Setup and Configuration
Discussion List
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing … -
Modifying Columns on Activities Tab in CX SalesIs there a way to modify the columns on the header above? I would like to remove Priority and add Primary Contact field. It's important to see who an AM met w/ at a glan…
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Show aggregations even if count is 0Summary: In aggregations lets say I have a picklist of 30 values , in the response I get the values only if records are present, but we need to get all irrespctive of re…
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How to delete DoNotUse/retired custom fields on CX Sales?Summary: 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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Account column "Party Number" label "Account Number" display "Registry ID" on some Redwood pagesSummary: We activate Redwood Sales and are confirming page layouts from original Sales page layouts. The Account object has a column "Party Number" and it's label is set…
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How long does the history data gets stored in the CDM Audit tables?Can you please let us know how long does the data will be available in the audit tables. for example in HZ_ORGANIZATION_PROFILES_ how long history is stored ? Does data …
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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co…
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For Assets drilldown feature to be enabled on the Consumer field and a Custom Field in Redwood pageSummary: On the list page of the Assets object (renamed as Financial Accounts), we have 5-6 fields out of which only the OOTB field 'AssetNumber' (CX Ref ID) is drill ab…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series -
Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…Harshini Amancha 92 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Displaying Contacts of Account in an Account's Child ObjectHi all, I have created a new custom object under Account. I want to create a field where the choice are only the contacts of that specific account. Is it possible to add…
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Video: Extending the SubviewExtending the Subview: Adding and changing the fields that display in a subview table, along with an overview of subviews From the Implementing Redwood Sales video series
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Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
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Is it possible to set the size of CPQ pop-up adjusted dynamically according to screen resolution?Is it possible to set the size of CPQ pop-up to be adjust dynamically according to screen resolution? CPQ pop-up is too small when using an external monitor.
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
How to add Revenue Table or Product section with Browse Catalog button in Lead creation page?Summary: We are planning to add the revenue table or the product section in lead creation page in order for our user to select product during lead creation. Is this poss…
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How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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About mass update in workspaceHow can I increase the maximum number of mass updates when update of Opportunities and Leads in a workspace? -
Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli… -
Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Questions about scheduled process 'Maintain Party and Location Current Record Information'**This post was created as part of a How to Service Request (SR): 11.13.23.01.0 Summary of the question: 1.what is the functionality/purpose/expected behavior for these …Robert Mutton-Support-Oracle 576 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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Video - Modifying the Data on a PanelModifying the Data on a Panel: Change the dynamic form that control the data in a panel From the Implementing Redwood Sales video series
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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How to get the extended attributes of product from PIM to Sales cloudSummary: We are looking to get the products from PIM to Sales which includes the extended custom attributes. We are aware of the schedule process to run to get data from…
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Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…