Product Release Notes

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1 Product Release Notes Release 32 June 2016 VERSION

2 Table of Contents Document Versioning 2 Overview 3 Known Issues 3 Usability 3 Action Bar Applets Do Not Collapse if the User Refines a List Within a List Page 3 Appointment Reminder Displays Contact Field Label as Contacts Even if the Customer Renames the Field 3 Customer Impact 3 Usability 3 Message Text in the List Management Page is Updated 3 Cancel Button is Inactivated for Completed and Cancelled Import Requests 3 Language Support 4 Fixed Issues 5 Documentation 7 Online Help 7 Topics: Working with Lists; Creating and Refining Lists 7 Topic: Refining Lists Within List Pages 7 Topic: About the Oracle Migration Tool On Demand Client Utility 8 Topic: Customizing Static Page Layouts 8 Topic: Defining Your Company's Password Controls 8 1 ORACLE CRM ON DEMAND RELEASE 31 PRODUCT RELEASE NOTE

3 Document Versioning Date Version Change Reference June 24, Final version published May 17, Draft Published 2 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

4 Overview The Oracle CRM On Demand Release 32 Product Release Notes outline the known issues, the customer impacts, and 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 32, which is available in the Release Information tab under What s New in the Oracle CRM On Demand Training and Support Center portal, and the Transfer of Information (TOI) recordings which are available at My Oracle Support. Known Issues Usability Action Bar Applets Do Not Collapse if the User Refines a List Within a List Page If a user applies a modern theme for Oracle CRM On Demand and the user refines the list within the List page, then the applets on the Action Bar do not collapse when the expand or collapse arrow is clicked immediately after the refine list action. Appointment Reminder Displays Contact Field Label as Contacts Even if the Customer Renames the Field The Appointment reminder sent to Users associated to the activity includes information on the start time, contacts, account, status and the description. All the field labels in the notification respect the customizations that have been made to the field labels, except for the Contacts field. Even if the Contacts field on the Activity record type is renamed, the notification will still show the field label as Contacts. Customer Impact Usability Message Text in the List Management Page is Updated In the List Management page, the message related to the case insensitive check box has been changed to "When Case Insensitive box is checked, columns that will be queried irrespective of case are shown below in Blue. Please use the option that works best for you. Columns that are not Blue are Case Sensitive regardless of the check box. Cancel Button is Inactivated for Completed and Cancelled Import Requests In the Import Request Detail page, the Cancel button is inactivated for import requests with the Completed, Completed with Error, Cancelled, and Cancelling statuses. 3 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

5 Chinese Simplified Chinese Traditional Danish Dutch English-American English-British Finnish French German Italian Japanese Korean Norwegian Polish Portuguese Portuguese Brazilian Russian Spanish Swedish Thai Turkish Language Support The following table outlines the supported languages for Oracle CRM On Demand and its related applications: Oracle CRM On Demand Oracle CRM On Demand Desktop Oracle Contact On Demand Oracle 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 Integration On Demand Oracle Outlook Integration On Demand Oracle CRM On Demand Desktop Version 4.1 only supports English-American. For information on supported languages for Oracle CRM On Demand Desktop Version 4.2, refer to Oracle CRM On Demand Desktop Product Release Notes for Version 4.2. * 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. 4 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

6 Fixed Issues The following defects have been fixed in Oracle CRM On Demand Release 32. BUG NUMBER PRODUCT AREA DESCRIPTION OF BEHAVIOR PRIOR TO FIX Administration Account team member who got access to the record via User Groups can t be removed from team by record owner, if record owner is updated through Web services Administration Admin Configuration Audit not listing access changes to 'No access' Analytics Analytics Analytics Account and Related Accounts Relationship Type field shows incorrect value in reports. Custom Object 21 metrics folder placed under Custom Object 21 custom metrics in Answers UI. Employee Name field not long enough for comma and space between first and last name, resulting in truncated names Analytics Event cost value is shown incorrectly when invitees are deleted Analytics In Opportunity Product Revenue History, new user values are getting dropped when code fields are added to report Analytics MDF custom picklists in MDF request history shows code instead of values Analytics Opportunity Probability % field showing ID values in report Analytics Connected Mobile Sales Connected Mobile Sales Customization User is able to change the SAW user preferences through a manual URL entry. Choosing a new list from Appointment and Tasks as a related item, would not respect the search criteria. Contact Interest is displayed in Application Composer even though it is not a valid Related Information record type. Also, Contact Opportunity, Opportunity Contact, Opportunity Opportunity Competitor, Opportunity Opportunity Partner, Product Category, Task Contact in Application Composer are displaying fields that do not match with CRM On Demand enabled fields. Account records not reassigned by Assignment Manager when records are imported with the Reassign Account check box flag selected in the import data file Desktop Expression Builder Error presented during Desktop Lite synchronization and retry not allowed for next 4 hours. Users presented with error on creating new contact record Integration After a full export, users are unable to download some of the exported 5 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

