with multiple pages.

30034035 Analytics The text "Specify up to 6 filters by using the Parameters field. The accepted parameters are P0, P1, P2, P3 up to P18. Example: p0=1&p1=like&p2=Account."Account Name"&p3=ACME%" displayed on the Workflow Edit Action page of a Send Email action is missing the encoded value "%25" for the "%" inside the text.

29603045 Analytics When exporting analyses using the Excel 2007+ format, the Narrative views information is pushed to the left, instead of being centered with the information from other views on top or below the Narrative views, as displayed on the Results tab.

30171143 BPM Service Request assignment rules were triggered when conditions were not all met.

29966450 Contact on Demand

CTI Components are missing.

28155767 Customization An error occur when selecting a value which triggers dynamic layout.

28445993 Customization Concatenated Fields with $0 values are not displaying correctly in IE 11.

29810072 Customization Images uploaded in client side extension and used in a web applet or the Custom HTML Head Tag is not displayed in Internet Explorer.

27646066 Customization Some Contact’s status field values are missing when displayed on the Account’s Contact related information section.

27986055 Customization The getValue JavaScript API is returning incorrect characters as part of the field value.

29143716 UI/ Usability Issuing Country in Currency Definition page is not translated for the countries Cape Verde, Laos, Macau, Viet Nam.

27150359 UI/ Usability When user creates an opportunity and changes the currency from the default USD to any other currency, the revenue field still shows the currency code as $.

27193446 UI/ Usability If an Account has more related Contacts than the selected "Number of records displayed", the Primary Contact will no longer show in the list.

29315167 UI/Usability If a user minimized the Action Bar, then navigated to any tab, then expanded the Action bar, an error message would pop-up.

9 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

BUG NUMBER PRODUCT AREA

DESCRIPTION OF BEHAVIOR PRIOR TO FIX

29456936 UI/Usability When trying to save a new task with the owner pre-populated with a value, the application would provide an error message of “An exact match could not be found” even though the value was an exact match. This occurred only when there were users with very similar names.

29667123 UI/Usability The Take a Video Tour link was not working.

10 | ORACLE CRM ON DEMAND RELEASE 39 PRODUCT RELEASE NOTE

Documentation

The following documentation errors or omissions exist in Release 39 and will be corrected in a subsequent update.

Online Help

Computer Telephony Integration Information

The computer telephony integration (CTI) functionality that was originally removed in Release 38 has been restored in Release 38 and continues to be supported in Release 39. Information related to the CTI functionality, which was removed from the Online Help in Release 38, will be restored in the next release.

Topic: Web Services Integration

The following information is missing from this topic:

One of the WSDL files available from the Web Services Administration page is for the CTI Activity Web service, which is part of the computer telephony integration (CTI) Integration application programming interfaces (API). The CTI Integration API provides the ability to integrate Oracle CRM On Demand directly with third-party CTI software by using Web service integration. For more information about the CTI Integration API, see Oracle CRM On Demand CTI Developer’s Guide.

Oracle CRM On Demand CTI Developer’s Guide

The Oracle CRM On Demand CTI Developer’s Guide, which was removed from the Oracle CRM On Demand documentation library on Oracle Technology Network for Release 38, is now available in the documentation libraries for both Release 38 and Release 39.

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