Redwood
Discussion List
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How to add Help hint defination to fields at layout level.Summary: We want to show help text for one field in opportunity. Content (please ensure you mask any confidential information): In opportunity we have one requirement to… -
Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…CQUIROGAA 40 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add…
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When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
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Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
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Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use… -
Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
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How do we remove a mapped field from a smart action (NGS)Summary: We are using NGS and have created a custom smart action for converting leads. We have one field in the map that does not need to be there and may be causing an …
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In the Redwood Outlook AddIn it asks to log in repeatedly during the same dayIt was configured according to the documentation so that users do not have to log in to the Outlook Redwood Add-In, but it is not working because it requires us to log i…
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Calling object function in visual builderSummary: We have an object function that will calculate the country region based on the selected country, and we would like to trigger it every time that the country fie…
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
Introducing Redwood PRM: Empowering Channel Organizations to Drive Partner SuccessSummary: Starting 25A, Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services m… -
How could we fix the missing layout on custom panel of AccountSummary:I am currently migrating custom object and add it as panel in Account Object. I was able to make the 1st panel worked without any issue but I am encountering an …
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Video: Creating Custom Rollup Attributes in Redwood SalesCreating Custom Rollup Attributes in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_cnknitcv/uiConfId/35965902
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Video: Creating Custom Rollups in Redwood SalesCreating Custom Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_1n5zsqgq/uiConfId/35965902
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Video: Rollup Explainability for Redwood SalesRollup Explainability for Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_t7ck4daf/uiConfId/35965902
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Video: Publishing Pre-defined Rollups in Redwood SalesPublishing Pre-defined Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_kvytkwm9/uiConfId/35965902
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Video: Enabling Rollups for Adaptive Search in Redwood SalesEnabling Rollups for Adaptive Search in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_j37uq8q0/uiConfId/35965902
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Video: Introduction and Setup of Rollups in Redwood SalesIntroduction and Setup of Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_wlwjr6z3/uiConfId/35965902
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_c22xxr6v/uiConfId/35965902
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Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_fnh39try/uiConfId/35…
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_ewtzw7ut/uiConfId/35965902
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_e35ntep9/uiConfId/35965902
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_x294jtya/uiConfI…
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_kkmd7wj7/uiConfId/35965902
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_pnmcsh8y/uiConfId/35965902
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements https://videohub.oracle.com/embed/secure/iframe…