Setup and Configuration
Discussion List
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HZ_ENABLE_MULTIPLE_BU_CRM setupSummary: We are implementing CX - Service, Current Sales setup has HZ_ENABLE_MULTIPLE_BU_CRM set as No. Can we progress this setup for now and then come and update the v… -
In Succession Plan admin adding Owner as a Candidate ManagerSummary: Dear Experts, In Succession Plan admin adding Owner as a Candidate Manager but Candidate Manager did not receive any notification regarding, I'm owner of the so…Dileep Reddy Vattimi 2 views 2 comments 0 points Most recent by Dileep Reddy Vattimi Performance Management -
How to create & assign performance docs to specific company locations at different times per year?Summary: I have a requirement to be able to assign the same performance template to different company locations at different times per year. Is there a way to do this wi…Zachary Bock 11 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management -
Mass cancel delete Performance.Summary: Hi Team, We are performing the action for mass performance document cancel and delete but status showing deleted but still when I ran the report I can see all e… -
Configure Performance Document Approval based on Requester's RoleSummary: We would like to configure Performance Document Approval based on requester. Content (please ensure you mask any confidential information): Business Requirement… -
Hide "Delete" Action from Managers in the Performance DocumentSummary: Is it possible to hide the "Delete" action from Managers in the Performance Document? Content (required): In the current system functionality, managers are able…Jeane Gutierrez 92 views 8 comments 1 point Most recent by Dileep Reddy Vattimi Performance Management -
Different sections access to be given to different type of users are not workingSummary: We have 3 different type of competency section based on different grades. Management competencies section, Support competencies, Testing competencies etc. Peopl…Senthil Murugan Balasubramanian 1 view 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management -
Annual review based on hire date including 8 interim evaluationsSummary How can I setup an annual review based on the hire date and including eight interim evaluations?Content Over the last couple of days I have been trying to set up… -
How to fix error (SVC-5295359) and (SVC-5295360)Summary: I wanted to convert an specific email to create SRs in helpdesk. I created a channel for this email address. Create auto routing rules to route any emails to th… -
Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of… -
Contact search using the addressSummary: when I search for a contact using the address, only the primary address appears in the results. How can I include all addresses, including secondary ones, in th… -
24B Redwood Issue: Manager completes goal for employee getting errorSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Can we remove Talent Rating under Career and Performance Page?Hello experts, now that we are in redwood, when we enabled the profile option for Skills and Qualification, Talent ratings will also be enabled under Me> Career and Perf…Maria Cristina L. San Jose 122 views 4 comments 0 points Most recent by Sudipta007 Performance Management -
Modifying competency name for completed performance documentSummary: Hello, Requesting for your assistance in modifying competencies for completed performance Document. Brief background, there is a change in competency name effec… -
need to add the related object custom fieldsSummary: need to add the related object custom fields on the parent object it order to include it as a search criteria Content (please ensure you mask any confidential i… -
How to trigger the ingestion job?Summary: I am trying to configure Service Request Similarity feature on demo environment: https://etaj-dev5-fa.aiapps.ocs.oraclecloud.com/crm-svc/ai-similarity For this … -
Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Goal error in outlook.Summary: Hi Expert, As manager we have added goal to the employee. please see the below error screenshot. Worklist is "All" notification mode. In bell icon it is coming … -
Deeplink for Check-insIs it possible for us to get the Dynamic Deeplink for the ESS check-ins page and MSS check-in page ESS —> Me —> Career and Performance —> Performance —> Check-ins MSS —>… -
How we can delete a goal plan from EmployeeContent Dear Experts - Is there a possibility to remove/delete a goal plan from an employee once it's assigned? Version 21A -
Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen… -
Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales -
Development goals are editable on performance document pageSummary: Content (please ensure you mask any confidential information): We have enabled the development goals section in our performance document and when manager tries … -
create periodic performance evaluationHello, I want to know the steps ( in details please ) to create periodic evaluation ( every two months ) for a specific employees. Thanks -
How to create a service account in Docusign for signing the contracts?Summary: I want to create a service account in Docusign for signing the procurement contracts. Kindly suggest steps on the same. Content (please ensure you mask any conf…