Setup and Configuration
Discussion List
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How to enable document search in Search Contracts by Text featureSummary: Search Contracts by Text feature has been enabled. But the document/attachment search is not working. How to enable it? Content (please ensure you mask any conf… -
How to restore a set of backup of sandbox?Summary: Hi, I created a backup of sandbox configuration in jar file format. I successfully downloaded and save the sandbox configuration as a .jar file for future use, …
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Documentation for Enabling Sales AI FeatureSummary: We are working to enable the available Sales AI features and capabilities, but we are having trouble finding documentation for some of them: Pricing and discoun… -
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple… -
Restrict the user access based on the solution assigned on the opportunity revenue lineSummary: Requirement: Field-Based Edit Restriction on Opportunity Revenue Lines We have created a custom field named "Solution" at the Opportunity Revenue Line level in …
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Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout From the Implement…
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roles and privileges required to get requisition one time locationSummary: Hi All, I'm facing issue while getting requisition One Time Address on RSSP screen. I'm using below REST API to create one time location with ABC user /fscmRest…
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Sales Account - Shared Site - How and Where?Hi Oracle Documentation says that multiple customer accounts (within a party) can share the same customer account site. I do not see any options while creating customer …
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Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow?Summary: Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow? Content (please ensure you mask any confidential information): …Scott Foos - Sr Manager HR Technology at ADT LLC 21 views 2 comments 0 points Most recent by Scott Foos - Sr Manager HR Technology at ADT LLC Human Capital Management -
DSP's not getting migrated from one instance to another because of the custom objects enabledSummary: DSP's are not getting migrated while migrating custom roles along with the dsp from one instance to another because of the custom objects enabled in the source …
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment… -
CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 22 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
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Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
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Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl…
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Is there a way to configure the final approver of a Contract to have signing authority dynamicallySummary: Our requirement is to have the final approver of any Approval Workflow to be assigned as Signing Authority automatically, as depending on the various parameters…Shreya.ac.Singh 1 view 1 comment 0 points Most recent by Arturo Macias-Support-Oracle Enterprise Contracts
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Sales Manager Custom Group is not available in Access GroupsWe have a custom job role, and is assigned to 2 users. We are trying to copy the object rules to from the standard Sales Manager Group to the Sales Manager Custom Group.… -
Is it possible to configure multiple attachment sections with user-based visibility in Sales?Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal support workflo…
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Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …Tim Gruidl 11 views 5 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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Associate Contact when Adding RelationshipIn CX Sales, open any Account → Add a Relationship (select existing Contact and give it a relationship type) → The added contact shows up in the 'Relationships' area, bu…
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How to make a fields non-updatable in CX Sales Mobile AppHi, I want to make some fields non-updatable in CX Sales Mobile App when a user opens it. There is no change happening that we can write in the script to make it non =-u…
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How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that …
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Account Change HistoryHi team, It is requested that we need to add one field to object Account (organization) change history. We have created a new field called Sales Strategy, and this field…
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Incentive Compensation Credit Rule Assignment Audit Trail / Validation CheckHello, Oracle Experts. We're looking for ways to validate our crediting rules and optimize their performance. Do we have any existing reports or SQL data that show how t…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Incentive Compensation
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VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to…
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Add translation for Products in Fusion SalesWe have multiple languages enabled in our environment and have been able to add translations for custom content with any issues with the exception of Product Data. Is th…
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Include the Description field in the selector for a Multi Select Fixed Choice ListSummary: Is it possible to display both the value and description for a Multi Select Fixed Choice List through VB? I've tried using a Custom Object/Dynamic choice list t…