Category 42
Discussion List
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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… -
Video: Adding a Notes Panel to Standard Sales ObjectsAdding a Notes Panel to Standard Sales Objects: By default, viewing notes on a standard object in the Redwood sales experience is done via the Show Notes action in a sub…
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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… -
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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can we have different VBS repository per group of custom objects?Summary: we have 2 teams Team 1 works in CX sales and custom object intended for CX Team 2 works on Custom Object intended for Hotel though its under CX sales module but…
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How to remove some section in Appointment Edit pageSummary: We notice that there are some section in Appointment Edit page, but some of them are not necessary., how we can remove that, also is there away we can add in th…
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Rest API for Receivable Activity.Summary: Is there any REST API available to fetch Receivable Transaction type details (Table : receivables_trx_all) with name as query parameter? Content (please ensure …Saloni Kumari 15 views 3 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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How to search implicit term/word in support.oracle.com?Summary: Hi, since the support site was updated to the new Redwood theme, it became awfully terrible to search on knowledge base. I want to search an error when trying t… -
Issue with Service Request Import – Failures Due to Special CharactersSummary: We are experiencing issues during the import of SRs, specifically related to the Problem Description field in the input file. The file includes records that con…
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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 …
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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 …
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Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
Outlook - The API version has been deprecatedSummary: We have enabled Office 365 integration on Jan 24. Today, users are facing this issue. Navigation: Open Outlook > Open an email > Click on the Sales Add-in > bel…
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How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment…
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Video: Enable/Disable Feed Filters in the Ask Oracle Action BarEnable/Disable Feed Filters in teh Ask Oracle Action Bar: On the Sales objects: Account, Contact, Lead and Opportunity (those object which can use the Activity Feed), op…
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Sending HTML Content as Attachment to Sales Cloud via OICHello, I’m developing an integration that receives an HTML response from a REST API. This HTML content needs to be sent to Oracle Sales Cloud as an attachment to an acco…
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Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
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Why does this code not updating the Contract (Recordname) FieldSummary: I am trying to update a field called Conract (RecordName) via the onFieldValueChangeCallbackChain. The RecordName sets a new value as per console logs but it is…
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Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
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Not able to set revenue line revenue currency from opty header using groovySummary: Need to convert the Opportunity Revenue lines currency values based on the Currency change on the Opportunity header. Content (please ensure you mask any confid…
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How to retrieve Web Activity records exported from Eloqua?Summary: How to retrieve Web Activity records published from Eloqua in CX Sales? Content (please ensure you mask any confidential information): We've implemented Marketi…
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Workspace issue where child accounts are not reflected but is already in hierarchy of ParentSummary: When trying to extract accounts on workspace which is under a certain account manager, the total number of accounts is 133 but when filtering on workspace it on…
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Can we create custom DCL for Country?Summary: Can we create dynamic choice list for Country? Content (please ensure you mask any confidential information): We want to create a dynamic choice list field for …
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how to hide create service request button from service homeSummary: Hi @Edson Junior, Oracle how to hide create service request button from service home? Content (please ensure you mask any confidential information): Version (in…
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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Contacts Synched in Outlook Cannot be DeletedSummary: Contacts (tagged as Shared with Oracle) keeps re-appearing in User's Outlook (My Contacts) even after the contacts are deleted in Oracle backend via Graph API. …
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why can I not find HQBranchIndicator in configure adaptive searchSummary: Currently, in our CX Sales Redwood environment, i'm looking to add HQBranchIndicator as a Column on the 'my accounts' saved search. As such, i'm enabling this f…