Before You Install the Recipe

You must perform the following configuration tasks on your Oracle CPQ and Slack instances in order to successfully connect to these external systems using Oracle Integration and post Slack notifications for Oracle CPQ quote approvals.

Configure Oracle CPQ

To access Oracle CPQ using Oracle Integration and ensure that notifications are posted in Slack for quote approvals, you must perform certain configuration tasks in your Oracle CPQ instance.

Log in to your Oracle CPQ instance as an Administrator and perform the following tasks.

  1. Create a user account for Oracle Integration with the Web Services Only permission.
    1. On the Oracle CPQ home page, click Admin Drawer on the title bar.
    2. In the Admin navigation pane, expand Users and click Internal Users.
      The User Administration List page appears.
    3. Add the user from the User Administration List page.

      For details, see Setting Up Users.

  2. Obtain the REST Catalog URL. See Prerequisites for Creating a Connection.
  3. Create an integration in Oracle CPQ to establish a connection from Oracle CPQ to Oracle Integration.
    1. In the Admin navigation pane, expand Integration Platform and click Integration Center.
    2. On the Integration Center page, click Create Integration.
    3. From the Type drop-down list, select Integration Cloud Service.
    4. In the resulting page enter the following details, and click Test to verify if your connection works.
      Fields Information to Enter
      Name Enter a suitable name.
      Variable Name Enter a variable name.
      Discovery URL Enter the Oracle Integration instance URL.
      Username Enter the username to access your Oracle Integration instance.
      Password Enter the password to access your Oracle Integration instance.
    5. Select Enable Integration, and then click Save.
  4. Link the integration that you created to a process.
    1. In the Admin navigation pane, expand Commerce and Documents and click Process Definition.
    2. On the Processes page, select the process to which you want to link the integration. Select Integrations from the Navigation drop-down list, and click List.
    3. On the resulting Integrations page, click Add.
    4. In the Select Integration Types page, select Integration Cloud Service and click Next.
    5. On the Edit Integration page, enter the following details and click Add.
      Fields Information to Enter
      Name Enter a suitable name.
      Variable Name Enter a variable name.
      Timeout Enter the timeout in milliseconds.
      Description If required, enter a suitable description.
      Action Select the Export option.
      Services Select the Service.
  5. Specify the action that triggers the integration.
    1. On the Processes page, select the process linked to the integration. Select Documents from the Navigation drop-down list, and click List.
    2. In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.
    3. On the Actions List page, select Submit and then Request Approval.
    4. On the Admin Action page, click the Integration tab.
    5. From the Integration List box, select the integration created in Step 3 and click the > arrow to add it to the Selected Integration box.
    6. Click Update.
  6. Specify the approval rule and the user that will approve the quote.
    1. On the Processes page, select the process linked to the integration. Select Integrations from the Navigation drop-down list, and click List.
    2. In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.
    3. On the Actions List page, select Submit.
    4. Click the General tab, and navigate to Approval Sequence and Edit User Approval.
    5. Click +, enter the Reason Name and Variable Name, and then click Save.
    6. Select Simple Condition, specify the Attribute Name, Operator, and Attribute Value, and then click Save.
    7. Click Reason Flow, click Approvals, and then select the approver who would approve the quote from the drop-down list.

Configure Slack

To access Slack using Oracle Integration, and ensure that Oracle CPQ quote approval notifications are posted in the specified Slack channel, you must perform certain configuration tasks in your Slack instance.

  1. Create a Slack workspace.
    1. Open the Slack get started page using the following URL:
      https://slack.com/get-started#/createnew
    2. Enter your email and click Continue.
    3. Enter the confirmation code that you receive in your email, click Create a workspace, and follow the prompts.
  2. Create a channel to post notifications.
    1. On your Slack instance, select your workspace.
    2. Click the workspace name on the left navigation pane, and from the menu that displays, select Create a channel.
    3. In the Create a channel dialog, enter your channel’s name in the Name field. For example, #cpq-quote-approval.
    4. Optionally, enter a suitable description for the channel in the Description field.
    5. Click Create.
  3. Add people to your channel.
    1. On your Slack workspace, select the channel from the left navigation pane to open it.
    2. Click Add people on the top right of the channel.
    3. In the resulting Add people dialog, enter names, emails, or user groups of people you want to add in the field provided.
    4. Click Add.
  4. Create a Slack App.
    1. Log in to the Slack app platform at https://api.slack.com.
    2. In the Slack API title bar, click Your Apps.
    3. Click Create an App, and in the resulting Create an app dialog, select From scratch.
    4. In the Name app & choose workspace dialog, enter the following details:
      1. In the App Name field, enter the name of your app.

        For example, Oracle Integration App.

      2. In the Pick a workspace to develop your app in field, select your workspace from the drop-down list.
    5. Click Create App.
      The app gets created and its Basic Information page appears.
  5. Get the Slack App API credentials.
    1. In the app’s Basic Information page, scroll down to the App Credentials section.
    2. Note the client ID in the Client ID field, and the client secret in the Client Secret field.
      You’ll use these later while configuring connections to your Slack instance from Oracle Integration.
  6. Set permissions for your Slack App.
    1. In the left menu, under Features, select OAuth & Permissions.
    2. In the OAuth & Permissions page, go to the Redirect URLs section.
    3. Click Add New Redirect URL and enter the URL of your Oracle Integration instance.
      For example, https://your_instance_URL:443/icsapis/agent/oauth/callback where your_instance_URL is the Host URL of your Oracle Integration instance.
    4. Click Add, and then click Save URLs.
    5. Scroll down to the Scopes section, and under User Token Scopes click Add an OAuth Scope.
    6. Enter the following scopes:
      • channels:read
      • channels:write
      • groups:read
      • groups:write
      • usergroups:write
      Note the scopes. You’ll use these later while configuring connections to your Slack instance from Oracle Integration.
    7. Press Enter.