2207158 - How to Configure Metric Lookup 'Description' and 'Action' columns as read only or hidden? - Goal Management

• The configuration allows for users to effectively make Description fields in the Metric Lookup Table as read-only or hidden in the case of the Action column.

• SAP SuccessFactors Goal Management
• GM V12 User Interface

• To have your goal plan template configured to make Metric Lookup table fields read only or action columns hidden, please raise an incident for Software Change Request with Product Support. See KBA 2250190 - SCR Form: XML Software Change Request for Goal Plans
• This allows Greater flexibility for admins to control what end users can and cannot access to preserve/protect data integrity.
• Please note that only changes to the permissions will be supported in the software change request. This means, your goal plan should already have metric lookup table configured. In case you need assistance with metric lookup configuration from scratch or if complex logic changes in the goal plan are involved, please engage with an SAP Partner instead.

The configuration to hide the “action” columns are:

<permission for="create-row">
<role-name><![CDATA[]]></role-name>
<field refid="metric-lookup-table"/>
</permission>
<permission for="delete-row">
<role-name><![CDATA[]]></role-name>
<field refid="metric-lookup-table"/>
</permission>
<permission for="move-row">
<role-name><![CDATA[]]></role-name>
<field refid="metric-lookup-table"/>
</permission>

The configuration to set “Description” to read only for employee is:

<field-permission type="read">
<description><![CDATA[Employee and Managers may read all fields.]]></description>
<role-name><![CDATA[E]]></role-name>
<table-col id="description" field-refid="metric-lookup-table"/>
</field-permission>

Metric Look-Up Read only hidden metric lookup description metric lookup action TGM-6244 , KBA , LOD-SF-GM-TMP , Template Management , How To