Configuration
Discussion List
-
Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
-
News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly …
-
Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations …
-
How to show Installed Base Assets in the Account page with RedwoodSummary: We have followed the steps in the following documentation to display the IB Assets associated with the account in the classic UI and they are displayed correctl…
-
How to pass dynamic input parameters to VBCS Redwood Quick Action DOR LinkSummary: How to pass dynamic input parameters to VBCS Redwood Quick Action DOR Link Content (please ensure you mask any confidential information): We have requirement to…Vinay_Raulwar -Oracle 11 views 1 comment 0 points Most recent by Claudiu Postolache-Support-Oracle Human Capital Management
-
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…Rakesh Balakrishnan 62 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
HR Helpdesk ApprovalContent Hi Team, My customer is having a requirement to have a approval whenever employee submits service request from hr helpdesk. For this i have created a custom text…
-
Sort by Sales Stage in Redwood Sales OpportunitiesSummary: It looks like sorting by Sales Stage is not supported in Redwood Sales? In Workspace this is an option and works well. We are building Visualizations for the da…
-
Account UniqueName field is by default, combining the AccountName and Suffix.Is there any way to fixSummary: The Account Unique Name field is, by default, combining the Account Name(Organization Name) and Suffix and displaying it on the UI. This is causing some confusi…
-
loqate - avoid specific countries for cleansingSummary: Hi Team, We are looking to exclude specific countries from participating in the Loqate process. While I understand that we can add countries to the selection cr…
-
Industry Delete restrictionSummary: There is a customer requirement for the Industry field, where they want to ensure that it remains non-editable. Since making the field non-editable directly is …
-
Is it possible do make the default Phone Country Code empty?Hello, Is it possible to set the default Phone Country Code to empty for Contacts and Accounts? Currently, the default is set to Switzerland (+41), which means that ever…
-
Clarification on Triggers upon delete operationHi Team, We have a requirement where, when an additional identifier is deleted, we need to validate whether it has an expiration date populated. If the expiration date i…
-
Clarification Needed on Applying Filters in Visualization Configuration (Oracle CX)Hi all, As part of our requirements with dashboard reports, we created visualizations using Visualization Configuration, based on data from an underlying OTBI report, to…
-
Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing…
-
Constrain a field list of values using values chosen in Multi choice FCLSummary: The requirement is to constraint a Fixed choice list from a Multi select choice list parent field Say Field A is a multi-choice list mapped to a lookup type and…Arunkumar Ganapathi 21 views 4 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
Is there an ability to filter the Account Name suggestions from Dynamic Choice List fieldSummary: What I would like and wondering if it's possible to filter account name suggestions so it excludes inactive (status) accounts. Content (required): When our user…
-
Storing Reference Data in Oracle FusionWe need to centrally store reference data related to CDM (Customer Data Management) and PDH (Product Data Hub) in Oracle Fusion. Currently, we have approximately 15 look…
-
How to View Action Links created in opportunity object in the Mobile AppSummary: How to View Action Links created in opportunity object in the Mobile App Content (please ensure you mask any confidential information): Version (include the ver…
-
Vídeo: Acelere la implementación de ventas de RedwoodVídeo: Acelere la implementación de ventas de Redwood: Última hora: Se ha lanzado una nueva herramienta para ayudarte a migrar tu implementación de ventas de interfaz de…
-
What is the difference between standard lookup and common lookup in oracle fusionSummary: Please help me understand the difference between a Common Lookup and Standard Lookups in oracle fusion. I tried to follow a documentation but could not quite ge…
-
New item created is not working with account rule cretaionSummary: Content (please ensure you mask any confidential information): Hello everyone, I have created a new item and tried using it in AR invoices, and it is working as…Ranjith C 1 view 1 comment 0 points Most recent by Mahesh Adivishnu-Oracle Receivables & Collections
-
Redwood Visual builder Studio - Set product data on Browse catalog when inserting productsHi, our customer need to set data on Revenue items for opportunities when selecting products using the catalog smart action "Browse Catalog" in Redwood UI. For the Reven…
-
Do we have any document which has all objects which are supported in adaptive DCL?Summary: Which objects are supported in adaptive DCL? Content (please ensure you mask any confidential information): Recently we created a DCL field which refers to Terr…
-
Video: Configuring External Web Services with Token Relay and ProxyVideo: Configuring External Web Services with Token Relay and Proxy: This tutorial will show you how to configure an external (non-Fusion) web service and integrate the …
-
Bulk user access blocking from Security ConsoleHi, is it possible to block user access from the Security Console in bulk without doing it one by one? Thank you, MartinaMartina Di Battista 11 views 1 comment 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
-
How to refresh all Opportunity Revenue lines even if one revenue line gets updated? Using GroovySummary: We want to refresh all the Opportunity revenue lines even if one revenue line gets updated using groovy Example for a given Opportunity there are 10 revenue lin…Lavu Kalyan Chakravarthi 51 views 2 comments 0 points Most recent by Angel Tripp - Support-Oracle Sales
-
How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f…
-
How to access attachments of Interaction object in groovySummary: Hi, We have a requirement to show the total no. of attachments associated with the interaction (Redwood Sales) in a custom field. How to access attachment infor…
-
Can we include a search filter for addresses with CX-ContactsSummary: We need a search filter where highlighted. We have many Contacts that have high quantity of addresses - some even have over 500 which will not appear in the lis…