SAP Knowledge Base Article - Public

2077931 - Set Template as Inactive (Delete a Template) - Performance Management


  • You have created test templates or copies of templates you no longer need and want to delete these templates to make it easier to manage the list of active templates.
  • It is possible to delete a Form Template in SuccessFactors Performance Management?

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


  • It is not possible to delete a form template. This is to ensure that historical data in inactive forms would be preserved.
  • However, the system does support marking templates as Inactive. You can then choose to not display inactive forms by clicking on Display Active Forms Only:
  1. Go to Admin Tools > Performance Management > Manage Templates > Performance Review
  2. From here you will see your list of templates
  3. Uncheck the ACTIVE check mark to set the Form Template as inactive
  4. Then check the Show Active Templates Only check box 


See Also

2077152 - Manage Templates - Delete a section from template - Performance Management

2076518 - Delete Form - Mass Delete Forms - How do I delete documents? - Performance Management


SF, SuccessFactors, PMGM, PM in active, delete form template, inactive form template, active templates , KBA , sf performance manage templates , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To


SAP SuccessFactors Performance & Goals all versions