Redwood
Discussion List
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Video: Defining a Custom Smart Action to Open A Drawer Containing Your Own Custom ContentDefining a Custom Smart Action to Open A Drawer Containing Your Own Custom Content From Redwood Sales list pages or record detail pages, your smart action can open a dra… -
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… -
Redwood: How can we display or access resources (Team) on Business PlanSummary: Team is one of the subtab of Business Plan in Classic UI. As we are migrating the configuration to redwood UI, we need also to display this in UI for the users …
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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…
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How to Remove the Opportunities Section in Busineess Plan Details of Redwood UISummary: We are not using the opportunity object for Business Plan. Is there a way we can remove this feature in the UI? Content (please ensure you mask any confidential…
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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Call Smart ActionHello, I have a question: How can I call a smart action using a button in Redwood? Currently, I do it with an Open URL, but it refreshes the screen, which is what I don'…
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Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we …
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…
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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 …Cristian Rogelio Velasco Gutiérrez 37 views 0 comments 2 points Started by Cristian Rogelio Velasco Gutiérrez Sales
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How to get opportunity number after record got created in events of oracle VBCS event listenersSummary: 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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Where can I add the side panel in Redwood Sales similar to Side Panel container in Service CenterSummary: I have a requirement to add few buttons onto the side panel similar to the one available in Service Center Container but in Sales, I want it to be visible for a…
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…Sourabh Sen 13 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho…
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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. Content (pleas…
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Video: Calling Object Functions Over RESTCalling Object Functions Over REST This tutorial will show you how to create an object function in Application Composer both with and without input parameters and call t…
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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In…
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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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How to Hide a Specific LOV Value in Oracle Sales Cloud Redwood?Summary: Hi All, In Oracle Sales Cloud (Redwood UI), we have an Opportunity Status LOV that includes a value "WON". Requirement: The value "WON" should not be visible to…
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Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s…
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Where to modify the 'Create' and 'Edit Call Log'Summary: I Need to Modify the Create and Edit layouts of the Call a Log Activity. I am looking in the Activity, Account and Contact object but I can't see where to modif…
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How to Implement 'Select All' Feature in Multi-Select LOV in VBCSHow to implement a 'Select All' feature within a multi-select LOV (List of Values) in VBCS . Additionally, are there any standard LOV components in Oracle VBCS that alre…
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How Does Outlook Add-in Decide Which Account to ShowSummary: When using the Outlook add-in, the system selects an account linked to the contact’s email domain. However, the account shown is not the expected parent account…
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Outlook Add-In: Activities Not Visible in Real-Time, Created Later with Same TimestampSummary: We are experiencing an issue with the Outlook Add-In integration for Oracle CX. For two emails were successfully created follow up tasks to the correct account,…
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What is the best toolbar/option to display Messages in Service RequestSummary: I tried to pull out all messages in Service Request using overflow foldout and list view but I am getting the &nbpsp tag on the message content and if the conte…
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k…
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Synchronize Assets JobSummary: The current Out-of-the-Box (OOTB) behavior in Oracle CX does not reflect the "Expired" status in the CX Asset screen unless both the Asset Status is set to Inac…
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Not able to create Intersection object record from smart actionSummary: Target object record getting created using custom smart action from the Opportunity/Account object. But the Intersection object record not getting created with …
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Address Verification Integration with Code 1 in Oracle CXSummary: I have implemented an address verification integration with Code 1 from Oracle CX, which is triggered during address creation in Oracle CX via OIC. When a user …