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.

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.

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