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.
- Create a user account for Oracle Integration with the Web Services Only permission.
- Obtain the REST Catalog URL. See Prerequisites for Creating a Connection.
- Create an integration in Oracle CPQ to establish a connection from Oracle CPQ to Oracle Integration.
- Link the integration that you created to a process.
- Specify the action that triggers the integration.
- On the Processes page, select the process linked to the integration. Select Documents from the Navigation drop-down list, and click List.
- In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.
- On the Actions List page, select Submit and then Request Approval.
- On the Admin Action page, click the Integration tab.
- From the Integration List box, select the integration created in Step 3 and click the > arrow to add it to the Selected Integration box.
- Click Update.
- Specify the approval rule and the user that will approve the quote.
- On the Processes page, select the process linked to the integration. Select Integrations from the Navigation drop-down list, and click List.
- In the Transaction row of the Document List page, select Actions from the Navigation drop-down list, and click List.
- On the Actions List page, select Submit.
- Click the General tab, and navigate to Approval Sequence and Edit User Approval.
- Click +, enter the Reason Name and Variable Name, and then click Save.
- Select Simple Condition, specify the Attribute Name, Operator, and Attribute Value, and then click Save.
- 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.
- Create a Slack workspace.
- Create a channel to post notifications.
- On your Slack instance, select your workspace.
- Click the workspace name on the left navigation pane, and from the menu that displays, select Create a channel.
- In the Create a channel dialog, enter your channel’s name in the Name field. For example,
#cpq-quote-approval
. - Optionally, enter a suitable description for the channel in the Description field.
- Click Create.
- Add people to your channel.
- On your Slack workspace, select the channel from the left navigation pane to open it.
- Click Add people on the top right of the channel.
- In the resulting Add people dialog, enter names, emails, or user groups of people you want to add in the field provided.
- Click Add.
- Create a Slack App.
- Get the Slack App API credentials.
- Set permissions for your Slack App.