Category 42-2
Discussion List
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How do I Report on contact activity including appointments and emailsSummary: I am trying to get 2 reports: A report that shows all of the activities a Sales Rep did on a particular day - including: Appointments and emails sent - from bot…Tim Gruidl 81 views 8 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
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Periodic refresh adaptive searchSummary: Can we run refresh of adaptive search with an account not having the Application Implementation Role. Content (please ensure you mask any confidential informati…
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What permissions or privileges are required to make a REST request for a custom objectSummary: I neet make REST Request for Custom Object in Oracle Fusion Content (please ensure you mask any confidential information): I've created a custom object called X…
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Is it possible to call the standard attachment form FNDATTCH from SALES ORDER to PURCHASE ORDER ?Oracle EBS R12 The requirement is to view the attachments in PO and JOB which are attached in SO. In view attachments in PO, only long text is visible not any other file…
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Mask data because of GDPRSummary: We need to mask data of contacts because of GDPR (standard and custom fields). We have seen the data masking, but it is for the environment refresh. How could w…
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Redwood-How to add dynamic mashup url with dynamic parameters in redwood in oracle sales cloud.Hi team, Our requirement is pass dynamic url with parameters in redwood. Dynamic URL(contact360) is consist of partynumber(from contact object) , branch(resource object)…
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how to get active quote details using REST API from fusion salesSummary: We are trying to fetch active quote details using REST API, is there any possibility?? Content (please ensure you mask any confidential information): Version (i…
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Opportunity Assessments with Multiple Question Groups Not Displaying All QuestionsSummary: We are testing an opportunity assessment with 20 questions and multiple field groups. When filling out the assessment, only 17 out of 20 of the questions are vi… -
which tables to refer to get Partner addressSummary: What is tables to get partner address?? partner +partner address Content (please ensure you mask any confidential information): Version (include the version you…
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Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Can we open the Deep Link for Qoute (CPQ) as separate window not within the frame of CX App?Summary: Currently, we are using the Deep Link for Quote based on this document "https://docs.oracle.com/en/cloud/saas/sales/oasal/configure-deep-links-for-workspace.htm…
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How can I check if the owner of an account is in the territory through groovy script?Currently, In Oracle CX Sales, I have a custom DCL field named 'Secondary Owner'. This field is linked to the Resource object. When a resource is selected in the DCL, a …
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How to parse error body in REST API call with Groovy?Summary: Good afternoon. Hope you can help me out. We have a Groovy script in our Fusion environment that sends a REST call. Once in a while we will receive an error fro…
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Not Able to Update Manager - HRManagerEmailAddress via API after 24D Update?Not Able to Update Manager in Resource Attribute HRManagerEmailAddress via REST API(crmRestApi) after Oracle Update 24D? before we can update the said Attribute: /crmRes…Christian Gerald Patacsil 21 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Create DCL on Opportunity from Custom ObjectSummary: We have a custom text field on a custom object called Premise. We would like to create a DCL on the Opportunity object where the user could select values from t…
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Configuring Field Trigger on HelpDesk CloudSummary: Field Triggers not working in Redwood, to dynamically update a dependent field on Tab out of a field in Create Service Request page. 1.Added Severity field in C…
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Change PersonName configuration to include Second Last NameThe current configuration for the standard field PersonName is a concatenation of title, first, middle, last, and suffix names. Is it possible to also include Second Las…
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How to alphabetical order the list of values at the moment to cancel sales order line?When I try to cancel sales order line I can see the list of values without order in the field "Cancellation Reason". How to alphabetical order the list of values in this…
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Redwood-How to add mashup url in field in visual builder in redwood.Summary: By referring the below video, we are able to add mashup url in subview container layout. Video: Mashups — Cloud Customer Connect Now, we want to pass mashup url…
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Redwood-Entire list is not fitting in the subView layouts in 100% zoom percentage of browser window.Summary: Hi team, We are facing difficulty to see entire list of records in subview layout objects with 100%zoom percentage of browser. Could you please help us to fit e…
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Why isn't my dynamic choice list custom field showing in my Outlook add-in?I created a custom field in Sales (Dynamics 365) with a dynamic choice list, but it's not appearing in my Outlook add-in. I've checked that the field is properly configu…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series -
Redwood:-How to change header name in the Edit page of Asset objectSummary: In the details page of Asset object ,Product name(Federal Bank Product) is coming in the Header name . So we want to change the header name from Product name to…
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Corporate currency conversion in OTBI reportSummary: We have multi currency enabled in application. In the Opportunity UI user's select the currency as required and go through the pipeline process to book/close op…
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Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…Lavu Kalyan Chakravarthi 22 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
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Get the source system of a merged contact recordSummary: Is it possible to get the source system of a merged contact record? We're aiming to use it for reporting. If feasible, which table should be used? There is colu…
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Make Read Only a Custom Attribute CX SalesA custom field is there 'Digital Priority' ( Fixed Choice LOV TYpe) Client wants to make it Read Only and also want to update weekely via bulk import using CSV File Impo…