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Sales
Discussion List
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News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly … -
Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations … -
how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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Adding a currency code instead of currency symbol in fields.Summary: We have many fields in the system where the Currency symbol shows before the amount for e.g. Amount field in Opportunity shows $ 1000. We want to replace the $ …
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Queries around Outlook Integration with CX SalesHello Experts, @Padmaja Varanasi-Oracle, @Nancy Hung, @Umamaheswarareddy Ambati-Support-Oracle, @Prabha.R Oracle-Oracle, @Dimple-Nagesh-Support-Oracle, @Mullamuri Mallik…
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[Redwood] How to update the cx-picker to filter results with 2 characters entered on the fieldSummary: I have a DCL field where I used a cx-picker. But it is not filtering the results when typing in values with 1 or 2 characters. Upon testing with OOTB fields usi…
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How to show Installed Base Assets in the Account page with RedwoodSummary: We have followed the steps in the following documentation to display the IB Assets associated with the account in the classic UI and they are displayed correctl…
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How to update Associated Party Information to Associated Worker InformationHello Community, I associated my Worker information, now its showing the Associated Party Info , How can I change it back to Worker information? Thanks, Gail 24D -
Drag and Drop Not Working to Reorder Favorites MenuOur users want to change the order of items they have placed in their Favorites menu and the instructions in Oracle Support says that items can be "dragged and dropped",… -
View Opportunity Drawer not going on saveSummary: I added the business plans subview to Accounts. When I add a goal to business plan then I add a strategy. Now when I click on Actions of Strategy. I get View Op…
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How to remove old team members from Leads which were added as per territory assignment in the pastSummary: How to get the old team members removed from the existing Open Leads which would have got added as per territory assignment in the past. Content (please ensure …
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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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How can we get Account Financial Performance to be visible from Oracle CX Sales Account Profile Tab?Is it possible to display invoices and total billed revenue on an account in Oracle from the Profile tab. Margin performance would also be an important piece of informat…
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Install base Asset sub view in AccountSummary: Not able to manage/customize(asset's sorting) the Install base Asset sub tab in Account Content (please ensure you mask any confidential information): We have e…
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Standard CX Actions in Action chainsSummary: When looking at documentation and playbooks, we sometimes see that there are actions within action chains under a "CX Service" section. They include some standa…
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Field trigger is not working in Redwood UISummary: we have a lot of field trigger functions used in our system and unfortunately it is not working properly in redwood. example we have field 1 and field 2, when u…
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ワークスペースの表示期限についてワークスペースにはすべてのデータが表示されるのではなく、更新日から何か月とかいう条件が有るのでしょうか？ その条件は、どのようなものですか？ 条件を変更することは出来るの… -
Object function not invoked from object workflow when condition is satisfiedSummary: We are trying to insert record in custom object via object workflow where we used Object Function.When we added runtime messages in workflow condition,we can se…
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On Email Template, referencing a field from a different ObjectOn an email template for a custom object in CX SALES. I wanted to know if it were possible, on the email body, to reference a field from the account object that does not…
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How to Change the Name of a new Outlook Add-inSummary: While deploying the manifest for a new Outlook Add-in in Microsoft Azure, we initially used a different name for the ribbon. We've since updated the name both i…
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
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Decommission of SaaS and PaaS ApplicationsSummary: Are there any steps or process required when decommission of SaaS and PaaS Applications -
How to update a resource record field for a partner user through file import?Summary: How to update a resource record field for a partner user through file import? we have a use case to update a custom field on Resource record. We were able to up… -
can we use a different address format for HCM -ERP for same country?Summary: In an HCM implementation project where ERP will be implemented later, is it possible to set different address formats? ERP has specific requirement which differ…
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Not able to see "Resource" option enabled on Related Object in "ERP and SCM Cloud" custom objectsHi Team, We are trying to show the resource names in a Dynamic Choice list. We have created a custom object under "ERP and SCM Cloud" application, when we try to map the…
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How to customize colours in Sales DashboardSummary: You can add contents in the Sales Dashboard by Express Reports or OTBI Anlysis. In both cases I can't find a way to customize the colours of the graphs. Is ther…
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Unable to collapse page sections on Edit Page layoutsSummary: Unable to collapse page sections on Edit Page layouts: On Opportunity Edit page we have more than 30 fields and have been grouped but we are unable to format th… -
Audit Trail Panel in the Redwood for Audit History CapturingSummary: The Current Client has an Expectation to view the Panel in the Account, Contact, Lead and Opportunity 360*/ Summary Page with the Panels to have a separate Pane…Rakesh Balakrishnan 62 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle -
Redwood: Cannot find Rest Resource to fetch Business Unit Id in Visual Builder StudioSummary: Cannot find Rest Resource to fetch Business Unit Id of a user in Visual Builder Studio. I tried using oracle_cx_serviceUI:resourceUsers/getall_resourceUsers' wi…
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HR Helpdesk ApprovalContent Hi Team, My customer is having a requirement to have a approval whenever employee submits service request from hr helpdesk. For this i have created a custom text…