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Sales
Discussion List
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Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op… -
Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
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The value of the attribute relationshipid isnt validHello, I am trying to do a patch update for quote (salesorderheader) with another contact present in customer account and i get the below error in the response- "The val…
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REST-Framework-Version header in GroovySummary I am trying to call REST API of activities and giving QUERY string with AND, OR parametersContent I am trying to call REST API of activities and giving QUERY str…
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Unable to create Opportunity Revenue lines due to UOMcode issueSummary: System is not allowing to create Opportunity Revenue lines using UOM code Content (please ensure you mask any confidential information): Hi Team, We are trying …
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How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
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How to get workflow error in case Dynamic SQL Query Using Database Query FunctionSummary: The BPM workflow participants are created with Dynamic SQL Query Using Database Query Function in AP Invoice workflow. When the query does not return the value,…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
custome objectsSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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In search can we restrict the account"Can we restrict the search to a specific account?"
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Survivorship Rules using Groovy ScriptSummary: Hi Everyone, We a requirement from client to select the contact master record where CustomAttr = Y. We have a working groovy script and want to include this new…
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How to find Customer/Organization using DFF field value using webservicesSummary: Hi, We have a requirement to find/query the Customer/Organization using the DFF Unique Identifier field value created at Organization Level. Content (please ens…
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how to remove record sets lov on account in oracle sales cloud based upon role.Summary: Is it possible to remove sets of LOVs depending on roles using any functionality? Content (please ensure you mask any confidential information): Version (includ…
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Configuring Field Trigger on NGS RedwoodSummary: We are working on Redwood Project where we want to write a Field trigger based on which we want to call OIC webservice. So when the field value changes, the tri…
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how to limit the options to change Sales Stage?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Make Primary Contact as Non-Editable on CX Contact Screen.Summary: We want to make all the Primary contact as non editable which are associated to an account from CX screen but the same Primary contact should be editable from t…
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How to update a text field to blank with a routineHi, We need to update with a routine a custom text field to blank. We tried putting NULL, #NULL, '', ' '… but it didn't work. How should we put the condition? Regards,
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How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
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"Add Product" on Opportunity Page Not working Redwood NGSSummary: Add Product Page in NGS sales on Opportunity Page is not working. Content (please ensure you mask any confidential information): Version (include the version yo…
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Hi can someone help me understand what does "Show smart list" filter in workspace does?Summary: Hi, in Workspace under Opportunity list of saved searches, we've a OOTB saved search "My list of opportunities", when we select it, it automatically enables a f…
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Digital Sales: Run the Publish Feed Elements Process to Index Activities errorSummary: I completed all the duplication of the activities pages and followed all the steps in this document Following the documentation to setup the Activities panel in…
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Ability to create smart action from opportunity to custom quote object that will create new quoteSummary: A new custom object 'Quote' is created and requirement is to create a new quote from Opportunity. To achieve this, a new smart action is created and passed rela…
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opportunitiesOnBeforeSaveEvent() is not giving OptyNumber in the responseSummary: I am trying to use the opportunitiesOnBeforeSaveEvent() in the opportunities layout in Redwood Sales(CX-Sales). The use case that I am trying to use here is whe… -
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…
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Mass delete of test environmentHi, We would like to know how can we delete all of the records of the test environment. We know that we can do making imports of the different objects, but is there any …
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Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
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How to create hierarchy and hierarchy members using APIs?In CDM we are using "Trading Community party hierarchy" as hierarchy type for our business use case. Through UI and import management we can create hierarchy and add its…
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Unable to change the Subject of the Notification through Notification PreferencesSummary: Trying to change the subject part of the notification through notification preferences but unable to do so. Content (please ensure you mask any confidential inf…
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Not able to see Guidance tab on Lead and OpportunitySummary: We have enabled Orchestrations for Lead and Opportunity in Redwood. we have ran the process of associating the records with Orchestration as well. But we are no…
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Additional fields in attachementHi, I have enabled attachment field in custom object and the screenshot is provided below. Now there is requirement to add two new fields from the page show below. Two f…