Setup and Configuration
Discussion List
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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… -
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 32 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 31 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 11 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… -
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…
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How to send email notification to resource when an Activity is assigned to that resourceSummary: Hi All, We have a requirement to send email to user to whom a new Task(activity) is assigned. Content (please ensure you mask any confidential information): The… -
Groovy Scripting : Set Attribute of Custom Field Based on the Value of Standard FieldIn relation to my previous inquiry Groovy Scripting: Split / Trim, I have made it work. However, since formula text field cannot be displayed to OTBI analysis report, I …
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24D/25A Fusion Menu Setup - Using Households in Redwood SalesIn 24D, we released the Household object type in Redwood Sales, enabling customers that use this type of account to enjoy the additional benefits of the new Redwood envi…
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…Christian Gerald Patacsil 150 views 20 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How to edit relationship subtabSummary: I want to edit the actions in the relationship subtab, I can not access these using application composer Content (please ensure you mask any confidential inform…
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How to get all the values for a custom field using groovy script?Summary: Hi Team, I have an Object 'Contact' where Sequence is Custom field of type 'Number'. Can you please let me know - In groovy script how can i get all the list of…
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Groovy Scripting: Split / TrimIs there a way to split / trim a string? For example: sampleAddress@email.com I only want to display sampleAddress and remove the @email.com.
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how to create hyperlink field in oracle cx mobile application.Hi Team, We are trying to expose hyperlink field in mobile cx application. To achieve this requirement , we have created text formula field in respective object and expo…
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Does Oracle provide any OOTB Language lookup?Summary: Hello Team, Does Oracle Provide any Out of the box Language lookup where it contain all the list of languages? Thanks, Harshini Content (please ensure you mask …
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Video: Adopting the Interaction Data Model for MobileAdopting the Interaction Data Model for Mobile: Enable the new Redwood based interation data model to record communications between reps and customers
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What are the steps for Deal Registration Approval Process in Oracle Fusion CX SalesSummary: I need When Deal Is up to 50M then approval goes to CEO other than under 50M then goes to Business Unit Head. Content (please ensure you mask any confidential i…
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How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas…
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How the “Status” field in the opportunity is being populatedWe would like to know how the “Status” field in the opportunity is being populated. Was it tied via update to the “Sales Stage” of an Opportunity or to the “Status” of t…
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Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
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How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
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Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
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Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
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How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res…