Redwood
Discussion List
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How to modify navigation list in the footer in Redwood UISummary: We have a different system implemented on the CRM Cloud platform using all Custom objects. We are currently migrating to Redwood UI. Currently the footer with t… -
Partner Name field in Redwood is MandatorySummary: I observed that the Partner Name(PrimaryPartnerOrgPartyName) on Opportunity object is always required. The required check box is unchecked. How could we make it…
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F… -
Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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Best Practice to Refresh/List-view Data in Redwood FragmentsSummary: List View Data Update isn't rendering after executing a Smart Action ( without a page refresh ). I tried leveraging the Event Listener: accountsOnAfterSmartActi…Christian Gerald Patacsil 56 views 8 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to stop an action chain excecution in the middel based on the condtionSummary: I have field on edit layout of opportunity revenue based on the field value a notification is fired when ok is clicked the drawer is closing automatically, is t…
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Custom Extension in Visual Builder - List page rule set not loadingSummary: We have a custom object called ProjectTender. We ran the Extension Generator which created the required .zip file that we imported into Visual Builder: https://…
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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UI and workflow changes forced in 25B?Hi all, I'm trying to understand how much the workflow, views, & general navigation will change when 25B drops for OSC/CX. I paged through the "Design Thinking Workbook"…
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How Can we Create the Business Plan Panel Under Account Object of RedWoodUISummary: We know that Business Plan will be available soon but we are implementing RedWoodUI for most of the CX Sales object within the next 1-3 months. Account object i…
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How to see emails shared from Redwood Outlook plugin in SUI?Summary: Customer has the latest Redwood Outlook add-in installed, but they're using SUI. Customer shared email from Outlook to opportunity, and the e-mail is not visibl… -
REST API Calls Limit per Day/per MonthSummary: I would like to know the REST API Call limits per day for Fusion Sales. Is there a service document that I can refer to? Thank you! Content (please ensure you m…
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How to modify the List Page Columns of Custom Object Extension in Visual BuilderSummary: We have custom object in Fusion Sales and we used the Extension Generator to generate and export the .zip file to import into Visual Builder. Once imported into…
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How does Redwood UI impact custom objectsSummary: How does Redwood UI impact custom objects Content (required): We are transitioning from Workspace UI to Redwood UI. We do have a lots of Custom objects (Sales) …
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Digital Sales vs Redwood SalesSummary: We have enabled Digital Sales in Jan-24. I believe this is purely specific to Sales. As we have Redwood Sales too which gives much more visibility, for instance…
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Custom Opportunity Panel Cannot show in Redwood under Contact Foldout pageSummary: Hi There, we need to separate out the opportunity records into two panels based on sales method, and are trying to do it under contact foldout page. We are tryi…
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Is there a short format video demo of the latest CX sales for outlook add in and mobile app?Summary: I'm looking for short-format video demos showcasing the latest CX sales for the Outlook add-in and for the CX sales for the mobile app. Your assistance in provi…
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Error on RoutinesSummary: In Application Composer » Routines We have routine for Sales Leads got into paused state when try to activate the routines there was an ERROR. Content (please e…
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How to filter a standard chil panel and subviews based on one field valueSummary: Hi Team , In Opportunity we have on panel Opportunity Team and subview we want to filter it based on Type but not able to filter it out. Please help me to resol… -
Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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Seeing Service Request Icon in Redwood Sales SectionHi Team, We are seeing the below icon, in CRM Module, anyone knows the purpose of this icon and how can we remove for CRM Modules Regards, Rohan
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Open CPQ Quotes in new page, from CRM RedwoodCan we open the CPQ Quote in a new page
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Changes to VBS in 25B for Redwood SalesSummary: Was VBS changed for Redwood Sales in 25B? We just received the upgrade into our Test environment and now the editing pages are different. It looks like the Prop… -
Opportunity RevenueSummary: is it possible to add another field to the revneu lines layout Can we add a new custom field to the table if possible How can add Content (please ensure you mas…
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Disable Actions-->Export from list view in RedwoodSummary: Hi, we would like to know if there is a way to disable the "Export" action available in list view in redwood. For security reasons we should not allow users to …
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Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Redwood Service Center -- We want to disable "Update Asset" Smart action from Redwood Service CenterSummary: 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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Redwood Plugin Microsoft Authorization ErrorHello @all We have implemented the Outlook Redwood plugin for but we face an issue upon logging. Once the user tries to login to the plugin receives the error below: "Mi…
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please …AnchalSingh12 41 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship