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Sales
Discussion List
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Redwood - Link to Object Record in Routines Email TemplatesSummary: How can we form direct link to the Redwood Object Pages in the Email templates. If we use this: {{deeplink(View)}} It takes to the classic UI. Content (please e…
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Redwood - Layout to modify Browse catalogSummary: Open any Opportunities > Click Browse Catalog We need to add additional attributes to this layout. I need the exact layout name to incorporate the changes Conte…
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How to Disable or Hide creation button in ActivitiesSummary: We want to hide or disable the create button in Activities (Create Appointment, Create Call Report, Log a Call, and Create Task) and make the records read-only.…
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From display name or From email address in object workflowsSummary: How to modify "From Display Name" for Object workflow email sent to customers Content (required): We have setup object workflows on opportunity which send email…
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Wanted to check is there a limit on number of rows we can add to a custom object??Summary: Wanted to check is there a limit on number of rows we can add to a custom object?? We have close to 1.5 Lakhs records ,with 3 columns which we want to store in …
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Redwood - Create a completely new page instead of using Edit PageSummary: When we use CX Extension generator Generator for Redwood. It generates three pages : 1. Landing, 2. Overview (Foldout Panel), 3. Edit. Is there a way we can cre…
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Redwood List Pages - How can we add generic action on list pagesSummary: Hi, Redwood List Pages are not configurable as per our understanding. We tried smart actions, but they are specific to record and not generic for an object like…
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Mass closing of opportunitiesSummary: We want to perform an automatic mass update of all opportunities in our CRM system, so that for all open opps with last update date before January 1st 2023, sal…
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Send email smart action showing mail is being send by noreply@oracle.com.Summary: We have send email smart action we have send email smart action. when we are sending email by using send email smart action it showing mail is being send by nor…
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CX - How to create assessment for custom object?Assessments or Qualifications subtab needs to be configured in custom object.
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CX - How dashboards can be made visible in Opportunity details page?Summary: Couldn’t create and view dashboards within the module, we have to create it separately and upload as a file. Content (please ensure you mask any confidential in…
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Need end to end flow for sales <> HCM <> FinanceSummary: We need end to end flow from Oracle HCM to Oracle Sales and Service and back to Oracle Finance flow. Kindly share details. Content (please ensure you mask any c…
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Removing 'Ext.' in Redwood UI Contacts Edit LayoutSummary: On the Redwood UI Contacts Details page, work phone has a field called 'Ext.', which we don't require. How can it be removed? Can anyone help, please? Content (…
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What does the SFA import manager do when there is an SFA crash during the execution of the process?Summary: What does the SFA import manager do when there is an SFA crash during the execution of the process? Content (please ensure you mask any confidential information…
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CRM Standard object role customizationSummary: we would like to create a custom role for our standard CRM Users who should have read and write access to the following objects Account Contact Partners Partner…
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Redwood - Navigate to Detail page from Landing PageSummary: Current Behavior - For a custom object , If we click on Hyperlink on Landing Page (List Page), it takes user to Detail Page (Foldout Panel). Expecetd Behaviour …
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Can we assign owner on Lead Using Rule Based assignments ?Summary: Is there any functionality available via which we can assign owner on Lead based on some rule (Like based on lead origin or account associated)? Is there any wa…
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How does App Composer decide where to host a particular custom object.?Summary: How does App Composer decide where to host a particular custom object.? We have create few custom objects and see that the objects are hosted in different FUSIO…
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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, …
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Decommission of OSNHi, As Oracle Social Network (OSN) is getting decommissioned by end of September 2024 please advise on the alternate. For the custom object the customer is using OSN las…
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NGS - How to download table data?Summary: We are extending oracle sales application using oracle visual builder. We have added one button to fetch last n transactions - when we click on fetch transactio…Pratibha AdhavLTIMindtree 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Digital Sales OptionsSummary: Hi all, My navigator and springboard display various sales offerings, such as the SUI Sales tab that is currently in use, digital sales, and Redwood Sales. Sinc…
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Primary Contact Functionality on Custom ObjectSummary: OOTB CX has Primary Contact Functionality on Account. We have created a Custom Object and it has M:M relationship with Contact object. How can we configure the …
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How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
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Dynamic URL behaves differently if opened from Navigator vs. SpringboardSummary: Hi All, I created dynamic URL based on the following document, then added the app with Structure. Here is my example, I created the app with Manage Integration …
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Redwood - Multiple Opportunity detail layoutsSummary: Condition on an opportunity detail layout doesn't work Content (please ensure you mask any confidential information): created a custom detail layout, exposed al…
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Does Trigger works when i import the data through Import managementWe have a custom logic written for Customer Status field at organization level which will set the child level attribute value according to the customer status value usin…
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Opportunities Assessment - TRIGGER NOTIFICATIONSummary: While submitting the opportunity assessment template, can we trigger a mail approval notification? Content (please ensure you mask any confidential information)…
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How can we migrate Triggers/Workflows configured in Sandbox from lower environment to higher ?Summary: How can we migrate triggers/workflows/any custom objects in sandbox from lower environment to higher environment. If it is possible please let me know the steps…
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Create Resource User API Error - A record with the value FUSION_HCM <PersonID> already exists.Summary: We have a process to create a resource user for existing workers in HCM via Create Resource User API. This has been working but some of the users can't be creat…