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Sales
Discussion List
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How to update a resource record field for a partner user through file import?Summary: How to update a resource record field for a partner user through file import? we have a use case to update a custom field on Resource record. We were able to up… -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th… -
Export and import saved searchs using rest APISummary: Hi, we are trying to export saved search using rest api to be able to import them in other environments. This is needed to mantain the same UID across different… -
can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
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CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 21 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle
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Redwood: Unexpected Behaviour of Read only property in fields of RevenueSummary: Hi Team, When I go to Redwood Opportunity > Show products and then edit one of the products, a custom Revenue Edit Layout is rendered. This is a copy of standar…
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Redwood: Revenue Schedule is not having Grand Total for quantity and Amount like Classic UISummary: 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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Error while updating Sales Order it doesn't include a value for the BillToContactPointId or invalidSummary: While invoking below Fusion REST API to update a Sales Order in OIC integration curl --verbose -X PATCH «Fusion HOST»/fscmRestApi/resources/latest/salesOrdersFo…
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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Account Name Update RestrictionSummary: For certain roles, the customer wants the Account Name field to be non-updatable. In the Test instance, we tried using a field-level script in the Updatable con…
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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Can we create a custom Scheduled Process in CX Sales and Service Fusion ?Summary: We want to create a custom Scheduled Process Job with our own condition and logic so is it achievable in CX Sales and Service Product ? Content (please ensure y…
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OTBI Agent does not send out an emailSummary: We have a daily agent which sends an email with an excel file attachment. The agent run successfully daily until a week ago, when running the agent we can see t…
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Request Account Assignment process not assigning territories to partnerSummary: We have created a child territory of "Partner" type under Parent Territory of "Prime" type. We also added some partner accounts as inclusions and then we ran th…
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Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Microsoft 365 plugin - remove 'Add Sales Lead' optionSummary: When viewing an email in outlook, the default contact view is shown. Option at the bottom is to ad Account, Opportunity or Sales Lead. We do not use 'Sales Lead…
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Microsoft 365 plugin to Create OpportunitySummary: We are currently using the Oracle CX Sales Microsoft 365 ad-in/plugin and we've been advised that we HAVE TO upgrade as part of 25B. This is unfortunate since w…
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Contact and Account Merge in Fusion SalesSummary: Is contact/account merge only available if you hace Customer Data Management? Content (please ensure you mask any confidential information): We are trying to me…
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What is causing this error when adding filter on DCL field in app composer?Summary: Need to add filter for an existing DCL field but it is encountering this error What could be done on this error? Content (please ensure you mask any confidentia…
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Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…Harshini Amancha 31 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Redwood UI : Need to Enable Create Contact Action from Create Account within Opportunities PageSummary: In the implementation, navigating to the opportunities create or edit page, there is a dcl on Accounts which also has a "Create Account " action We can Create A…
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Redwood Fragments(CX-Sales) - Add and configure Fields to Single Field Update Search ListIs there a way to add OOTB/Custom Fields to the Contact Object: Single Update Field Search List We cannot perform the following actions for OOTB/Standard contact fields …
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Are there REST API's for integrating AR Customers, Sites etc into OracleSummary: Are there REST API's for integrating AR Customers, Sites etc into Oracle Content (please ensure you mask any confidential information): We are trying to integra…
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Filter Criteria is not working on Adaptive searchSummary: I’m currently facing an issue while working with the Adaptive Picker I’ve added a filter criteria in the template, where I'm trying to reference the value from …
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How can a custom attribute be added at a contact point level?For every contact point (Email/Phone Number, etc.) created for a Person within the Customer Data Management module, I wish to create a custom check box that can individu…
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Is it possible to display a multi select choice list as a bunch of checkboxes in Redwood Sales?Has anyone been able to display a multi select choice list as a bunch of checkboxes? I have a list that is a bit long and rather have the user scroll through the list, I…
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The email is not visible in the UI, but it is still triggering the validation scriptSummary: We have a validation script that queries active contacts where Status = 'A' and Internal Flag = 'N'. This validation is triggered in both scenarios — when a use…
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Unable to create knowledge articleSummary: When I click on Create Article button under Authoring in Knowledge the I get an error message popup saying "You need an active locale to create a new article". …