Oracle Best Practice
Discussion List
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Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi… -
How to remove type field from Contact- Address in mobile pageSummary: We would like to removed Type field in Contact - Address field to resemble the web page UI. We tried to hide the field via app composer > Mobile app setup > CX …
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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
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24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. https://videoh… -
Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview https://videohub.oracle.com/embed/secure/i…
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Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf…
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar https://videohub.oracle.com/embed/secure/iframe/entryId/1_1jdhggdd/uiConfId/35965902 From the Implementing Redwood…
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Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window https://videohub.oracle.com/embed/secure/iframe/entryId/1_t8so69ft/uiConfId/…
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Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. https://videohub.oracle.com/embed/secure/iframe/entryId/1_d7js1rkx/uiCo…
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Video: Translate Strings for Redwood UI ExtensionsTranslate Strings for Redwood UI Extensions: Working with UI strings as externalized (from code) and localized display text https://videohub.oracle.com/embed/secure/ifra…
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Video: OAUTH2 Resource OwnerOAUTH2 Resource Owner: An introduction to OAuth2 Resource Owner API authentication for Oracle CX Sales https://videohub.oracle.com/embed/secure/iframe/entryId/1_k6o6eeu3…
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Video: Sales Dashboard UUID Key Abstraction (Obsolete)Sales Dashboard UUID Key Abstraction: Sales Dashboard now supports defining the query itself that you want to see in the sections, without requiring you to provide a que…
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Video: Remove a Build From an EnvironmentRemove a Build From an Environment: Un-deploy a previously deployed extension from the development, test or production environment https://videohub.oracle.com/embed/secu…
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Video: Client Side CalculationsClient Side Calcualtions: This video is admittedly a little dated (using the JSON action chains), but nonetheless… Show them what they are going to get... Pre-calculate …
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Video: Client Side Field RulesClient Side Field Rules: Using the Birthday date field as the example, you can set a client side rule to improve the immediate feedback to the user for valid and invalid…
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Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. https://videohub.oracle.com/embed/secure/i…
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Video: Conditional Rendering for Dynamic LayoutsConditional Rendering for Dynamic Layouts: Using Role or Field Based Conditions on a Dynamic Form or Table https://videohub.oracle.com/embed/secure/iframe/entryId/1_20ec…
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Video: Adding a Field to the Header Form and Changing the Default RenderingAdding a Field to the Header Form and Changing the Default Rendering: A specialization of the use case to add a field to the form, we'll do do to the header area which i…
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Video: Adding a Field to a Form and Changing the Default RenderingAdding a Field to a Form and Changing the Default Rendering: Adding a field to an edit form and using a field template to change the field rendering characteristics http…
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Video: Create a Visual Builder Studio WorkspaceCreate a Visual Builder Studio Workspace: Each person working on the extension will create workspace(s) in which they will perform the extension. https://videohub.oracle…
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Video: Accessing Visual Builder StudioAccessing Visual Builder Studio: Understanding the access and authorization for using VBS with Next Gen CX Fusion applications. https://videohub.oracle.com/embed/secure/…
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Video: How to Think About Adopting Redwood SalesVideo: How to Think About Adopting Redwood Sales: Apply Design Thinking and consider what it means to adopt Redwood Sales. Learn how Oracle recommends approaching the im…
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Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
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Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. https://videohub.oracle.com/embed/secure/iframe/entryId/1_746enmti/uiConfId/35…
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Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…