Category 42
Discussion List
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How to check for duplicates for partners in PRM?Business wants a check for name of partners duplicate check similar to accounts duplicate check. Is it available? -
how to change object and Structure change in Partner's Login ?when partner logins the account, we want that some objects and visibility should be restricted. Can anyone suggest how to do that ?? Currently Sales Partner are seeing l… -
Can we please have API Names of Opportunity ObjectsSummary: Can we please have API Names of Opportunity Objects for below object: Content (please ensure you mask any confidential information): Can we please have API Name… -
Do we have an option to Data mask the records in Customer Data Management Outside of the PII fields?Summary: Currently, 'Oracle Data Masking for Fusion Applications Environment Management' provides masking for PII fields only. We have a requirement to Data mask based o…
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Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim…
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How can we configure the Sales Dashboard as the default landing page for users when they log in?Summary: How can we configure the Sales Dashboard in Redwood as the default landing page for users when they log in to the system? Content (please ensure you mask any co…
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About the automatic setting of Sales StageContent (please ensure you mask any confidential information): When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default. …
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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 …Mahendravarma Kopanathi 64 views 5 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales -
Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con…RamkumarKadhiravan 12 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
API authentication Key for sales objectsWe are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications. Is it possible to share the API token to acces…
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How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas…
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Will Account Party number and Address Site Number get impact if import done with same seq?Summary: Will Account Party number and Address Site Number get impact if import done with same seq, we have a data migration activity from legacy system to CDM. The Part…
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Personalized Field is not workingSummary: Hi All, kindly help on below requirement. We are not able to configure the Personalized Name in My Client group —> Sales—> Opportunities. we can see the changes…RamkumarKadhiravan 33 views 10 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Can we add system date on custom date field in create Page of opportunity in redwood salesSummary: Can we add system date on custom date field in create Page of opportunity in redwood sales Content (please ensure you mask any confidential information): Versio…
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How to filter dcl fields based on end date is current date in Redwood salesSummary: How to filter dcl fields based on end date is current date in Redwood Content (please ensure you mask any confidential information): Version (include the versio…
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Add a URL in the web application field from the tool structureSummary: how to add a URL in the web application field Content (please ensure you mask any confidential information): I want to embed Fusion Analytics in our fusion envi… -
How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…
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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action … -
Request for Feedback: Automating Repetitive Tasks with Macros for Service TeamsHi Community, I am conducting research, and your help would be greatly appreciated. If we had a feature that allows users (such as service supervisors, operations staff,… -
The “Interactios History” tab does not appear in the accounts.Summary: The “Interactios History” tab does not appear in the accounts. Content (please ensure you mask any confidential information): I added the “Interactios History” …
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Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
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How to find system notifications after dismissalHI team, We've employed custom Groovy scripts for Approvals for one of the Clients in Object Triggers in CX. This script sends a bell icon notification to the recipient'…
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API authentication Key generation processHello Team We are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications.Is it possible to share the API toke…
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Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
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How to create CDM read only User role ?Summary: Hi, I tried to create CDM read-only role. I added all the privileges related to the inquiry/search/View privileges to that role. Still, I can't able to view Org…
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How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
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How to populate the opportunity sales method name on create page of appointment in Redwood salesSummary: How to populate the opportunity sales method name on create page of appointment in Redwood sales as text formula field is working in edit page only Content (ple…
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Groovy script to invoke a custom Function by means a Soap Web ServiceSummary: Define a Groovy script to invoke a custom Function defined on a Child Object (of AssetVO) via Soap Web Service. Content (please ensure you mask any confidential…
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How to search records by entering Record Id on list page in Redwood?Summary: We have one custom object, and we want to search record by using Record ID on list page. I looked in adaptive search and Record ID is not available to enable. C…
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Efficiently Loading 30 Million Records into a Custom Object in Oracle Sales CloudHello, I'm working on a project to import approximately 30 million records from CSV files into a custom object in Oracle Sales Cloud. The CSV files contain sales data. I…