Category 42
Discussion List
-
CX - How to create assessment for custom object?Assessments or Qualifications subtab needs to be configured in custom object. -
CX - How dashboards can be made visible in Opportunity details page?Summary: Couldn’t create and view dashboards within the module, we have to create it separately and upload as a file. Content (please ensure you mask any confidential in…Nalsoft Pvt Ltd 11 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
Need end to end flow for sales <> HCM <> FinanceSummary: We need end to end flow from Oracle HCM to Oracle Sales and Service and back to Oracle Finance flow. Kindly share details. Content (please ensure you mask any c…
-
Removing 'Ext.' in Redwood UI Contacts Edit LayoutSummary: On the Redwood UI Contacts Details page, work phone has a field called 'Ext.', which we don't require. How can it be removed? Can anyone help, please? Content (…
-
What does the SFA import manager do when there is an SFA crash during the execution of the process?Summary: What does the SFA import manager do when there is an SFA crash during the execution of the process? Content (please ensure you mask any confidential information…
-
Redwood - Navigate to Detail page from Landing PageSummary: Current Behavior - For a custom object , If we click on Hyperlink on Landing Page (List Page), it takes user to Detail Page (Foldout Panel). Expecetd Behaviour …
-
Can we assign owner on Lead Using Rule Based assignments ?Summary: Is there any functionality available via which we can assign owner on Lead based on some rule (Like based on lead origin or account associated)? Is there any wa…
-
How does App Composer decide where to host a particular custom object.?Summary: How does App Composer decide where to host a particular custom object.? We have create few custom objects and see that the objects are hosted in different FUSIO…
-
Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, … -
Decommission of OSNHi, As Oracle Social Network (OSN) is getting decommissioned by end of September 2024 please advise on the alternate. For the custom object the customer is using OSN las… -
NGS - How to download table data?Summary: We are extending oracle sales application using oracle visual builder. We have added one button to fetch last n transactions - when we click on fetch transactio…Pratibha AdhavLTIMindtree 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
Digital Sales OptionsSummary: Hi all, My navigator and springboard display various sales offerings, such as the SUI Sales tab that is currently in use, digital sales, and Redwood Sales. Sinc…
-
Order stuck in Reservation taskSummary: We routinely have sales order lines that get stuck in Order Orchestration paused/locked . They hit our Reservation task and they get caught there with a "Change…Pete.Sterchak 55 views 3 comments 0 points Most recent by Gururaman Subramanian-Oracle Order Management
-
Primary Contact Functionality on Custom ObjectSummary: OOTB CX has Primary Contact Functionality on Account. We have created a Custom Object and it has M:M relationship with Contact object. How can we configure the …
-
How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
-
Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat…Oana Grigorie - Support-Oracle 790 views 7 comments 10 points Most recent by Oana Grigorie - Support-Oracle Sales -
Dynamic URL behaves differently if opened from Navigator vs. SpringboardSummary: Hi All, I created dynamic URL based on the following document, then added the app with Structure. Here is my example, I created the app with Manage Integration …
-
Redwood - Multiple Opportunity detail layoutsSummary: Condition on an opportunity detail layout doesn't work Content (please ensure you mask any confidential information): created a custom detail layout, exposed al…
-
Does Trigger works when i import the data through Import managementWe have a custom logic written for Customer Status field at organization level which will set the child level attribute value according to the customer status value usin…
-
How can we migrate Triggers/Workflows configured in Sandbox from lower environment to higher ?Summary: How can we migrate triggers/workflows/any custom objects in sandbox from lower environment to higher environment. If it is possible please let me know the steps…
-
Does Trigger works when i import the data through Import managementSummary: We have a custom logic written for Customer Status field at organization level which will set the child level attribute value according to the customer status v…
-
Redwood: How to extend Contacts List Page in Redwood Sales using Visual Builder StudioSummary: Hi, I'm trying to edit the contacts list page in Redwood Sales(Fragment Based) using Visual Builder Studio. Unfortunately not able to add/remove the columns in …
-
How to filter a DCL by a FCL valueSummary: Use Case: Select a value from the FCL and filter options on DCL FCL Name: Club DCL: Account picker Select a Club (Aspen) and filter the Account list to show onl…
-
How to master location in oracle cx sales?We need to understand how Oracle handles location master data. Foe example, in Informatica, we can create an address and add a relationship to a new party with a mastere…
-
Unable to generate Billing Schedule for SubscriptionSummary: While activating a subscription using the "Generate Billing Schedule" Action getting the error "Solution line 1 doesn't have a billing schedule. You must genera… -
Redwood - Delete a repository from the projectSummary: We accidentally created a repository in a development project in VBS. How can we delete it ? Content (please ensure you mask any confidential information): Vers…
-
opportunities assessmentSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Parthasarthy Pichandi 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
Render OTBI dashboard using external APISummary: Hi , Would it be possible to build OTBI dashboard fetching data from external (Third-party) APIs ? I have evaluated the possibility of data sources in Data mode…Lakshmi_Sasidharan 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
Unable to edit account even after providing access from Access GroupsSummary: Created a new custom role and provided Read/update access to all accounts using Access groups, we are able to see all the accounts with the new role but unable …NikhilSamudrala-Oracle 24 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales