Redwood
Discussion List
-
Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
-
Unable to create Opportunity Revenue lines due to UOMcode issueSummary: System is not allowing to create Opportunity Revenue lines using UOM code Content (please ensure you mask any confidential information): Hi Team, We are trying …
-
How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
-
Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i…
-
Configuring Field Trigger on NGS RedwoodSummary: We are working on Redwood Project where we want to write a Field trigger based on which we want to call OIC webservice. So when the field value changes, the tri…
-
How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
-
"Add Product" on Opportunity Page Not working Redwood NGSSummary: Add Product Page in NGS sales on Opportunity Page is not working. Content (please ensure you mask any confidential information): Version (include the version yo…
-
Digital Sales: Run the Publish Feed Elements Process to Index Activities errorSummary: I completed all the duplication of the activities pages and followed all the steps in this document Following the documentation to setup the Activities panel in…
-
opportunitiesOnBeforeSaveEvent() is not giving OptyNumber in the responseSummary: I am trying to use the opportunitiesOnBeforeSaveEvent() in the opportunities layout in Redwood Sales(CX-Sales). The use case that I am trying to use here is whe…Sreekanth M, Oracle-Oracle 31 views 7 comments 0 points Most recent by Sreekanth M, Oracle-Oracle Sales
-
Not able to see Guidance tab on Lead and OpportunitySummary: We have enabled Orchestrations for Lead and Opportunity in Redwood. we have ran the process of associating the records with Orchestration as well. But we are no…
-
Can a bind variable be passed as a value dynamically to the filter on the list pageSummary: While adding filter in list page we are able to give a alpha numeric value as a filter for a particular attribute. Can a bind variable or parameter be passed as…
-
Blank Customer Summary panel on Redwood Account pageSummary: I added Customer Summary Panel to show 360 degree view of the customer. However, it is blank. Nothing is shown. Content (please ensure you mask any confidential…
-
How to display data from secured external REST API in a Custom Panel and SV on Redwood Account pageSummary: Display data from secured external REST API in a Custom Panel on Redwood Account page Content (please ensure you mask any confidential information): We want to …
-
Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers…
-
NGS - How to change title in mashup ?Summary: On Account Object details screen we are tying to add VBCS page link. On Account we have Bank Account Foldout Panel. On Bank Account View All(subview ) we want t…
-
In Redwood, for searching an Account, we would like to capture the search keyword to embed into URLWe have a business Requirement to capture the Keyword entered in the Account Adaptive search to be used in a url 'Create an Order'. Currently we have created Finder chil…
-
In Redwood, how do I set the Sales Dashboard as the landing page for a user logging onSummary: I want to see what the options are to set the "Sales Dashboard" as the page someone goes to when they login Content (please ensure you mask any confidential inf…
-
Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or…Sreekanth M, Oracle-Oracle 43 views 2 comments 0 points Most recent by Sreekanth M, Oracle-Oracle Sales
-
Unable to configure pages in RedwoodReceiving the below error while trying to configure pages in Redwood for CX - Fetching user roles failed with error code Error: Make sure the typed in URL is correct, an…
-
VBS : Redwood Production deploymentHi Team, When deploying Redwood changes from the test instance to production, should we first deploy the job in the test instance before deploying it to production, coul…
-
How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask …
-
Video: Create the Visual Builder Studio ProjectCreate the Visual Builder Studio Project: One time setup to create the Extend Redwood Sales project in VBS From the Implementing Redwood Sales video series
-
Redwood - How can we show the custom panels and subview layout which fetches data from External APIsSummary: How can we show the custom panels and subview layouts which fetches data from External APIs Content (please ensure you mask any confidential information): If we…
-
How to remove create action in custom objects list page on redwood UISummary: How to remove create action in custom objects list page on redwood UI Content (please ensure you mask any confidential information): Version (include the versio…
-
Display Relationship Under the Contact Foldout PanelSummary: We are trying to show the relationship tab under the contact foldout panel. Reviewing the setup we understand the relationship is a child object under contact. …
-
Redwood- How to hide create button from Account list page?Summary: Hi @ Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snipp…Pratibha AdhavLTIMindtree 22 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
Redwood - How to design sales dashboard ?Summary: Hi @John Vakoc-Oracle Can you pls share the document to design Redwood Sales Dashboard. like how to configure metric card to show details based on saved searche…
-
How to rename an OOTB panel in RedwoodSummary: I want to rename the 'Products' panel on opportunities to 'Revenue Lines', but because it is OOTB/standard I cannot rename it, like you can with custom ones, an…
-
How to remove create product smart action from product list page on redwood UISummary: In Redwood we can see create product on product list page. We want to disable it but, couldn't find that in smart actions. How to disable it. Content (please en…
-
Unable to find roles to assign to Custom layouts.Hello, We're wanting to assign a custom layout to users having particular role. But we're unable to select the role in VBCS, i.e., the role name is not appearing. Any sy…