7 BUG NUMBER PRODUCT AREA DESCRIPTION OF BEHAVIOR PRIOR TO FIX attachment files like Account attachments, Activity attachments etc Integration Cancel button still active while import process completed Integration Integration Layout REST API UI/Usability UI/Usability Import of Service Requests to overwrite records fails when the Service Request Status is closed and Closed date is blank, even though the Closed date is not mapped while importing. While exporting Promotional Item Dropped under Activity Record type, the export status shows completed, but the export summary displays an error and no records are exported. Account Competitor Page Layout not available in the Account Record Layout only in MCSR login. It is not possible to add members to Account Teams and Contact Teams using the REST API. Although users are able to add long text fields to concatenated fields, when editing, the text area for long text fields still appears to be small text fields in the concatenated field. Fields on Advanced or Refine List pages that are colored green or blue would no longer display green or blue when the field is selected for filtering UI/Usability Inline edit throws error if concatenated field contains only text values UI/Usability UI/Usability Layout modification not allowed when a required custom field is not in the layout even if it is included through a concatenated field. Lists created in one language and marked as favorite does not appear in favorite lists when user switches to another language and then switch back to original language UI/Usability Opportunity Potential Amount is not sum of Revenue values UI/Usability Recurring revenue modification results in field validation errors UI/Usability UI/Usability UI/Usability Send button in task detail page is not working when user is logged in using Chrome browser. The instructions in the Refine List section are confusing. It is not clear that columns that are not in blue are case sensitive regardless of the checkbox. Users are unable to change Task owners when Activity record type customization pertaining to retention of previous owner is set to 'Always Retain Owner' or 'All Interactive Operations' UI/Usability Users can't mass update the Opportunity Product Revenue when more than 5 records are in the list and they expand the list (Show Full List) UI/Usability Users without Manage Users privilege are able to see Menu options like Refine List, Save List, Mass Update, New List and Manage Lists in the User Search Results page. 6 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

8 BUG NUMBER PRODUCT AREA DESCRIPTION OF BEHAVIOR PRIOR TO FIX UI/Usability UI/Usability UI/Usability UI/Usability Web Services Web Services Web Services Workflow When a Contact is related to an Account, the Account team is not getting propagated to Contact Team even after enabling the parent team inheritance in Company profile. When trying to view an Association Account applet, the application would display an error message when using Internet Explorer 8. When trying to view the calendar in French, the application would display an error message. While importing renamed Custom Objects, the field mapping page of Data Import Assistant shows the field name as Custom Object External ID and not as the renamed object name External ID. Error presented on assigning books with Book Name more than 50 characters via Web services. Field management web services read of Account Contact and Account Relationship is not retuning values for elements IntegrationTag and GenericIntegrationTag Page Layout Read All request with CurrentUserOnly parameter returns an error. Access Denied error encountered when a calculated field is used in the workflow update values action. Documentation Online Help The following documentation errors or omissions exist in Release 32 and will be corrected in a subsequent update. Topics: Working with Lists; Creating and Refining Lists The following note appears in these topics: NOTE: In the List pages for most record types, you can also refine the list without leaving the List page. However, when you refine a list within a List page, you cannot save the list with the new filter. For information about refining lists within List pages, see Refining Lists Within List Pages. This note should instead read as follows: NOTE: In the List pages for most record types, you can also refine the list without leaving the List page, and optionally save the refined list. For information about refining lists within List pages, see Refining Lists Within List Pages. Topic: Refining Lists Within List Pages The following information is included in the list of considerations that apply to refining lists within List pages: You cannot save the refined list. If you want to refine a list filter and save the new list, then you must open the Refine 7 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

