2072163 - Manage Templates - Lock the category field with control-category-element - Goal Management

• How to lock the Category field on a goal plan so that only certain roles are able to change the Category.
• How to restrict which roles are able to edit the Category of goals. 

• Additionally, you can vote and comment in the Customer Influence ideas that were addressed on this topic, asking our Product Management Team to offer these configurations in a future release as self-service in the Admin Center, as opposed to XML manipulation. Your votes help us to prioritize ideas that we will consider for upcoming product releases. For Goal Management please refer to the Improvement Request 211002.

SAP SuccessFactors Goal Management

1. Define the control-category-element field with the below XML code. (The label is not supposed to be displayed in the UI, it was created with the purpose of restricting who can change the category of the goals)

<field-definition id="control-category-element" type="text" required="true" detail="false" viewdefault="on" showlabel="false" field-show-coaching-advisor="false" cascade-update="push-down">
     <field-label lang="en_US">control-category-element</field-label>
     <field-description>control-category-element</field-description>
</field-definition>

2. Then define the permissions for this field, according to the requirements. For example, to grant permissions for HR managers to edit the category: 

<field-permission type="read">
   <description><![CDATA[Everyone can read the category]]></description>
   <role-name><![CDATA[*]]></role-name>
   <field refid="control-category-element"/>
</field-permission>
<field-permission type="write">
   <description><![CDATA[HR can write to the category]]></description>
   <role-name><![CDATA[EH]]></role-name>
   <field refid="control-category-element"/>
</field-permission>

OBS: the field "control-category-element" is only meant to control permissions on which roles can change the category of one goal plan, it is not supposed to be displayed in the UI. If displayed in the UI, it will not follow the translations defined for the category values.

KBA , LOD-SF-GM-TMP , Template Management , How To

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