Setup and Configuration
Discussion List
-
How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA… -
Restrict Employee to see manager ratings until specific date.Summary: Hi Experts, we have a requirement to restrict employees from seeing their manager reviews until a specific time. for example: right now when the manager provide…
-
Guided journeys content limitSummary: Guided journeys content limit Content (required): Is there a limit to the document size when using the type pdf in guided journey tasks ? for e.g., for attachin…
-
Need to highlight the hyperlinks in the "Internal Layout Component" according to the login languageSummary: Need to highlight the hyperlink (among the four hyperlinks added for four different language respectively) in the "Internal Layout Component" according to the l…
-
Share option not visible for goals - Line managerSummary: Hello, When the line manager clicks on the action button of a goal, the 'Share' option is not displayed. Please advice. Thanks Content (required): Version (incl…Tanusha_Ragooah 41 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management
-
Customer wants to create Sales Order from oracle B2B sales cloud Account.Summary: The customer want to create an order from oracle B2B Sales Cloud Account. They want to create order from Account details page like we are creating an opportunit…
-
Is it possible to add custom fields in Goal Library pageSummary: Content (required): Hello experts, is it possible to create custom fields in Goal Library page? We noticed that when working on Add Goal page (loading goals to … -
Whether there is any standard notifications or Alerts for checkin document based on due dateSummary: Whether there is any standard Notifications or Alerts based on due dates for check-in document as we have for Performance document Content (required): Version (…Sakthi priyanka B-Oracle 11 views 1 comment 0 points Most recent by KiranJ-Oracle Performance Management
-
Approval setup for individual Key Goal FieldsSummary: The idea is to have separate approval whenever the employee updates his Description/Long Description goal field. Approval for the update Description field, auto…Dominique F Arcega 1 view 2 comments 0 points Most recent by Dominique F Arcega Performance Management
-
Not able to view the Request Feedback under the Action of the TouchpointSummary: On selecting the Touchpoints under Me nor My Team,I am not able to see the Request Feedback. The below roles are added for the Employee and the Line manager Acc…
-
How to update the default Relationship Role Default ValueSummary: is there a way we can change the default Relation role of an account (Organization) when adding new relationship value? in the contact object, there is a relati…
-
Issues with edit button in overall summary in performance documentSummary: Employees can only edit overall summary and not manager . So , in the performance template , we have configured overall summary section for Managers to "Not All…
-
Performance Document ApprovalSummary Performance Document ApprovalContent Hi, We have turned on approval for the performance document and wanted to see what are the different ways to reassign a perf… -
Update Goals Action is Greyed out for ManagerSummary: Hello, We're not using the synchronize option for goal management. We want the line manager to manually update the goals. The line manager has already approves …
-
Can we change lookup for a FCL fieldWe have a requirement to change the lookup values of a field, but as the lookup is common for 3 more fields, we are checking for an option to change the lookup, Do we ha… -
All product are seen in Dynamic LOV Field which are not added in Catalog too.Summary: All product are seen in Dynamic LOV Field which are not added in Catalog too. How to create a LOV Dynamic Field in Custom object of Product as to only view prod…
-
How to edit 'Who can see my feedback' LoVSummary How to edit 'Who can see my feedback' LoVContent Hi, I followed as Manager user, the following path: My Team -> I selected the name of one of my reports ->I clic… -
Unable to remove the rating description in manager rating fieldHi Team, I have created a competency called "promotion" wherein I have used the manager rating section for the yes/no dropdown in the performance document. Now, I am try… -
Employee does not see 'Print' when clicking on Actions button of a goalSummary: Hello, We are using the seeded employee goal. However, when the employee clicks on actions button, the print option is not displaying. Can someone advice on how…
-
Employee unable to click on a goal to edit - Facing errorSummary: Hello, We're currently implementing goal mgt for a client. The employee has added a goal but when he clicks on it to edit, the goal is not opening. Instead, an …
-
Can the comment section be reopened for a manager after completing the manager evaluation stepSummary: In test environment, currently we have published a year-end performance document where in the flow stands like Employee Self Evaluation - > Manager Evaluation o…
-
Feedback Tab Not AppearingSummary: Hello, On the Demo Environment, when a manager clicks on the on his employee's name, a page opens. Then on the left panel, there are several options. We want th…
-
Performance Rating HDL Erroring due to 'ParticipantRoleTypeCode'Summary: We are attempting to bulk load ratings into performance document but the load fails on 'ParticipantRoleTypeCode'. I am currently using 'Manager' in this field a… -
Need inputs to update review periods dates after the commencement of goal and performance processesSummary: We have currently issued Probation goal plans and performance document for the review period 1/1/23 to 31/1/24 .We would like to know if the same goal plan, per…Sakthi priyanka B-Oracle 21 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management
-
Contact search using email address in CX Sales for Microsoft 365Content (required): Hi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only abl…
-
Getting error when deleting a performance document.Summary: Hello, As you can see the performance document is already cancelled. When proceeding to delete, we're facing the following error. Please advice. Many Thanks Con…Tanusha_Ragooah 101 views 3 comments 0 points Most recent by Maria Croitoru-Oracle Performance Management