Skills Management Settings

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.

Note:

The following field types are not supported and will not be displayed in the Add Skills or Certifications window:

  • Lookup
  • Picklist
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Outdated Skills Threshold in Days The number of days within which a skill or certification rating must be updated before it is identified as outdated. If a skill or certification rating is outdated, this triggers the Einstein Next Best Action - Update Skills feature. 42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.