Redwood
Discussion List
-
How to Disable GEN AI Summary on Opportunity 360 PageWe would like a way to remove the GEN AI summary from the Opportunity 360 page, as it occupies UI space, given that the “Generate Opportunity Summary” feature is already…K Rohith Kumar Reddy 42 views 2 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales -
Implementing Translation for Error Messages in action chainSummary: We have an error message that has been implemented from VBCS action chain. Now we got a requirement that this message should be translated in multiple other lan…
-
Primary Business Unit Not Auto-Populating in Redwood UIWe have enabled the standard Business Unit field in the Redwood UI. Normally, this field auto-populates based on the user’s assignment in Manage Resource Organization Me…K Rohith Kumar Reddy 21 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
-
Add a button to the Redwood account edit screenContent (please ensure you mask any confidential information): I have the following question. I am currently using a Redwood account. I would like to make the following …
-
How to add fields that are not present & additional bottom section in the Mobile UI for contacts?In the mobile setup for Contact details page UI, the system information fields such as "Creation Date" and "Last Updated By" are not available to add in the UI. Also, th…
-
Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 … -
Deal Size Not Mapping to Opportunity Revenue During Lead ConversionWhen a Lead is converted to an Opportunity, we have enabled the copy maps to transfer the Deal Size value to the Opportunity Revenue (standard field) based on the client…
-
Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
-
When creating a lead, why doesn’t the primary contact is not defaulting based on Account Selection?Summary: In Redwood, when we create lead from account the Primary contact is getting defaulted. But when we are creating from leads and selects the Account the Primary C…
-
Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
-
The configure forecasting is not working in redwood sales UISummary: The configure forecasting is not working in redwood sales UI for the second time we could see only read only field Content (please ensure you mask any confident…
-
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…
-
Opportunity edit layout not getting defaulted as per assigned roleSummary: We have coped the opportunity page layout for another BU and new custom role is created and that layout is VBS, now login with user having that particular role … -
Masking the Identity of the Customer when Sending a Service Request.Summary: Content (required): Is it possible to set up the Service Center and HR Help Desk functions to allow customers and employees to submit service requests to the co… -
REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec…
-
Business Plan in Redwood is available from 25C release but the Tile is not yet updated for RedwoodSummary: The Business Plan for accounts are available as part of 25C release but we see that the Business Plan tile still points to the classic ui and we do not have a s…
-
Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
-
In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please …
-
Is it possible to use Email Template in Service Request "Compose Email"?Summary: We need to use Email Template in Service Request "Compose Email". How? Content (please ensure you mask any confidential information): We need to use the Email T…Vignesh Prabhu Ganesan 21 views 2 comments 0 points Most recent by Vignesh Prabhu Ganesan Fusion Service
-
Display fields of the current record in a panel on the details pageWe have a customer requirement where the customer would like to have the ability to display fields of a record in a dedicated panel section of the object's details page.…
-
Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i…
-
Redwood: Why does the new version of MS Outlook 365 add-in is not visible in the 'New Outlook'?Summary: I am in the process of migrating the old version of 0365 add-in into CX Sales Redwood UX. I was able to generate the manifest file and deployed it. It is visibl…
-
VBCS Redwood cx-picker for custom object showing extra unknown filter that causes errorSummary: We created a custom cx-picker template for custom object in VBCS for our Redwood UX. However, in the LOV it has an option that appears to be a saved search that…
-
Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
-
Need Clarification - How "Link" action works in Redwood Sales AccountsSummary: In Oracle Redwood sales Account object, we see an action called "Link". We would like to understand the functional purpose and expected behaviour of the action.…
-
We are looking for the privilege or role that grant access to customer Invoices from Sales Redwood.Summary: Could you please help me find what is the role or privilege needed to see invoices from Sales Redwood in My accounts page. Is it possible to see the invoices wi…
-
Redwood UI, Unable to Create Contact Using Custom Role (“Permission is required to edit this field”)Redwood UI – Unable to Create Contact Using Custom Role (“Permission is required to edit this field”) Hello everyone, I’m implementing Oracle Fusion Sales (Redwood UI), …
-
"Error": "Entity provided in request is not an enabled top-level entity"Summary: We want to create a template with a custom list in Redwood using the API information: "…/crmRestApi/resources/latest/addressGeographies?fields=GeographyIdentifi… -
Is it possible to have "Select All" option for Multi-select menu field in Redwood?We need to check if it is possible to select all LOVs in multiselect menu field in Redwood. Kindly let me know if there is any feasibility.Vignesh Prabhu Ganesan 21 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
-
Is it possible to filter products dynamically based on dynamic filters on Opportunity (redwood)?Summary: Currently, when using the "Add Products" Smart Action on opportunity with redwod, the screen only displays pre-built filters: "Filter by Territory" and "All Pro…