SAP Knowledge Base Article - Public

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

Symptom

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.

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 Goal Management

Resolution

  • 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.

read only.jpg

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>

Keywords

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

Product

SAP SuccessFactors Performance & Goals all versions