The following steps are
required to enable guided merge functionality in Oracle Customer Hub (Siebel
UCM):
·
The following Workflow to be called from
“Guided Merge” button and modify as follows:
o
Name:
UCM Process Merge Request
o
Change following Process properties:
§ EnablePubub
: True (default string : False)
§ EnableSE:
True (default string: False)
o
Activate the workflow from client
·
Client: Enable Merge Tasks
o
Navigate to Administration – Business
Process–>Task Deployment.
o
Click the Active Tasks tab, then in the
Name field, query for UCM*
·
Enable and publish as follows for task based
UI screen to perform Guided Merge:
o
Navigate to Administration – Business
Process–>Task Deployment.
o
Click the Active Tasks tab, then in the
Name field, query for UCM*.
§ UCM
Merge Account Request Task
§ UCM
Merge Account Task
§ UCM
Merge Contact Request Task
§ UCM
Merge Contact Task and restart the
server
·
Add Responsibility for accessing “Guided
Merge” features
·
Invoke “Guided Merge” button :
o
Go to “Existing Duplicates” tab from “Admin-UCM”
screen
o
Query and click on duplicate record.
o
Click on “Guided Merge” button will appears
in below applet
o
Guided Merge popup applet will be display
and do the necessary changes and proceed to next applet
o
Click on submit button
·
Adding new fields to “Guided Merge”
The
following changes are required to add new fields in following IC’s at
respective IO’s
o
Account:
§ IO:
UCMAccountTaskUIMerge ; IC: Account
§ IO:
UCMAccountMerge; IC: Account
o
Contact:
§ IO:
UCMContactTaskUIMerge; IC: Contact
§ IO:
UCMContactMerge; IC: Contact
·
Deploy IO’s as follows:
o
Tools > Integration Object
o
Right Click > Deploy to Runtime Database
·
Limitations:
o
Guided Merge functionality supports only
for Account and Contact entities only and not support for child entities.
No comments:
Post a Comment