Setup and Configuration
Discussion List
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CX Sales Mobile Required Roles per ObjectSummary: A user can access CX Sales Mobile and can view the list of opportunities from their team. however, after tapping an Opportunity from the List view. The details …Christian Gerald Patacsil 41 views 4 comments 0 points Most recent by Christian Gerald Patacsil Sales -
how to get difference of 2 dates in daysSummary: we have a requirement to calculate difference of 2 date fields in days to perform some change. but not able to acheive this in groovy, need help on the script. … -
How to grant record access for Account Team Members without using TerritoriesSummary: We have a requirement where any resource added to the Account Team should be able to view/edit all associated records. Currently, we are setup for only Ownershi…
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Additional Content for Career and Performance- how to add the content?Summary Additional Content for Career and Performance- how to add the content?Content Hi All- I was reviewing our setups in Me/QuickActions and found a Tile called Addit… -
Performance document - Competency assessment based on other positionSummary: Content (please ensure you mask any confidential information): Usually, assessments are based on person and job/position profiles. Is it possible to have an ass… -
How do we configure Talent Managment RoleHi All, As we don't have any specific roles for Talent Management module (profile, goal, performance, succession and talent review). Just wanted to understand how we app…
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How to enable Format painter option in Service request object?Format painter option is not enabled hence we are unable to maintain the font style and font colour in service request. Kindly please let us know how to add format paint…
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How do we configure Talent Managment RoleHi All, As we don't have any specific roles for Talent Management module (profile, goal, performance, succession and talent review). Just wanted to understand how we app…Basant.Patel 21 views 3 comments 0 points Most recent by Manjunath Karanam-Oracle Performance Management
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customized configuration for service logistics and subscriptionHi There, we want cutomized Service request page to display the subscription related to the asset we have choose in service request and also shows the history of subscri… -
Performance rating model rating Levels setting having the limitation of setting the decimal valuesSummary: Creating the rating model > rating Levels setting has the limitation of setting the decimal values in the star rating section as for the provided templet docume…
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How to Transfer goal plan from inactive assignment to active assignment?Hello experts, the business change the person type of the employee record to contingent record, and they want to transfer the goal plan from the assignment record to the…
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Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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some of the participants cannot view the "save and close" button before submitting their 360feedbackSummary: it is noticed that some of the participants can answer the questionnaire but cannot save and close the questionnaire to submit it. the "save and close" button i…Sarath.Sivadasan2023 1 view 2 comments 0 points Most recent by Sarath.Sivadasan2023 Performance Management
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Rating model - decimalsSummary Rating models with decimal point bandsContent Hi All, I have set up a rating model , where I need to specify the range of review points. But , the review points …CHANDRA SANGHUBHATLA-30083 165 views 5 comments 0 points Most recent by Luca Burlon-Oracle Performance Management
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Notifications in Performance, goals and career developmentSummary Why can we not find the seeded notifications all in the same placeContent Can someone explain why we can view the seeded notifications for performance and goals … -
Added link in questionnaire but not opening in different tab.Content Hi Team, We created questionnaire and added the link. That link is not opening in different tab and when employee click on link it gets kicked out of Oracle feed… -
Prakash patnaik 43 views 7 comments 0 points Most recent by Alexander Khoerniawan Performance Management -
Use Dff value as a condition to performance documentHello, I defined a dff on performance template definition to use it in perfomance document approval as a condition, how can i meet this requirement?
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Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Redwood: When employee re-share goal , the list to whom its shared with does not pop upSummary: When employee re-share same goal again to another gist of employee, the list of employee with whom the goal is shared does not pop up? Is it a bug? Content (ple… -
Approver unable to approve after adding attachmentSummary: Approver unable to approve after adding attachment Content (please ensure you mask any confidential information): Hello, When an approver is trying to approve a…
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Performance Document error.Summary: Hi Team, I am getting an error if i am opening my performance document. Thank you! Content (please ensure you mask any confidential information): Version (inclu…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
Use <BillToSiteVO> as Related Object in Dynamic Choice ListSummary: In App Composer, the 'BillToSite' field on the 'Subscription' Standard Object uses as the Related Object on the Dynamic Choice List. I would like to use this s…
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What is the purpose of 'Due Date' under an action added to a Help Desk request?Summary: What is the purpose of 'Due Date' under an action added to a Help Desk request? Content (please ensure you mask any confidential information): I created an acti…
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Assigned Performance Document Manager not showing Assigned Indirect DocumentsSummary: I have created a dashboard that includes an OTBI report showing Performance Documents by When I run the report I can see all the Performance Documents assigned … -
How to delete expired SSO certificate?In our single sign on configuration page(Security console), we see two expired identity service provider(certificates) with Enable Flag= Yes, we would like to know how w…
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