Category 42
Discussion List
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Why include in forecast field we are not able to see in Configure adaptive searchSummary: Hi Team, In opportunity we have one standard field Include in Forecast it is not available in configure adaptive search . because in redwood opportunity dcl fil… -
Which API should we call to retrieve the department of a resource user?Summary: Which API should we call to retrieve the department of a resource user? Content (please ensure you mask any confidential information): https://****.oraclecloud.… -
how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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HZ_LOCATIONS_ Audit table is not storing the cleansed address after loqate jobHello team, After running the loqate job the cleansed address is stored in HZ_LOCATIONS table but the same updates are not reflecting in HZ_LOCATIONS_ table even after e…
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Data not inserted in HZ_CUST_ACCOUNTS & HZ_CUST_ACCOUNT_ROLESSummary: Hello I am creating a report using data model to get contacts for accounts in sales fusion application. But when i create an account from sales→Account tab and …
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How get all contacts linked to Account in groovy scriptSummary: In Accounts groovy script I want to get all the Contact's those are linked to it. Content (please ensure you mask any confidential information): Version (includ…
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Redwood- How to add attachment field in edit page in Sales Lead Object.Summary: Hi Team, We need "attachment" field in edit page of lead object in redwood Ui. We have added out of box attachment field in rule set of edit layout but it is no…
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How to export accounts territoriesSummary: Is it possible to export all accounts with their territories? In Export Management there is the option for AccountTeam, but it's not exporting any territory. I'… -
How can we add Opportunity smart action under lead in oracle redwood salesSummary: Hi Team, I want to add the "Add Opportunity" action under Leads in Oracle Redwood Sales. I have created a REST-based Smart Action, but nothing is appearing in t…
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Sales Lead Mass Action - RetireSummary: Hi team, Is it possible to enable Retire for Sales Lead mass update? I don't see the option to turn it on in Smart Action. Thanks, Adam Content (please ensure y… -
Not able to see the data on Panels and subviews of child object of LeadSummary: Hi Team, We have created a child object on the Lead and written a before-insert Groovy script to generate a set of questions. We also created a panel and subvie…
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Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
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Revenue Lines from Oracle CPQSummary: We are working on the Revenue Line Sync from Oracle CPQ. I will explain our scenario as follows. Sales Users will create opportunity in Oracle CX and create quo…
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Is it possible to increase maximum limit of rows to export from workspace/work areas?Summary: When the user goes to workspace or work area, and run a search that returns more than 2k rows, he can not export all the rows, because there is a limit of 2k ro…
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Video: Creating a Customer Drawer with Your Own Custom ContextCreating a Customer Drawer with Your Own Custom Context Create you own smart action that opens a drawer sliding out from the right side of the details screen, and works … -
Can we update multiselect field through groovy when we are merging accountsSummary: When merging accounts, we need to update the multi-select custom field for the survivor account using Groovy scripting to store the values from both the merging…
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Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite… -
Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
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Extending Sales ForecastingSummary: An overview of extending Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of extending sales forecasting …
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I want to verify the cohort of our system (Eloqua and sales cloud)How i can verify the cohort of my client? and with that information how I can look for the update schedule of the 2025 year for sales cloud and eloqua I appreciate any h…
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Key Generation job is stuck with canceling statusHi Team, Key generation job has been stuck with Canceling status. Could you please help me how can i move this job to cancelled status so that i can trigger a new genera…
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CPI price index not considering the updated adjustment basis in subscription managementWe have a requirement where there is multi year (3) contract and will be x% increase every year starting from 2nd year. Our Pricing system is "Third Party" Tried to crea…
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how to merge custom field values during account merge?Summary: how to merge custom field values during account merge? Content (please ensure you mask any confidential information): Client has few custom multiselect DCL fiel… -
Contact duplicate check always showing 20 existing contactsSummary: Hi @John Vakoc-Oracle In Redwood, while creating contact when we enter the same email address again, it is always showing there are 20 existing contacts with th…
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How to remove create account button for Specific rolesWe have requirement to hide the Create Account button for specific roles We have followed the below document , but still it doesn't help
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Disabling Activity Email Notification when doing data import using import management tool.Hello, We have a requirement where we will be doing mass data import for activities. We will be updating a new field value but whenever a activity is updated or created …
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Setting Quota Targets for ProductsSummary: We would like to confirm if it is possible to set quota targets on products within the system. This is a key requirement for our client, and we need to understa…
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Accessing all the attachments from a common location for all of the Customer/Partner recordsSummary: Is it possible to access all the attachment from a report instead of navigating to each of the Customer/Partner records. (This can be a report or any other way,…
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Visual Builder multiple projectSummary: we are 3 devs , each dev have their own project, each dev deals with different objects. the problem that we encounter, when some dev tried to publish their chan…