How You Configure Succession Plan Pages Using Transaction Design Studio

Use the Succession Plans action in Transaction Design Studio to create rules to configure Oracle Fusion Cloud Succession Management pages.

When you create rules using the Succession Plans action, you can do these tasks:

Specify a role criteria.
Hide or show fields.
Mark some fields as required to be filled.

For example, your organization might not want private succession plans. You can create a rule for the Succession Plans action and then hide the Private check box.

Available Attributes Region

To configure the succession plan page, you select a data source and then configure the attributes.

This table lists the attributes for the Plan Info data source.

Attribute	Field or Section on Succession Plan Page	Make Required/ Not Required	Make Visible/Not Visible
AI Suggested Candidates	Suggested Candidates option of the Add menu in the Candidates section	No	Yes
Add Talent Pool Members	Talent Pool Members option in the Add menu in the Candidates section	No	Yes
Add to Talent Pool	Check boxes and Add to Talent Pool button for adding selected candidates as talent pool members	No	Yes
Alerts	Alerts section	No	Yes
Banner for Incumbent Changing Role	The banner shown in the Plan Info section when the plan incumbent's role changes Note: Applies only for Incumbent type succession plans	No	Yes
Best-Fit Candidates	Option to select Best-Fit candidates in the Add menu in the Candidates section	No	Yes
Business Unit	Business unit for which the succession plan is created	Yes	Yes
Created By	Created By Note: This field isn't visible by default.	No	Yes
Creation Date	Creation Date Note: This field isn't visible by default.	No	Yes
Department	Department for which the succession plan is created	Yes	Yes
Description	Description	Yes	Yes
Estimated Remaining Months	Estimated Remaining Months field for the plan incumbent Note: Applies only for Incumbent type succession plans This field isn't visible by default.	Yes	Yes
External Candidate	Add menu option for adding external candidates	No	Yes
Impact of Loss	Impact of Loss field for the plan incumbent Note: Applies only for Incumbent type succession plans This field isn't visible by default.	Yes Note: Only users who can edit the impact of loss value see the Required indicator.	Yes
Incumbent Department	Department of the succession plan's incumbent Note: Applies only for Incumbent type succession plans	No	Yes
Incumbent Job	Job of the succession plan's incumbent Note: Applies only for Incumbent type succession plans	No	Yes
Incumbents	Incumbents section of the succession plan	No	Yes
Job Grade	Job grade for which the succession plan is created	Yes	Yes
Plan Info Descriptive Flexfields	Descriptive flexfields in the Plan Info section Note: These descriptive flexfields aren't visible by default.	No	Yes
Privacy	Private check box	No	Yes
Reason for Departure	Reason for Departure field for the plan incumbent Note: Applies only for Incumbent type succession plans This field isn't visible by default.	Yes	Yes
Risk of Loss	Risk of Loss field for the plan incumbent Note: Applies only for Incumbent type succession plans This field isn't visible by default.	Yes Note: Only users who can edit the risk of loss value see the Required indicator.	Yes
Send alerts when candidates move to roles that are different from the plan role	Check box in the Alerts section	No	Yes
Send alerts when candidates move to the plan role	Check box in the Alerts section	No	Yes
Send alerts when the incumbent changes roles	Check box in the Alerts section	No	Yes

To configure the Candidates section of the succession plan, select the Candidates data source. This table lists the attributes for the Candidates data source.

Attribute	Field or Section on Succession Plan Page	Make Required/ Not Required	Make Visible/Not Visible
All Other Plans	Count of all other succession plans that the person is also a candidate in Note: This field isn't visible by default.	No	Yes
All Other Plans Link	Count link that opens a page that lists all other succession plans that the person is also a candidate in	No	Yes
Banner for Candidate Changing Role	Banner shown for a candidate when the candidate's role changes to a role different from the plan role	No	Yes
Banner for Candidate Moving to Incumbent Role	Banner shown for a candidate when the candidate's role changes to the incumbent's role	No	Yes
Candidate Since	Field that shows the date the candidate was added to the succession plan	No	Yes
Impact of Loss	Impact of Loss field for the candidate Note: This field isn't visible by default.	Yes Note: Only users who can edit the impact of loss value see the Required indicator.	Yes
Interim Successor	A label that identifies the candidate as an interim successor	No	Yes
Job	Candidate's job	No	Yes
Other Accessible Plans	Count of all other accessible succession plans the person is a candidate in	No	Yes
Other Accessible Plans Link	Count link that opens a page that lists all other accessible succession plans that the person is also a candidate in	No	Yes
Plan Candidates Descriptive Flexfields	Descriptive flexfields of the Candidates section of the succession plan Note: These descriptive flexfields aren't visible by default.	No	Yes
Ranking	Candidate's ranking	Yes	Yes
Readiness	Candidate's readiness level	Yes	Yes
Risk of Loss	Risk of Loss field for the candidate Note: This field isn't visible by default.	Yes Note: Only users who can edit the risk of loss value see the Required indicator.	Yes
Status	Candidate's status	No	Yes
Willing to Relocate	Candidate's willingness to relocate Note: This field isn't visible by default.	No	Yes