Redwood
Discussion List
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series -
How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 42 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
How to remove the commas from a Number field in Oracle RedwoodSummary: We have Quote Number field where commas are getting added when we enter a number. Is there a way to remove the commas. Content (please ensure you mask any confi…
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How to stop CRM users delinking a customer contactHello, We have integrated Redwood CRM with CPQ, Order Management, and AR to allow us to raise Opportunities and Quotes which then create recurring Orders and Invoices. H…Lewis Hamilton 32 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
How to migrate Extension Generator default smart actions to another environmentSummary: We have default smart actions from Extension Generator in fusion dev environment and imported to VBS dev environment. After migrating the VBS changes from DEV t…
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Redwood-Product hierarchy in OOTB product fields of leadSummary: Hi Team, In classic UI while adding a product to opportunity revenue line, user is able to select the product group/product from product hierarchy. Could you pl…Mahesh VT 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Help Creating Event Listeners and Action ChainWe are looking to create an Even Listener and Action Chain so that when we change an Opportunity Type it automatically changes to a specific Sales Stage. The documentati… -
Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series
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Can you automatically attach a CPQ Quote to an Opportunity?We are looking to automatically have the CPQ Quote attached to it's Opportunity. We'd like a copy of the PDF quote that's generated to be added as an attachment to the O…
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
Redwood: Revenue Schedule is not having Grand Total for quantity and Amount like Classic UISummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Microsoft 365 plugin to Create OpportunitySummary: We are currently using the Oracle CX Sales Microsoft 365 ad-in/plugin and we've been advised that we HAVE TO upgrade as part of 25B. This is unfortunate since w…
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Redwood UI : Need to Enable Create Contact Action from Create Account within Opportunities PageSummary: In the implementation, navigating to the opportunities create or edit page, there is a dcl on Accounts which also has a "Create Account " action We can Create A…
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Redwood Fragments(CX-Sales) - Add and configure Fields to Single Field Update Search ListIs there a way to add OOTB/Custom Fields to the Contact Object: Single Update Field Search List We cannot perform the following actions for OOTB/Standard contact fields …
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Contact and Account Merge in Fusion SalesSummary: Is contact/account merge only available if you hace Customer Data Management? Content (please ensure you mask any confidential information): We are trying to me…
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Video: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series
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Filter Criteria is not working on Adaptive searchSummary: I’m currently facing an issue while working with the Adaptive Picker I’ve added a filter criteria in the template, where I'm trying to reference the value from …
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How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi…
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Is it possible to display a multi select choice list as a bunch of checkboxes in Redwood Sales?Has anyone been able to display a multi select choice list as a bunch of checkboxes? I have a list that is a bit long and rather have the user scroll through the list, I…
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How to use an Action Chain to Change Opportunity required fields based on Opportunity TypeSummary: We are looking to auto-change the opportunity creation page depending on the opportunity type we select at the time of creation. Basically we have a default cre…
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Is possible to do Mass update of record with particular date range in redwood on list page?Summary: Is possible scenario like Mass update of record with particular date range in redwood? list page? User can update record based on date range provided. Content (…
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Create Opportunity Page Reloads Multiple Times in Redwood UIHi all, We’re experiencing an issue in Oracle Fusion Sales Cloud (Redwood UI) when attempting to create a new Opportunity. Whenever we open the Create Opportunity screen…
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database From the Implementing Redwood Sales video series
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Redwood CX CPQSummary: We currently have CX/CPQ integration working great in non-Redwood. We are migrating Sales over to Redwood. The Quotes show up and work correctly in the Quote Pa…
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what settings would ensure that email notifications will have noreply@companydomainnam as the senderSummary: Hi Team, We have setup a few routines in the system that trigger an email to users whenever a lead is rejected OR when a new activity is created. The email noti… -
How to add sections in Sales Redwood page?Summary: Have a good day community. I enabled sales redwood to configure it. Create the project as Visual Application. When entering the contact details and clicking on …
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How to set default value of fixed choice list in RedwoodSummary: We have a Custom object with custom FCL with default value set up in Application Composer. But the default value is not reflecting in Visual Builder. I tried to…
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How can we remove extra filter that is available using the cx-pickerSummary: Initially, the Primary Partner (FusePartnerName) is not available in the list of fields in VBS (Redwood UI). Support engineer Florin suggested to use the Primar…
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M:M Relationship between Standalone custom object and Work Order in Fusion serviceSummary: We have a requirement for which we need to create a standalone custom object and associate it with Work Order. Is it possible in Redwood Fusion Service center ?…
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How to get custom field value for the logged in user in RedwoodSummary: We have a custom field on Resource object. We need the data of this custom field in Action chain for the Logged in user and set it to another custom field in Op…