Category 42
Discussion List
-
Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou… -
How to create Call report or Appointment in Activity related subtabSummary: I have created a relationship between the Business plan object and the Activity object in order to connect existing activities to Business Plans. This functiona…
-
how to find the logs of DSummary: I tried enriching a handful of records from Oracle CX on'Review' mode. It completed successfully and matched records. Upon downloading it shows only few columns… -
Feasibility to add contact in account hierarchySummary: Hi Team , The customer is interested in the possibility of adding a contact to the account hierarchy. They would like to include a contact record as a child of …Lakshmi_Sasidharan 4 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
Displaying Contacts of Account in an Account's Child ObjectHi all, I have created a new custom object under Account. I want to create a field where the choice are only the contacts of that specific account. Is it possible to add…
-
Video: Extending the SubviewExtending the Subview: Adding and changing the fields that display in a subview table, along with an overview of subviews From the Implementing Redwood Sales video series -
Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does… -
Video: Single Field Update Conditionally Required Dependent FieldSingle Field Update: Conditionally Required Dependent Field This is a specialized implementation of single field update dependencies, for use when the dependency is cond…
-
How to display product group alongside of product item in product picker?Summary: In Product Picker, Need to display product Items Along side of its Product Group. In order to achieve this which field should be added in product picker Layout?…
-
Total Size of ImplementationHello, We are looking for information on the total size of our CX Sales implementation. This includes but is not limited to objects such as Contacts, Accounts, Opportuni…NAndrusick 31 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Show in Smart Action Confirmation Message in Redwood data from Rest Service responseSummary: For a UI Smart action calling a rest service we need to show the user data from the service response Content (please ensure you mask any confidential informatio…
-
Can you make the Display Settings on the Preferences to default as tickedSummary: We would like to make the Display Settings Buttons in the Preferences area of RSSP to be ticked. Content (please ensure you mask any confidential information): … -
What are the criteria for custom roles to be displayed in Object Rules in Sales Access ManagementHello, We are trying to use custom Roles for Object Rules in the Module Sales and Service Access Management. We can see the custom Roles in the tab Manage Data Policies:…
-
How to import product structure and its components in Sales cloudSummary: Need to prepare CSV files for both product structure and its components to import through import management Content (please ensure you mask any confidential inf…
-
Why Currency code field displaying the Currency NameSummary: We are using the Currency Code field on the Account Layout and I am expecting the correct value which is the code only like it what is currently happening in Cl…
-
How to make an Action Link dynamic to consume it from Oracle web as well as MS Teams ChannelSummary: We have a requirement to consume action links from Web and MS Teams. We are consuming the action links from Dev and Prod and hence we have added dev and prod re…Sam_1404 1 view 1 comment 0 points Most recent by Simona Stoian-Support-Oracle Human Capital Management
-
Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
-
How to modify email template associated with business Process - ExtnBusinessProcessCompositeSummary: Hi Team, We are using ExtnBusinessProcessComposite Business Process in object workflow for Lead Object in Oracle fusion Sales Cloud. We wanted to modify the ema… -
Oracle CX Account Address Approval ProcessWe are implementing PRM for our customer and once we do that , our system will be exposed to many more users. We do not want them to add junk address against customers. …
-
Not able to assign duplicate identification batchesSummary: I have data steward manager role but still unable to assign duplicate identification batches to any user. Content (please ensure you mask any confidential infor…
-
How to configure panels so it will based on field valueSummary: I am configuring panel container with supposed to be different criteria(cases) with this code: $base.page.variables.row.OrganizationDEO_BTAccountRecordType_c== …
-
Duplicate account Identification Prior to uploading a CSV.Does a Duplicate Identification Batch only work for data inside of Oracle already? Any way we could use it to QC an upload DOC prior to upload to identify duplicate acco…
-
Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …
-
How are "Log a Call" records Stored in RedwoodSummary: We're migrating to Redwood UI and can "Log a Call" from Opportunity or Contact and see the records in the Activities panel. However, when we go to Activities ob…
-
How can I create rules to merge prospects and customers using CDM?Summary: How to combine rules to merge customers type ZCA_CUSTOMER or ZCA_PROSPECT Content (please ensure you mask any confidential information): I have two scenarios fo… -
You can't create, update, or delete the home address because you don't have permission. (HZ-120789)Hello community, Some users are experiencing this error, they cannot create addresses within contacts. The Geography Validation Level for Country option was reviewed and… -
Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
-
how do we configure workspace in CDM?How do we configure workspace in CDM. Please help us with the configuration steps. Thanks, Harshini