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Sales
Discussion List
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Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac… -
How to configure Activity Feed to Only Display Tasks and Appointments Instead of UpdatesHello Team, Currently we have a requirement, that we would like to display only Tasks and Appointments created for an object (let us take opportunities as an example) in… -
Add a button to the Redwood account edit screenContent (please ensure you mask any confidential information): I have the following question. I am currently using a Redwood account. I would like to make the following …
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Error in Manage Adaptive Search After Deleting Lookup in Setup and MaintainI recently deleted a lookup from Setup and Maintain, but now when I access Manage Adaptive Search, I encounter the following error: And we cannot create same lookup agai…
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Configure LOVs for Channel Type field in outlookSummary: Need to configure the LOVs for the Channel Type field in CX Sales Outlook plug-in Content (please ensure you mask any confidential information): Whenever we sch…
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Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or… -
How to configure the Activity panel and subview to show only activities excluding historical data?Summary: In the Activities panel and its subview, the system is currently displaying all historical activity records and notes. We want the panel and subview to display …
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Can we able to call the Object function of Application Composer's custom object in postmanSummary: Hi Developers, Is there any way to call the Object function or Object trigger in postman, my aim is to create the data in the Application composer's custom obje… -
How does one go about searching/querying an Interaction record by Name/Title?Summary: We have launched the Redwood experience & have also enabled the Redwood Side Panel for Outlook O365. Interaction records are getting created successfully for th… -
Is it possible to remove unwanted filter and manage column options from Redwood UiHello Team, As we are transitioning from Sales Classic to Redwood, our group noticed that the filter lists in the sales objects include a lot of options users don’t real…
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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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Activities in Redwood are not visible.Summary: Activities in an account are not visible Content (please ensure you mask any confidential information): I have the activities object deployed in accounts. But t… -
How we can set default search as All Product under asset mass record updateSummary: We have to set the Product search by default as a All product under the Asset Tab in mass update action. Navigation → Sales → Assets → Select multiple Asset → U…
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Oracle Fusion Applications - Upcoming Exception Migration to Identity and Access Management (IAM)Summary: Hi, We have received the following notification: “Oracle Fusion Applications: upcoming migration of exceptions to Identity and Access Management (IAM)” indicati… -
Groovy to copy account industry to opportunity custom FCLSummary: Is it possible to use groovy script to copy the industry to opportunity's account to a custom FCL industry field in Opportunity ? Content (please ensure you mas…
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CX Picker: help with returning only Active users within the Resource objectHello, I'm currently attempting to configure the CX Picker 'OwnerPickerTemplate', so that it only returns 'Active' system users from the Resource object. However, I'm st…
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Is there a way to obtain the following information how is the Parent Account field "structured"?Summary: Is there a way to obtain the following information: how is the Parent Account field "structured"? How is the parent-child relationship established in Account? I… -
CX Sales Mobile opportunity products recurrency shows as multiple productsSummary: In Sales Mobile, the product recurrency shows up as multiple products instead of one product with a recurrency. How can we have a view similar to SUI, where use… -
Allow non-Admin roles to edit Account Profile fields (Granular Field Security)Summary: I am facing a challenge regarding Role-Based Access Control (RBAC) and field editability on the Account/Customer Profile page in CX Sales, and I would like to k…
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Can we add custom fields in Email share page for outlook add-inSummary: Content (please ensure you mask any confidential information): How to add custom fields in Email share page for Microsoft 365 outlook add-in Version (include th…
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We need to set the Site Name on the SR create page based on Address SourceSummary: We have a requirement to populate the Site Name on the Service Request create layout based on the Address Source field. However, the Address ID is not available…
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Sorting records in opportunity subview layoutSummary: How can we sort opportunities in an opportunity subview layout(on account) by default in redwood. We have the below requirement: Requirement: Display open oppor…
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic… -
Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. https://videoh…
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NullSummary Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th…
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why is lead assignment not triggering on the first frequency (hourly)In our CX Sales environment, we're seeing that leads are not being assigned at the frequency increment we set. Our frequency is now set to 'hourly', so we expect (and ha…
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…
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REST API to Retrieve info from Manage Geography Hierarchy (HZ_GEOGRAPHIES,HZ_GEOGRAPHY_IDENTIFIERS)Summary: We are looking for a supported REST API to retrieve Country, State details from the Manage Geography Hierarchy in Oracle Fusion. Currently, geography-related da…