Redwood
Discussion List
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Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t… -
Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci… -
In the custom object, the Create button is not showing, but the Create Smart Action is enabled.Hi, In 25C, the Create button is not showing for the custom object, but the Create Smart Action is enabled. Thanks, Babasaheb Pandhare
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Lead Edit Page coming blank (Redwood UI)Summary: Hi, My Lead Edit Page is coming blank on both from Edit button after clicking 3x dots on list page and also when I click Details on the details page . When I cl…
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Video: Add Products On Opportunity Create and Override Revenue Items TitleAdd Products On Opportunity Create and Override Revenue Items Title Using visual builder, we can toggle a flag to enable adding Products (Child Revenue lines) to the opp… -
Redwood CX - Filter custom FCL based on another text fieldSummary: How to filter a Custom FCL field based on a text field. Content (please ensure you mask any confidential information): We have a text field BU which has values …
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How to make a city state field as a dropdown field in account objectSummary: Content (please ensure you mask any confidential information): Hi Team, In the Account object in Redwood Sales, we have address fields such as Address Line 1, A… -
Is Redwood UX available for Competitors?Summary: Is Redwood UX available for Competitors? Content (please ensure you mask any confidential information): If yes, what's the steps to enable, cause I can't seem t…
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How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
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Can we modify the banner warning in redwood for mandatory fields?Summary: We need to modify the content of the banner warning which is displayed when a conditional mandatory field(category) is not filled in by the agents. Content (ple…
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How can we add attachments under child object in Redwood?Currently we have attachment as a panel under custom object. But is there a way to add attachments under child object which is under a custom object in Redwood?
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How to refresh data in a custom panel?Summary: Hello, We have created a custom panel for a M:M intersection object between Opportunity and Account. We are also using a custom drawer to add the accounts to th… -
Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e…
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Error when uploading documents for custom objects from redwoodSummary: Upload documents for custom objects from redwood fails with REST API 403 error Content (please ensure you mask any confidential information): We are facing an i…
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Video - Working with Additional Names on an AccountWorking with Additional Names on an Account Enable and work with additional names such as transliteration or phonetic values for an Account in Redwood Sales.
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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Select Single - Quick Start Option Missing in Custom DrawerSummary: Hello, We are trying to create a custom drawer on the opportunity object and want to create a drop down using the Account SDP in it. However, the Quick Start op…
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How to make attachment read only in Redwood CX Sales under Attachment PanelWe want to make Attachments read-only under Attachment panel in Redwood based on a custom field on the the object. We tried the solution mentioned in below document but …
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How to add Sales Order Panel in Opportunity detail page in RedwoodSummary: We have a requirement to show Sales Orders related to Opportunity in the Panel view Content (please ensure you mask any confidential information): Client wants …
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Redwood: Customer Summary Panel WidthSummary: We have added Customer Summary Panel but we want to enable only 2 cards in it. Even then the width occupied by this panel id quite large as compared to other pa…
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Send and Receive Customer Acceptance of the Delivery DateHi We are looking to Send a reminder to Customer about the order that needs a delivery date confirmation. e.g Before Scheduling the Work to Production, there is a manual…ViswaG 15 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Digital Customer Service
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Redwood UI 'Group Collapsible' property is not workingSummary: The 'Group Collapsible' property in Redwood UI Rule Set is not working. Given this definition guide: Group Collapsible - Specifies whether the form group is col…
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How to add records in a custom 1:M relationship in Redwood?Summary: Hello, For one of the requirements, we created a 1:M relationship between Opportunity and Account (One opty can have many accounts of a certain sub-type). Addin…
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How to fetch field from adaptive search in cx-picker?Summary: As cx-picker configuration is dependent on query if it should go to adaptive or REST. We are keeping our Partner picker as we have ootb but when we are adding C…
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Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
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Redwood How to know the name of the Layout rendered in RedwoodSummary: We have multiple layouts on Opportunities. Is there a way we can figure out which layout is rendered at runtime. It could be via console logs as well. Content (…
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Looking for a Best Practices Guide for Working on Visual Builder Studio with Multiple UsersSummary: Hello, Not sure if this has been asked before, but is there a list or a guide for the best practices to be followed when working on VBS when multiple people are…
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Classic UI vs Redwood UISummary: Looking for following slides/content. Classic UI vs Redwood UI 2. Microsoft 365 vs Microsoft 365 for Redwood UX 3. For how long Oracle going to support Class UI…
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Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …