Setup and Configuration
Discussion List
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap… -
can we use a different address format for HCM -ERP for same country?Summary: In an HCM implementation project where ERP will be implemented later, is it possible to set different address formats? ERP has specific requirement which differ…Analia Kurlanz -Oracle 3 views 1 comment 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
Activity Number sequence series updateCurrently system is generating Activity Numbers which are contractiding with JDE integrated numbers.. Just a coincidence. So now i need to change formatting of Activity …
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How to Customize Default US Phone Number Format Across All Pages?Summary: We have a requirement to change the default US phone number format from (999) 999-9999 to 999-999-999. Is there any way to customize this format across all page… -
What is the difference between standard lookup and common lookup in oracle fusionSummary: Please help me understand the difference between a Common Lookup and Standard Lookups in oracle fusion. I tried to follow a documentation but could not quite ge…
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New item created is not working with account rule cretaionSummary: Content (please ensure you mask any confidential information): Hello everyone, I have created a new item and tried using it in AR invoices, and it is working as…Ranjith C 1 view 1 comment 0 points Most recent by Mahesh Adivishnu-Oracle Receivables & Collections -
Unable to create knowledge articleSummary: When I click on Create Article button under Authoring in Knowledge the I get an error message popup saying "You need an active locale to create a new article". …
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Possibility of Custom Error message for bulk UpdateAs we have a feature of Bulk Update of the data. Is there a possibility of defining the Custom Error Message for Bulk Update. Also the Error Messages should be based on …
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how to correct a formatting issue with email templateSummary: when a pending worker is converted to employee, a .rtf email template is sent to hiring managers with onboarding instructions. The email template includes numbe…
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Bulk user access blocking from Security ConsoleHi, is it possible to block user access from the Security Console in bulk without doing it one by one? Thank you, MartinaMartina Di Battista 11 views 1 comment 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
How can opportunity be accessed based on groupsSummary: Opportunity should be accessed based on groups other than creating team for each opportunity. Content (please ensure you mask any confidential information): Opp… -
Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…
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How to integrate CX with VPNWe want to know the possibility of restricting access to Oracle CX (Customer Experience) web services through our corporate network by enforcing the use of our internal …
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Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 31 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to create "self" Rollup?Summary: Is it possible to create a Rollup for an object, but using SAME object as Related? Content (please ensure you mask any confidential information): We have a scen… -
How can I provide ability for sales reps to create and edit Products and Product Groups?Summary: How can I provide ability for sales reps to create and edit Products and Product Groups? Content (please ensure you mask any confidential information): Version …
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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 -
Purge of objects' attachmentHi, our customer needs a formal confirmation by Oracle regarding the following aspects of data management and deletion in the system: Once an account is deleted, all ass…Mariachiara 11 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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Can we create a custom Scheduled Process in CX Sales and Service Fusion ?Summary: We want to create a custom Scheduled Process Job with our own condition and logic so is it achievable in CX Sales and Service Product ? Content (please ensure y…
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…
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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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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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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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Update checkbox fields based on updation of other field on Contact ObjectSummary: I have one requirement on CX Sales CRM - on Contact Object :- There are three Checkbox type Fields Catalog1_c, Catalog2_c, Catalog3_c now on same page there is …
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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