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Sales
Discussion List
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How can we get Account Financial Performance to be visible from Oracle CX Sales Account Profile Tab?Is it possible to display invoices and total billed revenue on an account in Oracle from the Profile tab. Margin performance would also be an important piece of informat… -
Install base Asset sub view in AccountSummary: Not able to manage/customize(asset's sorting) the Install base Asset sub tab in Account Content (please ensure you mask any confidential information): We have e…
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Standard CX Actions in Action chainsSummary: When looking at documentation and playbooks, we sometimes see that there are actions within action chains under a "CX Service" section. They include some standa…
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Field trigger is not working in Redwood UISummary: we have a lot of field trigger functions used in our system and unfortunately it is not working properly in redwood. example we have field 1 and field 2, when u…
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ワークスペースの表示期限についてワークスペースにはすべてのデータが表示されるのではなく、更新日から何か月とかいう条件が有るのでしょうか？ その条件は、どのようなものですか？ 条件を変更することは出来るの… -
Object function not invoked from object workflow when condition is satisfiedSummary: We are trying to insert record in custom object via object workflow where we used Object Function.When we added runtime messages in workflow condition,we can se…
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On Email Template, referencing a field from a different ObjectOn an email template for a custom object in CX SALES. I wanted to know if it were possible, on the email body, to reference a field from the account object that does not…
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How to Change the Name of a new Outlook Add-inSummary: While deploying the manifest for a new Outlook Add-in in Microsoft Azure, we initially used a different name for the ribbon. We've since updated the name both i…
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
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Decommission of SaaS and PaaS ApplicationsSummary: Are there any steps or process required when decommission of SaaS and PaaS Applications -
How to update a resource record field for a partner user through file import?Summary: How to update a resource record field for a partner user through file import? we have a use case to update a custom field on Resource record. We were able to up… -
can we use a different address format for HCM -ERP for same country?Summary: In an HCM implementation project where ERP will be implemented later, is it possible to set different address formats? ERP has specific requirement which differ…
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Not able to see "Resource" option enabled on Related Object in "ERP and SCM Cloud" custom objectsHi Team, We are trying to show the resource names in a Dynamic Choice list. We have created a custom object under "ERP and SCM Cloud" application, when we try to map the…
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How to customize colours in Sales DashboardSummary: You can add contents in the Sales Dashboard by Express Reports or OTBI Anlysis. In both cases I can't find a way to customize the colours of the graphs. Is ther…
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Unable to collapse page sections on Edit Page layoutsSummary: Unable to collapse page sections on Edit Page layouts: On Opportunity Edit page we have more than 30 fields and have been grouped but we are unable to format th… -
Audit Trail Panel in the Redwood for Audit History CapturingSummary: The Current Client has an Expectation to view the Panel in the Account, Contact, Lead and Opportunity 360*/ Summary Page with the Panels to have a separate Pane…Rakesh Balakrishnan 62 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle -
Redwood: Cannot find Rest Resource to fetch Business Unit Id in Visual Builder StudioSummary: Cannot find Rest Resource to fetch Business Unit Id of a user in Visual Builder Studio. I tried using oracle_cx_serviceUI:resourceUsers/getall_resourceUsers' wi…
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HR Helpdesk ApprovalContent Hi Team, My customer is having a requirement to have a approval whenever employee submits service request from hr helpdesk. For this i have created a custom text… -
CX Sales Mobile - Programmatic Assignment of Lookup Fields Not Behaving Like Manual SelectionI have a script running on the On Create event of the Opportunity object. My goal is to automatically populate the Owner field (PartyName1) with the resource who is crea…
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Not able to use opportunity action createQuote REST. How can this action be used?Summary: We're not able to call REST opportunity action createQuote. How is this action supposed to be used? Content (please ensure you mask any confidential information… -
Activity Number sequence series updateCurrently system is generating Activity Numbers which are contractiding with JDE integrated numbers.. Just a coincidence. So now i need to change formatting of Activity …
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Sort by Sales Stage in Redwood Sales OpportunitiesSummary: It looks like sorting by Sales Stage is not supported in Redwood Sales? In Workspace this is an option and works well. We are building Visualizations for the da… -
Account UniqueName field is by default, combining the AccountName and Suffix.Is there any way to fixSummary: The Account Unique Name field is, by default, combining the Account Name(Organization Name) and Suffix and displaying it on the UI. This is causing some confusi… -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th… -
In Batch operation, can we pass the response of first part of API call to the request of second APISummary: As part of Batch operation, can we pass the response of first part of API call to the request of second part of API call. Content (please ensure you mask any co…
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Oracle Additional Address Attribute ClarificationHi Team, We have a business requirement to load Community data meaning (Autonomous communities data: Andalusia, Aragon, Asturias, the Balearic Islands, the Basque Countr…
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loqate - avoid specific countries for cleansingSummary: Hi Team, We are looking to exclude specific countries from participating in the Loqate process. While I understand that we can add countries to the selection cr…
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Address Validation rules for invalid combinations of country, postal codeSummary: Customer is looking for the geographical code/ values attributes that are used as reference to validate the below combinations Fusion Validation rules for addre…
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How to add more fields in contact duplicate check card?Summary: How to add more fields in contact duplicate check card Hi @John Vakoc-Oracle in contact potential duplicate match we want to show the more field like account in…
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Industry Delete restrictionSummary: There is a customer requirement for the Industry field, where they want to ensure that it remains non-editable. Since making the field non-editable directly is …