Symptom
- The task field, within the Other Details tab, does not display in the same sequence as the Goal Plan as it does in the Performance Form.
- Can the task field be changed to show tasks in the same order as the goal plan within SuccessFactors Performance Management?
Environment
SAP SuccessFactors Performance Management
Reproducing the Issue
- Go to Goal page. The display order of the Target is Target Date, Task, and Actual.
- Go to Admin Center > Manage Templates > Preview Template. This will show the same order in Goal Page.
- Go to the Performance Page. The display sequence of tasks is Actual, Target Date, and Task
Cause
- The Other Details tab located within each goal plan of the PM Form will be hardcoded and unable to be reconfigured.
Resolution
- The current system behavior of the PMv12a form will not display items following the order defined in the goal template.
- The Other Details tab is located in the PM form and the PM form will never present the goal template in any specific sequence.
- Because of this, the items in the form are randomly displayed.
- Support cannot perform any changes to reorder the items in the Other details tab because it is not configurable at the moment.
Workaroud:
- The Sequence of the elements in PM tab is hardcoded.
- Use this sequence and configure the Goal Plan Elements accordingly.
- The existing labels Plan and Form will need to be renamed.
- The Other Details tab can be hidden from the form while allowing users access to the Edit Goal pop-up window.
- This will allow visability of the sub-goal details.
- While this information is the not within the Other Details tab no additional steps will have to be executed.
Keywords
SF, successfactors, PMGM, PMv12a, Tasks, GMv12, Display order, Other Details, PM Form, B161 BizX, GM , KBA , LOD-SF-GM , Goal Management , Product Enhancement
Product
SAP SuccessFactors Performance & Goals all versions