Category 42
Discussion List
-
How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.… -
What is available for migrating Incentive Compensation between environments ?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: What is the best way to migrate entire elements (Plans, Components…Kim Vu-Support-Oracle 68 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation -
workspace - Enable export option on custom object(only one object) for a particular job roleSummary: We have custom job role and would like to give access to export button for a custom object(only one). How to give access to export buttion option on workspace f…
-
Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment … -
How can we add a button under accounts subview pages.The requirement is to add a button (Sync Customer Note) on the subview page of Account Notes Panel under Accounts in Redwood CX Sales. PFA the screenshots. Version (incl…
-
As sales representative not able to edit notes under activity panelSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
Events in fusion SalesSummary: I recently came across an Events object under Sales in a demo environment of Oracle Fusion CX Sales. However, I couldn’t find any documentation or configuration…
-
CX extension generator for service objects in redwoodSummary: Is CX extension generator available for service objects in fusion sales (redwood)? I created the cases object (standard service object) under contacts. Even if …
-
How to use sales call guide authoring featureSummary: Sales call guide authoring Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snipp…
-
Fusion REST API filtering based on child resources: journal batches, journal headers, journal lines?Summary: Querying the Fusion Financials journalBatches REST API with the filter, q=journalHeaders.journalLines.AccountCombination='ABC-123-DEF-456' returns all batches. …
-
How to add a deep link in Oracle delivered Redwood pageSummary: How to add a deep link in Oracle delivered Redwood page Content (please ensure you mask any confidential information): Need to add Deeplink for Internal PO, In …
-
can I purge all CDM sales account data?Summary: I am looking to remove all sales account data from Oracle Fusion Customer Data Management (active and inactive). I want to reset all the account data but leave …
-
Running duplication identification between Account and ContactSummary: Is it possible to run duplication identification in Oracle Fusion Cloud Applications Customer Data Management between Account/Organization records and Contact/P…
-
The Entity object can't be created. Contact your help desk. (ZCX-3075001)Hello I am trying to create custom object but I am getting the following error "The Entity object can't be created. Contact your help desk. (ZCX-3075001)" I have the adm…
-
Export and import saved searchs using rest APISummary: Hi, we are trying to export saved search using rest api to be able to import them in other environments. This is needed to mantain the same UID across different…
-
ATO sales orderCreating ATO sales order at at this (The configuration cannot be initialized because the item V8 - Laptop Colour contains an insufficient number of child item)is there a…
-
how to create customer site level contact address using soap/rest apiSummary: need guidance on add address for contact on customer account site level using api. Content (please ensure you mask any confidential information): i am able to c…
-
'Shared with Oracle' tag for chain of emails?Summary: When sharing a chain of emails from the Outlook Add-In tool, will all emails in the chain be tagged with 'Shared with Oracle'? Content (please ensure you mask a…
-
Redwood UI: How to Replace Toggle Button with Dropdown (Yes/No) ?Summary: We have a requirement to replace a toggle button (checkbox) field with a dropdown list containing Yes/No values on Redwood UI pages. Is there any supported way … -
Redwood UI: Change Header Text on Contact Create PageSummary: We have a requirement to change the header text on the Contact Create page in Redwood UI. Specifically, we want to rename "Create Contact" to "Create Client Rec…
-
Global Smart Action for list pagesSummary: Global smart actions are row-less and can be enabled for the Sales Dashboard. We have a smart action called Create Event which is a type of Appointment and we w…
-
Video: AI Account AdvisorAI Account Advisor: Using the power of Generative AI, learn about the AI Account Advisor agent, and how to enable this in your Redwood Sales environment. https://videohu… -
Documentation for Enabling Sales AI FeatureSummary: We are working to enable the available Sales AI features and capabilities, but we are having trouble finding documentation for some of them: Pricing and discoun… -
Error while Synchronizing Products to CPQSummary: We are getting error when opening OOTB Synchronize Products with CPQ ( DATAINTG-100 ) Error: Status : 400{"title":"Bad Request","status":"400","o:errorDetails":… -
Can I migrate to the Redwood version of the Outlook Add-in without using the Next Gen Sales UI?Hello, I use the CX Sales Outlook Add-in with Outlook 365, and recently I started experiencing authentication issues. While reviewing the environment settings in the Sal…
-
What is causing this error in Account field in custom objectSummary: We have a custom object called Contracts_c and we migrated this object to redwood UI via CX extension generator but unfortunately most of the properties are not…
-
Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution https://videohub.oracle.com/embe…
-
What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
-
Loss Story in Redwood SalesSummary: We have Generate Win Story feature in Oracle CX Redwood Sales , how we can have the similar feature for Lost Story as well. Content (please ensure you mask any …