Category 42
Discussion List
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How to bulk import salespersons?Summary: We've requirement to bulk upload salesperson Content (please ensure you mask any confidential information): We've requirement to bulk upload salesperson Version… -
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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Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
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Is there any way to sort child object data using groovy?Summary: We have requirement to sort the child object records data based on custom field using groovy script and send that data to another system. Currently system is fe… -
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 -
Do we have any documentation that details features released in 25B for CxSummary: Documentation or datasheet to list the 25B Features. Specifically when asked to move from Classic UI to Redwood UI. We are currently using CX Sales & Service. C…
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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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How to add scroll bar to a custom sub view in redwood sales?I’m currently working with Redwood Sales and am trying to implement a custom sub view. I need to ensure that when the content inside this sub view exceeds a certain heig…
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Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
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Products are not visible in the UI when using other languages.Summary: In the Opportunities menu, when a customer selects a product from the sales catalog, they can add products if the session is in English. However, if the session…
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Oracle Customer address validation in Customer master UI SAASSummary: We have subscribed to DAAS Service for customer address validation and enabled address validation button as per Doc ID 1347118.1 However it was throwing same er…
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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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migrate Groovy scrip ui from redwoodSummary: Hello, we wanted to be migrate Groovy scrip UI from in redwood page which tool will help for migrating for fusion HCM application.Ranju kumari 11 views 1 comment 0 points Most recent by Monica Boita-Oracle Human Capital Management
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How to display attachment in DOR if its stored in Talent Profile in Oracle Fusion Cloud Instance?Summary: The user's degree attachment is in the talent profile, and I want to display that degree attachment in the document of record. For example, as soon as the user …Fareeha Altaf 24 views 1 comment 0 points Most recent by DarleneM-Oracle Recruiting, Opportunity Marketplace
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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 21 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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How can I do a GET for Resource Users that are end-dated?Summary: Is it possible to do a GET on Resource Users that are already end-dated? As per my testing, when I try to do a GET for a Resource User that is already end-dated…
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which ID to use when adding a resource to the sales account teamSummary: I have created a DCL field from which a resource can be selected. Subsequently, the selected resource has to be added to the sales account team automatically. I…
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DeleteSummary: 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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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…
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How do I add the correct Edit Layout to the Action Menu for a Custom Child object in Redwood?Summary: The Edit Action for Custom Child objects doesn't display the correct page layout. How do I correct this? Per the documentation for 24D, I need to move the code …
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Can linkedin Navigator be made available in redwood account, lead and contacts page?Summary: Can linkedin Navigator be made available in redwood account, lead and contacts page? Content (please ensure you mask any confidential information): Can linkedin… -
Will the currency conversion rate get updated in lost and won opportunities?Summary: I have updated the currency rates for November month and see open opportunities updated as expected, but rates are not being updated in lost and won opportuniti… -
Display the Customer Billing Account in SalesHi All, I have few questions on the customer Is there any way to bring the Customer Billing accounts in CX Sales, so sales users can see all billing information ? Can yo…
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Redwood - Address DCL on OpportunitySummary: Create a new template for Address DCL on Opportunity in Redwood Content (please ensure you mask any confidential information): Regarding the below document, Fac…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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How to change name of automatically created "Show" smart action for a custom subview in VBCSI have created a custom subview with title as "Client Tiering" with Intelligent Advisor interview component and while accessing it through show action, It is displayed a…
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Redwood Sales and Closed Loop Reporting (from Eloqua)Hello, I wanted to ask if Redwood Sales is compatible with Closed Loop Reporting from Eloqua? The documentation and all the videos are based on the classic UI. I checked…