Oracle Best Practice
Discussion List
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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl… -
24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. https://videoh… -
Using CustomerAccountService for Bulk dataIssue: oracle fusion sends AR invoice to all the contacts who has BILL TO role responsibility under the customer account. which is not needed as our business function, s…
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Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview https://videohub.oracle.com/embed/secure/i…
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar https://videohub.oracle.com/embed/secure/iframe/entryId/1_1jdhggdd/uiConfId/35965902 From the Implementing Redwood…
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Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window https://videohub.oracle.com/embed/secure/iframe/entryId/1_t8so69ft/uiConfId/…
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Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. https://videohub.oracle.com/embed/secure/iframe/entryId/1_d7js1rkx/uiCo…
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Video: Translate Strings for Redwood UI ExtensionsTranslate Strings for Redwood UI Extensions: Working with UI strings as externalized (from code) and localized display text https://videohub.oracle.com/embed/secure/ifra…
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Video: OAUTH2 Resource OwnerOAUTH2 Resource Owner: An introduction to OAuth2 Resource Owner API authentication for Oracle CX Sales https://videohub.oracle.com/embed/secure/iframe/entryId/1_k6o6eeu3…
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Video: Sales Dashboard UUID Key Abstraction (Obsolete)Sales Dashboard UUID Key Abstraction: Sales Dashboard now supports defining the query itself that you want to see in the sections, without requiring you to provide a que…
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Video: Remove a Build From an EnvironmentRemove a Build From an Environment: Un-deploy a previously deployed extension from the development, test or production environment https://videohub.oracle.com/embed/secu…
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Video: Client Side CalculationsClient Side Calcualtions: This video is admittedly a little dated (using the JSON action chains), but nonetheless… Show them what they are going to get... Pre-calculate …
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Video: Client Side Field RulesClient Side Field Rules: Using the Birthday date field as the example, you can set a client side rule to improve the immediate feedback to the user for valid and invalid…
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Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. https://videohub.oracle.com/embed/secure/i…
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Video: Conditional Rendering for Dynamic LayoutsConditional Rendering for Dynamic Layouts: Using Role or Field Based Conditions on a Dynamic Form or Table https://videohub.oracle.com/embed/secure/iframe/entryId/1_20ec…
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Video: Adding a Field to the Header Form and Changing the Default RenderingAdding a Field to the Header Form and Changing the Default Rendering: A specialization of the use case to add a field to the form, we'll do do to the header area which i…
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Video: Adding a Field to a Form and Changing the Default RenderingAdding a Field to a Form and Changing the Default Rendering: Adding a field to an edit form and using a field template to change the field rendering characteristics http…
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Video: Create a Visual Builder Studio WorkspaceCreate a Visual Builder Studio Workspace: Each person working on the extension will create workspace(s) in which they will perform the extension. https://videohub.oracle…
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Video: Accessing Visual Builder StudioAccessing Visual Builder Studio: Understanding the access and authorization for using VBS with Next Gen CX Fusion applications. https://videohub.oracle.com/embed/secure/…
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Video: How to Think About Adopting Redwood SalesVideo: How to Think About Adopting Redwood Sales: Apply Design Thinking and consider what it means to adopt Redwood Sales. Learn how Oracle recommends approaching the im…
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Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
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Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. https://videohub.oracle.com/embed/secure/iframe/entryId/1_746enmti/uiConfId/35…
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how to hide the mark as complete and delete actions in tasksHi Everyone, In NGS Activitiy screen we are getting Mark as Complete and Delete for Task. we don't want to give those two options available to End Users. How can we hide… -
Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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HZ_ENABLE_MULTIPLE_BU_CRM setupSummary: We are implementing CX - Service, Current Sales setup has HZ_ENABLE_MULTIPLE_BU_CRM set as No. Can we progress this setup for now and then come and update the v…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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need to add the related object custom fieldsSummary: need to add the related object custom fields on the parent object it order to include it as a search criteria Content (please ensure you mask any confidential i…
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B2B Service and work order without asset and adding the asset details back processSummary: Greetings, We seek the best practice or process solution for the following scenario: When the call center service team receives a call from a customer requestin…