2202750 - How to disable Edit icon (pencil icon) next to the goal name in the Goal section - Performance Management and MTR.

In the PM form, the goal plan linked to in the form is set to read only permission. However on the form, there is an edit or pencil icon link next to the goal name and when clicked, a popup Goal information appears. Although user cannot edit goal and save, it gives the illusion that they can possibily edit. Can the edit or pencil icon next to the goal name be disabled?

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SAP SuccessFactors Performance Management

1. Launch a form for a user who does not have permission to edit the goals in their Goal or Development goal Plans.
   
   
2. In the goal or development goal section, the user can still see the edit icon (pencil icon) next to the goal name.
3. When user clicks on the pencil icon, edit goal dialog pops up and user does not have permission to edit the goal.
   
   

This is currently working as designed when section permission is "enabled" for the user.

As per present design, the pencil icon is rendered on the basis of Section permission. If section permission is "enabled" for the user, the pencil icon would be available in order for the user to view the goal details or fields. So regardless whether employee has permission to edit the goal or not, they can still click on the edit icon to view additional goal information

It is possible to hide the edit icon from appearing next to the goal name. This will require configuration changes to the form template xml.

Please Note: As a customer, you do not have access to Provisioning. To complete tasks in Provisioning, contact your Implementation Partner. For our list of supported configuration changes, please refer to this article 2250186 - SCR Form: XML Software Change Requests for PM / Mutli-Rater Templates.

To Partners, please refer to the PMv12A Implementation Guide. For Configuration or Implementation assistance, please submit your questions to Partner Delivery Community.

Note: This is NOT the same featue as allowing user to add existing goal/objective to the form from their goal plan.  The edit icon allows users to view or edit existing goals within the Performance management form.

The following permission needs to be added to the form template XML.   tgm-fields field permission must be set to either "read" or "none".  Current admin tools manage template user interface does not support field id "tgm-fields". Once the permission is configured, newly launched form, the edit link will not appear.

Example configuration:

<field-permission type="read">
<role-name>*</role-name> 
<field refid="tgm-fields"></field> 
<route-step stepid="*"/> 
</field-permission>

"read" - All the Goal field are read only in the form even if they are defined editable in the goal plan.

"none" - All Goal fields will not be visible in the PM form.

This feature and configuration design is also applicable to 360 (MTR) form.

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