Configuration
Discussion List
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In mass update of leads, the fields for update is repeating every time "add field" is selected.In leads we have enabled 2 fields , i.e. Owner and Rank for mass update. When trying mass update on leads, we select Owner and click on "Add field", the option for selec… -
What is the required role for user to see and update only accounts in oracle fusion applicationSummary: What is the required role for user to see and update only accounts in oracle fusion application Content (please ensure you mask any confidential information): V…
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series -
How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 42 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Account Name Update RestrictionSummary: For certain roles, the customer wants the Account Name field to be non-updatable. In the Test instance, we tried using a field-level script in the Updatable con…
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How to Mass Delete Records in Oracle Sales Cloud?Summary: We have to Delete 8000+ SR records in Oracle Sales Cloud. Normally we have to delete a records through the action button (SUI) or use an automation file to do t…Patrick Anthony Yu-Asensi 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Help Creating Event Listeners and Action ChainWe are looking to create an Even Listener and Action Chain so that when we change an Opportunity Type it automatically changes to a specific Sales Stage. The documentati… -
Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series
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Remove CX Sales app QR from Home pageSummary: How can we remove the CX Sales App QR Code from Home page on News and Announcements Section? Content (please ensure you mask any confidential information): Hi E…
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can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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Can we create a custom Scheduled Process in CX Sales and Service Fusion ?Summary: We want to create a custom Scheduled Process Job with our own condition and logic so is it achievable in CX Sales and Service Product ? Content (please ensure y…
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Redwood Fragments(CX-Sales) - Add and configure Fields to Single Field Update Search ListIs there a way to add OOTB/Custom Fields to the Contact Object: Single Update Field Search List We cannot perform the following actions for OOTB/Standard contact fields …
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What is causing this error when adding filter on DCL field in app composer?Summary: Need to add filter for an existing DCL field but it is encountering this error What could be done on this error? Content (please ensure you mask any confidentia…
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Video: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series
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Filter Criteria is not working on Adaptive searchSummary: I’m currently facing an issue while working with the Adaptive Picker I’ve added a filter criteria in the template, where I'm trying to reference the value from …
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Create Opportunity Page Reloads Multiple Times in Redwood UIHi all, We’re experiencing an issue in Oracle Fusion Sales Cloud (Redwood UI) when attempting to create a new Opportunity. Whenever we open the Create Opportunity screen…
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database From the Implementing Redwood Sales video series
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M:M Relationship between Standalone custom object and Work Order in Fusion serviceSummary: We have a requirement for which we need to create a standalone custom object and associate it with Work Order. Is it possible in Redwood Fusion Service center ?…
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product image update doesn't trigger product updateSummary: We open a product attach an image and click on "Save and Close". This action doesn't updates the Product at record level and our groovy written for Product upda…
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F…
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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CX Sales Mobile: Is it possible to show a custom message after a record has been saved?In CX Sales Mobile, I would like to show a custom confirmation message AFTER a record has been successfully created. I was not able to do that using the AfterSave hook a…
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Custom Opportunity Panel Cannot show in Redwood under Contact Foldout pageSummary: Hi There, we need to separate out the opportunity records into two panels based on sales method, and are trying to do it under contact foldout page. We are tryi…
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Open CPQ Quotes in new page, from CRM RedwoodCan we open the CPQ Quote in a new page
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How to configure Vanity URLs for fusion sales cloud instancesSummary: How to configure Vanity URLs for fusion sales instances Content (please ensure you mask any confidential information): Version (include the version you are usin…Nikhil_Samudrala 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Changes to VBS in 25B for Redwood SalesSummary: Was VBS changed for Redwood Sales in 25B? We just received the upgrade into our Test environment and now the editing pages are different. It looks like the Prop…
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How to add a script on click of Approve Button in Oracle Sales Cloud ?I need to run a groovy script on click of approve button.
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Filtering NULL values in a dashboard promptSummary: Hi, I need to be able to filter for NULL values in a dashboard. Specifically, I have a filter on Gender, which can be NULL or Male/Female, for example. If I use…Guido Masciello 34 views 2 comments 0 points Most recent by Guido Masciello Reporting & Analytics for Sales