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Sales
Discussion List
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Is it possible to get users with all managers hierarchy through Rest API call?Hi, We want to expose via Rest API call a user and all his superior managers. Let's say I have a user which has a manager, and his manager has also a manager, and so on.… -
Setting Quota Targets for ProductsSummary: We would like to confirm if it is possible to set quota targets on products within the system. This is a key requirement for our client, and we need to understa… -
Accessing all the attachments from a common location for all of the Customer/Partner recordsSummary: Is it possible to access all the attachment from a report instead of navigating to each of the Customer/Partner records. (This can be a report or any other way,…
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Visual Builder multiple projectSummary: we are 3 devs , each dev have their own project, each dev deals with different objects. the problem that we encounter, when some dev tried to publish their chan…
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How do I remove ability to create account for a specific role?Summary: I am working on an implementation where only 2 roles are permitted to create an account. The other roles are not. I cannot find the role permission I can remove…
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How to disable email notifications related to deal(e.g. action required email) for deal approvers?Summary: How to disable email notifications related to deal(e.g. action required email) for deal approvers? Thanks, Anuj
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How to enable add product functionality while creating deal in redwood sales?Hi All, How to enable Add Product functionality to deal while creating deal reg and not after deal reg creation in Redwood Sales? Thanks, Anuj
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How to search by “item number” in product sectionSummary: Search by “item number” in product section Content (please ensure you mask any confidential information): How can I search in the search bar of the “Products” s… -
Isolating View Privilege for "Users and Roles" TileHello, I've been testing different Function Security Policies and Data Security Policies combinations to be able to add only view access in the "Users and Roles" tile to…
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How to add seconds to timestamp in groovy scriptWill would need to validate an opportunity keeping it editable for few seconds, then the sales stage changes into a particular value (after that the opportunity can not …
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About Approval for Sales OrdersHi I would like to set conditions for switching the approval workflow based on the sales order type. Condition 1 •If the order type is A, a user with role B must approve…
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Opportunity Revenue line search by Item Number (Product Number)Summary: How can we set Revenue item to search by Item Number instead of Product Name? Content (required): Hi, When we search for product while adding revenue line, we w… -
customer hierarchy not reflecting.Summary: Hi, We have created one customer Hierarchy where once customer is parent and another is child. We have created transactions for both but when we run the report …
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Automatic emailSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 24D Code Snippet (add any code snippe…
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How to purge data from HZ_IMP_ERRORS table in Oracle fusion Customer ImportSummary: We are able to purge the customer upload interface table using 'Purge Interface Tables' ESS job by passing the load request id and Import Process as 'Import Tra…
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How to update Reporting Manager in Users & RolesSummary: In Person Management, the manager change is already completed. However, in Users & Roles, under the Resource Information, the reporting manager is still showing…
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Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! https://videohub.oracle.com/embed/secure/iframe/entryId/1_w1a22fv6/uiConfId/35965902 From the… -
How to run a routine that is scheduled yearly on specific dateWe have a requirement where we need to run the routine on 1st of October every year, but when scheduling routines the start date is not present how do we acheive this
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How to add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the…
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Retrieving Schedule Frequency Details for ESS Jobs Scheduled via REST APIAfter scheduling an ESS job using the REST API, we need to obtain the schedule frequency details for that particular job. We can utilize the "Get Job Request Information…
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How to upload bulk customer data through soap payload into fusionSummary: 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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We have a requirement to store email addresses in the Global or Context DFF with email validationSummary: We have a requirement to store email addresses in the Global or Context DFF. Could you please guide us on how to implement email validation, such as ensuring th…
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CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
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Validation rule in Opportunity Revenue Displays Error For All CasesWe are writing a validation rule to indicate that Quantity cannot be in decimal and Unit Price cannot be below Zero while adding a product. The script is written in Oppo…
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Granting guest user access to a folder in catalogueSummary: Hi Team, I want to provide guest user access to one folder in catalogue so that user can access the BIP report in that folder without logging in into CX. I trie…
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REST APIs for Field Change History in Redwood Sales Activity PanelSummary: In Redwood Sales » Opportunity » Activities Panel shows the field changes of the record. do we have APIs separately for Redwood Sales Change history? we have th…
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Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment https://videohub.oracle.com/embed/secure/iframe/…
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Can we use partner contacts as Customer Contacts in CX sales?Please let us know if contacts created as partner contacts can be used as a customer contact or not.
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Generate Win StoryHi, I have create in Sandbox enabling Yes for both Generate Account Description and Generate Win Story and published . In Accounts I am able to find the Send Email actio… -
Video - Troubleshooting your Redwood Sales ExtensionTroubleshooting your Redwood Sales Extension: When all doesn't go as planned, where can you look for clues? This shows some of the troubleshooting options you'll need to…