Redwood
Discussion List
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How to the create a customer account dcl on sales lead to generate the list of billing accountsSummary: hi team, How to the create a customer account dcl on sales lead to generate the list of billing accounts. Content (please ensure you mask any confidential infor… -
Not finding default ruleset on Visual builder studioSummary: We trying to build a POC for embedding fusion analytics into fusion applications following the attached blog, we are unable to access the default rule set which… -
How to add Custom submit action's Approval status and history in Oracle CPQ RedWood UI?Summary: Not getting Approval History and Approval status in the Available attributes of Oracle CPQ redwood UI Content (please ensure you mask any confidential informati…vallapudasrenuka 47 views 2 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote -
Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
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Appearance/theme/ font changes in CX Redwood PagesSummary: Appearance/theme/ font changes in CX Redwood Pages Content (please ensure you mask any confidential information): Is there any way we can change the appearance/…
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How to mark Account as Primary for a Contact in Contact Object in Oracle Redwood SalesSummary: In Oracle Redwood Sales in the Contact Landing Page there is a field called "Primary Account", and we are looking for ways to have this field populated as on Co…
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Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series -
Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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CX Sales add-in for Microsoft Outlook 365 QuestionsSummary: We have a couple questions/potential bugs pertaining to the functionality of CX Sales add-in for Microsoft Outlook 365. Since Support usually requires us to mak…
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Video: Workspaces, Branches and SandboxesWorkspaces, Branches and Sandboxes: Understanding workspaces, branches and sandboxes in your extension From the Implementing Redwood Sales video series
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NGS - How to enable Add Contact and add Resource in activity Create and Edit Layout?Summary: We have Assignee and contact child objects of activity object. we need option to add contact and add resources to particular activity. But we are not seeing any…
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why custom fields changes are not reflected under activitiesSummary: Hi Team, In Opportunity we have created custom fields and enabled it in Audit policy to track the change history, In Classic UI We are able to see the change hi…
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Assessments not showing up on Accounts, Leads, Opty on Redwood UISummary: Assessment is not seen as a Panel or subtab for Accounts, Leads and Opportunities on Redwood UI Content (please ensure you mask any confidential information): O…
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How to make Recurring revenue editable if Recurring quantity cannot be edited and vice versa?When I enter the Recurring Quantity on the Opportunity Line Item, the Recurring Revenue field should no longer be editable. When I enter the Recurring Revenue on the Opp…
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Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
View "My Accounts" on a Map in Redwood SalesSummary: Is there a way to view the "My Accounts" saved search on a Map? Currently you can click on an address and it will pull up on a map. User's would like to be able… -
Why include in forecast field we are not able to see in Configure adaptive searchSummary: Hi Team, In opportunity we have one standard field Include in Forecast it is not available in configure adaptive search . because in redwood opportunity dcl fil…
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Redwood- How to add attachment field in edit page in Sales Lead Object.Summary: Hi Team, We need "attachment" field in edit page of lead object in redwood Ui. We have added out of box attachment field in rule set of edit layout but it is no…
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How can we add Opportunity smart action under lead in oracle redwood salesSummary: Hi Team, I want to add the "Add Opportunity" action under Leads in Oracle Redwood Sales. I have created a REST-based Smart Action, but nothing is appearing in t…
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Not able to see the data on Panels and subviews of child object of LeadSummary: Hi Team, We have created a child object on the Lead and written a before-insert Groovy script to generate a set of questions. We also created a panel and subvie…
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Video: Creating a Customer Drawer with Your Own Custom ContextCreating a Customer Drawer with Your Own Custom Context Create you own smart action that opens a drawer sliding out from the right side of the details screen, and works …
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Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite…
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Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
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Extending Sales ForecastingSummary: An overview of extending Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of extending sales forecasting …
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Contact duplicate check always showing 20 existing contactsSummary: Hi @John Vakoc-Oracle In Redwood, while creating contact when we enter the same email address again, it is always showing there are 20 existing contacts with th…
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Visual Builder multiple projectSummary: we are 3 devs , each dev have their own project, each dev deals with different objects. the problem that we encounter, when some dev tried to publish their chan…
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How do I remove ability to create account for a specific role?Summary: I am working on an implementation where only 2 roles are permitted to create an account. The other roles are not. I cannot find the role permission I can remove…