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

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.

SAP SuccessFactors Performance Management

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.

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 when create form from inbox:

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.

To make the review section read-only you'll need to disable the permission in advanced options in manage templates or configure the below code in the form template XML.
Please reach out to your Implementation Partner to make changes in xml. 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.

2743945 - What is the Scope of the Review Information Section on the Performance Form? - Performance Management

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