Symptom
- Routing comment box is not visible when submitting a form.
- When sending a form to the next person, the user is unable to enter a comment for the next recipient because the Email Notification Comments box is missing.
- Comments from the sender cannot be added to the Document Routing Notification Email
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.
Environment
- SAP SuccessFactors Performance Management
- SAP SuccessFactors Recruiting Management
Cause
- The [[DOC_COMMENT]] token is missing from the body of the Document Routing Notification email template
- The Document Routing Notification template is not enabled
Note: The following are different scenarios where users will not have the option to include a comment when routing a form to the next step:
- When the recipient of the form is the same as the sender.
- When the form is routed to Completed.
- When there are no form recipients.
Resolution
- Ensure the Document Routing Notification is enabled
- Admin Center > Company Settings > E-Mail Notification Template Settings
- Make sure the box next to Document Routing Notification is checked
- Click “Save Notification Settings” on the very bottom of the page.
- Add the [[DOC_COMMENT]] token to the Document Routing Notification email template
- Admin Center > Company Settings > E-Mail Notification Template Settings > Click on Document Routing Notification to select the template
- If the option Specify Different Template for Each Form is selected, select the desired form from the dropdown and click "Switch to"
- Enter the token [[DOC_COMMENT]] in the body of the template
- Click "Save Changes"
Note: The token will need to be included in all languages enabled in the environment, to check another language select the language from the dropdown and click "Switch to"
See Also
Keywords
SF, success factors, PM, PMGM, Document Routing Notification, [[DOC_COMMENT]], comment, step, form, review, route, trigger, email, recipient, sender, received, sent, inbox , KBA , sf performance manage live forms , LOD-SF-PM-EML , Emails and Notifications , Problem