Redwood
Discussion List
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Not able to create Intersection object record from smart actionSummary: Target object record getting created using custom smart action from the Opportunity/Account object. But the Intersection object record not getting created with … -
Address Verification Integration with Code 1 in Oracle CXSummary: I have implemented an address verification integration with Code 1 from Oracle CX, which is triggered during address creation in Oracle CX via OIC. When a user …
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Rename "Resource" Label in Outlook Add-in Page LayoutSummary: Is it possible to rename the "Resource" label (under which a user is displayed in the Outlook add-in page layout) to a different name? If so, could you please a…
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How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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How can we add a button under accounts subview pages.The requirement is to add a button (Sync Customer Note) on the subview page of Account Notes Panel under Accounts in Redwood CX Sales. PFA the screenshots. Version (incl…
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CX extension generator for service objects in redwoodSummary: Is CX extension generator available for service objects in fusion sales (redwood)? I created the cases object (standard service object) under contacts. Even if …
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How to use sales call guide authoring featureSummary: Sales call guide authoring Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snipp…
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How to add a deep link in Oracle delivered Redwood pageSummary: How to add a deep link in Oracle delivered Redwood page Content (please ensure you mask any confidential information): Need to add Deeplink for Internal PO, In …
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'Shared with Oracle' tag for chain of emails?Summary: When sharing a chain of emails from the Outlook Add-In tool, will all emails in the chain be tagged with 'Shared with Oracle'? Content (please ensure you mask a…
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Redwood UI: How to Replace Toggle Button with Dropdown (Yes/No) ?Summary: We have a requirement to replace a toggle button (checkbox) field with a dropdown list containing Yes/No values on Redwood UI pages. Is there any supported way … -
Redwood UI: Change Header Text on Contact Create PageSummary: We have a requirement to change the header text on the Contact Create page in Redwood UI. Specifically, we want to rename "Create Contact" to "Create Client Rec…
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Global Smart Action for list pagesSummary: Global smart actions are row-less and can be enabled for the Sales Dashboard. We have a smart action called Create Event which is a type of Appointment and we w…
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Video: AI Account AdvisorAI Account Advisor: Using the power of Generative AI, learn about the AI Account Advisor agent, and how to enable this in your Redwood Sales environment. https://videohu… -
What is causing this error in Account field in custom objectSummary: We have a custom object called Contracts_c and we migrated this object to redwood UI via CX extension generator but unfortunately most of the properties are not…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution https://videohub.oracle.com/embe…
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What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
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Microsoft 365 plugin - remove 'Add Sales Lead' optionSummary: When viewing an email in outlook, the default contact view is shown. Option at the bottom is to ad Account, Opportunity or Sales Lead. We do not use 'Sales Lead…
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User with Sales representative role cannot see objects in redwoodSummary: Redwood is enabled, and Sales Adminstrator can see all the objects in Redwood section. However, when a user with Sales Representative role logs in cannot see ob…
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Unable to search option in Redwood Manage Purchase OrdersSummary: We are unable to see the search option in Redwood Manage Purchase Orders within Oracle Cloud. As this functionality is critical for locating purchase orders eff…
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How make a field required based on a layout variableSummary: In Redwood , how can we make a field required based on a layout variable. We have created a boolean layout variable and set its value in an actin chain. when we…
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Issue when trying to add same competitor twice to an OpportunitySummary: We have defined Line Of business(FCL) at competitor level and in many occurences one competitor is associated to multiple line of business. And when we select t…
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Video: Working with the Generative AI Writing Tools Feature in SalesWorking with the Generative AI Writing Tools Feature in Sales: Leverage the power of the large language model to help you create emails and other text flows in CX Sales.…
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Video: Enabling Generative AI in SalesVideo: Enabling Generative AI in Sales This video will introduce how to opt-in to Generative AI features generally, and how to enable some for smart actions that allow y…
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Retain Adaptive Search Filters with Query-Based Product Filtering in LeadsHi @John Vakoc-Oracle and Team, We are currently using Adaptive Search filters in the Product field on the Leads page to allow users to filter products by Product Catego…
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are attachments shared with Redwood UX add-inSummary: are attachments shared with Redwood UX add-in and UI Content (please ensure you mask any confidential information): Version (include the version you are using, …
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Redwood Migration Accelerator still not enabled after CWB is appliedSummary: We are currently in 25B and have requested a CWB applied to enable the Redwood Migration Accelerator before 25C. The CWB has been applied successfully but we ar…
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Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout https://videohub.o…
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Video: Adding a Notes Panel to Standard Sales ObjectsAdding a Notes Panel to Standard Sales Objects: By default, viewing notes on a standard object in the Redwood sales experience is done via the Show Notes action in a sub…
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can we have different VBS repository per group of custom objects?Summary: we have 2 teams Team 1 works in CX sales and custom object intended for CX Team 2 works on Custom Object intended for Hotel though its under CX sales module but…