Category 42
Discussion List
-
Can we auto create Customer Account in AR when we convert Prospect to Customer in CX SalesHi, We have a requirement to create customer account and account site details in AR automatically when a Prospect is converted into a Customer in CX Sales. Is this possi… -
How to make Notes UI editable in Sales Mobile Application?'Add Notes' Layout is not editable or configurable in Sales Mobile Application.
-
How can I identify the user who removed an organization from a resource?Summary: IIn our Oracle Sales Cloud implementation, we utilize organizations and business units to enable users to create service requests for customers. However, we enc… -
Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
-
Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations …
-
Adding a currency code instead of currency symbol in fields.Summary: We have many fields in the system where the Currency symbol shows before the amount for e.g. Amount field in Opportunity shows $ 1000. We want to replace the $ …
-
Queries around Outlook Integration with CX SalesHello Experts, @Padmaja Varanasi-Oracle, @Nancy Hung, @Umamaheswarareddy Ambati-Support-Oracle, @Prabha.R Oracle-Oracle, @Dimple-Nagesh-Support-Oracle, @Mullamuri Mallik…
-
[Redwood] How to update the cx-picker to filter results with 2 characters entered on the fieldSummary: I have a DCL field where I used a cx-picker. But it is not filtering the results when typing in values with 1 or 2 characters. Upon testing with OOTB fields usi…
-
How to show Installed Base Assets in the Account page with RedwoodSummary: We have followed the steps in the following documentation to display the IB Assets associated with the account in the classic UI and they are displayed correctl…
-
View Opportunity Drawer not going on saveSummary: I added the business plans subview to Accounts. When I add a goal to business plan then I add a strategy. Now when I click on Actions of Strategy. I get View Op…
-
How to remove old team members from Leads which were added as per territory assignment in the pastSummary: How to get the old team members removed from the existing Open Leads which would have got added as per territory assignment in the past. Content (please ensure …
-
Why one of the DCL field is not working in RedwoodSummary: One of the DCL on our custom object being migrated to Redwood is not working. We migrated the object via CX extension Generator. Other DCL is working fine like …
-
Install base Asset sub view in AccountSummary: Not able to manage/customize(asset's sorting) the Install base Asset sub tab in Account Content (please ensure you mask any confidential information): We have e…
-
Standard CX Actions in Action chainsSummary: When looking at documentation and playbooks, we sometimes see that there are actions within action chains under a "CX Service" section. They include some standa…
-
Field trigger is not working in Redwood UISummary: we have a lot of field trigger functions used in our system and unfortunately it is not working properly in redwood. example we have field 1 and field 2, when u…
-
How to pass dynamic input parameters to VBCS Redwood Quick Action DOR LinkSummary: How to pass dynamic input parameters to VBCS Redwood Quick Action DOR Link Content (please ensure you mask any confidential information): We have requirement to…Vinay_Raulwar -Oracle 13 views 1 comment 0 points Most recent by Claudiu Postolache-Support-Oracle Human Capital Management
-
How can we remove the other section of edit layout of Service RequestSummary: We are currently migrating the Classic UI of Service Request to Redwood UI and we are seeing these extra section which are not needed by the business. How can w…
-
Object function not invoked from object workflow when condition is satisfiedSummary: We are trying to insert record in custom object via object workflow where we used Object Function.When we added runtime messages in workflow condition,we can se…
-
On Email Template, referencing a field from a different ObjectOn an email template for a custom object in CX SALES. I wanted to know if it were possible, on the email body, to reference a field from the account object that does not…
-
How to add a field in the Void Payment actions menu in the Manage Payments page?Summary: We are trying to add a custom field where we can add a Void reason field when the Void Payment action is initiated. What is the best way to add this field? Cont…Darita Dayaganon 72 views 2 comments 0 points Most recent by Alexis Zecher Payables, Payments & Cash Management
-
How to Change the Name of a new Outlook Add-inSummary: While deploying the manifest for a new Outlook Add-in in Microsoft Azure, we initially used a different name for the ribbon. We've since updated the name both i…Yelyzaveta 2 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
-
Decommission of SaaS and PaaS ApplicationsSummary: Are there any steps or process required when decommission of SaaS and PaaS Applications -
How to update a resource record field for a partner user through file import?Summary: How to update a resource record field for a partner user through file import? we have a use case to update a custom field on Resource record. We were able to up… -
can we use a different address format for HCM -ERP for same country?Summary: In an HCM implementation project where ERP will be implemented later, is it possible to set different address formats? ERP has specific requirement which differ…Analia Kurlanz -Oracle 1 view 1 comment 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
How to customize colours in Sales DashboardSummary: You can add contents in the Sales Dashboard by Express Reports or OTBI Anlysis. In both cases I can't find a way to customize the colours of the graphs. Is ther…
-
Unable to collapse page sections on Edit Page layoutsSummary: Unable to collapse page sections on Edit Page layouts: On Opportunity Edit page we have more than 30 fields and have been grouped but we are unable to format th… -
Audit Trail Panel in the Redwood for Audit History CapturingSummary: The Current Client has an Expectation to view the Panel in the Account, Contact, Lead and Opportunity 360*/ Summary Page with the Panels to have a separate Pane…Rakesh Balakrishnan 57 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Redwood: Cannot find Rest Resource to fetch Business Unit Id in Visual Builder StudioSummary: Cannot find Rest Resource to fetch Business Unit Id of a user in Visual Builder Studio. I tried using oracle_cx_serviceUI:resourceUsers/getall_resourceUsers' wi…
-
unable to view knowledge article in redwoodSummary: When user tries to click on Authoring icon in Redwood UI then they are shown a error popup that says "Error response during RestAction" Content (please ensure y…