Redwood
Discussion List
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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…
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Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat… -
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), …
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"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 22 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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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…
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Account Business PlansSummary: Questions on Account Business Plans Content (please ensure you mask any confidential information): We are trying to configure the Business Plans for Accounts in…
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Why one of the DCL field is not working in RedwoodSummary: One of the DCL on our custom object being migrated to Redwood is not working. We migrated the object via CX extension Generator. Other DCL is working fine like …
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In My teams filter should it shows only the subordinates records of manager.Summary: In My teams filter should it shows only the subordinates records of manager or subordinates record Plus my(Manager) records also. Ex For Manager's login do we s…
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_hdg0pttk/uiConfId/35965902
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How to add address in custom object in oracle sales redwood user interfaceSummary: We are in a situation in which we need to use a custom object in oracle sales to hold the data of one of the custom extensions of customer's legacy system data.…
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If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
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How do we get dynamic link for AR to associate Account?Summary: From account we are providing a link to open that account in AR , but the link in manage customers is not dynamic for different accounts and also its the same l…Tanvi Dappili-Oracle 38 views 2 comments 0 points Most recent by Tanvi Dappili-Oracle Receivables & Collections
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Custom DCL field Product Group is not working in Redwood UISummary: Created a custom DCL field Product Group, but in Redwood UI, the drop-down list is always blank/doesn't work. Content (please ensure you mask any confidential i…
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Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
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How can I make Home address and Mailing addresses required in HCM?Summary: We have a business requirement that states: Each employee is required to have ONE Home Address and ONE Mailing Address. Each one serves a different purpose. Whe…Jason Cushing 14 views 1 comment 0 points Most recent by Dhilipkumaar-Oracle Human Capital Management -
opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column…
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How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact…
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Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc…
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How is the action item generated for the Meeting Note Gen AI feature?Summary: Meeting notes authoring gen AI feature - does it generate Action Item in the note body or does it auto-create an activity record? Content (please ensure you mas…
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Customize address fieldsSummary: We would like to be able to only fill in the country field in address region when adding a contingent worker using visual builder studio Content (please ensure …Jean-Pierre Amuri 19 views 0 comments 0 points Started by Jean-Pierre Amuri Visual Builder Studio for HCM
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i…
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Redwood UI: How to restrict address changes based on address type?Summary: How to restrict Sales user from editing or deleting addresses that were sync over from Receivables customer? Content (please ensure you mask any confidential in…
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In Classic UI, the Lead Questionnaire feature is available OOTB. Is it available in Redwood UI?Summary: In Classic UI, the Lead Questionnaire feature is available out-of-the-box (OOTB). Is it available in Redwood UI? If yes, how can we enable it? If not, what are …
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Activities visible in Classic UI are not visible in redwoodI've noticed that i'm not able to see activities in Redwood that I can see in Classic ui. I only noticed once I was trying to export activities and saw not all activitie…
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Is Business Unit required for Opportunity in Redwood Sales?Summary: Is Business Unit required for Opportunity in Redwood Sales? Content (please ensure you mask any confidential information): In Redwood Sales, is Business Unit no…
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Change in Fonts of PanelSummary: We are using OOTB panels and there have been change in the font size of elements in Guidance panel recently. Due to which its not looking consistent with other …
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How to Add a refresh button to the Account object Landing Page?Summary: How to Add a refresh button to the Account and other sales redwood object Landing Page? Content (please ensure you mask any confidential information): I have im…