Search Results service request tasks
The JTF_IH_ACTION_ITEMS_B
table is a critical component within Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2, specifically designed to support the Interaction History (IH) module of the Oracle Customer Relationship Management (CRM) suite. This table serves as the foundational entity for storing action items related to customer interactions, ensuring that service requests, follow-ups, and other customer-centric activities are systematically recorded and managed. Below is a detailed analysis of its structure, functionality, and integration within Oracle EBS.
Table Overview
TheJTF_IH_ACTION_ITEMS_B
table is part of the JTF
(Java Transaction Framework) schema, which underpins the Interaction History module. It stores metadata and transactional data for action items generated during customer interactions, such as calls, emails, or service requests. The table is typically joined with its companion table, JTF_IH_ACTION_ITEMS_TL
(for translatable descriptions), to provide comprehensive action item details in multiple languages.
Key Columns and Their Significance
The table includes several critical columns that define the lifecycle and attributes of action items:- ACTION_ITEM_ID: Primary key, uniquely identifying each action item.
- INTERACTION_ID: Links the action item to a specific customer interaction stored in
JTF_IH_INTERACTIONS
. - ACTION_CODE: Defines the type of action (e.g., "FOLLOW_UP," "ESCALATE").
- STATUS_CODE: Tracks the current state (e.g., "OPEN," "CLOSED," "PENDING").
- PRIORITY_CODE: Indicates urgency (e.g., "HIGH," "MEDIUM," "LOW").
- START_DATE and END_DATE: Define the actionable timeframe.
- CREATED_BY and LAST_UPDATED_BY: Audit columns capturing user IDs for creation/modification.
Functional Role in Oracle EBS
The table integrates with Oracle CRM modules, particularly Service, Marketing, and Telephony, to ensure seamless tracking of customer interactions. For example:- Service Requests: Action items may represent follow-ups or resolutions linked to
CS_INCIDENTS_B
. - Campaign Management: Marketing teams use action items to track responses or follow-ups from campaigns.
- Workflow Automation: The table feeds into Oracle Workflow to trigger notifications or approvals.
Technical Considerations
In EBS 12.1.1 and 12.2.2, the table adheres to Oracle’s Multi-Org and Flexfield standards:- Multi-Org: Data is partitioned by
ORG_ID
to support multiple operating units. - Descriptive Flexfields (DFFs): Custom attributes can be appended to the table for industry-specific extensions.
Performance and Indexing
To optimize query performance, Oracle recommends indexing key columns likeACTION_ITEM_ID
, INTERACTION_ID
, and STATUS_CODE
. Partitioning by date ranges (START_DATE
) is also common for large-scale deployments.
Conclusion
TheJTF_IH_ACTION_ITEMS_B
table is a pivotal element in Oracle EBS CRM, enabling systematic tracking and management of customer interaction workflows. Its design ensures scalability, auditability, and integration with broader EBS modules, making it indispensable for organizations leveraging Oracle’s CRM capabilities in versions 12.1.1 and 12.2.2.
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Lookup Type: JTF_AM_DOCUMENT_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: JTF_AM_DOCUMENT_TYPE , description: List of document types supported by AM ,
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Lookup Type: JTF_AM_DOCUMENT_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: JTF_AM_DOCUMENT_TYPE , description: List of document types supported by AM ,
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Lookup Type: JTF_BRM_WF_ITEM_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: JTF BRM WF ITEM TYPE , description: Workflow item types as used by the Business Rule Workbench ,
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Lookup Type: JTF_BRM_WF_ITEM_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: JTF BRM WF ITEM TYPE , description: Workflow item types as used by the Business Rule Workbench ,
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Lookup Type: JTF_TERR_RSC_ACCESS_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: Territory Resource Access Type , description: Territory Resource Access Type ,
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Lookup Type: JTF_TERR_RSC_ACCESS_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: Territory Resource Access Type , description: Territory Resource Access Type ,
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Lookup Type: JTF_TERR_QUAL_TYPES
12.1.1
product: JTF - CRM Foundation , meaning: Territory Qualifier Types , description: Territory Qualifier Types ,
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Lookup Type: JTF_TERR_QUAL_TYPES
12.2.2
product: JTF - CRM Foundation , meaning: Territory Qualifier Types , description: Territory Qualifier Types ,
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Lookup Type: JTF_OBJECT_USERS
12.1.1
product: JTF - CRM Foundation , meaning: JTF_OBJECT_USERS , description: Users for Objects defined in JTF_OBJECTS ,
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Lookup Type: JTF_OBJECT_USERS
12.2.2
product: JTF - CRM Foundation , meaning: JTF_OBJECT_USERS , description: Users for Objects defined in JTF_OBJECTS ,
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Lookup Type: ACTION_ITEM_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: ACTION ITEM TYPE , description: An item upon which an act can occur. Example: Order; Quote; Service Request; etc. ,
