2404198 - How to add goal plan fields in the Objective Details or Goal Details tab - Performance Management

How to configure the "Objective/Goal Details" tab to show more information from the Goal Plan.

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SAP SuccessFactors Performance Management

The goal plan fields are defined in the Goal Plan XML.

Assume that you link this Goal Plan to a Performance Template and generate the Performance form as follows. There are currently 4 columns in the "Objective/Goal Details" tab which are Goal, Start Date, Due Date, Status:

To display another field from the goal plan, such as the "Stretch Target" field, on the "Objective/Goal Details" tab, you can add the field to the <form-layout> section of the Goal Plan XML template.

NOTE: in order to make changes in the XML, please contact your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options.

           <form-layout><![CDATA[#set ($group = "name-state")

           <table width="100%" cellspacing="0" cellpadding="0">
           <tr>
             <td valign="top" width="25%">#if ($display.name) <b>${label.name}:</b><br>
             ${field.name} #end</td>

             <td>&nbsp;&nbsp;&nbsp;</td>

             <td valign="top" width="13%">#if ($display.start) <b>${label.start}:</b><br>
             ${field.start} #end</td>

             <td valign="top" width="13%">#if ($display.due) <b>${label.due}:</b><br>
             ${field.due} #end</td>

             <td valign="top" width="12%">#if ($display.state) <b>${label.state}:</b><br>
             ${field.state} #end</td>
           </tr>
           </table>]]></form-layout>

To add the "Stretch Target" field, you need to find the "Stretch Target" field id in the goal template. Once we found the field id we add the following code:

           <form-layout><![CDATA[#set ($group = "name-state")

           <table width="100%" cellspacing="0" cellpadding="0">
           <tr>
             <td valign="top" width="25%">#if ($display.name) <b>${label.name}:</b><br>
             ${field.name} #end</td>

             <td>&nbsp;&nbsp;&nbsp;</td>

             <td valign="top" width="13%">#if ($display.start) <b>${label.start}:</b><br>
             ${field.start} #end</td>

             <td valign="top" width="13%">#if ($display.due) <b>${label.due}:</b><br>
             ${field.due} #end</td>

             <td valign="top" width="12%">#if ($display.state) <b>${label.state}:</b><br>
             ${field.state} #end</td>

             <td valign="top" width="12%">#if ($display.Stretch.Target) <b>${label.Stretch.Target}:</b><br>
             ${field.Stretch.Target} #end</td>
           </tr>
           </table>]]></form-layout>

When you upload the updated goal template in Provisioning, the change will be reflected immediately. "Stretch Target" field is added to the "Objective/Goal Details" tab.

Display order:
The display order would follow the order in goal plan configuration.
For example, the order in the above xml is name, start, due, state, Stretch.Target. Please refer to the below screenshot about the display order in form.

Note: 

• Visibility of the type of goals in the Goal Plan (Personal Goal, Group Goal, or Team Goal) cannot be carried over to the Performance Form. 
• Type is not a field (it does not have a field ID), therefore it is not possible to add to the Goal Details tab via form-layout section of Goal Plan.

2682596 - Change Order/Display of Goal Plan Fields in Performance Form

SF, SuccessFactors, goal details, other details, form layout, objective details, performance form, tab, xml template, type, field, visibility, visible, show, goal order, goal plan order, field order , KBA , LOD-SF-PM-GM , Goals in PM Form , LOD-SF-GM-ADM , Admin Tools, Settings, Permissions , How To