Redwood
Discussion List
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Is there a short format video demo of the latest CX sales for outlook add in and mobile app?Summary: I'm looking for short-format video demos showcasing the latest CX sales for the Outlook add-in and for the CX sales for the mobile app. Your assistance in provi… -
Error on RoutinesSummary: In Application Composer » Routines We have routine for Sales Leads got into paused state when try to activate the routines there was an ERROR. Content (please e…
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How to filter a standard chil panel and subviews based on one field valueSummary: Hi Team , In Opportunity we have on panel Opportunity Team and subview we want to filter it based on Type but not able to filter it out. Please help me to resol… -
Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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Seeing Service Request Icon in Redwood Sales SectionHi Team, We are seeing the below icon, in CRM Module, anyone knows the purpose of this icon and how can we remove for CRM Modules Regards, Rohan
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Open CPQ Quotes in new page, from CRM RedwoodCan we open the CPQ Quote in a new page
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Changes to VBS in 25B for Redwood SalesSummary: Was VBS changed for Redwood Sales in 25B? We just received the upgrade into our Test environment and now the editing pages are different. It looks like the Prop… -
Opportunity RevenueSummary: is it possible to add another field to the revneu lines layout Can we add a new custom field to the table if possible How can add Content (please ensure you mas…
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Disable Actions-->Export from list view in RedwoodSummary: Hi, we would like to know if there is a way to disable the "Export" action available in list view in redwood. For security reasons we should not allow users to …
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Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Redwood Service Center -- We want to disable "Update Asset" Smart action from Redwood Service CenterSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Redwood Plugin Microsoft Authorization ErrorHello @all We have implemented the Outlook Redwood plugin for but we face an issue upon logging. Once the user tries to login to the plugin receives the error below: "Mi…
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please …AnchalSingh12 43 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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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 …Jidnyasa Falak 115 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship -
Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i…
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Redwood Visual Builder studio Action Chain: how to access parent and child object fieldsSummary: How to read or set data for parent and child object when using scripting in Action chains for Visual builder studio to implement Redwood. Content (please ensure…
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Default Values in Create Appointment not working in RedwoodSummary: We had created a custom groovy scripts to auto populate Account Name, and address after selecting the registry ID in create new appointment screen. We revert no…
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series
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How to Modify Assignee, Contacts section in Edit Tasks Layout in Activities object for Redwood SalesSummary: For Tasks and Appointments that we create in the Activities object in Redwood Sales, we enter the Assignees and Contacts. However, when viewing these Assignees …
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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Creating Mashup url in page container via VBS with dynamic parameterSummary: we have Eloqua profiler embedded in our contact object as sub tab in the classic UI as we adopting the redwood UI we would like to make this tab available in Co…
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Error response during RestAction in Direct report Under My TeamSummary: why below error is coming in redwood page Error response during RestAction is coming My Team>Employment INFO> direct repport Content (please ensure you mask any…Megha Agrawal-Oracle 105 views 4 comments 0 points Most recent by Iulian Brinzoi-Nuta - HCM-Oracle Human Capital Management -
Hide "Lead Summary" tab from Account Hierarchy SubviewSummary: Is there a way to remove the "Lead Summary" section from the Account Hierarchy Subview? Our client is not using the Lead object at this time, and would like to …
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Redwood - How to Make A Custom Contact DCL Dependent On A Custom Account DCL? (Doc ID 2919529.1)Summary: The solution provided in the document doesn't work in Redwood. In workspace, we can see the restriction on contact DCL, but in Redwood pages, it is blank. We ha…
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Personalized Reports Not Retained for Some Users in Oracle Fusion's Sales DashboardSummary: Hi Community, We’re encountering an issue in the Sales Dashboard of Oracle Fusion Sales Cloud. Users with certain roles are able to use the Edit option on Sales…Naveen Marujolla 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Do not close the editing screen on opportunity for redwood sales every time you click save.We need to avoid having to go back to the editing screen every time we save a change in Redwood Sales. Is there a way to prevent the screen from closing and having to go…
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Video: Creating AI Retrieval Augmented Generation Agents in CX SalesVideo: Creating AI Retrieval Augmented Generation Agents in CX Sales In 25B, an exciting new feature is available to create RAG based AI agents in the sales application.…
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What are the roles to update/manage redwood sales Objects?Hello Oracle Community, We are working with a customer who requires custom roles for the Redwood Sales Objects: Accounts, Contacts, Activities, Opportunities, and Leads.…
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How can I link 2 accounts to an opportunity?Summary: I have created a Dynamic Choice List type field in the Opportunities object that queries the accounts object for one type of accounts, but I need that Opportuni…