Redwood
Discussion List
-
Video: Configuring External Web Services with Token Relay and ProxyVideo: Configuring External Web Services with Token Relay and Proxy: This tutorial will show you how to configure an external (non-Fusion) web service and integrate the … -
cx-picker not showing on subview panelSummary: I have a DCL field that when a value is selected, it autopopulates another text field. I used a template with cx-picker for the DCL field, as well as the text f… -
Edit Opportunity Revenue is showing White Screen Only in RedwoodSummary: Edit Opportunity Revenue is showing Blank page in Redwood UI, i checked the smart action we only have below actions related to revenue, and I have the said priv…
-
How to Configure Service Request in Visual BuilderSummary: We need to configure the layouts of the Service Request object in visual builder as part of our migration to Redwood UI. Under Layouts > Customer Experience > S…
-
How to access attachments of Interaction object in groovySummary: Hi, We have a requirement to show the total no. of attachments associated with the interaction (Redwood Sales) in a custom field. How to access attachment infor… -
How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va…Tamizharasi Murugan 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
How to add new report/infolets into redwood sales dashboard using visual builder studioSummary: We have new sales method created in CX sales, so in current sales dashboard of pipeline is blank, so we need to embed to report in redwood sales dashboard Conte…
-
A new role applied to a Redwood Search list is not retained after saving - what could cause this?Summary: We created a new role which is an exact copy of 29 other roles except for the name and role code. The sole purpose of these roles are to control search list beh…
-
Redwood: Enable for list view same field available in edit view in VBSSummary: Hi, we would like to add in the list view for an object in Redwood the same field we can add in the edit detail view for the same object. Content (please ensure…
-
Video: Suppress Defaulting the Primary Contact When Creating an Opportunity From the Account DetailSuppress Defaulting the Primary Contact When Creating an Opportunity From the Account Detail Page Using the onCreate event listener, the parameters that are passed to th…
-
Subscription Sub View Layout on Account Redwood is not Visible (Redwood)Summary: We are currently unable to view the subscription data on the Account subview layout, although the data is visible on the panel layout. Could you please confirm …
-
Navigation Dots in Redwood UIHi, We noticed that five dots have appeared to navigate between panels in the Redwood UI. Are these dots only meant for navigation, or do they have additional functions …
-
CSS changes are not reflecting in mainline after publishing the changes.Summary: We have facing issue to migrating css changes to mainline. Those changes are available in preview but not moving to mainline. Content (please ensure you mask an…
-
Adding Campaign Member list in the Campaign RedwoodUISummary: in the Classic UI we can have the campaign members as tab in the campaign edit layout, however this one seems like not supported in the Redwood UI, is there awa…
-
In mass update of leads, the fields for update is repeating every time "add field" is selected.In leads we have enabled 2 fields , i.e. Owner and Rank for mass update. When trying mass update on leads, we select Owner and click on "Add field", the option for selec…
-
CORS Error When Accessing Custom MyRequisitions Endpoint from VBCSSummary: We have created a custom endpoint MyRequisitions in Visual Builder Redwood. This endpoint is being called from Visual Builder Cloud Service (VBCS) events. when …
-
Redwood: Obtaining details about the current user Business Unit in a Javascript action chainSummary: Is there a direct way to get logged in user's Business Unit? I am currently using below code on an Action Chain attached to an even listener to obtain BU in a v…
-
OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re…
-
Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
-
redwood serviceSummary: How to add Custom fields on SR edit page? How to add fields on service request edit/details page? i have created 2 fiedls in application composer which was easy…
-
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 41 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…
-
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 33 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…
-
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
-
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
-
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…
-
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…