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Sales
Discussion List
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Oracle Fusion Applications - Upcoming Exception Migration to Identity and Access Management (IAM)Summary: Hi, We have received the following notification: “Oracle Fusion Applications: upcoming migration of exceptions to Identity and Access Management (IAM)” indicati… -
Product DCL field issue in Asset ObjectSummary: I am facing an issue in Asset object. When I select a new value in the Product DCL field, the old value automatically appears again in the Asset edit layout. Al…Mohd Adnan Parvez 22 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle -
How we can set default search as All Product under asset mass record updateSummary: We have to set the Product search by default as a All product under the Asset Tab in mass update action. Navigation → Sales → Assets → Select multiple Asset → U…
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Aside from OwnerEmailAddress, is there any field in account to update sales team member in CRM?Summary: Currently facing a data discrepancy in Sales Team Member of accounts in CRM. The source application is not storing the OwnerEmailAddress that can be used in int…
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Sorting records in opportunity subview layoutSummary: How can we sort opportunities in an opportunity subview layout(on account) by default in redwood. We have the below requirement: Requirement: Display open oppor…
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Account Address site number in LOV based on account populated in DCL for Custom objectSummary: we have custom object where Account DCL is field populates the account Id based on from which account the custom object record is created using smart action. We…
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We need to set the Site Name on the SR create page based on Address SourceSummary: We have a requirement to populate the Site Name on the Service Request create layout based on the Address Source field. However, the Address ID is not available…
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NullSummary Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th…
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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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Is it possible to remove unwanted filter and manage column options from Redwood UiHello Team, As we are transitioning from Sales Classic to Redwood, our group noticed that the filter lists in the sales objects include a lot of options users don’t real…
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Can Opportunity Summary generated by AI appearing unrequested in foldout view after 26A be disabled?Summary: I am aware that the Opportunity Summary (and other summaries generated by AI) can be opened in a view by calling a Show request in the Action Bar, but with 26A …
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Configure LOVs for Channel Type field in outlookSummary: Need to configure the LOVs for the Channel Type field in CX Sales Outlook plug-in Content (please ensure you mask any confidential information): Whenever we sch…
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How can we enable validation for Address Line1 on the Account in Redwood UISummary: We have a requirement to validate Address Line 1 for an Account Address in Redwood UI. Currently, by enabling Manage Geography Validation, the State/County/City…
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Can we able to call the Object function of Application Composer's custom object in postmanSummary: Hi Developers, Is there any way to call the Object function or Object trigger in postman, my aim is to create the data in the Application composer's custom obje… -
Child Object of Account - Subview is blankSummary: Created a child object under Accounts called Fleet Information, and used CX Extension Generator to create the new pages. I was aware of the slash that needed to…
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Restricting Sales Method LOV Based on Opportunity Type in Redwood UI (VBS)Hello , I have a requirement from a client to restrict the Sales Method LOV based on a custom field called Opportunity Type in Redwood UI. Summary: If Opportunity Type =…
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Activity not showing in account details redwoodUISummary: Hi, We have copied the customer role for Sales Representative, activities under associated to account is showing in Classic UI. We have enabled redwood UI for o…
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How to automatically change account owner temporarily when owner is on vacation?Summary: When the owner of account is on vacation, he wants to assign another user as owner, for a fixed duration, after that duration is over then owner will be reverte…
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Clarification on Oracle’s Definition of Configuration vs. Configuration Extension in RedwoodSummary: Is duplicating a Redwood layout to reorder fields considered configuration or configuration extension? Does Oracle recommend duplicating the layout for all impl…
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Why Are Recurring Appointments Not Getting Created Within The Specified Date Range?Let's say I create an appointment on an account such that the start date and end date have a gap of 1 day between them, with the recurrence type set as "Daily", having n…
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In Redwood activity feed is it possible to delete an email interaction?Summary: A user has accidentally sent a blank email to her customer which shows up in her activity feed in Redwood. It has no subject line and no content. The sys admin …
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Is there a view object for fetching incentive calendar in server script trigger using groovy script?We want to access period first date of incentive calendar using groovy scripting. Is there a view object for that that we can query to get the first date of a specified …
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Is there a way to delete log a call entries?Summary: Is there a way to delete Log a call entries from SVC_INTERACTIONS? Content (please ensure you mask any confidential information): Version (include the version y…
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Error while creating Lead in redwood salesSummary: While creating lead from Redwood sales page, Getting error related to binding LOV_BuId. Content (please ensure you mask any confidential information): Applying …
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Create Quote Smart Action Redirects to Blank Screen and CRM Login Instead of CPQIn Oracle CRM, when using the Create Quote smart action from an Opportunity, the system does not directly redirect to the CPQ page as expected. Instead, it first display…
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Default “Source” (FCL) Field to “Email” for Leads and Opportunities Created via Outlook Add-inWe have a field named Source on both the Lead and Opportunity objects, configured as an FCL field. Our requirement is that whenever a Lead or Opportunity is created thro…
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Is there a way to obtain the following information how is the Parent Account field "structured"?Summary: Is there a way to obtain the following information: how is the Parent Account field "structured"? How is the parent-child relationship established in Account? I… -
In Redwood is it possible to make a custom picker template that defaults to a different search listSummary: On opportunity when you click in the Redwood picker template to select a primary contact the first things that default are: + Create Contact Related Contacts De…
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Need to inactive Products created in Sales. We dont have PIM enabledSummary: We have implemented Sales and the Products are created directly in Sales with Sales/Service attributes enabled. We need to Inactivate these products, so that th…
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service contract under account details layout in redwood UISummary: Hi, We have service contracts associated to account and want them to expose to account details layout as a panel in Redwood UI. How can we achieve it? Also, in …