Redwood
Discussion List
-
Mass update of custom fields in Assets object for more than 500 records in NGS UISummary: Our customer has requirement of updating dates in Assets, sometimes they need to update for more than 500 lines. It is difficult to update each Asset from syste… -
Customer Requirement: Update Contact Foldout Layouts to Fix Campaigns Display - 23D Redwood SalesSummary As an improvement to the consistency and layout of the Contacts landing page (the Foldout), the 23D release will be changing which object is displaying in the pa…
-
Enroll your project in Next Gen Sales App, we can help with our Support Implementation Program!If you are currently implementing CX Sales, Incentive Compensation or PRM, or are already live with our products but want to enable/implement new features such as Worksp…Nicoleta Chiru-Support-Oracle 217 views 0 comments 1 point Started by Nicoleta Chiru-Support-Oracle Sales
-
[NGS - CX Sales] How to configure the Automatic Send Email Navigation upon clicking an Email id.Summary: Use Case: In the Account Team Member panel, when clicking on the "Resource Email" field, a "Send Email" dialog pops up. We observed that the "Resource Email" fi…
-
[NGS - CX Sales] How to configure the Navigation Link on Header/Panel Layouts in Redwood.Summary: Use Case: In the Account's Header section, the "Website" field provides a link that allows direct navigation to the website. Similarly, the "Website" field is a…
-
How to add new report/infolets into redwood sales dashboard using visual builder studioSummary: We have new sales method created in CX sales, so in current sales dashboard of pipeline is blank, so we need to embed to report in redwood sales dashboard Conte…
-
[NGS-CX Sales] How to make the fields in List page Auto Adjustable (Fit Columns to the screen)Summary: New Columns added onto the List Page using Manage Columns button are not getting auto adjusted based on the Screen size. User has to manually size them and save…
-
Update Smart Action - part 2.Summary: Content (required): One of the custom fields I added to the Opportunity update page is a DCL configured using an Adaptive Picker component. It works as expected… -
How to add CSS style to cell in sales lead landing pageSummary: Hello, We want to add a css background color to Oracle sales lead status field. So for instance, when status of lead is unqualified, we want the background colo…
-
Can individual 'Update' Smart Actions be disabled?Summary: Content (required): I've configured my Opportunity update page which included adding some custom fields. I see my custom fields automatically get 'Update' Smart…
-
How does Redwood UI impact custom objectsSummary: How does Redwood UI impact custom objects Content (required): We are transitioning from Workspace UI to Redwood UI. We do have a lots of Custom objects (Sales) …
-
How to add Custom DCL field in redwood pagesSummary: Created a custom object and linked to opportunity object as a DCL field now need this DCL field to be selected in redwood page. Also, Where can we add saved sea…
-
Activities are not visible under AccountGreetings! Activities are created under Accounts (in digital sales), but they are not displaying when we click on it. However, if we are not viewing the Account under di…
-
Masking the Identity of the Customer when Sending a Service Request.Summary: Content (required): Is it possible to set up the Service Center and HR Help Desk functions to allow customers and employees to submit service requests to the co…
-
Using a template to enhance the Opportunity Update LayoutSummary: I'm trying to modify the OOTB digital-sales Opportunity update layout. Content (required): I want to create a template that will be used with the Opportunity up…
-
Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…