2072180 - Text Replacement Options for Goal/Objective Plans

What are the options available for replacing the default system text in our goal plans?

SAP SuccessFactors Goal Management

Some of these can be changed by an admin with permissions, but others may require engaging a Partner. There are 4 areas that control text and labels in the goal module:

1. Manage Templates
2. Text Replacement
3. Manage Languages
4. Goal Plan Template XML

I. Manage Templates

• Template Name. Go to Admin Tools > Goal Management > Manage Templates > Goal Plan tab > Select template > General Settings > Name
• Category Names. Go to Admin Tools > Goal Management > Manage Templates > Goal Plan tab > Select template > Edit Categories.
• Can also change the category names for each language in your instance. Click on Change Language, then customize the label and save. Repeat for each language to update.
• Field Names: Go to Admin Tools > Goal Management > Manage Templates > Goal Plan tab > Select template > Edit Fields.
• From here you can also change the field names for each language in your instance. Click on Change Language, then customize the label and save. Repeat for each language to update.

II. Text Replacement

• Go to Admin tools > Company settings > Text Replacement. You may want to keep text starting with $ or appears in { } as this represents variables that will dynamically substitute the terminology setup in Provisioning (e.g. "goals" vs "objectives").
• More information is in Managing Languages and Customizing UI Labels - Text Replacement
• Note: If text replacement is within the Goal Plan XML, changes in Text Replacement will not have an effect.
• Note: Your browser may cache the old settings and you may need to refresh your browser to see the new text.

III. Manage Languages

For more information, please refer to:

• Managing Languages and Customizing UI Labels - Manage Languages
• 2576546 - Using the Manage Language Feature to Change Labels in SuccessFactors

Note: If text replacement is within the Goal Plan XML, changes in Manage Languages will not have an effect.

IV. Goal Plan XML

As a customer, you do not have access to Provisioning. Please engage your Certified Partner to make updates to the Goal Plan XML.

An example on how to change button descriptions is below: 

<text-replacement for="personal-goal-btn-desc">
<text lang="en_US"><![CDATA[CUSTOM TEXT HERE]]></text>
</text-replacement>
<text-replacement for="lib-goal-btn-desc">
<text lang="en_US"><![CDATA[CUSTOM TEXT HERE]]></text>
</text-replacement>

Additional information is in Implementing and Managing Goal Management - Text Replacement in a Goal Plan Template.

Note: If you don't have a Certified Partner, you can look for one using 2149831 - SAP Professional Services / SAP Certified Partner / SAP Account Management Team [SuccessFactors Cloud]. Some changes can be completed by Product Support and are mentioned in 2250190 - SCR Form: XML Software Change Request for Goal Plans.

• 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.

• KBA 2088583: Navigation: Changing or Renaming Menus Tabs and Subtabs in BizX Modules - Platform
• KBA 2250190 - SCR Form: XML Software Change Request for Goal Plans

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