Redwood
Discussion List
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…Sourabh Sen 14 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video: Calling Object Functions Over RESTCalling Object Functions Over REST This tutorial will show you how to create an object function in Application Composer both with and without input parameters and call t…
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Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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How to Hide a Specific LOV Value in Oracle Sales Cloud Redwood?Summary: Hi All, In Oracle Sales Cloud (Redwood UI), we have an Opportunity Status LOV that includes a value "WON". Requirement: The value "WON" should not be visible to…
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Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s…
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Where to modify the 'Create' and 'Edit Call Log'Summary: I Need to Modify the Create and Edit layouts of the Call a Log Activity. I am looking in the Activity, Account and Contact object but I can't see where to modif…
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How to Implement 'Select All' Feature in Multi-Select LOV in VBCSHow to implement a 'Select All' feature within a multi-select LOV (List of Values) in VBCS . Additionally, are there any standard LOV components in Oracle VBCS that alre…
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How Does Outlook Add-in Decide Which Account to ShowSummary: When using the Outlook add-in, the system selects an account linked to the contact’s email domain. However, the account shown is not the expected parent account…
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Outlook Add-In: Activities Not Visible in Real-Time, Created Later with Same TimestampSummary: We are experiencing an issue with the Outlook Add-In integration for Oracle CX. For two emails were successfully created follow up tasks to the correct account,…
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What is the best toolbar/option to display Messages in Service RequestSummary: I tried to pull out all messages in Service Request using overflow foldout and list view but I am getting the &nbpsp tag on the message content and if the conte…
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k…
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Synchronize Assets JobSummary: The current Out-of-the-Box (OOTB) behavior in Oracle CX does not reflect the "Expired" status in the CX Asset screen unless both the Asset Status is set to Inac…
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Not able to create Intersection object record from smart actionSummary: Target object record getting created using custom smart action from the Opportunity/Account object. But the Intersection object record not getting created with …
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Address Verification Integration with Code 1 in Oracle CXSummary: I have implemented an address verification integration with Code 1 from Oracle CX, which is triggered during address creation in Oracle CX via OIC. When a user …
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Rename "Resource" Label in Outlook Add-in Page LayoutSummary: Is it possible to rename the "Resource" label (under which a user is displayed in the Outlook add-in page layout) to a different name? If so, could you please a…
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How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with…
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How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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How can we add a button under accounts subview pages.The requirement is to add a button (Sync Customer Note) on the subview page of Account Notes Panel under Accounts in Redwood CX Sales. PFA the screenshots. Version (incl…
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CX extension generator for service objects in redwoodSummary: Is CX extension generator available for service objects in fusion sales (redwood)? I created the cases object (standard service object) under contacts. Even if …
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How to use sales call guide authoring featureSummary: Sales call guide authoring Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snipp…
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How to add a deep link in Oracle delivered Redwood pageSummary: How to add a deep link in Oracle delivered Redwood page Content (please ensure you mask any confidential information): Need to add Deeplink for Internal PO, In …
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Video: Add Products On Opportunity Create and Override Revenue Items TitleAdd Products On Opportunity Create and Override Revenue Items Title Using visual builder, we can toggle a flag to enable adding Products (Child Revenue lines) to the opp…
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'Shared with Oracle' tag for chain of emails?Summary: When sharing a chain of emails from the Outlook Add-In tool, will all emails in the chain be tagged with 'Shared with Oracle'? Content (please ensure you mask a…
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Redwood UI: How to Replace Toggle Button with Dropdown (Yes/No) ?Summary: We have a requirement to replace a toggle button (checkbox) field with a dropdown list containing Yes/No values on Redwood UI pages. Is there any supported way …
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Redwood UI: Change Header Text on Contact Create PageSummary: We have a requirement to change the header text on the Contact Create page in Redwood UI. Specifically, we want to rename "Create Contact" to "Create Client Rec…
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Global Smart Action for list pagesSummary: Global smart actions are row-less and can be enabled for the Sales Dashboard. We have a smart action called Create Event which is a type of Appointment and we w…
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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using…
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Video: AI Account AdvisorAI Account Advisor: Using the power of Generative AI, learn about the AI Account Advisor agent, and how to enable this in your Redwood Sales environment.
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What is causing this error in Account field in custom objectSummary: We have a custom object called Contracts_c and we migrated this object to redwood UI via CX extension generator but unfortunately most of the properties are not…