Configuration
Discussion List
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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… -
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?
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Is there a way to link Fusion Cx Opportunity with Fusion Order?Summary: Can we show the order from the order Management as subtab of opportunity? (without use of custom Object) Content (required): Version (include the version you ar…
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How to make a fields non-updatable in CX Sales Mobile AppHi, I want to make some fields non-updatable in CX Sales Mobile App when a user opens it. There is no change happening that we can write in the script to make it non =-u…
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Can we map EFFs in PIM to custom fields in Sales Product Catalog?Summary: We're looking for a way in which we can map EFFs and their values set up on an item in Product Information Management (PIM) to Sales Product Catalog. We're curr… -
How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that …
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Address(City,Country) on Contact (Saved Search) showing in Uppercase while in record its lower case.Summary: The Primary Address for a contact in contact saved search shows the address values(City, State, Country) in Uppercase despite the values being in lowercase for …
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Getting error while updating a custom field in Resource objectHi, I am trying to update a field in Resource object when a change happens in a custom object. We have a DCL field in the custom object to select a resource from the res…
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Address object : Unable to find detail page layoutAddress object : Unable to find detail page layout I would like to add some fields to the address object in the detail page layout. But When i check I am unable to find …
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Can we rename the LOVs in Address TypeHi, Is there any option to rename the Address type field values (Bill to, Ship to, Sell to) to some other names. Regards, Kavya Prasad -
VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Redwood - Display different child object SubViewLayout based on parent record dataSummary: Hi, on Redwood UI we have the need to differentiate the SubViewLayout for a child object (revenue items) based on data from the parent record (opportunity). Con…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Removing/Modifying OOTB Relationship LOV'sSummary: When we try to add the Relationship to Account or Contact. We get the LOV's for Relationship Field. Confirmed by oracle that we can add the new values but remov…
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Video: Orchestration Appointment StepOrchestration Appointment Step Defining the Appointment step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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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…
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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 …
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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…
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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 12 views 1 comment 0 points Most recent by Claudiu Postolache-Support-Oracle Human Capital Management
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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…Rakesh Balakrishnan 66 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…
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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…
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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 …