Category 42
Discussion List
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Can we modify the banner warning in redwood for mandatory fields?Summary: We need to modify the content of the banner warning which is displayed when a conditional mandatory field(category) is not filled in by the agents. Content (ple… -
What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…
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Why some of our opportunity records are read onlySummary: Some of our opportunity records are read-only although we have an admin role. We are expecting that all of the opportunity records are editable in our view. Is …
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.… -
Show or hide a field based on Competitor DCL valueSummary: We have a scenario where we need to show/hide field based on specific value in DCL field. The Id field is used to select the value in competitor but as these co…
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How to make a city state field as a dropdown field in account objectSummary: Content (please ensure you mask any confidential information): Hi Team, In the Account object in Redwood Sales, we have address fields such as Address Line 1, A… -
The sales outlook addin user interface does not display formatted fields.Summary: In contact custom creation layout, I have inserted the formatted fields. I attempted to add the formatted fields through the productivity application setup and …
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Is there a REST API or SOAP Web Service to Create Account Site Contacts in Customer?Summary: Looking for a REST API or SOAP Web Service to create Account Site Contacts in Customer (as shown in the UI under the Communication → Account Site Contacts secti…
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Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci… -
Unable to Update PartyStatus Field via REST API or Groovy – Field Appears Read-OnlySummary: We are attempting to programmatically update the PartyStatus field for a party record using both REST API and Groovy scripts. However, our attempts have been un…Abhishek Kumar Pandit 7 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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EnrichmentSummary: I try to Merge sales account and i can't find Enrich Account Action Button ? Content (please ensure you mask any confidential information): Version (include the…
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CDM License for end dating Ship to SiteSummary: Is it possible to end date a Customer Ship to Site and avoid getting it in the AR transaction LOV without CDM license? Content (please ensure you mask any confi… -
How can a custom attribute be added at a contact point level?For every contact point (Email/Phone Number, etc.) created for a Person within the Customer Data Management module, I wish to create a custom check box that can individu…
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Opportunity owner gets blank after click on save buttonSummary: When we change the owner and click save button and again come back on opportunity detail page the owner field become blank, user can update the order fields wit… -
Export App UIs to migrate to different environments?Summary: We created an app UI inside an install. We work with various clients and want to take this custom App UI elsewhere. Is there a clean way to export just this? Fr…
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In Oracle Sales Cloud, is it possible to display “Log a Call” tasks on the calendar?Summary: Hello everyone, We’d like to have the “Log a Call” tasks appear in the calendar view ,similar to appointments . Is there any configuration or workaround in Appl…
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How can I add an “Export Attachments” action on the Opportunity’s Attachment section?Summary: Hello everyone, We’d like to provide users with the ability to export all attachments directly from the Opportunity for example, by adding a button or custom ac…
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How can I display the attachment creation date in the UI (Application Composer)?Summary: Hello everyone, In Opportunities, we have enabled attachments. How can we also display when each attachment was added? We’d like to show the Created Date of eac…
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Run when an event occurs - RoutinesSummary: We are using the Routines for scheduling , here we have a use case where we need to update the child account field when the respective parent account field is u…
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Create button missing for custom object after 25C update in Prod env in Sales CloudSummary: Create button missing for custom object after 25C update in Prod env in Sales Cloud. Test env is fine and the create button is present after 25C update too. Bef…
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Is Redwood UX available for Competitors?Summary: Is Redwood UX available for Competitors? Content (please ensure you mask any confidential information): If yes, what's the steps to enable, cause I can't seem t…
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What is the order of execution for server scripts between parent/child objects?Summary: If I have groovy scripts in a parent object and in its child objects, which scripts run first? Parent scripts or child scripts? Version (include the version you… -
Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…Harshini Amancha 36 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Cannot Right click to Duplicate Tabs in Fusion CX SalesSummary: The user reported that when they are on an opportunity record, and they try to duplicate that record into a separate screen by right click on the tab, click dup…
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Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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OSC: Get account/address details from Address Id using REST APISummary: We are upgrading middleware calls from SOAP to REST API. The third party system is saving AddressId and was using AddressId to get to fetch the Address details …
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Issue in Updating Account DataSummary: We are trying to update the Account Owner using the File Import process. In the import file, we are providing the Account Party Number and the Owner Party ID, a…
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In Oracle CX Sales, how to create a REST URL with two search parameters using the q=In CX Sales, I have three opportunities fields: one called PrimaryContactPartyNumber, the other is called CPCStatus_c, and the other OpportunityType_c. The need is to cr…
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Documetation on Redwood UISummary: Documetation on Redwood UI Content (required): Redwood UI is new enhanced UI from Oracle. Do we have any detailed docs on it? Does it come with CSS or JS functi…
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How to identify change in industry field using triggers?Summary: When we update the Industry field on accounts changed CX, how can we able to identify the changed value from scripts? Content (please ensure you mask any confid…