Redwood
Discussion List
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Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing… -
How to display data based on FSCM REST API in a custom Panel on Redwood Account Detail foldout pageSummary: I created a new service connection using fscmRestAPI with a GET call and want to display the response data on the CX Account Detail foldout page. I added a new … -
Is there a feasibility to add "Create" smart actions to Accounts - Contacts object?We want to add below smart actions to Accounts-Contacts objects. When you navigate to an Account record in Redwood and open the contact sub view from there, we have 3 do… -
Redwood - Address DCL in OptySummary: https://us.v-cdn.net/6034893/uploads/23KN448WACLA/uptake-address-picker.pdf I'm initiating this thread from the below referred context. I'm looking for any orac…
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Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat…
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I am not able to open Mobile app in various devices and with multiple usersSummary: I am trying to log in to mobile app of fusion sales cloud but the application is not loading. I tried in both IOS & Android still the application showing blank … -
Is it possible to get account and party number value in strategy dropdown searchCreated Strategy DCL field in Activity Object. Strategy is child object of Goals which is a child object of Business Plan, added picker template for Strategy to show rec…
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Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf…
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END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
Is Redwood UI/UX available for Territory Management?Summary: Is Redwood UI/UX available for Territory Management? Content (please ensure you mask any confidential information): Is Redwood UI/UX available for Territory Man…
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How to Disable GEN AI Summary on Opportunity 360 PageWe would like a way to remove the GEN AI summary from the Opportunity 360 page, as it occupies UI space, given that the “Generate Opportunity Summary” feature is already…
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Implementing Translation for Error Messages in action chainSummary: We have an error message that has been implemented from VBCS action chain. Now we got a requirement that this message should be translated in multiple other lan…
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OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …
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Primary Business Unit Not Auto-Populating in Redwood UIWe have enabled the standard Business Unit field in the Redwood UI. Normally, this field auto-populates based on the user’s assignment in Manage Resource Organization Me…
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Add a button to the Redwood account edit screenContent (please ensure you mask any confidential information): I have the following question. I am currently using a Redwood account. I would like to make the following …
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How to add fields that are not present & additional bottom section in the Mobile UI for contacts?In the mobile setup for Contact details page UI, the system information fields such as "Creation Date" and "Last Updated By" are not available to add in the UI. Also, th…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 …
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Deal Size Not Mapping to Opportunity Revenue During Lead ConversionWhen a Lead is converted to an Opportunity, we have enabled the copy maps to transfer the Deal Size value to the Opportunity Revenue (standard field) based on the client…
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Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
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When creating a lead, why doesn’t the primary contact is not defaulting based on Account Selection?Summary: In Redwood, when we create lead from account the Primary contact is getting defaulted. But when we are creating from leads and selects the Account the Primary C…
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Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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The configure forecasting is not working in redwood sales UISummary: The configure forecasting is not working in redwood sales UI for the second time we could see only read only field Content (please ensure you mask any confident…
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Historical activities are not showing in Redwood and classic Sales UIHi All, We are facing an issue where a user is unable to view old/historical activities in both redwood and Classic UI. Only a limited number of recent activities are vi…
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How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
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Opportunity edit layout not getting defaulted as per assigned roleSummary: We have coped the opportunity page layout for another BU and new custom role is created and that layout is VBS, now login with user having that particular role …
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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…
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REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec…
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Business Plan in Redwood is available from 25C release but the Tile is not yet updated for RedwoodSummary: The Business Plan for accounts are available as part of 25C release but we see that the Business Plan tile still points to the classic ui and we do not have a s…
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please …