For my own convenience, but maybe also for yours, I wanted to document and share a few of the little scripts or pieces of code I use often and need easy access to. I hope they can come in handy for you too 😉

And do not forget to come back once in a while, as I will be updating these, or feel free to share me yours!

Deeplinks

Using a URL, individual transactions can be opened directly in a browser. This is done through a deeplink:

Embedding BI report example URL

The following is an example of how to embed a report into CX Sales through a URL whilst sending parameters :

https://......com/analytics/saw.dll?Go&Action=Navigate&path=%2Fshared%2FCustom%2FEdward%2FOpen%20Opportunities%20List&p0=1&p1=eq&p2=%22Time%22.%22Year%22&p3=2019

Embedding BI dashboard example URL

The following is an example of how to embed a dashboard into CX Sales through a URL whilst sending parameters:

https://......com/analytics/saw.dll?PortalPages&PortalPath=%2Fshared%2FEdward%2F_portal%2FAccount%20Mashup&Action=Navigate&col1=Customer."Customer Row ID"&val1="' + PartyId

Embedding a BI dashboard through Page integration

When embedding a dashboard or a report in a new page through page integration, the URL is slightly different

../../analytics/saw.dll?PortalPages&PortalPath=%2Fshared%2FCustom%2FEdward%2F_portal%2FOpportunity%20Breakdown&page=page%201

Mashup Embedding Groovy

The following is the groovy script I used to embed a report on the opportunity detail page as shown in this mashup blog post.

def JWTtoken = (new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken())
def url = '../BIProxy'
url += '?cid=BIPresentationServer&RedirectURL=saw.dll?Dashboard'
url += '&PortalPath=%2Fshared%2FCustom%2FEdward%2F_portal%2FOpportunity%20Chevron&page=page%201'
url += '&Action=Navigate'
url += '&col1=Opportunity."Opportunity ID"'
url += '&val1=' + OptyId
url += '&var2=dashboard.variables[%27JWT_TOKEN%27]'
url += '&val2="Bearer ' + JWTtoken + '"'
return url 

Page Composer BI parameters

When embedding reports or dashboards on analytics pages in CX Sales, page composer allows you to send session parameters to the loading reports. A list of available session scope variables can be found here:

  • Customer ID : #{sessionScope.zcmAnalyticsCustomerId}
  • Contact Id: #{sessionScope.hzAnalyticsContactPartyId}
  • Contact Name: #{sessionScope.hzAnalyticsContactName}
  • Lead ID: #{sessionScope.mklAnalyticsLeadId}
  • Opportunity Id: #{sessionScope.mooAnalyticsOpportunityId}
  • Partner Id: #{pageFlowScope.biFilterName_PartnerPartnerROWID}
  • JWT Token: #{applCoreSecuredToken.trustToken}

BI Currency data format

In any report, to make sure the reports display currency values in the correct currency format, the following custom data format mask should be used as explained here

[$:currencyTagColumn="Sales - CRM Customer Overview"."Currency"."Common Currency Code"]

Recommended Posts

2 thoughts on “Copy-Paste-ables

  1. Tim Tierney

    I have a good one related to BI and generating clickable URLs.

    We are building an automated email sent by an Agent out of BI. Basically an Opportunity hit-list sent to the Sales users. I was using a BI Action to make the Opportunity Name a clickable URL inside of the email. I was banging my head on it because I couldn’t get it to work. It worked fine in BI but when it generated the email, BI was modifying the URL and breaking it.

    Anyway, contacted Support and they helped me out a lot. The TL;DR is instead of doing a BI Action. Just modify the the actual column formula in BI to generate a hyperlink HTML element. Make sure you click the Contains HTML checkbox in the column formula editor.

    ‘<a style="color:#145c9e; font-weight:bold; font-size: 12px" target="_new" href="https:///sales/faces/CrmFusionHome?cardToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM_CARD&tabToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM&TF_skipToEditOptyId=‘||”Sales – CRM Pipeline”.”Opportunity”.”Opportunity ID”||'” > ‘||”Sales – CRM Pipeline”.”Opportunity”.”Opportunity Name”||’‘

    1. Edward Dewolf

      Great idea Tim, let me add a reference to all deeplinks as this can be done for other objects than opportunities also

Leave A Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.