Category 42
Discussion List
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The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…Seshadri Vijayaraghavan 21 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales -
How to default a field based on other FCL fieldSummary: Hi Team, There is two Fcl fields one field is dependent on another fcl field. Whenever field is changed another field is getting populated with that value that … -
how to Import Customer Sites DFFs attrubute data in Oracle Sales Cloud?We have created 2 DFF attribute in "Manage Trading Community Organization Site Descriptive Flexfields" and we have more that 3000 sites to update these 2 DFFs attributes… -
How to add button on activities Create or Edit in redwood to call smart actionSummary: I want to call smart action on button on create or edit page as there is no overview section on Activities Content (please ensure you mask any confidential info…
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Activity Notifications / Custom From AddressHello, Our customer requires to use a generic - common email address for all out-of-the box email notifications(Task email notification/Appointment email notification) t…
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Filter OTBI Analysis on Sales Dashboard by logged in User with Action LinksSummary: I have successfully created an OTBI analysis, created a visualization in App Composer, and added it to the Sales Dashboard. However, I have a filter for the cur…
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After creating task or appointment in activities the page(drawer) is getting redirect to list pageSummary: Redwood - After creating task or appointment in activities the page(drawer) is getting redirect to list page instead we want to get edit page open as we don't h…
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series -
24D EDLC download location?Summary: We are preparing to have the Oracle CX Sales 24D upgrade applied to our non production environments shortly. With each upgrade we typically download and install…
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Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu…Priscila Terazawa - Support-Oracle 711 views 9 comments 4 points Most recent by KatieRoseAtSMC Sales -
Can you expose a custom object along with associated fields on mobile app?Summary: We have custom Object called Flags and a field called Flag Categories. I want to know if I can add that custom object to the Around Me filters for the mobile ap…
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
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Changing the Fusion Theme to a Custom OneSummary: Hi all, How can we change the fusion theme only with a transparent logo added to it without changing the current default theme or other themes, retaining the de…
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Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot… -
How to customize the template for standard appointment email notification?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to customize or configure the template for standard appointmen… -
Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…Balaji Sivaselvaraja-186077 91 views 3 comments 0 points Most recent by Trishna Agarwal-Support-Oracle Sales
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Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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Unable to fetch Sales Order details from App composer trigger on Install Based AssetSummary: Unable to fetch Sales Order details from App composer trigger on Install Based Asset Content (please ensure you mask any confidential information): We are unabl…
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CX Sales Redwood - Customizations and ExtensionsSummary: CX Service Redwood Customization/Extension deployed to PROD. Next phase is to implement CX Sales Customization. Issue with Extension Id change Content (please e…
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Account Hierarchy in for partner AccountsSummary: We have below usecase from customer: Account Hierarchy, and contacts could be part of child account or parent account (that are all part of same company). In th…
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How do we enable Enrich Account button in Redwood Sales?In Redwood Sales, is there a way to enable the Enrich account? Sales: Redwood Sales:
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How to limit mobile number field to take only 10 digits in Contact Object under Fusion Sales ??In Contact Object under Fusion Sales Cloud. How to put a limit on mobile number field to take only 10 digits only. not more not less, Exact 10. -
Contact details not showing in Lead, Opportunities, Account etc after instance refresh.After customer refreshed the instance, we are facing issue in contact details not showing in Lead, Opportunities, Account etc. Can anyone advise how to fix this issue?.
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Multiple Business Units are not showing in Business field in Opportunity PageSummary: Hi Team, We have enabled the 'Multiple BU's' option as 'Yes' in Setup and Maintenance, but we are only able to see one defaulted Business Unit on the Opportunit…
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How to remove Create Sales lead button in redwoodSummary: How to remove Create Sales lead button and +Create sales lead from the lead workspace list please suggest which functional privileges to be removed/added for th…
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Redwood- How to hide create button from Account list page?Summary: Hi @John Vakoc-Oracle We have create button on Account List page. Please guide us how to hide this create account button. Content (please ensure you mask any co…