Search and Workspace User Experience
Discussion List
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Search Contact using email address in CX Sales for Microsoft 365 side panelHi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only able to retrieve contac… -
Redwood Page Template Not VisibleSummary Redwood Page template not visible under components in Visual Builder Content (required): Hi, I am trying to add a Data Management page template to App UI. I don'…
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Can Extension deployed to a Cloud application be deleted or redeployed by raising Service Request?Summary: Can an Extension deployed to a Fusion Cloud application be deleted or redeployed by raising Service Request? Content (required): Version (include the version yo…
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Dynamically set value in Fields present in Saved SearchSummary: Hello Team, Actually Is it possible to set the values into the fields present in Saved Search/Workspace filters dynamically using some expression / Groovy? We h…
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Enable Mass Update option to Owner fieldSummary: Enable Mass Update option to Owner field Content (required): Hi, We see that Owner field does not have the option to enable mass updatex. How can we enable this…
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How to hide the columns displayed on LHS under edit columns in worspaceSummary: within workspace under all contacts, in the oracle sales cloud, we want to hide certain fields that appear in the edit columns button on the left side of the wi…
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In Application Usage Insights how the percentage increase / decrease is calculated?Summary: . In the dashboard, for the second point of information 'How much has the count of contacts increased or decreased?' the outcome is '-129%'. Which we understand…
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Sales Quota Plan ImplementationSummary:We are not able to use Quota Formulas and Distribution Formulas Content (required): 1. While creating a Quota Plan through setup and Maintenance, we got the opti…
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How to check which infrastructure is being used by our Sales Cloud.Summary: how do we check which infrastructure is being used by our sales cloud to run the database, whether it is ExaData or a normal virtual machine. Content (required)…
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How to remove "+" sign from workspace quick access tool barSummary: We've been trying to remove the create button, i.e., "+" icon from the workspace quick access tool bar for sales users but couldn't find the means to do so. cou…
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Is "Synchronize CRM Search Indexes" still needed when workspace is used.**This post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: We use the workspace and the periodic refresh (scheduled …
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Adaptive Search: Remove "+" button from adaptive search UISummary: Hi Team, We have enabled adaptive search for custom object "Sales Register" and we want to remove "+" button for custom job roles. Ex: We want to enable Create(…
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Aggregates in WorkspaceHow to enable Aggregates in Workspace **This post was created as part of a How to Service Request (SR)** -
Why Save & Continue button is missing in Deal Registration creation page after enabled workspaceSummary: Save & Continue button is missing in Deal Registration creation page after enabled workspace Content (required): Users have enabled this feature "Open Work Area… -
Need ability to remove Party Usage Assignment field which is added as default field(non removable) iSummary Need ability to remove Party Usage Assignment field which is added as default field(non removable) in Workspace accounts after 21 AContent HI, Need ability to re… -
Exporting Limit in WorkspaceSummary: Currently workspace is only exporting 2k records. In future is this limit going to be increased to a large number? Content (required): Workspace Version (includ…
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How the count in the Field 'Number of Revenue lines' calculated in Opty workspace**This post was created as part of a How to Service Request (SR) Summary: How the count in the Field 'Number of Revenue lines' calculated in Opty workspace Content (requ…
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Can it be scheduled the "Refresh Server Cache" workspace action?**This post was created as part of a How to Service Request (SR) Release: 22C Summary: We have noticed that cached values are being displayed in workspace search results…
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The order of entities in WorkspaceSummary: The order of entities in Workspace Content (required): Is there any possibility to re-order the entities as desired within the workspace. At this moment, the or…
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Is it possible to modify the information that appears when accessing the help icon?Summary: Modify Workspace help information Content (required): When you access the Workspace, when entering, next to the literal 'Workspace' there is a help icon where c…Madalina Roman-Support-Oracle 31 views 1 comment 0 points Most recent by Madalina Roman-Support-Oracle
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Workspace Filter for Last X DaysI am wanting to create a saved search for records created the last 7 days in Workspace. The available selections do not allow to creation of that. Is there a way to crea…
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How to restrict user seeing Activities of other user in the workspaceSummary How to restrict user seeing Activities of other user in the workspaceContent Hi, Is there any way to restrict user seeing Activities of other user in the workspa…
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer… -
AFter Quarterly update ie to 21C what is needed to get Workspace working fasterSummary: We noticed after the first update to our Test pod that the Workspace feature wasn't available Content (required): What are the Processes that should be run for …
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Remove "+" button from workspaceContent Hello, Is it possible to remove the "+" button (create button) within the workspace? For example, through the page composer? Thank you! Version 21b
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Selling on the Go - Oracle CX Mobile AppIf you want to explore more on this topic, I recommend you to attend the following Cloud Adoption Webinar, delivered by one of our Customer Success Managers: Get your jo… -
Not able to search Documents by Document Name or Account Name, after adding documents to AccountsOur Business requirement is Business users will attach documents to Accounts. Managers has to verify the documents where manager can search by Document Names where it sh…
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How to Add custom field in Workspace for Account ObjectSummary:How to Add custom field in Workspace for Account Object Need to add Custom field called MissionStatement in Adaptive Search. Object Account **This post was creat…
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Need Some Help on Adaptive Search APIQuestion : Need Some Help on Adaptive Search API ------------------------------ Body------------------------------------ **This post was created as part of a How to Serv…
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Migrate Smart ActionsSummary: Migrate Smart Actions Content (required): Hi, How do changes from smart actions migrate to another environment? is it possible to go through csm? Thank you. Ver…