Configuration
Discussion List
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The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…Seshadri Vijayaraghavan 28 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales -
Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series -
Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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Can you expose a custom object along with associated fields on mobile app?Summary: We have custom Object called Flags and a field called Flag Categories. I want to know if I can add that custom object to the Around Me filters for the mobile ap…
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How to customize the template for standard appointment email notification?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to customize or configure the template for standard appointmen… -
Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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How to limit mobile number field to take only 10 digits in Contact Object under Fusion Sales ??In Contact Object under Fusion Sales Cloud. How to put a limit on mobile number field to take only 10 digits only. not more not less, Exact 10. -
Contact details not showing in Lead, Opportunities, Account etc after instance refresh.After customer refreshed the instance, we are facing issue in contact details not showing in Lead, Opportunities, Account etc. Can anyone advise how to fix this issue?.
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When a DCL is created that is linked to the Address object, the Address Site Number is showingSummary: When a DCL is created and linked to the Address object, the Address Site Number is displayed in the input box instead of the actual Address. The requirement is …
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How to make some values of Fixed choice list system selectable but not user selectable.Summary: How to make some values of Fixed choice list system selectable but not user selectable. For e.g. if a choice list have values 0, 1, 10, 50, 100 then 0 and 100 s…
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Create a Note under Contact/Account object using custom field from custom object in CXHi Team, Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx. Detailed Explanation:- We have "Remark" …
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how to make field required only in Sales CloudSummary: We have a requirement where one of the fields (Industry) needs to be made mandatory in the Sales application but should remain optional in ERP. We tried the fol…
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Bell Notification not clickable on Sales Account Resource ObjectWe implemented a bell notification on Sales Account Resource object. Whenever a new resource is added to Account team, the user should be notified via bell notification.…
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Install Base Asset Classic UIHi All, In Classic UI, we are trying to create Install Base Assets under Accounts, but the "Create" button is currently greyed out. Could you help us understand why this…
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How to avoid matching certain Source systems with each other records in CDM?Consider, i have 4 different Source Systems - NASC,NASC_BILL, EUSC and EUSC_BILL. Based on our business need NASC_BILL and EUSC_BILL should not match with the other sour…
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Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
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What permissions or privileges are required to make a REST request for a custom objectSummary: I neet make REST Request for Custom Object in Oracle Fusion Content (please ensure you mask any confidential information): I've created a custom object called X…
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How to change number format to remove spacesHello, I would like to remove the spaces in the number format of CX Sales: Ex: I have 2 999. I would like to have 2999. I can choose among multiple number formats (in Ge…Justine BONDIL - Oracle-Oracle 34 views 2 comments 0 points Most recent by Justine BONDIL - Oracle-Oracle Sales
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Integration between eloqua and sales for contactsSummary: Eloqua automatically logs a contact's interactions. To retrieve the interaction data from contacts in Eloqua, is there an OOTB integration or do we need to crea…Shiva Kumar Bandaru 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How to hide/throw an error when we have a particular value for an Identifier type?Hello Team, Is there a way to hide a certain identifier type from CDM UI? or else is it possible to throw an error if we select a particular identifier type? For Example…Harshini Amancha 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Create DCL on Opportunity from Custom ObjectSummary: We have a custom text field on a custom object called Premise. We would like to create a DCL on the Opportunity object where the user could select values from t…
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How to alphabetical order the list of values at the moment to cancel sales order line?When I try to cancel sales order line I can see the list of values without order in the field "Cancellation Reason". How to alphabetical order the list of values in this…
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Why isn't my dynamic choice list custom field showing in my Outlook add-in?I created a custom field in Sales (Dynamics 365) with a dynamic choice list, but it's not appearing in my Outlook add-in. I've checked that the field is properly configu…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
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How to add scroll bar to a custom sub view in redwood sales?I’m currently working with Redwood Sales and am trying to implement a custom sub view. I need to ensure that when the content inside this sub view exceeds a certain heig…
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Corporate currency conversion in OTBI reportSummary: We have multi currency enabled in application. In the Opportunity UI user's select the currency as required and go through the pipeline process to book/close op…
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How to display attachment in DOR if its stored in Talent Profile in Oracle Fusion Cloud Instance?Summary: The user's degree attachment is in the talent profile, and I want to display that degree attachment in the document of record. For example, as soon as the user …Fareeha Altaf 26 views 1 comment 0 points Most recent by DarleneM-Oracle Recruiting, Opportunity Marketplace
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Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…Lavu Kalyan Chakravarthi 22 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
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Make Read Only a Custom Attribute CX SalesA custom field is there 'Digital Priority' ( Fixed Choice LOV TYpe) Client wants to make it Read Only and also want to update weekely via bulk import using CSV File Impo…
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Will the currency conversion rate get updated in lost and won opportunities?Summary: I have updated the currency rates for November month and see open opportunities updated as expected, but rates are not being updated in lost and won opportuniti…