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Sales
Discussion List
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Opportunity Subview under account doesn't let us search for record suing Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni… -
Encryption Capabilities in CDMSummary: Hello Team, We have a business requirement to store certain person-related NPI and license numbers under Additional Identifiers. Our client requires these ident…
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Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
How to embed Data Model report with filter based on the opened record?Summary: How to embed Data Model report with filter based on the opened record? We have created a BIP Report due to it's flexibility over OTBI and would like to embed it…
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PRM - Need Document for Configuring Partner Registration Approval FlowsSummary: Hi, As the title says, I am looking for a document which can help me to configure the Partner Registration Approvals for Channel Operation Managers in PRM. Can … -
Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
Redwood: How to disable smart actions like update product in Service RequestSummary: Some of the smart actions are not needed on Service Request Object like Update Product, Update Asset and so on. How can we disable those smart actions? Content …
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Redwood: How to remove/hide interaction and conversation in Redwood service requestSummary: As we are not utilizing the Interaction and Conversation tab in Service Request, how can I hide this 2 tabs in the main view of each Service Request record? Con…
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In a sales order that contains both a service item and a product itemThe new item I created is a service item. Therefore, I created a separate rule for the service item in Manage Process Assignment Rules for Sales Order and assigned it to…
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How to add button on activities Create or Edit in redwood to call smart actionSummary: I want to call smart action on button on create or edit page as there is no overview section on Activities Content (please ensure you mask any confidential info…
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Adjust custom object parent field hyperlink in custom object list pageSummary: In the custom object, it has a column Contact Name, by default the contact name jumps to the /redwood/digital-sales/es/p/mycustomers/contacts?id=**** page . i w… -
How to create audit report using SQL statement where in similar result to history tabSummary: in history tab of each record, we can see the changes of each auditable fields. like for example: field1, we can see in the list the before and after change. i …
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CX-list and cx-panel layout label is not being translated from the field title in VB studioSummary: I am trying to create an translatable string into the certain labels in CX-list and panel layout pages, however, it seems there is no possible to create a trans…
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Bulk upload of mapping HCM jobs to resource roles to automatically setup users as resourcesSummary: I am following this link on how to setup new employee users as resources automatically on hire. https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-autom…
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Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
Is cross tenancy fusion clone possible?Summary: Hi, We have a requirement where in the customer wants to clone fusion environments between different tenancies. There is a lack of documentation to confirm or d…
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Where to start investigation if the account 'Sales Profile Status' update will not save?Summary: Currently, in the Redwood UI, our account field 'Sales Profile Status' is not updating any change we make. For example, switching from 'active' LOV to 'exit' LO…
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How do I enable the ability to allow Users to mass Accept Leads via Workspace Searches?The ability to mass Accept Leads was available via the SUI from the Leads Landing Page, however, this functionality does not appear to be available when viewing Leads fr… -
Sorting options in nearby activities of map viewHi @Dima Buldakov I’m trying to better understand how the sorting filters work in the Nearby Activities section of the map view in Oracle Fusion Field Service. Specifica…
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How to restrict visibility of Accounts, Contacts based on Owner and respective manager in Cx SalesHi, How to restrict the visibility of Accounts, Contacts and Activities based on the Owner and respective manager defined in the hierarchy from resource directory in Red…
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Inquiry on Accidental Role Assignment – “Data Steward Manager”Summary: I accidentally assigned the “Data Steward Manager” role under CX Service. Our company is only subscribed to Oracle ERP and SCM, and I would like to confirm if t…
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Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2)Summary: Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2) Content (required): I created an asset named testasset. Later I renamed this …
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How to delete the association of Lead and Campaign?Summary: Hi Team, currently, once we add the Lead to Campaign, the association is being created on MKT_CAMP_MEMBERS. But once we removed it, the association Active statu…
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Retrieving and showing info from third party SystemsSummary: Hi, we need to create reports and documents related to info retrieved via API from a third party system. Furthermore we need to show those data in Account subta…
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Adjust hyperlink template in the custom object Redwood UISummary: I would like to adjust my hyperlink template in the cx-list-impl component. Content (please ensure you mask any confidential information): By default, when we c…
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リソースの日付で最新の所属店を取得したいCX Salesの式項目（Groovy）にて、リソースの現在の所属組織を取得しようとしていますが、 過去の履歴が含まれてしまい困っています。日付で現在の所属組織だけ取得する方法はないで… -
How can i add revenue line fields in message templateSummary: We have created custom template for opportunity object we wanted to add revenue line items in the template. Sharing the screenshots of Template. Content (please…
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Is it possible to reset objects in Oracle Fusion CX Sales?Summary: My customer states that the initial implementation is not configured optimally and is requesting to reset all the objects related to CX to reimplement the solut… -
Invoking webservice when saving a recordSummary: Hi, in a form with a few number of fields (like the "create Note"), but based on a custom object, is it possible to invoke a webservice when saving the record. …