Oracle On Demand: Enable Book and Subbook Filtering

By default, when a Riva Cloud or Riva On-Premise connection to Oracle On Demand is created and a sync policy is saved, items synced by Riva are filtered by ownership based on Oracle books for all modules. That behaviour can be changed to suit your purposes.

Riva can be configured to

• Disable filtering by books.
• Enable filtering by books for only certain modules.
• Enable filtering by subbooks: all modules or only certain modules.
• Disable filtering by subbooks.

Implementation for Riva Cloud

• Contact the Riva Success Team.

Implementation for Riva On-Premise

Filter by books

The custom options to enable or disable filtering by books can be applied to the sync policy or CRM connection. Custom option keys applied to the sync policy override the default filter and any custom option filters applied to the CRM connection.

OracleOnDemand.FilterOwnerByBook = true / false (Set for all modules. The default setting is true. To disable, set the key to false.)

OracleOnDemand.FilterOwnerByBook.[Module] = true / false

OracleOnDemand.FilterOwnerByBook.Contact
OracleOnDemand.FilterOwnerByBook.Lead
OracleOnDemand.FilterOwnerByBook.Appointment
OracleOnDemand.FilterOwnerByBook.Phone_Call
OracleOnDemand.FilterOwnerByBook.Task
OracleOnDemand.FilterOwnerByBook.Case
OracleOnDemand.FilterOwnerByBook.Opportunity

Filter includes Subbooks

The custom options to enable or disable filtering by subbooks can be applied to the sync policy or CRM connection. Custom option keys applied to the sync policy override any custom option filters applied to the CRM connection.

OracleOnDemand.IncludeSubBooks = true / false (Set for all modules. The default setting is false. To enable, set the key to true.)

OracleOnDemand.IncludeSubBooks.[Module] = true / false

OracleOnDemand.IncludeSubBooks.Contact
OracleOnDemand.IncludeSubBooks.Lead
OracleOnDemand.IncludeSubBooks.Appointment
OracleOnDemand.IncludeSubBooks.Phone_Call
OracleOnDemand.IncludeSubBooks.Task
OracleOnDemand.IncludeSubBooks.Case
OracleOnDemand.IncludeSubBooks.Opportunity

Applies to

• Riva Cloud for Oracle On Demand.
• Riva On-Premise 2.4.30 or higher for Oracle On Demand, for filtering that includes subbooks by module.