Redwood
Discussion List
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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… -
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… -
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…
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Unable to add verbiage in Responsive Supplier Registration customizations.Summary: In the classic Supplier Registration Page i.e. the current set up we had the customizations in place as per the user requirement. However, in Responsive Supplie…Kim V - Hollywood, FL 51 views 2 comments 0 points Most recent by Elena-Cristina Staniloiu-Oracle Supplier Management -
Automatic emailSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 24D Code Snippet (add any code snippe…Sadvika Rachakonda 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! From the Implementing Redwood Sales video series
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Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
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Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series
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Redwood/VBS - how to query by date?Summary: Hello! I am attempting to query by date inside a template using the query function on my fragment. I've tried all of the date formats that I can think of, with …