SAP Knowledge Base Article - Public

2077231 - "Disallow users from changing the Start Date Due Date or End Date" is not working in the form - Performance Management

Symptom

Users are still able to edit the Start, End and Due dates in the Personal Information Section even though the following options are enabled in the template:

  • Disallow users from changing the Start Date
  • Disallow users from changing the End Date
  • Disallow users from changing the Due Date

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

Reproducing the Issue

  1. Enable the options above in the Form Template;
  2. Launch a form;
  3. User can edit the Start date, End date and Due dates.

Cause

The following template settings only control/lock the fields on the launch screen where the forms are being launched:

  • Disallow users from changing the Start Date
  • Disallow users from changing the End Date
  • Disallow users from changing the Due Date

When these options are enabled, the dates will not be editable on this screen:

1.png

Resolution

Once the form is created, if you need to also lock down the fields from being changed from within the Personal Information section then you also need to ensure that the permissions are not set to editable at the template level for that section.

2.png

To make the review section in the form template XML read-only you'll need to configure the above code in the form template XML. Please reach out to your Implementation Partner to make the below changes. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options.

<section-permission type="disabled">
<role-name>*</role-name>
</section-permission>

This change will not apply to existing forms, so this type of change needs to be in place before launching forms to live end-users.

Keywords

SuccessFactors, Success Factors, SF, start date, end date, due date, changes, changing, change, launched, launch, launching, form, forms, PM, performance, XML, enabled, disabled, read, read-only , KBA , sf performance manage templates , LOD-SF-PM-FRM , Forms & Templates , Problem

Product

SAP SuccessFactors Performance & Goals all versions

Attachments

How_to_Disallow_Users_From_Changing_the_Form_Dates.docx