Learn About How to Extend Oracle Sales and Service Business Objects with Document Collaboration
When working on Oracle Sales and Service business objects there is often material related to the business object that needs to be collaborated on. For example, with an opportunity you may need to work together with a team to fill in an RFP or create customer briefing presentations. Oracle Sales and Service business objects can easily be extended with Oracle Content Management collaborative folders to enable in-context document collaboration capabilities.
With this integration, organizations can easily access, view, and upload documents associated with a business object directly within or outside the Oracle Sales and Service environment with all material stored in an Oracle Content Management (OCM) collaborative folder. Storing Oracle Sales and Service business object-related documents in OCM folders provides an easy and modern drag-and-drop interface for contributing and storing content. Also, storing these documents in OCM allows users to collaborate easily on that content with other people outside the organization who may not have access to the Oracle Sales and Service application. All of which allow for simple collaboration and improved productivity.
Before You Begin
To set up this integration, you need to first have active Oracle Sales and Service and Oracle Content Management instances.
The user going through this solution should have some basic knowledge of:
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Oracle Sales and Service Business Objects
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OCM (Oracle Content Management)
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IDCS (Oracle Identity Cloud Security)
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Groovy script
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HTML
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Web services and REST APIs
Architecture
Using this solution, you will be enabling the use of Oracle Content Management (OCM) collaborative folders directly from within the Oracle Sales and Service business objects. This integration adds OCM document management capabilities into the Oracle Sales and Service business object using OCM’s embedded UI capabilities. Once this integration is implemented, it allows different types of documents such as images, videos, and office documents to be easily uploaded and accessed from the Oracle Sales and Service business object.
With this integration, a new OCM folder is created for each new business object based on a given OCM base parent folder.
The images below help illustrate what happens when a user creates, views, and deletes an object in the Oracle Sales and Service application.
When a user creates an object in the Oracle Sales and Service application, a
new subfolder within Oracle Content Management is created. The object for the newly
created OCM folder GUID is stored in a custom field within the Oracle Sales and Service
business object.
Description of the illustration create-object.png
When a user views a business object in the Oracle Sales and Service
application and navigates to the Documents tab, the OCM folder that was created is
retrieved. This GUID is then used to see if the current user has access to the OCM
folder and if not, this user is automatically added as a member of the folder. The
Oracle Content Management embedded folder UI is then loaded within the Documents tab of
the Oracle Sales and Service business object so the user can interact directly with
it.
Description of the illustration view-object.png
Finally, if a user deletes the Oracle Sales and Service business object, the
integration will retrieve the OCM folder GUID and use it to clean up and delete the
folder. In this example, the OCM folders are moved to the trash which can be recovered
if necessary.
Description of the illustration delete-object.png
About Required Services and Roles
| Systems | Roles |
|---|---|
| Oracle Sales and Service instance | Sales administrator, sales managers and/or sales representatives |
| Identity Cloud Services (IDCS) instance | IDCS administrator |
| Oracle Content Management (OCM) instance | Administrator and enterprise users |
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