Redwood
Discussion List
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CSS changes are not reflecting in mainline after publishing the changes.Summary: We have facing issue to migrating css changes to mainline. Those changes are available in preview but not moving to mainline. Content (please ensure you mask an…
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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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Subscription Sub View Layout on Account Redwood is not Visible (Redwood)Summary: We are currently unable to view the subscription data on the Account subview layout, although the data is visible on the panel layout. Could you please confirm …
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Redwood: Unexpected Behaviour of Read only property in fields of RevenueSummary: Hi Team, When I go to Redwood Opportunity > Show products and then edit one of the products, a custom Revenue Edit Layout is rendered. This is a copy of standar…
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Adding Campaign Member list in the Campaign RedwoodUISummary: in the Classic UI we can have the campaign members as tab in the campaign edit layout, however this one seems like not supported in the Redwood UI, is there awa…
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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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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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CORS Error When Accessing Custom MyRequisitions Endpoint from VBCSSummary: We have created a custom endpoint MyRequisitions in Visual Builder Redwood. This endpoint is being called from Visual Builder Cloud Service (VBCS) events. when …
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Redwood: Obtaining details about the current user Business Unit in a Javascript action chainSummary: Is there a direct way to get logged in user's Business Unit? I am currently using below code on an Action Chain attached to an even listener to obtain BU in a v…
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OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re…
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Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
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redwood serviceSummary: How to add Custom fields on SR edit page? How to add fields on service request edit/details page? i have created 2 fiedls in application composer which was easy…
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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 45 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to remove the commas from a Number field in Oracle RedwoodSummary: We have Quote Number field where commas are getting added when we enter a number. Is there a way to remove the commas. Content (please ensure you mask any confi…
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How to stop CRM users delinking a customer contactHello, We have integrated Redwood CRM with CPQ, Order Management, and AR to allow us to raise Opportunities and Quotes which then create recurring Orders and Invoices. H…Lewis Hamilton 37 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to migrate Extension Generator default smart actions to another environmentSummary: We have default smart actions from Extension Generator in fusion dev environment and imported to VBS dev environment. After migrating the VBS changes from DEV t…
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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 13 views 0 comments 0 points Started by Vinay_Raulwar -Oracle Human Capital Management
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Redwood-Product hierarchy in OOTB product fields of leadSummary: Hi Team, In classic UI while adding a product to opportunity revenue line, user is able to select the product group/product from product hierarchy. Could you pl…Mahesh VT 24 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…
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Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series
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Redwood Visual builder Studio - Set product data on Browse catalog when inserting productsHi, our customer need to set data on Revenue items for opportunities when selecting products using the catalog smart action "Browse Catalog" in Redwood UI. For the Reven…
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Can you automatically attach a CPQ Quote to an Opportunity?We are looking to automatically have the CPQ Quote attached to it's Opportunity. We'd like a copy of the PDF quote that's generated to be added as an attachment to the O…
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat…
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Redwood: Revenue Schedule is not having Grand Total for quantity and Amount like Classic UISummary: 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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Microsoft 365 plugin - remove 'Add Sales Lead' optionSummary: When viewing an email in outlook, the default contact view is shown. Option at the bottom is to ad Account, Opportunity or Sales Lead. We do not use 'Sales Lead…
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Microsoft 365 plugin to Create OpportunitySummary: We are currently using the Oracle CX Sales Microsoft 365 ad-in/plugin and we've been advised that we HAVE TO upgrade as part of 25B. This is unfortunate since w…
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Redwood UI : Need to Enable Create Contact Action from Create Account within Opportunities PageSummary: In the implementation, navigating to the opportunities create or edit page, there is a dcl on Accounts which also has a "Create Account " action We can Create A…
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Redwood Fragments(CX-Sales) - Add and configure Fields to Single Field Update Search ListIs there a way to add OOTB/Custom Fields to the Contact Object: Single Update Field Search List We cannot perform the following actions for OOTB/Standard contact fields …
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Contact and Account Merge in Fusion SalesSummary: Is contact/account merge only available if you hace Customer Data Management? Content (please ensure you mask any confidential information): We are trying to me…