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How to Add “Create Proposal” and “View Proposal” Links in your OPERA Cloud

Want to import blocks from OPERA Cloud to Proposales even faster and smoother? Just add custom links to speed things up and simplify your workflow.

Updated today

This guide walks you through enabling customization in OPERA Cloud and adding two Flex Links—Create Proposal and View Proposal—to the Block Presentation page.

Step 1: Enable Customization Mode

Before you begin, make sure your user role includes one of the following permissions in Role Manager:

  • Customize Chain, or

  • Customize Property/Hub

Navigate to Role Manager > Manage Chain/Property Roles > look up your role and double check under Enterprise Admin that the Manage Customizations tickbox is ticked:

For detailed setup instructions, refer to the official Oracle documentation:

Once the required roles are configured, enable customization in OPERA Cloud:

  1. Open the main menu (☰ icon in the top-left corner)

  2. Go to Settings

  3. Choose where your changes should apply:

    • Chain (Global) – applies to all properties

    • Hub/Property – applies only to the current property (e.g., PROPS1)

  4. Click Save

After saving, your session will refresh. You’ll see a “Customizing for (location)” message in the header bar, confirming that customization mode is active.

Step 2: Open an Existing Block

  1. Navigate to Manage Blocks and open any existing block

  2. In the Block Overview, you should now see gear icons in the top-right corner of customizable panels:

Step 3: Add the “Create Proposal” Link

  1. Click the gear icon on the Overview panel to activate customization

  2. Select Add Field → Flex Field → Add Link

  3. Complete the link setup in the pop-up that is appearing:

Property

Value

Text

Create Proposal

Destination

(see below)

Displayed

#{bindings.UDFC15.inputValue != null ? false : true}

Launch URL Mode

New (Browser) tab

Destination URL

For the Destination, click the </> editor button. This opens an editor where you can browse available field bindings. Enter the following URL:

https://secure.proposales.com/new?oracle.blockId=#{bindings.BlockId.inputValue}&oracle.hotelId=#{PageComposerELSb.property}

What these values mean

  • #{bindings.BlockId.inputValue} — the Block ID. Use the </> button to verify the exact binding name.

  • #{PageComposerELSb.property} — global EL binding that resolves to the current property/hotel code (e.g., PROPS1). This allows Proposales to resolve the correct company even if the user is logged into a different one.

Click the Save -Button for your changes to save. Your first link is now in place! 🎉

Step 4: Add the “View Proposal” Link

Repeat the same process to add a second link for viewing already sent proposals in Proposales:

  1. Again, start on the Block Overview panel of any existing block.

  2. Click Add Field → Flex Field → Add Link

  3. Configure the following:

Property

Value

Text

View Proposal

Destination

https://secure.proposales.com/proposals/#{bindings.UDFC15.inputValue}/view

Displayed

#{bindings.UDFC15.inputValue != null ? true : false}

Launch URL Mode

New (Browser) tab

4. Click Save

How it works

  • This link only appears when a proposal already exists

  • It uses UDFC15 to retrieve the proposal ID

Step 5: Exit Customization Mode

  1. Click Close Customize on the block

  2. Return to Settings from the main menu (☰ icon in the top-left corner)

  3. Select Off under Customization

  4. Click Save

Your session will refresh, and customization mode will be disabled.

The Create Proposal and View Proposal links will now appear on the Block Presentation page based on your selected scope (property or chain).

How it works if you have multiple properties in Opera & Proposales

The integration uses the oracle.hotelId parameter to automatically select the correct company in Proposales. This means that from OPERA Cloud, you will be directed to the correct Proposales account for the hotel where you created the block, without needing to switch properties.

Example flow

  1. A user clicks Create Proposal in OPERA Cloud for property PROPS1

  2. The system opens:
    ​ /new?oracle.blockId=123&oracle.hotelId=PROPS1

  3. Proposales matches hotelId=PROPS1 to the correct company

  4. If needed, the user is automatically switched to that company in Proposales

  5. The proposal opens in the correct context

Workflow example with the Create Proposal Link

Once you have created the links, you can use this feature to create your proposals even faster. This it how it works:

  1. Create your block in OPERA Cloud and click on the Create Proposal link

  2. It opens up a new page, where you will be able to choose your template from your library

  3. The block will automatically import into a draft with the chosen template

  4. Complete your proposal if needed and send it to the customer. Done! 🎉

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