Redwood
Discussion List
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Video: Single Field Update Conditionally Required Dependent FieldSingle Field Update: Conditionally Required Dependent Field This is a specialized implementation of single field update dependencies, for use when the dependency is cond… -
How to display product group alongside of product item in product picker?Summary: In Product Picker, Need to display product Items Along side of its Product Group. In order to achieve this which field should be added in product picker Layout?… -
Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Show in Smart Action Confirmation Message in Redwood data from Rest Service responseSummary: For a UI Smart action calling a rest service we need to show the user data from the service response Content (please ensure you mask any confidential informatio…
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Can you make the Display Settings on the Preferences to default as tickedSummary: We would like to make the Display Settings Buttons in the Preferences area of RSSP to be ticked. Content (please ensure you mask any confidential information): … -
How to import product structure and its components in Sales cloudSummary: Need to prepare CSV files for both product structure and its components to import through import management Content (please ensure you mask any confidential inf…
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Why Currency code field displaying the Currency NameSummary: We are using the Currency Code field on the Account Layout and I am expecting the correct value which is the code only like it what is currently happening in Cl…
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How to configure panels so it will based on field valueSummary: I am configuring panel container with supposed to be different criteria(cases) with this code: $base.page.variables.row.OrganizationDEO_BTAccountRecordType_c== …
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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 add Help hint defination to fields at layout level.Summary: We want to show help text for one field in opportunity. Content (please ensure you mask any confidential information): In opportunity we have one requirement to…
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Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales…
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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…CQUIROGAA 35 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add…
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When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
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Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
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Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use… -
Redwood - Inline editing on ObjectsSummary: Is there a way to enable inline editing on Opportunity landing pages in Redwood? Though I see this is going to be available for Opty Revenue in 25B. Content (pl…
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Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
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How do we remove a mapped field from a smart action (NGS)Summary: We are using NGS and have created a custom smart action for converting leads. We have one field in the map that does not need to be there and may be causing an …
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In the Redwood Outlook AddIn it asks to log in repeatedly during the same dayIt was configured according to the documentation so that users do not have to log in to the Outlook Redwood Add-In, but it is not working because it requires us to log i…
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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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Calling object function in visual builderSummary: We have an object function that will calculate the country region based on the selected country, and we would like to trigger it every time that the country fie…
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
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…
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How could we fix the missing layout on custom panel of AccountSummary:I am currently migrating custom object and add it as panel in Account Object. I was able to make the 1st panel worked without any issue but I am encountering an …
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …
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Video: Creating Custom Rollup Attributes in Redwood SalesCreating Custom Rollup Attributes in Redwood Sales From the Rollups series
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Video: Creating Custom Rollups in Redwood SalesCreating Custom Rollups in Redwood Sales From the Rollups series