Remove or Disable Opportunity Add Assessment button

(Doc ID 2383799.1)

Last updated on APRIL 08, 2018

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Symptoms

How to remove or disable Opportunity Add assessment template button?

Can we remove or disable Opportunity > Assessments tab > "Add Assessment" button ?

The application composer has this area as Non customizable, and we see no privilege related in the Security Console for this.

Customer requirement:
Is there any particular set of users for whom you want the "Add Assessment" button to be hidden / disabled?
Response : It should be always be disabled, it always available when the sales stage changes mandatory assessment.

2. Do you want the button to go hidden once you add required set of questionnaire in this tab ?
Response: user should not be able create assessment over there

3. what is the exact business requirement / use case for removal of this button ?
Response : They have 2 assessments (mandatory ) for win probability 75% and 99%.
When the user moves opportunity to 75 it is a mandatory assessment, and the default is showing the assessment for 75%. how ever this button "Add Assessment" as well is also enabled...so user has the ability to create new one here...Customer wants this should not be there.

Please suggest if possible.

Changes

 

Cause

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