2072107 - Manage Templates - Goal Numbering and How to Enable/Disable Indenting of Goals - Goal Management

This article reviews the numbering logic for goal plans and how to prevent goals from being indented, or enabled so they can be indented.

SAP SuccessFactors Goal Management

To enable users to indent goals to one or more levels, it is necessary to configure the element <obj-plan-numbering> and have a minimum of three lines, in the XML code of your Goal Plan template.

Code Example:

<obj-plan-numbering>
<obj-plan-number-format>#.</obj-plan-number-format>
<obj-plan-number-format>#.</obj-plan-number-format>
<obj-plan-number-format>#.</obj-plan-number-format>
</obj-plan-numbering>

The XML illustrated above will automatically number goals in the plan and allow a maximum indent level of one (e.g. 1.1.1). If goal categories are defined the first number segment will always reflect the ordinal position of the goal category.

Above code will automatically number goals in the plan as follows:
1.1
   1.1.1
1.2
1.3

Users can left indent or right indent the goal by using the arrow buttons that will show in the goal plan:
1.1
   1.1.1
1.2
  1.2.1

To disable goal indention/outdention, remove the element <obj-plan-numbering> from the XML code of the target template.

After this element is removed, the Indent/Outdent button will still be displayed under the Actions button in the Goal Plan, but it will be grayed out. To remove the visibility of this functionality in the Goal Plan, it is necessary to remove any role definition for the permission "move" in the XML. If the role definition for the permission "move" is a required configuration for the template, the Indent/Outdent will always be available, but grayed out in the Goal Plan. It is not possible to remove the visibility to the functionality, and users will see the options, but will have no action on the option, as they will be grayed out.

To complete tasks in Provisioning, it is necessary to engage your Implementation Partner.

NOTE: 

• Goal Numbering does not apply to Group Goals.
• If Team Goals are added, they will automatically take the obj-plan-numbering placement of "1.1", replacing any previously added personal goals.

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