Configuration
Discussion List
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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… -
Why Business Unit ID is mandatory in Redwood Sales opportunity creationWe are enabling Redwood Sales. When we are trying to create opportunity in Redwood Sales >> Opportunity page, its asking for Business Unit ID. It was not the case in Cla… -
how to enable search based on custom DCL fields in adaptive searchWe can see there is already a question raised for it, We have enabled custom DCL for search in configure adaptive search but the field is still not showing in search…
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Issue when trying to add same competitor twice to an OpportunitySummary: We have defined Line Of business(FCL) at competitor level and in many occurences one competitor is associated to multiple line of business. And when we select t…
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Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout From the Implement…
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Video: Adding a Notes Panel to Standard Sales ObjectsAdding a Notes Panel to Standard Sales Objects: By default, viewing notes on a standard object in the Redwood sales experience is done via the Show Notes action in a sub…
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Sales Account - Shared Site - How and Where?Hi Oracle Documentation says that multiple customer accounts (within a party) can share the same customer account site. I do not see any options while creating customer …
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User Text Interface does not differentiate label from different objectsSummary: Hi, I need to change a label for a standard field "Primary Contact", only for Opportunity object, in PT-BR, so I though I could use UIT to do that. The problem … -
Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow?Summary: Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow? Content (please ensure you mask any confidential information): …Scott Foos - Sr Manager HR Technology at ADT LLC 13 views 2 comments 0 points Most recent by Scott Foos - Sr Manager HR Technology at ADT LLC Human Capital Management -
How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
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Can we create custom DCL for Country?Summary: Can we create dynamic choice list for Country? Content (please ensure you mask any confidential information): We want to create a dynamic choice list field for …
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). …
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Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl…
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Can we remove contact option from workspace and show contacts only from global searchSummary: Hi Team, As per the requirement, we have to disable contacts from Workspace and provide contact access only from global search. means if user search for the con…
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Is it possible to configure multiple attachment sections with user-based visibility in Sales?Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal support workflo…
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Attachment Limitations and Visibility Control on Account ObjectSummary: Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal suppor…
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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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How to change the submission user for the Adaptive Search periodic refresh task?Hello, The user who was previously executing the periodic refresh for Adaptive Search has had their email and name changed. As a result, we are no longer able to maintai…
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Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …Tim Gruidl 11 views 5 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Video: "On Before Save" Client Side UI ValidationsVideo: "On Before Save" Client Side UI Validations In the Redwood user experience for the Sales applications, you can add your own logic to run before date on a page is …
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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Does Redwood Sales support Guided JourneysSummary: We are looking to embed Guided Journeys into Redwood Sales for our go-live. Is this possible, without Express Mode? Content (please ensure you mask any confiden… -
Can we restrict a user to view lead/opportunity created by him/her onlySummary: Hi Team, We have a requirement for some users, they should only view objects created by them only Lead and Opportunity. Content (please ensure you mask any conf… -
Can we enable the actions menu for reports created by analytics?Summary: We have reports created using Visualization configuration based on OTBI analysis and embedded in Sales Dashboard. The ask is to add actions option through which…
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How to create Approval flow using BPM Worklist for custom objectHi, There is a requirement to create a Approval flow for a custom child object of opportunity object. Once workflow is triggered, the email should have the opportunity l…
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how to delete the Inactive Relationships from the ContactsSummary: We are facing an issue while trying to delete a Contact–Account relationship. Problem Details: A relationship exists from the Contact side to the Account and is…
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how to bulk import internal resource organizationwe can NOT find the way to bulk import internal resource organization, is there any template can do that?