Redwood
Discussion List
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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… -
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 -
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 31 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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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 11 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…
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How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud?Summary: How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud? I want to change the highlight field instead of the Name field on the A…
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Can I use mobile phone browser for Redwood Sales?Summary: Can I use mobile phone browser for Redwood Sales? Content (please ensure you mask any confidential information): Instead of the mobile app, can I use the mobile…
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How can we remove the other section of edit layout of Service RequestSummary: We are currently migrating the Classic UI of Service Request to Redwood UI and we are seeing these extra section which are not needed by the business. How can w…
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Activity Stream showing "Yesterday" for an attribute I just modifiedSummary: Activity Stream showing "Yesterday" for an attribute I just modified Content (please ensure you mask any confidential information): I just modified an account's…
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I want to show more than 5 records list on standard panel where currently only 5 records are thereSummary: I have 9 records on child object and the panel of that child object only showing 5 records on the panel and i want to show the minimum of 15 record's on panel. …
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How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
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Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object?Summary: Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object? Content (please ensure you mask any confidential information): My client w…
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How to make a field as required in outlook add- in?Summary: I’m unable to make the Account field mandatory in the Outlook add-in for the Contact object. Is there a way to make it required on the contact creation page in …
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Custom duplicated panel card layout appearing blank on RedwoodSummary: On the Account object, we are currently using the standard Opportunity template along with the standard panel card layout, which displays four fields. To add a …