Category 42-2
Discussion List
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how can I deactivate multiple resources in bulkSummary: I am looking to deactivate multiple resources in bulk as their 'user' record was suspended but their resource is still active. As a result, they are still 'sele… -
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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Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
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OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re…
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Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
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Is there any Oracle driven functionality behind opportunity type code in Oracle salesThere are 3 types of OOTB opportunity type codes like NEW, RENEWAL and EXPANSION, Are these just static values with no background functionality or any functional behavio…
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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 -
How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …Meheffler 22 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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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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How to manage daily rates using API?Summary: How to manage daily rates using API? Where can I get more information about API for daily rates? Is it REST or SOAP? Version (include the version you are using,…
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API to create csustomer profile at Party LevelSummary: I'm looking for a webservice to create a customer profile at Party Level. There may be cases where I won't be having any account/ customer account id hence I ne…
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Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series
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Can you automatically attach a CPQ Quote to an Opportunity?We are looking to automatically have the CPQ Quote attached to it's Opportunity. We'd like a copy of the PDF quote that's generated to be added as an attachment to the O… -
can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
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Error while creating CustomerProfile Attribute PartyId in view object OrganizationParty can't be setSummary: I'm trying to create Customer Profile using SOAP webservice. I'm getting Error while creating CustomerProfile 'JBO-27008: Attribute PartyId in view object Organ…
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What roles are necessary for manage daily rates?Summary: Hi, Which role is necessary for the user to be able to create daily rates in spreadsheet? The user that will be updating the daily rates is NOT a setup user, bu…
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Not Able to Update Customer Contact Point via REST APISummary: Why Contact Point REST API /crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint only works for some PartyNumber? Content (required): **…
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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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OTBI Agent does not send out an emailSummary: We have a daily agent which sends an email with an excel file attachment. The agent run successfully daily until a week ago, when running the agent we can see t…
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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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Request Account Assignment process not assigning territories to partnerSummary: We have created a child territory of "Partner" type under Parent Territory of "Prime" type. We also added some partner accounts as inclusions and then we ran th…
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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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CX Sales Mobile - How to accessing custom fields via query('resources') and making REST requestsI’m developing a script in Oracle Sales Cloud Mobile and have two questions related to data retrieval: Custom Fields via query('resources'): I’m using the command const …
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How to use an Action Chain to Change Opportunity required fields based on Opportunity TypeSummary: We are looking to auto-change the opportunity creation page depending on the opportunity type we select at the time of creation. Basically we have a default cre…
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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 (…