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Lookup Type: ACTION_ITEM_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: ACTION ITEM TYPE , description: An item upon which an act can occur. Example: Order; Quote; Service Request; etc. ,
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Lookup Type: JTF_BRM_OBJECT_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: JTF BRM OBJECT TYPE , description: Objects as used by the Business Rule Workbench ,
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Lookup Type: JTF_BRM_OBJECT_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: JTF BRM OBJECT TYPE , description: Objects as used by the Business Rule Workbench ,
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Lookup Type: BRM_OBJECT_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: BRM OBJECT TYPE , description: Objects as used by the Business Rule Workbench ,
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Lookup Type: BRM_OBJECT_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: BRM OBJECT TYPE , description: Objects as used by the Business Rule Workbench ,
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Lookup Type: BRM_WF_ITEM_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: BRM WF ITEM TYPE , description: Workflow item types as used by the Business Rule Monitor ,
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Lookup Type: BRM_WF_ITEM_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: BRM WF ITEM TYPE , description: Workflow item types as used by the Business Rule Monitor ,
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Lookup Type: JTF_IH_PURGE_OBJ_AI_MAP
12.1.1
product: JTF - CRM Foundation , meaning: IH object to Action Item purge mapping ,
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Lookup Type: JTF_IH_PURGE_OBJ_AI_MAP
12.2.2
product: JTF - CRM Foundation , meaning: IH object to Action Item purge mapping ,
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Table: JTF_IH_ACTION_ITEMS_B
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_IH_ACTION_ITEMS_B, object_name:JTF_IH_ACTION_ITEMS_B, status:VALID, product: JTF - CRM Foundation , description: An item upon which an act can occur. Example: Order, Quote, Service Request, E-Mail, Phone Call. , implementation_dba_data: JTF.JTF_IH_ACTION_ITEMS_B ,
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Table: JTF_IH_ACTION_ITEMS_B
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_IH_ACTION_ITEMS_B, object_name:JTF_IH_ACTION_ITEMS_B, status:VALID, product: JTF - CRM Foundation , description: An item upon which an act can occur. Example: Order, Quote, Service Request, E-Mail, Phone Call. , implementation_dba_data: JTF.JTF_IH_ACTION_ITEMS_B ,
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Lookup Type: JTF_NOTE_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: JTF_NOTE_TYPE , description: Note types ,
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Lookup Type: JTF_NOTE_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: JTF_NOTE_TYPE , description: Note types ,
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Lookup Type: JTF_TASK_UWQ_LABELS
12.1.1
product: JTF - CRM Foundation , meaning: Labels Used by UWQ Tasks Extension , description: These labels are passed to UWQ for various reasons related to extending UWQ to see Tasks as a work type. ,
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Lookup Type: JTF_TASK_UWQ_LABELS
12.2.2
product: JTF - CRM Foundation , meaning: Labels Used by UWQ Tasks Extension , description: These labels are passed to UWQ for various reasons related to extending UWQ to see Tasks as a work type. ,
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Lookup Type: CAC_VIEW_PREF_ITEMS
12.2.2
product: JTF - CRM Foundation , meaning: Calendar: Calendar Items , description: This is used to show the items in the General Preference page ,
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Lookup Type: CAC_VIEW_PREF_ITEMS
12.1.1
product: JTF - CRM Foundation , meaning: Calendar: Calendar Items , description: This is used to show the items in the General Preference page ,
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Lookup Type: CAC_VIEW_PREF_DETAIL_HEADER
12.1.1
product: JTF - CRM Foundation , meaning: Calendar: Calendar Items Details Header , description: This is used to show the dynamic header text at the detail item setting region in the General Preference page ,
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Lookup Type: CAC_VIEW_PREF_DETAIL_HEADER
12.2.2
product: JTF - CRM Foundation , meaning: Calendar: Calendar Items Details Header , description: This is used to show the dynamic header text at the detail item setting region in the General Preference page ,
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View: JTF_TASK_UWQ_ALL_REF_V
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_TASK_UWQ_ALL_REF_V, object_name:JTF_TASK_UWQ_ALL_REF_V, status:VALID, product: JTF - CRM Foundation , description: This view is used to get all the open tasks and assignments except that source object type is appointment or task type is escalation. , implementation_dba_data: APPS.JTF_TASK_UWQ_ALL_REF_V ,
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View: JTF_TASK_UWQ_ALL_REF_V
12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_TASK_UWQ_ALL_REF_V, object_name:JTF_TASK_UWQ_ALL_REF_V, status:VALID, product: JTF - CRM Foundation , description: This view is used to get all the open tasks and assignments except that source object type is appointment or task type is escalation. , implementation_dba_data: APPS.JTF_TASK_UWQ_ALL_REF_V ,
