Redwood
Discussion List
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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… -
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 … -
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 21 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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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…
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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…
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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 …
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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…
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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…
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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…
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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…
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"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…
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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…
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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…
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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…
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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…
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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 …
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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…
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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…