Configuration
Discussion List
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Currency Field not editable in test environmentSummary: We created a Currency field in a Sandbox in our Test environment, and the intention is to make it conditionally editable and conditionally hide it on the page l…Shirley.Q.Motiv 12 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?Black_Beard 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va…Tamizharasi Murugan 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How can i use the same list of values from a ERP DFF and in CX custom field?Summary: we have a DFF in ERP that has a value set. I want to use the same list for my CX implementation, in a custom field (fixed choice list). Content (please ensure y… -
How to update the account owner automatically if the territory owner is changed.In Oracle Sales Cloud, if I update the territory owner then it should also update the owner of associated account records. Can we achieve this functionality? If yes, ple… -
Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…
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How to integrate CX with VPNWe want to know the possibility of restricting access to Oracle CX (Customer Experience) web services through our corporate network by enforcing the use of our internal …
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A new role applied to a Redwood Search list is not retained after saving - what could cause this?Summary: We created a new role which is an exact copy of 29 other roles except for the name and role code. The sole purpose of these roles are to control search list beh…
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Redwood: Enable for list view same field available in edit view in VBSSummary: Hi, we would like to add in the list view for an object in Redwood the same field we can add in the edit detail view for the same object. Content (please ensure…
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Video: Suppress Defaulting the Primary Contact When Creating an Opportunity From the Account DetailSuppress Defaulting the Primary Contact When Creating an Opportunity From the Account Detail Page Using the onCreate event listener, the parameters that are passed to th… -
Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Navigation Dots in Redwood UIHi, We noticed that five dots have appeared to navigate between panels in the Redwood UI. Are these dots only meant for navigation, or do they have additional functions …
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Unable to View Leads and Opportunities with Custom Role in Redwood UIDear Oracle Community, We are currently facing an issue while configuring a custom role intended to provide access to Contacts, Accounts, Activities, Leads, and Opportun…
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How to set Account default search as 'Contains'Summary: I am looking for an option to search partial Account Number. Suppose if I search with 18529008, it should return the Account AP18529008. Currently it is working…
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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…
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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
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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 41 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 …