Sales Personalize View issue ***SR 3-26319190531***

[SherryXLiu]

Describe the bug A clear and concise description of what the bug is. Garnett has personalize view on Opportunity that has over 100 records. The view after upgrade (12.2.10) in INT/STG behave different. when click Opportunity link, it show error or blank page as attached

Instance Name Instance: INT/STG

Responsibility Name Responsibility: PBS US Sales Support Admin PBS CAN Sales Support Admin Navigation Navigation:

To Reproduce Steps to reproduce the behavior:

1. Go to '...'
2. Click on '....'
3. Scroll down to '....'
4. See error

Expected behavior A clear and concise description of what you expected to happen.

Screenshots If applicable, add screenshots to help explain your problem. Garnett Personalized view issue.docx

Desktop (please complete the following information):

• OS: [e.g. iOS]
• Browser [e.g. chrome, safari]
• Version [e.g. 22]

Smartphone (please complete the following information):

• Device: [e.g. iPhone6]
• OS: [e.g. iOS8.1]
• Browser [e.g. stock browser, safari]
• Version [e.g. 22]

Additional context Add any other context about the problem here.

[Haqueraz]

Hi Sherry, I am able to go on next page after clicking the opportunity link.

Can you please asked to user to update the row count (max -100 ) in saved search personalize.

We got the update from oracle can't go beyond 100.

Thanks Razaul

[SherryXLiu]

We have tried and she is not able to change the display number. Can you do it? What browser do you use?

[Haqueraz]

I am using Chrome. Can you please share Garnett user /password then I can try to change display number.

[Haqueraz]

Also try to create the new save search and delete the existing one.

[SherryXLiu]

So you went to next page is not from her personalize view? I don't have her password. I will let her to provide her password

[Haqueraz]

I used my user and sample search opportunity name 2021%, , can you try from your user then see , you also facing same issue.
This should not be user specific.

[SherryXLiu]

I see. It is only her personal view issue

[Haqueraz]

We will check when get her user/password.

[SherryXLiu]

@Haqueraz Garnett password sent to you by email

[Haqueraz]

Hi Sherry,

I observed that display records over 100 it show blank page when clicking on any link or button on this page even clicking on Personalize button also .

But , when you go through the dropdown list then search for a customer for less than 100 records then it allow to go next page.

I am looking alternate way to change the row count.

[SherryXLiu]

I don't have an objection on about go to next page from initial search 2021% list or small list. I can also create a new personal view without issue. But users have many personalize views and they even save the history views for future using. How to make the views working after upgrade? I still hope Oracle can resolve it. Meanwhile, Can you change existing views row number from 750 to 100? With this way, at least, users can go thought their testing. Thanks

[TinaGriffin]

We had this same issue when we went to Release 12. I was able to fix the issue then. I'm attaching a document of screenshots I used at the time so you can see if this is an option again now.

[Haqueraz]

SBSOBS-146 Sales Leads and Oppys view creations need to allow for more than 25 rows.docx

[SherryXLiu]

Here is what Tina add

[Haqueraz]

This lookup used for the Dropdown list on Row count field. Now oracle not providing the list on this field. We asked the question from the Oracle about change the row count for existing saved search.

[SherryXLiu]

I believe you. It seems no longer an option. but it is for issue 68. And this issue #77, I try to fix Personal view, do you have a way to reduce user view's row count and so user can use their view even it is only display 100?

[Haqueraz]

Oracle solution offered to keep the results under 100 rows.

Thank you for clarifying the issue. My recommendation is to recreate those searches in 12.2.10. Please add additional filters (conditions) in the new searches to keep the results under 100 rows. For example: One search for open opportunities only, one search for specific countries, etc. This is not only to avoid performance issues, but also to make them useful to users.

[SherryXLiu]

I got this answer for many times. Now my question is How to make the existing views to be under 100 rows without rebuild them? The upgrade made them unusable. Can it be fixed by the upgrade?

[Haqueraz]

Oracle already responded that "Row Count" is not a personalizable field this means can not change the value. so they suggested filtering the search criteria to reduce the count.

Now I put the same question to the oracle that you asked.

[SherryXLiu]

I saw the row count is not changeable. Oracle have not answered my question. If The personalize button dese not open next page, where I can do "_filtering the search criteria to reduce the count". Can anyone show me? Please see user's view (acct sample Coughenourg ). Thanks

[SherryXLiu]

In fact, I am not sure this issue is related to the row number. For Canadian Mitchell1 Opportunities have less then 100 records, but none of these view can be opened

[SherryXLiu]

records count

[Haqueraz]

I understand your concern. we are working with oracle they are try to replicate the issue in internal system. we will keep you updated.

[vinaytalasila]

@AkshayK247 : Could you please follow-up with Oracle support regarding this issue. Could you also append the SR # to this ticket issue description.

Thanks Vinay Talasila

[vinaytalasila]

Just an update...Till we get an update from Oracle support DEV team, Razaul and Akshay are also investigating this issue internally. When we receive a major updates, we will update this ticket.

Thanks Vinay Talasila

[vinaytalasila]

Update...Oracle Support DEV team is still working on this bug. We are looking for a workaround (create new saved search) in the 'Sales User', 'PBS US Sales Support Admin' and 'PBS CAN Sales Support Admin' responsibilities. We tried few options and it did not work so we are also requesting Oracle customer support to provide us the workaround so that we can use till we get a permanent solution.

[arsidhan]

Requested files are uploaded to SR.

