Redwood
Discussion List
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Is it possible to display a multi select choice list as a bunch of checkboxes in Redwood Sales?Has anyone been able to display a multi select choice list as a bunch of checkboxes? I have a list that is a bit long and rather have the user scroll through the list, I… -
How to use an Action Chain to Change Opportunity required fields based on Opportunity TypeSummary: We are looking to auto-change the opportunity creation page depending on the opportunity type we select at the time of creation. Basically we have a default cre… -
Is possible to do Mass update of record with particular date range in redwood on list page?Summary: Is possible scenario like Mass update of record with particular date range in redwood? list page? User can update record based on date range provided. Content (…
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Create Opportunity Page Reloads Multiple Times in Redwood UIHi all, We’re experiencing an issue in Oracle Fusion Sales Cloud (Redwood UI) when attempting to create a new Opportunity. Whenever we open the Create Opportunity screen…
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database From the Implementing Redwood Sales video series -
Redwood CX CPQSummary: We currently have CX/CPQ integration working great in non-Redwood. We are migrating Sales over to Redwood. The Quotes show up and work correctly in the Quote Pa…
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what settings would ensure that email notifications will have noreply@companydomainnam as the senderSummary: Hi Team, We have setup a few routines in the system that trigger an email to users whenever a lead is rejected OR when a new activity is created. The email noti… -
How to add sections in Sales Redwood page?Summary: Have a good day community. I enabled sales redwood to configure it. Create the project as Visual Application. When entering the contact details and clicking on …
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How can we remove extra filter that is available using the cx-pickerSummary: Initially, the Primary Partner (FusePartnerName) is not available in the list of fields in VBS (Redwood UI). Support engineer Florin suggested to use the Primar…
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M:M Relationship between Standalone custom object and Work Order in Fusion serviceSummary: We have a requirement for which we need to create a standalone custom object and associate it with Work Order. Is it possible in Redwood Fusion Service center ?…
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How to get custom field value for the logged in user in RedwoodSummary: We have a custom field on Resource object. We need the data of this custom field in Action chain for the Logged in user and set it to another custom field in Op…
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product image update doesn't trigger product updateSummary: We open a product attach an image and click on "Save and Close". This action doesn't updates the Product at record level and our groovy written for Product upda…
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Default value setup on Custom FCL field is not showing the default value in RedwoodSummary: We have given default value for few Custom FCL fields which is working fine in current adf pages, when the same fields are used in Redwood, the default values a…
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how to show account's address on the opportunity page or via smart actionSummary: the customer (account) have many address and we need to show these address on the opportunity page itself or via a smart action, how to achieve that? Content (p…
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How to modify navigation list in the footer in Redwood UISummary: We have a different system implemented on the CRM Cloud platform using all Custom objects. We are currently migrating to Redwood UI. Currently the footer with t…
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Partner Name field in Redwood is MandatorySummary: I observed that the Partner Name(PrimaryPartnerOrgPartyName) on Opportunity object is always required. The required check box is unchecked. How could we make it…
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F…
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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Best Practice to Refresh/List-view Data in Redwood FragmentsSummary: List View Data Update isn't rendering after executing a Smart Action ( without a page refresh ). I tried leveraging the Event Listener: accountsOnAfterSmartActi…Christian Gerald Patacsil 56 views 8 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to stop an action chain excecution in the middel based on the condtionSummary: I have field on edit layout of opportunity revenue based on the field value a notification is fired when ok is clicked the drawer is closing automatically, is t…
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Custom Extension in Visual Builder - List page rule set not loadingSummary: We have a custom object called ProjectTender. We ran the Extension Generator which created the required .zip file that we imported into Visual Builder: https://…
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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UI and workflow changes forced in 25B?Hi all, I'm trying to understand how much the workflow, views, & general navigation will change when 25B drops for OSC/CX. I paged through the "Design Thinking Workbook"…
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How Can we Create the Business Plan Panel Under Account Object of RedWoodUISummary: We know that Business Plan will be available soon but we are implementing RedWoodUI for most of the CX Sales object within the next 1-3 months. Account object i…
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How to see emails shared from Redwood Outlook plugin in SUI?Summary: Customer has the latest Redwood Outlook add-in installed, but they're using SUI. Customer shared email from Outlook to opportunity, and the e-mail is not visibl… -
REST API Calls Limit per Day/per MonthSummary: I would like to know the REST API Call limits per day for Fusion Sales. Is there a service document that I can refer to? Thank you! Content (please ensure you m…
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How to modify the List Page Columns of Custom Object Extension in Visual BuilderSummary: We have custom object in Fusion Sales and we used the Extension Generator to generate and export the .zip file to import into Visual Builder. Once imported into…
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How does Redwood UI impact custom objectsSummary: How does Redwood UI impact custom objects Content (required): We are transitioning from Workspace UI to Redwood UI. We do have a lots of Custom objects (Sales) …
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Digital Sales vs Redwood SalesSummary: We have enabled Digital Sales in Jan-24. I believe this is purely specific to Sales. As we have Redwood Sales too which gives much more visibility, for instance…
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Custom Opportunity Panel Cannot show in Redwood under Contact Foldout pageSummary: Hi There, we need to separate out the opportunity records into two panels based on sales method, and are trying to do it under contact foldout page. We are tryi…