Redwood
Discussion List
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Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust… -
Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. From the Implementing Redwood Sales video series
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How to configure smart action triggered create screenSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not… -
Demonstrate Different Layouts/Fields based on Sales TerritorySummary: Does anyone know how to do territory-based layout in redwood? We are trying to show different panel layouts based on the logged in users territory, and show dif…
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Update the Create RElationship for COntacts layout using smart actionSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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What to done to see notes section in "Log a call" smart action?Organization: Terex Corporation Summary: What to be done to see notes section in "Log a call" smart action? I am seeing it for one user and for another user that section…
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How to rename a panel in redwood?Summary: In Redwood, How can we rename a custom panel which has M2M relationship. Content (please ensure you mask any confidential information): Version (include the ver…
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Configuring Fields in Application ComposerSummary: We are looking at the possibility to change the LOV associated with a Fixed Choice List Field that is already published with a Sandbox and are looking for ways …
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Authentication problem into CX from Microsoft 365 for Redwood UX add-inSummary: If the incorrect login details are entered for CX Sales when logging in from Outlook using the new Microsoft 365 for Redwood UX add-in, after two failed attempt…
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Add the ability to add a Contact to an Appointment on the Appointment Create screen in RedwoodSummary: Is there any way to add the ability to associate a Contact to an Appointment on the Appointment Create layout in Redwood? Content (please ensure you mask any co… -
CPQ Quote Creation from Oracle Fusion Service Request ObjectSummary: We want to create a Quote from the Service Request screen, How can we build this? can we achieve it through App composer? Content (please ensure you mask any co…
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Facing issue with newly created report.Summary: I configured the new visualization report in Application Composer and tried to enable it in the next-gen sales dashboard, but the report is not loading. Content…Vijay Kumar Kotagoda 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How to unselect the selected rows in a dynamic table in Redwood extension?Hi Team, We are doing a Fusion extension using Redwood , where we are using a dynamic table inside a dialog , where the data source is a SDP , also the multi select prop…Sreekanth M, Oracle-Oracle 22 views 2 comments 0 points Most recent by Sreekanth M, Oracle-Oracle Sales -
Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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How to give user role based condition in action chain?Organization: Terex Corporation Summary: We want to give role-based condition on OpportunityOnCreate action chain. I have tried giving this condition but it is not worki…
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Products Not Loading in Redwood Sales but Visible in Classic SalesSummary: We are experiencing an issue where products are not being loaded in Redwood Sales, though they are visible in Classic Sales. Content (please ensure you mask any…
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Fields Not getting Loaded in Creation LayoutSummary: We have created a custom object using CXX generator, and this custom object is related to Accounts. We have also created a layout for the custom object and a 'C…
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I am not able to see email communication under activity panel of AccountSummary: I am not able to see email communication under activity panel of Account Content (please ensure you mask any confidential information): I want to track email ac…
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Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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Creation Date Field Not Populating Data in Redwood UI Create PageSummary: Hello all, There is a field called Creation Date in the Classic UI create page, and we are trying to replicate it on the Redwood UI creation page as well, but s… -
NGS- How the roles based condition gets executed in redwood?Summary: We have one trigger which is written for Service manager role. That trigger throws validation error if the user role is service manager and does not let user sa…
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Is the Redwood framework available for PRM and CDM ?Summary: If both CDM and PRM are currently supported within the Oracle Redwood framework, or if only Core Sales is included? Content (please ensure you mask any confiden…
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How to add custom ChannelType LOVs for Interactions?Due to the unavailability of the Call Report feature in the Redwood theme, we're transitioning Call Reports to Interactions. As part of this process, we've disabled "Cre…
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Unable to Search Orders from "All Accounts" search in Redwood ApplicationSummary: We would like to search for orders [i.e. Lets say Order Number] that are displayed in Orders Panel from Accounts search criteria. Content (please ensure you mas…
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How to add Primary Product field on Lead/Opty Creation Page in NGSSummary: Adding Primary Product on Lead creation page is available on SUI. How can we replicate the same on redwood UI. Content (please ensure you mask any confidential …
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Activity Notes not available in RedwoodSummary: In Classic UI we have notes subtab , where we can capture multiple notes against an activity. No such option seems to be available in Redwood UI. Can you please…
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Redwood - Make Comments field on Activity editableSummary: In redwood , if user is not on Activity Teams, he gets read only access to activity. For this user can we make only one field(comments) editable ? Content (plea…
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Mashup content for Redwood Sales Account ObjectSummary: We are trying to add Show Wikipedia to Account sales object (standard) and have followed this document but "Show Wikipedia" is not showing on the search bar. Co…Noorfatima Inamdar 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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Redwood - Can CX-Picker component refer to a service endpoint which is not a CX ObjectSummary: We have requirement to store country and state as a separate field on a custom object. How can we refer the geography that we define for using " Manage Geograph…