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Succession Plan autocomplete rule is not working from the Talent Reveiw Dashboard

Summary: We have to create succession plans from the talent review meeting also, since the same rule works from the succession plan page, we expect the same behavior here.

We have created an autocomplete rule to default the plan name.

The logic ensures that you cannot create 2 succession plans for the same employee since OOTB there is a validation rule that prevents the user from creating multiple succession plans with the same name. This rule is working well on the Succession Plan.

However, when we access the talent review meeting page, we try to create a succession plan for an employee (ABC) who already has one, at this point the error message is triggered. so far so good.

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