Category 42
Discussion List
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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… -
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 (… -
How delete Sales Lead in BulkSummary: I want to delete all the Sales Leads in bulk, in the test environment I first exported all the Leads and with the import activity I deleted them with the Lead I…
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How Oracle AI model predicts the Similar Accounts?Summary: I have been trying to configure a "Similar Accounts" model as per the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-a-similar-ac…
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Create Opportunity Page Reloads Multiple Times in Redwood UIHi all, We’re experiencing an issue in Oracle Fusion Sales Cloud (Redwood UI) when attempting to create a new Opportunity. Whenever we open the Create Opportunity screen…
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Retire ore Reject - Sales Lead Mass ActionHello community, Mass Remove and Reject Leads records are required. In the classic view it was possible, but when using workspace the options do not appear when selectin… -
Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database From the Implementing Redwood Sales video series -
Redwood CX CPQSummary: We currently have CX/CPQ integration working great in non-Redwood. We are migrating Sales over to Redwood. The Quotes show up and work correctly in the Quote Pa…
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what settings would ensure that email notifications will have noreply@companydomainnam as the senderSummary: Hi Team, We have setup a few routines in the system that trigger an email to users whenever a lead is rejected OR when a new activity is created. The email noti… -
How to add sections in Sales Redwood page?Summary: Have a good day community. I enabled sales redwood to configure it. Create the project as Visual Application. When entering the contact details and clicking on …
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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 1 view 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
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How can we remove extra filter that is available using the cx-pickerSummary: Initially, the Primary Partner (FusePartnerName) is not available in the list of fields in VBS (Redwood UI). Support engineer Florin suggested to use the Primar…
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How to Ensure Accuracy of Generative AI Account Descriptions in Oracle Fusion Sales Cloud?Company: Innovacx Tech Labs Pvt Ltd. Summary: We're using the Generative AI Account Description feature in Oracle Fusion Sales Cloud and are noticing inaccurate or fabri…
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"The user is already associated with another account" error upon logging in the MS365 CX Sales CloudSummary: An error is encountered "The user is already associated with another account" upon logging in the MS365 CX Sales Cloud "Engagement Cloud" Has anyone encountered…
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M:M Relationship between Standalone custom object and Work Order in Fusion serviceSummary: We have a requirement for which we need to create a standalone custom object and associate it with Work Order. Is it possible in Redwood Fusion Service center ?…
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How to get custom field value for the logged in user in RedwoodSummary: We have a custom field on Resource object. We need the data of this custom field in Action chain for the Logged in user and set it to another custom field in Op…
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product image update doesn't trigger product updateSummary: We open a product attach an image and click on "Save and Close". This action doesn't updates the Product at record level and our groovy written for Product upda…
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Default value setup on Custom FCL field is not showing the default value in RedwoodSummary: We have given default value for few Custom FCL fields which is working fine in current adf pages, when the same fields are used in Redwood, the default values a…
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how to show account's address on the opportunity page or via smart actionSummary: the customer (account) have many address and we need to show these address on the opportunity page itself or via a smart action, how to achieve that? Content (p…
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How to modify navigation list in the footer in Redwood UISummary: We have a different system implemented on the CRM Cloud platform using all Custom objects. We are currently migrating to Redwood UI. Currently the footer with t…
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Partner Name field in Redwood is MandatorySummary: I observed that the Partner Name(PrimaryPartnerOrgPartyName) on Opportunity object is always required. The required check box is unchecked. How could we make it…
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Update checkbox fields based on updation of other field on Contact ObjectSummary: I have one requirement on CX Sales CRM - on Contact Object :- There are three Checkbox type Fields Catalog1_c, Catalog2_c, Catalog3_c now on same page there is …
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F…
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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Best Practice to Refresh/List-view Data in Redwood FragmentsSummary: List View Data Update isn't rendering after executing a Smart Action ( without a page refresh ). I tried leveraging the Event Listener: accountsOnAfterSmartActi…Christian Gerald Patacsil 56 views 8 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to stop an action chain excecution in the middel based on the condtionSummary: I have field on edit layout of opportunity revenue based on the field value a notification is fired when ok is clicked the drawer is closing automatically, is t…
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Blank page appears after logging into new Outlook Add-inSummary: After connecting the new Outlook Add-in, users successfully login but are then shown a blank page instead of the expected interface. Did anybody encounter this …
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Custom Extension in Visual Builder - List page rule set not loadingSummary: We have a custom object called ProjectTender. We ran the Extension Generator which created the required .zip file that we imported into Visual Builder: https://…
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…