Category 42-2
Discussion List
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k… -
How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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How to add Attachment to my Service RequestI created my Service Request with SOAP Webservice and i need to upload/add attachments after as well. Do you know an example of Attachment payload to add an attachment t…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment … -
As sales representative not able to edit notes under activity panelSummary: 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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Fusion REST API filtering based on child resources: journal batches, journal headers, journal lines?Summary: Querying the Fusion Financials journalBatches REST API with the filter, q=journalHeaders.journalLines.AccountCombination='ABC-123-DEF-456' returns all batches. …
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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…
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Enable attachment categories for Accounts (HZ_PARTIES)Summary Hello, I need to enable categories for attachments in Accounts. I created the category for the module Trading Community Model and linked it to the entity HZ_PART…
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Oracle CX Sales Cloud Industry Classification code is included in CSM migration?Summary: We have created a new CUSTOMER_CATEGORY (Setup and Maintenance > Manage Classification Categories) with new Classification Codes in our lower environment for In…
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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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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using… -
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…
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BICC Reset to Full Extract FunctionalitySummary: If we perform a Reset to Full Extract, does this mean our incremental data replication job will perform a full data load by default when we reset to a full extr…Carlo Orolfo 31 views 5 comments 0 points Most recent by Ankita Biswas-Oracle Reporting & Analytics for Sales
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How do we enable work flow for Lookups?We are looking for configs for enabling workflow to receive approve/reject mails for any changes to the standard, common or set enabled lookups using the custom objects …ProPrateek 11 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Sales performance metrics availability ootb in CX SalesHi Team, Creating this on behalf of the customer to re-verify We have a requirement from the customer to implement the following solutions: SCOT: A custom object under A…
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The email is not visible in the UI, but it is still triggering the validation scriptSummary: We have a validation script that queries active contacts where Status = 'A' and Internal Flag = 'N'. This validation is triggered in both scenarios — when a use…
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Retain Adaptive Search Filters with Query-Based Product Filtering in LeadsHi @John Vakoc-Oracle and Team, We are currently using Adaptive Search filters in the Product field on the Leads page to allow users to filter products by Product Catego…
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Opportunity - remove mandatory product revenue when closed/lostHi, The revenue in opportunity in our CRM system was set as mandatory for all sales stages. We want to update the constraint so its not mandatory when sales stage is clo…
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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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Reflect the custom field in contract BPMSummary: We would like to use the custom fields to drive the contract approval process Content (please ensure you mask any confidential information): We define quite a n…Yeung Shing Keith 31 views 8 comments 0 points Most recent by Yeung Shing Keith Enterprise Contracts
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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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Table for AR Transaction Adjustment type and Adjustment Reason Code.Summary: Need to fetch below mentioned lookup values. Field Mapping Adjustment Type Setup and Maintenance-> Offerings : Financials -> Manage Receivables Lookups : ADJUST…Saloni Kumari 11 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Receivables & Collections
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25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. We want to create a dashboard like this, but we are unsure where to start. After enabling hero template…JainS 21 views 3 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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Reporting capabilitieHi Team, Posting this on behalf of Customer. We have a business requirement to generate a monthly SET Score Card for each Sales Representative, capturing performance met…
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User Text Interface does not differentiate label from different objectsSummary: Hi, I need to change a label for a standard field "Primary Contact", only for Opportunity object, in PT-BR, so I though I could use UIT to do that. The problem … -
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 …