Category 42-2
Discussion List
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What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "… -
Will validation trigger for records created within seconds of each other?Summary: We have a validation trigger on the Contacts object to restrict duplicate emails while creating contacts. This works fine within Sales Cloud when users create c…
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CX-Standard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCSStandard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCS
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How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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can we change lead territory manually?Hi Team, Is there any way to change lead territory manually from UI, not by changing coverages. Thanks & Regards, Nikhil
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Opportunity data is not visible in Forecast UIHi Team, In the Forecast UI, we are unable to view the opportunity data in the snapshots. We have already run all the related jobs, but the data is still not appearing. …
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 … -
Deal Size Not Mapping to Opportunity Revenue During Lead ConversionWhen a Lead is converted to an Opportunity, we have enabled the copy maps to transfer the Deal Size value to the Opportunity Revenue (standard field) based on the client…
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Capture OTBI Report LogsSummary: Hello, We have a setup in which an OTBI report is triggered from Oracle Integration Cloud using SOAP APIs. We are experiencing intermittent issues where the OTB…Support Account 8 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf…
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Masking the Identity of the Customer when Sending a Service Request.Summary: Content (required): Is it possible to set up the Service Center and HR Help Desk functions to allow customers and employees to submit service requests to the co… -
Order stuck in Reservation taskSummary: We routinely have sales order lines that get stuck in Order Orchestration paused/locked . They hit our Reservation task and they get caught there with a "Change…
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unable to select business unit while creating users accountSummary: While creating users under My Teams → Users and Roles, user is not able to choose Business Unit. Content (please ensure you mask any confidential information): … -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
Is it possible to use Email Template in Service Request "Compose Email"?Summary: We need to use Email Template in Service Request "Compose Email". How? Content (please ensure you mask any confidential information): We need to use the Email T…Vignesh Prabhu Ganesan 25 views 2 comments 0 points Most recent by Vignesh Prabhu Ganesan Fusion Service
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Any way to use regex in OTBI?Summary: Is there a way to leverage regex in OTBI in some manner? I have seen methods to leverage it in OBIEE with the following syntax: EVALUATE('regexp_replace("Activi…
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Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales TabSummary: Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales Tab. But am able to see under Classic Sales Tab. Content (please ensure yo…
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How can we define payment method on Service Request ScreenSummary: Hi, How can we define payment method on Service Request Screen? How I will make sure that Service Billing which I am generating into Order Management as a Bill … -
Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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REST API - Unable to create a custom field of type Text for object AccountSummary: Unable to create a custom field of type Text for object Account Content (please ensure you mask any confidential information): We're trying to create a custom f… -
We are looking for the privilege or role that grant access to customer Invoices from Sales Redwood.Summary: Could you please help me find what is the role or privilege needed to see invoices from Sales Redwood in My accounts page. Is it possible to see the invoices wi…
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OTBI Report to pull Opportunity details with team membersSummary: Need an OTBI report on Opportunity and associated team members Content (please ensure you mask any confidential information): How to expose Opty team members de…S.Kumar 78 views 6 comments 0 points Most recent by AMIT KUMAR YADAV Reporting & Analytics for Sales
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Business Unit not available in Manage Users?Summary: The IT department just cloned production into a dev environment using the self-service clone. After cloning I am setting up Users in Manage Users (set up and ma…Carol Schiffler 574 views 4 comments 0 points Most recent by Yuki Yasuda-Support-Oracle Human Capital Management
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Custom Object Bell Notification - Configuration InquirySummary: To enable Custom Event notification Bell Function is there a way to include our Custom Sales Object in Notification Preferences (under Application Composer > No…Christian Gerald Patacsil 14 views 1 comment 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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"Error": "Entity provided in request is not an enabled top-level entity"Summary: We want to create a template with a custom list in Redwood using the API information: "…/crmRestApi/resources/latest/addressGeographies?fields=GeographyIdentifi… -
How can I register a RESTful Web Service that returns binary data in CX CRMUi Application Composer?Summary: We are trying to register a Web Service that returns a PDF file as binary data, but the REST Web Service creation screen only allows us to create it using a Sch…
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Unable to Add Custom Field in AR Receipts (Header Level) – AR Object Not Visible in AppIn Receivables → AR → Receipts, I am trying to add a custom field at the header level of the receipt. However, I'm running into a few issues: I cannot find the AR object…
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Is it possible to change the default sorting of a subtab?Hello, We need to change the default sorting of a standard subtab on Service Request object page. In the service request object there is a subtab in which the contacts o…