Symptom
- 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.
Environment
SAP SuccessFactors Performance Management
Resolution
- 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:
- Go to Admin Tools > Performance Management > Manage Templates > Performance Review
- From here you will see your list of templates
- Uncheck the ACTIVE check mark to set the Form Template as inactive
- 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
Keywords
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
Product
SAP SuccessFactors Performance & Goals all versions