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Sales
Discussion List
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M:M Relationship between Standalone custom object and Work Order in Fusion serviceSummary: We have a requirement for which we need to create a standalone custom object and associate it with Work Order. Is it possible in Redwood Fusion Service center ?… -
How to get custom field value for the logged in user in RedwoodSummary: We have a custom field on Resource object. We need the data of this custom field in Action chain for the Logged in user and set it to another custom field in Op…
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Impact of Location Change in Oracle Fusion FinancialsSummary: Hi Oracle Team , Our requirement is to make the following field mandatory in Manage Location for United States Country. Address Line 1, City ,State, Postal Code…
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product image update doesn't trigger product updateSummary: We open a product attach an image and click on "Save and Close". This action doesn't updates the Product at record level and our groovy written for Product upda…
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How to Find a Custom Page Privilege and add to a Custom role assigned to specific usersSummary: We have created a Custom Application Page with Sandbox (Application Composer). User is able to access this custom page only when standard role Custom Objects Ad…
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Get Opportunity Attachments / Get a FileContentshello! We need to get all attachments from opportunity entity from Oracle Sales Cloud. We used the api in order to get the attachments info from an opportunity, this wor…
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Default value setup on Custom FCL field is not showing the default value in RedwoodSummary: We have given default value for few Custom FCL fields which is working fine in current adf pages, when the same fields are used in Redwood, the default values a…
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how to show account's address on the opportunity page or via smart actionSummary: the customer (account) have many address and we need to show these address on the opportunity page itself or via a smart action, how to achieve that? Content (p…
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Configuration Report/Global Search Capability in RedwoodSummary: Configuration Report/Global Search Capability in Redwood Content (please ensure you mask any confidential information): Hi, Is there a way to search across code…
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How to modify navigation list in the footer in Redwood UISummary: We have a different system implemented on the CRM Cloud platform using all Custom objects. We are currently migrating to Redwood UI. Currently the footer with t…
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Partner Name field in Redwood is MandatorySummary: I observed that the Partner Name(PrimaryPartnerOrgPartyName) on Opportunity object is always required. The required check box is unchecked. How could we make it…
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Update checkbox fields based on updation of other field on Contact ObjectSummary: I have one requirement on CX Sales CRM - on Contact Object :- There are three Checkbox type Fields Catalog1_c, Catalog2_c, Catalog3_c now on same page there is …
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F… -
Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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Best Practice to Refresh/List-view Data in Redwood FragmentsSummary: List View Data Update isn't rendering after executing a Smart Action ( without a page refresh ). I tried leveraging the Event Listener: accountsOnAfterSmartActi…
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How to stop an action chain excecution in the middel based on the condtionSummary: I have field on edit layout of opportunity revenue based on the field value a notification is fired when ok is clicked the drawer is closing automatically, is t…
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Blank page appears after logging into new Outlook Add-inSummary: After connecting the new Outlook Add-in, users successfully login but are then shown a blank page instead of the expected interface. Did anybody encounter this …
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Why does autocomplete search results show deleted accounts ?Summary: A user types first few letters of an account name, the autocomplete search offers deleted account in results pop up. Why, how can we cancel this ? Content (plea…
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Custom Extension in Visual Builder - List page rule set not loadingSummary: We have a custom object called ProjectTender. We ran the Extension Generator which created the required .zip file that we imported into Visual Builder: https://…
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
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UI and workflow changes forced in 25B?Hi all, I'm trying to understand how much the workflow, views, & general navigation will change when 25B drops for OSC/CX. I paged through the "Design Thinking Workbook"…
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How Can we Create the Business Plan Panel Under Account Object of RedWoodUISummary: We know that Business Plan will be available soon but we are implementing RedWoodUI for most of the CX Sales object within the next 1-3 months. Account object i…
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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…
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How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
Video: CX Sales and the Microsoft Outlook Add-inVideo: CX Sales and the Microsoft Outlook Add-in Discover how Oracle Sales Generative AI in Outlook Add-In revolutionizes the sales process by bringing AI-powered insigh…
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Is Partner Relationship Management Inclusive of CX Sales or requires any additional licensing.Summary: We want to implemented Partner Relationship Management within CX Sales. We want to understand if this will require us to further acquire any licenses. We may ev…
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Make the territory owner the account ownerSummary: As sales team members have changed, we now have accounts that have multiple team members but they are not supposed to be team members anymore. We implemented te…
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How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
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CX Sales Mobile: Is it possible to show a custom message after a record has been saved?In CX Sales Mobile, I would like to show a custom confirmation message AFTER a record has been successfully created. I was not able to do that using the AfterSave hook a…