Steps after upgrading to OKRify 2.0
Onboarding Guide
- Prerequisite before installing
- Installation
- Load Defaults
- Assign License
- Permission Set Assignment
- Enable Topics
- Setup Teams and Team Members
- Setup Periods
- General Settings
- Hub Default Settings
- Risk Colour Settings
- Default Settings
- Custom Fields
- Sobject/KPI Objects
- OKRify Settings
- Setup Email Notification
- Creating Calendar Event and Updating Meeting
Additional Setup Instructions
Update UOM field picklist values in Key Result Object
New Key Result types have been added in the latest OKRify releases, so the picklist values in the UOM field of the Key Result object need updating. Please check if the following picklist values are available for UOM. If any are missing, please add them.
- Milestone
- Linked OKR
- Report
- KPI
- Board
- Link KR
Deactivate the following picklist values
- Boolean
- Currency
Steps to update picklist values
1.Go to Setup -> Object Manger
2.Search for Key Result
3.Click Fields & Relationship and search for UOM
4.Scroll down and Go to Values
5.Click New, add the following values and save
6.Deactivate Boolean and Currency
7.Please check the UOM has the following 9 values active