Redwood
Discussion List
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Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…Fareeha Altaf 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
Display Details as hyperlink on header layout of custom objectSummary: How can we display opportunity link in Custom Object header layout? Content (please ensure you mask any confidential information): We need to display opportunit…
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A field should be editable only if logged in user is admin or ownerSummary: In Redwood, how to make a field editable to the logged in user, only if that user is either admin or owner of that record Content (please ensure you mask any co…
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How to increase field display width for address fields in Redwood Sales UISummary: Hi, In Redwood Sales Lead, Contact and Account Object layouts, we have used 'FormattedAddress_address' to display address fields in redwood layouts.. This field… -
Issue with Product Group Adaptive Picker LayoutIn Opportunities, we are trying to add products. For the Product Group DCL field, we have an adaptive picker, and we have added more fields in the picker layout for prod…
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co… -
Generate Sales Forecast Metrics ErrorSummary: I want to enable redwood sales forecasting, following the procedure mentioned in attached pdf, but i keep on getting scheduled process error on "Generate Sales …
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Can we restrict Message templates visibility according to roles?Summary: We have requirement to implement message templates and show those on opportunity based on roles. Content (please ensure you mask any confidential information): …
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Oracle CX Sales Redwood - Remove a Contact from an OpportunitySummary: I am trying to add an option to the Actions menu for removing the association between a Contact and an Opportunity. This option exists for other Standard object…
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how to remove create option from Redwood landing pageSummary: We have a requirement to remove or disable Create Account button on Redwood landing page. Content (please ensure you mask any confidential information): Version…
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Ability to add BI report from custom object either using smart action or any related optionsSummary:Ability to add BI report from custom object either using smart action or any related options Content (please ensure you mask any confidential information): Hi Te…
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How can we configure the Sales Dashboard as the default landing page for users when they log in?Summary: How can we configure the Sales Dashboard in Redwood as the default landing page for users when they log in to the system? Content (please ensure you mask any co…
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Redwood: How to extend Contacts List Page in Redwood Sales using Visual Builder StudioSummary: Hi, I'm trying to edit the contacts list page in Redwood Sales(Fragment Based) using Visual Builder Studio. Unfortunately not able to add/remove the columns in …Mahendravarma Kopanathi 61 views 5 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales -
How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas…
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Can we add system date on custom date field in create Page of opportunity in redwood salesSummary: Can we add system date on custom date field in create Page of opportunity in redwood sales Content (please ensure you mask any confidential information): Versio…
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How to filter dcl fields based on end date is current date in Redwood salesSummary: How to filter dcl fields based on end date is current date in Redwood Content (please ensure you mask any confidential information): Version (include the versio…
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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action …
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Request for Feedback: Automating Repetitive Tasks with Macros for Service TeamsHi Community, I am conducting research, and your help would be greatly appreciated. If we had a feature that allows users (such as service supervisors, operations staff,… -
How to populate the opportunity sales method name on create page of appointment in Redwood salesSummary: How to populate the opportunity sales method name on create page of appointment in Redwood sales as text formula field is working in edit page only Content (ple…
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How to search records by entering Record Id on list page in Redwood?Summary: We have one custom object, and we want to search record by using Record ID on list page. I looked in adaptive search and Record ID is not available to enable. C…
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How to make fields mandatory on opportunity create page using Sales method nameHow to make fields mandatory on opportunity create page using Sales method name and not sales method id in redwood sales
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Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
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All Phones and All Emails dialogs in Redwood UISummary: Hi, In the Simplified UI, we have the ability to add multiple phones and emails of the same or different type using the "All phones" and "All emails" dialogs. D… -
How to round up the value till specific decimal digit in onFieldValueChange action chain.Summary: After calculating the value returns till 6-7 decimal digit. We want this to limit the decimal digit till 3-4. How to Round the calculated amount in below code s…
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Can not Find API for SalesAccountVO in NGSSummary: I want to use Account Team and Territories subtab to fetch and update information in Oracle Next gen Sales. I can not see an API for SalesAccountVO Object at th…Ashwinikumar Sharma 22 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
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how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
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How to wrap column headers in redwood subview?Summary: In subview layout we have upto 18 fields which we are showing but user has to always resize the columns to check the column header and data. Is there any way we…