Redwood
Discussion List
-
How to refresh data in a custom panel?Summary: Hello, We have created a custom panel for a M:M intersection object between Opportunity and Account. We are also using a custom drawer to add the accounts to th… -
Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e… -
Error when uploading documents for custom objects from redwoodSummary: Upload documents for custom objects from redwood fails with REST API 403 error Content (please ensure you mask any confidential information): We are facing an i…
-
Video - Working with Additional Names on an AccountWorking with Additional Names on an Account Enable and work with additional names such as transliteration or phonetic values for an Account in Redwood Sales. https://vid… -
Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience https:/…
-
Select Single - Quick Start Option Missing in Custom DrawerSummary: Hello, We are trying to create a custom drawer on the opportunity object and want to create a drop down using the Account SDP in it. However, the Quick Start op…
-
How to make attachment read only in Redwood CX Sales under Attachment PanelWe want to make Attachments read-only under Attachment panel in Redwood based on a custom field on the the object. We tried the solution mentioned in below document but … -
How to add Sales Order Panel in Opportunity detail page in RedwoodSummary: We have a requirement to show Sales Orders related to Opportunity in the Panel view Content (please ensure you mask any confidential information): Client wants …
-
Redwood: Customer Summary Panel WidthSummary: We have added Customer Summary Panel but we want to enable only 2 cards in it. Even then the width occupied by this panel id quite large as compared to other pa…
-
Send and Receive Customer Acceptance of the Delivery DateHi We are looking to Send a reminder to Customer about the order that needs a delivery date confirmation. e.g Before Scheduling the Work to Production, there is a manual…ViswaG 16 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Digital Customer Service
-
Redwood UI 'Group Collapsible' property is not workingSummary: The 'Group Collapsible' property in Redwood UI Rule Set is not working. Given this definition guide: Group Collapsible - Specifies whether the form group is col…
-
How to add records in a custom 1:M relationship in Redwood?Summary: Hello, For one of the requirements, we created a 1:M relationship between Opportunity and Account (One opty can have many accounts of a certain sub-type). Addin…
-
How to fetch field from adaptive search in cx-picker?Summary: As cx-picker configuration is dependent on query if it should go to adaptive or REST. We are keeping our Partner picker as we have ootb but when we are adding C…
-
Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
-
Redwood How to know the name of the Layout rendered in RedwoodSummary: We have multiple layouts on Opportunities. Is there a way we can figure out which layout is rendered at runtime. It could be via console logs as well. Content (…
-
Looking for a Best Practices Guide for Working on Visual Builder Studio with Multiple UsersSummary: Hello, Not sure if this has been asked before, but is there a list or a guide for the best practices to be followed when working on VBS when multiple people are…
-
Classic UI vs Redwood UISummary: Looking for following slides/content. Classic UI vs Redwood UI 2. Microsoft 365 vs Microsoft 365 for Redwood UX 3. For how long Oracle going to support Class UI…
-
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 …
-
Redwood - Layout issue - Create Top Level custom object record and child record in same formSummary: We have Implemented this pattern in a Top level Custom object related to opportunity but we are facing the below issue. Our Parent Custom Object record Create L… -
Account-Contact Option in OOTB Contact DCL on OpportunitySummary: When I go to any Opportunity through redwood sales. I go to the overview page. Under SmartActions I type 'Add Contact'. There comes a drawer with a Contact DCL.…
-
Will Standardized Event Handling be coming to Redwood Sales?Summary: Read about this feature for Service Center in 25C: https://docs.oracle.com/en/cloud/saas/readiness/service/25c/bsvc-25c/25C-b2b-service-wn-f36608.htm#Steps-to-E…
-
How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
-
Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
-
How to hook to the action menu in a panel for custom action chain?Summary: Hello, I'm trying to hook up a customization to the "Remove" option in this panel. This is the out of box relationships panel on the contact detail page. For ot…
-
REDWOOD: How can we copy Account Plan (Business Plan) in RedwoodSummary: One of the available actions of Business Plan object is the 'Copy'. I can't see this option in Redwood. Would this be available in the upcoming releases? We are…
-
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…
-
Documentation for the parameters and supported values for cx fragmentsSummary: Do we have a documentation for the parameters and supported values for all cx fragments along with some examples. Content (please ensure you mask any confidenti…
-
Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses… -
Redwood: Empty Header when adding new fieldSummary: Why does the Header of Account Plan (Business Plan) turned to be empty when adding field? I am trying to add StatusCode field on the custom header but when doin…
-
Difference between Call and Log a call.Summary: We have two smart actions in sales Call and Log a Call and the same is there for every object in the system but when we try to execute these actions redirect to…