Configuration
Discussion List
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How to access attachments of Interaction object in groovySummary: Hi, We have a requirement to show the total no. of attachments associated with the interaction (Redwood Sales) in a custom field. How to access attachment infor… -
Can we include a search filter for addresses with CX-ContactsSummary: We need a search filter where highlighted. We have many Contacts that have high quantity of addresses - some even have over 500 which will not appear in the lis… -
Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …Tim Gruidl 10 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Currency Field not editable in test environmentSummary: We created a Currency field in a Sandbox in our Test environment, and the intention is to make it conditionally editable and conditionally hide it on the page l…Shirley.Q.Motiv 17 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?Black_Beard 28 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va…Tamizharasi Murugan 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How can i use the same list of values from a ERP DFF and in CX custom field?Summary: we have a DFF in ERP that has a value set. I want to use the same list for my CX implementation, in a custom field (fixed choice list). Content (please ensure y… -
Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search… -
How to update the account owner automatically if the territory owner is changed.In Oracle Sales Cloud, if I update the territory owner then it should also update the owner of associated account records. Can we achieve this functionality? If yes, ple… -
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…
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How to integrate CX with VPNWe want to know the possibility of restricting access to Oracle CX (Customer Experience) web services through our corporate network by enforcing the use of our internal …
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A new role applied to a Redwood Search list is not retained after saving - what could cause this?Summary: We created a new role which is an exact copy of 29 other roles except for the name and role code. The sole purpose of these roles are to control search list beh…
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Redwood: Enable for list view same field available in edit view in VBSSummary: Hi, we would like to add in the list view for an object in Redwood the same field we can add in the edit detail view for the same object. Content (please ensure…
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Video: Suppress Defaulting the Primary Contact When Creating an Opportunity From the Account DetailSuppress Defaulting the Primary Contact When Creating an Opportunity From the Account Detail Page Using the onCreate event listener, the parameters that are passed to 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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Navigation Dots in Redwood UIHi, We noticed that five dots have appeared to navigate between panels in the Redwood UI. Are these dots only meant for navigation, or do they have additional functions …
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Hide Hierarchy representation in relationship sub Tab of Partner EntityIn the Relation tab when the user enter in the page see the Hierarchy representation, We don't want to use the Hierarchy representation , we want to see only the Relatio…
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Unable to View Leads and Opportunities with Custom Role in Redwood UIDear Oracle Community, We are currently facing an issue while configuring a custom role intended to provide access to Contacts, Accounts, Activities, Leads, and Opportun…
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Sales Account - Shared Site - How and Where?Hi Oracle Documentation says that multiple customer accounts (within a party) can share the same customer account site. I do not see any options while creating customer …mkthg 54 views 14 comments 0 points Most recent by Jacqueline Li-Support-Oracle Receivables & Collections
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How to set Account default search as 'Contains'Summary: I am looking for an option to search partial Account Number. Suppose if I search with 18529008, it should return the Account AP18529008. Currently it is working…
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In mass update of leads, the fields for update is repeating every time "add field" is selected.In leads we have enabled 2 fields , i.e. Owner and Rank for mass update. When trying mass update on leads, we select Owner and click on "Add field", the option for selec…
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What is the required role for user to see and update only accounts in oracle fusion applicationSummary: What is the required role for user to see and update only accounts in oracle fusion application Content (please ensure you mask any confidential information): V…
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VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series
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How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 42 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to pass dynamic input parameters to VBCS Redwood Quick Action DOR LinkSummary: How to pass dynamic input parameters to VBCS Redwood Quick Action DOR Link Content (please ensure you mask any confidential information): We have requirement to…Vinay_Raulwar -Oracle 18 views 0 comments 0 points Started by Vinay_Raulwar -Oracle Human Capital Management
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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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Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
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How to Mass Delete Records in Oracle Sales Cloud?Summary: We have to Delete 8000+ SR records in Oracle Sales Cloud. Normally we have to delete a records through the action button (SUI) or use an automation file to do t…Patrick Anthony Yu-Asensi 23 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Help Creating Event Listeners and Action ChainWe are looking to create an Even Listener and Action Chain so that when we change an Opportunity Type it automatically changes to a specific Sales Stage. The documentati…