Category 42
Discussion List
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Seeing Service Request Icon in Redwood Sales SectionHi Team, We are seeing the below icon, in CRM Module, anyone knows the purpose of this icon and how can we remove for CRM Modules Regards, Rohan -
Open CPQ Quotes in new page, from CRM RedwoodCan we open the CPQ Quote in a new page
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SR Due date calculation is delayedSummary: We have a requirement from client, where on the click of the button on the Service Request, the due date of service request needs to be copied from the SR to al…
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How to configure Vanity URLs for fusion sales cloud instancesSummary: How to configure Vanity URLs for fusion sales instances Content (please ensure you mask any confidential information): Version (include the version you are usin…Nikhil_Samudrala 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Fetch Partner contacts in groovySummary: I am trying to get all the Partner Contacts for a particular Partner using groovy. Content (required): We need to script/Object Name where we can fetch the abov…
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Changes to VBS in 25B for Redwood SalesSummary: Was VBS changed for Redwood Sales in 25B? We just received the upgrade into our Test environment and now the editing pages are different. It looks like the Prop… -
Opportunity RevenueSummary: is it possible to add another field to the revneu lines layout Can we add a new custom field to the table if possible How can add Content (please ensure you mas…
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How to Enable Bell notifications for CPQ-related events in Oracle CX SalesSummary: We need to enable Bell notificaitons for CPQ-related events in Oracle CX Sales and take the users to CPQ from those notificaitons Content (please ensure you mas…
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Unable to update and primary address if it is a primary flag is true using rest APIHeader: Upsert-Mode : true Rest API: https://xxxx-test.fa.us1.oraclecloud.com/crmRestApi/resources/11.13.18.05/contacts/1148115/child/Address/ Payload: { "SourceSystem":…
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Is there a way to bulk add/update business unit values associated to a resource org?Summary: Is there a way to bulk update business unit values associated to a resource org? Content (please ensure you mask any confidential information): Version (include… -
thresholds limits in MDF claim approval human task ‘ClaimApprovalHumanTask'We have MDF Claim approval process two level currently . first level is pps(Channel Operation Manager)and Second level is Program Director(Channel Sales Manager) The Lev…
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How to add a script on click of Approve Button in Oracle Sales Cloud ?I need to run a groovy script on click of approve button.
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Filtering NULL values in a dashboard promptSummary: Hi, I need to be able to filter for NULL values in a dashboard. Specifically, I have a filter on Gender, which can be NULL or Male/Female, for example. If I use…Guido Masciello 33 views 2 comments 0 points Most recent by Guido Masciello Reporting & Analytics for Sales -
How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?Hi, We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue …
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Generate Account Description smart action not workingSummary: We're trying to implement the smart action "Generate Account Description" on Redwood Account, but it's not workint as expected. Content (please ensure you mask … -
Disable Actions-->Export from list view in RedwoodSummary: Hi, we would like to know if there is a way to disable the "Export" action available in list view in redwood. For security reasons we should not allow users to …
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Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Redwood Service Center -- We want to disable "Update Asset" Smart action from Redwood Service CenterSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Remove "Add" button of Growth Program and Agreement Tabs in Account RecordSummary: How to remove/hide the "Add" button on the account page (Growth Program and Agreements page)? See attached. Navigation: On a standard UI > Go to Sales > Account…Kim Alfred Agpalo 41 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Deeplink to create Supplier formSummary: We have a requirement to enhance our user interface by adding a feature where users can click an icon in the navigator to be redirected directly to the classic …
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Deeplink to Classic Requisition FormSummary: We have a requirement to enhance our user interface by adding a feature where users can click an icon in the navigator to be redirected directly to the classic …
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Can i store data related to other domains like Vessel dataSummary: We are mastering Organizations in CDM as customers. We have a use case where we want to master Vessel data in CDM and then create relationship between Organizat…
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Redwood Plugin Microsoft Authorization ErrorHello @all We have implemented the Outlook Redwood plugin for but we face an issue upon logging. Once the user tries to login to the plugin receives the error below: "Mi…
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please …AnchalSingh12 41 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
How to restrict data visibility of Accounts and Contacts records to Relationship Manager.Summary: We have requirement to restrict accounts and contacts records to Relationship Manager(sales representative, service representative). Relationship Manager should…Arunkumar A C 21 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship -
Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i…
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Redwood Visual Builder studio Action Chain: how to access parent and child object fieldsSummary: How to read or set data for parent and child object when using scripting in Action chains for Visual builder studio to implement Redwood. Content (please ensure…
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Sales Stage ChevronSummary: Looking for various ways to implement Sales Stage Chevron on Opportunity Content (please ensure you mask any confidential information): User would like to see a…
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Default Values in Create Appointment not working in RedwoodSummary: We had created a custom groovy scripts to auto populate Account Name, and address after selecting the registry ID in create new appointment screen. We revert no…