Category 42
Discussion List
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. … -
Why one of the DCL field is not working in RedwoodSummary: One of the DCL on our custom object being migrated to Redwood is not working. We migrated the object via CX extension Generator. Other DCL is working fine like …
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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In My teams filter should it shows only the subordinates records of manager.Summary: In My teams filter should it shows only the subordinates records of manager or subordinates record Plus my(Manager) records also. Ex For Manager's login do we s…
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Send Attachments via Email Notification for Specific ActivityHello, Currently, we have a process where we send an email notification (via Object Workflow) for a specific Activity related to an Opportunity. Now, we want to also inc…
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_hdg0pttk/uiConfId/35965902 -
How to add address in custom object in oracle sales redwood user interfaceSummary: We are in a situation in which we need to use a custom object in oracle sales to hold the data of one of the custom extensions of customer's legacy system data.…
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If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
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How do we get dynamic link for AR to associate Account?Summary: From account we are providing a link to open that account in AR , but the link in manage customers is not dynamic for different accounts and also its the same l…Tanvi Dappili-Oracle 38 views 2 comments 0 points Most recent by Tanvi Dappili-Oracle Receivables & Collections
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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu…Priscila Terazawa - Support-Oracle 843 views 13 comments 4 points Most recent by SaiVenkatasubramanian Sales -
How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync … -
Table that stores Real-time cleansing ResultsSummary: Hello Team, When we run the data verification address batch job, I understand that all results are stored in the ZCH_CLNS_LOC_RESULTS table along with their bat…
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Custom DCL field Product Group is not working in Redwood UISummary: Created a custom DCL field Product Group, but in Redwood UI, the drop-down list is always blank/doesn't work. Content (please ensure you mask any confidential i…
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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How to Add CRM Contacts Under Accounts in Account Receivables?Summary: Can anyone share how we can add CRM contacts under Accounts in Account Receivables? Currently, when we add contacts in CRM, they sync to AR and are added at the…
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Enable Default Filter Configuration for Change History Tab in Fusion SalesSummary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Oppo…
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Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
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Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you …
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How can I make Home address and Mailing addresses required in HCM?Summary: We have a business requirement that states: Each employee is required to have ONE Home Address and ONE Mailing Address. Each one serves a different purpose. Whe…Jason Cushing 14 views 1 comment 0 points Most recent by Dhilipkumaar-Oracle Human Capital Management -
Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any …
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Can Groovy help to generate ad hoc file ?Hello everyone, I have one question about Groovy's ability. My business users use ad-hoc to input the essential data. Then, they return to the form and run the Groovy ru… -
opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column…
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Is it possible to purge Address data?Addresses were inactive and we can't change the status of the addresses to active again. We need to reimport the address with the same SourceSystemReferenceValue, howeve…
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Delete account ( organization name ) from cx effect on customers at finance moduleI would like to inquire about the current behavior related to deleting customers (Organization Records) in Oracle Fusion. Based on my research—including the Oracle Suppo…
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On the Redwood Lead convert page, how can we default a DCL fieldSummary: We have custom DCL field on Lead object which will be defaulted using groovy script in Standard UI. The same script is not working on Redwood pages. So, we woul…
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How to download the activity report from microsoft 365 outlookSummary: Steps to download user activity reports from Microsoft 365 (Outlook) using the Microsoft 365 Admin. Content (please ensure you mask any confidential information…
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Will Outlook events sync to the Oracle Sales Cloud Web Calendar via Oracle Sales for Outlook?I’d like to confirm the behavior of calendar events created in Outlook when using Oracle Sales for Outlook (our Appointment functionality is in Redwood). If I create a c…
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How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact…
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Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc…