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Sales
Discussion List
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Display fields of the current record in a panel on the details pageWe have a customer requirement where the customer would like to have the ability to display fields of a record in a dedicated panel section of the object's details page.… -
Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i… -
Redwood: Why does the new version of MS Outlook 365 add-in is not visible in the 'New Outlook'?Summary: I am in the process of migrating the old version of 0365 add-in into CX Sales Redwood UX. I was able to generate the manifest file and deployed it. It is visibl…
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VBCS Redwood cx-picker for custom object showing extra unknown filter that causes errorSummary: We created a custom cx-picker template for custom object in VBCS for our Redwood UX. However, in the LOV it has an option that appears to be a saved search that…
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copy sandbox to other instanceSummary: 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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Groovy Script to Return an Error Message if User Leaves Page Before Finishing RunSummary: I am currently working with a Groovy script in Oracle Sales/CRM Cloud. The requirement is to either warn or return an error message if a user navigates away fro…
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Need Clarification - How "Link" action works in Redwood Sales AccountsSummary: In Oracle Redwood sales Account object, we see an action called "Link". We would like to understand the functional purpose and expected behaviour of the action.…
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REST API - Unable to create a custom field of type Text for object AccountSummary: Unable to create a custom field of type Text for object Account Content (please ensure you mask any confidential information): We're trying to create a custom f… -
Custom Object Bell Notification - Configuration InquirySummary: To enable Custom Event notification Bell Function is there a way to include our Custom Sales Object in Notification Preferences (under Application Composer > No…
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Redwood UI, Unable to Create Contact Using Custom Role (“Permission is required to edit this field”)Redwood UI – Unable to Create Contact Using Custom Role (“Permission is required to edit this field”) Hello everyone, I’m implementing Oracle Fusion Sales (Redwood UI), …
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"Error": "Entity provided in request is not an enabled top-level entity"Summary: We want to create a template with a custom list in Redwood using the API information: "…/crmRestApi/resources/latest/addressGeographies?fields=GeographyIdentifi… -
Is it possible to have "Select All" option for Multi-select menu field in Redwood?We need to check if it is possible to select all LOVs in multiselect menu field in Redwood. Kindly let me know if there is any feasibility.
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How can I register a RESTful Web Service that returns binary data in CX CRMUi Application Composer?Summary: We are trying to register a Web Service that returns a PDF file as binary data, but the REST Web Service creation screen only allows us to create it using a Sch…
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Is it possible to filter products dynamically based on dynamic filters on Opportunity (redwood)?Summary: Currently, when using the "Add Products" Smart Action on opportunity with redwod, the screen only displays pre-built filters: "Filter by Territory" and "All Pro…
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Account Business PlansSummary: Questions on Account Business Plans Content (please ensure you mask any confidential information): We are trying to configure the Business Plans for Accounts in…
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How to display an notification popup message (not error or warning) in Oracle Sales Cloud UIHello, I would like to display an informational (non-blocking) popup message on the Oracle Sales Cloud UI — for example, before the Save action or when a specific field …
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Unable to Add Custom Field in AR Receipts (Header Level) – AR Object Not Visible in AppIn Receivables → AR → Receipts, I am trying to add a custom field at the header level of the receipt. However, I'm running into a few issues: I cannot find the AR object…
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
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Why one of the DCL field is not working in RedwoodSummary: One of the DCL on our custom object being migrated to Redwood is not working. We migrated the object via CX extension Generator. Other DCL is working fine like …
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How to check to assure that all activity outbound email notifications are disabledSummary: I need to be able to check to assure that all activity outbound email notifications are disabled. Content (please ensure you mask any confidential information):…
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In My teams filter should it shows only the subordinates records of manager.Summary: In My teams filter should it shows only the subordinates records of manager or subordinates record Plus my(Manager) records also. Ex For Manager's login do we s…
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Send Attachments via Email Notification for Specific ActivityHello, Currently, we have a process where we send an email notification (via Object Workflow) for a specific Activity related to an Opportunity. Now, we want to also inc…
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_hdg0pttk/uiConfId/35965902
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How to add address in custom object in oracle sales redwood user interfaceSummary: We are in a situation in which we need to use a custom object in oracle sales to hold the data of one of the custom extensions of customer's legacy system data.…
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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu…Priscila Terazawa - Support-Oracle 852 views 13 comments 4 points Most recent by SaiVenkatasubramanian -
How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync … -
Table that stores Real-time cleansing ResultsSummary: Hello Team, When we run the data verification address batch job, I understand that all results are stored in the ZCH_CLNS_LOC_RESULTS table along with their bat…
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Custom DCL field Product Group is not working in Redwood UISummary: Created a custom DCL field Product Group, but in Redwood UI, the drop-down list is always blank/doesn't work. Content (please ensure you mask any confidential i…
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How to Add CRM Contacts Under Accounts in Account Receivables?Summary: Can anyone share how we can add CRM contacts under Accounts in Account Receivables? Currently, when we add contacts in CRM, they sync to AR and are added at the…