Configuration
Discussion List
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 … -
BICC - Behaviour on migrations and version upgradesHi, We have some questions about BICC. When migrating the environment, are the jobs, offerings, data store, etc., available in production? Or do we have to create them m…arin innovation 23 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf…
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Opportunity edit layout not getting defaulted as per assigned roleSummary: We have coped the opportunity page layout for another BU and new custom role is created and that layout is VBS, now login with user having that particular role … -
Order stuck in Reservation taskSummary: We routinely have sales order lines that get stuck in Order Orchestration paused/locked . They hit our Reservation task and they get caught there with a "Change…
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Am facing error while creating in contact in redwoodSummary: Am facing error while creating in contact in redwood. Error Message : You must enter either the first name or last name or both for a person. (HZ-120071) Conten…
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CX Sales Mobile Script get related object fieldsSummary: We need to get a value from a related object. How to achieve that? Content (please ensure you mask any confidential information): In Opportunity, On Edit event,… -
Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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copy sandbox to other instanceSummary: 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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Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat…
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Is it possible to change the default sorting of a subtab?Hello, We need to change the default sorting of a standard subtab on Service Request object page. In the service request object there is a subtab in which the contacts o…
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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Send Attachments via Email Notification for Specific ActivityHello, Currently, we have a process where we send an email notification (via Object Workflow) for a specific Activity related to an Opportunity. Now, we want to also inc…
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_hdg0pttk/uiConfId/35965902
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How do we get dynamic link for AR to associate Account?Summary: From account we are providing a link to open that account in AR , but the link in manage customers is not dynamic for different accounts and also its the same l…Tanvi Dappili-Oracle 38 views 2 comments 0 points Most recent by Tanvi Dappili-Oracle Receivables & Collections
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How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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Table that stores Real-time cleansing ResultsSummary: Hello Team, When we run the data verification address batch job, I understand that all results are stored in the ZCH_CLNS_LOC_RESULTS table along with their bat…
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Custom DCL field Product Group is not working in Redwood UISummary: Created a custom DCL field Product Group, but in Redwood UI, the drop-down list is always blank/doesn't work. Content (please ensure you mask any confidential i…
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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How to Add CRM Contacts Under Accounts in Account Receivables?Summary: Can anyone share how we can add CRM contacts under Accounts in Account Receivables? Currently, when we add contacts in CRM, they sync to AR and are added at the… -
Enable Default Filter Configuration for Change History Tab in Fusion SalesSummary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Oppo…
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Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you …
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How can I make Home address and Mailing addresses required in HCM?Summary: We have a business requirement that states: Each employee is required to have ONE Home Address and ONE Mailing Address. Each one serves a different purpose. Whe…Jason Cushing 14 views 1 comment 0 points Most recent by Dhilipkumaar-Oracle Human Capital Management -
How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact…
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Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i…
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cannot add box to a layout through page composerSummary: cannot add box to a layout through page composer in a sandbox. Content (please ensure you mask any confidential information): We are trying to add a webpage ont…
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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… -
Notification to Lead OwnerHi, When an appointment or task is created under activity the email notification and bell notification goes to owner rather need to go to lead owner. How can this be con…