Setup and Configuration
Discussion List
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In Anytime Performance Document PIP HR can release the document to employee but not manager?Summary: In performance document the task called share performance document that will done by the employee manager were there is any possibility that task can performed …Prakash patnaik 31 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management -
Loading ProfileItems through HDLSummary: Hello, I'm trying to load ProfileItems (TalentProfile.dat) through HDL. But HDL always throws error as"The Attribute Value QualifierId2 is invalid". At first a … -
Unable to update the 'Quote or Order Number' from CPQ to CXSummary: We are facing an Issue with the Quote Update for 'Quote or Order Number' field. When we create the Quote we are able to do 'Update Opportunity' and 'Return to O…
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Monthly review process in performance managementSummary: Hello Experts, We want to conduct monthly reviews in performance management module and output of each month data will be processed outside the fusion hence requ…
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Fetching current proficiency level in Performance DocumentSummary: Fetching current proficiency level in Performance Document Content (required): Hi , We have created Performance documents with Job profile content items i.e. pr…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
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Unable to use the relationship Id in the adaptive search payload.Summary: Content (required): Unable to use the relationship Id in the adaptive search payload. We’ve a custom object called ‘Charge Header’ and we’ve created a relations…
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My Team Check-Ins not visible for all direct reportsSummary: Content (required): We have created check-in documents for all employees, and when the manager navigates to Goals and Performance Overview they can only see the…
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Stale/expired notificationsSummary Trying to find more informationContent I have 2 questions for the experts here: 1) Does anyone know what causes a notification to be stale ? 2) What is an expire… -
How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio… -
Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Multiple Business Title fields on Performance and Goals overview pagesSummary: Hi Experts, We have recently enabled Business title Switcher but when we look at the Goal and Performance pages as an employee Multiple Business Title fields ap…Vijaya Lakshmi MS 111 views 3 comments 0 points Most recent by Maria Croitoru-Oracle Performance Management
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Replaced the rating description to calculated rating in the PDF output file of Performance documentSummary: We replaced the rating description with the calculated rating however in the output file, the modification we did in the RTF template is not taking effect anymo…Christian Suarez 41 views 1 comment 0 points Most recent by Mandala Venkata Naga Rajesh -Oracle Performance Management -
Is there a way to disable the Create Appointment, Log a Call buttons on the Account Edit screen**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How can we disable the standard buttons on the Account >Activities…Robert Mutton-Support-Oracle 41 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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Can we load performance ratings at item level?Summary: Content (required): Hi Experts, We have a requirement to load goals ratings and Competencies ratings at each item level. But I don't see any attributes to load … -
How to filter the Resource DCL to only show active employeeSummary: Content (required): is there away we can filter the DCL (resource field) that will only show active resource? we have a field called Data Owner where in data ar…
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Maintain Department TreeSummary: We have created a New Department tree. What is the best practice to maintain this, Is it through the HDL or through manual Entries Content (required): Version (…
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta…
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…