SAP Knowledge Base Article - Public

2078160 - "Send Form" button is not visible - Performance Management

Symptom

  • When form is launched, the Send Form to Next Step option is not available in any of the steps. 
  • The Send Form to Next Step option is not available in certain route steps. 

"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. Open performance form and scroll down to the bottom of the page

2. The Send form to next step button is now showing. 

Cause

  1.  You have entered values in the Exit date of the Route Map. Check the exit date and make sure it is not the same as the Due date and after the start date.

route map step exit date.jpg

If you are using relative dates for form routing, attempting to move the form on a date before the configured offset will also cause the same issue (e.g. if you set the exit date to 5 days after form creation, the button will also be missing on days 1-4 after form creation.

Capture.PNG

2.  Disable Send Button option is enabled in Form Template Settings tool. 

Resolution

1. If the Exit Date is after the Start Date in the current route step, then the user cannot leave the current step until the Exit Date has been reached. The “Send to Next Step” button will not be available until the Exit Date has been reached (or System Date = Exit Date).

Confirmation:

  1. Go to Admin Center > Manage Route maps
  2. Select the route map of the associated form
  3. Open the specific step with the issue where the form cannot be sent forward
  4. Check if there is a value on the exit date

For Launched forms:

  1. Go to Admin Center > Modify Form Route map
  2. Locate the form id or the template
  3. Open the specific step with the issue where the form cannot be sent forward
  4. Change the value for exit date to an earlier date or remove the date value altogether

For New forms:

  1. Go to Admin Center > Manage Route maps
  2. Select the route map of the associated form
  3. Open the specific step where the form cannot be sent forward
  4. Change the value for exit date to an earlier date or remove the date value altogether

For New forms with relative dates:

  1. Go to Admin Center > Manage Route maps
  2. Select the route map of the associated form
  3. Open the specific step where the form cannot be sent forward
  4. Remove the offset value for Exit Date, or set it to zero.
  5. For the offset type, choose Form Creation Date or Previous Step Exit Date
    • NOTE: If you're using the Previous Step Due Date offset, by default all relative route maps have to have at least a value of 1 on the Step Due Date. This means even if you set "0 Days After Previous Step Due Date," the previous step's due date is still 1 day after form creation date and will therefore lock the form until that date
  6. Save and launch your new form

Note: Ensure to download the Form diagnosis from backend and check whether route step id matches with step id maintained in front end.

To check Step id from front end either check Route map or Modify form route map

Even If the roles and route step shows correctly from manage templates, if the route step id not maintained correctly , button permissions will not work.

2. In Form Template Settings, make sure that Disable Send Button option is unchecked. 

Note: In case none of the above causes apply, resave the route map in Manage Route Maps tool and also resave the template in Manage Templates tool and relaunch form. 

See Also

  • 2078033 - Permissions - Send Form button How to enable or disable - Performance Management
  • 2086761 - Admin Tools: Route Maps - Enable Relative Dates For Form Routing - Performance Management

Keywords

SuccessFactors, SF, Performance, Management, Route Map, Send to Nex Step, Send Form, Send button, Exit Date, Start Date, Due Date sf routing maps , KBA , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , Problem

Product

SAP SuccessFactors Performance & Goals all versions