The Skills Management custom settings determine the behavior of records associated with skills management.
Key: Descriptions of checkbox settings describe the selected (true) case.
Field
Description
Default Value
Additional Add Skills Fields
The API name of the field set used to add additional fields on the Add Skills or Certifications window and the Edit panel and detail views of the Manage Skills and Certifications app page in the PSA Mobile application.
Additional_Add_Skills_Fields
Add Skills - Filter Field Set
API name of a field set used by the Skill object. This field set defines the add skill filters for the Add Skill or Certification window in the Manage Skills and Certifications component.
-
Display Evaluate Skills Button
Indicates the Evaluate Skills button is visible on the Manage Skills and Certifications component.
false
Enable Desirable Skills
When selected, allows you to mark skills as essential or desirable when creating, filtering, managing, and updating resource skill requests.
false
Enable Experience
Indicates the experience a resource has in using a skill is displayed in the Manage Skills and Certifications Lightning component.
true
Outdated Skills Threshold in Days
The number of days within which a skill or certification rating must be updated before it is identified as outdated. If a skill or certification rating is outdated, this triggers the Einstein Next Best Action - Update Skills feature.
42
Override Skill Zones
Indicates you can override the Disregard Skill Zones configuration option and Restrict Skills and Skill Sets by Role custom setting when retrieving the skills and skills set records required to run the Apply Skills functionality on the Mass Manage Resources Skills page. By default, it is enabled.
true
Restrict Skills and Skill Sets by Role
Indicates that only skills and skill sets associated with the resource's role or without any associated role are displayed. This reduces the number of skill sets and skills displayed when adding skills and certifications for a resource.
false
Restrict to Skills with Existing Rating
Indicates that only skills and certifications for which the related resource has a corresponding skill or certification rating record are displayed. This reduces the number of skills and certifications available for selection on an experience record.
false
Skills Custom Lookup Columns
API name of a field set used by the Skill or Certification object. Columns added to this field set are displayed in the Skills and Certifications grid in the lookup dialog.
Skill Sets Custom Lookup Columns
API name of a field set used by the Skill Set object. Columns added to this field set are displayed in the Skill Sets grid in the lookup dialog modal.