Category 42-2
Discussion List
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How to restrict access to parent accounts while using sales territoriesSummary: Currently using Sales Territories with combination of Sales accounts hierarchies to give access to users based on territory membership The sales accounts are co… -
How to find all the relationship between contact and contact/account?Summary: Hi, How To get a report about the Contact/Account Relationships details with other contact/Accounts? can we get any SQL or subject area that can be used to fetc…
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How to set additional filters for sales forecast based on opportunity rollupSummary: How to set additional filters for sales forecast based on opportunity rollup Content (please ensure you mask any confidential information): Hi Team, We are tryi…
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Video: Extending the SubviewExtending the Subview: Adding and changing the fields that display in a subview table, along with an overview of subviews From the Implementing Redwood Sales video series -
Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does… -
Show in Smart Action Confirmation Message in Redwood data from Rest Service responseSummary: For a UI Smart action calling a rest service we need to show the user data from the service response Content (please ensure you mask any confidential informatio…
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What are the criteria for custom roles to be displayed in Object Rules in Sales Access ManagementHello, We are trying to use custom Roles for Object Rules in the Module Sales and Service Access Management. We can see the custom Roles in the tab Manage Data Policies:…
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How to extract resource/user LDAP data?Summary: is there a way we can extract resource/user information from LDAP? as shown in the list below we encounter an issue similar to below question as a solution we n…
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How to hide sales territories for a specific roleSummary: I wanted to hide sales territories and show them only to their respective owner (I'm using a custom role of Partner Admin) I tried using the Sales/Service acces…
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How to make an Action Link dynamic to consume it from Oracle web as well as MS Teams ChannelSummary: We have a requirement to consume action links from Web and MS Teams. We are consuming the action links from Dev and Prod and hence we have added dev and prod re…Sam_1404 3 views 1 comment 0 points Most recent by Simona Stoian-Support-Oracle Human Capital Management
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How to display custom button only for specific subtabSummary: We need to create a custom button, that will be used only for specific subtab (child object) of the parent custom object. Is there a way that we can achieve thi…
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Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
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Is it possible to set the size of CPQ pop-up adjusted dynamically according to screen resolution?Is it possible to set the size of CPQ pop-up to be adjust dynamically according to screen resolution? CPQ pop-up is too small when using an external monitor.
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Oracle CX Account Address Approval ProcessWe are implementing PRM for our customer and once we do that , our system will be exposed to many more users. We do not want them to add junk address against customers. …
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How to get user who last updated an OTBI analysis?Summary: Hi, Some custom analysis are shared in a shared folder so that other users has access to it. Some users can only view the analysis, but some others may have per… -
The sales forecast based on opportunity rollup is not reflecting correctlyHi Team, When we adjusted the sales forecast committed value ,it is not reflecting on opportunity rollup . Also we are unable to understand why graph is displaying indiv…
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How to transfer contacts from one user to another user using mass transfer?I am trying to transfer the contacts of one user to another using Mass transfer but couldn't find the contact object in mass transfer. How to transfer the contacts using…
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Updating the Party Name in resource fileSummary: Hello, We have a situation where several users were initially set up with extra spaces between their first and last name. It looks like the issue has been corre…
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s…
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
How to add Revenue Table or Product section with Browse Catalog button in Lead creation page?Summary: We are planning to add the revenue table or the product section in lead creation page in order for our user to select product during lead creation. Is this poss…
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How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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Links to dashboards placed in the Sales InfoletsSummary: We have a link to the dashboard in the Sales Infolets, and when the link is pressed, the dashboard is displayed within the home page. Is it possible to open it … -
Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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Has the ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION profile option been deprecated?Summary: Why are we no longer able to find the Setup and Maintenance "Sales" profile option ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION , after the 25A quarterly up… -
How to Update FND Lookups via SOAP/REST API in Oracle Fusion Cloud FinancialsSummary: How to Update FND Lookups via SOAP/REST API in Oracle Fusion Cloud Financials Content (required): Is there any webservice where we can update/disable FND LOOKUP…
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Is it technically feasible to get product line in the search criteria for the Service Request?As per Business Requirement we have a question related to Service Logistics/ Service Request Module Q. Is it technically feasible to get product line in the search crite…
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How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
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Can I setup different Sales order number sequence for different organization ?Can I setup different Sales order number sequence for different organization ? Can I assign another new sequence apart from ORA_FOM_DOC_SEQUENCE_AUTO to sales order ? Th…
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Is it possible to get details on the records that are processed during the O365 Synchronization?Would like to see the details for records that are touched when the "Microsoft 365 Instant Sync Job" & "Microsoft 365 Standard Sync Job" sync jobs complete. This will ai…