To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Isolating View Privilege for "Users and Roles" TileHello, I've been testing different Function Security Policies and Data Security Policies combinations to be able to add only view access in the "Users and Roles" tile to… -
How to add seconds to timestamp in groovy scriptWill would need to validate an opportunity keeping it editable for few seconds, then the sales stage changes into a particular value (after that the opportunity can not …
-
About Approval for Sales OrdersHi I would like to set conditions for switching the approval workflow based on the sales order type. Condition 1 •If the order type is A, a user with role B must approve…
-
Opportunity Revenue line search by Item Number (Product Number)Summary: How can we set Revenue item to search by Item Number instead of Product Name? Content (required): Hi, When we search for product while adding revenue line, we w… -
customer hierarchy not reflecting.Summary: Hi, We have created one customer Hierarchy where once customer is parent and another is child. We have created transactions for both but when we run the report …
-
Automatic emailSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 24D Code Snippet (add any code snippe…
-
How to purge data from HZ_IMP_ERRORS table in Oracle fusion Customer ImportSummary: We are able to purge the customer upload interface table using 'Purge Interface Tables' ESS job by passing the load request id and Import Process as 'Import Tra…
-
How to update Reporting Manager in Users & RolesSummary: In Person Management, the manager change is already completed. However, in Users & Roles, under the Resource Information, the reporting manager is still showing…
-
Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! From the Implementing Redwood Sales video series -
How to run a routine that is scheduled yearly on specific dateWe have a requirement where we need to run the routine on 1st of October every year, but when scheduling routines the start date is not present how do we acheive this
-
How to add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the…
-
Retrieving Schedule Frequency Details for ESS Jobs Scheduled via REST APIAfter scheduling an ESS job using the REST API, we need to obtain the schedule frequency details for that particular job. We can utilize the "Get Job Request Information…
-
How to Increase Session Timeout in Oracle Fusion?Summary: The session timeout seems to be triggered prematurely, which disrupts long-running processes. I want to know if there is a way to increase the session timeout d…
-
How to upload bulk customer data through soap payload into fusionSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
We have a requirement to store email addresses in the Global or Context DFF with email validationSummary: We have a requirement to store email addresses in the Global or Context DFF. Could you please guide us on how to implement email validation, such as ensuring th…
-
CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
-
Validation rule in Opportunity Revenue Displays Error For All CasesWe are writing a validation rule to indicate that Quantity cannot be in decimal and Unit Price cannot be below Zero while adding a product. The script is written in Oppo…
-
Granting guest user access to a folder in catalogueSummary: Hi Team, I want to provide guest user access to one folder in catalogue so that user can access the BIP report in that folder without logging in into CX. I trie…
-
REST APIs for Field Change History in Redwood Sales Activity PanelSummary: In Redwood Sales » Opportunity » Activities Panel shows the field changes of the record. do we have APIs separately for Redwood Sales Change history? we have th…
-
Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
-
Can we use partner contacts as Customer Contacts in CX sales?Please let us know if contacts created as partner contacts can be used as a customer contact or not.
-
Generate Win StoryHi, I have create in Sandbox enabling Yes for both Generate Account Description and Generate Win Story and published . In Accounts I am able to find the Send Email actio… -
Video - Troubleshooting your Redwood Sales ExtensionTroubleshooting your Redwood Sales Extension: When all doesn't go as planned, where can you look for clues? This shows some of the troubleshooting options you'll need to…
-
Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series
-
Activity NotificationSummary: Hello, I am trying to figure out to add a field in the notification i'm receiving when an activity is created. I want to add 2 fields that are populated on the …
-
Data Import - Customer Profile not in List of Supported EntitySummary Data Import to load customers no option for the customer profile to be loaded from the templateContent Using Data Import to load customers for Open AR invoice lo…
-
Redwood/VBS - how to query by date?Summary: Hello! I am attempting to query by date inside a template using the query function on my fragment. I've tried all of the date formats that I can think of, with …
-
is there a tool to convert classic UI layout to Redwood UI?Summary: we are trying to utilized the redwood UI and we are customizing its layout based on the current classic UI layout, right now we are re-creating the layout in VB…
-
SLA APIs time response Oracle CX Sales & ServicesSummary: I need to know the SLA for API calls to the Oracle CX Sales & Services Content (please ensure you mask any confidential information): The architecture team is e…
-
How to create Foldout panel and subview on Standard Object with M2M relationship with Custom ObjectSummary: Hi, We need to set up a foldout and subview on the Account object, establishing a many-to-many relationship with a Custom Object. However, we're unable to find …