Category 42
Discussion List
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Oppurtunity not created when Sales lead is converted through OrchestrationOpportunity not created when Sales lead is converted through Orchestration. We are moving Lead to converted using the next stage step on the Orchestration when previous … -
Branching in Sales OrchestrationSummary: Hi, Is it possible to create branching conditions in the Sales Orchestration process? For example: Let's say we have 4 Sales Stages: Initialize Analyze Design C… -
Quotes And Orders Tab Missing for OpportunitiesHello, Why the Quotes and Orders subtab are not visible in Opportunity, despite exposing it from the application composer
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How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed?Summary: How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed? Content (please ensure you mask any confidential informatio…
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Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a…Sreekanth M, Oracle-Oracle 157 views 11 comments 0 points Most recent by Haresh Pahilajani-Oracle Sales -
How to Remove Checkboxes on Account and Contact object List View PagesSummary: I am looking for a way to remove these checkboxes on the List View Pages of Accounts and Contacts, etc.
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How to default the adaptive picker of products as all products?Summary:I’m working with the lead creation layout in Oracle Sales Cloud, and I've noticed that the default adaptive picker for products is set to "Filter by Territory." …
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How to remove "create Appointment" action from Workspace from Activity object.Hi Team, I want to remove "Create Appointment" action from workspace. Can you please me to achieve this requirement. Below is the screenshot of the same.
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Lookup Supplier Data in Oracle SalesSummary: We have requirement to Create a DCL (lookup) field in Sales Opportunity. This field can lookup/search suppliers' data from Oracle Procurement. On selection of s…
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Groovy Scripting : Set Attribute of Custom Field Based on the Value of Standard FieldIn relation to my previous inquiry Groovy Scripting: Split / Trim, I have made it work. However, since formula text field cannot be displayed to OTBI analysis report, I …
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How to link dashboard prompts for custom AnalysisSummary: Hi Team, We have created two analysis. 1.To fetch the headcount of promotions w.r.t. their department 2.To fetch the data of drilldown includes 'Current Assignm…
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Raise a predefined or custom message (Multipart Validation Message) via Groovy in CX SalesIn the CX Sales application we can create new messages, or see predefined messages via Setup and Maintenance → Manage Messages task. Their Translations can be managed vi…
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How to identify all the deleted customer accounts executing an sql command in Oracle CX SalesSummary:What is the query to use to identify all the deleted customer accounts between a specific period Content (please ensure you mask any confidential information): V… -
24D/25A Fusion Menu Setup - Using Households in Redwood SalesIn 24D, we released the Household object type in Redwood Sales, enabling customers that use this type of account to enjoy the additional benefits of the new Redwood envi…
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Need Creation Date with timestamp in Application composer pageSummary: Hi, We have created Custom Application pages using Application Composer. We have added Standard field Creation Date in Application Landing Page The date format …
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Need to know how value populates on a custom fieldHi Experts, We have a custom field named 'EXTERNAL_CUST_ACCOUNT_ID' in Partner object in CRM application. We don't find this custom field used in any of the application …
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What is the View Object to use for creating new Lookup Code for Standard Lookups, via Groovy Script?Summary: I need to programmatically create a Lookup Code for an existing Standard Lookup Type via Groovy Script. I have found some sample scripts from Oracle documents, …
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Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…Hrushikesh Patil 34 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How can we display Record Name on Editing page header of custom Objects on Redwood UISummary: On Redwood UI For standard objects we can see Record Name in editing or detail header but for custom objects instead of record name we are getting Layout name. …
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Is it possible to have an email notification when we add News & Partner AnnouncementsSummary: Is it possible to send an email notification to partners or any users when we add News & partner Announcements Content (please ensure you mask any confidential …
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how to get the hash key in billingControl?I am trying to UPDATE the HardLimitAmount field using rest api but I always get an error: 404 Not Found. When trying to use the GET method using the link below, I am abl…Tupe Dacuba 12 views 1 comment 0 points Most recent by Rashmi Sinha- Support-Oracle Enterprise Contracts
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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Create Lead through Outlook Plugin for Fusion CX SalesWe are investigating the possibility of allowing users to create lead from Outlook. Here's the flow that we are looking for: 1. a user checks their outlook inbox 2. they…
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How to enable group by for Visualization Configuration ?Hi team, We want to create a table using Visualization Configuration from OTBI analysis, where we need column 1 as Estimator(Owner) Name and column 2 as Number of Submit…
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V…
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DCL filter not working with advanced filter and expressionSummary: DCL filter not working with advanced filter and expression Content (please ensure you mask any confidential information): Filter applied on DCL on custom object…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…Fareeha Altaf 26 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…