Redwood
Discussion List
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How are "Log a Call" records Stored in RedwoodSummary: We're migrating to Redwood UI and can "Log a Call" from Opportunity or Contact and see the records in the Activities panel. However, when we go to Activities ob…
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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Why include in forecast field we are not able to see in Configure adaptive searchSummary: Hi Team, In opportunity we have one standard field Include in Forecast it is not available in configure adaptive search . because in redwood opportunity dcl fil…
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How to mark Account as Primary for a Contact in Contact Object in Oracle Redwood SalesSummary: In Oracle Redwood Sales in the Contact Landing Page there is a field called "Primary Account", and we are looking for ways to have this field populated as on Co…
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Redwood- How to add attachment field in edit page in Sales Lead Object.Summary: Hi Team, We need "attachment" field in edit page of lead object in redwood Ui. We have added out of box attachment field in rule set of edit layout but it is no…
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why custom fields changes are not reflected under activitiesSummary: Hi Team, In Opportunity we have created custom fields and enabled it in Audit policy to track the change history, In Classic UI We are able to see the change hi…
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How can we add Opportunity smart action under lead in oracle redwood salesSummary: Hi Team, I want to add the "Add Opportunity" action under Leads in Oracle Redwood Sales. I have created a REST-based Smart Action, but nothing is appearing in t…
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How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…
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CX Sales add-in for Microsoft Outlook 365 QuestionsSummary: We have a couple questions/potential bugs pertaining to the functionality of CX Sales add-in for Microsoft Outlook 365. Since Support usually requires us to mak…
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Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does…
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Not able to see the data on Panels and subviews of child object of LeadSummary: Hi Team, We have created a child object on the Lead and written a before-insert Groovy script to generate a set of questions. We also created a panel and subvie…
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Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple…
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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…
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Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …
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Unable to collapse page sections on Edit Page layoutsSummary: Unable to collapse page sections on Edit Page layouts: On Opportunity Edit page we have more than 30 fields and have been grouped but we are unable to format th…
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Introducing Redwood PRM: Empowering Channel Organizations to Drive Partner SuccessSummary: Starting 25A, Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services m…Priscila Terazawa - Support-Oracle 28 views 0 comments 2 points Started by Priscila Terazawa - Support-Oracle Sales
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Video: Creating a Customer Drawer with Your Own Custom ContextCreating a Customer Drawer with Your Own Custom Context Create you own smart action that opens a drawer sliding out from the right side of the details screen, and works …
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Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite…
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Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
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Extending Sales ForecastingSummary: An overview of extending Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of extending sales forecasting …
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Contact duplicate check always showing 20 existing contactsSummary: Hi @John Vakoc-Oracle In Redwood, while creating contact when we enter the same email address again, it is always showing there are 20 existing contacts with th…
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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…
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Visual Builder multiple projectSummary: we are 3 devs , each dev have their own project, each dev deals with different objects. the problem that we encounter, when some dev tried to publish their chan…
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How do I remove ability to create account for a specific role?Summary: I am working on an implementation where only 2 roles are permitted to create an account. The other roles are not. I cannot find the role permission I can remove…
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Unable to add verbiage in Responsive Supplier Registration customizations.Summary: In the classic Supplier Registration Page i.e. the current set up we had the customizations in place as per the user requirement. However, in Responsive Supplie…Kim V - Hollywood, FL 56 views 2 comments 0 points Most recent by Elena-Cristina Staniloiu-Oracle Supplier Management
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Automatic emailSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 24D Code Snippet (add any code snippe…Sadvika Rachakonda 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! From the Implementing Redwood Sales video series
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Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
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Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series
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Redwood/VBS - how to query by date?Summary: Hello! I am attempting to query by date inside a template using the query function on my fragment. I've tried all of the date formats that I can think of, with …