Category 42-2
Discussion List
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Redwood Fragments(CX-Sales) - Add and configure Fields to Single Field Update Search ListIs there a way to add OOTB/Custom Fields to the Contact Object: Single Update Field Search List We cannot perform the following actions for OOTB/Standard contact fields … -
OTBI Agent does not send out an emailSummary: We have a daily agent which sends an email with an excel file attachment. The agent run successfully daily until a week ago, when running the agent we can see t…
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Contact and Account Merge in Fusion SalesSummary: Is contact/account merge only available if you hace Customer Data Management? Content (please ensure you mask any confidential information): We are trying to me…
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Request Account Assignment process not assigning territories to partnerSummary: We have created a child territory of "Partner" type under Parent Territory of "Prime" type. We also added some partner accounts as inclusions and then we ran th…
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Video: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series -
CX Sales Mobile - How to accessing custom fields via query('resources') and making REST requestsI’m developing a script in Oracle Sales Cloud Mobile and have two questions related to data retrieval: Custom Fields via query('resources'): I’m using the command const …
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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
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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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Get Opportunity Attachments / Get a FileContentshello! We need to get all attachments from opportunity entity from Oracle Sales Cloud. We used the api in order to get the attachments info from an opportunity, this wor…
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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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Update checkbox fields based on updation of other field on Contact ObjectSummary: I have one requirement on CX Sales CRM - on Contact Object :- There are three Checkbox type Fields Catalog1_c, Catalog2_c, Catalog3_c now on same page there is …
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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 108 views 8 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Why does autocomplete search results show deleted accounts ?Summary: A user types first few letters of an account name, the autocomplete search offers deleted account in results pop up. Why, how can we cancel this ? Content (plea…
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Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
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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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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…Anusha Muthiah 57 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
Make the territory owner the account ownerSummary: As sales team members have changed, we now have accounts that have multiple team members but they are not supposed to be team members anymore. We implemented te…
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CX Sales Mobile: Is it possible to show a custom message after a record has been saved?In CX Sales Mobile, I would like to show a custom confirmation message AFTER a record has been successfully created. I was not able to do that using the AfterSave hook a…
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Role or privileges required to access SOAP - /crmService/FoundationPartiesLocationServiceSummary: I'm unable to run SOAP service - /crmService/FoundationPartiesLocationService to find location for service account user. Any specific roles or privileges requir…
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OTBI Analytics >CX sales FusionSummary: In OTBI Analytics > Administation > Manage Priviliges If there is a Change in Sections like Catalog, Access , in the Manage Priviliges set to certain roles whic…Prabha.R Oracle-Oracle 11 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales -
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 do we set sales target at Customer LevelSummary: We have a customer requirement in which sales Targets are not only set at Salesperson level but they also have the requirement to set targets at "Customer Level…
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SQL to report territories dataSummary: I am looking for a SQL that will join the Oracle Fusion CX Sales territories table, to rules and coverage, (or a flattened view) so we can report the territorie… -
SR Due date calculation is delayedSummary: We have a requirement from client, where on the click of the button on the Service Request, the due date of service request needs to be copied from the SR to al…
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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…
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About record set of the search list for a OpportunityDoes “I am on thr team” in the record set of the search list for a Opportunity mean that I am on the team Opportunity?