9 List page by selecting the Refine List option from the Menu button in the title bar of the List page. This information should instead read as follows: The Save button is not available within the Refine List pane. If you want to save the refined list after you run it, then you must select the Save List option from the Menu button in the title bar of the List page. Topic: About the Oracle Migration Tool On Demand Client Utility The following items are missing from the list of configurations that you can extract and import using the Oracle Migration Tool On Demand client:» Field audit setup» Sales categories Topic: Customizing Static Page Layouts The following note appears in this topic: NOTE: When you create a new page layout, the Always On Layout check box is selected by default and is read-only for any field that is configured as a required field, unless a default value is configured for the field. If a default value is configured for a required field, then the Always On Layout check box is not selected by default, but you can select it if you want the field to always appear on the layout. It is also recommended that you select the Always On Layout check box for any fields that are configured as conditionally required. And, if you use or plan to use a dynamic page layout for the record type, then it is recommended that you select the Always On Layout check box for the picklist field that drives the dynamic layout. This note should instead read as follows: NOTE: When you create a new page layout, the Always On Layout check box is selected by default and is read-only for any field that is configured as a required field, unless a default value is configured for the field. If a default value is configured for a required field, then the Always On Layout check box is selected, but you can deselect it. It is also recommended that you select the Always On Layout check box for any fields that are configured as conditionally required. And, if you use or plan to use a dynamic page layout for the record type, then it is recommended that you select the Always On Layout check box for the picklist field that drives the dynamic layout. Topic: Defining Your Company's Password Controls In this topic, in the Password Control Information section of the table, the following information is incorrect: Setting Possible Values Usage Expire User Passwords In (Days) This value can be blank, or it can be a number between 1 and 365 Enter a value between 1 and 365 to indicate the number of days that a user's password is valid. After this period has elapsed, the user is forced to change the password. If this field is left blank, then the user s password never expires. Days Before Password Expiry Warning This value can be blank, or it can be a number between 0 and the numeric value provided in the Expire User This setting indicates how many days prior to a user s password expiring Oracle CRM On Demand sends a 8 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

10 Setting Possible Values Usage Passwords In (Days) field. notification to the user. If you enter a value of zero (0), then a notification is sent to the user on the day that the password expires. However, it is recommended that you enter a minimum value of 2. This ensures that the notification is received in adequate time for the user to update the password. If you enter no value in this field, then no notification is sent to the user. NOTE: If the Expire User Passwords In (Days) field is blank, then the Days Before Password Expiry Warning field is read-only. The correct information is as follows: Setting Possible Values Usage Expire User Passwords In 30 days, 60 days, 90 days, 180 days, One Year, Never expires The length of time that a user's password is valid. After this period has elapsed, the user is forced to change the password. Days Before Password Expiry Warning This value can be blank, or it can be a number greater than 0 and less than the number of days specified by the option selected in the Expire User Passwords In field. If you select the One Year option in the Expire User Passwords In field, then the value that you enter in the Days Before Password Expiry Warning field can be a number between 1 and 364, or you can leave the field blank. This setting indicates how many days prior to a user s password expiring Oracle CRM On Demand sends a notification to the user. It is recommended that you enter a value of no less than 2, and you might want to specify a greater number of days to allow adequate time for the user to update the password. If you enter no value in this field, then no notification is sent to the user. NOTE: If you select the Never expires option in the Expire User Passwords In field, then the Days Before Password Expiry Warning field is read-only. 9 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

11 10 ORACLE CRM ON DEMAND RELEASE 32 PRODUCT RELEASE NOTE

12 Oracle Corporation, World Headquarters Worldwide Inquiries 500 Oracle Parkway Phone: Redwood Shores, CA 94065, USA Fax: C O N N E C T W I T H U S blogs.oracle.com/oracle facebook.com/oracle twitter.com/oracle oracle.com Copyright 2016, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 0616

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