Redwood
Discussion List
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CX Sales Redwood - Can I remove access to add attachments, but keep the option of adding links?Summary: In CX Sales Redwood, can I remove the ability add File Attachments to a record, but retain the ability to add URLs through the Attachments Panel and Subview? Ou… -
How do you edit/remove the buttons at bottom of Redwood Sales UIHello! We are implementing Redwood Sales and are looking to see if we can edit/remove these buttons at the bottom of the Dashboard and other screens. We won't need Leads… -
Rename or remove show action in Redwood UIHi, We are implementing Redwood UI and would like to know if it is possible to change the names of actions in the action bar menu. For example, we have a custom object c…
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CDM - How to enable 'Merge' option on redwood Accounts landing pageIn Classic UI, it is possible to expose an action 'Merge' on the Accounts landing page, so sales users can use it and send merge requests by selecting 2 or more records.… -
Not able to create dispatcher rule for redwood pageSummary: Hi, I'm trying to create a new dispatcher rule, to redirect the navigation from lead list page to another page. I'm following this doc: Change Navigation to Pag… -
How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Request for Alternative Role Assignment for Express Reports AccessSummary: For express reports, you need Sales Administrator Role, however I cannot assign that role to my user as they will have access to all Business Unit data, and we …
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Creation Button not getting renamed using User Interface TextWe have the Standard Creation Button of Account in the list page. We have renamed the 'Create Account' to 'Create Corporate Customers' using User Interface Text tool. Bu…Sreekanth M, Oracle-Oracle 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Orchestration Error: The value of the attribute Field Update JSON isn't valid.HI team, We've tried to create an Orchestration for the Sales leads. While we're trying to Validate, we're receiving the following error. We've not used Field Update as …
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How to add a Custom panel for the Standard Object in Redwood using fragments?Hi, I have a problem when I tried to add a custom panel on a Standard object. I followed the document: The part with the CX Extension Generator was done by Oracle Consul…
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How to use mode parameter in cx-hyperlink?Organization: Terex Summary: I saw one mode parameter in cx-hyperlink template. That mode specifies "Optional parameter to change the default behavior and launch the 'dr…
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Changes made in VBCS are not reflecting in the Front endHello, We have made changes to the Sales Lead Creation Page and assigned roles. Please find screenshots below. But the changes are not reflecting for the user when he tr…
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Sales Stage field in the filter is appearing as a text input instead of a dropdown list.Summary: In the account object, when a user opens a specific record and searches for "Show Opportunities," we have enabled the Sales Stage field in the opportunities sub…Vijay Kumar Kotagoda 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Classic UI vs Redwood UISummary: Looking for following slides/content. Classic UI vs Redwood UI 2. Microsoft 365 vs Microsoft 365 for Redwood UX 3. For how long Oracle going to support Class UI…
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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser From the Implementing R… -
How to edit the Single Field Update Layout?Summary: In the Opportunity Details page, there is an "Update Status" option in the search bar. After selecting this and updating the status to "Won" or "Lost," a form w…
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How to expose MS Teams in Redwood Opportunity Page?Summary: Hi, I read in the A-Team's blog post that Redwood supports MS Teams Integration for the opportunity object. But I couldn't find any guide on implementing it for… -
How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
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Which privileges are needed to view Redwood in CX Sales?Summary: Which specific privileges or roles do I need to add to a user to allow them to view Redwood objects in CX Sales?
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How to make a field editable based on another field value in VBCSHi team, We have a requirement wherein, a field Sector - Other (Text Box) must become editable if another field Sector (Fixed Choice List) is updated with value OTHER. F…
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Branching in Sales OrchestrationSummary: Hi, Is it possible to create branching conditions in the Sales Orchestration process? For example: Let's say we have 4 Sales Stages: Initialize Analyze Design C…
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Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a…Sreekanth M, Oracle-Oracle 145 views 11 comments 0 points Most recent by Haresh Pahilajani-Oracle Sales
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How to Remove Checkboxes on Account and Contact object List View PagesSummary: I am looking for a way to remove these checkboxes on the List View Pages of Accounts and Contacts, etc.
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24D/25A Fusion Menu Setup - Using Households in Redwood SalesIn 24D, we released the Household object type in Redwood Sales, enabling customers that use this type of account to enjoy the additional benefits of the new Redwood envi…
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How can we display Record Name on Editing page header of custom Objects on Redwood UISummary: On Redwood UI For standard objects we can see Record Name in editing or detail header but for custom objects instead of record name we are getting Layout name. …
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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How to enable group by for Visualization Configuration ?Hi team, We want to create a table using Visualization Configuration from OTBI analysis, where we need column 1 as Estimator(Owner) Name and column 2 as Number of Submit…
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How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…