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Sales
Discussion List
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API to create csustomer profile at Party LevelSummary: I'm looking for a webservice to create a customer profile at Party Level. There may be cases where I won't be having any account/ customer account id hence I ne… -
Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series -
Remove CX Sales app QR from Home pageSummary: How can we remove the CX Sales App QR Code from Home page on News and Announcements Section? Content (please ensure you mask any confidential information): Hi E…
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Can you automatically attach a CPQ Quote to an Opportunity?We are looking to automatically have the CPQ Quote attached to it's Opportunity. We'd like a copy of the PDF quote that's generated to be added as an attachment to the O… -
can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
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Data not updated in HZ_LOCATION tableIs there a way to update data in HZ_LOCATION table. We have data in HZ_GEOGRAPHIES, but not in HZ_LOCATION. Is there an issue with the privilege ? Note: We ran the ESS j… -
Error while creating CustomerProfile Attribute PartyId in view object OrganizationParty can't be setSummary: I'm trying to create Customer Profile using SOAP webservice. I'm getting Error while creating CustomerProfile 'JBO-27008: Attribute PartyId in view object Organ…
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What roles are necessary for manage daily rates?Summary: Hi, Which role is necessary for the user to be able to create daily rates in spreadsheet? The user that will be updating the daily rates is NOT a setup user, bu… -
Not Able to Update Customer Contact Point via REST APISummary: Why Contact Point REST API /crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint only works for some PartyNumber? Content (required): **…
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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Can we create a custom Scheduled Process in CX Sales and Service Fusion ?Summary: We want to create a custom Scheduled Process Job with our own condition and logic so is it achievable in CX Sales and Service Product ? Content (please ensure y…
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getting 403 forbidden error when trying fetch incentive compensation participant detailsI'm getting 403 forbidden when I'm trying to fetch the participant details via /fscmRestApi/resources/11.13.18.05/incentiveCompensationSearchPayees REST API
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how can we restrict territory visibility to territory team members/OwnersSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Redwood: Revenue Schedule is not having Grand Total for quantity and Amount like Classic UISummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Microsoft 365 plugin to Create OpportunitySummary: We are currently using the Oracle CX Sales Microsoft 365 ad-in/plugin and we've been advised that we HAVE TO upgrade as part of 25B. This is unfortunate since w…
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…
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Redwood UI : Need to Enable Create Contact Action from Create Account within Opportunities PageSummary: In the implementation, navigating to the opportunities create or edit page, there is a dcl on Accounts which also has a "Create Account " action We can Create A…
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Redwood Fragments(CX-Sales) - Add and configure Fields to Single Field Update Search ListIs there a way to add OOTB/Custom Fields to the Contact Object: Single Update Field Search List We cannot perform the following actions for OOTB/Standard contact fields …
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OTBI Agent does not send out an emailSummary: We have a daily agent which sends an email with an excel file attachment. The agent run successfully daily until a week ago, when running the agent we can see t…
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Contact and Account Merge in Fusion SalesSummary: Is contact/account merge only available if you hace Customer Data Management? Content (please ensure you mask any confidential information): We are trying to me…
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What is causing this error when adding filter on DCL field in app composer?Summary: Need to add filter for an existing DCL field but it is encountering this error What could be done on this error? Content (please ensure you mask any confidentia…
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Request Account Assignment process not assigning territories to partnerSummary: We have created a child territory of "Partner" type under Parent Territory of "Prime" type. We also added some partner accounts as inclusions and then we ran th…
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Video: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series
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Enable audit on HZ_LOCATION tableSummary: Hi, we neeed to enable audit on HZ_LOCATION table (currently HZ_LOCATION_ table is empty, so with current audit configuration is not enabled) to record changes … -
On the Redwood Lead convert page, how can we default a DCL fieldSummary: We have custom DCL field on Lead object which will be defaulted using groovy script in Standard UI. The same script is not working on Redwood pages. So, we woul…
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Saved Search role restriction for external usersHello Team, When we go to any object and select "Manage Saved Searches," there's an option under the workspace list called "Shared With." Here, we can choose specific ro…
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Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a… -
Filter Criteria is not working on Adaptive searchSummary: I’m currently facing an issue while working with the Adaptive Picker I’ve added a filter criteria in the template, where I'm trying to reference the value from …
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How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi…
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Is it possible to display a multi select choice list as a bunch of checkboxes in Redwood Sales?Has anyone been able to display a multi select choice list as a bunch of checkboxes? I have a list that is a bit long and rather have the user scroll through the list, I…