Setup and Configuration
Discussion List
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Error In Workspace when Mass Updating ObjectsIssue Summary: In update 24B, Oracle introduced Parent-Child relationships between fields. We’re now encountering a problem with the Region and Branch custom fields due … -
Unable to Create Microsoft Team for Opportunity RecordHi Everyone, Our organization has been trying to enable the Microsoft Teams integration to enable the creation of Microsoft Teams from an opportunity record. When using … -
Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series -
Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
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Changing the Fusion Theme to a Custom OneSummary: Hi all, How can we change the fusion theme only with a transparent logo added to it without changing the current default theme or other themes, retaining the de… -
Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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Products created in Sales and not available in Work OrderHello, We've created 2 Products in Sales > Products with option Eligible for Service. But when we navigate to Service Request and try to add these products in Parts or W…Nalsoft Pvt Ltd 22 views 1 comment 0 points Most recent by Dimple-Nagesh-Support-Oracle Fusion Service
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Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
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Mask data because of GDPRSummary: We need to mask data of contacts because of GDPR (standard and custom fields). We have seen the data masking, but it is for the environment refresh. How could w…
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Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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Can we open the Deep Link for Qoute (CPQ) as separate window not within the frame of CX App?Summary: Currently, we are using the Deep Link for Quote based on this document "https://docs.oracle.com/en/cloud/saas/sales/oasal/configure-deep-links-for-workspace.htm…
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Not Able to Update Manager - HRManagerEmailAddress via API after 24D Update?Not Able to Update Manager in Resource Attribute HRManagerEmailAddress via REST API(crmRestApi) after Oracle Update 24D? before we can update the said Attribute: /crmRes…Christian Gerald Patacsil 21 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Change PersonName configuration to include Second Last NameThe current configuration for the standard field PersonName is a concatenation of title, first, middle, last, and suffix names. Is it possible to also include Second Las…
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Why isn't my dynamic choice list custom field showing in my Outlook add-in?I created a custom field in Sales (Dynamics 365) with a dynamic choice list, but it's not appearing in my Outlook add-in. I've checked that the field is properly configu…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
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Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…Lavu Kalyan Chakravarthi 22 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
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Can linkedin Navigator be made available in redwood account, lead and contacts page?Summary: Can linkedin Navigator be made available in redwood account, lead and contacts page? Content (please ensure you mask any confidential information): Can linkedin… -
Can we filter the Resource Organization DCL in Contract?Summary: In Contract > Parties > Team, when we add a Resource Organization, the selection pop-up displays even the inactive Resource Organization. Can we add filter to o…Limuel-Oracle 52 views 4 comments 0 points Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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Relationship between 1 or more fields in Sales Opportunities sectionWhen I try to change the BU (Business Unit) on an Opportunity already configured previously, the system automatically updates, bringing to the lowest value, 2 fields pre… -
Deep Link for Change History Subtab in AccountWorking Link - https://Cloud URL//fndSetup/faces/deeplink?objType=ORGANIZATION&objKey=AccountPartyId=300000450909892&action=EDIT When we are using the above link for nav…
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How to define Expiry auth lookup for Visa card filesSummary: How to Load Visa (VCF4) Files in Fusion Expenses and how to define Expiry auth lookup for Visa card files Content (please ensure you mask any confidential infor…
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How can I add address line 3 and 4 on the address column in workspace listview?How can I add address line 3 and 4 on the address column in workspace listview? Currently, the one's showing is address line 1 and 2. I've updated the the Manage Address…Marverick Serafin 37 views 1 comment 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
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Sales Assistant is not working on mobile appSummary: I have been following the documentation for enabling the CX Mobile app Each step proceeded perfectly; however, when I attempt to use the sales assistant feature…
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Request for Assistance in Adding a New Field to a Subject AreaSummary: I need help adding a new field titled "Service Request Number" to a specific subject area in Oracle. Content (please ensure you mask any confidential informatio…Juan Urra 33 views 1 comment 0 points Most recent by Angel Jimenez-Support-Oracle Reporting & Analytics for Fusion Service
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Creation Button not getting renamed using User Interface TextWe have the Standard Creation Button of Account in the list page. We have renamed the 'Create Account' to 'Create Corporate Customers' using User Interface Text tool. Bu…Sreekanth M, Oracle-Oracle 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Update Product Number in CX SalesSummary: CX Products created, with auto generated Product Number as CRM1001 and sequenced from there. We need to include our own product number instead of the sequenced …
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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser From the Implementing R…
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How to make a field editable based on another field value in VBCSHi team, We have a requirement wherein, a field Sector - Other (Text Box) must become editable if another field Sector (Fixed Choice List) is updated with value OTHER. F…
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Generating a Sequence number for a custom field in CDM?Summary: Hello Team, We need a Custom field which will be a sequence number. For example the highest value = A1000000 and it should start with A0000001. Can you please l…