Redwood
Discussion List
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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… -
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 … -
Redwood - Layout issue - Create Top Level custom object record and child record in same formSummary: We have Implemented this pattern in a Top level Custom object related to opportunity but we are facing the below issue. Our Parent Custom Object record Create L… -
Account-Contact Option in OOTB Contact DCL on OpportunitySummary: When I go to any Opportunity through redwood sales. I go to the overview page. Under SmartActions I type 'Add Contact'. There comes a drawer with a Contact DCL.…
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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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Will Standardized Event Handling be coming to Redwood Sales?Summary: Read about this feature for Service Center in 25C: I want to know if this will also come to Redwood Sales or not. Content (please ensure you mask any confidenti…
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How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
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Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
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How to hook to the action menu in a panel for custom action chain?Summary: Hello, I'm trying to hook up a customization to the "Remove" option in this panel. This is the out of box relationships panel on the contact detail page. For ot…
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The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
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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… -
REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec…
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REDWOOD: How can we copy Account Plan (Business Plan) in RedwoodSummary: One of the available actions of Business Plan object is the 'Copy'. I can't see this option in Redwood. Would this be available in the upcoming releases? We are…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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Documentation for the parameters and supported values for cx fragmentsSummary: Do we have a documentation for the parameters and supported values for all cx fragments along with some examples. Content (please ensure you mask any confidenti…
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Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses… -
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…
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Redwood: Empty Header when adding new fieldSummary: Why does the Header of Account Plan (Business Plan) turned to be empty when adding field? I am trying to add StatusCode field on the custom header but when doin…
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Difference between Call and Log a call.Summary: We have two smart actions in sales Call and Log a Call and the same is there for every object in the system but when we try to execute these actions redirect to…
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Redwood: Opportunity Product Picker templateSummary: Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to - Use …
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Issue with Conditional Requirement of Account/Contact Fields Based on Category in Redwood SRCreationSummary: I am currently facing an issue while creating Service Requests (SRs) in Redwood. The requirement is to make the Account and Contact fields conditionally require…Sourabh Sen 12 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Fusion Service
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After Creating OTBI Reports when i select that report in visualization data is inaccurateSummary: I created analysis on custom object and used sum filter on one column called total, in analysis it is reflecting correctly, but when i select that report in vis…
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Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
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Unable to fetch the PUID for a particular account in the button action chain invoking OIC iSummary: Unable to fetch the PUID in the field having a button named as Sync Customer Note for a particular account in the button action chain invoking OIC in the header…
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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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How to create a common Redwood navigation URL for Create Notes to be used in all objectsSummary: Redwood Navigation URL for Create Notes Content (please ensure you mask any confidential information): Customized redwood sales Dashboard and added Action menu …
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How to add description field in attachmentsSummary: How to add description field in attachments of any standard or custom object. Content (please ensure you mask any confidential information): We are trying to ad…
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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…
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PDH Custom role in in redwood UI is not working 25cSummary: PDH Custom role in in redwood UI is not working 25c Content (please ensure you mask any confidential information): we have created view and edit 2 role which is…Pramod Parida 21 views 3 comments 0 points Most recent by Manali Biswas-Oracle Product Master Data Management
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For existing customer Lead is to be converted without creating any corresponding OpportunityBusiness Requirement: To close/convert a Lead while business do not want to create an opportunity in few cases and end the Sales process journey with the Lead closure it…