Configuration
Discussion List
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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… -
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 -
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 31 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… -
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 33 views 2 comments 0 points Most recent by Guido Masciello Reporting & Analytics for Sales -
Redwood Service Center -- We want to disable "Update Asset" Smart action from Redwood Service CenterSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Remove "Add" button of Growth Program and Agreement Tabs in Account RecordSummary: How to remove/hide the "Add" button on the account page (Growth Program and Agreements page)? See attached. Navigation: On a standard UI > Go to Sales > Account…Kim Alfred Agpalo 41 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Deeplink to create Supplier formSummary: We have a requirement to enhance our user interface by adding a feature where users can click an icon in the navigator to be redirected directly to the classic …
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How to restrict data visibility of Accounts and Contacts records to Relationship Manager.Summary: We have requirement to restrict accounts and contacts records to Relationship Manager(sales representative, service representative). Relationship Manager should…Arunkumar A C 21 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series
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How to display custom object page records based on the user accessing the pageSummary: I've created a custom object under Application "ERP and SCM Cloud" and created a page to display the custom object records for the user. I want to filter displa… -
Calender invites via JourneysSummary: Content (required): Hi all, Does anyone know if Calendar Invites (MS Outlook) can be sent/triggered via a task in Journeys? Thank you! Andreea Version (include …
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Sales Revenue Workflow:Unable to Restrict Email Alerts by Opportunity Business UnitSummary: We are configuring an email notification workflow in Application Composer under the Opportunity Revenue object. The goal is to send email alerts only when Reven…
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How to change from address for all the object workflow email notificationsHi Team, We are referring to below document for updating from email address for Object workflow but the Point no.5 is not clear. as per the requirement we will have to u…Nikhil_Samudrala 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Copy Maps upon Lead ConversionSummary Copy Map the same Lead field to both Account, Contact and OpportunityContent We have a Lead field that we need to pass to the newly created Account, Contact and …
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Roles and AccessSummary: We would like to check if there is a way to grant read-only access to the Account object while allowing the user to update only the Contact. Content (please ens…
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing …
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How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard.
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How to modify related assets saved search in redwood.Summary: We want to know how can we modify related assets saved search as it is showing only account related assets. We have imported assets for both accounts and contac…
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How to reflect the Account's address in Account level for CRM-REST API?Hello everyone, I currently have an issue with data import for address details in account level. Scenario: The address is exisitng in Address level but are null in Accou…