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Lookup Type: JTF_SEARCH_CATEGORIES
12.2.2
product: JTF - CRM Foundation , meaning: lookup type meaning , description: lookup type desc ,
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Lookup Type: JTF_SEARCH_CATEGORIES
12.1.1
product: JTF - CRM Foundation , meaning: lookup type meaning , description: lookup type desc ,
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Table: JTA_TASK_EXCLUSIONS
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTA_TASK_EXCLUSIONS, object_name:JTA_TASK_EXCLUSIONS, status:VALID, product: JTF - CRM Foundation , description: Stores the information of tasks/appointments excluded from a repeating series. , implementation_dba_data: JTF.JTA_TASK_EXCLUSIONS ,
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Table: CAC_SR_OBJECT_CAPACITY
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.CAC_SR_OBJECT_CAPACITY, object_name:CAC_SR_OBJECT_CAPACITY, status:VALID, product: JTF - CRM Foundation , description: This table is used to store availability summary. This includes (Schedules - Exception - Tasks) , implementation_dba_data: JTF.CAC_SR_OBJECT_CAPACITY ,
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Table: JTA_TASK_EXCLUSIONS
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTA_TASK_EXCLUSIONS, object_name:JTA_TASK_EXCLUSIONS, status:VALID, product: JTF - CRM Foundation , description: Stores the information of tasks/appointments excluded from a repeating series. , implementation_dba_data: JTF.JTA_TASK_EXCLUSIONS ,
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Table: CAC_SR_OBJECT_CAPACITY
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.CAC_SR_OBJECT_CAPACITY, object_name:CAC_SR_OBJECT_CAPACITY, status:VALID, product: JTF - CRM Foundation , description: This table is used to store availability summary. This includes (Schedules - Exception - Tasks) , implementation_dba_data: JTF.CAC_SR_OBJECT_CAPACITY ,
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Lookup Type: JTF_RS_ROLE_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: Resource Role Type , description: This is used to define all the roles which can be assigned to a resource. ,
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Lookup Type: JTF_RS_ROLE_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: Resource Role Type , description: This is used to define all the roles which can be assigned to a resource. ,
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Lookup Type: JTF_RS_USAGE
12.2.2
product: JTF - CRM Foundation , meaning: JTF_RS_USAGE , description: JTF_RS_USAGE ,
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Lookup Type: JTF_RS_USAGE
12.1.1
product: JTF - CRM Foundation , meaning: JTF_RS_USAGE , description: JTF_RS_USAGE ,
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Table: CAC_SYNC_MAPPINGS
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.CAC_SYNC_MAPPINGS, object_name:CAC_SYNC_MAPPINGS, status:VALID, product: JTF - CRM Foundation , description: Each line includes sync server and sync client mappings for each for appointments, tasks and contacts , implementation_dba_data: JTF.CAC_SYNC_MAPPINGS ,
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Table: CAC_SYNC_MAPPINGS
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.CAC_SYNC_MAPPINGS, object_name:CAC_SYNC_MAPPINGS, status:VALID, product: JTF - CRM Foundation , description: Each line includes sync server and sync client mappings for each for appointments, tasks and contacts , implementation_dba_data: JTF.CAC_SYNC_MAPPINGS ,
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Table: CAC_SYNC_ANCHORS
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.CAC_SYNC_ANCHORS, object_name:CAC_SYNC_ANCHORS, status:VALID, product: JTF - CRM Foundation , description: Stores general information about the last anchor date when sync was done for appointments/tasks/contacts , implementation_dba_data: JTF.CAC_SYNC_ANCHORS ,
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Table: CAC_SYNC_ANCHORS
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.CAC_SYNC_ANCHORS, object_name:CAC_SYNC_ANCHORS, status:VALID, product: JTF - CRM Foundation , description: Stores general information about the last anchor date when sync was done for appointments/tasks/contacts , implementation_dba_data: JTF.CAC_SYNC_ANCHORS ,
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Table: JTF_TASK_DEPENDS
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TASK_DEPENDS, object_name:JTF_TASK_DEPENDS, status:VALID, product: JTF - CRM Foundation , description: JTF_TASK_DEPENDS stores the dependency information between the two tasks. , implementation_dba_data: JTF.JTF_TASK_DEPENDS ,
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Table: JTF_TASK_DEPENDS
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TASK_DEPENDS, object_name:JTF_TASK_DEPENDS, status:VALID, product: JTF - CRM Foundation , description: JTF_TASK_DEPENDS stores the dependency information between the two tasks. , implementation_dba_data: JTF.JTF_TASK_DEPENDS ,
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Lookup Type: JTF_TERR_SOURCES
12.1.1
product: JTF - CRM Foundation , meaning: Territory Sources , description: Territory Sources ,
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Lookup Type: JTF_TERR_SOURCES
12.2.2
product: JTF - CRM Foundation , meaning: Territory Sources , description: Territory Sources ,