Configuration
Discussion List
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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… -
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 22 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 -
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 23 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…
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Standard field startdateactive in Address Object cannot be updated even the updateable is checkSummary: Standard field startdateactive in Address Object cannot be updated even the updateable is check Content (please ensure you mask any confidential information): W…
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How to delete DoNotUse/retired custom fields on CX Sales?Summary: 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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How to deactivate a Particular Customer in Oracle Fusion Cloud ?Summary: Users are able to select a particular customer after it was deactivated from the AR Module. They are able to create some transactions in both quality / Service … -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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Is it possible to translate the field value of the "Activity" field from the Activity Object?Summary: In the Activity field (LOV Lookup-Type: ZMM_ACTIVITY_FUNCTION_TYPE_CD) from the Activity Object, the Lookup-Code is displayed in the UI (Screenshot), instead of…
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How long does the history data gets stored in the CDM Audit tables?Can you please let us know how long does the data will be available in the audit tables. for example in HZ_ORGANIZATION_PROFILES_ how long history is stored ? Does data …
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Why does the Address Type filter is not showing in Workspace but is enabled in the Adaptive Search?Summary: Hi, We have a scenario where in the Address Type field is ticked and enabled in the Adaptive Search but we can't search it in the filters in Workspace. Content …
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Additional fields in attachementHi, I have enabled attachment field in custom object and the screenshot is provided below. Now there is requirement to add two new fields from the page show below. Two f… -
CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co…
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How can I restricted the contact phone number to only 10 numbers, no less and no more?When I create a contact in Redwood Sales, we need that when we enter a phone number, it must allow only 10 numbers, no less and no more. The problem is that Redwood does…
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Sort partners based on TiersSummary: How do I sort partners based on tiers in the API crmRestApi/searchResources/latest/custom-actions/queries/ Content (please ensure you mask any confidential info…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…