SAP Knowledge Base Article - Public

2161807 - How to Modify a Custom Panel - Onboarding 1.0


How to configure or edit a custom panel?


SAP SuccessFactors Onboarding


For Live Customer (s), Implementation Partner(s), and Consulant(s)

User Defined (custom) panels may be created and edited by the Onboarding system administrator. This action is performed in the Panel Designer tool, which may only be used for custom panels.


Panel Designer

  1. Navigate to SAP SuccessFactors Onboarding > Settings > Panels
  2. In the left pane, look for the panel to be edited either under its corresponding process or in the User Defined panels section. Click the individual panel from the left frame.
  3. To add a feature to the panel, click and drag it from the left frame to the Panel Workspace where you would like it to go. See below for list of panel features.


Panel Features

  • Once a feature has been added to the panel, the system administrator may define its properties, add fields or conditions. You may edit existing fields in the panel by double clicking on them in the Workspace.
  • Each feature has its own set of properties that may be edited. The SAP SuccessFactors HCM Picklist field requires you to select a “Key” (field) from the Data Dictionary, and the Picklist Name (picklist ID) from the picklist.csv file that is imported in Picklists Management.
Feature Description
Label used to create instruction text or panel titles
Section used to create a grey background for organizing separate tables and/or fields
Table creates a table that is modifiable (e.g. 2x1, 2x2, 4x4); Features may be added
Text box used for a plain text field (e.g. First Name, Last Name)
Radio Button creates a radial dial field
Check Box creates a check box field
Date a field that uses a calendar for selecting a value
Time enter a time to go along with a date field (validators may be necessary for formatting)
Drop Down List choose a Data or Provisioning list for this field type. Not recommended over SAP SuccessFactors HCM Picklists
Combo Box creates a cascading drop-down list from the Data or Provisioning lists
File Upload allows user to upload a file to this panel
Policy Link used to link a PDF form to be reviewed by the user completing the panels
User List creates a drop-down list with all available users
Corporate Structure List creates a drop-down list of available Corporate Structure levels
Currency Field a field that uses currency formatting
SAP SuccessFactors HCM Picklist most preferred method for adding a drop-down field to the custom panel


On Boarding, OBD, Onboarding 1.0, SuccessFactors , KBA , LOD-SF-OBD-PAN , Panels, Panel Designer , LOD-SF-OBD-ADM , Admin Tools, Settings, Permissions , How To


SAP SuccessFactors Onboarding all versions