Redwood
Discussion List
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Account-Contact Option in OOTB Contact DCL on OpportunitySummary: When I go to any Opportunity through redwood sales. I go to the overview page. Under SmartActions I type 'Add Contact'. There comes a drawer with a Contact DCL.… -
Will Standardized Event Handling be coming to Redwood Sales?Summary: Read about this feature for Service Center in 25C: https://docs.oracle.com/en/cloud/saas/readiness/service/25c/bsvc-25c/25C-b2b-service-wn-f36608.htm#Steps-to-E… -
How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
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Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
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How to hook to the action menu in a panel for custom action chain?Summary: Hello, I'm trying to hook up a customization to the "Remove" option in this panel. This is the out of box relationships panel on the contact detail page. For ot…
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REDWOOD: How can we copy Account Plan (Business Plan) in RedwoodSummary: One of the available actions of Business Plan object is the 'Copy'. I can't see this option in Redwood. Would this be available in the upcoming releases? We are…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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Documentation for the parameters and supported values for cx fragmentsSummary: Do we have a documentation for the parameters and supported values for all cx fragments along with some examples. Content (please ensure you mask any confidenti… -
Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses… -
Redwood: Empty Header when adding new fieldSummary: Why does the Header of Account Plan (Business Plan) turned to be empty when adding field? I am trying to add StatusCode field on the custom header but when doin…
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Difference between Call and Log a call.Summary: We have two smart actions in sales Call and Log a Call and the same is there for every object in the system but when we try to execute these actions redirect to…
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Redwood: Opportunity Product Picker templateSummary: Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to - Use …
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Issue with Conditional Requirement of Account/Contact Fields Based on Category in Redwood SRCreationSummary: I am currently facing an issue while creating Service Requests (SRs) in Redwood. The requirement is to make the Account and Contact fields conditionally require…Sourabh Sen 11 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Fusion Service
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After Creating OTBI Reports when i select that report in visualization data is inaccurateSummary: I created analysis on custom object and used sum filter on one column called total, in analysis it is reflecting correctly, but when i select that report in vis…
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Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
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Unable to fetch the PUID for a particular account in the button action chain invoking OIC iSummary: Unable to fetch the PUID in the field having a button named as Sync Customer Note for a particular account in the button action chain invoking OIC in the header…
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How to create a common Redwood navigation URL for Create Notes to be used in all objectsSummary: Redwood Navigation URL for Create Notes Content (please ensure you mask any confidential information): Customized redwood sales Dashboard and added Action menu …
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How to add description field in attachmentsSummary: How to add description field in attachments of any standard or custom object. Content (please ensure you mask any confidential information): We are trying to ad…
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PDH Custom role in in redwood UI is not working 25cSummary: PDH Custom role in in redwood UI is not working 25c Content (please ensure you mask any confidential information): we have created view and edit 2 role which is…Pramod Parida 21 views 3 comments 0 points Most recent by Manali Biswas-Oracle Product Master Data Management
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For existing customer Lead is to be converted without creating any corresponding OpportunityBusiness Requirement: To close/convert a Lead while business do not want to create an opportunity in few cases and end the Sales process journey with the Lead closure it…
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Unable to fetch Custom objects Audit history via RestAPISummary: We have a requirement to capture the audit history of custom objects using the REST API. To support this, we have enabled auditing for the relevant custom objec… -
Call Smart ActionHello, I have a question: How can I call a smart action using a button in Redwood? Currently, I do it with an Open URL, but it refreshes the screen, which is what I don'…
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How to create a calculated field in Redwood UISummary: I created a calculated field in VBS as place holder of the computation of the 2 fields in the layout logic: let CalVal; if($fields.TargetValue.$numberValue()>=1…
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While doing inline editing for custom object's subview layout i am getting errorSummary: While doing inline editing for custom object's subview layout i am getting error as 'invalid attribute "300000004715733" in the payload' Content (please ensure …
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho…
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Why Business Unit ID is mandatory in Redwood Sales opportunity creationWe are enabling Redwood Sales. When we are trying to create opportunity in Redwood Sales >> Opportunity page, its asking for Business Unit ID. It was not the case in Cla…
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Generic Error on updating opportunity status by a team member with full accessSummary: Business user with full access to the opportunity is trying to update the status and gets a very generic error saying 'Save failed'. The user has the right priv…
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). … -
Redwood: How can we display or access resources (Team) on Business PlanSummary: Team is one of the subtab of Business Plan in Classic UI. As we are migrating the configuration to redwood UI, we need also to display this in UI for the users …