-Hanmant

[AkshayK247]

Hi Team,

Below are the points for saved search issue:

Responsibility: Sales Manager Notes: 1) It is working in 12.2.10 as same as in 12.1.3 2) No saved search showing from 12.1.3. 3) As a workaround: Create new saved search then we are able to access 'Opportunities'

Responsibilities: Sales User, PBS US Sales Support Admin and PBS CAN Sales Support Admin Notes: 1) Old saved search from 12.1.3 are accessible 2) Created SR regarding the performance issue - if we click on any link/personalized button it shows blank page. 3) Created new saved search then we are able to access 'Opportunities'.(Only working for users that does not have existing saved search from 12.1.3) 4) As old saved searches are having 'default' flag set So it automatically search opportunities on page and then we are not able to create a new saved search.

while Oracle working on this issue we can use Sales Manager responsibility for testing as a workaround.

Regards, Akshay

[SherryXLiu]

@AkshayK247 You may use Pulatie account to test in STG. Before execute the deletion, please reset his password (and share it with me) and screen shot the view list (drop down). Thanks

[AkshayK247]

Hi Sherry,

For User "Pulatie" row count for all its saved search is 100. So Sales User working fine for this user. I can access the saved search with this user. Can you please give other user.

I will send user/pass in separate mail.

Regards, Akshay

[SherryXLiu]

That is Good to know. Then you may test Coughenourg in STG. Thanks

[AkshayK247]

Hi Sherry,

I have deleted all saved searches for user "COUGHENOURG" on STAGE 12.2.10. After that I am able to create/update new Saved search and I am able to open Opportunity and other functionalities on the page.

Can you please test the same on STAGE 12.2.10 and update.

Regards, Akshay

[AkshayK247]

I have check all 25 user's files and

1. I found only 6 users that have row count greater than 100 and active users.
2. Rest of the user either inactive or having row count less than or equal to 100.
3. There is one user "CALDERWOODD" that have default saved search row count is 100, but also having some Saved Search with row count 250. We should check that user and try to update the saved search manually.

Regards, Akshay

[AkshayK247]

Hi Sherry,

I have check the user CALDERWOODD on STAGE 12.2.10 and I was able to update the saved search with row count 250. I have attached the document for reference and I will share the password for user CALDERWOODD in separate mail.

Update_saved_search_for_User_CALDERWOODD.docx

Regards, Akshay

[SherryXLiu]

Akshay, I checked user CALDERWOODD and it looks good. Do you think if an user default count > 100, this way may work as well, e.g. AndersonP ?

[AkshayK247]

Hi Sherry,

It will not work. For CALDERWOODD user it worked because default row count was <= 100. but for other users default row count is >100 and that create performance issue on Sales Dashboard page.

[SherryXLiu]

Thanks. Can you provide the query?

[AkshayK247]

Hi Sherry,

Below are the queries:

1) list all personalizations with below script. :

set serveroutput on;

DECLARE BEGIN jdr_utils.listcustomizations(p_document => '/oracle/apps/asn/opportunity/webui/OpptyUwqPG'); END;

2) Customer can printDocument to see the contents of each personalization : Below one is a sample.

set serveroutput on; exec jdr_utils.printdocument('/oracle/apps/asn/opportunity/webui/customizations/user/1003728/OpptyUwqPG');

3) Once we identify which one is having more than 100 rows we can delete it using below script: NOTE: This query will delete the all saved search for user, So be careful to use. set serveroutput on; BEGIN jdr_utils.deletedocument('/oracle/apps/asn/opportunity/webui/customizations/user/1003728/OpptyUwqPG'); END;

Regards, Akshay

[SherryXLiu]

Thanks. Please provide Sales users a document to make changes for their personalize views and fix the page loading performance issue.

[AkshayK247]

@SherryXLiu Can You provide the password for user COUGHENOURG for 12.1.3 or I can reset it? So that I can provide document for the same.

[SherryXLiu]

Which instance?

[vinaytalasila]

Hi Sherry,

It is INT 12.1.3 instance.

Thanks Vinay

[SherryXLiu]

I told her and you may reset her password in INT 12.1.3 instance

[AkshayK247]

Hi Sherry,

Please find attached document to update Saved search on INT 12.1.3 I will share the reset password for user COUGHENOURG in separate mail.

Update_Saved_Search_on_INT_12_1_3.docx

Regards, Akshay

[vinaytalasila]

Sherry,

Please find the attached saved search list.

Saved_Search_details_for_User.xlsx

Thanks Vinay

[vinaytalasila]

Sherry,

Just an update....I have called Oracle global customer support and escalated the SR to get updates from the Development team.

Thanks Vinay

[SherryXLiu]

I have just tried and cannot go to next page

[AkshayK247]

Hi Sherry,

It will not go to next page. It is loading the next records on the same page.

You have to scroll down to the last record and it will load next rows. Please go through the attached document for details.

Load_next_records_12_2_10.docx

Regards, Akshay

[vinaytalasila]

DBA Team - Garnett went in and changed all 2022, 2021, 2020 opportunity lists to 100 rows in Prod 12.1.3 on Friday, August 20, 2021 3:31 PM. So, could you please let us know when the new 12.2.10 instance is ready so that they can test this in that instance and make sure that it works there.

Just an update...Today Oracle support requested information from 12.1.3 instance and Akshay replied to them. Waiting for the next updates from them.

Thanks Vinay

[amitjori]

Hi Vinay,

We will update once the upgrade is compete on new server.

Regards, Amit