Redwood
Discussion List
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How to make a field editable based on another field value in VBCSHi team, We have a requirement wherein, a field Sector - Other (Text Box) must become editable if another field Sector (Fixed Choice List) is updated with value OTHER. F… -
Branching in Sales OrchestrationSummary: Hi, Is it possible to create branching conditions in the Sales Orchestration process? For example: Let's say we have 4 Sales Stages: Initialize Analyze Design C… -
Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a…Sreekanth M, Oracle-Oracle 149 views 11 comments 0 points Most recent by Haresh Pahilajani-Oracle Sales -
How to Remove Checkboxes on Account and Contact object List View PagesSummary: I am looking for a way to remove these checkboxes on the List View Pages of Accounts and Contacts, etc.
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24D/25A Fusion Menu Setup - Using Households in Redwood SalesIn 24D, we released the Household object type in Redwood Sales, enabling customers that use this type of account to enjoy the additional benefits of the new Redwood envi…
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How can we display Record Name on Editing page header of custom Objects on Redwood UISummary: On Redwood UI For standard objects we can see Record Name in editing or detail header but for custom objects instead of record name we are getting Layout name. …
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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How to enable group by for Visualization Configuration ?Hi team, We want to create a table using Visualization Configuration from OTBI analysis, where we need column 1 as Estimator(Owner) Name and column 2 as Number of Submit…
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How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…Fareeha Altaf 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
Display Details as hyperlink on header layout of custom objectSummary: How can we display opportunity link in Custom Object header layout? Content (please ensure you mask any confidential information): We need to display opportunit…
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A field should be editable only if logged in user is admin or ownerSummary: In Redwood, how to make a field editable to the logged in user, only if that user is either admin or owner of that record Content (please ensure you mask any co…
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How to increase field display width for address fields in Redwood Sales UISummary: Hi, In Redwood Sales Lead, Contact and Account Object layouts, we have used 'FormattedAddress_address' to display address fields in redwood layouts.. This field… -
Issue with Product Group Adaptive Picker LayoutIn Opportunities, we are trying to add products. For the Product Group DCL field, we have an adaptive picker, and we have added more fields in the picker layout for prod…
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co… -
Generate Sales Forecast Metrics ErrorSummary: I want to enable redwood sales forecasting, following the procedure mentioned in attached pdf, but i keep on getting scheduled process error on "Generate Sales …
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Can we restrict Message templates visibility according to roles?Summary: We have requirement to implement message templates and show those on opportunity based on roles. Content (please ensure you mask any confidential information): …
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Oracle CX Sales Redwood - Remove a Contact from an OpportunitySummary: I am trying to add an option to the Actions menu for removing the association between a Contact and an Opportunity. This option exists for other Standard object…
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how to remove create option from Redwood landing pageSummary: We have a requirement to remove or disable Create Account button on Redwood landing page. Content (please ensure you mask any confidential information): Version…
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Ability to add BI report from custom object either using smart action or any related optionsSummary:Ability to add BI report from custom object either using smart action or any related options Content (please ensure you mask any confidential information): Hi Te…
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How can we configure the Sales Dashboard as the default landing page for users when they log in?Summary: How can we configure the Sales Dashboard in Redwood as the default landing page for users when they log in to the system? Content (please ensure you mask any co…
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Redwood: How to extend Contacts List Page in Redwood Sales using Visual Builder StudioSummary: Hi, I'm trying to edit the contacts list page in Redwood Sales(Fragment Based) using Visual Builder Studio. Unfortunately not able to add/remove the columns in …Mahendravarma Kopanathi 62 views 5 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales -
How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas…
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Can we add system date on custom date field in create Page of opportunity in redwood salesSummary: Can we add system date on custom date field in create Page of opportunity in redwood sales Content (please ensure you mask any confidential information): Versio…
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How to filter dcl fields based on end date is current date in Redwood salesSummary: How to filter dcl fields based on end date is current date in Redwood Content (please ensure you mask any confidential information): Version (include the versio…
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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action …
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Request for Feedback: Automating Repetitive Tasks with Macros for Service TeamsHi Community, I am conducting research, and your help would be greatly appreciated. If we had a feature that allows users (such as service supervisors, operations staff,…